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Edit a Workflow

Module How Tos Actions Module How Tos (Essentials Suite)

The default workflows (Basic, Basic with Approval, and Complex with Approval) cannot be edited. ...

Updated 8 months ago by Mitzi Orkus

Delete a Workflow

Module How Tos Actions Module How Tos (Essentials Suite)

To delete a workflow, open the Workflows Tab on the Settings Page of the Action Module. Click the...

Updated 8 months ago by Mitzi Orkus

Delete a Budget Approver Group

Module How Tos Actions Module How Tos (Essentials Suite)

To delete a budget approver group, go to the Budget Approver Tab on the Settings Page of the Acti...

Updated 8 months ago by Mitzi Orkus

Copy a Workflow

Module How Tos Actions Module How Tos (Essentials Suite)

To copy a workflow, open the Workflows Tab on the Settings Page of the Action Module. Click the t...

Updated 8 months ago by Mitzi Orkus

Reset Your Own Password

Module How Tos Accounts Module How Tos (Essentials Suite)

To reset your own password, select the Reset Password Tab on the My Accounts Page of the Accounts...

Updated 8 months ago by Mitzi Orkus

Reactivate a Deactivated Account

Module How Tos Accounts Module How Tos (Essentials Suite)

To reactivate a deactivated account, open the Active Tab on the Accounts Page in the Accounts Mod...

Updated 8 months ago by Mitzi Orkus

Permanently Delete a User Account

Module How Tos Accounts Module How Tos (Essentials Suite)

An account must first be archived before it can be deleted.   How To: Archive a User Account T...

Updated 8 months ago by Mitzi Orkus

Edit Your Personal Account Info

Module How Tos Accounts Module How Tos (Essentials Suite)

To edit your own account information, select the Account Info Tab on the My Accounts Page of the ...

Updated 8 months ago by Mitzi Orkus

Edit an Employee's Supervisor

Module How Tos Accounts Module How Tos (Essentials Suite)

To edit an individual user’s supervisor in KAStrack, go to the Active Tab on the Accounts Page of...

Updated 8 months ago by Mitzi Orkus

Create a New Channel

Module How Tos Accounts Module How Tos (Essentials Suite)

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

Updated 8 months ago by Mitzi Orkus

Bulk Import Account Information

Module How Tos Accounts Module How Tos (Essentials Suite)

Before bulk importing several new accounts, be sure that your organization has customized the acc...

Updated 8 months ago by Mitzi Orkus

Add an Access Level for an Individual

Module How Tos Accounts Module How Tos (Essentials Suite)

To add an access level for an individual user, go to the Active Tab on the Accounts Page of the A...

Updated 8 months ago by Mitzi Orkus

External Links Page

Integrations Module Integrations: Module Pages

On the Main Menu, External Links will show a sub-page for every external link created. There will...

Updated 8 months ago by Mitzi Orkus

Finance Module: Module Level Permissions

Finance Module Finance: Introduction

The default permissions that are granted to each module level in the Finance Module are managed t...

Updated 8 months ago by Mitzi Orkus

Understanding Budget Alerts

Finance Module Finance: Introduction

Any budget can have customized alerts that notify individuals or certification roles when the amo...

Updated 8 months ago by Mitzi Orkus

Understanding Budget Item Approval and Approval Notifications

Finance Module Finance: Introduction

Budget items do not require approval by default. There is an ability to customize approvals. Appr...

Updated 8 months ago by Mitzi Orkus

Dispatch Settings: Defaults Tab

Dispatch Module Dispatch: Module Pages

The Dispatch Settings Page Defaults Tab allows permission to be given to view dispatch incidents....

Updated 8 months ago by Mitzi Orkus

Dispatch Settings: Distribution Lists Tab

Dispatch Module Dispatch: Module Pages

The Distribution Lists Tab on the Settings Page of the Dispatch Module is where new pre-defined d...

Updated 8 months ago by Mitzi Orkus

Dispatch Settings: Approver Filtering Tab

Dispatch Module Dispatch: Module Pages

The Approver Filtering Tab of the Settings Page in the Dispatch Module is where users and certifi...

Updated 8 months ago by Mitzi Orkus

Dispatch Pending Approvals Page

Dispatch Module Dispatch: Module Pages

The Pending Approval Page houses the Pending Approvals Table, which includes any dispatch whose s...

Updated 8 months ago by Mitzi Orkus