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Attendance Module
Hang Tight! The Tech Team is building a base form enabling you to customize your own Attendance Log.
Edit a Speed Dial
To edit an existing Speed Dial, go to the Dashboard Module and select the dashboard you wish to make speed dial edits on. The most efficient way to edit a speed dial is from its current placement. Refer to the table below to identify how to access the “Edit” ...
Dispatch Module
Hang Tight! The Tech Team is building a base form enabling you to customize your own Dispatch.
Delete a Speed Dial
To delete a speed dial, go to the Dashboard Module and select the dashboard you wish to make speed dial edits on. The most efficient way to delete a speed dial is from its current placement. Refer to the table below to identify how to access the “Edit” option...
Finance Module
Unpin a Widget or Speed Dial from the Dashboard
To unpin a widget from the dashboard, go to Dashboard Module and select the specific Dashboard you wish to edit. Click the vertical triple dot icon in the top right-hand corner of the widget. Doing so opens a dropdown menu (options on the dropdown ...
Inventory Module
Hang Tight! The Tech Team is building a base form enabling you to customize your own Inventory.
Remotes Module
The Remotes Module is a purpose-specific module that allows for establishment of a top-down association between a parent domain and one or many subdomains. This module enables a parent domain to maintain their own private information and userbase, while still ...
Documents Module
Actions Module
This book is currently under construction.
List of Dashboard Module How Tos
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Reports Module
Add Forms to the Forms Module Summary Widget
To add a specific form so that it is displayed on the Forms Module Summary dashboard widget, go to the Form you want included on the Home Page of the Forms Module. Select the three-dot icon opening the Forms context menu. Select “Edit Form” opening the Edit...
Module How Tos
This book contains the how to's for all system functionality modules: Accounts, Calendar, Communications, Dashboard, Site Settings, and Tags.
Robert Test Page
This is a code block: Reports Module Home Page Icon ExplanationsIconExplanationThe star icon stars a report (marking the report as important). This acts as an additional filter, as you can filter by “Starred Only” on the Reports Home Page.The excel icon wil...
New Page
Comments Module
The Comments Module is an internal support module that allows other modules to quickly incorporate a comment feature. Users don’t have access to the module directly but would use it when a supported module incorporates it. As it functions as a helper module ...
How To Table of Contents
Each Suite is a separate chapter, and every page within the chapter contains a comprehensive list of How To's existing for that module.
Essentials Suite: Accounts Module
Add an Access Level for an Individual Archive a User Account Bulk Import Account Information Create a New Channel Customize Your Default KAStrack Login Screen Deactivate a User Account Delete a Channel Edit a Channel Edit an Employee's Supervisor - us...
Essentials Suite: Calendar Module
Create a New Calendar Event Create a New Calendar Filter Create a New Module Level (Calendar Module) Delete a Calendar Filter Edit a Calendar Filter