Forms Module How Tos (...

Forms Module How Tos

How To: Access a Form's Shareable URL Link/QR Code How To: Add a Field to a Form How To: Add ...

Access a Form's Shareable URL Link / QR Code

To access a form’s sharable URL Link or QR Code, go to the Home Page of the Forms Module and sele...

Add a Field to a Form

To add a field to a form, go to the Home Page of the Forms Module. . Click the three-dot icon to ...

Add a Forms Group

To add a group in the Forms Module, select Groups on the Main Menu and go to the Manage Groups Pa...

Add a New Module Level (Forms Module)

To add a new module level in the Forms Module, go to the Settings Page and select the “New Module...

Add an Individual Form Entry

To add a form entry, go to the Home Page of the Form Module. Click the three dot icon to the righ...

Add Forms to a Group

In order for forms to be placed into groups, form groups have to be created first. How To: Add ...

Add Tags to a Form Entry

To add tags to a form entry, go to the Home Page of the Forms Module and click the three-dot icon...

Approve a Form Entry Pending Approval

To approve a form entry pending approval, go to the Home Page of the Forms Module. Select “Vie...

Archive a Form

To Archive a form, it cannot be live. You must close the form first. How To: Close a Form To a...

Bulk Edit / Delete Form Entries

To bulk edit form entries, go to the Home Page of the Forms Module. Click the three-dot icon to t...

Clear a PDF Cache

To clear the PDF cache, go to the Home Page of the Forms Module. Click the three-dot icon to the ...

Close a Form

To close a live form, go to the Home Page of the Forms Module and click the three-dot icon to the...

Convert a Database to a Form

To convert a database to a form, go to the Home Page of the Forms Module. Select the “Convert Da...

Copy a Form

To copy a form, go to the Home Page of the Forms Module and select the three dot icon to the righ...

Create a Form

To create a new form, open the Home Page in the Forms Module from the Main Menu and select the Cr...

Create a Form Aggregation

To create a form aggregation, go to the Forms Home Page and select the “Form Aggregation” button....

Create a New Form Field Rule

To add a form field rule, go to the Home Page of the Forms Module. Click the three dot icon to th...

Delete a Form

To delete a form, go to the Home Page of the Forms Module. Click the three dot (…) icon to the ri...

Delete a Form Aggregation

To delete a form aggregation, open the Home Page of the Forms Module from the Main Menu. Click...

Delete a Form Entry

To delete a form entry, go to the Home Page of the Forms Module and click the three-dot icon to t...

Delete a Forms Group

To delete a group in the Forms Module, select Groups on the Main Menu and go to the Manage Groups...

Delete all Testing Entries

To delete all entries made while a form is in Preview Mode, go to the Home Page of the Forms Modu...

Download a PDF Form

While this option will show on the context menu, you can only download a PDF if a PDF has been as...

Edit a Form

To edit a form, go to the Home Page in the Forms Module. Click the three-dot icon to the right of...

Edit a Form Aggregation

To edit a form aggregation, open the Home Page of the Forms Module and click the Form Aggregation...

Edit a Form Entry

To edit a form entry, go to the Home Page of the Forms Module and click the three-dot icon to the...

Edit a Form Entry Pending Approval

Anyone can edit a form entry if they have the permission to edit entries, regardless of the appro...

Edit a Forms Groups

To edit a group in the Forms Module, select Groups on the Main Menu and go to the Manage Groups P...

Edit the Status of a Form Rule

To change the status of a form rule, go to the Home Page in the Forms Module. Click the three dot...

Export Form Entries

To export form entries, go to the Forms Table on the Home Page of the Forms Module. Click the thr...

Import Fields from a PDF Field Import

Importing fields from a PDF Field Import has multiple purposes. Not only will the form fields be ...

Import Form Entries from a CSV File

To import form entries from a CSV, form fields must have already been created. How To: Add a Fie...

Import Form Fields from a CSV File

If a field has already been added to a form, you are no longer able to bulk import form field nam...

Integrate Another Module Into a Form

To integrate another module into a form, go to the Home Page in the Forms Module. Click the three...

Make a Form Live

To change a Form Status from Preview Mode to Live, , go to the Home Page of the Forms Module and ...

Reject a Form Entry Pending Approval

To reject a form entry pending approval, go to the Home Page of the Forms Module. Select “View...

Require Form Entry Approval

To require that form entries are approved, go to the Home Page of the Forms Module. Select the th...

Submit Entries Using a PDF

Upload a PDF Form (after Fields have been created)

Uploading a PDF allows an individual to create a customized output for form entries. In order to ...

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