Module How Tos

Add an Access Level for an Individual

To add an access level for an individual user, go to the Active Tab on the Accounts Page of the A...

Archive a User Account

To archive an account, open the Active Tab on the Accounts Page in the Accounts Module. Click th...

Bulk Import Account Information

Before bulk importing several new accounts, be sure that your organization has customized the acc...

Create a New Channel

To create a new channel on a user’s account, go to the specific user’s Account Info: (User Name) ...

Customize Your Default KAStrack Login Screen

By default, a user logging in to KAStrack will be taken to the Dashboard Module. The Home Page fi...

Deactivate a User Account

To deactivate an account, open the Active Tab on the Accounts Page in the Accounts Module. Cli...

Delete a Channel

To delete a channel, go to the specific user’s Account Info: (User Name) Page in the Accounts Mod...

Edit a Channel

To edit a channel on a user’s account, go to the specific user’s Account Info: (User Name) Page i...

Edit an Employee's Supervisor

To edit an individual user’s supervisor in KAStrack, go to the Active Tab on the Accounts Page of...

Edit Your Individual Email Alert Preferences

To edit your email alert preferences, open the Notifications Tab on the My Accounts Page in the A...

Edit Your Individual Email Report Preferences

Editing Your Individual Email Report Preferences To edit your email report preferences, open the...

Edit Your Personal Account Info

To edit your own account information, select the Account Info Tab on the My Accounts Page of the ...

Export User Accounts

Open the Export Tab on the Accounts Page in the Accounts Module. There are two checkboxes that...

Manually Approve/Deny User Registrations

To manually approve user registrations, open the Registrations Tab on the Accounts Page in the Ac...

Manually Create a New Account

The Create Tab opens to the Create Account Page. To bulk import the information for several new u...

Permanently Delete a User Account

An account must first be archived before it can be deleted. WIKI LINK HOW TO ARCHIVE A USER ACC...

Reactivate a Deactivated Account

To reactivate a deactivated account, open the Active Tab on the Accounts Page in the Accounts Mod...

Reset the Password for Another User

To reset the password for another user, you must have Admin or Supervisor Module Level access for...

Reset Your Own Password

To reset your own password, select the Reset Password Tab on the My Accounts Page of the Accounts...

Restore an Archived User Account

To restore an archived account, go to the Archived Tab on the Accounts Page in the Accounts Modul...

Create a New Asset Type

Create a New Task Template

Create a Permissive Task Group

Create a Task Schedule for an Asset/Component

Create an Asset

Create Asset Components / Sub-Components

Create New Module Levels (Assets Module)

Customize Trigger Settings

Defer a Task

Delete a Task

Delete an Asset or Component

Display Select Tasks in the Task Schedule Table

Log Asset Data

Log Fault

Log Task

Manage Assets_ Bulk Assignments

Manage Assets_Bulk Exports

Manage Assets_Bulk Imports

Manage Assets_Individually

Navigate the Task Log History Page

Return an Out of Service Asset to Service

Select a File From the Library

Task an Asset Out of Service

Upload a Task File

View a Task File

Add a Meter to an Asset

Add Fields to an Asset Type

Apply a Task Template for Bulk Task Creation

Archive an Asset or Component

Create a Meter Type

Activate Muster Mode for a Drill

Activate Muster Mode for an Emergency

Copy an Attendance Log URL Link

Download / Copy an Attendance Log QR Code

Create a Custom Date/Time Format for an Attendance Log

Create the Base Form for an Attendance Log

Deactivate Muster Mode

Delete an Attendance Log

Delete an Individual Attendance Log Entry

Edit the Admittance Desk Page

Edit the Columns on the All Entries Page Table

Edit the Columns on the Currently Signed In Page Table

Edit the Columns on the Muster History Page

Edit the Columns that Show when Mustering

Enable the Admittance Desk Page

Enable the Display Page

Make Entries Prior to a Date/Time as Signed Out

Mark Individuals Signed In Prior to A Certain Date/Time as Accounted For While in Muster Mode

Refresh the Currently Signed In Table

Refresh the Muster History Table

Refresh the Muster Table while in Muster Mode

Show an Attendance Log on the Main Menu

Sign Out an Individual

Sign Out Individuals when In Muster Mode

Sign Out Other Individuals (In Bulk)

Create a New Calendar Event

To create a new calendar event, open the Home Page of the Calendar Module. Select the “New Eve...

Create a New Calendar Filter

The Calendar Home Page has one default filter, All Events, that includes all meetings, events, as...

Create a New Module Level (Calendar Module)

To create a customizable module level in the Calendar Module, go to the Module Level Tab on the S...

Delete a Calendar Filter

To delete a calendar filter, go to the Home Page of the Calendar Module. All existing filters sho...

Edit a Calendar Filter

To edit a calendar filter, go to the Home Page of the Calendar Module. All existing filters show ...

Apply a Notification Template to Existing Accounts

To apply notification templates to existing accounts, go to the Account Settings Tab on the Setti...

Create a New Communications Templates

To create a new communication template, go to the Communication Templates Tab on the Settings Pag...

Create a New Module Level (Communications Module)

To create a new module level, go to the Module Levels Tab on the Settings Page of the Communicati...

Create a New Notification Template

Note: A default new user Notification Template already exists in the system. This template can be...

Edit Email Report / Alert Notification Settings for Existing Accounts

To edit email report / alert settings for existing accounts, go to the Account Settings Tab on th...

Edit New User Notification Templates

To edit new user notification templates, go to the Notification Templates Tab on the Settings Pag...

Set Up Additional Account Fields for Email Settings

To utilize the CC and BCC Email Settings on the Module Settings Tab of the Settings Page in the C...

Use a Communications Template when Sending Communications

To use a communications template, the template must first be created. WIKI LINK HOW TO: CREATE A ...

Access Course Stats

Existing courses are listed alphabetically in the table underneath the “New Course” button acco...

Add Custom Course Content

Existing courses are listed alphabetically in the table underneath the “New Course” button acco...

Add Different Question Types

The “Add Question” popup allows a course creator to select from three question types:True/False, ...

Add Pages in a New/Existing Course

Starting from the Manage Course Page, select “Pages” from the dropdown menu. This opens the Co...

Add Question Groups In A Course

On the Course Overview Page, all pages of the course are displayed with previews of their page el...

Create a New Course

Select “Home” under the Courses heading on the Main Menu, which takes the user to the Manage Cour...

Create a New Module Level (Courses Module)

Selecting “New Module Level” on the Manage Module Levels page opens the New Module Level modal....

Delete A Course

Existing courses are listed alphabetically in the table underneath the “New Course” button acco...

Edit Course Page Properties

Existing courses are listed alphabetically in the table underneath the “New Course” button acco...

Edit Existing Pages

On the Course Overview Page, all pages of the course are displayed with previews of their page el...

Set Up A Course As A Certification

In order for a user to access a course, the course must be set as a required activity in a certif...

Take the Course in Test Mode

Existing courses are listed alphabetically in the table underneath the “New Course” button acco...

Upload a Video / Document In a Course

Starting from the Manage Course Page, select “Pages” from the dropdown menu. This opens the Co...

Add a Module Summary Widget to the Dashboard

To add a module summary widget to the dashboard, go to the Dashboard Module and select the specif...

Add Forms to the Forms Module Summary Widget

To add a specific form so that it is displayed on the Forms Module Summary dashboard widget, go t...

Create a Chart Widget

To create a Chart widget, select the Add Widget button (from the top right-hand corner of the pag...

Create a New Dashboard

To create a new dashboard, click the “+” icon located to the right of any existing dashboard tabs...

Create a Speed Dial

To create a Speed Dial, select the Add Widget button (from the top right-hand corner of the page ...

Delete a Speed Dial

To delete a speed dial, go to the Dashboard Module and select the dashboard you wish to make spee...

Edit a Dashboard

To edit a dashboard, go to the Dashboard Module and select the specific Dashboard you wish to edi...

Edit a Speed Dial

To edit an existing Speed Dial, go to the Dashboard Module and select the dashboard you wish to m...

Unpin a Widget or Speed Dial from the Dashboard

To unpin a widget from the dashboard, go to Dashboard Module and select the specific Dashboard yo...

Add a Database Field

Add a Database Group

Add a Database Rule

Add a New Module Level (Database Module)

Add an Individual Database Entry

Add Tags to a Database Entry

Bulk Edit / Delete Database Entries

Copy a Database

Create a Database

Delete a Database

Delete a Database Entry

Delete Database Groups

Edit a Database

Edit a Database Entry

Edit Database Groups

Edit the Status of a Database Rule

Export Database Entries

Import Database Entries from a CSV

Import Fields from a CSV File

Import Fields from a PDF Field Import

Place Databases into Groups

Add a New Document

To create a new file within KAStrack, click the “Add Document” button on the Documents Module Ove...

Add a New Folder

Folders in the Documents Module are used to organize files. To create a new folder, select the...

Create a New Module Level (Documents Module)

Selecting “New Module Level” on the Settings Page opens the New Module Level modal. Input the ...

Move a File / Folder

All folder names are shown on the Move (FILE / FOLDER NAME) Modal. The right arrow indicates a c...

View and Manage Documents

To view a document in the Documents Module, click on the document title or press the vertical tri...

Access a Budget Item Attachment

To access an attachment associated with a specific budget item, go to the Active Tab of the Budge...

Add a Budget Alert

Budget alerts can only be added to active budgets. To add a budget alert, locate the budget you w...

Add a Budget Item

To add a budget item to a specific budget, go to the Active Tab of the Budgets Page in the Financ...

Add a New Budget

To create a new budget within the Finance Module, go to any tab on the Budgets Page and select th...

Approve / Reject a Budget Item

To approve or reject a budget item, go to the Active Tab of the Budgets Page in the Finance Modul...

Archive a Budget

Both an active budget and a closed budget can be archived. To archive a budget, locate the budget...

Close a Budget

Only active budgets can be closed. To close an active budget, go to the Active Tab of the Budgets...

Create a New Module Level (Finance Module)

To create a customized module level in the Finance Module, go to the Access Levels Tab in the Sit...

Edit a Budget

Only active budgets can be edited. To edit a budget, go to the Active Tab of the Budgets Page in ...

Edit a Budget Item After Submission for Approval

Go to the Active/Closed/Archived Budget Table and click the title of the budget you wish to edit,...

Resubmit a Budget Item for Approval after Edits are Made

A Budget Item must be unlocked for edits to be made. WIKI LINK HOW TO: UNLOCK A SUBMITTED BUDGET...

Set / Edit a Budget's Approvers and Approval Notifications

You can only edit approvers and approval notifications for an active budget. To set or edit a bu...

Submit a Budget Item for Approval

Budget items can only be submitted for active budgets. To submit a budget item for approval, go t...

Unlock a Submitted Budget Item for Editing

In order to edit an approved budget item, any existing approvals and rejections regarding the bud...

Access a Form's Shareable URL Link / QR Code

Add a Field to a Form

Add a Forms Group

Add a New Module Level (Forms Module)

Add an Individual Form Entry

Add Forms to a Group

Add Tags to a Form Entry

Approve a Form Entry Pending Approval

Archive a Form

Bulk Edit / Delete Form Entries

Clear a PDF Cache

Close a Form

Convert a Database to a Form

Copy a Form

Create a Form

Create a Form Aggregation

Create a New Form Field Rule

Delete a Form

Delete a Form Entry

Delete a Forms Group

Delete all Testing Entries

Download a PDF Form

Edit a Form

Edit a Form Entry

Edit a Form Entry Pending Approval

Edit a Forms Groups

Edit the Status of a Form Rule

Export Form Entries

Import Fields from a PDF Field Import

Import Form Entries from a CSV File

Import Form Fields from a CSV File

Integrate Another Module Into a Form

Make a Form Live

Reject a Form Entry Pending Approval

Require Form Entry Approval

Submit Entries Using a PDF

Upload a PDF Form (after Fields have been created)

Create an External Link within Integrations

To create a new external link, go to the Setup Page under External Links in the Integration Modul...

Delete an External Link within Integrations

To delete an external link, go to the Setup Page under External Links in the Integration Module. ...

Edit an External Link within Integrations

To edit an external link, go to the Setup Page under External Links in the Integration Module. Cl...

Add a Stock Item to the Inventory

Add a Unique Item to the Inventory

Add an Inventory Location

Create a Stock Database

Create a Unique Items Database

Create an Inventory from Scratch

Create Module Levels (Inventory Module)

Delete an Inventory

Edit an Inventory

Integrate a Database with the Inventory Module

Return a Unique Item to the Inventory

Add Multiple Required Users to a Certification

Assign a Certification Role to Multiple Users at One Time

Assign a Certification Role_Individually

Assign Certifications Not Associated with a Required Role

Batch Submit Certifications in Bulk

Certify Certifications/Competencies_Supervisor Report Table

Create a Certification

Create a New Company

Create a New Module Level (People Module)

Create a Shared Report

Create, Define, and Assign New Certification Roles

Define Company Roles

Delete a Company

Designate that an Employee is in Training_User Page

Edit a Company

Edit Attachment Naming Settings

Edit Certification Information or Permanently Delete a Certification

Edit Company Roles

Edit Notification Settings

Edit Required Certifications for a Role

Edit Role Information or Permanently Delete a Role

Edit the Roles Associated with a Certification

Export Bulk User Certifications

Export Certification Roles

Import Bulk User Certifications

Import Certification Roles

Set an Employee Certification as Not Applicable / Defer Temporarily

Submit / Approve an Employee's Certification

Submit a Certification

Use Attachment Inbox to Upload a File and Attach it to a Certification

Add a New Module Level (Reports Module)

To add a new module level in the Reports Module, go to the Settings Page and select the “New Modu...

Assign Permissions for a System Report

To assign Permissions for a System Report, go to the System Reports Tab on the Manage Reports Pag...

Assign Permissions to a Custom Report

To assign permissions to a custom report, go to the Custom Reports Tab on the Manage Reports Page...

Copy A Report

System Reports cannot be copied. To copy a report, go to the Custom Reports Tab of the Manage Re...

Create a Chart

To create a chart, go to the Home Page of the Reports Module and open the report you wish to use ...

Create a Custom Report

To create a custom report, go to the Custom Reports Tab on the Manage Reports Page of the Reports...

Delete a Chart

To delete a chart, go to the Charts Page of the Reports Module. To be able to delete a chart, y...

Delete a Report

System Reports cannot be deleted. To delete a report, go to the Custom Reports Tab of the Manage...

Download a Report

To download a report, go to the Home Page of the Reports Module. There are two icons to the righ...

Edit a Chart

To edit a chart, go to the Charts Page of the Reports Module. To be able to edit a chart, you m...

Edit A Report

System Reports cannot be edited. To edit a report, go to the Custom Reports Tab of the Manage Re...

Import KAStrack Report Data into Microsoft's Power BI

To import KAStrack report data into Microsoft’s Power BI, go to the specific report page you wish...

Include Dynamic Restrictions on a Custom Report

To include dynamic restrictions on a date field in a custom report, go to the Custom Report Tab o...

Run a Report

To run a report, go to the Home Page of the Reports Module. Click the name of the report you w...

Assign Remote Access Profiles

Remote access profiles are utilized by franchises and organizations that use multiple, different ...

Create a Customized Access Level

Go to the Access Level Tab in the Site Settings Module and select “KAStrack”, the first clickable...

Create Payment Configuration Using Stripe

To make a payment configuration, go to the Payment Settings Tab in the Site Settings Module. C...

Create Registration Profiles

To create a new registration profile, go to the Registration Tab in the Site Settings Module. ...

Delete a Customized Access Level

To delete a customized access level, go to the Access Levels Tab in the Site Settings Module. O...

Edit a Customized Access Level

To edit a customized access level, go to the Access Levels Tab in the Site Settings Module. Onl...

Edit Company Info

To edit company information, open the Company Info Tab from the Site Settings Page in the Site Se...

Edit Email Settings

To edit email requirements that help manage system emails for account management, open the Email ...

Edit Inactive Accounts Settings

To edit inactive account settings, go to the Inactive Accounts Tab in the Site Settings Module. ...

Edit Password Requirements

To edit password requirements, open the Security Tab in the Site Settings Module. The current set...

Edit the Accounts Module Active Accounts Table

To edit the Active Accounts Table in the Accounts Module, go to the Table Defaults Tab in the Sit...

Edit the Accounts Module Archived Accounts Table

To edit the Archived Accounts Table in the Accounts Module, go to the Table Defaults Tab in the S...

Edit the Accounts Module Pending Registrations Table

To edit the Pending Registrations Table in the Accounts Module, go to the Table Defaults Tab in t...

Edit the Finance Module Active Budgets Table

To edit the Active Budgets Table in the Finance Module, go to the Table Defaults Tab in the Site ...

Edit the Finance Module Budget Items Per Budget Table

To edit the Budget Items per Budget Table in the Finance Module, go to the Table Defaults Tab in ...

Edit the People Module Users Assigned to a Role Table

To edit the Users Assigned to a Role Table in the People Module, go to the Table Defaults Tab in ...

Edit the People Module Users Associated with a Certification Table

To edit the Users Associated with a Certification Table in the People Module, go to the Table Def...

Edit the People Module Users Table

To edit the Users Table in the People Module, go to the Table Defaults Tab in the Site Settings M...

Export Registration Profiles

To export a CSV spreadsheet of existing registration profiles, go to the Registration Tab of the ...

Import Registration Profiles

To import a CSV spreadsheet of existing registration profiles, go to the Registration Tab of the ...

Create a New Module Level (Tags Module)

Go to the Settings Page of the Tags Module. Select the “New Module Level” button opening the N...

Create a New Tag Category

To create a new category in the Tags Module, go to the Manage Page in the Tags Module. Categorie...

Create a New Tag from an Entity in Another Module

To create a new tag while creating or editing a new entity in a module other than tags, type in t...

Create a New Tag in the Tags Module

To create a new tag in the Tags Module, go to the Manage Page in the Tags Module. Select the “...

Delete a Category

To delete a category, go to the Manage Page in the Tags Module. Select the Categories Tab. Sel...

Delete a Tag

To delete a tag, go to the Manage Page in Tags Module. Select the Tags Tab. Click the vertical...

Edit a Category

To edit a category, go to the Manage Page in the Tags Module. Select the Categories Tab. Selec...

Edit a Tag

To edit a tag, go to the Manage Page in Tags Module. Select the Tags Tab. Click the vertical t...

Accounts Module How Tos

Add an Access Level for an Individual

Archive a User Account

Bulk Import Account Information

Create a New Channel

Customize Your Default KAStrack Login Screen

Deactivate a User Account

Delete a Channel

Edit a Channel

Edit an Employee's Supervisor

Edit Your Individual Email Alert Preferences

Edit Your Individual Email Report Preferences

Edit Your Personal Account Info

Export User Accounts

Manually Approve/Deny User Registrations

Manually Create a New Account

Permanently Delete a User Account

Reactivate a Deactivated Account

Reset the Password for Another User

Reset Your Own Password

Restore an Archived User Account

Assets Module How Tos

Create a New Asset Type

Create a New Task Template

Create a Permissive Task Group

Create a Task Schedule for an Asset/Component

Create an Asset

Create Asset Components / Sub-Components

Create New Module Levels (Assets Module)

Customize Trigger Settings

Defer a Task

Delete a Task

Delete an Asset or Component

Display Select Tasks in the Task Schedule Table

Log Asset Data

Log Fault

Log Task

Manage Assets_ Bulk Assignments

Manage Assets_Bulk Exports

Manage Assets_Bulk Imports

Manage Assets_Individually

Navigate the Task Log History Page

Return an Out of Service Asset to Service

Select a File From the Library

Task an Asset Out of Service

Upload a Task File

View a Task File

Add a Meter to an Asset

Add Fields to an Asset Type

Apply a Task Template for Bulk Task Creation

Archive an Asset or Component

Create a Meter Type

Attendance Module How Tos

Activate Muster Mode for a Drill

Activate Muster Mode for an Emergency

Copy an Attendance Log URL Link

Download / Copy an Attendance Log QR Code

Create a Custom Date/Time Format for an Attendance Log

Create the Base Form for an Attendance Log

Deactivate Muster Mode

Delete an Attendance Log

Delete an Individual Attendance Log Entry

Edit the Admittance Desk Page

Edit the Columns on the All Entries Page Table

Edit the Columns on the Currently Signed In Page Table

Edit the Columns on the Muster History Page

Edit the Columns that Show when Mustering

Enable the Admittance Desk Page

Enable the Display Page

Make Entries Prior to a Date/Time as Signed Out

Mark Individuals Signed In Prior to A Certain Date/Time as Accounted For While in Muster Mode

Refresh the Currently Signed In Table

Refresh the Muster History Table

Refresh the Muster Table while in Muster Mode

Show an Attendance Log on the Main Menu

Sign Out an Individual

Sign Out Individuals when In Muster Mode

Sign Out Other Individuals (In Bulk)

Calendar Module How Tos