Dispatch Details Page

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.

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.

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.

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.

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.

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.

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.

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 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.

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.

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.

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.

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.

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."

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.