Dispatch Details Page

Each dispatch has its own Dispatch Details Page. 
 Any relevant users, certification roles, documents, assets, actions, reports or forms can be added to an individual dispatch. This information is compiled to generate the read-only Dispatch Order PDF. 
 The header of the Dispatch Details Page states the Dispatch ID number, title, and status. If approval is pending for the dispatch, it will be indicated here.  To the right of the status are icons that serve as action quick links. Any tags associated with the Dispatch are displayed to the right of the icons. 
 
 There are ten possible sections that can be utilized on a dispatch. A description of each section is included in the table below. 
 Dispatch Detail Page Section Explanations Section Explanation Itinerary The itinerary section can be added to the dispatch details page, outlining any activity and waypoints associated with the dispatch. How To: Add a Waypoint to an Itinerary To add a waypoint to a dispatch itinerary, open the specific dispatch whose itinerary you wish to edit by adding a waypoint. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch page. 
 
 This opens the Dispatch Details Page. 
 
 Select the location icon to the right of the Itinerary header, opening the Add Waypoint Modal. 
 
 Select a specific location from the Waypoint Location from the dropdown menu or select on-off location if applicable. If one-off is selected, the modal expands so the specific location can input into a textbox. 
 If this waypoint is the starting location or final destination, leave the arrival date / departure date blank. 
 Customized locations can be added to the dropdown menu by clicking the “Locations” clickable link. This opens the Locations Database in the Database Module. WIKI LINK HOW TO ADD DISPATCH LOCATIONS TO THE LOCATIONS DATABASE FORM 
 Include the expected arrival date, departure date, and any notes relevant to the waypoint. 
 Select the “Save” button and the new waypoint now shows on the itinerary. 
 
 How To: Add an Activity to a Dispatch Itinerary To add an activity to the dispatch itinerary, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch you wish to add an activity to. 
 
 This opens the Dispatch Details Page. 
 
 Select the plus sign box icon to the right of the Itinerary header, opening the Add Activity Modal. 
 
 Input the new activity title, expected start and finish dates, as well as any relevant activity note. 
 Selecting the pencil icon will allow you to edit time zones as needed. 
 Select “Save” and the Activity now shows on the Dipatch Details Page. 
 Itinerary Status Indicator Explanations Status Indicator Explanation The itinerary or activity waypoint status is white prior to the expected start date/ arrival time. An itinerary or activity waypoint status is red when it is past the expected start time or arrival time. The checkmark designates that that the actual start and finish times have been input for the activity / waypoint and the itinerary activity is complete. People People can be added to the dispatch details page. How To: Add People to a Dispatch To add people to a dispatch, open the specific dispatch you wish to add people to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page. 
 
 People can be added to a dispatch by selecting the plus sign icon to the right of the People column header or by selecting the identification icon. Selecting the identification icon will allow you to add people through their certification role. 
 
 To Add People to a Dispatch through People 
 Select the plus sign to the right of the People Section header. This opens the Add People Modal. 
 
 Select the KAStrack user to be added to the dispatch from the dropdown menu. There is an External User option if the individual is a not a KAStrack user. The system will automatically input the First , Last and username as the Display Name. This can be edited. 
 Add any notes regarding the user being added to the dispatch as desired. 
 Select “Save” and the user is added to the dispatch page. 
 To Add People to a Dispatch through their Certification Role 
 To add people to a dispatch through a certification role, select the identification card Icon to the right of the plus sign in the People Column. This opens the Add People by Certification Role Modal. 
 
 First, select the desired Certification Role from the dropdown menu. 
 Selecting the checkbox will only show people who are not red in this role. The People associated with the selected certification role will now be displayed in the the People dropdown menu. 
 The Display Name will auto populate with the First, Last, and username of the individual. Edit as desired to indicate the display name and add relevant notes. 
 Select “Save” and return to the dispatch page. Once added, hovering your cursor over the displayed name shows icons that open the individual user page, that edit the People attachment, and delete the People attachment from the dispatch details. Certifications Certifications that are added to the dispatch details page shows the compliance status of all people that have been added for that particular dispatch with respect to the certification. How To: Add Certifications to a Dispatch To add certifications to a dispatch, open the specific dispatch you wish to add certifications to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page. 
 
 Certifications can be added to a dispatch by selecting the plus sign icon to the right of the Certifications column header. 
 
 This opens the Add Certifications Modal. 
 
 Certifications can be selected from the dropdown menu. Edit the display name as desired, and add any notes relevant to the certification. 
 Select “Save” and the certification now shows on the dispatch. Documents Documents can be added to the dispatch details page. How To: Add KAStrack Documents Module Files to a Dispatch To add documents to a dispatch, open the specific dispatch you wish to add documents to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page. 
 
 Documents can be added to a dispatch by selecting the plus sign icon to the right of the Documents column header. 
 
 This opens the Add Documents Modal. 
 
 Select the appropriate document to be added to the dispatch from the drop-down menu. 
 Only the documents the user has permissions to view and access will be displayed. 
 Edit the display name as desired and input any notes regarding the document. 
 Select the “Save” button and the document will be added to the dispatch. Once added, hovering your cursor over the displayed name shows icons that view the attached file, that edit the Documents attachment, and delete the Documents attachment from the dispatch details. Assets Assets can be added to the dispatch details page. How To: Add Assets to a Dispatch To add assets to a dispatch, open the specific dispatch you wish to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page. 
 
 Assets can be added to a dispatch by selecting the plus sign icon to the right of the Assets column header. 
 
 Selecting the plus sign icon opens the Add Assets Modal. 
 
 Select the asset you wish to add to the dispatch from the dropdown menu. Edit the display name if desired. Include any notes relevant to the asset and select the “Save” button. 
 The asset will now show on the Dispatch Details Page. Actions Actions can be added to the dispatch details page. How To: Add Actions to a Dispatch To add actions to a dispatch, the action group template being linked to the dispatch must already have been created. 
 How To: Create a New Action Group Template To create a New Action Group Template, select Templates from the Actions Module Main Menu, opening the Manage Templates Page. 
 
 Select the “New Template” button, opening the New Template Modal. 
 
 There are several fields associated with the creation of an action group template. 
 Action Group Field Input Explanations Field Explanation Title Input the title for the new action group. Status An action group can be assigned a status of Active, Needs Attention, Canceled, or Archived. Select the appropriate status from the Status dropdown menu on the modal. The status of an action group is manually applied and edited. How To: Edit an Action Group Status Action groups are manually assigned a group status that can be manually edited as needed for the action group. The default Group Statuses include Active, Needs Attention, Cancelled, and Archived. 
 To change the action group status, click the edit icon next to the group's title on the Actions Home Page, or select the Groups Page on the Main Menu, opening the Manage Action Groups Page. Then click the three-dot icon to the right of the action group to open the Action Group Context Menu. 
 
 Select “Action Group Properties” from the context menu opening the Action Group Properties Modal. 
 
 Select the appropriate action group status from the dropdown menu provided and select “Save”. Workflow The workflow dropdown menu will offer the system default workflows (Basic, Basic with Approval, Complex with Approval), as well as any workflows that have been created by your organization. Default Warn Before Input a numerical value for the number of days a default warning will be sent. This input determines when action within the action group will turn from blue (the action is outstanding) to yellow (the action is nearing its due date). Date The Action Group Date is flexible in concept and can be used as bet fit by your organization. Description Input a description for the action group. Tags Include any open, permissive, or restrictive tags as desired. Budget ($) Leave this blank if you do not want to generate a new budget in the Finance Module for the Action Group. Input a dollar amount to create the budget. Budget Alerts Click "Add Alert" in the Budget Alerts Section to create a budget alert to be associated with the action group budget. This will expand the modal displaying budget alert preferences. How To: Add A Budget Alert for an Action Group To add a budget alert for an action group, edit the group from the Groups Page, or go to the Actions Home Page and click the title of the action group you wish to create a budget alert for. 
 
 This opens the specific action group page. The second icon to the right of the action group header is the edit action group icon. 
 
 Select the Action Group Properties Icon, opening the Action Group Properties Modal. 
 
 Select the clickable “Add Alert” link, expanding the modal to include new fields. 
 
 The alert can be triggered by the amount remaining in the budget falling below a specified amount, or if the percentage remaining falls before a specified percentage. Budget alerts can be sent to users or roles. 
 Input the preferred alert specifics and select add. The newly saved budget alert will show as saved in the modal. 
 
 Multiple budget alerts can be customized within the action group. Budget Approvers Select the desired budget approver group from the dropdown menu. Note: Budget approval groups at the Action Group level must be created on the Settings Page: Budget Approvers Tab. Send an Inactivity alert after # of days An Action Group inactivity alert will be sent to the designated users / roles after a specified number of days of inactivity. Input a numerical value telling the system to send a notice after the specified days of inactivity. Within an action group, a workflow status change, creating or completing an action, a file upload, or action comment will reset the inactivity alert. Permission for comments to reset the inactivity alert is a customizable preference. Send the inactivity alert to Input the users and roles you wish to receive the inactivity alert. Admins Input the users who are to be identified as Admins for the Action Groups. Users / Roles who can view this group Select the Users / Roles who can view this action group. The users / roles selected will have view only permissions for every action within the action group. Users / Roles who can edit their own actions Select the Users / Roles who can edit their own actions. The users / roles selected will have the ability to edit any actions they created or are assigned to in the action group. Focal Point User For this Group Identify the focal point user of the group. This field is purely informational. There are no permissions associated with the focal point designation. Organization can utilize this field to identify a key contact for an action group. If this action group is being utilized for certification or training processes, using the relevant individual’s name as the focal point provides a database reference that enables reports and organizational capabilities. Only one user can be designated as the focal point. Assigned User Permissions Section The permissions established in this section will be applied to all users in the group by default. Edit All Fields Selecting the "Edit All Fields" checkbox will remove all other checkboxes from the modal and will give all users in the action group the ability to edit action status, add comments, delete own comments, and upload files. Edit Action Status Selecting the "Edit Action Status" checkbox will give all assigned users in the action group the ability to edit the action status. Add Comments Selecting the "Add Comments" checkbox will give all users in the action group the ability to add comments to an action. Delete Own Comments Selecting the "Delete Own Comments" checkbox will give all users in the action group the ability to delete their own comments made regarding an action. Upload Files Selecting the "Upload Files" checkbox will give all users in the action group the ability to upload files to an action. 
 After inputting the appropriate information into the modal, select “Save”. 
 The new Action Group Template will be displayed on the Templates Page in the Action Group Templates Table. 
 
 To add actions to a dispatch, open the specific dispatch you wish to add an action to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page. 
 
 Actions can be added to a dispatch by selecting the plus sign icon to the right of the Actions section header. Selecting this icon opens the Add Actions Modal. 
 
 Select the appropriate pre-created action group template from the drop-down menu. Input the name you want displayed on the dispatch details page. Include any notes relevant to the asset and select the “Save” button. 
 The action group will now show on the Dispatch Details Page. Reports Reports can be added to the dispatch details page. How To: Add Reports to a Dispatch To add reports to a dispatch, open the specific dispatch you wish to add reports to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page. 
 
 Reports can be added to a dispatch by selecting the plus sign icon to the right of the Reports column header. 
 
 Selecting the plus sign icon to the right of Reports opens the Add Reports Modal. 
 
 Select the report you wish to add to the dispatch from the dropdown menu. Edit the display name if desired. Include any notes relevant to the report and select the “Save” button. 
 The report will now show on the Dispatch Details Page. Forms Forms can be added to the dispatch details page. How To: Add Forms to a Dispatch To add forms to a dispatch, open the specific dispatch you wish to add forms to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page. 
 
 Forms can be added to a dispatch by selecting the plus sign icon to the right of the Forms column header. 
 
 Selecting the plus sign icon to the right of Forms opens the Add Forms Modal. 
 
 Select the form you wish to add to the dispatch from the dropdown menu. 
 Select the “Allow Entries to be Automatically Attached” of you would like the entries on this form to be linked to the Dispatch Details Page. 
 Select the “Require an entry before dispatch can be completed” checkbox if you would like to require that a form entry is submitted before the dispatch can be marked as completed. 
 Edit the display name if desired. Include any notes relevant to the report and select the “Save” button. 
 The form will now show on the Dispatch Details Page. Distribution List Users and certification roles can be added to the dispatch distribution list. How To: Add Distribution Lists to a Dispatch Distribution Lists are the individuals designated to receive a PDF copy of the dispatch orders, sent through the KAStrack Communications Module. They can be pre-defined in the Dispatch Module 
 To add distribution lists to a dispatch, open the specific dispatch you wish to add a distribution list to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page. 
 
 Distribution Lists can be added to a dispatch by selecting the plus sign icon to the right of the Distribution List column header. 
 
 Selecting the plus sign icon to the right of Distribution List opens the Add People and Certification Roles Modal. 
 
 Pre-defined distribution lists, users, and certification roles can all be selected via the dropdown menu. Pre-existing distributions lists can be created within this module. 
 How To: Create a Pre-Defined Distribution List To create a new pre-defined distribution list, go to the Distribution Lists Tab on the Settings Page of the Dispatch Module. 
 
 Click the “New Distribution List” button above the Pre-Defined Distribution List Table opening the New Distribution List Modal. 
 
 Input the Title of the new distribution list. Clicking the Members field will open a dropdown menu of all Users and Certification Roles that can be added to the Distribution Lists. Multiple selections can be made. 
 Select the “Save” button and the new distribution list will now show in the Pre-Defined Distribution List Table. 
 
 Edit the display name if desired and select the “Save” button. The individuals on the distribution list will now show on the dispatch details page. 
 An individual will only be listed once even if they are in multiple pre-defined distribution lists. Pre-defined Distribution Lists can be created on the Settings Page of the Dispatch Module and added to the dispatch. How To: Create a Pre-Defined Distribution List To create a new pre-defined distribution list, go to the Distribution Lists Tab on the Settings Page of the Dispatch Module. 
 
 Click the “New Distribution List” button above the Pre-Defined Distribution List Table opening the New Distribution List Modal. 
 
 Input the Title of the new distribution list. Clicking the Members field will open a dropdown menu of all Users and Certification Roles that can be added to the Distribution Lists. Multiple selections can be made. 
 Select the “Save” button and the new distribution list will now show in the Pre-Defined Distribution List Table. 
 Approvers Approvers can be added to a dispatch and approval can be required for any dispatch status change. How To: Add Approvers to a Dispatch To add approvers to a dispatch, open the specific dispatch you wish to add approvers to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page. 
 
 Approval can be required for any dispatch status change (Scheduled, Ready to Dispatch, Dispatched, Completed, Canceled, and Archived). Approvers can be added to a dispatch by selecting the plus sign icon to the right of the People column header. 
 
 Selecting the plus sign icon to the right of Approvers opens the Add Approvers Modal. 
 
 The first dropdown menu opens to dispatch statuses. 
 
 Select what part of the dispatch process needs approval. 
 Use the second dropdown menu to select the user or role that needs to approve the status change. 
 Edit the display name if desired and select the “Save” button. 
 The approvers and the status their approval is required to reach are now displayed on the Dispatch Details Page. Once added, hovering your cursor over the displayed name shows icons that edit and delete the approver attachment to the dispatch details. 
 An explanation of all icons used on the Dispatch Details Page are included in the table below. 
 Dispatch Detail Page Icon Explanations Location Icon / Option Explanation Header Row Selecting the edit icon from the header row will open the Edit Dispatch Modal where the dispatch title, tags, status, and incident viewing privileges can be edited. How To: Edit a Dispatch To edit a dispatch, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch you wish to edit. 
 
 This opens the Dispatch Details Page. 
 
 Click the edit dispatch properties icon to the right of the dispatch status opening the Dispatch Properties Modal. 
 
 Edit the dispatch title, add/remove tags, change the dispatch status, indicate who has incident visibility, add notes or a footer for the distribution list. 
 Select the “Save” button and your edits have been saved. Header Row Selecting the flag icon will open the Update Itinerary Modal, which can be used to mark a waypoint as departed or arrived. How To: Update Waypoint Arrival/Departure Status To update a waypoint with actual arrival/ departure data, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch you need to indicate an incident for. 
 
 This opens this dispatch details page. 
 
 Select the flag icon on the header row to open the Update Itinerary Modal. 
 
 The current time/date are automatically input into the modal but can be edited if needed. Incidents and notes can be included. 
 Select the “Mark as Finished” modal and a confirmation pop up states, “Waypoint status has been updated." 
 Header Row Selecting the PDF icon will open a View Document Modal showing the Dispatch Order. The Dispatch Order can be downloaded and printed from this modal. How To: View a Dispatch Order To view a dispatch order, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch whose dispatch order you wish to view. 
 
 This opens the Dispatch Details Page. 
 
 Click the PDF icon to the right of the dispatch status opening the View Document Modal, which displays the Dispatch Order. 
 The Dispatch Order can be downloaded and printed from this modal. Header Row Selecting the QR Code icon will open the QR Code Modal. How To: Access a Dispatch QR Code To access a dispatch QR code, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch whose QR code you wish to access. 
 
 This opens the Dispatch Details Page. 
 
 Click the QR Code icon to the right of the dispatch status opening the QR Code Modal. 
 
 Select the “Close” button to return to the Dispatch Details Page. Header Row Selecting the envelope icon will open the Send Communications Page in the Communications Module. The individuals in the distribution list have been input into the To: field and the specific Dispatch Orders are attached. How To: Send a Dispatch Order via Email To send a dispatch order, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch whose dispatch order you wish to send out. 
 
 This opens the Dispatch Details Page. 
 
 Click the envelope icon to the right of the dispatch status opening the Send Communications Page in the Communications Module. 
 
 The distribution list for the dispatch has automatically been included in the To: field, A generic subject and message are included. The specific dispatch orders have already been attached to the email. 
 Select the “Send” button, and a check confirms that the message has been qued for sending. 
 Header Row Selecting the book icon will open the Dispatch Log which provides a record with a date and time stamp for any user activity in the dispatch. How To: Access a Dispatch Log To access a specific dispatch log with record of all dispatch activity, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch whose log you wish to access. 
 
 This opens the Dispatch Details Page. 
 
 Click the book icon in the header row opening the Dispatch Log Page. 
 Click the Dispatch Title in the header to return to the Dispatch Details Page. Header Row Selecting the trashcan icon will open the Dispatch Delete Confirmation Modal, which states the dispatch title as asks for confirmation before permanent deletion. How To: Delete a Dispatch To delete a dispatch, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch you wish to delete. 
 
 This opens the Dispatch Details Page. 
 
 Click the trashcan icon in the header row opening the Dispatch Deletion Confirmation Modal. 
 
 The modal states, “Are you sure you wish to delete this dispatch? This cannot be undone!” 
 Select the “Delete” button and the dispatch has been permanently deleted. The following icons are displayed in the individual dispatch details sections. Itinerary Selecting the Location Icon to the right of the Itinerary Section header opens the Add Waypoint Modal, allowing waypoints to be added to the dispatch itinerary. The location icon to the left of a waypoint title indicates the information pertains to a waypoint and not a dispatch activity. How To: Add a Waypoint to an Itinerary To add a waypoint to a dispatch itinerary, open the specific dispatch whose itinerary you wish to edit by adding a waypoint. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch page. 
 
 This opens the Dispatch Details Page. 
 
 Select the location icon to the right of the Itinerary header, opening the Add Waypoint Modal. 
 
 Select a specific location from the Waypoint Location from the dropdown menu or select on-off location if applicable. If one-off is selected, the modal expands so the specific location can input into a textbox. 
 If this waypoint is the starting location or final destination, leave the arrival date / departure date blank. 
 Customized locations can be added to the dropdown menu by clicking the “Locations” clickable link. This opens the Locations Database in the Database Module. WIKI LINK HOW TO ADD DISPATCH LOCATIONS TO THE LOCATIONS DATABASE FORM 
 Include the expected arrival date, departure date, and any notes relevant to the waypoint. 
 Select the “Save” button and the new waypoint now shows on the itinerary. 
 
 Itinerary Selecting the plus sign box icon in the Itinerary Section opens the Add Activity Modal, allowing for an activity to be added to the dispatch itinerary. How To: Add an Activity to a Dispatch Itinerary To add an activity to the dispatch itinerary, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch you wish to add an activity to. 
 
 This opens the Dispatch Details Page. 
 
 Select the plus sign box icon to the right of the Itinerary header, opening the Add Activity Modal. 
 
 Input the new activity title, expected start and finish dates, as well as any relevant activity note. 
 Selecting the pencil icon will allow you to edit time zones as needed. 
 Select “Save” and the Activity now shows on the Dipatch Details Page. 
 Itinerary The dark right arrow icon to the left of an activity title indicates an incident free dispatch activity. Itinerary The yellow right arrow icon to the left of an activity title indicates that there was an incident with a dispatch activity. How To: Indicate a Dispatch Incident To indicate there was a dispatch incident, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch you need to indicate an incident for. 
 
 This opens the Dispatch Details Page. 
 
 Hover the cursor over the itinerary activity. Select the clock icon to opening the Edit Activity Status Modal to edit start or finish information. 
 
 Select the “Incident” checkbox and click the “Save” button. 
 The yellow icon to the right of the Itinerary Activity title indicates that there was an incident. 
 Itinerary Selecting the clock icon in the to the right of an activity in the Itinerary section open the Edit Activity Status Modal, allowing the expected start and finish date/times to be updated to actual start and finish date/times. Selecting the clock icon to the right of a waypoint in the Itinerary Sections opens the Edit Waypoint modal, allowing expected arrival and departure date/times to be updated with actual arrival and departure date / times. How To: Update Estimated Activity Status with Actual Date / Time To update an estimated activity status with actual date and times, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch whose activity status you wish to update. 
 
 This opens the Dispatch Details Page. 
 
 Select the clock icon to opening the Edit Activity Status Modal to edit start or finish information. 
 
 Edit start and/or finish dates, as well as any relevant activity notes. Select the “Save” button. 
 
 The checkmark indicates the actual start time has been entered on the dispatch details page. All Sections To the right of each section header is a plus sign icon. Selecting the plus sign icon opens the Add Modal, allowing additional entries to be added to each section. People, Certifications, Documents, Assets, Actions, Reports, and Forms can all be attached to a dispatch on the Dispatch Details Page. The plus sign icon is also used to add distribution lists and approvers to a dispatch. All Sections Selecting the edit icon to the right of an attachment name will open a modal to edit the specific attachment. How To: Edit a Dispatch Attachment To edit a specific attachment on a dispatch, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch whose attachment information you wish to edit. 
 
 This opens the Dispatch Details Page. 
 
 Hover your cursor over the attachment you wish to edit (in any section on the dispatch display page) and the edit icon will appear to the right of the attachment display name. 
 Select the edit the icon opening the Edit Modal. Make the desired changes and select the “Save” button for attachment changes to be processed. All Sections Selecting the trashcan icon to the right of an attachment name will open a modal to delete that specific attachment. How To: Delete a Dispatch Attachment To delete a specific attachment from a dispatch details page, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch with the attachment you wish to delete. 
 
 This opens the Dispatch Details Page. 
 
 Hover your cursor over the attachment you wish to remove (in any section on the dispatch display page) and the trashcan icon will appear to the right of the attachment display name. 
 Select the trashcan icon opening the Deletion Confirmation Modal, confirming that you wish to delete the dispatch attachment.  Click the “Confirm” button and the user will be removed from the dispatch display page. All Sections The light gray paperclip icon indicates that the document attached to the dispatch details page will be included via a QR code in the Dispatch Orders. All Sections The dark paperclip icon indicates that the document attached to the dispatch details page will be appended at the end of the Dispatch Orders. This can cause the dispatch order page length to increase significantly. How To: Include Document Attachments in Dispatch Orders To include a document attachment with the Dispatch Order, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch with the attachment you wish to delete. 
 
 This opens the Dispatch Details Page. 
 
 Click the gray paperclip to the left of the document name changing the paperclip color to dark blue. 
 
 The selected file will now be included in the Dispatch Order. All Sections The information icon indicates that there is additional information available. Click on the icon to see the additional message. People Section The identification icon opens the Add People by Certification Role Modal, allowing for an additional method to add individuals to a dispatch. How To: Add People to a Dispatch To add people to a dispatch, open the specific dispatch you wish to add people to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page. 
 
 People can be added to a dispatch by selecting the plus sign icon to the right of the People column header or by selecting the identification icon. Selecting the identification icon will allow you to add people through their certification role. 
 
 To Add People to a Dispatch through People 
 Select the plus sign to the right of the People Section header. This opens the Add People Modal. 
 
 Select the KAStrack user to be added to the dispatch from the dropdown menu. There is an External User option if the individual is a not a KAStrack user. The system will automatically input the First , Last and username as the Display Name. This can be edited. 
 Add any notes regarding the user being added to the dispatch as desired. 
 Select “Save” and the user is added to the dispatch page. 
 To Add People to a Dispatch through their Certification Role 
 To add people to a dispatch through a certification role, select the identification card Icon to the right of the plus sign in the People Column. This opens the Add People by Certification Role Modal. 
 
 First, select the desired Certification Role from the dropdown menu. 
 Selecting the checkbox will only show people who are not red in this role. The People associated with the selected certification role will now be displayed in the the People dropdown menu. 
 The Display Name will auto populate with the First, Last, and username of the individual. Edit as desired to indicate the display name and add relevant notes. 
 Select “Save” and return to the dispatch page. People Section Selecting the people icon will open the user page (in the People Module) of the individual attached to the dispatch details page. Certifications Section Selecting the eyeball icon in the Certifications Section will open the Certification Status modal, which uses the People Module Certification and Competency Legend to designate the certification status. Documents Section Selecting the upload icon in the Documents section will open the Add New File Modal so that the file can be attached to the dispatch. How To: Upload a File as a Dispatch Document To upload a PDF as a dispatch document, open the specific dispatch you wish to add a file to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch page. 
 
 Files can be uploaded and added to a dispatch by selecting the upload icon to the right of the plus sign icon next to the Documents column header. 
 
 Selecting the Upload Icon opens the Upload File Modal. Select the “Choose File” button to upload the appropriate file from your personal device. 
 
 Input the File Title, revision number and revision date. 
 If the document is designated as public and available for anyone to access, select the “Document is public” checkbox. 
 If the file being uploaded is a 360 degree photo, select the “Document is a 360 degree photo” checkbox. 
 Indicate the document owners. 
 Select the “Save” button and a confirmation modal confirms the document was uploaded. It is now visible on the dispatch page in the documents column. Documents Section Selecting the eyeball icon in the Documents Section opens the File Viewer Modal, providing access to the files directly from the Dispatch Display Page. To the right of an asset attachment is the three-dot icon which opens the Assets Section Context Menu. Assets Section Go To Asset Selecting "Go To Asset" on the Asset Section context menu opens the asset's Manage Assets Components Page. Assets Section Enter Meter Readings Selecting "Enter Meter Reading" on the Asset Section context menu opens the Asset Meter Modal, allowing a meter reading to be input directly in the Dispatch Module. How To: Update a Meter Reading In order to update an asset's meter reading, go to the Assets Module Home Page opening the Upcoming Tasks Table. Click the “Update Meter Reading" button from the Asset Module Homepage. 
 
 The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components within the Asset. 
 Selecting “Update Meter Reading” from the Upcoming Task Table Context Menu will open the same modal for the specified asset. 
 
 Select the appropriate asset, opening the Update Meter Reading Modal. 
 
 The meters associated with the asset/component selected show in a dropdown menu. Select the meter whose meter data you wish to record. The most recent meter reading shows in the Update Meter Reading Modal as the “Last Entered Reading.” 
 KAStrack automatically inputs the current date and time. The user can enter an elapsed value (if preferred) and KAStrack will input the new actual, or the user can input the new meter reading and the elapsed value will be automatically input. 
 Attach any files (if there are checklists, forms, etc.) associated with the meter reading. 
 Select the “Log Reading” button to update the meter usage. Click cancel to return to the Assets Module Homepage. Assets Section Report Fault Selecting "Report Fault" on the Asset Section context menu opens the Asset Fault Modal, allowing a fault to be reported for an asset directly in the Dispatch Module. How To: Record a Fault Logging faults allows your company to track trending data in KAStrack by recording incidents and any data associated with this issue/failure. 
 In order to record fault with an equipment issue/failure, go to the Upcoming Task Table on the Asset Module Homepage and select the "Record Fault" button beneath the page header. 
 
 The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components within the Asset. 
 Selecting “Record Fault” from the three dot (…) context menu will open the same modal for the specified asset. 
 
 Select the appropriate asset, opening the Record Fault Modal. 
 Enter the date and time into the Record Fault modal. The default setting is in military time (24 hours). If the asset is currently unusable, click the checkbox. Give the fault a title and provide a description of the fault. Leave the meter blank if there is no reading. 
 Select the “Log Fault” button to record the incident. Select the “Log Fault and Resolve” button to complete two actions in one step: log the issue and indicate that it has been addressed. Click cancel to return to the Assets Module Homepage. Assets Section Edit Attachment Selecting "Edit Attachment" on the Asset Section context menu opens the Edit Assets Modal, allowing an asset's display name to be edited and relevant asset notes to be included. How To: Edit a Dispatch Attachment To edit a specific attachment on a dispatch, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch whose attachment information you wish to edit. 
 
 This opens the Dispatch Details Page. 
 
 Hover your cursor over the attachment you wish to edit (in any section on the dispatch display page) and the edit icon will appear to the right of the attachment display name. 
 Select the edit the icon opening the Edit Modal. Make the desired changes and select the “Save” button for attachment changes to be processed. Assets Section Delete Attachment Selecting "Delete Attachment" on the Asset Section context menu opens the Asset Deletion Confirmation Modal which states, "Are you sure you want to remove ASSET NAME?" Assets Section To the left of the Asset attachment's displayed name is the Asset Task Status icon, which uses the Asset Task Status Legend to visually communicate the asset's status. Actions Section Selecting the Page Icon in the Actions Section opens the New Action Group from Template Modal, allowing new action groups to be created from pre-defined templates. How To: Create a New Action Group Template To create a New Action Group Template, select Templates from the Actions Module Main Menu, opening the Manage Templates Page. 
 
 Select the “New Template” button, opening the New Template Modal. 
 
 There are several fields associated with the creation of an action group template. 
 Action Group Field Input Explanations Field Explanation Title Input the title for the new action group. Status An action group can be assigned a status of Active, Needs Attention, Canceled, or Archived. Select the appropriate status from the Status dropdown menu on the modal. The status of an action group is manually applied and edited. How To: Edit an Action Group Status Action groups are manually assigned a group status that can be manually edited as needed for the action group. The default Group Statuses include Active, Needs Attention, Cancelled, and Archived. 
 To change the action group status, click the edit icon next to the group's title on the Actions Home Page, or select the Groups Page on the Main Menu, opening the Manage Action Groups Page. Then click the three-dot icon to the right of the action group to open the Action Group Context Menu. 
 
 Select “Action Group Properties” from the context menu opening the Action Group Properties Modal. 
 
 Select the appropriate action group status from the dropdown menu provided and select “Save”. Workflow The workflow dropdown menu will offer the system default workflows (Basic, Basic with Approval, Complex with Approval), as well as any workflows that have been created by your organization. Default Warn Before Input a numerical value for the number of days a default warning will be sent. This input determines when action within the action group will turn from blue (the action is outstanding) to yellow (the action is nearing its due date). Date The Action Group Date is flexible in concept and can be used as bet fit by your organization. Description Input a description for the action group. Tags Include any open, permissive, or restrictive tags as desired. Budget ($) Leave this blank if you do not want to generate a new budget in the Finance Module for the Action Group. Input a dollar amount to create the budget. Budget Alerts Click "Add Alert" in the Budget Alerts Section to create a budget alert to be associated with the action group budget. This will expand the modal displaying budget alert preferences. How To: Add A Budget Alert for an Action Group To add a budget alert for an action group, edit the group from the Groups Page, or go to the Actions Home Page and click the title of the action group you wish to create a budget alert for. 
 
 This opens the specific action group page. The second icon to the right of the action group header is the edit action group icon. 
 
 Select the Action Group Properties Icon, opening the Action Group Properties Modal. 
 
 Select the clickable “Add Alert” link, expanding the modal to include new fields. 
 
 The alert can be triggered by the amount remaining in the budget falling below a specified amount, or if the percentage remaining falls before a specified percentage. Budget alerts can be sent to users or roles. 
 Input the preferred alert specifics and select add. The newly saved budget alert will show as saved in the modal. 
 
 Multiple budget alerts can be customized within the action group. Budget Approvers Select the desired budget approver group from the dropdown menu. Note: Budget approval groups at the Action Group level must be created on the Settings Page: Budget Approvers Tab. Send an Inactivity alert after # of days An Action Group inactivity alert will be sent to the designated users / roles after a specified number of days of inactivity. Input a numerical value telling the system to send a notice after the specified days of inactivity. Within an action group, a workflow status change, creating or completing an action, a file upload, or action comment will reset the inactivity alert. Permission for comments to reset the inactivity alert is a customizable preference. Send the inactivity alert to Input the users and roles you wish to receive the inactivity alert. Admins Input the users who are to be identified as Admins for the Action Groups. Users / Roles who can view this group Select the Users / Roles who can view this action group. The users / roles selected will have view only permissions for every action within the action group. Users / Roles who can edit their own actions Select the Users / Roles who can edit their own actions. The users / roles selected will have the ability to edit any actions they created or are assigned to in the action group. Focal Point User For this Group Identify the focal point user of the group. This field is purely informational. There are no permissions associated with the focal point designation. Organization can utilize this field to identify a key contact for an action group. If this action group is being utilized for certification or training processes, using the relevant individual’s name as the focal point provides a database reference that enables reports and organizational capabilities. Only one user can be designated as the focal point. Assigned User Permissions Section The permissions established in this section will be applied to all users in the group by default. Edit All Fields Selecting the "Edit All Fields" checkbox will remove all other checkboxes from the modal and will give all users in the action group the ability to edit action status, add comments, delete own comments, and upload files. Edit Action Status Selecting the "Edit Action Status" checkbox will give all assigned users in the action group the ability to edit the action status. Add Comments Selecting the "Add Comments" checkbox will give all users in the action group the ability to add comments to an action. Delete Own Comments Selecting the "Delete Own Comments" checkbox will give all users in the action group the ability to delete their own comments made regarding an action. Upload Files Selecting the "Upload Files" checkbox will give all users in the action group the ability to upload files to an action. 
 After inputting the appropriate information into the modal, select “Save”. 
 The new Action Group Template will be displayed on the Templates Page in the Action Group Templates Table. Reports Section Selecting the triangular Play Icon in the Reports Section runs the report and opens it in the Reports Module. Forms Section Selecting the Clipboard Icon in the Forms Section opens the Add Form Entry Modal, allowing a form entry to be submitted directly in the Dispatch Module. Forms Section Selecting the PDF Icon to the right of a form entry opens the View Entry Modal which will display the Entry PDF directly in the Dispatch Module.