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To delete a certification that is pending approval, open the Pending Approvals Tab on the Submissions Page of the Main Menu. Click the three-dot icon to the right of the user's name in the Submitted Certifications Table opening a context menu. Select De...

To attach a file or link to a supervised user's certification, open the Users Page in the People Module and click the name of the user whose certification you want to attach a file or link to, opening the user's Certifications Details Page. Click the certif...

To edit a supervised user's certification completion or expiration dates, open the Users Page in the People Module and click the name of the user whose certification you want to attach a file or link to, opening the user's Certifications Details Page. Click...

To assign a certification to users independent of a required certification role, open the Certifications Page in the People Module from the Main Menu. Click the name of the certification you wish to assign to users opening the Certification Details Page. ...

If competency tracking is enabled for your KAStrack installation, you can define the Competency Settings for a Certification Role while creating or editing the role. Competency allows your organization a way to track users’ fitness / competence to be assigned ...

To delete a certification, open the Certifications Page in the People Module from the Main Menu. Click the name of the certification in the Certifications Table to open the certification's details page. Select the “Edit Certification” button to open the Edi...

To edit the details of a certification, open the Certifications Page in the People Module from the Main Menu. Click the name of the certification whose details you wish to edit opening the Certification Details Page. Select the “Edit Certification” button t...

There are three tables in the Accounts Module than can be customized for your organization's specific needs. The Active Accounts Table (on the Active Tab of the Accounts Module), the Archived Accounts Table (on the Archived Tab of the Accounts Module), and ...

There are three tables in the People Module than can be customized for your organization's specific needs. The Users Table (on the Users Page of the People Module), the Users Assigned to a Role Table (on the Assigned Users Tab of a certification role's Deta...

There are two tables in the Finance Module than can be customized for your organization's specific needs. The Active Budgets Table (on the Active Tab of the Budgets Page of the Finance Module), the Budget Items per Budget Table (on a specific budget's Detai...

To delete a form aggregation, open the Home Page of the Forms Module from the Main Menu. Click the Form Aggregation button opening the Form Aggregation Page. Click the three-dot icon to the right of the aggregation title opening the Aggregation Context M...

To edit a form aggregation, open the Home Page of the Forms Module and click the Form Aggregation beneath the page header. This opens the Form Aggregation Page. Click the three-dot icon to the right of the aggregation you wish to edit opening the Aggrega...

Version 11.7.0 (1/24/2026)New FeaturesAccounts: Added ability to redirect users to a specific URL after creating an account via a registration profileCommunications: Added a QR Codes page where users can create and manage QR Codes that can redirect those...

Each file added to the Documents Module will have its own Details Page. The header of the file's Details Page displays the file title and the file's location in the documents module. A file's Details Page is comprised of five tabs: Preview, Actions, Detail...

To access a QR Code/Link for a file in the Documents Module, open the Document Module Home Page from the Main Menu and navigate your folders to access the desired file. Access will only be given to users who have permission to view the file unless the docume...

To access a QR Code/Link for a folder in the Documents Module, open the Document Module Home Page from the Main Menu and navigate your repository to access the desired folder. Access will only be given to users who have permission to view the folder unless t...

To acknowledge a document/file, open the Actions Tab on the Review Page in the Documents Module from the Main Menu. Scroll down to the Acknowledgements Section of the Actions Tab. Click the vertical three-dot icon to the right of the file to open the Acknow...