Companies Page

To edit company information (its name, URL link, Information, or tags), open the Companies Tab on the Companies Page in the People Module from the Main Menu.

Clicking on the name of a Company will open the company's Detail Page that displays the Company Roles with their description.

Select the “Edit Company” button to open the Edit Company: (Company Name) Page.

You can now make any desired changes to the Company Name, URL, Descriptive Information, or Tags.

Select “Submit” to save the changes and return to the company's Detail Page with the altered inputs now showing.

Click “Cancel” to return to the company's Detail Page without saving any changes.

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

Clicking on the name of a Company will open the company's Details Page that displays the Company Roles with their description.

Select the “Edit Company” button to open the Edit Company Page.

The original company cannot be deleted. This is a system-constraint.

Click “Permanently Delete Company” from the bottom right-hand corner to permanently delete the company, opening a Deletion Confirmation Modal.

The modal states “This cannot be undone! Are you sure you want to delete this company and the roles associated with it?” Click the “OK” button to permanently delete the company.

To define the certification roles associated with a specific company, select Companies in the People Module from the Main Menu opening the Companies Page. Click on the name of the company whose roles you want to define in the Companies Table.

Clicking on the name of a company will open the company's Details Page that displays the company's certification roles with their description.

Select the “Edit Company Roles” button to open the Company Roles Description Table. A certification role can be assigned to different companies. The Company Role description allows you to customize the description of the certification role for that specific company.

If a Certification Role has not yet been defined, clicking “Define Role” in the Company column will open the company's Define Role Page.

Optionally input a description of the new role in the textbox.

Role requirements are shown on the Role Info Tab on the Roles Page. Any specific requirements for the certification role can be added. Clicking the “Add Requirement” button opens a new text box, allowing for unlimited Role Requirements. These Role Requirements serve as guidance for adding new users to a particular Certification Role; there is currently no mechanism in KAStrack that further defines the criteria of these requirements or enforces them.

Select the desired tags for additional filters.

Certification Roles can be tagged for filtering purposes; however, Certification Roles currently do not honor the permissions for Permissive and Restrictive tags and will instead behave as if they’ve been tagged with Open tags.

If competency tracking is enabled for your KAStrack installation, the next section will allow definition of the Competency Settings for the Certification Role. WIKI LINK HOW TO DEFINE COMPETENCY SETTINGS FOR A ROLE

Select the Required Certifications that apply to the new Certification Role. Use the checkbox in the header row to select all available Certifications.

Click the “Save Changes” button to save the new certification role details, automatically opening the Edit Users Table of the Assigned Users Tab.

Use the checkboxes in the first column to identify the users that the new role applies to. Use the checkbox in the header row to select all available users.

Click the “Save Changes” button and return to the Assigned Users tab.

To edit a company's certification role description, select the Companies in the People Module of the Main Menu to open the Companies Page and click on the Company Name in the Companies Table. Click the name of the company whose certification role you wish to edit in the Companies Table.

Clicking on the name of a Company will open the company's Detail Page that displays the Company Roles with their description.

Select the “Edit Company Roles” button to open the Company Roles Description Table.

Certification roles will be listed in the first column. A checked checkbox indicates that the Certification Role has been defined and applies the company. Unchecking a checked checkbox means that this role should no longer be associated with this company. A role that is not associated with this Company will show the clickable text Define Role.

Add or alter the desired description by placing the cursor in the Role Description textbox and editing the information. Select the "Save Changes" button and return to the company's Details Page.

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

Input the new Company name (required), an associated URL, and any descriptive information you wish to be included on the Company: (Company Name) Page.

A URL entered here will be visible on the Companies Table on the main Companies Page relative to this company. If this company has an external website / homepage, it could be listed here.

Include any tags to establish additional filters.

Companies can be tagged for filtering purposes; however, Companies currently do not honor the permissions for Permissive and Restrictive tags, and will instead behave as if they’ve been tagged with Open tags.

Select the “Submit” button to save the information. The new company is now visible on the Companies Tab.