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Edit the Accounts Module Pending Registrations Table

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

To edit the Pending Registrations Table in the Accounts Module, go to the Table Defaults Tab in t...

Updated 8 months ago by Mitzi Orkus

Edit the Accounts Module Archived Accounts Table

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

To edit the Archived Accounts Table in the Accounts Module, go to the Table Defaults Tab in the S...

Updated 8 months ago by Mitzi Orkus

Edit the Accounts Module Active Accounts Table

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

To edit the Active Accounts Table in the Accounts Module, go to the Table Defaults Tab in the Sit...

Updated 8 months ago by Mitzi Orkus

Edit the Finance Module Budget Items Per Budget Table

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

To edit the Budget Items per Budget Table in the Finance Module, go to the Table Defaults Tab in ...

Updated 8 months ago by Mitzi Orkus

Customizable Tables in the Finance Module

Finance Module Finance: Introduction

There are two tables in the Finance Module than can be customized for your organization's specifi...

Updated 8 months ago by Mitzi Orkus

Customizable Tables in the People Module

People Module People: Introduction

There are three tables in the People Module than can be customized for your organization's specif...

Updated 8 months ago by Mitzi Orkus

Companies Page

People Module People: Pages

The Companies Page in the People Module can be accessed from the Main Menu. It is comprised of tw...

Updated 8 months ago by Rob Clay

Matrix Page

People Module People: Pages

The Matrix Page in the People Module allows for a quick visualization of all available user’s cer...

Updated 8 months ago by Rob Clay

A Supervised User's Certifications Details Page

People Module People: Pages

Each user in KAStrack will have their own User Certifications Details Page. The User Certificatio...

Updated 8 months ago by Rob Clay

Certification & Competency Legend

People Module People: Introduction

Cells underneath the certification columns are colored according to the Certification Legend. ...

Updated 8 months ago by Rob Clay

Export Certifications

Module How Tos People Module How Tos (Primary Suite)

Certifications can be exported from KAStrack into a CSV file. Select the Certifications Page in...

Updated 8 months ago by Sean Edwards

A Certification Role's Details Page

People Module People: Pages

Each certification role created in KAStrack will have its own Certification Role Details Page. It...

Updated 8 months ago by Mitzi Orkus

Certification Roles Page

People Module People: Pages

The Certification Roles Page is available in the People Module on the Main Menu as Roles. When Ro...

Updated 8 months ago by Mitzi Orkus

A Certification's Details Page

People Module People: Pages

Each certification created in KAStrack will have its own Certification's Details Page. You can ac...

Updated 8 months ago by Mitzi Orkus

Edit Certification Role Details

Module How Tos People Module How Tos (Primary Suite)

To edit the details of a certification role, open the Roles Page in the People Module from the Ma...

Updated 8 months ago by Mitzi Orkus

Edit Certification Details

Module How Tos People Module How Tos (Primary Suite)

To edit the details of a certification, open the Certifications Page in the People Module from th...

Updated 8 months ago by Mitzi Orkus

Delete a Certification

Module How Tos People Module How Tos (Primary Suite)

To delete a certification, open the Certifications Page in the People Module from the Main Menu. ...

Updated 8 months ago by Mitzi Orkus

Submit a Certification

Module How Tos People Module How Tos (Primary Suite)

A user can submit a certification from the Submit Certification tab on the My Account Page in the...

Updated 8 months ago by Mitzi Orkus

Batch Submit Certifications in Bulk

Module How Tos People Module How Tos (Primary Suite)

To simultaneously submit a Certification for multiple users’ accounts, open the Batch Submit Cert...

Updated 8 months ago by Mitzi Orkus

Designate that an Employee is in Training (From the User Page)

Module How Tos People Module How Tos (Primary Suite)

Setting a user as “In Training” denotes to others that the user is still onboarding into the role...

Updated 8 months ago by Mitzi Orkus