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Assets Settings Page: Manufacturers Tab

Assets Module Assets: Module Pages

The Manufacturers Tab on the Settings Page of the Assets Module allows the user to add new manufa...

Updated 2 months ago by Rob Clay

Customize Trigger Settings with a Generate Every Period

Module How Tos Assets Module How Tos (Primary Suite)

Generate Every is a special case period designation that can have a time or usage parameter. Whe...

Updated 2 months ago by Rob Clay

Customize Trigger Settings Based on an On Expiry Period

Module How Tos Assets Module How Tos (Primary Suite)

Triggers with an On Expiry period can only have a time parameter. An on-expiry trigger gives the...

Updated 2 months ago by Rob Clay

Assets Settings Page: Module Level Tab

Assets Module Assets: Module Pages

The Module levels tab shows the different module levels for the Assets Module and the default per...

Updated 2 months ago by Rob Clay

Assets Settings Page: Meter Types Tab

Assets Module Assets: Module Pages

Various types of meters can be created and managed from the Meter Type Tab on the Settings Page...

Updated 2 months ago by Rob Clay

Assets Settings Page: Task Template Tab

Assets Module Assets: Module Pages

A Task Template is a user generated tool used to aid bulk task schedule creation. Task templates ...

Updated 2 months ago by Rob Clay

Assets Files Page

Assets Module Assets: Module Pages

Files in the Asset module are not automatically included the Documents Module, although they can ...

Updated 2 months ago by Rob Clay

Manage Assets Page

Assets Module Assets: Module Pages

Selecting Manage Assets in the Assets Module from the Main Menu opens the Manage Assets Page. The...

Updated 2 months ago by Rob Clay

My Assets Page

Assets Module Assets: Module Pages

The My Assets Page in the Assets Module displays all assets and all sub-components that are assig...

Updated 2 months ago by Rob Clay

Assets Home Page - The Upcoming Task Table

Assets Module Assets: Module Pages

The Home Page in the Assets Module is labeled with the header Your Upcoming Tasks and displays th...

Updated 2 months ago by Rob Clay

Understanding Task Trigger Settings

Assets Module Understanding an Individual Asset

Each task on an asset's Task Schedule has its own customizable trigger. The trigger is what sets ...

Updated 2 months ago by Rob Clay

Edit a Form Aggregation

Module How Tos Forms Module How Tos (Advanced Suite)

To edit a form aggregation, open the Home Page of the Forms Module and click the Form Aggregation...

Updated 2 months ago by Mitzi Orkus

Delete a Form Aggregation

Module How Tos Forms Module How Tos (Advanced Suite)

To delete a form aggregation, open the Home Page of the Forms Module from the Main Menu. Click...

Updated 2 months ago by Mitzi Orkus

An Asset's History Page

Assets Module Understanding an Individual Asset

Each asset created in KAStrack will have it's own Asset History Page that contains a task log, de...

Updated 2 months ago by Rob Clay

An Asset's Components Page

Assets Module Understanding an Individual Asset

Each asset created in KAStrack will have its own Components Page and Manage Components Page that ...

Updated 2 months ago by Rob Clay

An Asset's Task Schedule Page

Assets Module Understanding an Individual Asset

Each asset created in KAStrack will have its own Task Schedule Page which displays an asset's Tas...

Updated 2 months ago by Rob Clay

Upload a PDF Form (after Fields have been created)

Module How Tos Forms Module How Tos (Advanced Suite)

Uploading a PDF allows an individual to create a customized output for form entries. In order to ...

Updated 2 months ago by Mitzi Orkus

Require Form Entry Approval

Module How Tos Forms Module How Tos (Advanced Suite)

To require that form entries are approved, go to the Home Page of the Forms Module. Select the th...

Updated 2 months ago by Mitzi Orkus

Reject a Form Entry Pending Approval

Module How Tos Forms Module How Tos (Advanced Suite)

To reject a form entry pending approval, go to the Home Page of the Forms Module. Select “View...

Updated 2 months ago by Mitzi Orkus

Make a Form Live

Module How Tos Forms Module How Tos (Advanced Suite)

To change a Form Status from Preview Mode to Live, , go to the Home Page of the Forms Module and ...

Updated 2 months ago by Mitzi Orkus