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Communications Module How Tos

Module How Tos Communications Module How Tos (Essentia...

How To: Apply a Notification Template to Existing Accounts How To: Attach a Documents Module Fil...

Updated 3 months ago by Mitzi Orkus

Settings Page: Module Settings Tab

Communications Module Communications: Module Pages

The Module Settings Tab on the Settings Page of Communications Module allows a user to designate ...

Updated 3 months ago by Mitzi Orkus

Edit New User Notification Templates

Module How Tos Communications Module How Tos (Essentia...

To edit new user notification templates, go to the Notification Templates Tab on the Settings Pag...

Updated 3 months ago by Mitzi Orkus

Create a New Module Level (Communications Module)

Module How Tos Communications Module How Tos (Essentia...

To create a new module level, go to the Module Levels Tab on the Settings Page of the Communicati...

Updated 3 months ago by Mitzi Orkus

Create a New Notification Template

Module How Tos Communications Module How Tos (Essentia...

Note: A default new user Notification Template already exists in the system. This template can be...

Updated 3 months ago by Mitzi Orkus

Settings Page: Notifications Templates Tab

Communications Module Communications: Module Pages

The Notification Templates Tab in the Communications Module houses the Default New User Template,...

Updated 3 months ago by Mitzi Orkus

Define Competency Settings for a Role

Module How Tos People Module How Tos (Primary Suite)

If competency tracking is enabled for your KAStrack installation, you can define the Competency S...

Updated 3 months ago by Mitzi Orkus

People Module How Tos

Module How Tos People Module How Tos (Primary Suite)

How To: Access a User's Roles and Certifications Report QR Code How To: Acknowledge a Document/Vi...

Updated 3 months ago by Mitzi Orkus

My Account Page

People Module People: Pages

Each user in KAStrack will have their own My Account Page in the People Module available on the M...

Updated 3 months ago by Mitzi Orkus

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 3 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 3 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 3 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 3 months ago by Mitzi Orkus

Edit Certification Role Information

Module How Tos People Module How Tos (Primary Suite)

To edit the information associated with a specific certification role, select Roles in the People...

Updated 3 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 3 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 3 months ago by Mitzi Orkus

Define the Certifications Assigned to a Company's Certification Roles

Module How Tos People Module How Tos (Primary Suite)

To define the certification roles associated with a specific company, select Companies in the Peo...

Updated 3 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 3 months ago by Mitzi Orkus

Users Page

People Module People: Pages

The Users Page is not visible on the Main Menu to employees or observer accounts. The Users Page ...

Updated 3 months ago by Mitzi Orkus

Import Role/Certification Assignments

Module How Tos People Module How Tos (Primary Suite)

Certification assignments to Certification Roles can be imported in bulk into KAStrack. Select th...

Updated 3 months ago by Mitzi Orkus