# The Dashboard

# Default Dashboard Summary

The default dashboard displays eight Widgets: People, Assets, Documents, Forms, Actions, People-Competency, People-Courses, and Meetings. Each widget is a summary of relevant information from that specific module. The placement of these module summaries can be customized by dragging and dropping widgets into your individual preference.

[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-11/scaled-1680-/image.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-11/image.png)

<span style="mso-no-proof: yes;"> </span>

<p class="callout info">In order to unpin widgets from the default dashboard, KAStrack requires you to create a new dashboard first.</p>

# Dashboard Context Menu Explanations

To the right of a dashboard title is a vertical three dot menu that opens a context menu with options to Add Widget, Edit, Delete, Manage Speed Dials.

[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-11/scaled-1680-/Ykoimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-11/Ykoimage.png)

<table border="1" id="bkmrk-dashboard-context-me" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 33.3598%;"></col><col style="width: 33.3598%;"></col><col style="width: 33.3598%;"></col></colgroup><tbody><tr><td class="align-center" colspan="3">**Dashboard Context Menu Explanations**</td></tr><tr><td>**Option**  
</td><td>**Explanation**</td><td>**Image**</td></tr><tr><td>Add Widget</td><td><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Selecting “Add Widget” from the dashboard context menu opens the Add Widget Modal on the right-hand side of the screen and has the same function as selecting the “Add Widget” button on the screen’s right side (or in the center of an empty Dashboard).</span></td><td>[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/o8qimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/o8qimage.png)

</td></tr><tr><td rowspan="2">Edit  
</td><td><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Selecting “Edit” from the dashboard context menu opens the Edit Dashboard Modal, allowing an individual to alter the dashboard name. </span></td><td>[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/ydzimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/ydzimage.png)

</td></tr><tr><td><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Deselecting the “Include Info button” checkbox will remove the grey “INFO” button from the top right-hand corner of the dashboard.</span></td><td>[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/BuWimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/BuWimage.png)

</td></tr><tr><td>Delete</td><td><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Selecting “Delete” from the dashboard context menu will open the Delete Dashboard Modal. </span>

<p class="callout info"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">You can only delete the Default Dashboard after creation of a new Dashboard. If all Dashboards are deleted, KAStrack will automatically regenerate a new Default Dashboard.</span></p>

</td><td>[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/TBXimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/TBXimage.png)

</td></tr><tr><td>Manage Speed Dials</td><td><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Selecting “Manage Speed Dials” from the dashboard context menu will open the Manage Speed Dial Modal. From this modal, an individual can create, edit and delete speed dials.</span></td><td>[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/Mlhimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/Mlhimage.png)

</td></tr></tbody></table>

# Overview of Widgets

The Dashboard is comprised of speed dials and widgets. Speed dials allow you to establish links to KAStrack Documents, Forms, and even URLs, so that you can easily access desired webpages (including webpages outside of the KAStrack system). Widgets highlight module summaries or charts representing report information.

A detailed explanation of speed dials, module summary widgets and chart widgets is provided in the tables below.

<table border="1" id="bkmrk-speed-dial-explanati" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 11.0199%;"></col><col style="width: 40.0199%;"></col><col style="width: 40.0397%;"></col></colgroup><tbody><tr><td class="align-center" colspan="3">**Speed Dial Explanation Table**  
</td></tr><tr><td colspan="3">- <span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Speed dials are a dashboard feature used to add relevant quick links to frequently needed Documents, Forms, and websites.</span>
- <span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Speed dials can be displayed three ways: in a horizontal row at the top of a screen, a floating expandable icon, and as a widget.</span>
- <span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Speed dials cannot be dragged and dropped to reorder them. Instead, they display in the order in which they are pinned to a Dashboard. To change their order, simply unpin and re-add them in the order you wish to have them display.</span>

</td></tr><tr><td class="align-center">**Placement Options**  
</td><td class="align-center">**Explanation**</td><td class="align-center">**Images of Placement Location**  
</td></tr><tr><td>Disabled</td><td><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">When placement is marked as disabled, the speed dials will no longer show on the dashboard. Disabled unpins the speed dial from the dashboard without deleting record of it from the Module.</span></td><td style="background-color: rgb(149, 165, 166);">  
</td></tr><tr><td>Top</td><td>- <span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">A speed dial with a top placement shows immediately under the page header. </span>
- <span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">The vertical three dot icon opens a context menu with the options to edit or unpin.</span>

</td><td>[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/fpyimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/fpyimage.png)</td></tr><tr><td>Floating</td><td>- <span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">A speed dial with floating placement is shown as an up arrow icon in the bottom right hand corner that expands when clicked.</span>
- <span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">The context menu shows below links when a floating speed dial is expanded, as well as options to edit and unpin.</span>

</td><td>[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/159image.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/159image.png)</td></tr><tr><td>Widget</td><td>- <span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">A speed dial with widget placement will show within the grid of module.</span>
- <span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">The vertical three dot icon opens a context menu with the options to edit or unpin.</span>

</td><td>[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/iBtimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/iBtimage.png)

</td></tr></tbody></table>

# Module Summary Widget Explanation

<table border="1" id="bkmrk-module-summary-widge" style="border-collapse: collapse; width: 100%; border: 1px solid rgb(0, 0, 0);"><colgroup><col style="width: 15.8459%;"></col><col style="width: 7.50596%;"></col><col style="width: 25.6156%;"></col><col style="width: 51.112%;"></col></colgroup><tbody><tr><td class="align-center" colspan="4" style="border-color: rgb(0, 0, 0);">**<span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Module Summary Widget Explanation Table</span>**</td></tr><tr><td colspan="4" style="border-color: rgb(0, 0, 0);">- <span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Module Summaries are widgets that summarize all relevant and time sensitive information within specific modules and present it in a condensed format.</span>
- <span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">The widget header in bold identifies the Module being summarized. The first number to the right of the header indicates the number of outstanding or past due actions/ tasks / documents, etc. relevant to the user. If the user is a supervisor/admin, the second number (in parentheses) shows the total number of outstanding actions for the supervisor/admin plus that of all users that report to the supervisor/admin.</span>
- <span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">The vertical three dot icon opens a context menu with the singular option to Unpin.</span>

<p class="callout info"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">On a mobile device accessing the web version of KAStrack, additional options will show in the context menu, allowing the user to rearrange the ordering of the widgets within the widget grid.</span></p>

</td></tr><tr><td class="align-center" style="border-color: rgb(0, 0, 0);">**Module**</td><td colspan="2" style="border-color: rgb(0, 0, 0);">**Comments**  
</td><td class="align-center" style="border-color: rgb(0, 0, 0);">**Image**</td></tr><tr><td rowspan="6" style="border-color: rgb(0, 0, 0);">Actions  
</td><td colspan="2" style="border: 1pt solid rgb(0, 0, 0); padding: 0in 5.4pt;"><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Module Summary Widget Key</span>

</td><td rowspan="6" style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/YP3image.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/YP3image.png)

</td></tr><tr><td class="align-center" style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/O5Limage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/O5Limage.png)

</td><td style="border-color: rgb(0, 0, 0);"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Overdue</span></td></tr><tr><td class="align-center" style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/klqimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/klqimage.png)

</td><td style="width: 204.8pt; border: 1pt solid rgb(0, 0, 0); padding: 0in 5.4pt; height: 18.55pt;" valign="top" width="273"><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Nearing due date</span>

</td></tr><tr><td class="align-center" style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/V5fimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/V5fimage.png)

</td><td style="width: 204.8pt; border: 1pt solid rgb(0, 0, 0); padding: 0in 5.4pt; height: 18.55pt;" valign="top" width="273"><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Group(s) past inactivity date</span>

</td></tr><tr><td class="align-center" style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/uCXimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/uCXimage.png)

</td><td style="border-color: rgb(0, 0, 0);"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Outstanding with no due date</span></td></tr><tr><td class="align-center" style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/VYUimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/VYUimage.png)

</td><td style="width: 204.8pt; border: 1pt solid rgb(0, 0, 0); padding: 0in 5.4pt; height: 18.55pt;" valign="top" width="273"><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Outstanding</span>

</td></tr><tr><td rowspan="6" style="border-color: rgb(0, 0, 0);">Assets  
</td><td class="align-center" colspan="2" style="border-color: rgb(0, 0, 0);">Module Summary Widget Key</td><td rowspan="6" style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/Eepimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/Eepimage.png)

  
</td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/TBbimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/TBbimage.png)

</td><td style="width: 204.8pt; border: 1pt solid rgb(0, 0, 0); padding: 0in 5.4pt; height: 18.8pt;" valign="top" width="273"><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Overdue critical item task </span>

</td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/kIKimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/kIKimage.png)

</td><td style="border-color: rgb(0, 0, 0);"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Overdue task</span></td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/CuRimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/CuRimage.png)

</td><td style="border-color: rgb(0, 0, 0);"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Critical item task due soon</span></td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/uIEimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/uIEimage.png)

</td><td style="border-color: rgb(0, 0, 0);"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Task due soon</span></td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/Zpximage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/Zpximage.png)

</td><td style="border-color: rgb(0, 0, 0);"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Deferred Task</span></td></tr><tr><td rowspan="7" style="border-color: rgb(0, 0, 0);">Dispatch  
</td><td class="align-center" colspan="2" style="border-color: rgb(0, 0, 0);">Module Summary Widget Key</td><td rowspan="7" style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/9Tpimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/9Tpimage.png)

</td></tr><tr><td rowspan="6" style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/k6kimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/k6kimage.png)

</td><td style="width: 204.8pt; border: 1pt solid rgb(0, 0, 0); padding: 0in 5.4pt; height: 11pt;" valign="top" width="273"><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">To go to scheduled status</span>

</td></tr><tr><td style="width: 204.8pt; border-right: 1pt solid rgb(0, 0, 0); border-bottom: 1pt solid rgb(0, 0, 0); border-left: 1pt solid rgb(0, 0, 0); border-image: initial; border-top: none rgb(0, 0, 0); padding: 0in 5.4pt; height: 11pt;" valign="top" width="273"><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">To go to ready to dispatch status</span>

</td></tr><tr><td style="width: 204.8pt; border-right: 1pt solid rgb(0, 0, 0); border-bottom: 1pt solid rgb(0, 0, 0); border-left: 1pt solid rgb(0, 0, 0); border-image: initial; border-top: none rgb(0, 0, 0); padding: 0in 5.4pt; height: 11pt;" valign="top" width="273"><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">To go to dispatched status</span>

</td></tr><tr><td style="width: 204.8pt; border-right: 1pt solid rgb(0, 0, 0); border-bottom: 1pt solid rgb(0, 0, 0); border-left: 1pt solid rgb(0, 0, 0); border-image: initial; border-top: none rgb(0, 0, 0); padding: 0in 5.4pt; height: 11pt;" valign="top" width="273"><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">To go to completed status</span>

</td></tr><tr><td style="width: 204.8pt; border-right: 1pt solid rgb(0, 0, 0); border-bottom: 1pt solid rgb(0, 0, 0); border-left: 1pt solid rgb(0, 0, 0); border-image: initial; border-top: none rgb(0, 0, 0); padding: 0in 5.4pt; height: 11pt;" valign="top" width="273"><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">To go to cancelled status</span>

</td></tr><tr><td style="width: 204.8pt; border-right: 1pt solid rgb(0, 0, 0); border-bottom: 1pt solid rgb(0, 0, 0); border-left: 1pt solid rgb(0, 0, 0); border-image: initial; border-top: none rgb(0, 0, 0); padding: 0in 5.4pt; height: 11pt;" valign="top" width="273"><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">To go to archived status</span>

</td></tr><tr><td rowspan="7" style="border-color: rgb(0, 0, 0);">Documents

</td><td class="align-center" colspan="2" style="border-color: rgb(0, 0, 0);">Module Summary Widget Key</td><td rowspan="7" style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/oxpimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/oxpimage.png)

</td></tr><tr><td rowspan="2" style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/uAEimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/uAEimage.png)

</td><td style="border-color: rgb(0, 0, 0);"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Overdue continued suitability review</span></td></tr><tr><td style="border-color: rgb(0, 0, 0);"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Waiting to be published</span></td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/JDIimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/JDIimage.png)

</td><td style="border-color: rgb(0, 0, 0);"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Need(s) approval</span></td></tr><tr><td rowspan="3" style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/rO7image.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/rO7image.png)

</td><td style="border-color: rgb(0, 0, 0);"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Require(s) acknowledgement/approval</span></td></tr><tr><td style="border-color: rgb(0, 0, 0);"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Reviewed but not yet approved</span></td></tr><tr><td style="border-color: rgb(0, 0, 0);"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Notification(s) of new revisions</span></td></tr><tr><td style="border-color: rgb(0, 0, 0);">Drafts Form Entries Assigned to Me</td><td colspan="2" style="border-color: rgb(0, 0, 0);"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Forms can be designed to allow users to save their current work as a draft, giving them the option to come back to an entry and complete it at a later time. If a user has any active Draft Entries assigned to their account, they can be accessed through a quick link in the Draft Form Entries Assigned to Me Module Summary.</span></td><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/wBJimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/wBJimage.png)

</td></tr><tr><td rowspan="3" style="border-color: rgb(0, 0, 0);">Finances  
</td><td class="align-center" colspan="2" style="border-color: rgb(0, 0, 0);"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Module Summary Widget Key</span></td><td rowspan="3" style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/cZUimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/cZUimage.png)

</td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/J12image.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/J12image.png)

</td><td style="border-color: rgb(0, 0, 0);"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Outstanding Budget Items</span></td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/hxIimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/hxIimage.png)

</td><td style="border-color: rgb(0, 0, 0);"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Pending Approvals</span></td></tr><tr><td rowspan="5" style="border-color: rgb(0, 0, 0);">Forms</td><td class="align-center" colspan="2" style="border-color: rgb(0, 0, 0);">Module Summary Widget Key</td><td rowspan="5" style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/6OJimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/6OJimage.png)

</td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/Y1rimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/Y1rimage.png)

</td><td style="border-color: rgb(0, 0, 0);">Approval past due</td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/36himage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/36himage.png)

</td><td style="border-color: rgb(0, 0, 0);">Approval required</td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/Kczimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/Kczimage.png)

</td><td style="border-color: rgb(0, 0, 0);">Drafts</td></tr><tr><td colspan="2" style="border-color: rgb(0, 0, 0);"><p class="callout info"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">At the bottom of the Forms Module Summary Widget, forms attached to the dashboard are shown as quick links for ease of access. This is set in the Form’s settings by its creator or an Admin.</span></p>

<details><summary>How To: Add Forms to the Forms Module Summary Widget</summary>

{{@22}}

</details></td></tr><tr><td rowspan="3" style="border-color: rgb(0, 0, 0);">Kanban  
</td><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/nngimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/nngimage.png)

</td><td style="border-color: rgb(0, 0, 0);"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">All To Do Notifications in Kanban</span></td><td rowspan="3" style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/tqKimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/tqKimage.png)

Kanban Module Summary

[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/GXJimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/GXJimage.png)

Customizable Kanban Board Module Summary

</td></tr><tr><td colspan="2" style="border-color: rgb(0, 0, 0);"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">The Kanban Module Summary cannot be customized. Each board will show with the total number of to dos associated with it. </span>  
</td></tr><tr><td colspan="2" style="border-color: rgb(0, 0, 0);">Each Kanban Board can have their own individual Module Summary, which can be customized at the Kanban level. Changes to the Board Module Summary will show to all who add the widget.

<span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; background: aqua; mso-highlight: aqua; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Coming Soon: How To Customize a Kanban Board Module Summary Widget</span>  
</td></tr><tr><td rowspan="2" style="border-color: rgb(0, 0, 0);">Meetings  
</td><td colspan="2" style="border-color: rgb(0, 0, 0);"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Meeting with Recent Instance</span></td><td rowspan="2" style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/EdEimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/EdEimage.png)

</td></tr><tr><td colspan="2" style="border-color: rgb(0, 0, 0);"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Meeting with no Instances</span></td></tr><tr><td rowspan="8" style="border-color: rgb(0, 0, 0);">People  
</td><td class="align-center" colspan="2" style="border-color: rgb(0, 0, 0);">Module Summary Widget Key</td><td rowspan="8" style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/1ADimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/1ADimage.png)

</td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/BW2image.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/BW2image.png)

</td><td style="border-color: rgb(0, 0, 0);">Expired Certification</td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/7g3image.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/7g3image.png)

</td><td style="border-color: rgb(0, 0, 0);">Expired Competency</td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/1SDimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/1SDimage.png)

</td><td style="border-color: rgb(0, 0, 0);">Overdue Certification</td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/8EOimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/8EOimage.png)

</td><td style="border-color: rgb(0, 0, 0);">Overdue Competency</td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/kw9image.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/kw9image.png)

</td><td style="border-color: rgb(0, 0, 0);">Due Certification</td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/7v0image.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/7v0image.png)

</td><td style="border-color: rgb(0, 0, 0);"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Aptos',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">In Training or Deferred Certification</span></td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/HY6image.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/HY6image.png)

</td><td style="border-color: rgb(0, 0, 0);">In Training or Deferred Competency</td></tr><tr><td rowspan="4" style="border-color: rgb(0, 0, 0);">People- Competency  
</td><td class="align-center" colspan="2" style="border-color: rgb(0, 0, 0);">Module Summary Widget Key</td><td rowspan="4" style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/1slimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/1slimage.png)

</td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/RGMimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/RGMimage.png)

</td><td style="border-color: rgb(0, 0, 0);">Expired Competency</td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/eucimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/eucimage.png)

</td><td style="border-color: rgb(0, 0, 0);">Overdue Competency</td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/iTCimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/iTCimage.png)

</td><td style="border-color: rgb(0, 0, 0);">In Training or Deferred Competency</td></tr><tr><td rowspan="5" style="border-color: rgb(0, 0, 0);">People- Courses  
</td><td class="align-center" colspan="2" style="border-color: rgb(0, 0, 0);">Module Summary Widget Key</td><td rowspan="5" style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/Fnjimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/Fnjimage.png)

</td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/nEbimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/nEbimage.png)

</td><td style="border-color: rgb(0, 0, 0);">Expired</td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/Boaimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/Boaimage.png)

</td><td style="border-color: rgb(0, 0, 0);">Overdue Courses</td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/dfAimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/dfAimage.png)

</td><td style="border-color: rgb(0, 0, 0);">Due Courses</td></tr><tr><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/amgimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/amgimage.png)

</td><td style="border-color: rgb(0, 0, 0);">Deferred Courses</td></tr></tbody></table>

# Chart Wizard Explanation

<table border="1" id="bkmrk-chart-widget-explana-1" style="border-collapse: collapse; width: 100%; border: 1px solid rgb(0, 0, 0);"><colgroup><col style="width: 33.3598%;"></col><col style="width: 33.3598%;"></col><col style="width: 33.3598%;"></col></colgroup><tbody><tr><td colspan="3" style="border-color: rgb(0, 0, 0);">**<span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Chart Widget Explanation Table</span>**  
</td></tr><tr><td colspan="3" style="border-color: rgb(0, 0, 0);"><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; mso-font-kerning: 0pt; mso-ligatures: none;"><span style="mso-list: Ignore;"><span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">The widget header in bold identifies the chart title and the chart type.</span>

<span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;"> The vertical three dot icon to the right opens a context menu with the options to View Chart and Unpin.</span>

</td></tr><tr><td style="border-color: rgb(0, 0, 0);">**<span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Charts</span>**</td><td style="border-color: rgb(0, 0, 0);">**<span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Type and Recommended Usage</span>**</td><td style="border-color: rgb(0, 0, 0);">**<span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Image</span>**</td></tr><tr><td rowspan="5" style="border-color: rgb(0, 0, 0);"><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Representative</span></td><td style="width: 155.85pt; border-top: none rgb(0, 0, 0); border-left: none rgb(0, 0, 0); border-bottom: 1pt solid rgb(0, 0, 0); border-right: 1pt solid rgb(0, 0, 0); padding: 0in 5.4pt; height: 2.7pt;" valign="top" width="208"><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Bar Chart:</span>

<span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Recommended when comparing quantities across different categories</span>

</td><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/gl1image.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/gl1image.png)

</td></tr><tr><td style="width: 155.85pt; border-top: none rgb(0, 0, 0); border-left: none rgb(0, 0, 0); border-bottom: 1pt solid rgb(0, 0, 0); border-right: 1pt solid rgb(0, 0, 0); padding: 0in 5.4pt; height: 2.7pt;" valign="top" width="208"><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Horizontal Bar Chart:</span>

<span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Recommended when comparing quantities across different quantities</span>

</td><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/uNDimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/uNDimage.png)

</td></tr><tr><td style="width: 155.85pt; border-top: none rgb(0, 0, 0); border-left: none rgb(0, 0, 0); border-bottom: 1pt solid rgb(0, 0, 0); border-right: 1pt solid rgb(0, 0, 0); padding: 0in 5.4pt; height: 2.7pt;" valign="top" width="208"><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Pie Chart:</span>

<span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Recommended when showing composition and parts of a whole</span>

</td><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/lIVimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/lIVimage.png)

</td></tr><tr><td style="width: 155.85pt; border-top: none rgb(0, 0, 0); border-left: none rgb(0, 0, 0); border-bottom: 1pt solid rgb(0, 0, 0); border-right: 1pt solid rgb(0, 0, 0); padding: 0in 5.4pt; height: 2.7pt;" valign="top" width="208"><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Line Chart:</span>

<span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Recommended when showing continuous data trends over time</span>

</td><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/GQLimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/GQLimage.png)

</td></tr><tr><td style="width: 155.85pt; border-top: none rgb(0, 0, 0); border-left: none rgb(0, 0, 0); border-bottom: 1pt solid rgb(0, 0, 0); border-right: 1pt solid rgb(0, 0, 0); padding: 0in 5.4pt; height: 2.7pt;" valign="top" width="208"><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Doughnut Chart:</span>

<span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Recommended when showing parts of a whole and highlighting a total or key metric in the center</span>

</td><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/7byimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/7byimage.png)

</td></tr><tr><td style="border-color: rgb(0, 0, 0);"><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Trending</span></td><td style="width: 155.85pt; border-top: none rgb(0, 0, 0); border-left: none rgb(0, 0, 0); border-bottom: 1pt solid rgb(0, 0, 0); border-right: 1pt solid rgb(0, 0, 0); padding: 0in 5.4pt;" valign="top" width="208"><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Line Chart:</span>

<span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Recommended when emphasizing patterns and direction of change</span>

</td><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/P0Mimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/P0Mimage.png)

</td></tr><tr><td rowspan="2" style="border-color: rgb(0, 0, 0);"><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">Empty Chart</span></td><td style="width: 155.85pt; border-top: none rgb(0, 0, 0); border-left: none rgb(0, 0, 0); border-bottom: 1pt solid rgb(0, 0, 0); border-right: 1pt solid rgb(0, 0, 0); padding: 0in 5.4pt; height: 6.75pt;" valign="top" width="208"><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">If you see a chart but no data appears, confirm that the value column contains numeric values.</span>

</td><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/nqsimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/nqsimage.png)

</td></tr><tr><td style="width: 155.85pt; border-top: none rgb(0, 0, 0); border-left: none rgb(0, 0, 0); border-bottom: 1pt solid rgb(0, 0, 0); border-right: 1pt solid rgb(0, 0, 0); padding: 0in 5.4pt; height: 6.75pt;" valign="top" width="208"><span style="mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-font-kerning: 0pt; mso-ligatures: none;">If a chart widget does not show a chart, it is because you do not have authorization to view that data.</span>

</td><td style="border-color: rgb(0, 0, 0);">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/KQ3image.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/KQ3image.png)

</td></tr></tbody></table>