Make a Form Live

To change a Form Status from Preview Mode to Live, , go to the Home Page of the Forms Module and select the three-dot icon to the right of the form title you wish to make Live. This opens the Forms Table Context Menu.

Confirm that you have deleted any testing entries before you convert the form to Live status.

How To: Delete All Testing Entries

To delete all entries made while a form is in Preview Mode, go to the Home Page of the Forms Module and select the three dot icon to the right of the form title you wish to delete entries in.

A form must be in preview mode to bulk delete existing entries.

Select “Delete All Entries” from the context menu opening the Deletion Confirmation Modal.

Click the “OK” button and the Delete All Entries Modal stating “All entries have been deleted” appears.

Click the “Close” button and return to the Forms Module Home Page.

The Forms Table will now show that there are 0 entries associated with the Form.

Select “Make Form Live”. This opens the Update Status Modal which states, “This form is now live.”

Click the “Close” button to return to the Forms Table on the Home Page. The Form Status will now show as Live.

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