Site settings To activate your custom dashboard you will need to navigate to CONTROL PANEL > under the HOME SETTINGS > Check the box that says SHOW CUSTOM DASHBOARDS. Keep in mind that checking this box will activate the new dashboard for all users. Be sure to have some widgets available that any type of …
Author Archives: Jade Brainard
Customize Your Dashboard
Dashboard Editor Within the Control Panel>Administration click EDIT DASHBOARD to begin customizing your dashboard display. The EDIT DASHBOARD page will only be available to those users whom have been granted permission to edit the dashboard from the Roles and Permissions. Sample widgets will be available which you can edit or remove. From the Dashboard Editor …
Single Sign-On (SSO) (Video)
KPA EHS supports Single Sign-On (SSO) for authentication via a number of identity providers: Microsoft, Google, Okta, Azure AD, OAuth, and SAML.If you are interested in activating this feature, please reach out to [email protected] to discuss pricing and options. Please note that setting up SSO access requires some technical knowledge, and you will likely need …
Workflow Report
To view the status of completed or in-progress workflows you will access the Workflow Report. Here you can view where the workflow is in the process, initiate follow-ups, print reports and more. View a completed or in-progress workflow Navigate to CONTROL PANEL > FORMS > WORKFLOW REPORT Use the page filters to find a specific …
WordSmith
Now including Equipment! Your organization may use a different terminology than the KPA defaults. For example, you may call it “Locations” instead of “Field Offices”. Or maybe “Assets” instead of “Equipment”. You can use the WordSmith module within KPA to set the terminology for your organization. To set your own terms: Click the “Control Panel” menu …
The Search Bar (Video)
Check out this quick video below to learn more about the Search Bar.