Accounts 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...

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

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

Create a New Calendar Filter

Create a New Module Level (Calendar Module)

Delete a Calendar Filter

Edit a Calendar Filter