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Delete an Action Comment

Module How Tos Actions Module How Tos (Essentials Suite)

To delete a comment associated with an action­, go to the Actions Home Page. Use the filters to pull up the relevant Action Group and expand the group to display the actions. Click the Title Link of the action you wish to add comments too, opening the sp...

Dispatch Module Summary

Dispatch Module Dispatch: Introduction

The Dispatch Module manages the scheduling and tracking of assets and people for remote deployment and integrates with the Communications, People, Documents, Assets, Actions, Reports and Forms Modules. As a journey management tool, Dispatch utilizes stage app...

Dispatch Home Page

Dispatch Module Dispatch: Module Pages

The Dispatch Home Page contains the Dispatch Table, which displays the dispatch's number, title, status, and any tags attached. Dispatches shown on the Home Page Table can be filtered by status: all, creating, scheduled, ready to dispatch, dispatched, compl...

Dispatch Pending Approvals Page

Dispatch Module Dispatch: Module Pages

The Pending Approval Page houses the Pending Approvals Table, which includes any dispatch whose status change is pending until approved. How To: Approve a Pending Dispatch Status Change The pending approval page is read only, with the exception of the dis...

Dispatch Settings: Approver Filtering Tab

Dispatch Module Dispatch: Module Pages

The Approver Filtering Tab of the Settings Page in the Dispatch Module is where users and certification roles can be identified as potential approvers before a dispatch status change. The People or Certification Roles selected under each status (scheduled, ...

Dispatch Settings: Distribution Lists Tab

Dispatch Module Dispatch: Module Pages

The Distribution Lists Tab on the Settings Page of the Dispatch Module is where new pre-defined distribution lists are created. Distribution List members can be People (Users) or Certification Roles. The Pre-defined Distribution List Table shows the title of t...

Dispatch Settings: Defaults Tab

Dispatch Module Dispatch: Module Pages

The Dispatch Settings Page Defaults Tab allows permission to be given to view dispatch incidents. You can select individual users, certification roles, or access levels that will be given default permission to View Incidents. How To: Give Default Permission ...

Dispatch Settings: Module Levels Tab

Dispatch Module Dispatch: Module Pages

The Module Levels Tab of the Setting Page allows the user to customize and designate permissions for the Dispatch Module. The tab shows the module levels for the Dispatch Module. Selecting the eyeball icon opens a modal that identifies the permissions granted ...

Dispatch Details Page

Dispatch Module Dispatch: Module Pages

Each dispatch has its own Dispatch Details Page. Any relevant users, certification roles, documents, assets, actions, reports or forms can be added to an individual dispatch. This information is compiled to generate the read-only Dispatch Order PDF. The head...

Dispatch Module How Tos

Module How Tos Dispatch Module How Tos (Specialized Su...

How To: Access a Dispatch Log How To: Access a Dispatch QR Code How To: Add a Waypoint to an Itinerary How To: Add Actions to a Dispatch How To: Add an Activity to a Dispatch Itinerary How To: Add Approvers to a Dispatch How To: Add Assets to a Dispatc...

Access a Dispatch Log

Module How Tos Dispatch Module How Tos (Specialized Su...

To access a specific dispatch log with record of all dispatch activity, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch whose log you wish to access. This opens the Dispatch Details Page. Click the book icon in ...

Access a Dispatch QR Code

Module How Tos Dispatch Module How Tos (Specialized Su...

To access a dispatch QR code, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch whose QR code you wish to access. This opens the Dispatch Details Page. Click the QR Code icon to the right of the dispatch status op...

Add a Waypoint to an Itinerary

Module How Tos Dispatch Module How Tos (Specialized Su...

To add a waypoint to a dispatch itinerary, open the specific dispatch whose itinerary you wish to edit by adding a waypoint. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispat...

Add an Activity to a Dispatch Itinerary

Module How Tos Dispatch Module How Tos (Specialized Su...

To add an activity to the dispatch itinerary, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch you wish to add an activity to. This opens the Dispatch Details Page. Select the plus sign box icon to the right of t...

Add Approvers to a Dispatch

Module How Tos Dispatch Module How Tos (Specialized Su...

To add approvers to a dispatch, open the specific dispatch you wish to add approvers to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page. Approval can be ...

Add Assets to a Dispatch

Module How Tos Dispatch Module How Tos (Specialized Su...

To add assets to a dispatch, open the specific dispatch you wish to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page. Assets can be added to a dispatch by...

Add Certifications to a Dispatch

Module How Tos Dispatch Module How Tos (Specialized Su...

To add certifications to a dispatch, open the specific dispatch you wish to add certifications to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page. Certif...

Add Distribution Lists to a Dispatch

Module How Tos Dispatch Module How Tos (Specialized Su...

Distribution Lists are the individuals designated to receive a PDF copy of the dispatch orders, sent through the KAStrack Communications Module. They can be pre-defined in the Dispatch Module To add distribution lists to a dispatch, open the specific dispatch...