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...