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Clicking an action title on the Actions Module Home Page or on an Action Group Summary Page will open an action's Details Page. To the left of the action title on the asset's Details Page header row, an icon indicates the action's workflow status. To the ri...

To delete a shared certification report in the Reports Module, open the Reports Page in the People Module on the Main Menu. Open the Shared Reports Tab. The Delete Report column of the Current Shared Reports Table houses a clickable red Delete link. Click ...

To send a shared certification report via email, open the Reports Page in the People Module from the Main Menu. Select the Shared Reports Tab. Click the title of the shared report you wish to email, opening a specific Shared Report Page. Input the email...

To update assigned certification records directly from the Matrix Table, open the Matrix Page of the People Module from the Main Menu. When the Matrix Page is initially opened, it is in a collapsed view. Expand the view as need to identify the relevant user...

To access a user's roles and certifications report QR Code, open the Users Page in the People Module on the Main Menu. Click the three-dot icon to the right of the specific user's name in the User Table opening the User Table Context Menu. Select "QR Code (...

To edit a supervised user's account information from within the People Module, open the Users Page in the People Module on the Main Menu. Click the three-dot icon to the right of the specific user whose account information you wish to edit, opening the Users T...

Designating an individual as a hidden user hides their User Roles and Certifications Report within the People Module. When reports are run on all users in the Reports Module, hidden users will be included in the report. To designate an individual as a hidden ...

To make a hidden user a visible user, open the Users Page in the People Module on the Main Menu. Click the "Include Hidden Users" checkbox so that the hidden user will be visible on the Users Table. Click the three-dot icon to the right of the user's name w...

To reset a user's Roles and Certifications Report QR Code, open the Users Page in the People Module from the Main Menu. Click the three-dot icon to the right of the user's name whose QR Code you want to reset opening the User Table Context Menu. Select "Res...

To view a User's Roles and Certifications Report, open the Users Page in the People Module from the Main Menu. Click the three-dot icon to the right of the user whose roles and certifications report you wish to view. Select "User Report" from the context me...

Candidate Users are users who, based on their current completed Certifications and the Certification Requirements for this role, would be valid (green status) if they were added to this Certification Role. Candidate Users are identified by KAStrack and shared ...

To remove a certification role from a company, select Companies in the People Module on the Main Menu to open the Companies Page. Click on the name of a company you wish to remove a certification role from. Clicking on the name of a Company will open the co...

To permanently delete a certification role, select the Roles in the People Module from the Main Menu to open the Certification Roles Page. Identify the certification role you wish to permanently delete and click the “View/Edit (#)” clickable link associated...

One of the possible required activities for a certification is to require acknowledgement of a document or video. Acknowledge Document / Video is a context menu open as well as a button in the Activity column on a user's My Certifications Tab on the My Acc...

One of the possible required activities for a certification is to require a form to be submitted or a payment to be made. Complete Form or Payment is a context menu open as well as a button in the Activity column on a user's My Certifications Tab on the My...

One of the possible required activities for a certification is to require a user to take a course. Take Course is a context menu open as well as a button in the Activity column on a user's My Certifications Tab on the My Account Page of the People Module. ...

Supervisors and admins can access a supervised user's certification History Modal by opening the User Certification Tab on specific user's Certifications Details Page. Select the name of the relevant user from the Users Page to open the user's Certifications D...

To send a user an email notification regarding a specific certification, you must open the supervised user's Certifications Details Page. To do so, select Users in the People Module from the Main Menu. Click the name of the relevant user on the Users Table ...