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Complete Payment for a Required Certification

Module How Tos People Module How Tos (Primary Suite)

To complete a payment for a required certification, open the My Certifications Tab on the My Acco...

Updated 8 months ago by Mitzi Orkus

Certifications Page

People Module People: Pages

Selecting Certifications in the People Module on the Main Menu opens the Certifications Page show...

Updated 8 months ago by Mitzi Orkus

Tags Module How Tos

Module How Tos Tags Module How Tos (Essentials Suite)

How To: Create a New Module Level (Tags Module) How To: Create a New Tag Category How To: Cre...

Updated 8 months ago by Mitzi Orkus

Edit a Category

Module How Tos Tags Module How Tos (Essentials Suite)

To edit a category, go to the Manage Page in the Tags Module. Select the Categories Tab. Selec...

Updated 8 months ago by Mitzi Orkus

Delete a Category

Module How Tos Tags Module How Tos (Essentials Suite)

To delete a category, go to the Manage Page in the Tags Module. Select the Categories Tab. Sel...

Updated 8 months ago by Mitzi Orkus

Create a New Tag in the Tags Module

Module How Tos Tags Module How Tos (Essentials Suite)

To create a new tag in the Tags Module, go to the Manage Page in the Tags Module. Select the “...

Updated 8 months ago by Mitzi Orkus

Create a New Tag Category

Module How Tos Tags Module How Tos (Essentials Suite)

To create a new category in the Tags Module, go to the Manage Page in the Tags Module. Categorie...

Updated 8 months ago by Mitzi Orkus

Search Tagged Page

Tags Module Tags: Module Pages

The Search Tagged Page of the Tags Module allows the user to search through all entities within K...

Updated 8 months ago by Mitzi Orkus

Site Settings Module How Tos

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

How To: Add a Custom/Additional User Account Information Field How To: Assign Remote Access Pr...

Updated 8 months ago by Mitzi Orkus

Logs Tab

Site Settings Module Site Settings: Module Tabs

The Logs Tab on the Site Settings Page is a log of read-only records of historical actions within...

Updated 8 months ago by Mitzi Orkus

Payment Settings Tab

Site Settings Module Site Settings: Module Tabs

The Payment Settings Tab on the Site Settings Page shows existing payment configurations and allo...

Updated 8 months ago by Mitzi Orkus

Company Info Tab

Site Settings Module Site Settings: Module Tabs

The Company Info Tab displays your organization’s company information. This information is indepe...

Updated 8 months ago by Mitzi Orkus

Create a Chart

Module How Tos Reports Module How Tos (Primary Suite)

To create a chart, go to the Home Page of the Reports Module and open the report you wish to use ...

Updated 8 months ago by Mitzi Orkus

Assign Permissions for a System Report

Module How Tos Reports Module How Tos (Primary Suite)

To assign Permissions for a System Report, go to the System Reports Tab on the Manage Reports Pag...

Updated 8 months ago by Mitzi Orkus

Add a New Module Level (Reports Module)

Module How Tos Reports Module How Tos (Primary Suite)

To add a new module level in the Reports Module, go to the Settings Page and select the “New Modu...

Updated 8 months ago by Mitzi Orkus

Reports Module How Tos (Primary Suite)

Module How Tos Reports Module How Tos (Primary Suite)

How To: Add a New Module Level (Reports Module) How To: Assign Permissions to a Custom Report ...

Updated 8 months ago by Mitzi Orkus

Manage Reports Page: System Reports

Reports Module Reports: Module Pages

The System Reports Tab houses the System Reports table and the possible system generated reports ...

Updated 8 months ago by Mitzi Orkus

Charts Page

Reports Module Reports: Module Pages

The Charts Page of the Reports Module displays a table of all charts that have been created by or...

Updated 8 months ago by Mitzi Orkus

Reports Home Page

Reports Module Reports: Module Pages

The Reports Home Page is where all available system and custom reports are housed. Clicking on th...

Updated 8 months ago by Mitzi Orkus

Inventory Module How Tos

Module How Tos Inventory Module How Tos (Specialized S...

How To: Add a Stock Item to the Inventory How To: Add a Unique Item to the Inventory How To: ...

Updated 8 months ago by Mitzi Orkus