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Essentials Suite
This includes the Accounts, Calendar, Comments, Communications, Dashboards, Site Settings, and Tags Modules.
Dashboard Module How Tos
Default Dashboard Summary
The default dashboard displays eight Widgets: People, Assets, Documents, Forms, Actions, People-Competency, People-Courses, and Meetings. Each widget is a summary of relevant information from that specific module. The placement of these module summaries can be...
Integrations Module
KAStrack Software: How Tos
Site Settings Module How Tos
This chapter contains the how to's for the Site Settings Module.
Dashboard Context Menu Explanations
To the right of a dashboard title is a vertical three dot menu that opens a context menu with options to Add Widget, Edit, Delete, Manage Speed Dials. Dashboard Context Menu Explanations Option Explanation Image Add Widget Selecting “Add ...
Site Settings Module
Accounts Module How Tos
This chapter contains the how to's for the Accounts Module.
Accounts Module
Dashboard Module How Tos
This chapter contains the how to's for the Dashboard Module.
Edit a Dashboard
To edit a dashboard, go to the Dashboard Module and select the specific Dashboard you wish to edit. Select the vertical three dot menu to the right of the Dashboard’s name in the center of the page. Select “Edit”. This opens the Edit Dashboard Modal. ...
Dashboard Module
Create a New Dashboard
To create a new dashboard, click the “+” icon located to the right of any existing dashboard tabs. This opens the New Dashboard Modal. Input the desired title for the new dashboard and select the “Create Dashboard” button. Dashboard names must be u...
Calendar Module
Add a Module Summary Widget to the Dashboard
To add a module summary widget to the dashboard, go to the Dashboard Module and select the specific Dashboard you wish to add widgets to. Select the “+ Add Widget” button from the right-hand sign of the screen. This opens a modal with three options...
Communications Module
Create a Chart Widget
To create a Chart widget, select the Add Widget button (from the top right-hand corner of the page or the dashboard context menu accessed by the vertical three dot icon next to the Dashboard name). This opens the Add Widget modal. Select “Chart” op...
Tags Module
Create a Speed Dial
To create a Speed Dial, select the Add Widget button (from the top right-hand corner of the page or the dashboard context menu accessed by the vertical three dot icon next to the Dashboard name). This opens the Add Widget modal. Select “Speed Dial”...