A Supervised User's Certifications Details Page

To edit a supervised user's account information from within the People Module, open the Users Page in the People Module on the Main Menu. Click the three-dot icon to the right of the specific user whose account information you wish to edit, opening the Users Table Context Menu.

Select "Edit Account Info" from the context menu opening the Edit Account Info Page in the Accounts Module.

Make the desired changes to the user's account information and select the "Save" button when done.

The updated information now shows on the user's Account Info Page.

To access a user's roles and certifications report QR Code, open the Users Page in the People Module on the Main Menu. Click the three-dot icon to the right of the specific user's name in the User Table opening the User Table Context Menu.

Select "QR Code (User Report)" from the main menu opening the User Report QR Code Modal.

Close the modal to return to the Users Page.

To view a User's Roles and Certifications Report, open the Users Page in the People Module from the Main Menu. Click the three-dot icon to the right of the user whose roles and certifications report you wish to view.

Select "User Report" from the context menu opening the individuals User Report.

The User Report displays the user's roles and certifications, as well as the QR Code that can be used to access this specific user report.

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

To submit a certification, select the certification to be submitted from the dropdown list. The “Only show required certifications” checkbox can be selected for ease.

Placing the cursor in the Date completed textbox opens a calendar modal allowing a user to select the certification completion date. The date can also be entered manually in MM/DD/YYYY format.

Add attachments by selecting the “Drop Files Here or Click to Upload” button.

Add a link by selecting the “Add Link” button.

Select the “Submit Certification” button to submit or “Cancel” to return to the My Certifications tab on the My Account Page.

To complete a payment for a required certification, open the My Certifications Tab on the My Account Page in the People Module from the Main Menu.

The certification that required a payment will be visible in the Outstanding Requirements Table. Select the Complete Form or Payment button in the Activity column to the right of the certification opening the Complete Payment Modal.

The fields on the modal can vary. Complete the instructions on the modal to make payment and complete the certification requirement.

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

Complete Form or Payment is a context menu open as well as a button in the Activity column on a user's My Certifications Tab on the My Account Page of the People Module. It is also a clickable link in the Required Activity column on a User's Certifications Page.

Select Complete Form or Payment to open the Complete a Form Modal, which displays the required activity directly in the modal.

Any Form associated with a required activity has already been created in the Forms Module and Integrated with the People Module. Forms can be customized so that drafts can both be saved as progress is made and submitted from the modal.

Select "Submit" from the Complete a Form Modal and a modal confirms that the certification's required actitivity has been met.

Select "OK" to return to the table you initiated completing the activity in.

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

Take Course is a context menu open as well as a button in the Activity column on a user's My Certifications Tab on the My Account Page of the People Module. It is also a clickable link in the Required Activity column on a User's Certifications Page.

Select Take Course. If the course was created in KAStrack's Courses Module, the option to Take Course will open the Course Instructions Page.

After completing the course, select the Back to KAStrack button to return to the People Module.

One of the possible required activities for a certification is to require acknowledgement of a document or video.

Acknowledge Document / Video is a context menu open as well as a button in the Activity column on a user's My Certifications Tab on the My Account Page of the People Module. It is also a clickable link in the Required Activity column on a User's Certifications Page.

Select Acknowledge Document / Video to open the Acknowledge Document/Video Modal, which displays the required activity directly in the modal.

Instructions on the modal state to read the document/watch the video and click the checkbox at the bottom of the modal to confirm you have read/viewed it. If you attempt to close the modal before acknowledging the document/video, a modal appears stating that if you close the window without acknowledgement, you will lose any progress.

Click the checkbox with the statement, "I, FIRST/LAST NAME, understand that checking this box will serve as my electronic signature.

Clicking the checkbox completes the required activity.

The completion of a required activity can also serve as the certification submission. This is a customizable property available to any certification.

To approve a submitted certification that is pending approval, open the Pending Approvals Tab on the Submissions Page in the People Module from the Main Menu.

To approve the certification, click the Approve button in the Action column specific to the certification you want to approve. Selecting Approve from the context menu will initiate the same action.

A text box confirms that the certification was approved, and it is no longer visible on the Pending Approvals Tab.

To decline a submitted certification that is pending approval, open the Pending Approvals Tab on the Submission Page of the People Module from the Main Menu.

Any certifications pending approval will be displayed in the Submitted Certifications Table.

Click the Decline button in the Action column to the right of the user's name and certification. This opens the Decline Submitted Certification Modal.

The system will send an email notification to the certified user. You can add comments that will be added to the notification email in the modal.

Select the Decline Submitted Certification button.

A textbox confirms that the certification was declined and the certification is removed from the Submitted Certifications Table.

Supervisors and admins can access a supervised user's certification History Modal by opening the User Certification Tab on specific user's Certifications Details Page. Select the name of the relevant user from the Users Page to open the user's Certifications Details Page.

User's can access the History Modal for one of their assigned certifications by opening the My Certification Tab on the My Account Page of the People Module.

History is a context menu option in each of the User Certification Tables. Select History from the context menu opening the user's Certification History Modal.

The read-only modal shows any history regarding the user's certification. Select close to return to the page you were previously viewing.

To send a user an email notification regarding a specific certification, you must open the supervised user's Certifications Details Page. To do so, select Users in the People Module from the Main Menu.

Click the name of the relevant user on the Users Table opening their Certification Details Page. To the right of a certification name in the Outstanding Requirements Table is a three-icon that opens the Outstanding Requirements Context Menu.

Notify is only a context menu option for the Outstanding Requirements Table.

Select the option Notify opening the Send Notification Modal. Use the modal to include an optional message that will be included in the Certification Notification that will be sent to the user through the system via email.

Select the Send button.

The modal changes, indicating that the email notification is sent.

To defer a specific certification for a supervised user, open the Users Page of the People Module from the Main Menu. Click the name of the user whose certification you want to defer opening the user's Certifications Details Page.

The Certifications Table will display the user's required certifications. Click the three-dot icon to the right of the user's certifications name opening the context menu and select Not Applicable / Defer. This opens the Defer Certification Modal.

Click to indicate that the certification should be deferred and designate the date the deferment ends. Indicate any relevant notes

If the certification is deferred, a valid date is required to indicate the end of the deferment period.

Any notes made regarding the deferment on this modal will be publicly visible on the user's QR Report.

Select the Save button and the certification will now show as deferred on the Certifications Table. In the Expiration Date column, the number of days until deferment ends is displayed. In the notes column, the date the deferment ends is stated.

To indicate that a required certification cannot be deferred, open the Users Page of the People Module from the Main Menu. Click the name of the user whose certification you want to indicate cannot be deferred opening the user's Certifications Details Page.

The Certifications Table will display the user's required certifications. Click the three-dot icon to the right of the user's certifications name opening the context menu and select Not Applicable / Defer. This opens the Defer Certification Modal.

Click to indicate that the certification is required and cannot be deferred. The certification is no longer applied through a certification role. Add any relevant notes regarding the requirement.

Any notes made regarding the deferment on this modal will be publicly visible on the user's QR Report.

Select the Save button.

To indicate that a required certification is not applicable to a specified user, open the Users Page of the People Module from the Main Menu. Click the name of the user whose certification you want to indicate is not applicable opening the user's Certifications Details Page.

The Certifications Table will display the user's required certifications. Click the three-dot icon to the right of the user's certifications name opening the context menu and select Not Applicable / Defer. This opens the Defer Certification Modal.

Click to indicate that the certification is not applicable for this user. Add any relevant notes regarding the requirement.

Any notes made regarding the deferment on this modal will be publicly visible on the user's QR Report.

Select the Save button.