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Management

Welcome to the Management section of the user guides. Here is a list of available options within the Management section found in the Main Menu of TMS:

Please select the Management Section below for more information on this section.

Management Section

Information

Matrix Builder

Create and manage Training Matrices for your workforce

Job Roles

Create and manage Job Roles for your delegates

Client & Projects

Create and manage your Clients & Projects for your workforce

Teams

Create and manage Teams for your delegates to be assigned to help manage compliance of different teams

Rotas

Create and manage Rotas that you can assign to your delegates

Request Approvers

Create and manage who in your company can Approve Requests when submitted

Task Management

Add and update tasks that have been completed to help manage training requirements

Absence Types

Create and manage the different types of Absences

Duplicate Employees

You can view and action any possible duplicate employees profiles in TMS

Non-Duplicate Employees

You view any employees profiles of the same name down that have been marked as non-duplicates

Merged Employees

You can view any merged employees and restore any separate accounts that have been merged

Business Streams

Create and manage any Business Streams for your company

Superseding Courses

This feature will allow you to link courses on the matrix and manage which course supersede which

Troubleshooting

Need some more help? Check out our troubleshooting page for additional support

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