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Actions Groups Page

Actions Module Actions: Module Pages

Action Groups can be defined as the overarching goal/event/task that is brought to fruition throu...

Updated 2 months ago by Mitzi Orkus

An Action's Details Page

Actions Module Understanding Action Groups and their A...

Clicking an action title on the Actions Module Home Page or on an Action Group Summary Page will ...

Updated 2 months ago by Mitzi Orkus

Actions Module Legend

Actions Module Actions: Introduction

The Actions Module has its own color coding system, explained in the Actions Module Legend color ...

Updated 2 months ago by Mitzi Orkus

Understanding the Integration between Action Groups and Finance Module Budgets

Actions Module Actions: Introduction

The Actions Module has the ability to link action groups with budgets in the Finance Module and n...

Updated 2 months ago by Mitzi Orkus

Actions Module Summary

Actions Module Actions: Introduction

The Actions Module tracks action items for project management, recurring events, or processes. Th...

Updated 2 months ago by Mitzi Orkus

Account Module Email Alert Summary

Accounts Module Accounts: Supplemental Resources

Users can enable and set their own notifications preferences for system emails on the Notificatio...

Updated 2 months ago by Mitzi Orkus

Restore an Archived User Account

Module How Tos Accounts Module How Tos (Essentials Suite)

To restore an archived account, go to the Archived Tab on the Accounts Page in the Accounts Modul...

Updated 2 months ago by Mitzi Orkus

Reset the Password for Another User

Module How Tos Accounts Module How Tos (Essentials Suite)

To reset the password for another user, you must have Admin or Supervisor Module Level access for...

Updated 2 months ago by Mitzi Orkus

Create an Individual New User Account

Module How Tos Accounts Module How Tos (Essentials Suite)

The Create Tab opens to the Create Account Page. To bulk import the information for several new u...

Updated 2 months ago by Mitzi Orkus

Export User Account Information

Module How Tos Accounts Module How Tos (Essentials Suite)

Open the Export Tab on the Accounts Page in the Accounts Module. There are two checkboxes that...

Updated 2 months ago by Mitzi Orkus

Edit a Channel

Module How Tos Accounts Module How Tos (Essentials Suite)

To edit a channel on a user’s account, go to the specific user’s Account Info: (User Name) Page i...

Updated 2 months ago by Mitzi Orkus

Delete a Channel

Module How Tos Accounts Module How Tos (Essentials Suite)

To delete a channel, go to the specific user’s Account Info: (User Name) Page in the Accounts Mod...

Updated 2 months ago by Mitzi Orkus

Deactivate a User Account

Module How Tos Accounts Module How Tos (Essentials Suite)

To deactivate an account, open the Active Tab on the Accounts Page in the Accounts Module. Cli...

Updated 2 months ago by Mitzi Orkus

Customize Your Default KAStrack Login Screen

Module How Tos Accounts Module How Tos (Essentials Suite)

By default, a user logging in to KAStrack will be taken to the Dashboard Module. The Home Page fi...

Updated 2 months ago by Mitzi Orkus

Archive a User Account

Module How Tos Accounts Module How Tos (Essentials Suite)

To archive an account, open the Active Tab on the Accounts Page in the Accounts Module. Click th...

Updated 2 months ago by Mitzi Orkus

My Accounts Page: Notifications History Tab

Accounts Module My Accounts Page

The Notifications History Tab shows a user the chronology of notifications that have been receive...

Updated 2 months ago by Mitzi Orkus

My Accounts Page: Account Info Tab

Accounts Module My Accounts Page

The Account Info Tab on the My Accounts Page displays a user’s personal information. Default fiel...

Updated 2 months ago by Mitzi Orkus

Accounts Page Archived Tab

Accounts Module Accounts Page

The Archived Tab on the Accounts Page displays the Archived Accounts Table, which shows the user ...

Updated 2 months ago by Mitzi Orkus

Accounts Page Registrations Tab

Accounts Module Accounts Page

The Registration Tab on the Accounts Page displays the Pending Registration Table which allows fo...

Updated 2 months 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 2 months ago by Mitzi Orkus