Control Panel

Assistance for administrators who will be managing the company's KPA site.

Workflows (Video)

WordSmith

Viewing Responses

Viewing / Editing A Response

Sync Your Employee List

Sub-Reports (Video)

Single Sign-On (SSO) (Video)

Scheduled Tasks

Scheduled Reports Overview (Video)

SSO · Okta

SSO · Azure AD Instance

Roles and Permissions (Video)

Roles and Permissions

Question of the Day (QOD) (Video)

Project Tracking and Reporting Overview

Open Task List

OSHA Case Management (Video)

OSHA Case Dataload

Lines of Business (Video)

Job Titles (Video)

Integrating API with Third-Party Services

Integrating API with Google Sheets

Integrating API with Business Intelligence Tools

Hyperlinks Available in Employee Profiles

How to Open a CSV Spreadsheet in Mac Excel Without Losing Leading Zeros

How To Use Data Lists

How To Setup Color-Coded Responses

How To Fix The Browser Security Error

Group Notifications (Video)

Getting Started with SFTP

Form Building Basic (Video)

Form Building Advanced (Video)

Field Offices and Lines of Business Refresh

Field Offices (Video)

Employee Dataloads (Video)

Driver Qualifications (Video)

Dataload (Uploading Spreadsheets of Data)

Dashboard Overview (Video)

Custom Employee Fields

Configuring Spectrum Integration

Configuring Rivet Integration

Configuring Procore Integration

Conditional Workflows (Video)

Companies / Customer (Video)

Build a Workflow (Video)

Billing Management

Audit Logs (Video)

Administering OSHA Case Management

API: Writing (Video)

API: Reading (Video)

API Documentation