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Edit Your Individual Email Report Preferences

Module How Tos Accounts Module How Tos (Essentials Suite)

Editing Your Individual Email Report Preferences To edit your email report preferences, open the...

Updated 2 days ago by Mitzi Orkus

Edit Your Individual Email Alert Preferences

Module How Tos Accounts Module How Tos (Essentials Suite)

To edit your email alert preferences, open the Notifications Tab on the My Accounts Page in the A...

Updated 2 days ago by Mitzi Orkus

My Accounts Page: Notifications Tab

Accounts Module My Accounts Page

The Notifications Tab on the My Account Page allows a KAStrack user to make their own selections ...

Updated 2 days ago by Mitzi Orkus

Import Role/Certification Assignments

Module How Tos People Module How Tos (Primary Suite)

Certification assignments to Certification Roles can be imported in bulk into KAStrack. Select th...

Updated 3 days ago by Mitzi Orkus

Create a Certification

Module How Tos People Module How Tos (Primary Suite)

To create a new certification in KAStrack, select the Certifications Page in the People Module fr...

Updated 3 days ago by Mitzi Orkus

Database Home Page

Database Modules Database: Module Pages

The Home Page contains the Database Table, where all existing databases built within your system ...

Updated 3 days ago by Mitzi Orkus

Create Registration Profiles

Module How Tos Site Settings Module How Tos (Essential...

To create a new registration profile, go to the Registration Tab in the Site Settings Module. ...

Updated 3 days ago by Mitzi Orkus

Create an Inventory from Scratch

Module How Tos Inventory Module How Tos (Specialized S...

Before you can create a new Inventory from scratch, prepare any necessary underlying databases in...

Updated 3 days ago by Mitzi Orkus

Edit An Action Group

Module How Tos Actions Module How Tos (Essentials Suite)

To edit a specific action group, you can click the edit icon next to the group's title on the Act...

Updated 3 days ago by Mitzi Orkus

How To Hyperlink Glossary (organized by Module)

Supplemental Resources

Accounts Module Add an Access Level for an Individual Archive a User Account Bulk Import Accou...

Updated 3 days ago by Mitzi Orkus

Create a New Action Group

Module How Tos Actions Module How Tos (Essentials Suite)

New Action Groups can be created from both the Home Actions Page as well as the Groups Page, both...

Updated 3 days ago by Mitzi Orkus

Budgets Page: Reports Tab

Finance Module Finance: Module Pages

The Reports Tab highlights system reports from the Reports Module that are relevant to budgets.  ...

Updated 3 days ago by Mitzi Orkus

Tags Module Summary

Tags Module Tags: Introduction

 The Tags Module is where tags are created, managed, and where users can search the system as a w...

Updated 3 days ago by Mitzi Orkus

Manage Page

Tags Module Tags: Module Pages

The Manage Page of the Tags Module is comprised of two tabs: Tags and Categories. New tags and ne...

Updated 3 days ago by Mitzi Orkus

Documents Module Summary

Documents Module Documents: Introduction

The Documents Module is a repository where all company files can be uploaded, stored, and managed...

Updated 3 days ago by Mitzi Orkus

Module Summary Widget Explanation

Dashboard Module The Dashboard

Module Summary Widget Explanation Table Module Summaries are widgets that summariz...

Updated 3 days ago by Mitzi Orkus

Documents Home Page

Documents Module Documents: Module Pages

The Documents Module Home Page is an overview page for all the files stored in the Documents Modu...

Updated 3 days ago by Mitzi Orkus

Settings Page

Documents Module Documents: Module Pages

The Settings Page allows the user to customize and designate permissions for the Documents Module...

Updated 3 days ago by Mitzi Orkus

Documents Module How Tos

Module How Tos Documents Module How Tos (Primary Suite)

How To: Access A File's QR Code / URL Link How To: Access A Folder's QR Code / Link How To: A...

Updated 3 days ago by Mitzi Orkus

Folder and File Context Menu Explanations

Documents Module Documents: Introduction

Each folder and file within the Documents Module will have a context menu associated with it (acc...

Updated 3 days ago by Mitzi Orkus