KPA Flex Support Articles & Videos

Task Management

• Task Management

Getting Started with KPA Flex

• IT Information - Whitelisting Requirements
• Getting Started Guide
• Getting Started Guide (SSO)
• Getting Started Guide Training Only Site
• Getting Started Guide Training Only Site (SSO)
• How to Fix the Browser Security Error

Notification / Reporting Settings

• Form Notifications (Video)
• Scheduled Reports Overview (Video)
• Company / Customer Notifications (Video)
• Message / Notification Settings (Video)
• Message / Notification Settings
• iPhone/Android App Alert Settings

IT Information

• Whitelisting Requirements
• API Documentation
• Sync Your Employee List via API/SFTP
• API: Reading (Video)
• API: Writing (Video)
• Integrating API with Business Intelligence Tools

Home Page / Dashboards

• Customize Your Dashboard (Video)
• Open Task List

Employee Section

• Employee Section Overview
• Sending Welcome Emails to Login (Video)
• Adding and Terminating Users (Video)
• Auto-Populate Employee Data On Forms (Video)
• Employee Dataloads (Video)
• Employee Profile / Custom Fields (Video)

Forms

OSHA Case Management

• OSHA Case Management (Video)
• OSHA Case Historical Dataload
• OSHA Calculation Breakdown

Training

• Scheduling & Assigning Training (Video)
• Training Status Report (Video)
• Marking Training Complete (Video)
• Trainings Page Folders & Search Functionality
• Composed Trainings
• Customizable Lesson Translation (Video)

Lessons

• Creating a Lesson
• Deep Linking Lessons
• Importing Lessons (Video)
• Question of the Day (QOD) (Video)
• SCORM / AICC Files in a Lesson
• Translate Customizable Lessons (Video)

Equipment

• Adding Equipment
• Adding Equipment Inspections (Video)
• Assigning Equipment Inspections
• Forms to Equipment Mapping (Video)
• QR Codes for Equipment (Video)
• Scheduled Reports Overview (Video)

Project Tracking

• Project Tracking and Reporting Overview

Resources

• Resources (Video)
• Resources within Forms

Control Panel

Safety Data Sheets (SDS) Manager

• Uploading your own SDS (Video)
• Search the SDS Online Library
• SDS Manager (Video)
• Editing SDS

Compliance Calendar

• Compliance Calendar (Video)
• Adding Compliance Calendar Events

Contractor Management

• Contractor Management – Contractor Admin and Employee Portals
• Submitting on Behalf of Your Contractor – Contractor Management
• Contractor Management Overview
• Adding a Contractor to Dashboard
• Contractor Management Auto Approvals
• Contractor Management Document Upload Requirement

Driver Qualifications

• Driver Qualifications (Video)

Analysis

• Open Task Report
• Multi-Form Response Report

iOS & Android Apps

• Forms Offline Access within the App (iOS/Android)
• Camera Permissions (iOS / Android)
• Cellular Data Usage (iPhone and Android)
• Install the App (iOS / Android)
• Location Accuracy (iOS / Android)
• Location Permissions (iPhone / Android)

Single Sign-On (SSO) Setup

• How to Setup SSO
• SSO Setup · Azure AD
• SSO Setup · Okta

API / SFTP

• API Documentation
• SFTP Setup
• Sync Your Employee List via API/SFTP
• Integrating API with Business Intelligence Tools
• Integrating API with Google Sheets
• Integrating API with Third-Party Services