Help for Gridium Workflow Staff Users

Getting started

• Logging into (and out of) Tikkit

Managing your organization

• Setting up Tikkit: overview

• Tailoring Tikkit to your organization

• Managing locations

• Managing staff members

• Managing request types

• Managing request labels

• Adding a profile photo

Adding the mobile app to your phone

• Overview: Get the mobile app on your phone

• Set up a password

• Administer user passwords

• Installing the mobile app

Managing occupants

• Occupants overview

• Creating and managing occupants and occupant groups

• Configuring occupant access settings

• Creating new occupants from inside a request

Managing requests

• Creating custom views

• Changing request list columns

• Managing notifications

• Following requests

• Communicating with staff, occupants, and vendors

• Using request labels

• Viewing audit & activity trails

• Creating requests by email

Tracking time

• Tracking time in Tikkit

• Getting started with time tracking

• Manual time tracking

• Reporting on work hours

Tracking costs

• Tracking costs in Tikkit

• Reporting on costs

• Adding costs to requests

• Setting up cost categories

Reporting

• Reporting overview

• Trend reports

• Crosstab reports

Managing vendors

• Vendor management overview

• Assigning requests to vendors

• Communicating with multiple vendors

• Creating and managing vendors

• Tracking vendor progress

Scheduled requests

• Set up a preventative maintenance plan with repeating requests

• Creating and managing repeating requests

• Setting due dates and creating requests in the future

• Tracking and viewing repeating requests

• Pausing, unpausing, and permanently deleting repeating requests

Tips

• Adding Tikkit to your computer’s desktop

• Setting up default request types

• Adding or removing request types from many locations at once

• Adding Tikkit to your phone’s home screen

Troubleshooting

• Why can’t I log in?

• Why is my custom view not matching any requests?

• Why can’t I see the location I just created?

• Why can’t I see the request type I just created?

• Why can’t I log in on my iPhone / iPad?

• Why aren’t Tikkit emails reaching anyone in my organization?

• Why aren’t notifications coming through?

• What is the maximum file size for uploads?