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Settings Page
The Settings Page allows the user to customize and designate module level permissions for the Tags Module. There are four default module levels associated with Tags Module. An explanation of the permissions associated with each module level are shown in th...
Home Page
The Home Page displays the Gregorian calendar showing an All Events Filter. A default all events filter displays all meetings / events, assets and documents deadlines. Filters can be created and customized to present different views. WIKI LINK HOW TO: CREATE A...
Settings Page
The Settings Page of the Calendar Module can be accessed from the Main Menu. It automatically opens to the Module Level Tab showing the different module levels created for the Calendar Module and the permissions that have been granted to each. There are fou...
Send Communications Page
The Send Communications Page of the Communications Module allows individuals with the appropriate module access level (administrators and supervisors by default) to send communications within KAStrack. WIKI LINK HOW TO CRTEATE A NEW MODULE LEVEL All communica...
Supervisor Page
The Supervisor Page of the Communications Module allows for the viewing and bulk editing of the Email Report and Email Alert Notifications Settings preferences for the users you directly supervise. The page is divided into two tables, one for Email Reports ...
Settings Page: Module Summary Tab
The Module Settings Tab on the Settings Page of Communications Module allows a user to designate preferences for communications manually sent through the Send Communications Page of the module as well as for communications automatically sent from the system. ...
Settings Page: Notifications Templates Tab
The Notification Templates Tab in the Communications Module houses the Default New User Template, which details the default designations for report and alert notifications that can be applied to all newly created user accounts.New user accounts manually create...
Settings Page: Communications Template Tab
The Communication Templates Tab on the Settings Page of the Communications Module is where new communication templates can be created and managed. There are no system default Communication Templates. WIKI LINK HOW TO: CREATE NEW COMMUNICATION TEMPLATES ...
Settings Page: Account Setting Tab
The Account Settings Tab on the Settings Page of the Communications Module allows for the viewing and bulk editing of account users’ Email Report and Email Alert Notifications Settings preferences. The page is divided into two tables, one for Email Reports...
Settings Page: Alert Email Templates Tab
The Alert Email Templates Tab on the Settings Page of the Communications Module allows for the viewing of all alert templates in tabular form organized by module. The Alert Email Templates Table shows the module name, the name of the alert, the status (Ac...
Settings Page: Module Levels Tab
The Module Levels Tab shows the different module levels for the Communications Module and the default permissions that are granted to each module level. The eyeball icon under the Actions column opens a modal that allows the user to view the permissions grante...
Accounts Module: My Accounts Page
Each KAStrack user has access to the My Account Page in the Accounts Module. It is comprised of up to five tabs: Account Info, Notifications, Notification History, Payment History (if enabled), and Reset Password. Each tab can also be accessed from the Main Me...
Accounts Page Active Tab
The Active Tab in the Accounts Module displays the Active Accounts Table, which lists user accounts in the KAStrack system. Individuals with Supervisor module level access will only see the users they supervise on this table, while individuals with Admin mod...
Accounts Page Org Chart Tab
The Org Chart Tab on the Accounts Page in the Accounts Module is a visual representation of the organizational hierarchy established in KAStrack. When the Org Chart Tab is selected, a tree diagram representing the designated hierarchy appears as a quick visual...
Accounts Page Registrations Tab
The Registration Tab on the Accounts Page displays the Pending Registration Table which allows for a quick view of the pending new user account registrations. Approvals/Verifications only show on the Registrations Tab when an individual manually registers them...
Accounts Page Archived Tab
The Archived Tab on the Accounts Page displays the Archived Accounts Table, which shows the user accounts that have been intentionally archived. Archived accounts are not visible anywhere in KAStrack other than this table, including Reports. Archived users wil...
Accounts Page Create Tab
The Create Tab opens to the Create Account tab allowing for the generation of new user accounts. Only individuals with an Admin module level access will see the Create Tab. WIKI LINK HOW TO: CREATE AN INDIVIDUAL NEW USER ACCOUNT
Accounts Page Import Tab
The Import Tab opens to the Import Accounts Page, where new account information can be imported using a Comma Separated Value (CSV UTF-8) document for both new and existing accounts. Only individuals with an Admin module level access will see the Import Tab....
Accounts Page Export Tab
The Export Tab allows for the transfer of account information from KAStrack to a CSV file. There are checkboxes that designate whether to include archived and/or inactive accounts within the export. Only individuals with an Admin module level access will see...
Understanding Access Levels
An Access Level is an authority designation in KAStrack. There are four default Access Levels: Admin, Supervisor, Employee, and Observer. The permissions granted to each Access Level are outlined in the Site Settings Module on the Access Levels Tab. Customized...