Database Module How To...

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 ...

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