Activate Your Custom Dashboard

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 …

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 …

Integrating API with Business Intelligence Tools

Many companies wish to integrate KPA Flex data into their own dashboards or BI tools. KPA Flex makes this possible through the KPA Flex API. https://api.kpaehs.com The API contains documentation on getting connected, making a request, available endpoints, code samples, a sandbox, and more. Using the KPA Flex API, your company can pull JSON or …

Integrating API with Google Sheets

Companies often wish to import KPA Flex data into their own dashboards or databases. This is made possible through the KPA Flex API. In this example, we’ll share how to automatically sync KPA Flex data into a Google Sheets document. STEP 1) GET A TOKEN STEP 2) WHICH FORM DO YOU WANT? STEP 3) CREATE …

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 …

SSO · Okta

Note* At this time, SSO can only be used for authentication. We do not provision profiles through SSO. We will need 3 pieces of information. Overview Create App Integration Under Applications click Create App Integration Copy required information Configure dashboard app Enable this whenever you are ready to expose the KPA EHS app to your …

SSO · Azure AD Instance

Note* At this time, SSO can only be used for authentication. We do not provision profiles through SSO. To setup a specific Azure AD Instance we will need the following Overview 1. Register Application From “All Services” select “All” then scroll to “Azure Active Directory” Under “App registrations” select “New registration.” Fill out a new …

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 …

Deep Linking Lessons

This guide walks through linking to a KPA EHS lesson from another app or website when the link is clicked. Linking to a KPA EHS Lesson You can link to a KPA EHS lesson from the lessons page by right-clicking the “Preview” button and choosing “Copy Link Address”: https://acme.kpaehs.com/lessons/learn/137551 In some cases, you may prefer …

Deep Linking Forms / Pre-Filling Fields

This guide walks through linking to a KPA EHS form from another app or website and pre-setting values on the form when the link is clicked. Linking to a KPA EHS Form You can link to a KPA EHS form by right-clicking the “Fill Out” button and choosing “Copy Link Address”: https://acme.kpaehs.com/forms/responses/new/6512 In some cases, …