Book Navigation
- Platform Frequently Asked Questions (FAQs)
-
System Administrator
2 Pages
-
Admin Portal (Dashboard)
4 Pages
-
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
-
Pre-Register
4 Pages
-
Site Locations
5 Pages
-
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
-
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
Pre-Register
How the pre-register function operates
What is the pre-register function?
This allows you to send the visitor details of their visit, this is a good reminder to the visito...
How do I pre-register a visitor?
Select the Pre-Register tile from the dashboard. Use the pre-register form to pre-register...
What does my pre-registered visitor receive?
A pre-registered visitor will receive an email with their visitor pass details and also a link to...
How do I bulk register a group of users?
The bulk register function is pre-registering a group of visitors all at once, this is useful if ...