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Customize Trigger Settings with a Generate Every Period

Module How Tos Assets Module How Tos (Primary Suite)

Generate Every is a special case period designation that can have a time or usage parameter. When...

Updated 1 week ago by Mitzi Orkus

Understanding Task Trigger Settings

Assets Module Understanding an Individual Asset

Each task on an asset's Task Schedule has its own customizable trigger. The trigger is what sets ...

Updated 1 week ago by Mitzi Orkus

Accounts Page Active Tab

Accounts Module Accounts Page

The Active Tab in the Accounts Module displays the Active Accounts Table, which lists user accoun...

Updated 1 week ago by Mitzi Orkus

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 months 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 months 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 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months ago by Mitzi Orkus

Module Summary Widget Explanation

Dashboard Module The Dashboard

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

Updated 2 months 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 2 months 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 2 months ago by Mitzi Orkus

Review Page: Updates Tab

Documents Module Documents: Module Pages

The Updates Tab on the Review Page allows the user to view any files that have been updated since...

Updated 2 months ago by Mitzi Orkus

Review Page: Notifications Tab

Documents Module Documents: Module Pages

The Notifications tab is connected to an advanced feature in the Documents Module. When the new d...

Updated 2 months ago by Mitzi Orkus

Review Page: Actions Tab

Documents Module Documents: Module Pages

The Review page allows the user to view any files that require action and/or have been flagged fo...

Updated 2 months ago by Mitzi Orkus