Module How Tos
Accounts Module How Tos (Essentials Suite)
Account Module How Tos
How To: Add an Access Level for an Individual How To: Archive a User Account How To: Bulk Imp...
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 Account Information
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...
Create an Individual New User 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. How To: Archive a User Account T...
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...
Actions Module How Tos (Essentials Suite)
Actions Module How Tos
How To: Add A Budget Alert for an Action Group How To: Add a Budget Approver Group in the Acti...
Add A Budget Alert for an Action Group
To add a budget alert for an action group, go to the Actions Home Page and click the title of the...
Add a Budget Approver Group in the Actions Module
To create a new budget approver group in the action module, select Settings under the Action Modu...
Add Actions to an Action Group Template
To add actions to an action group template, select Templates from the Actions Module Main Menu, o...
Add Comments to an Action
To add comments to an action, go to the Actions Home Page. Use the filters to pull up the rele...
Archive an Action Group
To archive an action group, select the Groups Page on the Main Menu, opening the Manage Action Gr...
Assign an Action
Actions can be assigned to users through the Edit Action Modal. Edit the "Assigned To" field t...
Assign an Action Approver
Action Approvers can be assigned to users through the Edit Action Modal. Edit the "Approver(s)...
Assign Interested Parties to an Action
Interested Parties can be assigned to an action through the Edit Action Modal. Edit the "Inter...
Bulk Edit Selected Actions
To bulk edit selected actions, select Settings under the Action Module on the Main Menu. Open the...
Copy a Workflow
To copy a workflow, open the Workflows Tab on the Settings Page of the Action Module. Click the t...
Copy an Action Group Template
To copy an action group template, select Templates from the Actions Module Main Menu, opening the...
Create a New Action
To create a new action from the Actions Home Page, hover your cursor over the page icon opening t...
Create A New Action Group Template
To create a New Action Group Template, select Templates from the Actions Module Main Menu, openin...
Create a New Action Group
New Action Groups can be created from both the Home Actions Page as well as the Groups Page, both...
Create a New Budget Approver Group
To create a new budget approver group, open the Budget Approvers Tab on the Settings Page in the ...
Create New Module Levels (Actions Module)
Select the Module Levels Tab on the Settings Page in the Action Module. Select the “New Module...
Create New Workflow
To create a new workflow, select Settings under the Action Module on the Main Menu. Open the Work...
Delete a Budget Approver Group
To delete a budget approver group, go to the Budget Approver Tab on the Settings Page of the Acti...
Delete a Workflow
To delete a workflow, open the Workflows Tab on the Settings Page of the Action Module. Click the...
Delete an Action
To delete an individual action, go to the Bulk Edit Tab of the Settings Page in the Actions Modul...
Delete an Action Comment
To delete a comment associated with an action, go to the Actions Home Page. Use the filters t...
Delete an Action Group
To delete an action group, select the Groups Page on the Main Menu, opening the Manage Action Gro...
Delete an Action Group Template
To delete an action group template, select Templates from the Actions Module Main Menu, opening t...
Edit a Workflow
The default workflows (Basic, Basic with Approval, and Complex with Approval) cannot be edited. ...
Edit An Action Group
To edit a specific action group, you can click the edit icon next to the group's title on the Act...
Edit an Action Group Status
Action groups are manually assigned a group status than can be manually edited as needed for the ...
Edit An Action Group Template
To edit an action group template, select Templates from the Actions Module Main Menu, opening the...
Edit an Existing Action
An Action can be edited through the Edit Action Modal or the specified action’s detail page. To ...
Export Action Groups in a CSV File
To export all actions within an action group, go to the Actions Home Page and click the title of ...
Import Bulk Actions
To import new actions in bulk using a CSV file, go to the Actions Module Home Page and hover your...
Upload Files to An Action
Files cannot be uploaded through the Edit Action Modal. To upload a file to an action, click on ...
Assets Module How Tos (Primary Suite)
Assets Module How Tos
How To: Access an Asset's PDF Data Sheet How To: Access an Asset's QR Code How To: Add a Mete...
Access an Asset's PDF Data Sheet
To access an asset's PDF data sheet, open the Manage Asset Page in the Assets Module on the Main ...
Access an Asset's QR Code
To access an asset's QR Code, open the Manage Asset Page in the Assets Module on the Main Menu. U...
Add a Meter to an Asset
To add a meter to an asset, the Meter Type must already be created through the Assets Settings Pa...
Add a New Manufacturer
To add a new manufacturer, open the Manufacturer Tabs on the Settings Page in the Assets Module f...
Add Components to a Parent Asset
To add components to an asset, open the Manage Assets Page in the Assets Module from the Main Men...
Add Fields to an Asset Type
In order to include unique, customized additional information regarding an Asset, you must first ...
Add Interim Notes to a Task without Completion
To add interim notes to a task without completing the task, you will need to pull up the specific...
Add Meters to a Task Template
To add a meter to a task template, go the the Task Template Tab on the Settings Page of the Asset...
Add Tasks to a Task Template
To add tasks to a task template, go to the Task Template Tab on the Settings Page of the Assets M...
Apply a Task Template to the Task Schedule
To apply a task template to the task schedule for bulk task creation, open the Task Schedule Page...
Archive an Asset or Component
To archive an asset or component, go to the Manage Assets Page of the Assets Module on the main m...
Assign/Unassign Users and Certification Roles to an Asset
To assign or unassign users and certification roles for a specific asset, open the Manage Asset P...
Attach an Asset Library File to an Asset
To attach an Asset Module library file to an asset, open the Manage Assets Page in the Assets Mod...
Bulk Assign / Unassign Assets
To bulk assign / unassign users to assets, open the Manage Asset Page in the Assets Module on the...
Bulk Export Asset Information
To bulk export asset information as a .csv file, select the Manage Assets Page from the Main Menu...
Bulk Import Asset Information
To bulk import asset information using a CSV file, open the Manage Assets Page from the Main Menu...
Change a Manufacturer's Name
To edit the name of a manufacturer, go to the Manufacturers Tab on the Settings Page of the Asset...
Change a Task Template Name
To change a task template name, go to the Task Template Tab on the Settings Page of the Assets Mo...
Change an Asset Type Name
To change an Asset Type name, go to the Asset Type Tab on the Settings Page of the Assets Module....
Change the Status of a Meter Type
To change the status of a meter type, go to the Meter Types Tab on the Settings Page of the Asset...
Clean Manufacturers
To clean your manufacturers table, go to the Manufacturers Tab on the Settings Page of the Assets...
Copy and Rename a Task
To copy a task, open the Task Schedule Page for the asset that contains the task you wish to copy...
Copy and Rename a Task Template
To copy and rename a task template, go to the Task Template Tab on the Settings Page of the Asset...
Copy and Rename an Asset
To copy and rename an asset, select Manage Assets from the Main Menu under the Asset Module. Use ...
Create a Meter Type
To create a new meter type, open the Meter Types Tab on the Settings Page of the Assets Module. ...
Create a New Asset
To create a new asset, open the Manage Assets Page in the Asset Module and click the plus sign (+...
Create a New Asset Type
To create a new asset type, open the Asset Types Tab on the Settings Page of the Assets Module. ...
Create a New Task on a Task Schedule
To create a new task for a specific asset, open the Task Schedule Page of the relevant asset. H...
Create a New Task Schedule Template
To create a new task schedule template, open the Task Template Tab on the Settings Page in the As...
Create a Permissive Task Group
Creating permissive groups allows a user to combine tasks into a group. When tasks are grouped to...
Create New Module Levels (Assets Module)
To create a new module level with customizable permissions in the Assets Module, go to the Module...
Customize Trigger Settings Based on an On Expiry Period
Triggers with an On Expiry period can only have a time parameter. An on-expiry trigger gives the...
Customize Trigger Settings Based on Pre-Existing Tasks
It is possible for a task’s trigger to be based on the schedule of another pre-existing task with...
Customize Trigger Settings with a Generate Every Period
Generate Every is a special case period designation that can have a time or usage parameter. Whe...
Customize Trigger Settings with an Every (strict) Period
Triggers with a Every or Every Strict Period can have time or usage parameter. When a trigger ha...
Customize Trigger Settings with One Time Period
Selecting “One Time” as the period allows the user to create a Regular Task that only occurs once...
Customizing Triggers with an Every Period
Triggers with an Every period can have a time or usage parameter. When Every is selected as the p...
Defer a Task
To defer/postpone a task for completion at a future time, open the Task Schedule Page for the Ass...
Delete a File Attached to a Task
To delete a file attached to a specific task, open the Task Schedule Page for the asset of intere...
Delete a File From the File Library
To delete a file from the Asset Module's File Library, select the Files Page in the Assets Module...
Delete a Manufacturer
To delete a manufacturer, go to the Manufacturers Tab on the Settings Page of the Assets Module a...
Delete a Meter Type
To delete a meter type, go to the Meter Types Tab on the Settings Page of the Assets Module. Clic...
Delete a Task
To delete a task, open the Task Schedule for the asset whose task you wish to delete. How To: V...
Delete a Task Template
To delete a task template, go to the Task Template Tab on the Settings Page of the Assets Module....
Delete an Asset or Component
To delete an asset or component, it must first be archived. How To: Archive an Asset or Compon...
Delete an Asset Type
To delete an asset type, go to the Asset Type Tab on the Settings Page of the Assets Module. Clic...
Delete Asset Type Field
To delete an asset type field, go to the Asset Types Tab on the Settings Page of the Assets Modul...
Delete Historical Task Records
To delete the historical records associated with an asset task, open the asset's History Page. ...
Delete Multiple Tasks Simultaneously on the Task Schedule
To delete multiple tasks on a task schedule at the same time, open the Task Schedule you wish to ...
Display Completed Tasks and Generator Tasks in the Task Schedule Table
To display completed tasks or generator tasks in the task schedule table, open the relevant asset...
Download a File Attached to a Task
To download a file attached to a specific task, open the Task Schedule Page for the asset of inte...
Download a File from the Asset File Library
To download a file from the Asset Module File Library, select the Files Page in the Assets Module...
Download Historical Task Attachments
To download attachments associated with historical tasks, open the History Page of the relevant a...
Edit a File's Details in the File Library
To edit the details associated with a file in the Asset Module File Library, select the Files Pag...
Edit a Meter Type
To edit a meter type, go to the Meter Types Tab on the Settings Page of the Assets Module. Select...
Edit a Task
To edit a task associated with an asset, open the Task Schedule Page for the asset whose task you...
Edit an Asset
To edit an asset, open the Manage Assets Page in the Assets Module on the Main Menu. Use filters ...
Edit an Asset Type Field
To edit a field associated with an asset type, go to the Asset Types Tab on the Settings Page of ...
Edit the Date / Time of Task Completion for Historical Tasks
To edit the date/time of task completion for historical task records, open the relevant asset's H...
Log a Task has been Completed
In order to log that a task has been completed and is current/up to date (a green task status), g...
Mark an Asset as Out of Service
To take an asset out of service and give it a grey task status, open the Manage Assets Page in th...
Mark Multiple Tasks as Complete on the Task Schedule
To mark multiple tasks as complete on a task schedule at the same time, open the Task Schedule yo...
Move an Asset/Component to Another Asset/Component
To move an existing asset to a new hierarchal position, under another asset/component, open the M...
Record a Fault
Logging faults allows your company to track trending data in KAStrack by recording incidents and ...
Refresh the Task Schedule Table
To refresh the task schedule table with any task updates since the Task Schedule Page was opened,...
Return an Out of Service Asset to Service
To return an out of service asset to service, open the Manage Assets Page in the Assets Module. ...
Run an Asset Report
To run an asset report, open the My Asset Page in the Assets Module on the Main Menu. Use filters...
Run Reports on Historical Task Data
To run reports on historical task records, open the relevant asset's Asset History Page. How To:...
Update a Meter Reading
In order to update an asset's meter reading, go to the Assets Module Home Page opening the Upcomi...
Upload a File to An Asset
To upload a file to an asset, open the Manage Assets Page in the Assets Module on the Main Menu. ...
Upload a Task File
To upload a file to a task, open the Manage Assets Page in the Assets Module on the Main Menu. Us...
Upload Files to a Task after a Task has been Completed
To upload files to a task after a task has been completed, open the relevant asset's History Page...
View a File Attached to a Task
To view a file associated with a specific task, open the Task Schedule Page for the asset of inte...
View a Manufacturer's Key Information
To view the relevant information associated with a manufacturer, go to the Manufacturers Tab on t...
View a Meter Type's Key Information
To view the key information about a specific meter type, go to the Meter Types Tab on the Setting...
View Additional Notes Associated with a Task
Additional notes associated with a task can be viewed on the Assets Home Page (for upcoming tasks...
View All Component's on an Asset's Task Schedule Page
To view all component's tasks on an asset's task schedule page, open the Task Schedule Page of th...
View an Asset's Components
To view any components associated with a parent asset, go to the My Assets Page in the Assets Mod...
View an Asset's Cost / Time Summary
To view the Cost/Time Summary associated with the asset's tasks, open the Manage Assets Page in t...
View an Asset's Historical Logs
An asset's historical data can be accessed from an asset's History Page. To access an asset's his...
View an Asset's Summary Modal
To view an asset's summary modal that lists all relevant information regarding an asset, go to th...
View an Asset's Task Schedule
To view an asset's task schedule, open the Manage Assets Page in the Assets Module on the Main Me...
View Historical Logs for a Specified Task
To view the historical logs associated with a specific task, open the Task Schedule Page for the ...
View Interim Notes Associated with Historical Tasks
To view interim notes associated with historical tasks, open the relevant asset's History Page. ...
View Task Details
To view the details of a specific asset task, open the Task Schedule Page for the asset that cont...
View the Details of a File in the File Library
To view the details associated with a file in the Asset Module File Library, select the Files Pag...
View the Fields Associated with an Asset Type
To view the information associated with an asset type, go to the Asset Types Tab on the Settings ...
View the Files Associated with an Asset / Components
To view the files associated with an asset and its components, open the Manage Assets Page in the...
Attendance Module How Tos (Specialized Suite)
Attendance Module How Tos
Before utilizing the Attendance Module, a form must be created and integrated with the module. H...
Activate Muster Mode for a Drill
To activate muster mode for a Drill, open the attendance log you wish to activate muster mode for...
Activate Muster Mode for an Emergency
You can initiate muster mode for an emergency situation from both the Attendance Module Home Page...
Copy an Attendance Log URL Link
To copy an attendance log’s Sign In, Sign Out, or Muster Link, go to the Home Page of the Attenda...
Create a Custom Date/Time Format for an Attendance Log
To create a custom date/ time format for your attendance log, go to the Home Page of the Forms Mo...
Deactivate Muster Mode
Muster mode can only be deactivated from the Muster Page when muster mode has been activated. ...
Delete an Attendance Log
To delete an attendance log, go to the Home Page of the Attendance Module. Click the three-dot ic...
Delete an Individual Attendance Log Entry
An entry that was submitted directly in the Attendance Module cannot be deleted in the Manage Ent...
Download / Copy an Attendance Log QR Code
To download or copy an attendance log’s Sign In, Sign Out or Muster QR Code, go to the Home Page ...
Edit the Admittance Desk Page
To edit the Admittance Desk Page for an Attendance Log, open the attendance log you wish to edit ...
Edit the Columns on the All Entries Page Table
To edit the columns that show on the All Entries Table, open the attendance log you want to make ...
Edit the Columns on the Currently Signed In Page Table
To edit the columns that show on the Currently Signed In Table, open the attendance log you want ...
Edit the Columns on the Muster History Page
To edit the columns that show on the Muster History Table, open the attendance log you want to ma...
Edit the Columns that Show when Mustering
To edit the columns that show when mustering (drill or emergency), open the attendance log you wa...
Edit the Display Page
To edit the Display Page for an Attendance Log, open the attendance log you’ve enabled the Displa...
Enable the Admittance Desk Page
To enable the Admittance Desk Page for an attendance log, open the attendance log you wish to ena...
Enable the Display Page
To enable the Display Page for an attendance log, open the attendance log you wish to enable the ...
Make Entries Prior to a Date/Time as Signed Out
To mark specific entries prior to a date/time as signed out, go to the Home Page and select the t...
Mark Individuals Signed In Prior to A Certain Date/Time as Accounted For While in Muster Mode
Once muster mode has been activated, individuals who signed in prior to a specific date and time ...
Refresh the Currently Signed In Table
To refresh the Currently Signed In Table and reload the data currently shown in the table, open t...
Refresh the Muster Table while in Muster Mode
Refreshing the Muster table while in muster mode is a beneficial feature, particularly if individ...
Show an Attendance Log on the Main Menu
To show an attendance log on the main menu, open the attendance log and go to the Attendance Modu...
Sign Out an Individual
To sign out an individual from the attendance log, open the attendance log you wish to sign indiv...
Sign Out Individuals when In Muster Mode
Once muster mode has been activated, individuals can be signed out rather than accounted for if n...
Sign Out Other Individuals (In Bulk)
To sign out multiple other individuals at one time, open the attendance log you wish to sign indi...
Calendar Module How Tos (Essentials Suite)
Calendar Module How Tos
How To: Create a New Calendar Event How To: Create a New Calendar Filter How To: Create a New...
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 ...
Communications Module How Tos (Essentials Suite)
Communications Module How Tos
How To: Apply a Notification Template to Existing Accounts How To: Create a New Module Level (...
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. How To: Create New Commun...
Courses Module How Tos (Primary Suite)
Courses Module How Tos
How To: Access Course Stats How To: Add Custom Course Content How To: Add Different Question ...
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...
Dashboard Module How Tos (Essentials Suite)
Dashboard Module How Tos
How To: Add a Module Summary Widget to the Dashboard How To: Add Forms to the Forms Module S...
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 specific user's the Forms Module Summary dashbo...
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...
Database Module How Tos (Advanced Suite)
Add a Database Field
To create a database field, go to the Home Page of the Database Module. Click the three dot (…...
Add a Database Group
To add a database group, go to the Groups Page of the Database Module. Select the “New Group” ...
Add a Database Rule
To add a database rule, go to the Home Page in the Database Module. Click the three dot (…) ic...
Add a New Module Level (Database Module)
To add a new module level in the Database Module, go to the Settings Page and select the “New Mod...
Add an Individual Database Entry
To add a database entry, go to the Home Page of the Database Module. Click the three dot (…) icon...
Add Tags to a Database Entry
To add tags to a database entry, go to the Home Page of the Database Module. Click the three dot ...
Bulk Edit / Delete Database Entries
To bulk edit database entries, go to the Home Page of the Database Module. Click the three dot ic...
Copy a Database
To copy a database, go to the Home Page in the Database Module. Click the three dot (…) icon t...
Database Module How Tos
How To: Add a Database Field How To: Add a Database Group How To: Add a Database Rule How To...
Create a Database
To create a new database, go to the Home Page of the Database Module. Click the “Create Databa...
Delete a Database
To delete a database, go to the Home Page in the Database Module. Click the three dot (…) icon...
Delete a Database Entry
To delete a database entry, go to the Home Page of the Database Module. Click the three dot icon ...
Delete Database Groups
To delete a database group, go to the Groups Page of the Database Module. Select the three dot...
Edit a Database
To edit a database, go to the Home Page in the Database Module. Click the three dot (…) icon t...
Edit a Database Entry
To edit a database entry, go to the Home Page of the Database Module and click the three-dot icon...
Edit Database Groups
To edit a database group, go to the Groups Page of the Database Module. Select the three-dot i...
Edit the Status of a Database Rule
To change the status of a database rule, go to the Home Page in the Database Module. Click the...
Export Database Entries
To export the existing database fields and entries, go to the Home Page of the Database Module. ...
Import Database Entries from a CSV
To import database entries from a CSV, database fields must already have been created. How To: A...
Import Fields from a CSV File into a Database
If a field has already been added to a database, you are no longer able to bulk import database f...
Import Fields from a PDF Field Import
This method of importing Fields from a PDF requires access to Adobe Acrobat Pro. If a field has ...
Place Databases into Groups
In order for databases to be placed into groups, groups have to be created first. How To: Add a ...
Dispatch Module How Tos (Specialized Suite)
Dispatch Module How Tos
How To: Access a Dispatch Log How To: Access a Dispatch QR Code How To: Add a Waypoint to an ...
Access a Dispatch Log
To access a specific dispatch log with record of all dispatch activity, go to the Home Page of th...
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 o...
Add a Waypoint to an Itinerary
To add a waypoint to a dispatch itinerary, open the specific dispatch whose itinerary you wish to...
Add Actions to a Dispatch
To add actions to a dispatch, the action group template being linked to the dispatch must already...
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 t...
Add Approvers to a Dispatch
To add approvers to a dispatch, open the specific dispatch you wish to add approvers to. Go to th...
Add Assets to a Dispatch
To add assets to a dispatch, open the specific dispatch you wish to. Go to the Dispatch Module Ho...
Add Certifications to a Dispatch
To add certifications to a dispatch, open the specific dispatch you wish to add certifications to...
Add Dispatch Locations to the Locations Database Form
To add dispatch location entries to the locations database form in the Dispatch Module, open the ...
Add Distribution Lists to a Dispatch
Distribution Lists are the individuals designated to receive a PDF copy of the dispatch orders, s...
Add Forms to a Dispatch
To add forms to a dispatch, open the specific dispatch you wish to add forms to. Go to the Dispat...
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 th...
Add New Form Entries in the Dispatch Module
To add form entries in the Dispatch Module, go to the Home Page of the Dispatch Module. Click the...
Add Notes to a Dispatch
To add notes to a dispatch, go to the Dispatch Module Home Page and click the title or dispatch n...
Add People to a Dispatch
To add people to a dispatch, open the specific dispatch you wish to add people to. Go to the Disp...
Add Reports to a Dispatch
To add reports to a dispatch, open the specific dispatch you wish to add reports to. Go to the Di...
Add Tags to a Dispatch
To add tags to a dispatch, go to the Dispatch Module Home Page and click the title or dispatch nu...
Approve / Reject a Pending Dispatch Status Change
To approve or reject a dispatch status change, go to the Pending Approvals Page in the Dispatch M...
Change the Dispatch Status
To change the dispatch status, go to the Dispatch Module Home Page and click the title or dispatc...
Create a Footer for a Dispatch Distribution List
To create a footer for the dispatch distribution list, go to the Dispatch Module Home Page and cl...
Create a New Dispatch
To create a new dispatch, go to the Dispatch Module Home Page. Click the “New Dispatch” button...
Create a New Module Level (Dispatch Module)
To create customized module levels in the Dispatch Module, go to the Module Levels Tab on the Set...
Create a Pre-Defined Distribution List
To create a new pre-defined distribution list, go to the Distribution Lists Tab on the Settings P...
Delete a Dispatch
To delete a dispatch, go to the Home Page of the Dispatch Module. Click the ID or Title of the sp...
Delete a Dispatch Attachment
To delete a specific attachment from a dispatch details page, go to the Home Page of the Dispatch...
Delete a Distribution List
To delete a pre-defined distribution list, go to the Distribution List Tab on the Settings Page o...
Edit a Dispatch
To edit a dispatch, go to the Home Page of the Dispatch Module. Click the ID or Title of the spec...
Edit a Dispatch Attachment
To edit a specific attachment on a dispatch, go to the Home Page of the Dispatch Module. Click th...
Edit a Pre-Defined Distribution List
To edit a pre-defined distribution list, go to the Distribution List Tab on the Settings Page of ...
Edit Users and Certification Roles Available as Dispatch Approvers
To edit the users and certification roles that are available via dropdown menu as dispatch approv...
Give Default Permission to View all Dispatch Incidents
To give individuals, certification roles or access levels the ability to view all dispatch incide...
Include Document Attachments in Dispatch Orders
To include a document attachment with the Dispatch Order, go to the Home Page of the Dispatch Mod...
Indicate a Dispatch Incident
To indicate there was a dispatch incident, go to the Home Page of the Dispatch Module. Click the ...
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 th...
Show Individual Form Entries on a Dispatch
To show individual form entries on a dispatch, go to the Home Page of the Dispatch Module. Click ...
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 Dis...
Update Waypoint Arrival/Departure Status
To update a waypoint with actual arrival/ departure data, go to the Home Page of the Dispatch Mod...
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 ...
View a Dispatch Log
To view a dispatch log, go to the Home Page of the Dispatch Module. Click the ID or Title of the ...
View a Dispatch Order
To view a dispatch order, go to the Home Page of the Dispatch Module. Click the ID or Title of th...
View the Dispatch Orders PDF
To view a dispatch log, go to the Home Page of the Dispatch Module. Click the ID or Title of the ...
Documents Module How Tos (Primary Suite)
Documents Module How Tos
How To: Access A File's QR Code / URL Link How To: Access A Folder's QR Code / Link How To: A...
Access A File's QR Code / URL Link
To access a QR Code/Link for a file in the Documents Module, open the Document Module Home Page f...
Access A Folder's QR Code / Link
To access a QR Code/Link for a folder in the Documents Module, open the Document Module Home Page...
Acknowledge a Document/File
To acknowledge a document/file, open the Actions Tab on the Review Page in the Documents Module f...
Add Comments to a File
To add a comment to a file that is housed in the Documents Module, open the Documents Home Page f...
Add Tags to a Folder
To add tags to a folder in the Documents Module, open the Documents Home Page from the Main Menu ...
Affirm a Document/File's Suitability
To affirm a document/file for Continued Suitability, open the Actions Tab on the Review Page in t...
Approve a File Submitted for Review
To approve a file that was submitted for approval, open the Actions Tab on the Review Page in the...
Create a New Folder
To create a new folder in the Documents Module, open the Documents Home Page from the Main Menu a...
Create a New Module Level (Documents Module)
To create a new Module Level with customized permissions in the Documents Module, select Module...
Decline Approval of a File Submitted for Review
To decline a file that was submitted for approval, open the Actions Tab on the Review Page in the...
Delete a Folder
To delete a folder in the Documents Module, open the Documents Home Page from the Main Menu and n...
Designate a File is Public
To designate a document/file as Public in the Documents Module, open the Documents Home Page from...
Designate a Folder is Public
To make an existing folder a public folder in the Documents Module, open the Documents Home Page ...
Download a Folder
To download the files contained in a folder in the Documents Module, open the Documents Home Page...
Download all Files Requiring Action
To download all files that require action to your personal device, open the Actions Tab on the Re...
Edit the Title of a Folder
To edit the title of a folder in the Documents Module, open the Documents Home Page from the Main...
Move a File / Folder
To move a file/folder in the Documents Module, open the Documents Home Page from the Main Menu an...
Publish a Document/File
To publish a file submitted for approval and make is visible to others in your organization, go t...
Reject a Document/File and Prevent Publishing
To reject a document/file that has been submitted for publishing and cancel its upload to KAStrac...
Reset the Since Last Review Document List
To reset the Since Last Review Document List, open the Review Page in the Documents Module from t...
Review New File Revisions when Notified
To review new revisions of an existing file in the Documents Module, open the Documents Review Pa...
Search all Documents Updated after a Selected Date
To search all documents uploaded/updated in the Documents Module after a specified date, open the...
Send an Acknowledgment Reminder Alert for a Document/File
To send an acknowledgement reminder alert for a specific document, open the Home Page in the Docu...
Specify Who Should Receive Notifications of New File Revisions
Upload New Documents/Files
To upload a new or revised version of a file in the Documents Module, open the Documents Home Pag...
Upload a Revised Version of an Existing File
To upload a revised version of an existing file in the Documents Module, open the Documents Home ...
View a File's History
To view the history of a file in the Documents Module, open the Home Page in Documents from the M...
View Actions Associated with a Document/File
To view any outstanding actions associated with a document/ or file, open the Documents Home Page...
Finance Module How Tos (Specialized Suite)
Finance Module How Tos
How To: Access a Budget Item Attachment How To: Add a Budget Alert How To: Add a Budget Ite...
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 Alert
Budget alerts only exist for active budgets. To edit an existing budget alert, locate the budget ...
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. How To: Unlock a Submitted Budget Item for ...
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...
Forms Module How Tos (Advanced Suite)
Forms Module How Tos
How To: Access a Form's Shareable URL Link/QR Code How To: Add a Field to a Form How To: Add ...
Access a Form's Shareable URL Link / QR Code
To access a form’s sharable URL Link or QR Code, go to the Home Page of the Forms Module and sele...
Add a Field to a Form
To add a field to a form, go to the Home Page of the Forms Module. . Click the three-dot icon to ...
Add a Forms Group
To add a group in the Forms Module, select Groups on the Main Menu and go to the Manage Groups Pa...
Add a New Module Level (Forms Module)
To add a new module level in the Forms Module, go to the Settings Page and select the “New Module...
Add an Individual Form Entry
To add a form entry, go to the Home Page of the Form Module. Click the three dot icon to the righ...
Add Forms to a Group
In order for forms to be placed into groups, form groups have to be created first. How To: Add ...
Add Tags to a Form Entry
To add tags to a form entry, go to the Home Page of the Forms Module and click the three-dot icon...
Approve a Form Entry Pending Approval
To approve a form entry pending approval, go to the Home Page of the Forms Module. Select “Vie...
Archive a Form
To Archive a form, it cannot be live. You must close the form first. How To: Close a Form To a...
Bulk Edit / Delete Form Entries
To bulk edit form entries, go to the Home Page of the Forms Module. Click the three-dot icon to t...
Clear a PDF Cache
To clear the PDF cache, go to the Home Page of the Forms Module. Click the three-dot icon to the ...
Close a Form
To close a live form, go to the Home Page of the Forms Module and click the three-dot icon to the...
Convert a Database to a Form
To convert a database to a form, go to the Home Page of the Forms Module. Select the “Convert Da...
Copy a Form
To copy a form, go to the Home Page of the Forms Module and select the three dot icon to the righ...
Create a Form
To create a new form, open the Home Page in the Forms Module from the Main Menu and select the Cr...
Create a Form Aggregation
To create a form aggregation, go to the Forms Home Page and select the “Form Aggregation” button....
Create a New Form Field Rule
To add a form field rule, go to the Home Page of the Forms Module. Click the three dot icon to th...
Delete a Form
To delete a form, go to the Home Page of the Forms Module. Click the three dot (…) icon to the ri...
Delete a Form Aggregation
To delete a form aggregation, open the Home Page of the Forms Module from the Main Menu. Click...
Delete a Form Entry
To delete a form entry, go to the Home Page of the Forms Module and click the three-dot icon to t...
Delete a Forms Group
To delete a group in the Forms Module, select Groups on the Main Menu and go to the Manage Groups...
Delete all Testing Entries
To delete all entries made while a form is in Preview Mode, go to the Home Page of the Forms Modu...
Download a PDF Form
While this option will show on the context menu, you can only download a PDF if a PDF has been as...
Edit a Form
To edit a form, go to the Home Page in the Forms Module. Click the three-dot icon to the right of...
Edit a Form Aggregation
To edit a form aggregation, open the Home Page of the Forms Module and click the Form Aggregation...
Edit a Form Entry
To edit a form entry, go to the Home Page of the Forms Module and click the three-dot icon to the...
Edit a Form Entry Pending Approval
Anyone can edit a form entry if they have the permission to edit entries, regardless of the appro...
Edit a Forms Groups
To edit a group in the Forms Module, select Groups on the Main Menu and go to the Manage Groups P...
Edit the Status of a Form Rule
To change the status of a form rule, go to the Home Page in the Forms Module. Click the three dot...
Export Form Entries
To export form entries, go to the Forms Table on the Home Page of the Forms Module. Click the thr...
Import Fields from a PDF Field Import
Importing fields from a PDF Field Import has multiple purposes. Not only will the form fields be ...
Import Form Entries from a CSV File
To import form entries from a CSV, form fields must have already been created. How To: Add a Fie...
Import Form Fields from a CSV File
If a field has already been added to a form, you are no longer able to bulk import form field nam...
Integrate Another Module Into a Form
To integrate another module into a form, go to the Home Page in the Forms Module. Click the three...
Make a Form Live
To change a Form Status from Preview Mode to Live, , go to the Home Page of the Forms Module and ...
Reject a Form Entry Pending Approval
To reject a form entry pending approval, go to the Home Page of the Forms Module. Select “View...
Require Form Entry Approval
To require that form entries are approved, go to the Home Page of the Forms Module. Select the th...
Submit Entries Using a PDF
Upload a PDF Form (after Fields have been created)
Uploading a PDF allows an individual to create a customized output for form entries. In order to ...
Grid Module How Tos (Advanced Suite)
Integrations Module How Tos (Advanced Suite)
Integrations Module How Tos
How To: Create an External Link How To: Delete an External Link How To: Edit an External Link
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...
Inventory Module How Tos (Specialized Suite)
Inventory Module How Tos
How To: Add a Stock Item to the Inventory How To: Add a Unique Item to the Inventory How To: ...
Add a Stock Item to the Inventory
To add an individual stock item to the inventory, go to the Inventory Module Home Page. Click ...
Add a Unique Item to the Inventory
Before a stock item can be assigned its unique identifier, it must first be created as a stock it...
Add an Inventory Location
Adding an inventory location creates an additional location option that can be found on the locat...
Create a Stock Database
To create a stock database, go to the Home Page of the Database Module and create a new database....
Create a Unique Items Database
To create a unique items database, go to the Home Page of the Database Module and create a new da...
Create an Inventory from Scratch
Before you can create a new Inventory from scratch, prepare any necessary underlying databases in...
Create Module Levels (Inventory Module)
To create a customizable module level in the Inventory Module, go to the Module Level Tab on the ...
Delete an Inventory
To delete an inventory, open the Home Page of the Inventory Module. Select the three dot (…) i...
Edit an Inventory
To make edits to an existing inventory, go to the Home Page of the Inventory Module. You can a...
Integrate a Database with the Inventory Module
To integrate an existing database with the inventory module, go to the Database Module Home Page....
Return a Unique Item to the Inventory
To return a unique item to the inventory, go to the Inventory Module Home Page. Click on the n...
Kanban Module How Tos (Specialized Suite)
People Module How Tos (Primary Suite)
People Module How Tos
How To: Access a User's Roles and Certifications Report QR Code How To: Acknowledge a Document/V...
Access a User's Roles and Certifications Report QR Code
To access a user's roles and certifications report QR Code, open the Users Page in the People Mod...
Acknowledge a Document/Video Associated with a Required Certification
One of the possible required activities for a certification is to require acknowledgement of a do...
Add/Edit/Delete Comments to a User's Submitted Certification Records
To add comments to a user's submitted certification records, open the Users Page in the People Mo...
Approve a Submitted Certification Pending Approval
To approve a submitted certification that is pending approval, open the Pending Approvals Tab on ...
Approve Multiple Certifications Submitted for Approval by a Specific User
To easily approve multiple certifications that have been submitted for a specific user, open the ...
Assign a Certification Role to Multiple Users at Once
To assign a certification role to multiple users at once, select the Roles Page in the People Mod...
Assign Candidate Users to a Certification Role
Candidate Users are users who, based on their current completed Certifications and the Certificat...
Assign Certifications to a User Independent of a Required Certification Role
To assign a certification to users independent of a required certification role, open the Certifi...
Assign Users to a Certification Independent of a Required Certification Role
To assign a certification independent of a required certifications role, select Certifications in...
Attach a File or Link to a User's Certification
To attach a file or link to a supervised user's certification, open the Users Page in the People ...
Batch Submit Certifications in Bulk
To simultaneously submit a Certification for multiple users’ accounts, open the Batch Submit Cert...
Complete a Form Associated with a Required Certification
One of the possible required activities for a certification is to require a form to be submitted ...
Complete Payment for a Required Certification
To complete a payment for a required certification, open the My Certifications Tab on the My Acco...
Create a Certification
To create a new certification in KAStrack, select the Certifications Page in the People Module fr...
Create a New Company
Select the Companies Page in the People Module of the Main Menu. Open the Create Company Tab. ...
Create a New Module Level (People Module)
To create a new Module Level in the People Module, select the Module Levels Tab on the Settings P...
Create a Shared Certifications Report
To generate a new shared certifications report in the People Module, open the Reports Page in the...
Create, Define, and Assign Users to a New Certification Role
To create and define a new certification role, select Roles in the People Module on the Main Menu...
Decline a Submitted Certification Pending Approval
To decline a submitted certification that is pending approval, open the Pending Approvals Tab on ...
Defer a Certification for a Specified User
To defer a specific certification for a supervised user, open the Users Page of the People Module...
Define Competency Settings for a Role
If competency tracking is enabled for your KAStrack installation, you can define the Competency S...
Define the Certifications Assigned to a Company's Certification Roles
To define the certification roles associated with a specific company, select Companies in the Peo...
Delete a Certification
To delete a certification, open the Certifications Page in the People Module from the Main Menu. ...
Delete a Certification Role
To permanently delete a certification role, select the Roles in the People Module from the Main M...
Delete a Certification that is Pending Approval
To delete a certification that is pending approval, open the Pending Approvals Tab on the Submiss...
Delete a Company
To delete a company, open the Companies Tab on the Companies Page in the People Module. Clicki...
Delete a Shared Certifications Report
To delete a shared certification report in the Reports Module, open the Reports Page in the Peopl...
Designate an Individual a Hidden User on the Users Table
Designating an individual as a hidden user hides their User Roles and Certifications Report withi...
Designate that an Employee is in Training (From the User Page)
Setting a user as “In Training” denotes to others that the user is still onboarding into the role...
Edit a Company Specific Certification Role Description
To edit a company's certification role description, select the Companies in the People Module of ...
Edit a Supervised User's Account Information from the People Module
To edit a supervised user's account information from within the People Module, open the Users Pag...
Edit a User's Certification Completion / Expiration Dates
To edit a supervised user's certification completion or expiration dates, open the Users Page in ...
Edit Attachment Naming Settings for the People Module
When the Attachment Naming Settings are turned on for the Attachment Inbox, KAStrack will require...
Edit Certification Details
To edit the details of a certification, open the Certifications Page in the People Module from th...
Edit Certification Role Information
To edit the information associated with a specific certification role, select Roles in the People...
Edit Company Information
To edit company information (its name, URL link, Information, or tags), open the Companies Tab on...
Edit Notification Settings
To edit the People Module Notification Settings, open the Module Settings Tab of the Settings Pag...
Edit Required Certifications for a Certification Role
To edit the required certifications for a specified certification role, select Roles in the Peopl...
Edit Certification Role Details
To edit the details of a certification role, open the Roles Page in the People Module from the Ma...
Edit the Roles Associated with a Certification
To edit the roles associated with a certification, select Certifications in the People Module fro...
Export Certifications
Certifications can be exported from KAStrack into a CSV file. Select the Certifications Page in...
Export Roles/Certification Assignments
Certification assignments to Certification Roles can be exported from KAStrack into a CSV file. S...
Import Certifications
Certifications can be imported in bulk into KAStrack from a CSV file. To import certifications,...
Import Role/Certification Assignments
Certification assignments to Certification Roles can be imported in bulk into KAStrack. Select th...
Indicate a Required Cannot be Deferred
To indicate that a required certification cannot be deferred, open the Users Page of the People M...
Indicate a Required Certification is Not Applicable to a Specified User
To indicate that a required certification is not applicable to a specified user, open the Users P...
Make a Hidden User a Visible User on the Users Table
To make a hidden user a visible user, open the Users Page in the People Module on the Main Menu. ...
Remove a Certification Role from a Company
To remove a certification role from a company, select Companies in the People Module on the Main ...
Reset a User's Roles and Certifications Report QR Code
To reset a user's Roles and Certifications Report QR Code, open the Users Page in the People Modu...
Send a Shared Certifications Report via Email
To send a shared certification report via email, open the Reports Page in the People Module from ...
Send a User an Email Notification Regarding a Certification
To send a user an email notification regarding a specific certification, you must open the superv...
Submit a Certification
A user can submit a certification from the Submit Certification tab on the My Account Page in the...
Submit Certifications/Competencies from the Supervisor Report Table
To submit certifications or competencies from the Report: Status table on the Supervisor Report P...
Take a Course Associated with a Required Certification
One of the possible required activities for a certification is to require a user to take a course...
Update Assigned Certification Records from the Matrix Table
To update assigned certification records directly from the Matrix Table, open the Matrix Page of ...
Use Attachment Inbox to Upload a File and Attach it to a Certification
To upload files in the attachment inbox and add them to user certifications, open the Submissions...
View a User's Roles and Certifications Report
To view a User's Roles and Certifications Report, open the Users Page in the People Module from t...
View a User's Certification History Modal
Supervisors and admins can access a supervised user's certification History Modal by opening the ...
Reports Module How Tos (Primary Suite)
Reports Module How Tos (Primary Suite)
How To: Add a New Module Level (Reports Module) How To: Assign Permissions to a Custom Report ...
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...
Site Settings Module How Tos (Essentials Suite)
This chapter contains the how to's for the Site Settings Module.
Site Settings Module How Tos
How To: Add a Custom/Additional User Account Information Field How To: Assign Remote Access Pr...
Add a Custom / Additional User Account Information Field
To add a user account information field, open the Account Fields Tab in the Site Settings Module ...
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 Custom / Additional User Account Information Field
To delete a custom user account information field, open the Account Fields Tab in the Site Settin...
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 Custom / Additional User Account Information Field
To edit a custom user account information field, open the Account Fields Tab in the Site Settings...
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 Permissions for System User Account Information Fields
To edit the permissions associated with system user account information fields, open the Account ...
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 ...
Tags Module How Tos (Essentials Suite)
Tags Module How Tos
How To: Create a New Module Level (Tags Module) How To: Create a New Tag Category How To: Cre...
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...