Flex users can now manage a project list in a dedicated, standalone area within the Control Panel. Once projects are added to Flex, they can be associated to equipment profiles, employee profiles, and added as select fields within Forms. Users can leverage filtering to see what equipment and/or employee is associated to what project as …
Category Archives: Help
Field Offices and Lines of Business Refresh
Explore the enhanced features on our updated Field Offices and Lines of Business pages, accessible through Control Panel Efficient Search Swiftly locate specific lines of business and field offices using the new search box at the top of the page. Conduct keyword searches for precise results, ensuring you fin exactly what you need in moments. …
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Training Page Redesign
Explore the enhanced features on our updated Trainings page for a smoother user experience. Organize with Folders Easily manage your training folders by accessing the Training tab in the main navigation panel. Rearrange folders effortlessly using the double arrow icon, allowing alphabetical sorting or personalized order. Efficient Search Functionality Locate specific trainings swiftly with the …
Send PDF Report from Mobile App
Customers using the KPA Flex mobile apps can send a PDF report of any form submission directly from the mobile app. How-to video: Step by step instructions: 2. Click on the specific record (form submission) that you wish to share a PDF report of 3. Click the Email PDF Report button 4. Enter the email …
OSHA Case Dataload
Need to upload multiple OSHA cases without using the OSHA Recordable Incident form for each event? OSHA Cases can now be imported in batch via a Dataload, including cases from years past. To import historical OSHA cases, follow the below steps. NOTE: Before you add any historical OSHA Case information via spreadsheet, you need to …
Sync Your Employee List
It’s easy to manually create and update employee profiles within KPA Flex, but many companies wish to automate this process. For example, you probably have an HR system with employee details like name, employee number, email address, etc. Typically you’ll want to sync this data with KPA Flex weekly, daily, or even several times a …
Forms Folders and Library
The forms landing page and forms library has been redesigned to allow you to quickly view, edit and manage your forms. Folders By clicking on the Forms tab within the main navigation panel you will now see a list of your form folders to the left of the page. Form folders can be re-organized using …
Resources attached in form
A new feature has been added to the Attachment field type which allows users to source document attachments within a form from the Resources library rather than attaching the document from the desktop. To source a Resource document within a form complete the following steps. Here you can select the Attachment Method to “Select from …
Group Signature Field
A new field type is now available within the KPA EHS Form Editor called Group Signature. The Group Signature field will enable multiple signatures to be captured for group participation activities such as Toolbox Talks, JHA Reviews, Group Training, etc. To add a Group Signature field within a form you will do the following. Once …
Auto-populate Employee Profile Fields in Form
Employee profile information can now be auto-populated onto forms within KPA EHS. Increase efficiency of completing necessary form information by pulling data related to an employee directly from the employee profile. To select the employee information that should auto-populate within a form follow the steps below.