Communications Module ...

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...

Account 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 Account Information

Manually Approve/Deny User Registrations

Create an Individual New User 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

Actions Module How Tos

Add A Budget Alert for an Action Group

Add a Budget Approver Group in the Actions Module

Add Actions to an Action Group Template

Add Comments to an Action

Archive an Action Group

Assign an Action

Assign an Action Approver

Assign Interested Parties to an Action

Bulk Edit Selected Actions

Copy a Workflow

Copy an Action Group Template

Create a New Action

Create A New Action Group Template

Create a New Action Group

Create a New Budget Approver Group

Create New Module Levels (Actions Module)

Create New Workflow

Delete a Budget Approver Group

Delete a Workflow

Delete an Action

Delete an Action Comment

Delete an Action Group

Delete an Action Group Template

Edit a Workflow

Edit An Action Group

Edit an Action Group Status

Edit An Action Group Template

Edit an Existing Action

Export Action Groups in a CSV File

Import Bulk Actions

Upload Files to An Action

Assets Module How Tos

Access an Asset's PDF Data Sheet

Access an Asset's QR Code

Add a Meter to an Asset

Add a New Manufacturer

Add Components to a Parent Asset

Add Fields to an Asset Type

Add Interim Notes to a Task without Completion

Add Meters to a Task Template

Add Tasks to a Task Template

Apply a Task Template to the Task Schedule

Archive an Asset or Component

Assign/Unassign Users and Certification Roles to an Asset

Attach an Asset Library File to an Asset

Bulk Assign / Unassign Assets

Bulk Export Asset Information

Bulk Import Asset Information

Change a Manufacturer's Name

Change a Task Template Name

Change an Asset Type Name

Change the Status of a Meter Type

Clean Manufacturers

Copy and Rename a Task

Copy and Rename a Task Template

Copy and Rename an Asset

Create a Meter Type

Create a New Asset