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A Conceptual Explanation of Kanban

Kanban Module Kanban Module Introduction

Updated 5 months ago by Mitzi Orkus

Kanban Module Summary

Kanban Module Kanban Module Introduction

Updated 5 months ago by Mitzi Orkus

People Module Email Alert Summary

People Module People: Supplemental Resources

Actions Module Email Alerts Summary TableEmail AlertDigestibleUser Certification Manual Alert...

Updated 6 months ago by Mitzi Orkus

Main Menu Page Summaries

Courses Module Courses: Introduction

The Courses Module on the Main Menu shows two pages, Home and Settings. Courses Module - Main ...

Updated 6 months ago by Mitzi Orkus

Access a Budget Item Attachment

Module How Tos Finance Module How Tos (Specialized Suite)

To access an attachment associated with a specific budget item, go to the Active Tab of the Budge...

Updated 6 months ago by Mitzi Orkus

Create a New Module Level (Finance Module)

Module How Tos Finance Module How Tos (Specialized Suite)

To create a customized module level in the Finance Module, go to the Access Levels Tab in the Sit...

Updated 6 months ago by Mitzi Orkus

Add a Budget Alert

Module How Tos Finance Module How Tos (Specialized Suite)

Budget alerts can only be added to active budgets. To add a budget alert, locate the budget you w...

Updated 6 months ago by Mitzi Orkus

Close a Budget

Module How Tos Finance Module How Tos (Specialized Suite)

Only active budgets can be closed. To close an active budget, go to the Active Tab of the Budgets...

Updated 6 months ago by Mitzi Orkus

Invoices Page

Finance Module Finance: Module Pages

The Invoices Page is populated with data from the FS Pro Integration that was built for and only ...

Updated 6 months ago by Mitzi Orkus

Import KAStrack Report Data into Microsoft's Power BI

Module How Tos Reports Module How Tos (Primary Suite)

To import KAStrack report data into Microsoft’s Power BI, go to the specific report page you wish...

Updated 6 months ago by Mitzi Orkus

Edit a Chart

Module How Tos Reports Module How Tos (Primary Suite)

To edit a chart, go to the Charts Page of the Reports Module. To be able to edit a chart, you m...

Updated 6 months ago by Mitzi Orkus

Download a Report

Module How Tos Reports Module How Tos (Primary Suite)

To download a report, go to the Home Page of the Reports Module. There are two icons to the righ...

Updated 6 months ago by Mitzi Orkus

Run a Report

Module How Tos Reports Module How Tos (Primary Suite)

To run a report, go to the Home Page of the Reports Module. Click the name of the report you w...

Updated 6 months ago by Mitzi Orkus

System Reports and Custom Reports

Reports Module Reports: Introduction

The System Reports Tab houses the System Reports table that lists 11 possible system generated re...

Updated 6 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 6 months ago by Mitzi Orkus

Integrations Module Summary

Integrations Module Integrations: Introduction

The Integrations Module allows KAStrack developers to build and deploy mini modules or applicatio...

Updated 6 months ago by Mitzi Orkus

Chart Wizard Explanation

Dashboard Module The Dashboard

Chart Widget Explanation Table         The widget header in bold identifies the char...

Updated 6 months ago by Mitzi Orkus

Overview of Widgets

Dashboard Module The Dashboard

The Dashboard is comprised of speed dials and widgets. Speed dials allow you to establish links t...

Updated 6 months ago by Mitzi Orkus

Dashboard Context Menu Explanations

Dashboard Module The Dashboard

To the right of a dashboard title is a vertical three dot menu that opens a context menu with opt...

Updated 6 months ago by Mitzi Orkus

Understanding Tag Behavior

Tags Module Tags: Introduction

Tag behavior determines which individuals have access to entities and information within KAStrack...

Updated 6 months ago by Mitzi Orkus