Users Page

The Users Page is not visible on the Main Menu to employees or observer accounts.

The Users Page in the People Module functions as the module homepage, allowing the review of certifications for any user. The table has two views for display, a Supervisor View and a User View, which can be selected by the buttons beneath the Users page header. The Supervisor View shows the organization’s hierarchal structure, indenting the users’ names beneath each level of management. The User View will list users alphabetically by their last name.

Selecting the three-dot icon to the right of the Users header opens the User Page Context Menu. An explanation of each of the context menu options have been included in the table below.

Users Page Context Menu Option Explanations

Option

Explanation

Import User Certifications

Selecting Import User Certifications from the User Page Context Menu opens the Import User Certifications Page, which provides a downloadable template with current user certifications for convenience.

How To: Import Bulk User Certifications

Certifications can be imported in bulk into KAStrack from a CSV file.

To import certifications, open the Certifications Page in the People Module from the Main Menu to display the Certifications Table. Click the three dot (…) icon to the right of the header to open a context menu and select “Import Certifications”.

This opens the Import Certifications Page. A template is provided to simplify importing.

Click the “Download Template” button to download the Certifications Template CSV to your device.

If you'd like to modify existing Certifications in bulk using Certification Import, in contrast or in addition to using Certification Import to create new Certifications, you can first export all Certifications from KAStrack to a CSV file and work off of that file. Read more here.

When ready, open the downloaded file (or create a new CSV file, if desired) in your favorite text editor / spreadsheet software (e.g. Excel, Sheets, etc.).

When preparing a CSV file for import, the following fields must be included in the first row of the file, each in their own cell, acting as header columns. Information for the Certification(s) will be listed on subsequent rows beneath each column header. All column headers must be included even if they don't apply to all Certifications being imported.

Some of these fields require meeting certain criteria when filling them out for KAStrack to import the Certification properly. The fields and supplemental information are outlined below:

Column Header	Information
Certification ID	To create a new Certification, leave this blank. On import and creation, KAStrack will assign the Certification a unique ID. To find out an existing Certification's ID, you can export all Certifications, or find it in the URL when viewing the Certification's page after clicking its name from the Certification's table. Listing an ID in the import, paired with the matching Certification's name, allows you to update information about that Certification through the import process. The ID will be a whole integer.
Name	This is a required field. Cannot have the same name as another Certification in KAStrack. Cannot contain the characters ;<>\/
Information	Any text or none at all, used to describe the Certification.
External URL	Optionally include a URL to a webpage that can be used to help guide the person submitting the Certification or provide them with important information.
Cost of Training	Optionally include a decimal value if this Certification has an associated cost.
Time to Complete	Optionally include a decimal value if this Certification takes a certain amount of time to complete that you'd like to keep track of.
Time to Complete Period	Coupled with the field above to give a unit of time for the Time to Complete. Must be Hours, Days, Weeks, Months, Years, or None.
Certification Expires	Must be (case-insensitive) Yes, Y, On, True, or 1 for affirmative, or (blank), No, N, Off, False, or 0 for negative.
Duration	Must be a positive integer.
Duration Period	Coupled with the field above to give a unit of time for the Duration. Must be Days, Weeks, Months, Years, or None.
Extend Duration	Must be Month, Year, or None.
Due	Must be a positive integer.
Due Period	Coupled with the field above to give a unit of time for when the Certification will become Due. Must be Days, Weeks, Months, Years, or None.
Overdue	Must be a positive integer.
Overdue Period	Coupled with the field above to give a unit of time for when the Certification will become Overdue. Must be Days, Weeks, Months, or None.
Refresher Training	Must be (case-insensitive) Yes, Y, On, True, or 1 for affirmative, or (blank), No, N, Off, False, or 0 for negative.
Refresher Cost of Training	Optionally include a decimal value if this Certification's Refresher Training has an associated cost.
Refresher Time to Complete	Optionally include a decimal value if this Certification's Refresher Training takes a certain amount of time to complete that you'd like to keep track of.
Refresher Time to Complete Period	Coupled with the field above to give a unit of time for the Refresher Time to Complete. Must be Hours, Days, Weeks, Months, Years, or None.
Refresher Duration	Must be a positive integer.
Refresher Duration Period	Coupled with the field above to give a unit of time for the Refresher Duration. Must be Days, Weeks, Months, Years, or None.
Refresher Extend Duration	Must be Month, Year, or None.
Refresher Due	Must be a positive integer.
Refresher Due Period	Coupled with the field above to give a unit of time for when the Certification's Refresher Training will become Due. Must be Days, Weeks, Months, Years, or None.
Refresher Overdue	Must be a positive integer.
Refresher Overdue Period	Coupled with the field above to give a unit of time for when the Certification's Refresher Training will become Overdue. Must be Days, Weeks, Months, or None.
Hide From Shared Reports	Must be (case-insensitive) Yes, Y, On, True, or 1 for affirmative, or (blank), No, N, Off, False, or 0 for negative.
Hide From QR Reports	Must be (case-insensitive) Yes, Y, On, True, or 1 for affirmative, or (blank), No, N, Off, False, or 0 for negative.
Hide From People Module Levels	List the exact name of an existing Access Level(s) that this Certification should be hidden from. If listing multiple Access Levels, separate them with a semicolon.
Hide Attachments From Shared Reports	Must be (case-insensitive) Yes, Y, On, True, or 1 for affirmative, or (blank), No, N, Off, False, or 0 for negative.
Hide Attachments From QR Reports	Must be (case-insensitive) Yes, Y, On, True, or 1 for affirmative, or (blank), No, N, Off, False, or 0 for negative.
Hide Attachments From People Module Levels	List the exact name of an existing Access Level(s) that Attachments for this Certification should be hidden from. If listing multiple Access Levels, separate them with a semicolon.
Require Attachment	Must be (case-insensitive) Yes, Y, On, True, or 1 for affirmative, or (blank), No, N, Off, False, or 0 for negative.
Auto Approve User Submissions	Must be (case-insensitive) Yes, Y, On, True, or 1 for affirmative, or (blank), No, N, Off, False, or 0 for negative.
Auto Approve On Activity Completion	Must be (case-insensitive) Yes, Y, On, True, or 1 for affirmative, or (blank), No, N, Off, False, or 0 for negative.
Allowed Batch Submission Roles	List the exact name of an existing Certification Role(s) that should have the ability to batch submit this Certification. If listing multiple Certification Roles, separate them with a semicolon.
Generate Attachment On Approval	Must be (case-insensitive) Yes, Y, On, True, or 1 for affirmative, or (blank), No, N, Off, False, or 0 for negative.
Generate Attachment On Activity Completion	Must be (case-insensitive) Yes, Y, On, True, or 1 for affirmative, or (blank), No, N, Off, False, or 0 for negative.
Hide Expiration Date In Generated Attachments	Must be (case-insensitive) Yes, Y, On, True, or 1 for affirmative, or (blank), No, N, Off, False, or 0 for negative.
Attach Certificates To Notifications	Must be (case-insensitive) Yes, Y, On, True, or 1 for affirmative, or (blank), No, N, Off, False, or 0 for negative.
Parent Certification (?)	List the exact name of an existing Certification that is the Parent Certification of this Certification.
Child Certification(s) (?)	List the exact name of an existing Certification(s) that is/are a Child Certification(s) of this Certification. If listing multiple Certifications, separate them with a semicolon.

Once your file is ready for import, return to KAStrack's Import Certification's page. Click the “Choose File” button to select the CSV file from your device. The page will then update to show all of the expected fields, and a dropdown box to their right.

Click the “Import certifications” to upload the file and import the changes into KAStrack. The screen will then display a success or fail message, and, if failed, alert to any changes that should be made to the imported file. If the import fails, no certifications will be imported/created or updated. If successful, KAStrack will inform how many new Certifications were created, and how many existing ones have been updated.

Export User Certifications

Selecting Export User Certifications from the User Page Context Menu opens the Export User Certifications Confirmation Modal where you can select to download all user certification completion and expiration data.

How To: Export Bulk User Certifications

Certifications can be exported from KAStrack into a CSV file.

Select the Certifications Page in the People Module from the Main Menu to open the Certification Table. Click the three-dot icon to the right of the header to open the Certifications Page Context Menu and select “Export Certifications”.

This opens the Export Certifications Modal.

Select the “Export” button to download a CSV file into your device’s Downloads folder that contains all Certifications and their details.

You can use the search box above the table to search across all columns, or in the search box above each column for column-specific filtering. You can change the number of users shown in the table by clicking the dropdown next to the table search box, in between “Show [value] Entries”. If not all entries are shown in the table, you can control which page of the table you see using the pagination controls beneath the table.

Selecting the Include Hidden Users checkbox will show any individuals designated as a hidden user in the Users Table; however, their user certification report is not visible in the Reports Column of the user table (their status is shown as hidden).

While a hidden user's certification report is not visible on the user's table, hidden users are included in reports in the Reports Module that includes all users.

Selecting the three-dot icon to the right of a user's name in the Users Table opens the Users Table Context Menu. The options available on the User Table Context Menu are explained in the table below.

Users Table Context Menu Option Explanations
Option	Explanation
View Account Info	Selecting View Account Info from the Users Table Context Menu opens the specified individual's Account Info Page in the Accounts Module where the individual's account information can be viewed.
Edit Account Info	Selecting Edit Account Info from the Users Table Context Menu opens the Edit Account Info Page in the Accounts Module where the individual's account information can be edited. How To: Edit a Supervised User's Account Information 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.
QR Code (User Report)	Selecting QR Code (User Report) from the Users Context Menu opens the QR Code for the specified individual that can be used to access both the individual's roles and certification report. How To: Access a User's Roles and Certifications Report QR Code 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.
User Report	Selecting User Report from the Users Table Context Menu opens an individual user's Role and Certifications Report. How To: View a User's Roles and Certifications Report 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.
Hide from Report	Selecting Hide from Report on the Users Table Context Menu changes an individual's certification report status to hidden. The individual will only be visible when the "Include Hidden Users" checkbox has been selected. How To: Designate an Individual a Hidden User on the Users Table Designating an individual as a hidden user hides their User Roles and Certifications Report within the People Module. When reports are run on all users in the Reports Module, hidden users will be included in the report. To designate an individual as a hidden user on the user table, open the Users Page in the People Module on the Main Menu. Click the three-dot icon to the right of the user you wish to designate as hidden opening the Users Table Context Menu. Select "Hide from Reports" from the context menu and the user is no longer visible on the Users Table unless the Include Hidden Users checkbox has been selected.
Show in Reports	This option is only visible on the context menu of a hidden user. Selecting Show in Reports on the Users Table Context Menu reverts a hidden user back to a visible user. How To: Make a Hidden User a Visible User on the Users Table To make a hidden user a visible user, open the Users Page in the People Module on the Main Menu. Click the "Include Hidden Users" checkbox so that the hidden user will be visible on the Users Table. Click the three-dot icon to the right of the user's name who you wish to make visible opening the User Table Context Menu. Select "Show in Reports" from the context menu and the user is no longer hidden. The individual and their user role and certifications report are now visible within the People Module.
Reset QR Code	Selecting Reset QR Code on the Users Table Context Menu opens the Reset QR Code Confirmation Modal which reminds that when a new QR Code is generated, any existing QR Codes will no longer work. How To: Reset a User's Roles and Certifications Report QR Code To reset a user's Roles and Certifications Report QR Code, open the Users Page in the People Module from the Main Menu. Click the three-dot icon to the right of the user's name whose QR Code you want to reset opening the User Table Context Menu. Select "Reset QR Code" from the context menu opening the QR Code Reset Confirmation Modal. The modal states, "Are you sure you want to reset the QR Code for this user? A new QR Code will be generated and all existing QR Codes will no longer work." Select "OK". The confirmation modal now states, "QR Code has been reset." Select "OK" to return to the Users Page in the People Module.

The icons used in the Users Table have been explained in the Users Page Icon Explanations Table below.

Users Page Icon Explanations
Icon	Explanation
	The plus sign icon to the left of a name indicates that the hierarchy structure is collapsed, and the supervised users of the individual are hidden from view.
	The minus sign icon to the left of a name indicates that the hierarchy structure is expanded and the supervised users of the individual are shown.
	The Print Report icon opens a User Certification Summary with the certification name, expiration date, required status, attachments and notes in printable format.
	Clicking the icon to the right of the column-specific search box changes the table to sort by that column. Clicking it multiple times can change the sort order between ascending and descending.

People Module Summary

Certification & Competency Legend

Customizable Tables in the People Module

My Account Page

Certifications Page

A Certification's Details Page

Users Page

A Supervised User's Certifications Details Page

Submissions Page

Reports Page

Matrix Page

Certification Roles Page

A Certification Role's Details Page

Companies Page

Settings Page: Module Settings and Module Levels Tabs

People Module Email Alert Summary

List of People Module How Tos

Users Page