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Actions Groups Page
Action Groups can be defined as the overarching goal/event/task that is brought to fruition throu...
An Action's Details Page
Clicking an action title on the Actions Module Home Page or on an Action Group Summary Page will ...
Actions Module Legend
The Actions Module has its own color coding system, explained in the Actions Module Legend color ...
Understanding the Integration between Action Groups and Finance Module Budgets
The Actions Module has the ability to link action groups with budgets in the Finance Module and n...
Actions Module Summary
The Actions Module tracks action items for project management, recurring events, or processes. Th...
Account Module Email Alert Summary
Users can enable and set their own notifications preferences for system emails on the Notificatio...
Restore an Archived User Account
To restore an archived account, go to the Archived Tab on the Accounts Page in the Accounts Modul...
Reset the Password for Another User
To reset the password for another user, you must have Admin or Supervisor Module Level access for...
Create an Individual New User Account
The Create Tab opens to the Create Account Page. To bulk import the information for several new u...
Export User Account Information
Open the Export Tab on the Accounts Page in the Accounts Module. There are two checkboxes that...
Edit a Channel
To edit a channel on a user’s account, go to the specific user’s Account Info: (User Name) Page i...
Delete a Channel
To delete a channel, go to the specific user’s Account Info: (User Name) Page in the Accounts Mod...
Deactivate a User Account
To deactivate an account, open the Active Tab on the Accounts Page in the Accounts Module. Cli...
Customize Your Default KAStrack Login Screen
By default, a user logging in to KAStrack will be taken to the Dashboard Module. The Home Page fi...
Archive a User Account
To archive an account, open the Active Tab on the Accounts Page in the Accounts Module. Click th...
My Accounts Page: Notifications History Tab
The Notifications History Tab shows a user the chronology of notifications that have been receive...
My Accounts Page: Account Info Tab
The Account Info Tab on the My Accounts Page displays a user’s personal information. Default fiel...
Accounts Page Archived Tab
The Archived Tab on the Accounts Page displays the Archived Accounts Table, which shows the user ...
Accounts Page Registrations Tab
The Registration Tab on the Accounts Page displays the Pending Registration Table which allows fo...
Accounts Page Active Tab
The Active Tab in the Accounts Module displays the Active Accounts Table, which lists user accoun...