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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 People Module from the Main Menu opening the Companies Page. Click on the name of the company whose roles you want to define in the Companies Table. Clicking on ...

Delete a Company

Module How Tos People Module How Tos (Primary Suite)

To delete a company, open the Companies Tab on the Companies Page in the People Module. Clicking on the name of a Company will open the company's Details Page that displays the Company Roles with their description. Select the “Edit Company” button to ope...

Designate that an Employee is in Training (From the User Page)

Module How Tos People Module How Tos (Primary Suite)

Setting a user as “In Training” denotes to others that the user is still onboarding into the role that is assigned to them. While certifications in that role are required of the user, they are not technically considered as “due” while the user is In Training. ...

Edit Company Information

Module How Tos People Module How Tos (Primary Suite)

To edit company information (its name, URL link, Information, or tags), open the Companies Tab on the Companies Page in the People Module from the Main Menu. Clicking on the name of a Company will open the company's Detail Page that displays the Company Ro...

Edit Attachment Naming Settings for the People Module

Module How Tos People Module How Tos (Primary Suite)

When the Attachment Naming Settings are turned on for the Attachment Inbox, KAStrack will require that every uploaded attachment be named according to a designated template within this section for organizational purposes. To edit the attachment naming setting...

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 Module from the Main Menu to open the Certification Roles Page. Identify the certification role whose information you wish to edit and click the “View/Edit (#)...

Edit a Company Specific Certification Role Description

Module How Tos People Module How Tos (Primary Suite)

To edit a company's certification role description, select the Companies in the People Module of the Main Menu to open the Companies Page and click on the Company Name in the Companies Table. Click the name of the company whose certification role you wish to e...

Edit Notification Settings

Module How Tos People Module How Tos (Primary Suite)

To edit the People Module Notification Settings, open the Module Settings Tab of the Settings Page in the People Module from the Main Menu. Click the “Edit Notifications Settings” button to access the Notifications Settings Page which offers checkbox selecti...

Edit Required Certifications for a Certification Role

Module How Tos People Module How Tos (Primary Suite)

To edit the required certifications for a specified certification role, select Roles in the People Module from the Main Menu to open the Certification Roles Page. Identify the certification role whose required certifications you wish to edit and click the ...

Edit Certification Role Details

Module How Tos People Module How Tos (Primary Suite)

To edit the details of a certification role, open the Roles Page in the People Module from the Main Menu. Click “View/Edit (#)” to open the Roles Page Assigned Users Tab. Select the Role Info Tab. Click the “Edit Role Info” button to edit the role inform...

Edit the Roles Associated with a Certification

Module How Tos People Module How Tos (Primary Suite)

To edit the roles associated with a certification, select Certifications in the People Module from the Main Menu opening the Certifications Page. Click the certification name in the Certifications Table to open the certification's Details Page. Open the Ass...

Export Certifications

Module How Tos People Module How Tos (Primary Suite)

Certifications can be exported from KAStrack into a CSV file. Select the Certifications Page in the People Module from the Main Menu to open the Certification Table. Click the three-dot icon to the right of the header to open the Certifications Page Context ...

Export Roles/Certification Assignments

Module How Tos People Module How Tos (Primary Suite)

Certification assignments to Certification Roles can be exported from KAStrack into a CSV file. Select Roles Page in the People Module from the Main Menu to open the Certification Roles Table. Click the three-dot icon to the right of the header to open the Cer...

Import Certifications

Module How Tos People Module How Tos (Primary Suite)

Certifications can be imported in bulk into KAStrack from a CSV file. To import certifications, open the Certifications Page in the People Module from the Main Menu to display the Certifications Table. Click the three dot (…) icon to the right of the header ...

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 the Roles Page in the People Module from the Main Menu to display the Certification Roles Table. Click the three dot (…) icon to open a context menu and select “Impo...

Submit a Certification

Module How Tos People Module How Tos (Primary Suite)

A user can submit a certification from the Submit Certification tab on the My Account Page in the People Module. To submit a certification, select the certification to be submitted from the dropdown list. The “Only show required certifications” checkbox can...

Use Attachment Inbox to Upload a File and Attach it to a Certification

Module How Tos People Module How Tos (Primary Suite)

To upload files in the attachment inbox and add them to user certifications, open the Submissions Page in the People Module from the Main Menu. Open the Attachment Inbox Tab. Drag and drop the desired files or click the "Drop Files Here or Click to Upload" ...

Actions Module Email Alert Summary

Actions Module Actions: Supplemental Resources

Users can enable and set their own notifications preferences for system emails on the Notifications Tab of the My Accounts Page in the Accounts Module. How To: Edit Email Report/Alert Notification Settings Actions Module Email Alerts Summary TableEmail Aler...
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