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Delete a Task
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...
Delete an Asset or Component
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 ...
Display Completed Tasks and Generator Tasks in the Task Schedule Table
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...
Update a Meter Reading
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...
Record a Fault
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...
Log a Task has been Completed
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 ...
Bulk Assign / Unassign Assets
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 ...
Bulk Export Asset Information
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 ...
Bulk Import Asset Information
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...
Return an Out of Service Asset to Service
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...
Attach an Asset Library File to an Asset
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...
Mark an Asset as Out of Service
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...
Upload a Task File
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...
View a File Attached to a Task
To view a file associated with a specific task, open the Task Schedule Page for the asset of interest. How To: View an Asset's Task Schedule Click the three dot (…) icon next to the right of title whose files you wish to view on the Task Schedule Table ope...
Add a Meter to an Asset
To add a meter to an asset, the Meter Type must already be created through the Assets Settings Page. How To: Create a Meter Type To add a meter to an asset, select the Manage Assets Page from the Main Menu in the Assets Module. Use filters as needed and ...
Add Fields to an Asset Type
In order to include unique, customized additional information regarding an Asset, you must first create an asset type and then add fields to it. This allows your organization to specify whatever information they choose to regarding their assets. How To: Creat...
Apply a Task Template to the Task Schedule
To apply a task template to the task schedule for bulk task creation, open the Task Schedule Page of the asset you want to apply a task template to. How To: Apply a Task Template to the Task Schedule Selecting the “Apply Task Template” button opens the Ap...
Archive an Asset or Component
To archive an asset or component, go to the Manage Assets Page of the Assets Module on the main menu. Use filters as needed to identify the asset or component you want to archive and click the three-dot icon to the right of the asset title opening the Manage A...