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To create a new asset, open the Manage Assets Page in the Asset Module and click the plus sign (+) icon to open the New Asset modal. You can also access the New Asset Modal by clicking the three dot (…) icon and selecting “Create Asset” from the context men...

To add components to an asset, open the Manage Assets Page in the Assets Module from the Main Menu. In order to create components, the parent asset must have already been created. How To: Create a New Asset Identify the pre-existing asset (or componen...

To create a new module level with customizable permissions in the Assets Module, go to the Module Level Tab on the Settings Page of the Assets Module. Select the “Add Module Level” button opening the New Module Level Modal. Selecting “New Module Level” o...

Selecting “One Time” as the period allows the user to create a Regular Task that only occurs once. Triggers with a “One Time” period can have a time or usage parameters. One Time Period with a Time Parameter Select One Time on the Period Dropdown menu. Selec...

To defer/postpone a task for completion at a future time, open the Task Schedule Page for the Asset of interest. How To: View an Asset's Task Schedule Click the three-dot icon to the right of the task you wish to defer opening the Task Schedule Table Cont...

To delete a task, open the Task Schedule for the asset whose task you wish to delete. How To: View an Asset's Task Schedule Click the three dot (…) icon to the right of the task you want to delete in the Task Schedule Table opening the Task Management Con...

To delete an asset or component, it must first be archived. How To: Archive an Asset or Component To delete an archived asset or component, open the Manage Assets Page of the Assets Module. Select the three dot (…) icon to the right of the asset/component ...

To display completed tasks or generator tasks in the task schedule table, open the relevant asset's Task Schedule Page. How To: View an Asset's Task Schedule Use the checkboxes to “Show completed tasks” and “Show generator tasks” on the Task Schedule Tab...

In order to update an asset's meter reading, go to the Assets Module Home Page opening the Upcoming Tasks Table. Click the “Update Meter Reading" button from the Asset Module Homepage. The Choose Asset Modal will prompt you to identify which asset you want...

Logging faults allows your company to track trending data in KAStrack by recording incidents and any data associated with this issue/failure. In order to record fault with an equipment issue/failure, go to the Upcoming Task Table on the Asset Module Homepage...

In order to log that a task has been completed and is current/up to date (a green task status), go to the Upcoming Task Table on the Home Page of the Assets Module. Select the “Complete Task” button from the top of the Your Upcoming Tasks Page.   The Choose ...

To bulk assign / unassign users to assets, open the Manage Asset Page in the Assets Module on the Main Menu. Click the three-dot icon to the right of the Manage Assets Page header opening the Manage Assets Page Context Menu. Select “Bulk Assign/Unassign ...

To bulk export asset information as a .csv file, select the Manage Assets Page from the Main Menu in the Assets Module and click the three dot (…) icon to the right of the page header opening the Manage Assets Page Context Menu. Select “Export Assets” from ...

To bulk import asset information using a CSV file, open the Manage Assets Page from the Main Menu in the Assets Module and click the three dot (…) icon to the right of the page header to open the Manage Assets Page Context Menu. Click “Import Assets” from t...

To return an out of service asset to service, open the Manage Assets Page in the Assets Module. Click the three dot (…) icon to the right of the asset associated with the task you want to return to service opening the context menu. Select “Task Schedule” o...

To attach an Asset Module library file to an asset, open the Manage Assets Page in the Assets Module on the Main Menu. Click the three-dot icon to the right of the asset title opening the Asset Management Context Menu. Select "Files" from the context menu o...

To take an asset out of service and give it a grey task status, open the Manage Assets Page in the Assets Module. Click the three dot (…) icon to the right of the asset associated with the task you want to take out of service opening the context menu. Sele...

To upload a file to a task, open the Manage Assets Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component with the task you want to upload a file to. Click the three-dot icon to the right of the asset title opening t...