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833 total results found

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...

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...
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