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Export Certifications
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
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
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
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
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
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
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...
Actions Module Summary
The Actions Module tracks action items for project management, recurring events, or processes. The Actions Module allows an organization the ability to track and manage action plans for projects. It is unique in its ability to build customized workflows with a...
Inventory: Introduction
Inventory Module Summary
The Inventory Module allows for the creation and management of multiple, separate inventories that can be used to track quantity changes. To do so, the Inventory Module is dependent on customized, underlying databases: a locations database, a stock inventory d...
Inventory: Module Pages
Inventory: Supplemental Resources
There are no email alerts associated with the Inventory Module.
Inventory Module How Tos
How To: Add a Stock Item to the Inventory How To: Add a Unique Item to the Inventory How To: Add an Inventory Location How To: Create a Stock Database How To: Create a Unique Items Database How To: Create an Inventory from Scratch How To: Create Module...
Inventory Module How Tos (Specialized Suite)
Add a Stock Item to the Inventory
To add an individual stock item to the inventory, go to the Inventory Module Home Page. Click on the name of the inventory you want to add a new stock item into. Click the three-dot icon to the right of the inventory name header opening the inventory con...
Add a Unique Item to the Inventory
Before a stock item can be assigned its unique identifier, it must first be created as a stock item. Serial numbers or unique identifiers are applied to a stock item, making it unique. To add a unique item to the inventory, go to the Inventory Module Home Pag...
Add an Inventory Location
Adding an inventory location creates an additional location option that can be found on the location dropdown menu in the New Database Entry Modal when “Add Stock Item” has been selected from the Inventory Context Menu. To add an inventory location, go to t...
Create a Stock Database
To create a stock database, go to the Home Page of the Database Module and create a new database. Click the “Create Database” button and input a database title and description. Select the appropriate database group from the dropdown menu. You can use default a...