Dashboard Module How Tos

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 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