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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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5.3 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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