Completing the Initial Set-up on TAM

Before you do anything on TAM, please note this:

Before you make any changes, add any content, or attempt to complete the TAM set-up as explained
below, you must get your Users/Non-Users populated on TAM using the EasyPop spreadsheet that has
been emailed to you (i.e. you need to return it to us so that we can populate your staff, Departments,
Positions, etc. on TAM and complete the most important part of the initial set-up. This needs to get
done first to ensure the initial set-up is done correctly.
That said, before this is done, please feel free to look around on TAM and see what each tab, sub-tab
and feature have to offer (just as long as you don’t make any changes or add any content…).
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Once your staff have been populated on TAM using the EasyPop spreadsheet, please follow this quick
step-by-step guide on how to complete the initial TAM set-up and get your organisation ready to start
using TAM.
In summary, this is what you need to do next and in this order:

1. Company Set-up
1.1. Completing your Company and Site details
1.2. Positions - establishing TAM Privileges and hierarchy

2. Site Set-up
2.1. Completing the details for your Departments
2.2. Establish your “Geographic Areas” on Site (having a first stab at it)
2.3. Establish which Positions you have on Site (only needed if you have more than one Site)

3. Staff Set-up
3.1. Ensure all Users and Non-Users have Departments, Positions and Geographic Areas
3.2. Activating Automatic Alerts
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1.1 Company Set-up - Completing your Company and Site details
Simply go to Company Set-up/Company & Site Details, as per image below, and ensure that all the
fields have been populated correctly for your Site(s).

N.B. Please ensure you have

the “TAM Responsible
Person” specified as this is
our, TAM’s, main contact in
your organisation.
Click on the pencil icon or
select “Review/Change” from
The “TAM Responsible
drop-down menu to edit details
Person” is also responsible
for your internal staff
training on TAM and the
person your staff will turn to
with any questions on TAM.
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1.2 Company Set-up - Positions - establishing TAM Privileges and hierarchy
This page will already have been populated with the Positions that were picked up from the EasyPop
spreadsheet you sent us.

Make sure you read

the Explanatory Text in
italic font at the top of
each page or section

Select “Review/Change” from the drop-down menu and do the following three things for each Position:
i) Specify which other Position it reports to.
Hence, you need to be clear about what your hierarchy looks like, and who reports to who, before you
organise this on TAM.
In the event that you have staff working in shifts, where they could potentially report to one of several
people depending on who works on any given shift, you should establish the shift hierarchy for these
staff under Site Set-up/Shift Roles and not here.
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ii) Specify whether the Position is “Unique” or not
A Position is Unique if there is only one person at each Site holding this Position. If two or more
persons at one Site hold the same Position, the Position is not Unique.
The more you can create Unique Positions the better, as it will make it easier for you to assign Tasks
and Checklists amongst other things. If you decide to make more Positions Unique, you need to
ensure the name you give each Position is unique as well, i.e. all Positions need to have different
names (e.g. Mechanic 1, Mechanic 2, etc.).
iii) Set default TAM Privileges for the Position
A User’s TAM Privileges determine what this person can see and do on TAM. Rather than having to set
these up for each User on the system, you can here set the default TAM Privileges for a Position. This
means that, as soon as you give a User a Position, then that User will automatically be given the TAM
Privileges associated with that Position. That said, you can always to go Staff Set-up and modify the
TAM Privileges per User in the event the default settings for a Position are not relevant for that User.
This is a rough guide to
the tab structure and who
normally gets what TAM
Privileges:

There are two sets of tabs:

The tabs on the right where
you set-up and organise
your content on the TAM.
And the two blue tabs on Department heads, Department heads, H&S Normally, only a hand-
the left which all Users have Supervisors, Training Committee Members, full of people in an
and where they do training Instructors have access staff involved with H&S organisation are given
and work assigned to them. to some/all “grey” tabs have H&S Set-up tab access to these tabs
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This is the page you get to when you
select “Review/Change” from the drop-
down menu next to a Position.
It is crucial to read the Explanatory Text
in italic font on this page as it explains
what you need to do.

1. Specify if the Position is

“Unique” or not and which
other Position it reports to

2. Specify what Users in

this Position should be able
to see and do on TAM

3. As your Users have

already been populated on
TAM, you need to “apply”
these TAM Privileges to
Users in this Position
Company wide
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2.1 Site Set-up - Completing the details for your Departments
First of all, stating the obvious, these Site Set-up
related features need to be set up Site by Site (if,
that is, you have more than one).
This is quick and easy to do. Simply go to Site
Set-up/Departments and select “Review/Change”
from the drop-down menu next to each
Department and then ensure as much of this
information is populated. This, in turn, will also
help to populate the “Responsibilities on Site” in
your Health & Safety Policy

2.2 Site Set-up - Establish your “Geographic Areas” on Site (having a first stab at it)
Go to Site Set-up/Geographic Areas and read the
Explanatory Text at the top of the page, which
helps to explain what “Geographic Areas” are all
about.
We recommend that you have a first stab at this
now, however, this is easy to improve on later and
then using the Quick Set-up for Geographic Areas
(under Staff Set-up) to implement any new
additions to this list.
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2.3 Site Set-up - Establish which Positions you have on Site
You only need to read this if you have more than one Site, otherwise skip to 2.4 below.
Since you may not have all the same Positions at each Site you need to specify here which Positions
work at this Site/have access to it. This is important to get right as you don’t want Users to have the
possibility of assigning Tasks and Checklists, etc to Positions that you don’t have at a particular Site.
Please use the drop-down menu in the top righthand corner to go to each Site you have and make this
selection.
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3.1 Staff Set-up - Ensure all Users and Non-Users have Departments, Positions and
Geographic Areas
From this page, as per image below, you can quickly see if someone has not been given a “Default
Department” (i.e. a main Department, as staff can potentially work in more than one Department) and
a Position. You can use the “Quick Set-ups” tabs to quickly populate Departments as well as the
Geographic Areas for multiple staff at the time.
If you have multiple Sites and you need staff from, say, “corporate” to access a particular Site, then
they don’t have to have a Department or Geographic Areas, however, they will need a Position in order
to receive the relevant TAM Privileges for the Site in question (unless you give the person individual
TAM Privileges Site by Site under the Staff Set-up tab, which takes more time).
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3.2 Staff Set-up - Activating Automatic Alerts
Please note that your staff are set up to start receiving automatic alerts from TAM as soon as they are
put on the system as Users (normally, the first to arrive is the weekly “My TAM Dashboard”, which is
sent out each Monday). If you want to change this setting and only gradually give people alerts as
and when they start actively using TAM, then you need to go to the Quick Set-up page for alerts and
modify these settings.
This is also a good page to revisit from time to time to see whether Users have turned off alerts when
you think they should have them on.

- End of Initial Set-up Instructions -