Complete How To - Hyperlink Glossary

Accounts Module

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 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 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

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 Actions Group

Create a New Budget Approver Group

Create A New Action Group Template

Create New Module Levels

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 Template

Edit an Existing Action

Edit an Action Group Status

Export Action Groups in a .csv File

Import Bulk Actions

Upload Files to An Action

Assets Module

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 Import Asset Information

Bulk Export Asset Information

Change a Manufacturer's Name

Change a Task Template Name

Change an Asset Type Name

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

Create a New Asset Type

Create a New Task on a Task Schedule

Create a New Task Schedule Template

Create a Permissive Task Group

Create an Asset

Create New Module Levels (Assets Module)

Customize Trigger Settings Based on an On Expiry Period

Customize Trigger Settings Based on Pre-Existing Tasks

Customize Trigger Settings with a Generate Every Period

Customize Trigger Settings with a One Time Period

Customize Trigger Settings with an Every Period

Customize Trigger Settings with an Every (strict) Period

Delete a File Attached to a Task

Delete a File from the File Library

Delete a Manufacturer

Delete a Meter Type

Delete a Task Template

Delete an Asset or Component

Delete an Asset Type

Delete an Asset Type Field

Delete Historical Task Records

Delete Multiple Tasks Simultaneously on the Task Schedule

Display Select Tasks in the Task Schedule Table

Download a File Attached to a Task

Download a File from the Asset File Library

Download Historical Task Attachments

Edit a File's Details in the File Library

Edit a Meter Type

Edit an Asset Type Field

Edit the Date / Time of Task Completion for Historical Tasks

Log a Task has been Completed

Mark an Asset as Out of Service

Mark Multiple Tasks as Complete on the Task Schedule

Move an Asset/Component to Another Asset/Component

Navigate the Task Log History Page

Refresh the Task Schedule Table

Return an Out of Service Asset to Service

Run an Asset Report

Run Reports on Historical Task Data

Upload a File to an Asset

Upload a Task File

Upload Files to a Task after a Task has been Completed

View a Manufacturer's Key Information

View a Meter Type's Key Information

View Additional Notes Associated with a Task

View All Component's on an Asset's Task Schedule Page

View an Asset's Components

View an Asset's Cost / Time Summary

View an Asset's Historical Logs

View an Asset's Summary Modal

View an Asset's Task Schedule

View Files Associated with an Asset/Component

View Historical Logs for a Specified Task

View Interim Notes Associated with Historical Tasks

View Task Details

View a File Attached to a Task

View an Asset Type's Key Information

View the Details of a File in the File Library

View the Fields associated with an Asset Type

Attendance Module

Create the Base Form for an Attendance Log

Create an Attendance Log

Activate Muster Mode for a Drill

Activate Muster Mode for an Emergency

Copy an Attendance Log URL Link

Download / Copy an Attendance Log QR Code

Create a Custom Date/Time Format for an Attendance Log

Deactivate Muster Mode

Delete an Attendance Log

Delete an Individual Attendance Log Entry

Edit the Admittance Desk Page

Edit the Columns on the All Entries Page Table

Edit the Columns on the Currently Signed In Page Table

Edit the Columns on the Muster History Page

Edit the Columns that Show when Mustering

Edit the Display Page

Enable the Admittance Desk Page

Enable the Display Page

Make Entries Prior to a Date/Time as Signed Out

Mark Individuals Signed In Prior to A Certain Date/Time as Accounted For While in Muster Mode

Refresh the Currently Signed In Table

Refresh the Muster Table while in Muster Mode

Show an Attendance Log on the Main Menu

Sign Out an Individual

Sign Out Individuals when In Muster Mode

Sign Out Other Individuals (In Bulk)

Calendar Module

Create a New Calendar Event

Create a New Calendar Filter

Create a New Module Level (Calendar Module)

Delete a Calendar Filter

Edit a Calendar Filter

Communications Module

Apply a Notification Template to Existing Accounts

Create a New Communications Templates

Create a New Module Level (Communications Module)

Create a New Notification Template

Edit Email Report / Alert Notification Settings for Existing Accounts

Edit New User Notification Templates

Set Up Additional Account Fields for Email Settings

Use a Communications Template when Sending Communications

Courses Module

Access Course Stats

Add Custom Course Content

Add Different Question Types

Add Pages in a New/Existing Course

Add Question Groups in a Course

Create a New Course

Create a New Module Level (Courses Module)

Delete a Course

Edit Course Page Properties

Edit Existing Pages

Set Up A Course As A Certification

Take a Course In Test Mode

Upload a Video / Document in a Course

Dashboard Module

Edit a Dashboard

Create a New Dashboard

Add a Module Summary Widget to the Dashboard

Add Forms to the Forms Module Summary Widget

Create a Chart Widget

Create a Speed Dial

Edit a Speed Dial

Delete a Speed Dial

Unpin a Widget or Speed Dial from the Dashboard

Database Module

Dispatch Module

Documents Module

Finance Module

Forms Module

Integrations Module

Inventory Module

People Module

Reports Module

Site Settings Module

Tags Module

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