People Module How Tos ...

People Module How Tos

How To: Access a User's Roles and Certifications Report QR Code How To: Acknowledge a Document/V...

Access a User's Roles and Certifications Report QR Code

To access a user's roles and certifications report QR Code, open the Users Page in the People Mod...

Acknowledge a Document/Video Associated with a Required Certification

One of the possible required activities for a certification is to require acknowledgement of a do...

Add/Edit/Delete Comments to a User's Submitted Certification Records

To add comments to a user's submitted certification records, open the Users Page in the People Mo...

Approve a Submitted Certification Pending Approval

To approve a submitted certification that is pending approval, open the Pending Approvals Tab on ...

Approve Multiple Certifications Submitted for Approval by a Specific User

To easily approve multiple certifications that have been submitted for a specific user, open the ...

Assign a Certification Role to Multiple Users at Once

To assign a certification role to multiple users at once, select the Roles Page in the People Mod...

Assign Candidate Users to a Certification Role

Candidate Users are users who, based on their current completed Certifications and the Certificat...

Assign Certifications to a User Independent of a Required Certification Role

To assign a certification to users independent of a required certification role, open the Certifi...

Assign Users to a Certification Independent of a Required Certification Role

To assign a certification independent of a required certifications role, select Certifications in...

Attach a File or Link to a User's Certification

To attach a file or link to a supervised user's certification, open the Users Page in the People ...

Batch Submit Certifications in Bulk

To simultaneously submit a Certification for multiple users’ accounts, open the Batch Submit Cert...

Complete a Form Associated with a Required Certification

One of the possible required activities for a certification is to require a form to be submitted ...

Complete Payment for a Required Certification

To complete a payment for a required certification, open the My Certifications Tab on the My Acco...

Create a Certification

To create a new certification in KAStrack, select the Certifications Page in the People Module fr...

Create a New Company

Select the Companies Page in the People Module of the Main Menu. Open the Create Company Tab. ...

Create a New Module Level (People Module)

To create a new Module Level in the People Module, select the Module Levels Tab on the Settings P...

Create a Shared Certifications Report

To generate a new shared certifications report in the People Module, open the Reports Page in the...

Create, Define, and Assign Users to a New Certification Role

To create and define a new certification role, select Roles in the People Module on the Main Menu...

Decline a Submitted Certification Pending Approval

To decline a submitted certification that is pending approval, open the Pending Approvals Tab on ...

Defer a Certification for a Specified User

To defer a specific certification for a supervised user, open the Users Page of the People Module...

Define Competency Settings for a Role

If competency tracking is enabled for your KAStrack installation, you can define the Competency S...

Define the Certifications Assigned to a Company's Certification Roles

To define the certification roles associated with a specific company, select Companies in the Peo...

Delete a Certification

To delete a certification, open the Certifications Page in the People Module from the Main Menu. ...

Delete a Certification Role

To permanently delete a certification role, select the Roles in the People Module from the Main M...

Delete a Certification that is Pending Approval

To delete a certification that is pending approval, open the Pending Approvals Tab on the Submiss...

Delete a Company

To delete a company, open the Companies Tab on the Companies Page in the People Module. Clicki...

Delete a Shared Certifications Report

To delete a shared certification report in the Reports Module, open the Reports Page in the Peopl...

Designate an Individual a Hidden User on the Users Table

Designating an individual as a hidden user hides their User Roles and Certifications Report withi...

Designate that an Employee is in Training (From the User Page)

Setting a user as “In Training” denotes to others that the user is still onboarding into the role...

Edit a Company Specific Certification Role Description

To edit a company's certification role description, select the Companies in the People Module of ...

Edit a Supervised User's Account Information from the People Module

To edit a supervised user's account information from within the People Module, open the Users Pag...

Edit a User's Certification Completion / Expiration Dates

To edit a supervised user's certification completion or expiration dates, open the Users Page in ...

Edit Attachment Naming Settings for the People Module

When the Attachment Naming Settings are turned on for the Attachment Inbox, KAStrack will require...

Edit Certification Details

To edit the details of a certification, open the Certifications Page in the People Module from th...

Edit Certification Role Information

To edit the information associated with a specific certification role, select Roles in the People...

Edit Company Information

To edit company information (its name, URL link, Information, or tags), open the Companies Tab on...

Edit Notification Settings

To edit the People Module Notification Settings, open the Module Settings Tab of the Settings Pag...

Edit Required Certifications for a Certification Role

To edit the required certifications for a specified certification role, select Roles in the Peopl...

Edit Certification Role Details

To edit the details of a certification role, open the Roles Page in the People Module from the Ma...

Edit the Roles Associated with a Certification

To edit the roles associated with a certification, select Certifications in the People Module fro...

Export Certifications

Certifications can be exported from KAStrack into a CSV file. Select the Certifications Page in...

Export Roles/Certification Assignments

Certification assignments to Certification Roles can be exported from KAStrack into a CSV file. S...

Import Certifications

Certifications can be imported in bulk into KAStrack from a CSV file. To import certifications,...

Import Role/Certification Assignments

Certification assignments to Certification Roles can be imported in bulk into KAStrack. Select th...

Indicate a Required Cannot be Deferred

To indicate that a required certification cannot be deferred, open the Users Page of the People M...

Indicate a Required Certification is Not Applicable to a Specified User

To indicate that a required certification is not applicable to a specified user, open the Users P...

Make a Hidden User a Visible User on the Users Table

To make a hidden user a visible user, open the Users Page in the People Module on the Main Menu. ...

Remove a Certification Role from a Company

To remove a certification role from a company, select Companies in the People Module on the Main ...

Reset a User's Roles and Certifications Report QR Code

To reset a user's Roles and Certifications Report QR Code, open the Users Page in the People Modu...

Send a Shared Certifications Report via Email

To send a shared certification report via email, open the Reports Page in the People Module from ...

Send a User an Email Notification Regarding a Certification

To send a user an email notification regarding a specific certification, you must open the superv...

Submit a Certification

A user can submit a certification from the Submit Certification tab on the My Account Page in the...

Submit Certifications/Competencies from the Supervisor Report Table

To submit certifications or competencies from the Report: Status table on the Supervisor Report P...

Take a Course Associated with a Required Certification

One of the possible required activities for a certification is to require a user to take a course...

Update Assigned Certification Records from the Matrix Table

To update assigned certification records directly from the Matrix Table, open the Matrix Page of ...

Use Attachment Inbox to Upload a File and Attach it to a Certification

To upload files in the attachment inbox and add them to user certifications, open the Submissions...

View a User's Roles and Certifications Report

To view a User's Roles and Certifications Report, open the Users Page in the People Module from t...

View a User's Certification History Modal

Supervisors and admins can access a supervised user's certification History Modal by opening the ...

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