| Term | Meaning |
|---|---|
| Form (template) | A reusable form that bundles precautions, personal protective equipment (PPE), and special notices. If you have completed a Safetics risk assessment, you can load those survey items into the form. |
| TBM send (session) | A single actual send of a form to a specific group on a specific date. Tip: If each team or group needs its own form but the content stays the same every time you send it, creating a separate form for each saves work. |
| Scheduled / Sent | Scheduled → Not sent yet: can be edited or deleted. Sent → Already delivered: read-only; only the push notification can be resent. |
| Worker / external worker | Worker: a regular member who belongs to the org chart (company → plant). External worker: a day laborer who joins TBMs with a plant-specific access code. |
| Dispatch | A feature that invites people from another organization or plant to your site’s TBMs. Marked with a purple “Dispatch” badge in the list. Not the same concept as an external worker. |
| Three permission levels | Admin: full control (including Settings) > Manager: TBM and worker management > Worker: no web access (mobile app only). |
Tip
One-line workflow summary: Create a form → Schedule a send → The form goes out to the workers’ app at the set time → Check participation status → Resend to non-responders