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Integrate Another Module Into a Form

Module How Tos Forms Module How Tos (Advanced Suite)

To integrate another module into a form, go to the Home Page in the Forms Module. Click the three-dot icon to the right of the form you wish to edit opening the specific form’s context menu. Select “Edit Form”. This opens the “Edit Form Modal”. Under the...

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 select the three-dot icon to the right of the form title you wish to make Live. This opens the Forms Table Context Menu. Confirm that you have deleted any testin...

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 Entry” from the Actions column of the Form Entries Pending Approval Table opening the view form entry modal. Select the “Reject” button opening a Confirmation ...

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 three-dot icon to the right of the specific form you want to require entry approvals for and select “Rules” from the context menu.   This opens the form specific R...

Submit Entries Using a PDF

Module How Tos Forms Module How Tos (Advanced Suite)

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 do so, the PDF must be created on Adobe Acrobat Pro (or comparable software) and have made use of form fields. A PDF can be created and uploaded after a form is ...

List of People Module How Tos

People Module People: Supplemental Resources

People Module Email Alert Summary

People Module People: Supplemental Resources

Actions Module Email Alerts Summary TableEmail AlertDigestibleUser Certification Manual AlertCan be sent via digestUser Certification SubmittedCan be sent via digest

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/Video Associated with a Required Certification How To: Add / Edit / Delete Comments to a User's Submitted Certification How To: Approve a Submitted Certification ...

Assign a Certification Role to Multiple Users at Once

Module How Tos People Module How Tos (Primary Suite)

To assign a certification role to multiple users at once, select the Roles Page in the People Module from the Main Menu to open the Certification Roles Page. Click the “View/Edit (#)” clickable link that pertains to the role you want to assign users to open...

Assign Users to a Certification Independent of a Required Certification Role

Module How Tos People Module How Tos (Primary Suite)

To assign a certification independent of a required certifications role, select Certifications in the People Module from the Main Menu to open the Certifications Page. Click the name of the certification you wish to add users to independently of a required...

Batch Submit Certifications in Bulk

Module How Tos People Module How Tos (Primary Suite)

To simultaneously submit a Certification for multiple users’ accounts, open the Batch Submit Certifications Tab on the Submissions page. Select the certification you would like to submit from the dropdown menu at the top of the page. The information for the se...

Submit Certifications/Competencies from the Supervisor Report Table

Module How Tos People Module How Tos (Primary Suite)

To submit certifications or competencies from the Report: Status table on the Supervisor Report Page of the People Module, confirm you are on the Supervisor Report tab.   Click on the certification title listed in blue font, opening the User's Page on the U...

Create a Certification

Module How Tos People Module How Tos (Primary Suite)

To create a new certification in KAStrack, select the Certifications Page in the People Module from the Main Menu. Select the plus sign icon to the right of the page header or use the three dot (…) icon to the right of the header to open a context menu and sel...

Create a New Company

Module How Tos People Module How Tos (Primary Suite)

Select the Companies Page in the People Module of the Main Menu. Open the Create Company Tab. Input the new Company name (required), an associated URL, and any descriptive information you wish to be included on the Company: (Company Name) Page.A URL entered...

Create a New Module Level (People Module)

Module How Tos People Module How Tos (Primary Suite)

To create a new Module Level in the People Module, select the Module Levels Tab on the Settings Page in the People Module on the Main Menu. Select the “Create People Module Level” button opening the Create People Module Level Page. Input the new Module Le...

Create a Shared Certifications Report

Module How Tos People Module How Tos (Primary Suite)

To generate a new shared certifications report in the People Module, open the Reports Page in the People Module on the Main Menu. Open the Create Shared Reports Tab. Input a title for the new shared report. The Company dropdown menu will allow you to selec...

Create, Define, and Assign Users to a New Certification Role

Module How Tos People Module How Tos (Primary Suite)

To create and define a new certification role, select Roles in the People Module on the Main Menu opening the Certification Roles Page. Click the plus sign icon to the right of the Certification Roles header to open the Add Role Name Modal. Clicking the t...
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