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Module Summary Widget Explanation

Module Summary Widget Explanation Table
  • Module Summaries are widgets that summarize all relevant and time sensitive information within specific modules and present it in a condensed format.
  • 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.
  • The vertical three dot icon opens a context menu with the singular option to Unpin.

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.
Module Comments
 Image
Actions

Module Summary Widget Key

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 Overdue

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Nearing due date

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Group(s) past inactivity date

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 Outstanding with no due date

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Outstanding
Assets
 Module Summary Widget Key

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Overdue critical item task 

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 Overdue task

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 Critical item task due soon

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 Task due soon

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 Deferred Task
Dispatch
 Module Summary Widget Key

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To go to scheduled status

To go to ready to dispatch status

To go to dispatched status

To go to completed status

To go to cancelled status

To go to archived status

Documents

 Module Summary Widget Key

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 Overdue continued suitability review
Waiting to be published

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 Need(s) approval

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 Require(s) acknowledgement
Reviewed but not yet approved
Notification(s) of new revisions
Drafts Form Entries Assigned to Me 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.

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Finances
 Module Summary Widget Key

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 Outstanding Budget Items

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 Pending Approvals
Forms Module Summary Widget Key

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 Approval past due

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 Approval required

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 Drafts

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.

 

WIKI ILINK HOW TO: ADD FORMS TO THE FORMS MODULE SUMMARY
Kanban

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 All To Do Notifications in Kanban

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Kanban Module Summary

 

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Customizable Kanban Board Module Summary
The Kanban Module Summary cannot be customized. Each board will show with the total number of to dos associated with it.

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.

 

WIKI LINK HOW TO CUSTOMIZE AN INDIVIDUAL BOARD MODULE SUMMARY
Meetings
 Meeting with Recent Instance

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Meeting with no Instances
People
 Module Summary Widget Key

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 Expired Certification

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 Expired Competency

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 Overdue Certification

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 Overdue Competency

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 Due Certification

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 In Training or Deferred Certification

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 In Training or Deferred Competency
People- Competency
 Module Summary Widget Key

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 Expired Competency

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 Overdue Competency

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 In Training or Deferred Competency
People- Courses
 Module Summary Widget Key

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 Expired

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 Overdue Courses

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 Due Courses

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 Deferred Courses

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