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The Budget Approvers Tab allows for the designation of the individuals who will have permission to authorize the budgetary items that KAStrack tracks for Action Groups. Selected budget approvers will appear according to their given title in a table under th...

The Module Level Tab shows the different module levels for the Actions Module, allowing for the ability to see the permissions granted for different levels of user responsibility. The eye icon under the Actions column opens a modal that allows for the viewing ...

Each action in KAStrack is assigned a workflow, a process an action follows from when it is first opened to marked as complete. Each action has its own workflow – to create a new action you are required to select one. There are three default workflows in KASt...

Each Action Group opens to its own Action Group Summary Page that can be viewed by clicking the action group title on the Home Page or the Groups Page of the Actions Module. listing all actions associated with the action group. To the right of the Action Grou...

The Actions Module has the ability to link action groups with budgets in the Finance Module and new budgets can automatically be created when new Action Groups are created by assigning a dollar amount in the New Action Group Modal. When creating new Action Gr...

The People Module is where individual certifications can be managed. The term “certifications” pertains to the types of qualification/training/licenses/policies/credentials, etc. that can be tracked by KAStrack. The People Module also allows for creation of Co...

Cells underneath the certification columns are colored according to the Certification Legend. Green indicates that a certification is currently valid, blue indicates that a certification is due soon, yellow indicates that a certification is expiring soon (...

Each user in KAStrack will have their own My Account Page in the People Module available on the Main Menu, allowing a user to view, manage, and submit required certifications associated with their account. A user's My Account Page is comprised of three tabs: M...

The Users Page is not visible on the Main Menu to employees or observer accounts. The Users Page in the People Module functions as the module homepage, allowing the review of certifications for any user. The table has two views for display, a Supervisor View ...

Each user in KAStrack will have their own User Certifications Details Page. The User Certifications Details Page is comprised of three tabs: User Certifications, Submit Certifications, and Manage Roles/Certifications. Each tab is explained in detail on this pa...

Selecting Submissions in the People Module on the Main Menu opens the Submissions Page. The Submissions Page in the People Module allows a supervisor to review an employee or user’s submitted certification, to upload attachments associated with certifications,...

The Reports Page in the People Module permits supervisors to generate, view, and share reports regarding user certification status. By default, employees do not have access to the Reports Page. Observers, supervisors, and administrators do. The Reports Page ...

The Matrix Page in the People Module allows for a quick visualization of all available user’s certification statuses in table format. The Matrix Page can be accessed from the Main Menu. A filter box immediately below the Matrix Page header allows an adminis...

The Certification Roles Page is available in the People Module on the Main Menu as Roles. When Roles selected from the Main Menu, the Certification Roles Page opens allowing individuals with permission to input all user certification roles and to organize cert...

Each certification role created in KAStrack will have its own Certification Role Details Page. It is comprised of three tabs: Assigned Users, Required Certifications, and Role Info. Each tab is explained in detail on this page. Select Roles in the People Modu...

Selecting Certifications in the People Module on the Main Menu opens the Certifications Page showing a Certifications Table listing any certifications that have been created. The Certifications Page allows an individual to create, edit or view and submit curre...

Each certification created in KAStrack will have its own Certification's Details Page. You can access the Certification Details Page by clicking the certification name in the Certifications Table on the Certifications Page of the People Module. A Certification...

The Companies Page in the People Module can be accessed from the Main Menu. It is comprised of two tabs: the Companies Tab and the Create Company Tab. The Companies Tab on the Companies Page The Companies Table on the Companies Page shows a list of companies...