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TBM Admin

  • Key Terms & Concepts
  • 1.1 Log In
  • 1.2 Understanding the Layout
  • 1.3 Check Your Permissions
  • 2.1 Create a Form (Template)
  • 2.2 Schedule a TBM Send
  • 2.3 View & Edit Scheduled Sends
  • 2.4 Check Participation Status
  • 2.5 Remind Non-Responders (Push Resend)
  • 3.1 Bulk-Add Form Items (Excel)
  • 3.2 Edit, Restore & Delete Forms
  • 3.3 Manage Workers (Regular)
  • 3.4 Manage External Workers (Day Labor)
  • 3.5 Manage Dispatch
  • 4.1 SOS & Emergency Response
  • 4.2 View & Filter Complaints
  • 4.3 Handle Complaints
  • 5.1 Roles & Permissions
  • 5.2 Manage Plants (Sites)
  • 5.3 Default TBM Settings
  • 5.4 Invitations & User Management
  • A. Frequently Asked Questions (FAQ)
  • B. Permission Matrix
  • C. Glossary
  • D. Error Message Reference
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1.2 Understanding the Layout

All

The screen is made up of 3 areas: top header, left sidebar, and center content.

Home (dashboard) – the first screen after login

Home (dashboard) – the first screen after login

Top Header

  • Notification bell: refreshes automatically every 30 seconds. Shows SOS / work stop / new complaint / new reply notifications. You can dismiss them one by one (X) or use Clear All.
  • On narrow screens (tablet or mobile), open the menu with the ☰ button.

Left Sidebar

  • Menus: Home / TBM Management / Worker Management / Complaint Management / Permissions & Settings — the menus you see depend on your permissions (see 1.3 Check Your Permissions).
  • User card at the bottom: name, company, permission badge, and account. Switch languages with Language; log out with the Log Out button.
  • You can narrow the sidebar with the collapse/expand toggle.

What You See on Home (Dashboard)

  • Metric cards: this week’s TBM sends / worker status / external worker status / quick actions
  • Quick actions: Schedule TBM Send · Create TBM Form · Add People · TBM Send History — one click takes you there
  • Notification center: SOS, unsigned, not-participated, and scheduled-send alerts. Click one to go to the related screen
  • Weekly TBM participation rate: last week vs. this week graph by site
  • Recent TBMs: list of recent sends. View opens the details; View All goes to the history page
← Previous1.1 Log InNext →1.3 Check Your Permissions
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