KPA Flex Support Articles & Videos

Getting Started with KPA Flex

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

Notification / Reporting Settings

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

Home Page / Dashboards

• Customize Your Dashboard (Video)
• Open Task List

Employee Section

• Upcoming Anniversaries (Video)
• Employee Section Overview
• Employee Profile / Custom Fields (Video)
• Sending Welcome Emails to Login (Video)
• Adding and Terminating Users (Video)
• Employee Dataloads (Video)

Forms

• Forms Folders & Library
• Forms to Training Mapping (Video)
• Forms to Equipment Mapping (Video)
• Group Notifications (Video)
• Pulling & Analyzing Form Responses (Video)
• Submitting Forms and Reports (Video)

Workflows

• How to Build a Workflow
• Workflow Video
• Conditional Workflows (Video)
• Workflow Report

OSHA Case Management

• Administering OSHA Case Management
• OSHA Case Management
• OSHA Case Management (Video)
• OSHA Case Management (Video)
• OSHA Case Dataload

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

• Adding Videos in the Lesson Designer (Video)
• Importing Lessons (Video)
• Creating a Lesson
• Adding Videos into a Lesson
• YouTube and Vimeo Permissions
• Turning a PowerPoint into a Lesson (Video)

Equipment

• Assigning and Inspecting Equipment
• Equipment and Inspections
• Equipment Inspection Forms
• Equipment Inspection Scheduling (Video)
• Forms to Equipment Mapping (Video)
• QR Codes for Employees / Equipment (Video)

Project Tracking

• Project Tracking and Reporting Overview

Resources

• Resources (Video)
• Resources attached in form

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 Overview
• Adding a Contractor to Dashboard
• Contractor Management Auto Approvals
• Contractor Management Document Upload Requirement
• Contractor Management Form Requirements
• Contractor Management Policy Signoff Requirement

Driver Qualifications

• Driver Qualifications (Video)

Analysis

• Multi-Form Response Report

iOS & Android Apps

• Camera Permissions (iOS / Android)
• Cellular Data Usage (iPhone and Android)
• Install the App (iOS / Android)
• Location Accuracy (iOS / Android)
• Location Permissions (iPhone / Android)
• Managing Alert Settings (iPhone / Android)

Single Sign-On (SSO) Setup

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

API / SFTP

• API Documentation
• Getting Started with SFTP
• Integrating API with Business Intelligence Tools
• Integrating API with Google Sheets
• Integrating API with Third-Party Services
• Employee Dataloads (Video)