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Key Terms

  • Key Terms & Concepts

Getting Started

  • Log In
  • Understanding the Layout
  • Check Your Permissions

Core Features

  • Create a Form (Template)
  • Schedule a TBM Send
  • View & Edit Scheduled Sends
  • Check Participation Status
  • Remind Non-Responders (Push Resend)

More Features

  • Bulk-Add Form Items (Excel)
  • Edit, Restore & Delete Forms
  • Manage Workers (Regular)
  • Manage External Workers (Day Labor)
  • Manage Dispatch

Issue Tracking

  • SOS & Emergency Response
  • View & Filter Complaints
  • Handle Complaints

Admin Only

  • Roles & Permissions
  • Manage Plants (Sites)
  • Default TBM Settings
  • Invitations & User Management

Appendix

  • A. Frequently Asked Questions (FAQ)
  • B. Permission Matrix
  • C. Glossary
  • D. Error Message Reference
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Default TBM Settings

Admin

Set the values pre-filled on the TBM send scheduling screen and the notification policy.

Setting Description
Default signature method Handwritten signature / no signature / Geo-Fence
Include training time by default Yes / No
Resend threshold for non-responders 1 / 2 / 4 / 8 hours — the Push Resend button becomes available only after this much time has passed
Non-participating group alert Alerts you to groups that have not participated for N days or more
Non-participating people alert Alerts you to people who have missed N times or more
Auto-login Off / unlimited / time-limited (N days)
Default send time per plant Set a default TBM send time for each plant (used as the default date and time when scheduling a send)

Tip

If people on site complain that they “pick the same values every single time”, changing the defaults in this tab is the answer.

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Safetics Inc. · CEO : Heonseop Shin · Business Reg. No. 693-87-01568 · 2F, 43, Bongeunsa-ro 30-gil, Gangnam-gu, Seoul, Republic of Korea · Tel : 82-2-568-7985 · info@safetics.io

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