Platform Frequently As...
Export

Platform Frequently Asked Questions (FAQs)

TIKS Platform Frequently Asked Questions (FAQs). A user guide broken down into the FAQs for the various features of the platform covering their functions, configuration options, etc.

System Administrator

2 Pages

How do I get set up as an Administrator?
I forgot my admin password, what do I do?

Admin Portal (Dashboard)

4 Pages

What are the features of the Top Bar?
What do the charts display on the dashboard home page?
What do the different tiles on the dashboard do?
What is the admin dashboard?

Signed In Report

9 Pages

What is the Signed In Report?
How do I access the Signed In Report?
What does Visit Induction mean?
What does ID mean?
What do the buttons in the Action column do?
How do I find a specific entry in the Signed In Report?
What is the Broadcast SMS feature?
How do I send a Broadcast SMS?
How does a user borrow and return equipment?

Reporting

7 Pages

How do I download reports of site access history?
How do I filter a report for download?
What filtering options are there for reporting?
How do I apply my report filters?
Why are there no results showing?
How do I clear my filters?
How do I close the filter options?

Pre-Register

4 Pages

What is the pre-register function?
How do I pre-register a visitor?
What does my pre-registered visitor receive?
How do I bulk register a group of users?

Site Locations

5 Pages

How do I view Site Location details?
What are the Site Location configuration options?
How do I edit a Site Location settings?
What are the edit site location options?
How do I add a screensaver to my kiosk?

Inductions

6 Pages

How do I add or edit an induction for a site?
What induction file format options are there?
Can I have different induction content for each user type?
Can I have a corporate level induction that is applied to all sites and for all users?
How do I enable the induction/s for a site?
How do I set or update the induction validity period?

Policies

5 Pages

What is the Policies feature?
How do I add a policy to the system for all users to view and acknowledge (a global policy)?
How do I add a policy to view and acknowledge but only for a certain site not all sites (a site specific policy)?
Can I have a policy that is shown for all site visits but also one for a particular site (a global policy and a site specific policy)?
How do I de-activate or re-activate a policy?

System Settings

11 Pages

How do I add a new system user?
How do I bulk upload multiple admin users and/or hosts?
How do I view the user permissions matrix?
How do I delete a System User?
How do I edit a system user?
A system user has not received or forgotten their login?
Why am I not receiving an email from the TIKS system?
What does the “Global Settings” tile do?
What is the “Activity Log” download?
How do I edit my Profile?
How do I manage my user Profile?

Kiosk Sign In and Out

2 Pages

How does a user sign in using a kiosk?
How does a user sign out using the kiosk?

Records

17 Pages

When should I set up my Records requirements for Companies and Workers?
How do you invite a new Contractor Company (when there is no Procore integration)?
How to onboard Individual Workers (no Procore integration)?
Do I have to invite companies when I have a Procore integration?
How to onboard Individual Workers with Procore integration?
How do I set up Records for contracting companies?
What do the record type options do?
When a Company record is activated does it apply to all companies?
How do I set up records for Individual Workers?
What do the options for Individual Worker Records mean?
How does a company administrator log into the portal?
How do I manage Company Records as a Company Admin?
How do I invite Individual Workers as Company Admin?
How do I manage an Individual Workers profile as Company Admin?
How do I register and upload my records as an Individual Worker?
A record doesn't apply to the work I do (company or individual worker)
How long before a record expiry is a reminder email sent out to the company admin?

Using the App

1 Page

How do I download the App?

Search Results Clear Search

Back to top