My Account 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.

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 edit a supervised user's certification completion or expiration dates, open the Users Page in the People Module and click the name of the user whose certification you want to attach a file or link to, opening the user's Certifications Details Page.

Click the Edit button in the Actions column to open the Edit Certification Modal.

Editing the completion date will result in the system editing the certification expiration date. Select the Save Changes button.

Your edits will be reflected in the Certifications Table.

To attach a file or link to a supervised user's certification, open the Users Page in the People Module and click the name of the user whose certification you want to attach a file or link to, opening the user's Certifications Details Page.

Click the certification name in the table opening the user's certification.

Select the "Drag Files Here or Click to Upload" button to attach a file to the user's certifications.

Select the Add Link button to include a URL Link with the certification.

Click the Save Changes button when complete.

A textbox beneath the User Certification Tab confirms that your changes were submitted.

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.

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.

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 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.

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.

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.

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.