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Database Home Page

The Home Page contains the Database Table, where all existing databases built within your system are stored. Checkboxes allow for databases to be shown in their designated groups in the Database Table and allows for empty groups to be hidden in the Database Table.

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All System Databases (undeletable databases created by KAStrack in your subdomain) are housed in the Systems Database Group on the Database Home Page.

New databases can be created by selecting the “Create Database” button.

Checkboxes allow you to filter the database list by electing to show the databases in groups (rather than a singular table with databases listed in alphabetical order) and hide any empty groups. Links to Collapse/Expand all groups in the header enable quick actions.

Each database in the Database Table has a three-dot icon to the right. Selecting this icon opens the database context menu. An explanation of each option on the context menu is included in the table below.

The visibility of context menu options is dependent on the access level assigned to an individual.

Database Table Context Menu Option Explanation

Option

Explanation

View Database

Selecting “View Database” opens the View Database Modal, which states the Database Title, Creation Date and Time, Description, and a link for the PDF URL.

Add Entry

Selecting “Add Entry” on the context menu opens a New Database Entry Modal.


The modal that appears for a new database entry has already been customized for that specific database and will vary significantly based on its purpose and design.


How To: Add an Individual Database Entry

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Manage Entries

Selecting “Manage Entries” on the context menu opens the Entries for Database (DatabaseName) Page and the Database Entries Table. Entries can be added, imported, and exported on this page. Bulk edits can also be enabled for efficiency.


How To: Edit a Database Entry

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Field

Selecting “Fields” on the context menu opens the Fields for database (DatabaseName) Page on the Fields Tab which shows the Fields Table. New fields can be added to the database from this tab.


How To: Add a Database Field

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Rules

Selecting “Rules” on the context menu opens the Rules for database (DatabaseName) Page on the Rules Tab which shows the Rules Table. New rules can be added to the database from this tab.


How To: Add a Database Rule

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Upload CSV

Selecting “Upload CSV” on the context menu opens the Upload CSV for (DatabaseName) Modal. This can be used to upload database fields or database entries.


If a field has already been added to a database, you are no longer able to bulk import database field names from a CSV file. You are now required to enter each field name individually.


How To: Import Fields from a PDF Field Import

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How To: Import Fields from a CSV File Into a Database

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Edit Database

Selecting “Edit Database” on the context menu open the Edit Database Modal, allowing an individual to edit the specific permissions established when the database was created.


How To: Edit a Database

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Copy Database

Selecting “Copy Database” on the context menu opens the Copy (DatabaseName) Modal.


How To: Copy a Database

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Delete Database

Selecting “Delete Database” from the context menu opens the Delete Database Confirmation Modal.


How To: Delete a Database

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Notes Regarding the Downloadable Template for Uploading CSV Files

The first row of the CSV file is for each of the database fields. If you download a CSV Template from the Upload CSV Modal, two additional column headers will show that are not database fields: Entry ID and Modify Existing Entry.

If you are importing database entries and no entries have been added to the database yet, leave these columns blank in your upload.

If database entries already exist in the database, the Entry ID column will contain the unique system generated ID for each pre-existing database entry. Leave this column blank if the row is to be imported as a new entry. The second column, Modify Existing Entry, should have a “Y” input if the existing entry is being modified and an “N” input if it has not been modified. Leave it blank if the entry is new.