Create a New Dispatch

To add an activity to the dispatch itinerary, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch you wish to add an activity to.

This opens the Dispatch Details Page.

Select the plus sign box icon to the right of the Itinerary header, opening the Add Activity Modal.

Input the new activity title, expected start and finish dates, as well as any relevant activity note.

Selecting the pencil icon will allow you to edit time zones as needed.

Select “Save” and the Activity now shows on the Dipatch Details Page.

To add people to a dispatch, open the specific dispatch you wish to add people to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page.

People can be added to a dispatch by selecting the plus sign icon to the right of the People column header or by selecting the identification icon. Selecting the identification icon will allow you to add people through their certification role.

To Add People to a Dispatch through People

Select the plus sign to the right of the People Section header. This opens the Add People Modal.

Select the KAStrack user to be added to the dispatch from the dropdown menu. There is an External User option if the individual is a not a KAStrack user. The system will automatically input the First , Last and username as the Display Name. This can be edited.

Add any notes regarding the user being added to the dispatch as desired.

Select “Save” and the user is added to the dispatch page.

To Add People to a Dispatch through their Certification Role

To add people to a dispatch through a certification role, select the identification card Icon to the right of the plus sign in the People Column. This opens the Add People by Certification Role Modal.

First, select the desired Certification Role from the dropdown menu.

Selecting the checkbox will only show people who are not red in this role. The People associated with the selected certification role will now be displayed in the the People dropdown menu.

The Display Name will auto populate with the First, Last, and username of the individual. Edit as desired to indicate the display name and add relevant notes.

Select “Save” and return to the dispatch page.

To add certifications to a dispatch, open the specific dispatch you wish to add certifications to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page.

Certifications can be added to a dispatch by selecting the plus sign icon to the right of the Certifications column header.

This opens the Add Certifications Modal.

Certifications can be selected from the dropdown menu. Edit the display name as desired, and add any notes relevant to the certification.

Select “Save” and the certification now shows on the dispatch.

To add documents to a dispatch, open the specific dispatch you wish to add documents to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page.

Documents can be added to a dispatch by selecting the plus sign icon to the right of the Documents column header.

This opens the Add Documents Modal.

Select the appropriate document to be added to the dispatch from the drop-down menu.

Only the documents the user has permissions to view and access will be displayed.

Edit the display name as desired and input any notes regarding the document.

Select the “Save” button and the document will be added to the dispatch.

To add assets to a dispatch, open the specific dispatch you wish to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page.

Assets can be added to a dispatch by selecting the plus sign icon to the right of the Assets column header.

Selecting the plus sign icon opens the Add Assets Modal.

Select the asset you wish to add to the dispatch from the dropdown menu. Edit the display name if desired. Include any notes relevant to the asset and select the “Save” button.

The asset will now show on the Dispatch Details Page.

To add reports to a dispatch, open the specific dispatch you wish to add reports to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page.

Reports can be added to a dispatch by selecting the plus sign icon to the right of the Reports column header.

Selecting the plus sign icon to the right of Reports opens the Add Reports Modal.

Select the report you wish to add to the dispatch from the dropdown menu. Edit the display name if desired. Include any notes relevant to the report and select the “Save” button.

The report will now show on the Dispatch Details Page.

To add forms to a dispatch, open the specific dispatch you wish to add forms to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page.

Forms can be added to a dispatch by selecting the plus sign icon to the right of the Forms column header.

Selecting the plus sign icon to the right of Forms opens the Add Forms Modal.

Select the form you wish to add to the dispatch from the dropdown menu.

Select the “Allow Entries to be Automatically Attached” of you would like the entries on this form to be linked to the Dispatch Details Page.

Select the “Require an entry before dispatch can be completed” checkbox if you would like to require that a form entry is submitted before the dispatch can be marked as completed.

Edit the display name if desired. Include any notes relevant to the report and select the “Save” button.

The form will now show on the Dispatch Details Page.

Distribution Lists are the individuals designated to receive a PDF copy of the dispatch orders, sent through the KAStrack Communications Module. They can be pre-defined in the Dispatch Module

To add distribution lists to a dispatch, open the specific dispatch you wish to add a distribution list to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page.

Distribution Lists can be added to a dispatch by selecting the plus sign icon to the right of the Distribution List column header.

Selecting the plus sign icon to the right of Distribution List opens the Add People and Certification Roles Modal.

Pre-defined distribution lists, users, and certification roles can all be selected via the dropdown menu. Pre-existing distributions lists can be created within this module.

Edit the display name if desired and select the “Save” button. The individuals on the distribution list will now show on the dispatch details page.

An individual will only be listed once even if they are in multiple pre-defined distribution lists.

To create a new pre-defined distribution list, go to the Distribution Lists Tab on the Settings Page of the Dispatch Module.

Click the “New Distribution List” button above the Pre-Defined Distribution List Table opening the New Distribution List Modal.

Input the Title of the new distribution list. Clicking the Members field will open a dropdown menu of all Users and Certification Roles that can be added to the Distribution Lists. Multiple selections can be made.

Select the “Save” button and the new distribution list will now show in the Pre-Defined Distribution List Table.

To add approvers to a dispatch, open the specific dispatch you wish to add approvers to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page.

Approval can be required for any dispatch status change (Scheduled, Ready to Dispatch, Dispatched, Completed, Canceled, and Archived). Approvers can be added to a dispatch by selecting the plus sign icon to the right of the People column header.

Selecting the plus sign icon to the right of Approvers opens the Add Approvers Modal.

The first dropdown menu opens to dispatch statuses.

Select what part of the dispatch process needs approval.

Use the second dropdown menu to select the user or role that needs to approve the status change.

Edit the display name if desired and select the “Save” button.

The approvers and the status their approval is required to reach are now displayed on the Dispatch Details Page.