Recently Updated Pages
Access an Asset's PDF Data Sheet
To access an asset's PDF data sheet, open the Manage Asset Page in the Assets Module on the Main ...
Edit a Workflow
The default workflows (Basic, Basic with Approval, and Complex with Approval) cannot be edited. ...
Delete an Action Comment
To delete a comment associated with an action, go to the Actions Home Page. Use the filters t...
Delete a Workflow
To delete a workflow, open the Workflows Tab on the Settings Page of the Action Module. Click the...
Delete a Budget Approver Group
To delete a budget approver group, go to the Budget Approver Tab on the Settings Page of the Acti...
Create New Module Levels (Actions Module)
Select the Module Levels Tab on the Settings Page in the Action Module. Select the “New Module...
Copy a Workflow
To copy a workflow, open the Workflows Tab on the Settings Page of the Action Module. Click the t...
Reset Your Own Password
To reset your own password, select the Reset Password Tab on the My Accounts Page of the Accounts...
Reactivate a Deactivated Account
To reactivate a deactivated account, open the Active Tab on the Accounts Page in the Accounts Mod...
Permanently Delete a User Account
An account must first be archived before it can be deleted. How To: Archive a User Account T...
Edit Your Personal Account Info
To edit your own account information, select the Account Info Tab on the My Accounts Page of the ...
Edit an Employee's Supervisor
To edit an individual user’s supervisor in KAStrack, go to the Active Tab on the Accounts Page of...
Create a New Channel
To create a new channel on a user’s account, go to the specific user’s Account Info: (User Name) ...
Bulk Import Account Information
Before bulk importing several new accounts, be sure that your organization has customized the acc...
Add an Access Level for an Individual
To add an access level for an individual user, go to the Active Tab on the Accounts Page of the A...
External Links Page
On the Main Menu, External Links will show a sub-page for every external link created. There will...
Settings Page
The Settings Page of the Inventory Module automatically opens to the Module Levels Tab showing th...
Finance Module: Module Level Permissions
The default permissions that are granted to each module level in the Finance Module are managed t...
Understanding Budget Alerts
Any budget can have customized alerts that notify individuals or certification roles when the amo...
Understanding Budget Item Approval and Approval Notifications
Budget items do not require approval by default. There is an ability to customize approvals. Appr...