Book Navigation
- Platform Frequently Asked Questions (FAQs)
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System Administrator
2 Pages
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Admin Portal (Dashboard)
4 Pages
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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?
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Reporting
7 Pages
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Pre-Register
4 Pages
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Site Locations
5 Pages
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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?
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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?
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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?
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Kiosk Sign In and Out
2 Pages
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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?
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Using the App
1 Page
System Settings
How to manage the system settings
How do I add a new system user?
From the Admin Dashboard, click the System Settings tile. Then click the System Users tile. ...
How do I bulk upload multiple admin users and/or hosts?
From the Admin Dashboard, click the System Settings tile. Then click the System Users tile. ...
How do I view the user permissions matrix?
From the Admin Dashboard, click the System Settings tile. Then click the System Users tile. ...
How do I delete a System User?
From the Admin Dashboard, click the System Settings tile. Then click the "System Users" tile...
How do I edit a system user?
From the Admin Dashboard, click the System Settings tile. Then click the "System Users" tile...
A system user has not received or forgotten their login?
From the Admin Dashboard, click the System Settings tile. Then click the "System Users" tile...
Why am I not receiving an email from the TIKS system?
You may need to check your junk or spam email folders if an email or email notification appears t...
What does the “Global Settings” tile do?
From the Admin Dashboard, click the System Settings tile. Then click the "Global Settings" t...
What is the “Activity Log” download?
It is a csv file download of all the system changes noting the change, the date, time and user th...
How do I edit my Profile?
Click on the “Profile” tile from the admin dashboard. This then allows you to view and edit y...
How do I manage my user Profile?
Click on the “Profile” tile. This then allows you to view and edit your TIKS profile. ...