Recently Updated Pages

View a User's Roles and Certifications Report

Module How Tos People Module How Tos (Primary Suite)

To view a User's Roles and Certifications Report, open the Users Page in the People Module from t...

Updated 2 months ago by Mitzi Orkus

Reset a User's Roles and Certifications Report QR Code

Module How Tos People Module How Tos (Primary Suite)

To reset a user's Roles and Certifications Report QR Code, open the Users Page in the People Modu...

Updated 2 months ago by Mitzi Orkus

Make a Hidden User a Visible User on the Users Table

Module How Tos People Module How Tos (Primary Suite)

To make a hidden user a visible user, open the Users Page in the People Module on the Main Menu. ...

Updated 2 months ago by Mitzi Orkus

Designate an Individual a Hidden User on the Users Table

Module How Tos People Module How Tos (Primary Suite)

Designating an individual as a hidden user hides their User Roles and Certifications Report withi...

Updated 2 months ago by Mitzi Orkus

Edit a Supervised User's Account Information from the People Module

Module How Tos People Module How Tos (Primary Suite)

To edit a supervised user's account information from within the People Module, open the Users Pag...

Updated 2 months ago by Mitzi Orkus

Access a User's Roles and Certifications Report QR Code

Module How Tos People Module How Tos (Primary Suite)

To access a user's roles and certifications report QR Code, open the Users Page in the People Mod...

Updated 2 months ago by Mitzi Orkus

Update Assigned Certification Records from the Matrix Table

Module How Tos People Module How Tos (Primary Suite)

To update assigned certification records directly from the Matrix Table, open the Matrix Page of ...

Updated 2 months ago by Mitzi Orkus

Create a Shared Certifications Report

Module How Tos People Module How Tos (Primary Suite)

To generate a new shared certifications report in the People Module, open the Reports Page in the...

Updated 2 months ago by Mitzi Orkus

Create a New Company

Module How Tos People Module How Tos (Primary Suite)

Select the Companies Page in the People Module of the Main Menu. Open the Create Company Tab. ...

Updated 2 months ago by Mitzi Orkus

Edit Notification Settings

Module How Tos People Module How Tos (Primary Suite)

To edit the People Module Notification Settings, open the Module Settings Tab of the Settings Pag...

Updated 2 months ago by Mitzi Orkus

Bulk Import Asset Information

Module How Tos Assets Module How Tos (Primary Suite)

To bulk import asset information using a CSV file, open the Manage Assets Page from the Main Menu...

Updated 2 months ago by Mitzi Orkus

Customize Trigger Settings with One Time Period

Module How Tos Assets Module How Tos (Primary Suite)

Selecting “One Time” as the period allows the user to create a Regular Task that only occurs once...

Updated 2 months ago by Mitzi Orkus

Customize Trigger Settings Based on Pre-Existing Tasks

Module How Tos Assets Module How Tos (Primary Suite)

It is possible for a task’s trigger to be based on the schedule of another pre-existing task with...

Updated 2 months ago by Mitzi Orkus

Edit the Date / Time of Task Completion for Historical Tasks

Module How Tos Assets Module How Tos (Primary Suite)

To edit the date/time of task completion for historical task records, open the relevant asset's H...

Updated 2 months ago by Mitzi Orkus

Refresh the Task Schedule Table

Module How Tos Assets Module How Tos (Primary Suite)

To refresh the task schedule table with any task updates since the Task Schedule Page was opened,...

Updated 2 months ago by Mitzi Orkus

Return an Out of Service Asset to Service

Module How Tos Assets Module How Tos (Primary Suite)

To return an out of service asset to service, open the Manage Assets Page in the Assets Module. ...

Updated 2 months ago by Mitzi Orkus

Create a Meter Type

Module How Tos Assets Module How Tos (Primary Suite)

To create a new meter type, open the Meter Types Tab on the Settings Page of the Assets Module. ...

Updated 2 months ago by Mitzi Orkus

Asset Status Color Coding Legend

Assets Module Assets: Introduction

Within the Assets Module, a color coding system is used visually indicate the status of an asset ...

Updated 2 months ago by Mitzi Orkus

Copy and Rename an Asset

Module How Tos Assets Module How Tos (Primary Suite)

To copy and rename an asset, select Manage Assets from the Main Menu under the Asset Module. Use ...

Updated 3 months ago by Mitzi Orkus

Record a Fault

Module How Tos Assets Module How Tos (Primary Suite)

Logging faults allows your company to track trending data in KAStrack by recording incidents and ...

Updated 3 months ago by Mitzi Orkus