Add a New Document
To create a new file within KAStrack, click the “Add Document” button on the Documents Module Overview Page.
This opens the Add a New Document Modal, where the user is prompted to select one or more files to be uploaded.
Drag and drop file(s) or select them from your device. Once the desired documents are chosen, select “Continue,” which opens the second screen of the Add a New Document Modal.
The Document List on the Overview Page is referred to as the Root. It behaves like a top level folder encompassing all other folders and files in the Documents Module. You can get a URL for the Root folder if all files in Documents need to be shared.
Basic Details
Under the Basic Details Tab, the user can input a title, description of the file, revision number and revision date. They can also designate any document owners (the uploader is initially included as an Owner by default) and tags.
If the incorrect file was selected, the user can click “Select a different file” from the top right corner of the modal to exchange it with the correct file.
Document owner(s) can be selected from a dropdown list of users.
Document owners have the ability to approve documents, which is relevant for companies who are required to attest an annual/periodic review for regulatory agencies or other governing bodies. Document owners are also notified any time a new comment is made on a file and are responsible for affirming continued suitability of the file if enabled under Advanced Options.
Advanced Options
Selecting the Advanced Options Tab allows the user to apply enhanced settings to the file. An explanation of each Advanced Options checkbox is included in the table below.
Document Advanced Options Explanations | |
Checkbox | Explanation |
Document is Public | Selecting the “Document is public” checkbox allows individuals who are not users in the KAStrack system to view files. Users in KAStrack will need appropriate permissions to view the file regardless. |
Document is 360° Photo | Selecting the “Document is a 360° photo” checkbox communicates to KAStrack that the file is intended for 360° viewing to ensure it shows correctly. |
New Revisions Require Approval | Selecting the “New revisions require approval” checkbox opens a dropdown menu. Approval requirements for the file can be designed by Access Level, Certification Role, or specific individuals in the system. An additional checkbox can be selected if this revision requires approval.
Users view the files that require approval on the Documents Module Review Page. |
New Revisions Require Acknowledgement | Selecting the “New revisions require acknowledgement” checkbox allows acknowledgement requirement customization.
The “This revision requires acknowledgement” checkbox will notify the Access Levels, Certification Roles, or individuals selected of the new document. If “Acknowledgement is required for login” is selected, a user will not be able to access anything in KAStrack until the user acknowledges the revised document. A textbox allows the user to include a customized acknowledgement message that will be included in the automated message sent out to users by KAStrack. Users view the files that require acknowledgement on the Documents Module Review Page, or just after signing in, when “Acknowledgement is required for login” is enabled. |
Send Notifications of New Revisions | Selecting the “Send notifications of new revisions” checkbox allows a user to customize (by Access Level, Certification Role, or individual) who receives an email notification that a new file revision has been updated in KAStrack. An additional checkbox can be selected if a notification is to be sent for this revision.
Users view the files they have received notification of on the Documents Module Review Page. |
Requires Future Review by Owner | Selecting the “Requires future review by owner” checkbox allows the user to schedule the next review date and set a reminder for the review deadline.
Users review files for continued suitability on the Documents Module Review Page. |
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