Search Results

The Dashboard is comprised of speed dials and widgets. Speed dials allow you to establish links to KAStrack Documents, Forms, and even URLs, so that you can easily access desired webpages (including webpages outside of the KAStrack system). Widgets highlight m...

Module Summary Widget Explanation Table Module Summaries are widgets that summarize all relevant and time sensitive information within specific modules and present it in a condensed format. The widget header in bold identifies the Module being ...

Chart Widget Explanation Table         The widget header in bold identifies the chart title and the chart type.      The vertical three dot icon to the right opens a context menu with the options to View Chart and Unpin. Charts Type and R...

The default dashboard displays eight Widgets: People, Assets, Documents, Forms, Actions, People-Competency, People-Courses, and Meetings. Each widget is a summary of relevant information from that specific module. The placement of these module summaries can be...

To the right of a dashboard title is a vertical three dot menu that opens a context menu with options to Add Widget, Edit, Delete, Manage Speed Dials. Dashboard Context Menu Explanations Option Explanation Image Add Widget Selecting “Add ...

To edit a dashboard, go to the Dashboard Module and select the specific Dashboard you wish to edit.  Select the vertical three dot menu to the right of the Dashboard’s name in the center of the page. Select “Edit”. This opens the Edit Dashboard Modal. ...

To create a new dashboard, click the “+” icon located to the right of any existing dashboard tabs. This opens the New Dashboard Modal. Input the desired title for the new dashboard and select the “Create Dashboard” button. Dashboard names must be u...

To add a module summary widget to the dashboard, go to the Dashboard Module and select the specific Dashboard you wish to add widgets to. Select the “+ Add Widget” button from the right-hand sign of the screen. This opens a modal with three options...

To create a Chart widget, select the Add Widget button (from the top right-hand corner of the page or the dashboard context menu accessed by the vertical three dot icon next to the Dashboard name). This opens the Add Widget modal. Select “Chart” op...

To create a Speed Dial, select the Add Widget button (from the top right-hand corner of the page or the dashboard context menu accessed by the vertical three dot icon next to the Dashboard name). This opens the Add Widget modal. Select “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” ...

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...

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 ...

To add a specific form so that it is displayed on specific user's 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” ...

How To: Add an Access Level for an Individual How To: Archive a User Account How To: Bulk Import Account Information How To: Create a New Channel How To: Create an Individual New User Account How To: Customize Your Default KAStrack Login Screen How To:...

How To: Create a New Calendar Event How To: Create a New Calendar Filter How To: Create a New Module Level (Calendar Module) How To: Delete a Calendar Filter How To: Edit a Calendar Filter

How To: Apply a Notification Template to Existing Accounts How To: Create a New Module Level (Communications Module) How To: Create New Communication Templates How To: Create New Notification Templates How To: Edit Email Report/Alert Notification Setting...

How To: Add a Module Summary Widget to the Dashboard How To: Add Forms to the Forms Module Summary Widget How To: Create a Chart Widget How To: Create a New Dashboard How To: Create a Speed Dial Delete a Speed Dial How To: Edit a Dashboard How To: E...