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Upload Files to An Action

Module How Tos Actions Module How Tos (Essentials Suite)

Files cannot be uploaded through the Edit Action Modal. To upload a file to an action, click on ...

Updated 3 months ago by Mitzi Orkus

Assign Interested Parties to an Action

Module How Tos Actions Module How Tos (Essentials Suite)

Interested Parties can be assigned to an action through the Edit Action Modal. Edit the "Inter...

Updated 3 months ago by Mitzi Orkus

Assign an Action Approver

Module How Tos Actions Module How Tos (Essentials Suite)

Action Approvers can be assigned to users through the Edit Action Modal. Edit the "Approver(s)...

Updated 3 months ago by Mitzi Orkus

Assign an Action

Module How Tos Actions Module How Tos (Essentials Suite)

Actions can be assigned to users through the Edit Action Modal. Edit the "Assigned To" field t...

Updated 3 months ago by Mitzi Orkus

Edit an Existing Action

Module How Tos Actions Module How Tos (Essentials Suite)

An Action can be edited through the Edit Action Modal or the specified action’s detail page. To ...

Updated 3 months ago by Mitzi Orkus

Import Bulk Actions

Module How Tos Actions Module How Tos (Essentials Suite)

To import new actions in bulk using a CSV file, go to the Actions Module Home Page and hover your...

Updated 3 months ago by Mitzi Orkus

Create a New Action

Module How Tos Actions Module How Tos (Essentials Suite)

To create a new action from the Actions Home Page, hover your cursor over the page icon opening t...

Updated 3 months ago by Mitzi Orkus

Understanding Database Fields: Form, Formatting, and Utility Field Explanations

Database Modules Understanding Form Fields and Rules

Fields are the individual data elements that makeup databases. You can think of them as a contain...

Updated 4 months ago by Sean Edwards

Global Glossary

Supplemental Resources

Reina: A cute dog that runs a house in New Orleans. Saints: Amn NFL football team that is strugg...

Updated 4 months ago by Mitzi Orkus

Software Version History

Supplemental Resources

Version 11.7.0 (1/24/2026)New FeaturesAccounts: Added ability to redirect users to a specif...

Updated 4 months ago by Mitzi Orkus

Form Rules Tab

Forms Module Understanding Form Fields and Rules

When a form is in Live status, you will be required to select a checkbox to enable editing of the...

Updated 4 months ago by Rob Clay

Understanding Fields: Form, Formatting, and Utility Field Explanations

Forms Module Understanding Form Fields and Rules

Fields are the individual data elements that makeup forms. You can think of them as a container f...

Updated 4 months ago by Rob Clay

Understanding Forms

Forms Module Forms: Introduction

Creating a New Form When new forms are created, a form creator has options regarding basic form ...

Updated 4 months ago by Rob Clay

Forms Module Summary

Forms Module Forms: Introduction

The Forms Module houses all forms that are being utilized by KAStrack and allows for the creation...

Updated 4 months ago by Rob Clay

Forms Module How Tos

Module How Tos Forms Module How Tos (Advanced Suite)

How To: Access a Form's Shareable URL Link/QR Code How To: Add a Field to a Form How To: Add ...

Updated 4 months ago by Mitzi Orkus

Create a Form

Module How Tos Forms Module How Tos (Advanced Suite)

To create a new form, open the Home Page in the Forms Module from the Main Menu and select the Cr...

Updated 4 months ago by Mitzi Orkus

Manage Form Entries Page

Forms Module Forms: Module Pages

The Manage Entries Page is utilized to add, edit, import, and export form entries. Bulk edits can...

Updated 4 months ago by Mitzi Orkus

Assets Module Summary

Assets Module Assets: Introduction

The Assets Module is comprised of various components (folders, entities, collections of tasks, et...

Updated 4 months ago by Rob Clay

Assets Settings Page: Manufacturers Tab

Assets Module Assets: Module Pages

The Manufacturers Tab on the Settings Page of the Assets Module allows the user to add new manufa...

Updated 4 months ago by Rob Clay

Customize Trigger Settings Based on an On Expiry Period

Module How Tos Assets Module How Tos (Primary Suite)

Triggers with an On Expiry period can only have a time parameter. An on-expiry trigger gives the...

Updated 4 months ago by Rob Clay