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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 2 months ago by Mitzi Orkus

Create a New Action Group

Module How Tos Actions Module How Tos (Essentials Suite)

New Action Groups can be created from both the Home Actions Page as well as the Groups Page, both...

Updated 2 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 2 months ago by Mitzi Orkus

Actions Home Page

Actions Module Actions: Module Pages

The Actions Module Home Page, the Actions Page, lists all open actions associated with a user acc...

Updated 2 months ago by Mitzi Orkus

Record a New Competency Certificate

Module How Tos People Module How Tos (Primary Suite)

Competency tracking allows your organization a way to track users’ fitness / competence to be ass...

Updated 2 months ago by Sean Edwards

Import Certifications

Module How Tos People Module How Tos (Primary Suite)

Certifications can be imported in bulk into KAStrack from a CSV file.  To import certifications, ...

Updated 2 months ago by Sean Edwards

Import User Certifications

Module How Tos People Module How Tos (Primary Suite)

User certification completion and expiration data can be imported in bulk into KAStrack from a CS...

Updated 2 months ago by Sean Edwards

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 3 months ago by Sean Edwards

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 3 months ago by Mitzi Orkus

Database Module Summary

Database Modules Database: Introduction

The Database Module allows for the creation, viewing, management and storage of custom databases....

Updated 3 months ago by Mitzi Orkus

Inventory Module Summary

Inventory Module Inventory: Introduction

The Inventory Module allows for the creation and management of multiple, separate inventories tha...

Updated 3 months ago by Mitzi Orkus

Finance Module Summary

Finance Module Finance: Introduction

The Finance Module allows individuals to create and manage simple budgets. Individual budget item...

Updated 3 months ago by Mitzi Orkus

Dispatch Module Summary

Dispatch Module Dispatch: Introduction

The Dispatch Module manages the scheduling and tracking of assets and people for remote deploymen...

Updated 3 months ago by Mitzi Orkus

Attendance Module Summary

Attendance Module Attendance: Introduction

The Attendance Log Module integrates with the Form Module to create attendance logs that can be u...

Updated 3 months ago by Mitzi Orkus

Reports Module Summary

Reports Module Reports: Introduction

The Reports Module is where reports are generated, accessed, and stored. Charts based on report d...

Updated 3 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 3 months ago by Mitzi Orkus

Documents Module Summary

Documents Module Documents: Introduction

The Documents Module is a repository where all company files can be uploaded, stored, and managed...

Updated 3 months ago by Mitzi Orkus

People Module Summary

People Module People: Introduction

The People Module is where individual certifications can be managed. The term “certifications” pe...

Updated 3 months ago by Mitzi Orkus

Courses Module Summary

Courses Module Courses: Introduction

The Courses Module is used to create and edit courses. The module’s customizable question formatt...

Updated 3 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 3 months ago by Mitzi Orkus