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To edit a database entry, go to the Home Page of the Database Module and click the three-dot icon to the right of the database you wish to edit opening the database context menu. Select “Manage Entries” from the context menu opening the Entries for database...

To edit a database group, go to the Groups Page of the Database Module. Select the three-dot icon to the right of the Group Name you wish to edit, opening the Group Table context menu. Select “Edit Group” from the context menu opening the Edit Group Moda...

To change the status of a database rule, go to the Home Page in the Database Module. Click the three dot (…) icon to the right of the database you want to edit to open the context menu. Select “Rules” opening the Rules Tab that contains the Rules Table. ...

To export the existing database fields and entries, go to the Home Page of the Database Module. Click the three dot (…) icon to the right of the database you want to export to open the context menu. Select “Manage Entries” to open the Database Entries Page....

To import database entries from a CSV, database fields must already have been created. How To: Add a Database Field How To: Import Fields from a CSV File Into a Database How To: Import Fields from a PDF Field Import To import database entries from a CSV, g...

If a field has already been added to a database, you are no longer able to bulk import database field names from a CSV file. You are now required to enter each field name individually. How To: Add a Database Field To import database field names from a CSV f...

This method of importing Fields from a PDF requires access to Adobe Acrobat Pro. If a field has already been added to a database, you are no longer able to bulk import database field names from a PDF Field Import. You are now required to enter each field name...

In order for databases to be placed into groups, groups have to be created first. How To: Add a Database Group When groups have been added to the Database Module, the Database Table on the Home Page is broken into different sections for each group. To pla...

The Database Module allows for the creation, viewing, management and storage of custom databases. Databases can integrate with other KAStrack Modules, as well as other databases in the Database Module. Integrates With Essential Suite ModulesPrimary Suite Mod...

Fields are the individual data elements that makeup databases. You can think of them as a container for a type of information. They are the building blocks the Database Module uses to collect, store, and process data in a structured way. In a database table, ...

Selecting “Fields” from the Database Table Context Menu will open a form’s Field Tab that contains the Fields Table. The Fields Table shows existing fields in the Form. Fields can be filtered for efficient access. The Fields Tab is where new fields can be ad...

Selecting “Rules” on a database context menu opens the Rules for database (DatabaseName) Page on the Rules Tab which shows the Rules Table. New rules can be added to the database from this tab. Selecting “Rules” from the Databases Table context menu will open...

The Home Page contains the Database Table, where all existing databases built within your system are stored. Checkboxes allow for databases to be shown in their designated groups in the Database Table and allows for empty groups to be hidden in the Database Ta...

The Groups Page in the Database Module is utilized for organization function and allows databased to be grouped together for efficiency. There is a button that allows for the creation of new groups. The Groups Table on the Manage Groups Page lists all groups i...

The Settings Page allows the user to customize and designate permissions for the Database Module. Module Levels Tab The Module Levels Tab shows the different module levels for the Database Module and the default permissions that are granted to each module le...

The Forms Module houses all forms that are being utilized by KAStrack and allows for the creation, viewing, and management of the forms and the form entries. Forms can integrate with several modules explained in the Forms and Module Integrations Table below. ...

Creating a New Form When new forms are created, a form creator has options regarding basic form settings, advanced form settings, and form styling options. Reference the How To: Create a New Form for a detailed explanation of each setting. How To: Create a N...

An aggregation is a report generated from form data. Form aggregations take the information from similar forms and aggregates them into one form. (For example, three monthly forms can be aggregated together to create one quarterly aggregation report.) The orig...