Help & Support
- All
- API
- Compliance Calendar
- Control Panel
- Dashboard
- Developers
- Driver Qualifications
- Employees
- Equipment
- Forms
- Getting Started
- iOS & Android Apps
- Lesson Designer
- My Profile
- Notifications
- OSHA Case Management
- QR Codes
- Recent Updates
- Resources
- SDS Manager
- SSO
- Training
- Video Guides
- Workflows
API
Compliance Calendar
How to add tasks, view events, close action items, etc.
Control Panel
Assistance for administrators who will be managing the company's KPA site.
- OSHA Case Dataload
- Sync Your Employee List
- API Documentation
- OSHA Case Management (Video)
- Audit Logs (Video)
- Workflows (Video)
- Getting Started with SFTP
- Conditional Workflows (Video)
- Employee Dataloads (Video)
- Dataload (Uploading Spreadsheets of Data)
- Integrating API with Third-Party Services
- Build a Workflow (Video)
- Activate Your Custom Dashboard
- Integrating API with Business Intelligence Tools
- Integrating API with Google Sheets
- Single Sign-On (SSO) (Video)
- SSO · Okta
- SSO · Azure AD Instance
- Scheduled Tasks
- How to Open a CSV Spreadsheet in Mac Excel Without Losing Leading Zeros
- Driver Qualifications (Video)
- Administering OSHA Case Management
- How To Fix The Browser Security Error
- Question of the Day (QOD) (Video)
- Scheduled Reports Overview (Video)
- How To Setup Okta Single-Sign On With KPA Flex
- Billing Management
- Job Titles (Video)
- Field Offices (Video)
- Lines of Business (Video)
- WordSmith (Video)
- Group Notifications (Video)
- Roles and Permissions (Video)
- How To Setup Color-Coded Responses
- Sub-Reports (Video)
- API: Reading (Video)
- Roles and Permissions
- Custom Employee Fields
- How To Use Data Lists
- API: Writing (Video)
- Viewing Responses
- Open Task List
- Form Building Basic (Video)
- Form Building Advanced (Video)
- Dashboard Overview (Video)
- Viewing / Editing A Response
- Companies / Customer (Video)
Dashboard
How to build build and manage widgets for the dashboard display.
Developers
Information on using the API to read or write data, along with other developer-specific tools such as automated SFTP dataloads.
- Sync Your Employee List
- API Documentation
- Getting Started with SFTP
- Employee Dataloads (Video)
- Dataload (Uploading Spreadsheets of Data)
- Integrating API with Third-Party Services
- Integrating API with Business Intelligence Tools
- Integrating API with Google Sheets
- Single Sign-On (SSO) (Video)
- SSO · Okta
- SSO · Azure AD Instance
- Deep Linking Lessons
- Deep Linking Forms / Pre-Filling Fields
- API: Reading (Video)
- API: Writing (Video)
Driver Qualifications
Employees
How to manage employee profiles and logins including running reports, viewing employee information, terminating profiles, and more.
- Welcome Emails (Video)
- Supervisor, Manager, HSE, and Mentor on Employee Profiles (Video)
- Employee Dataloads (Video)
- ISN Number on Employee Profiles (Video)
- QR Codes for Employees / Equipment (Video)
- Employee Section
- Roles and Permissions (Video)
- Roles and Permissions
- Custom Employee Fields
- Adding / Terming Employees (Video)
- Employee Profile / Custom Fields (Video)
- The Search Bar (Video)
Equipment
How to manage equipment, inspections, and custom forms for equipment.
Forms
A set of guides for creating, managing, and viewing reports (aka forms).
- Forms Folders and Library
- Resources attached in form
- Group Signature Field
- Auto-populate Employee Profile Fields in Form
- QR Codes for Forms
- Equipment Inspection Forms
- Forms More Button (Video)
- OSHA Case Management (Video)
- Workflows (Video)
- Forms to Training Mapping (Video)
- Conditional Workflows (Video)
- Restricting Allowed File Types on Form Attachments
- How to Use the Privacy Lock on Form Responses
- Build a Workflow (Video)
- Equipment Inspection Scheduling (Video)
- Deep Linking Forms / Pre-Filling Fields
- Administering OSHA Case Management
- Forms to Equipment Mapping (Video)
- Calculation Fields in Forms (Video)
- Scheduled Reports Overview (Video)
- Group Notifications (Video)
- How To Setup Color-Coded Responses
- Sub-Reports (Video)
- Follow-Ups (Video)
- How To Use Data Lists
- Pulling and Analyzing Form Responses (Video)
- Viewing Responses
- Submitting Forms and Reports (Video)
- Form Building Basic (Video)
- Form Building Advanced (Video)
- Viewing / Editing A Response
- Notification Settings (Video)
- How Follow-Ups Works
Getting Started
A set of guides for new employees to learn about the KPA website and apps.
iOS & Android Apps
FAQ and help resources for the KPA iPhone, iPad, and Android apps.
- Send PDF Report from Mobile App
- Camera Permissions (iOS / Android)
- Cellular Data Usage (iPhone and Android)
- Viewing Resources (iPhone / Android)
- Install the App (iOS / Android)
- Location Accuracy (iOS / Android)
- Troubleshooting (iPhone / Android)
- iPhone, iPad, and Android Apps (Video)
- Getting Started (iPhone / Android)
- Location Permissions (iPhone / Android)
- Managing Alert Settings (iPhone / Android)
Lesson Designer
My Profile
Information on setting up your account, preferences, notifications, etc.
Notifications
Instructions for setting up notifications and having them sent to your device.
QR Codes
Guides related to the equipment, employee, forms and SDS QR Codes.
Recent Updates
Featuring updates to KPA
Resources
How to view, upload, and manage resources (such as pdfs or other documents).
SDS Manager
A guide for how to build and manage your SDS inventory.
Training
Information on setting up and managing training, lessons, and credentials.
- OSHA 10-Hour and 30-Hour Training
- Assigning Training (Video)
- Group Trainings (Video)
- One-Off Trainings (Video)
- Forms to Training Mapping (Video)
- Adding Instructions for Training Tasks (Video)
- Translate Customizable Lessons (Video)
- Signature Required Option for Training (Video)
- Question of the Day (QOD) (Video)
- Scheduled Reports Overview (Video)
- Composed Trainings
- Marking Training Complete
- Rolling vs Window Training Schedules
- The Search Bar (Video)
Video Guides
Video-based walk-throughs of various KPA modules.
- Forms Folders and Library
- Resources attached in form
- Group Signature Field
- Auto-populate Employee Profile Fields in Form
- QR Codes for Forms
- Compliance Calendar (Video)
- SDS Manager (Video)
- Assigning Training (Video)
- Forms More Button (Video)
- Group Trainings (Video)
- Welcome Emails (Video)
- One-Off Trainings (Video)
- Audit Logs (Video)
- Workflows (Video)
- Forms to Training Mapping (Video)
- Supervisor, Manager, HSE, and Mentor on Employee Profiles (Video)
- Adding Videos in the Lesson Designer (Video)
- Conditional Workflows (Video)
- Employee Dataloads (Video)
- Build a Workflow (Video)
- Uploading your own SDS (Video)
- Equipment Inspection Scheduling (Video)
- Driver Qualifications (Video)
- Adding Instructions for Training Tasks (Video)
- Translate Customizable Lessons (Video)
- Importing Lessons (Video)
- Turning a PowerPoint into a Lesson (Video)
- Signature Required Option for Training (Video)
- ISN Number on Employee Profiles (Video)
- Forms to Equipment Mapping (Video)
- Calculation Fields in Forms (Video)
- Question of the Day (QOD) (Video)
- Upcoming Anniversaries (Video)
- Job Titles (Video)
- Employee Section
- Field Offices (Video)
- Lines of Business (Video)
- WordSmith (Video)
- Roles and Permissions (Video)
- Short Service Employee (SSE) / New Hire Evaluations (Video)
- Sub-Reports (Video)
- Resources (Video)
- API: Reading (Video)
- Follow-Ups (Video)
- API: Writing (Video)
- Pulling and Analyzing Form Responses (Video)
- Submitting Forms and Reports (Video)
- iPhone, iPad, and Android Apps (Video)
- Form Building Basic (Video)
- Adding / Terming Employees (Video)
- Employee Profile / Custom Fields (Video)
- Form Building Advanced (Video)
- Companies / Customer (Video)
- Notification Settings (Video)
- The Search Bar (Video)
Workflows
How to build and manage workflows.
