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
Using the App
Downloading and Launching the App. Using the app on site
How do I download the App?
The Visitor App will only be useful to you, once you have been approved as an Individual AND yo...