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Complete List of Forms Module How Tos
Complete List of Integration Module How Tos
Complete List of Inventory Module How Tos
Complete List of Reports Module How Tos
Complete List of Site Setting Module How Tos
Add a Custom / Additional User Account Information Field
To add a user account information field, open the Account Fields Tab in the Site Settings Module from the Main Menu. Click the "Add a Field" clickable link above the Custom / Additional User Account Information Fields opening the Add Field Modal. Input t...
Edit a Custom / Additional User Account Information Field
To edit a custom user account information field, open the Account Fields Tab in the Site Settings Module from the Main Menu. Custom Fields show in the Additional User Account Information Fields Table. Click the Edit button in the Action column of the table ...
Delete a Custom / Additional User Account Information Field
To delete a custom user account information field, open the Account Fields Tab in the Site Settings Module from the Main Menu. Custom account fields show in the Additional User Account Information Table. Select the clickable "Delete" link in the actions col...
Edit Permissions for System User Account Information Fields
To edit the permissions associated with system user account information fields, open the Account Fields Tab in the Site Settings Module from the Main Menu. System User Account Information Fields are displayed in the first table. Select the Permissions butto...
How To Hyperlink Glossary (organized by Module)
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'...
Add a New Manufacturer
To add a new manufacturer, open the Manufacturer Tabs on the Settings Page in the Assets Module from the Main Menu. Select the Add Manufacturer button opening the New Manufacturer Modal. Input the name of the new manufacturer and click the "Save" button....
Add Actions to a Dispatch
To add actions to a dispatch, the action group template being linked to the dispatch must already have been created. How To: Create a New Action Group Template To add actions to a dispatch, open the specific dispatch you wish to add an action to. Go to the...
Add Dispatch Locations to the Locations Database Form
To add dispatch location entries to the locations database form in the Dispatch Module, 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 dis...
Complete Payment for a Required Certification
To complete a payment for a required certification, open the My Certifications Tab on the My Account Page in the People Module from the Main Menu. The certification that required a payment will be visible in the Outstanding Requirements Table. Select the Co...
Decline a Submitted Certification Pending Approval
To decline a submitted certification that is pending approval, open the Pending Approvals Tab on the Submission Page of the People Module from the Main Menu. Any certifications pending approval will be displayed in the Submitted Certifications Table. Click...
Defer a Certification for a Specified User
To defer a specific certification for a supervised user, open the Users Page of the People Module from the Main Menu. Click the name of the user whose certification you want to defer opening the user's Certifications Details Page. The Certifications Table w...
Indicate a Required Cannot be Deferred
To indicate that a required certification cannot be deferred, open the Users Page of the People Module from the Main Menu. Click the name of the user whose certification you want to indicate cannot be deferred opening the user's Certifications Details Page. ...
Indicate a Required Certification is Not Applicable to a Specified User
To indicate that a required certification is not applicable to a specified user, open the Users Page of the People Module from the Main Menu. Click the name of the user whose certification you want to indicate is not applicable opening the user's Certification...