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To use a communications template, the template must first be created. WIKI LINK HOW TO: CREATE A NEW COMMUNICATIONS TEMPLATE To use a pre-existing communications template, go to the Send Communications Page in the Communications Module. Select the page ico...

To create a new calendar event, open the Home Page of the Calendar Module. Select the “New Event” button on the left-hand side above the mini-monthly calendar view. This opens the New Event Modal. Input the title of the new event. Select whether the ...

The Calendar Home Page has one default filter, All Events, that includes all meetings, events, assets, and documents available to the user on the calendar. The default filter shows below the Calander header. Making any changes from the current view of the f...

To create a customizable module level in the Calendar Module, go to the Module Level Tab on the Settings Page. Select the “New Module Level” button opening the New Module Level Modal. Input the new Module Level Name. Select “Save and the new Module level ...

To delete a calendar filter, go to the Home Page of the Calendar Module. All existing filters show in a horizontal row under the calendar header. Select the edit icon above the calendar. The edit filter icon is located on the far right of the horizontal row...

To edit a calendar filter, go to the Home Page of the Calendar Module. All existing filters show in a horizontal row under the calendar header. Select the edit icon above the calendar. The edit icon is located on the far right of the horizontal row of exist...

To add an access level for an individual user, go to the Active Tab on the Accounts Page of the Accounts Module. This tab is also accessible from the Main Menu. There are three ways to add an access level for a user from the Active Tab. You can also update ...

To archive an account, open the Active Tab on the Accounts Page in the Accounts Module. Click the three dot (…) icon next to the user in the Active Accounts Table, opening the context menu. Select “Archive Account”. Selecting “Archive Account” from the con...

Before bulk importing several new accounts, be sure that your organization has customized the account information fields to meet your needs. WIKI LINK TO ACCOUNT FIELDS TAB: SITE SETTINGS Once your account information preferences have been established in the S...

To create a new channel on a user’s account, go to the specific user’s Account Info: (User Name) Page in the Accounts Module for the individual you wish to create a new channel for. Select the “My Channels” tab at the bottom of the Account Info: (User Name)...

By default, a user logging in to KAStrack will be taken to the Dashboard Module. The Home Page field allows a user to designate the URL within KAStrack of their preference. To customize your KAStrack Home Page and open your user account to a page other than D...

To deactivate an account, open the Active Tab on the Accounts Page in the Accounts Module. Click the three dot (…) icon next to the user in the Active Accounts Table, opening the context menu. Select “Deactivate Account” from the context menu, opening a Con...

To delete a channel, go to the specific user’s Account Info: (User Name) Page in the Accounts Module for the individual’s channel you wish to delete. Click the three dot (…) icon located on the right of the desired channel. The context menu has two options...

To edit a channel on a user’s account, go to the specific user’s Account Info: (User Name) Page in the Accounts Module for the individual’s channel you wish to edit. Click the three dot (…) icon located on the right of the desired channel. The context menu...

To edit an individual user’s supervisor in KAStrack, go to the Active Tab on the Accounts Page of the Accounts Module. This tab is also accessible from the Main Menu. There are three ways to edit a supervisor from the Active Tab. You can also update multipl...

To edit your email alert preferences, open the Notifications Tab on the My Accounts Page in the Accounts Module. This tab is also accessible from the Main Menu. Select the “Send Me Email Alerts” checkbox opening the selections to be made for customization. ...

Editing Your Individual Email Report Preferences To edit your email report preferences, open the Notifications Tab on the My Accounts Page in the Accounts Module. This tab is also accessible from the Main Menu. Select the “Send Me Regular Email Reports” ch...

To edit your own account information, select the Account Info Tab on the My Accounts Page of the Accounts Module. The Account Info Tab can also be accessed from the Main Menu or by clicking your username in the top right corner of the site and then choosing My...

Open the Export Tab on the Accounts Page in the Accounts Module. There are two checkboxes that allow for customization of your export. Both or neither can be included. Select “Include archived accounts in export” to include archived accounts in your export...

To manually approve user registrations, open the Registrations Tab on the Accounts Page in the Accounts Module. Approvals/Verifications only show on the Registrations Tab when an individual manually registers themselves. Selecting any checkbox in a row open...