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Mark Individuals Signed In Prior to A Certain Date/Time as Accounted For While in Muster Mode
Once muster mode has been activated, individuals who signed in prior to a specific date and time can be marked as accounted for. To do so, click the “Mark Older Than as Accounted For” button opening the Mark Older Than as Accounted For Modal. Input the d...
Refresh the Currently Signed In Table
To refresh the Currently Signed In Table and reload the data currently shown in the table, open the attendance log you wish to refresh the table for by going to the Home Page of the Attendance Module and clicking the three-dot icon to the right of the attendan...
Refresh the Muster Table while in Muster Mode
Refreshing the Muster table while in muster mode is a beneficial feature, particularly if individuals are using the QR Code or URL Link to account for themselves. To refresh the table, select the “Refresh Table” button. The muster table will automatically ...
Show an Attendance Log on the Main Menu
To show an attendance log on the main menu, open the attendance log and go to the Attendance Module Home Page. All available attendance logs will be visible in the table with a three-dot icon to the right of the attendance log’s name. Click the three-dot icon...
Sign Out an Individual
To sign out an individual from the attendance log, open the attendance log you wish to sign individuals out of by going to the Home Page of the Attendance Module and clicking the three-dot icon to the right of the attendance log’s name, opening the context men...
Sign Out Individuals when In Muster Mode
Once muster mode has been activated, individuals can be signed out rather than accounted for if needed. To do so, select the checkboxes to the left of the individuals you wish to sign out. Selecting the checkbox in the top row will select all entries. Cli...
Sign Out Other Individuals (In Bulk)
To sign out multiple other individuals at one time, open the attendance log you wish to sign individuals out of by going to the Home Page of the Attendance Module and clicking the three-dot icon to the right of the attendance log’s name, opening the context me...
Actions Home Page
The Actions Module Home Page, the Actions Page, lists all open actions associated with a user account. If you have no open actions under the filter conditions applied, the system will state you have no open actions. Hovering the cursor over the page icon t...
Actions Groups Page
Action Groups can be defined as the overarching goal/event/task that is brought to fruition through the completion of the associated actions. Each action must be associated with a specific action group. Action Groups organize actions and defines like settings ...
Actions Templates Page
Selecting Templates from the Main Menu opens the Manage Templates Page that allows for the creation and management of templates that allow a new action group to be populated with action tasks. The creation of templates allows for the quick duplication of repea...
Actions Supervisor Page
If a user account has supervised users with assigned actions, the Supervisor View Page will be visible on the Main Menu enabling ease of hierarchal management. The Supervisor View Page shows the number of actions associated with each action status grouped by u...
Actions Settings Page: Bulk Edit Tab
The Bulk Edit Tab on the Settings Page of the Actions Module allows for the simultaneous management of multiple action groups. If no actions have been created, the page displays four button options: New Action, Edit Selected, Collapse All, and Expand All. A...
Actions Settings Page: Workflows Tab
The Workflows Tab allows a user with admin access level permissions to create and manage the workflows associated with action groups. The Workflows Tab displays the New Workflow button above the Workflow Title Table. How To: Create a New Workflow Selectin...
Actions Settings Page: Budget Approvers Tab
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...
Actions Settings Page: Module Levels Tab
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 ...
Understanding Workflows
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...
An Action Group Summary Page
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...
Understanding the Integration between Action Groups and Finance Module Budgets
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...