Tansi Platform — Master Manual

How to use this guide

• Work through the sections in order — each one builds on the last.
• Keep Tansi open in a second tab and do each step as you read it. Fifteen minutes of clicking beats an hour of reading.
• Every screen shown here is a real capture of the live Tansi profile page.
• Use Print / PDF if you'd rather have a paper copy or want to attach this to your LMS.

A note on what you'll see

Tansi shows different tabs to different people. Your role, your employer, and whether you've self-identified all change what appears. If a tab described here isn't on your screen, it simply doesn't apply to your account — that's normal, not a fault.

Getting there

1. Sign in to Tansi.
2. The left-hand menu opens on the Home module — you'll see Home · Your work in one place at the top of it.
3. My Profile is the first item listed under Home. Click it.
4. The page loads. Bookmark it if you visit often.

Can't see the left menu? Click the ☰ icon at the top-left to expand it. Or press Ctrl + K from anywhere, type my profile, and press Enter — the search box finds every menu item you have access to.

The profile header

One person can hold several records in Tansi at once: your own personal record, plus a separate employee record at every company that has hired you. The View Profile As dropdown at the very top of the page decides which of those you are currently looking at.

The pink line under the dropdown is a permanent hint, not an error: "Select a company to view your employee profile for that company, or 'Personal Profile' to view your personal information only."

What changes when you pick a company

• A Duties tab appears, with a badge showing how many duties are assigned to you there (Section 9).
• The Employment tab focuses on that employer's record.
• Qualification approvals and requirements are shown in that company's context.

Dashboard is the first tab and it only ever appears on your own profile. It answers one question: what needs me today?

My Tasks widget

• Counters across the top: Total Pending In Progress Awaiting approval Overdue. Overdue is the one to watch.
• Filter tabs — ALL, PENDING, IN PROGRESS, COMPLETED — each with its own count.
• Switch between LIST and KANBAN with the toggle on the right.
• A task tied to a form shows an OPEN FORM button that takes you straight to it. Tick the checkbox on the left to complete a task; completed tasks show struck through with a green check.

Notifications widget

• Three counters: Unread, Inventory and Escalations. An escalation is a high-priority item — if that number isn't zero, start there.
• Feed items include expiring or expired certificates, backordered inventory, workflow alerts and escalations assigned to you. Each has a ↗ icon to open the underlying record.
• REFRESH pulls the latest; VIEW ALL opens the full notification center.

The cards

Verifying your phone number

A green ✓ verified badge beside your phone means Tansi has confirmed it. If it's unverified you get an amber bar reading "Phone not verified" with a Verify Now link. Click it, enter the 6-digit verification code Tansi sends to that number, and you're done. Verify it — some notifications and site check-ins depend on a confirmed number.

The Edit Personal Information dialog

Click the pencil beside your name, or the pencil on the Contact Information card. The dialog is split into sections shown as chips along the top — click a chip to jump, or use NEXT and BACK to walk through in order.

* Required — you can't save until these are filled in.

Your email address does two jobs in Tansi. It is how people contact you, and it is how you sign in. Because of the second one, changing it is deliberately more involved than editing any other field — Tansi has to be sure it is really you, and that you can actually receive mail at the new address.

Where to find it

Go to the Overview tab and look at the Contact Information card. Beside your email address there is a Change link. That link is the only way to change your sign-in address — the pencil on the card edits your other contact details, not this.

How it works

1. On the Overview tab, click Change beside your email address.
2. The Change sign-in email box opens. It reminds you which address you currently sign in with.
3. Type the New email address you want to use.
4. Type your Current password. This confirms it is you before your sign-in changes.
5. Click SEND CODE. Tansi emails a 6-digit code to the new address.
6. Open the mail at the new address and enter the code back in Tansi.
7. Your sign-in email changes only once the code is accepted.

If the code doesn't arrive

• Check the junk or spam folder at the new address.
• Check you typed the new address correctly — a typo sends the code somewhere that does not exist.
• Close the box and start again to send a fresh code.
• Still nothing? Your address may be blocking mail from Tansi. Ask your administrator or raise a support ticket.

What counts as a qualification

A qualification is anything that proves what you are trained, licensed or equipped to do — licenses, safety tickets, certificates, orientations, specialized training, and so on.

It also covers assets. If you have a laptop or a mobile phone you're willing to use for work, add it. Employers sometimes state in a job posting that they need someone with their own phone or laptop, so having it recorded here can be the difference between matching a job and missing it.

Four ways to look at the same data

The four small icons at the top-left switch the layout. Nothing is added or removed — only the presentation changes, so pick whichever suits the moment.

Reading a qualification card

Cards are grouped under category headings — Alcohol Test, Assets & Equipment Management, License, Skills & Abilities, and so on. Each card carries a colored top edge and a status chip:

Each card also shows Issued On, Expires On, Provider and any description. The ⋮ menu on the card gives you View, Edit and Delete.

The template library — the tidiest way to add something

Before you type anything, check whether Tansi already has your qualification. Click BROWSE TEMPLATES at the top of your profile and you get a searchable library of qualifications Tansi has already approved — over three thousand of them.

• Search by name, or filter by Class, Type and Sub-type.
• Each card shows the qualification and how it's filed. Click ADD TO PROFILE and it's added, correctly classified, with the spelling and issuing authority already right.
• The same library sits behind the Search qualification by name box on the manual entry form.

Adding a qualification — the fast way

Click + ADD QUALIFICATION (top right), or + ADD beside a specific category to pre-select it. The AI-powered assistant opens first.

1. Upload Ticket — drag and drop, or click to browse. Images or PDF.
2. Use Camera — on a phone or tablet, photograph the ticket and it's scanned instantly.
3. Or just describe it — type something like "I just completed my Standard First Aid Level C with CPR/AED" and Tansi matches it to the right standard.
4. Click ANALYZE CERTIFICATION. Tansi reads the document, fills the fields, and hands you a pre-filled form.
5. Always check the extracted dates before saving. The AI is fast, not infallible — an issue or expiry date that's a year out is the one mistake that costs you.

Adding a qualification — manually

Prefer to type it in? Click ENTER DETAILS MANUALLY at the bottom of the assistant.

Class, Type and Sub-type — how a qualification is filed

These three fields narrow from broad to specific, and the qualification's name sits at the end of the chain. Two worked examples:

What happens when a qualification expires

An expired qualification isn't just a red chip on a card. Here's the chain of events:

Approval — what the statuses mean

Some qualifications are reviewed by an employer before they count. You'll see where yours stands on the card:

The tab splits into two clearly separated halves, and the distinction matters.

Workspaces — why a company name isn't the whole story

Each employment card shows a Workspace. A workspace is the walled-off area your record lives in. You might be attached to more than one company, or a single company might run a separate workspace for each of its divisions.

Workspaces are isolated from each other by default. Nothing crosses between them unless someone deliberately links them as a parent and child.

What you can do here

• VIEW DETAILS — open the full employment record.
• + ADD EXPERIENCE — add a past job to your self-reported history.
• EDIT IN RESUME BUILDER — jump to the Resume Builder to reword an entry.
• Nothing here? You'll see a "No Employment Records" panel — that just means no employer has created one for you yet.

The Resume Builder doesn't ask you to retype your life. It assembles a resume from the employment records, qualifications and summary already sitting in your profile — and you decide what makes the cut.

The action bar

Resume Settings — deciding what appears

Everything in this column takes effect immediately. There is no save step for these switches — the only Save button in this column belongs to the Template block.

Template — the one part with a Save button

Saving versions — My Resumes

One resume rarely suits every application. You can keep five saved versions, each a snapshot of the switches as they were when you saved it.

1. Set the show/hide switches for the audience you have in mind.
2. Click SAVE TANSI RESUME and give the version a name you'll recognize later — something like No address or Safety roles only.
3. Find it under My Resumes at the bottom of Resume Settings.

Each saved version lists the name you gave it, a short note of what it hides, and the date, template and file size. Three icons sit beside it:

Professional Summary

• A rich-text editor with bold, italic, underline, bulleted and numbered lists, undo and redo, and a clear-formatting button.
• There is a hard stop at 1,000 characters — the counter under the box shows where you are, and typing simply stops at the limit.
• SAVE SUMMARY saves the summary and nothing else. It is separate from SAVE SETTINGS.

Work History

The list is split in two. Employment Records (from system) were created by an employer inside Tansi and carry a Verified badge. Additional Experience (manually added) is history you entered yourself.

• The checkbox beside each job controls whether it prints. Unticking removes it from the resume but keeps the record on your profile.
• A Current chip appears when I currently work here was ticked as the entry was added.
• Manually added jobs have their own pencil and bin icons, so you can edit or delete that one job without touching the others.

+ ADD EXPERIENCE opens the form above. It captures:

Education

+ ADD EDUCATION captures education type (degree, diploma, certificate, trade training), institution, start date, end date or expected graduation, a Currently enrolled tick, GPA if you want to include it, and achievements or awards.

The Verified badge

This tab only appears if self-identification applies to your account. Everything on it is voluntary. Tansi states it plainly in the edit dialog: "Providing this information is voluntary. It may be shared with employers for employment equity purposes when you apply for jobs."

Indigenous Community

• A chip showing your self-identification — First Nations, Métis or Inuit.
• First Nations: your First Nation and its province, your residency status — On Reserve (My Nation), On Reserve (Other Nation) or Off Reserve — and the reserve where you live.
• Métis: your Métis Nation province and, in Alberta, the settlement you're affiliated with (optional).
• The pencil opens the edit dialog directly at the Self-Identification section.

Proof of Indigenous Identity (optional)

You may upload a supporting document — status card, Métis citizenship, and similar. Once checked, a green Indigenous identity verified by Tansi badge appears, along with the document type and submission date. You keep VIEW DOCUMENT, REPLACE DOCUMENT and DELETE control at all times.

Gender

A separate card with your gender and a Disclosure setting that controls whether it may be shared. Also entirely voluntary.

The Roles tab answers one question: what is this person allowed to do here? It is mostly a tab for managers and administrators — if you are looking at your own profile, treat it as a read-only summary of the access you have been given.

Roles in this workspace

The table at the top lists every role held in this workspace. A person can hold more than one. Each row shows:

What they can see and do

Underneath is the part worth reading carefully. It lists every module and the effective level the person ends up with — the answer after Tansi has combined every role they hold and any override set on them personally.

So if you want to know whether someone can actually do something, read this list rather than trying to work it out from the role names above it.

Everything else in My Profile is about the person — their details, their tickets, their work history. The Account tab is about the account: whether it can be signed into, when it was made, and when it was last used.

Status history

On the right, Tansi keeps a record of the status changes an account has been through — suspended, reactivated, and so on. A new account shows Nothing recorded yet.

What a duty is

A duty is a job description or a task that gets assigned to workers — the work itself, described once so it can be given to anyone who does it.

What makes duties powerful is what's attached to them. Qualifications are added to each duty. So when a duty is assigned to you, you now have to meet every qualification listed on that duty to be compliant.

• Orientations, specialized training, safety tickets and licenses all attach to a duty through its qualifications.
• So do assets — if the duty needs someone with a laptop or a phone, that's attached the same way.
• Company forms can be assigned to a duty as well, so the paperwork travels with the work.

Finding the tab

Duties only exist in the context of an employer, so the tab appears only when a company is selected in View Profile As. Its badge shows how many duties you currently hold at that company.

• A heading — Assigned Duties — and beneath it "Duties assigned to this employee at ".
• Each duty with any notes attached to the assignment.
• If nothing is assigned: a friendly "No Duties Assigned" panel. That's a blank slate, not an error.

Profile Visibility

Job Alerts

NOC stands for National Occupational Classification — Canada's standard way of naming and numbering jobs. Every occupation has a five-digit code and an official title, like 72200 — Electricians. It's used well beyond Tansi: job boards, government labour data and immigration all speak NOC.

Inside Tansi it's the matchmaking key. When an employer puts a NOC code on a job post, that post is filtered to candidates carrying the same or a similar code on their resume. Keeping your codes accurate is what puts you in front of the right postings.

• Job Alert Emails — "Get an email when a new job matching your occupations is posted. We match by NOC group."
• My occupations (NOC codes) — populated automatically from your resume, each tagged From your resume. Add more with the search box, or remove any you don't want with the bin icon.
• Removing a code here does not change your resume — the two lists are independent.
• Matching is by NOC group, not exact code: a job posted as 72200 will still notify you if your interest is 72400.

Public store

This one is for course creators. If you build and publish training in the Tansi LMS, your public store is a shareable page listing what you offer — and you can offer courses free or paid. If you don't publish training, you can skip this section entirely.

• Only your published, public items appear. Private and workspace-only items are never shown.
• Enable my public store switches it on.
• Store handle sets your address: /courses/store/ — lowercase letters, numbers and hyphens, 3–30 characters.
• Tagline is optional, up to 160 characters.
• Click Save. While the store is disabled the link shows "Store not found", so enable it before you share the URL.

Do this once — today

1. 1
   Upload a clear profile photo.
2. 2
   Check your legal name and date of birth are exactly right.
3. 3
   Verify your phone number — clear the amber "not verified" bar.
4. 4
   Fill in your emergency contact.
5. 5
   Draw and save your signature.
6. 6
   Write a professional summary — a few honest sentences beats a blank box.
7. 7
   Upload every ticket and license you hold, with documents attached.
8. 8
   Set Public Profile and Actively Looking to match your real situation.
9. 9
   Check your NOC codes so job alerts are actually useful.

Then, on a rhythm

Quick troubleshooting

Where to get help

The blue ? Help button sits in the bottom-right corner of every Tansi page. For anything it can't answer, use My Support Tickets in the left menu under COMMUNICATION.

What this guide covers

Tansi is big. There are fifteen modules and over two hundred pages inside them. Nobody uses all of it — but everybody has to find their part of it. This guide is about getting around: the left menu, the module switcher, the section buttons, the search box, and a plain-language description of what every module and every page is for.

How to use it

• Read sections 1 to 9 in order. They're short, and they explain the whole navigation system.
• Sections 10 onward are a reference — one per module. Don't read them straight through. Look up the module you've been given access to.
• Keep Tansi open in a second tab and click along as you read.

Three levels, that's all

Everything in Tansi sits at one of three levels. Once you can name them, the menu makes sense.

So the full address of a page is Module › Section › Page — for example Workforce › Schedule › Schedule Builder. Tansi uses exactly that wording in its search results, which is the fastest way to learn where things live.

Why it's built this way

A payroll clerk and a safety officer use almost none of the same screens. Rather than show everyone one enormous list, Tansi keeps you inside the module you're working in and lets you switch when your job changes. The whole list is still one click away when you want it — see Show all menu items later in this guide.

The left menu is the same on every page in Tansi. Top to bottom it always has the same parts, so once you learn it here you know it everywhere.

Hiding the menu

The ☰ button at the top-left of every page hides and shows the menu. Tansi hides it completely rather than shrinking it to a strip of icons, so the page you're working on gets the full width of the window. Useful on wide tables and on a small laptop screen.

Opening the switcher

1. Look at the large button near the top of the left menu. It shows the module you're in — for example Home, with Your work in one place underneath.
2. Click it. The button label changes to Choose a module and the full list drops down.
3. Scroll if you need to — the list is longer than the window.
4. Click any module. The list closes and the menu below rebuilds itself with that module's pages.

Every module gets a colored tile, its name, and a one-line description of what it's for. A check mark sits beside the one you're currently in. That color is used again on the section buttons and in search results, so after a while you recognize a module by its color alone.

The two groups

The list is split into MODULES — the fourteen everyday areas of the platform — and GOVERNANCE, which holds Admin. Governance is for the people who configure Tansi for your organization rather than work in it, and most accounts never see that group at all.

The full list

This is the part of the menu people miss most often. Open a larger module and a row of small oval buttons appears directly underneath the module name. Each one is a section of that module.

What they do

Clicking a section button filters the menu list below it down to that section's pages. It does not open anything and it does not take you off the page you're on — it just changes what you're looking at in the menu.

1. Switch to a module — Workforce is a good one to try.
2. Look under the module name. You'll see Team, Duties, Approvals, Schedule, Admin.
3. The filled, colored button is the section you're viewing. Tansi picks the first one for you.
4. Click another — say Schedule. The list underneath swaps to My Schedule, Schedule Builder, Locations, Positions, Templates, Daily Work Reports and Time Ledger.
5. Click the page you actually want.

Not every module has them

Small modules — Operations, Financial, Mass Communication, Maintenance, Forms, Project Management and Home — show all their pages at once and don't need section buttons. Their sections are still there as the grey capital headings in the list.

Some sections stay pinned

A few modules keep one section visible no matter which button you press, because it's the starting point. In Safety & Compliance the Compliance Dashboard is always shown; in Assets & Inventory the Hub and Withdraw Supplies are always shown. Everything else changes with the button you pick.

Menu search is the fastest way to move around Tansi, and it is the one habit worth building. It searches every page you have access to, in every module — not just the module you're currently in.

1. Press Ctrl + K from anywhere in Tansi. (Or click the Search menu… box at the top of the left menu.)
2. Type a few letters of the page name. You don't need the whole thing.
3. Results appear straight away, with your typed letters highlighted.
4. Use ↓ and ↑ to move through the list.
5. Press Enter to open the highlighted result, or Esc to close the search.

Read the second line

Every result carries a second line showing where the page lives — Workforce › Schedule, Home › My Work. Pay attention to it. After a week of searching you'll know the layout of Tansi without ever having studied it.

The small colored dot beside each result is that module's color, the same one used on the module tile and the section buttons.

At the very bottom of the left menu there's a link reading Show all menu items. Click it and Tansi drops the module filter entirely: the module switcher and the section buttons disappear, and you get one long list of every page you can reach, grouped module by module.

Each module heading in this view carries a colored dot and a number — the number is how many pages that module contains for you. Someone with different access will see different numbers.

When to use it

• You know the page name but have no idea which module it's in — though menu search is usually faster for that.
• You want to see how much of Tansi you actually have access to.
• You're learning the platform and want the lay of the land.

The link changes to Hide full menu while you're in this mode. Click it to go back to the normal module view, exactly where you left it.

Some pages genuinely belong to more than one part of the business. My Schedule matters to you personally and to whoever builds the schedule. Daily Work Reports matter to Workforce, to Project Management and to Operations.

Rather than hide such a page in one place, Tansi lists it in every module where it makes sense and marks it with a small ALSO tag.

Right at the top of the left menu, above the search box, there's a small control labeled Project View with a switch reading Filter by Project.

1. Turn Filter by Project on.
2. A Select Project picker appears underneath it.
3. Choose a project.
4. Tansi narrows what you see to that project.
5. Turn the switch back off to go back to seeing everything.

The strip along the top of the window is the same on every page, whichever module you're in.

The account menu

Click your avatar at the far right of the top bar:

The rest of this guide is a reference. There's one section per module, and each one follows the same pattern:

• What this module is for — a plain-language description in a sentence or two.
• Section buttons — the buttons that appear under the module name, in order, or a note saying the module doesn't have any.
• Every page in this module — a table of every menu item, which section it sits under, and what it's for.

What this module is for

Home is your own corner of Tansi. Everything in it is about you: your profile, your shifts, your forms, your courses, your applications. It's the module you land in, and for a lot of people it's the only one they ever need. Every page here is a personal view — you see your own records, not the whole company's. Every Tansi user gets Home — it cannot be switched off.

Every page in this module

What this module is for

Sales & Clients is Tansi's CRM — the record of who you sell to and how those deals are going. Companies you deal with are Accounts; the people inside them are Contacts; a possible new customer is a Lead; once it's real it becomes an Opportunity moving through the Pipeline.

Section buttons

Under the module name you'll see: Clients, Pipeline, Campaigns, Insights, Settings.

Every page in this module

What this module is for

Workforce is where your people are managed — who works for you, what they're expected to be qualified for, what they're rostered to do, and what they've claimed for their time. If you're a supervisor, manager or HR, this is your home module.

Section buttons

Under the module name you'll see: Team, Duties, Approvals, Schedule, Admin.

Every page in this module

What this module is for

Training has two halves and the section buttons make that obvious. Learn is what you do as a student — take courses, attend webinars, collect certificates. Deliver is what you do as a trainer or administrator — build courses, mark work, issue certificates.

Section buttons

Under the module name you'll see: Learn, Deliver.

Every page in this module

What this module is for

Job Board is the hiring side of Tansi — posting jobs, collecting applications, and searching the pool of people who've put their profiles on the platform. Workers see the other end of this as Employment Opportunities in the Home module.

Section buttons

Under the module name you'll see: Jobs, Applicants, Talent, Admin.

Every page in this module

What this module is for

Project Management tracks the jobs your organization is actually delivering — the projects, the companies working on them, and what got done in the field each day.

Every page in this module

What this module is for

Operations is deliberately small — it's the day-to-day oversight view. What's assigned, what got reported from the field, and what's coming up.

Every page in this module

What this module is for

Forms is how Tansi collects information — inspections, checklists, sign-offs, surveys. You build a form once, assign it to people or to a duty, and the answers come back in one place. Forms can be attached to a duty, so anyone assigned that duty gets the form.

Every page in this module

What this module is for

Safety & Compliance covers hazardous materials, things that went wrong, and what you're doing about them. SDS means Safety Data Sheet — the document describing a chemical's hazards and handling. A Corrective Action (CA) is the fix you commit to after an incident or a failed check.

Section buttons

Under the module name you'll see: SDS, Corrective Actions, Incidents, Investigations, Inspections, Hazards, Audits, Policies. The Compliance Dashboard stays visible whichever one you pick.

Every page in this module

What this module is for

Assets & Inventory is the stock room — what you own, where it is, what's running low and what's on its way in. It's the largest of the everyday modules, so the section buttons matter here.

Section buttons

Under the module name you'll see: Stock, Warehouse, Surveys, Reports, Admin. The Hub and Withdraw Supplies stay visible whichever one you pick.

Every page in this module

What this module is for

Maintenance keeps your equipment running — what you own, what needs doing to it, and who's doing it. A work order is a specific job on a specific asset.

Every page in this module

What this module is for

Mass Communication is for reaching a lot of people at once — a text to everyone on a site, an email to a whole crew.

Every page in this module

What this module is for

Insights is reporting and analysis across everything else. It's the biggest module in Tansi at thirty-two pages, so the section buttons are essential here — pick the subject you care about first, then the report.

Section buttons

Under the module name you'll see: Overview, Workforce, Hiring, Compliance, Economic, Platform, AI.

Every page in this module

What this module is for

Financial is the smallest module in Tansi — two pages covering money taken and money to be invoiced.

Every page in this module

What this module is for

Admin is the Governance module. It's where Tansi is configured for your organization — users, roles, lookup lists, workflow rules, and the settings behind other modules. Most of its pages are the administrative screens from other modules gathered in one place, which is why so many carry the ALSO tag. If you don't administer Tansi, you won't have this module and you don't need it.

Section buttons

Under the module name you'll see: Org, Workflows, Safety, Inventory, Forms, Sales, Support, Intelligence.

Every page in this module

Every part of the navigation works from the keyboard. This matters if you use a screen reader, if a mouse is awkward for you, or if you simply move faster with your hands on the keys.

Skip to content

Press Tab the moment a page loads and the very first thing you reach is a Skip to content link. Press Enter and you jump past the whole menu to the page itself — worth using on every page rather than tabbing through two hundred menu items.

Go through these in order. Nine times out of ten it's one of the first three.

1. Search for it. Press Ctrl + K and type part of the name. If it's there, this finds it — whichever module it's in.
2. Check you're in the right module. Look at the big button at the top of the menu. It's easy to go looking for a Workforce page while still sitting in Home.
3. Check the section buttons. If the module has a row of buttons under its name, you're only seeing one section's worth of pages. Try the others, or use Show all menu items.
4. Check Project View. If Filter by Project is switched on at the top of the menu, you're seeing a narrowed view. Turn it off.
5. Check your workspace. The chip in the top bar shows which organization you're in. If you belong to more than one, you may be in the wrong one.
6. Turn on Show all menu items. If it isn't in that list, you don't have access to it.

What Assets & Inventory is for

This module answers four questions about the things your organization holds: what have we got, where is it, what is running out, and what is on its way in. Around those sits the paperwork that moves stock about — purchase orders, transfers between locations, supply requests and returns.

Inventory and assets are not the same thing

Tansi keeps both in one module but treats them differently. Inventory is stock you consume — you count it, it runs down, you reorder it. An asset is a thing you keep and track as an individual item. The Item Master counts them separately, and Stock & Assets gives each its own tab.

How much of this applies to you

• If you take supplies to do your job, you need one page: Withdraw Supplies.
• If you receive deliveries, add Scan & Receive and Inbound Deliveries.
• If you order stock, add the Requests hub and Reorder Suggestions.
• If you run the stock room, most of the module is yours.
• The Admin section is set up once and then largely left alone.

Stock control has its own language, and Tansi uses it consistently. Read this once and the rest of the module reads easily.

Assets & Inventory is one of the bigger modules, so it uses the section buttons described in Module 02. Under the module name you'll see five: Stock, Warehouse, Surveys, Reports, Admin.

Two pages sit above those buttons and stay visible whichever section you pick, because they are the two things people do most: Hub and Withdraw Supplies.

The Hub is the module's front door. Tansi describes it as Stock Transfers, Purchase Orders, and Supply Requests in one place.

The four counters

Across the top: Drafts (started, not sent), Pending Approval (sent, waiting on someone), Active (approved and in progress) and Completed (30d) (finished in the last thirty days). They are the quickest read on whether anything is stuck.

Start & track

The four request types

This is the part worth learning. Which one you pick depends on where the stock is coming from and where it is going. Each one is covered properly in The four request types a little further on — this is the one-line version.

Warehouse operations

Manage

Templates holds reusable request templates — the same order you place every week, saved once. Settings covers workflows, routing and approvals.

At the bottom of the hub, two live panels: My recent requests and Awaiting my approval.

Every request in Tansi — whatever type — moves through the same five stages. Once you can read that bar, you can read any request in the module.

The bar tells you where you are in words as well — Stage — step 5 of 5, completed — so you never have to count the dots.

Fulfillment is a separate thing

Beside the stage you'll often see a Fulfillment value such as Routed or Shipped. Stage is how far through the paperwork the request is; fulfillment is what is happening to the goods. A request can be Active with fulfillment Shipped.

What every request page shows you

Linked requests

This is the clever bit. A supply request doesn't have to be filled from one place. Tansi can cover part of it from stock you already hold and part by buying more in, and it links the transfer and the purchase back to the original request. The Sourcing line spells it out — for example 1 from stock · 0 bought in · 0 not decided — and Coverage tells you how much of what was asked for is actually spoken for.

All four share the five stages and the same list layout. What differs is where the goods come from and where they go.

Purchase Orders

Purchase Orders sent to vendors. Buying from outside. Start one with NEW PURCHASE ORDER.

A purchase carries a vendor block the other types don't have: the vendor and their contact, the ship-to location, an external PO number for the vendor's own reference, and invoice fields. It also has its own procurement timeline running alongside the five stages:

• Draft created → Submitted for approval → Approved
• Sent to vendor → Vendor confirmed
• Invoice attached → Invoice verified → Sent to AP → Closed

ADD SHIPMENT records a shipment against the order, and SAVE ETA updates the expected delivery date.

Stock Transfers

Stock Transfers between locations. Moving your own stock. Nothing is bought and nothing is consumed — it changes place. Start one with NEW STOCK TRANSFER.

Supply Requests

Supply Requests from the field. Somebody asking to be issued stock. Start one with NEW SUPPLY REQUEST.

A supply request carries a destination, a reason given, and the sourcing and coverage figures described in the previous section.

Returns

Stock going back — to the vendor against its original PO, or to quarantine. Start one with NEW RETURN.

Finding a request

Every list has the same filters: a search that takes a number, notes or a barcode, then Type, Stage and Priority, plus two switches — Show critical line and Assigned to me. IMPORT CSV builds a request from a spreadsheet instead of line by line.

Once a request is approved, somebody has to physically move the goods. That work lands in the Warehouse Queue — pick, pack, and ship approved supply and transfer requests.

The counters

Internal and external

The work splits in two. Internal — work at this location is transfers between your own locations, showing where each is coming from and going to, how many lines it has and how many are picked. External — incoming from vendors is purchase orders awaiting receipt.

Alerts

Time-sensitive shipments get a red banner at the top of the queue with the location, the carrier and tracking number, the ETA and the reason — for example a cold-chain vaccine that has to go into a fridge the moment it arrives. Those are not there to be tidied away.

The Settings card on the hub opens Requests Admin — configure workflows, routing, delegations, and forms for purchase, transfer, and supply requests. You will rarely open it, but it explains why a request went where it did.

Reading an approval on a request

The Approvals panel shows the workflow that was used, when it started and finished, and each step. A step marked (Any) means any one of the people listed can approve it — everyone else then shows as Pending forever, which is normal and not a problem.

Request Templates

Reusable starting points for purchase, transfer, and supply requests. Each template has a name, a type, a scope (a global template is available to everyone), a priority and who created it. NEW TEMPLATE makes one.

The Item Master is your product catalog — Tansi calls it products, assets, suppliers and stock levels in one place. Nothing else in the module works properly until an item exists here.

Reading the page

Each card carries the item name, its SKU, its unit of measure, its category, and its reorder level where one is set. Those last two are what drive Reorder Suggestions.

Stock Levels opens a page titled Stock & Assets — inventory quantities and asset tracking across all locations. It has two tabs, one for stock and one for assets, each showing its count.

The three quantities

Get these right and the rest of the module makes sense.

The action buttons

Each row also has a Locations count — how many places that item is held in — and a Status chip such as In Stock. The summary line at the bottom gives you Items, With Stock, Low Stock and Unavailable / Out of Stock at a glance.

A lot is a batch of an item that was received or manufactured together, identified by the manufacturer's lot number. If what you hold has an expiry date or could ever be recalled, this is the page you live on. Tansi describes it as monitor every lot — expiry, quarantine holds and recalls surfaced automatically.

The five counters

They are also filters — click one to narrow the list.

The table shows each lot with its item, category, expiry (and how many days that is away), on hand and available quantities, where it sits across every location, and its status.

Scan & Receive

The fastest way to look something up or book it in. Scan a barcode and Tansi shows the item, its stock on hand and quick actions. Scan something it doesn't recognize and it can pull the product data in from an external lookup so you can add the item in seconds.

• Works with a handheld scanner — there is a toggle for it — or with the device camera via USE CAMERA.
• You can also type a barcode and press Enter.
• RECENT SCANS keeps what you have scanned this session.
• RECEIVE WITHOUT PO books in a delivery that has no Tansi purchase order behind it.

Inbound Deliveries

Expected Inbound Deliveries lists approved purchases and transfers that are on their way but not yet received. It is the answer to is it coming?

For most people in an organization this is the only page in the module they will ever use. Tansi keeps it deliberately short: scan or tap the supplies, then choose who received them. The operator and time are captured automatically.

1. Where are you taking supplies from? Choose your working location. Tansi remembers it on that device for next time.
2. Withdraw for — yourself, or another user. Either way you stay recorded as the operator.
3. Scan a barcode, or search for the supplies.
4. Confirm. The time and your name are recorded for you.

Reorder Suggestions

Everything at or below its reorder threshold, in one list, with a suggested quantity.

Filters across the top let you narrow by category, location, urgency, supplier, days left and the usage window the calculation is based on.

Turning suggestions into an order

• Tick the items you want, then CREATE PURCHASE DRAFT to turn them into a purchase request.
• CREATE SITE FEEDBACK SURVEY raises a survey against the selected items.
• SAVE SNAPSHOT keeps a record of the list as it stands.

Order Schedule

Where Reorder Suggestions is driven by stock levels, the Order Schedule is driven by the calendar: who is due to order, and when. It has a DUE LIST and a CALENDAR view, shows the next due date, days outstanding, the cadence and the template used, and lets you START ORDER straight from the row.

Inventory Count

Scan items to verify stock levels. Differences are shown for review before applying adjustments. You pick a count and a location, scan your way through, and Tansi shows you the variances before anything is changed. Nothing is adjusted behind your back.

Waste Management

Review discarded, damaged, expired, spoiled, and returned inventory recorded in the stock ledger. RECORD WASTE adds an event; the page then summarizes waste events, products affected, locations and quantity wasted, and keeps a disposal audit showing the date, product, lot and expiry, location, reason, quantity, reference and who recorded it.

Transaction History

The menu item Transaction History opens the Stock Ledger — the complete audit trail of every receive, issue, transfer and adjustment. When someone asks where did that go, this is the answer.

Inventory Reports is a catalog of ready-made documents rather than a report builder. Each card is one report: set its filters, press download, get a PDF or Excel file.

The other two

Operations Reports covers request fulfillment KPIs, stock status and a finance export, split across three tabs, with EXPORT TO EXCEL. Audit Log is a read-only record of actions taken, filterable by action, date range and user.

The Admin section is configured once, usually when the module is first set up, and then left alone. Every page here is also listed in the Admin module, which is why they carry the ALSO tag.

Location Management

The most important one. Locations are hierarchical — Region, Warehouse, Room, Shelf, Bin — and everything else in the module points at them.

Request Permissions

Worth understanding even if you don't set it. Permissions are granted at five scopes, each on its own tab: tenant-wide, by company, by duty, by role and by user. A tenant-wide rule applies to everyone in the workspace regardless of anything else.

Custom Dropdowns

Better thought of as custom fields. If you need to record something about an item that Tansi doesn't ship a field for, you build it here. They can be added to any item, and they work with your categories and subcategories — so a field can apply to a whole category rather than being set up item by item.

Five field types are available:

Data Import

Four tabs: IMPORT, UPC LOOKUP, HISTORY and TEMPLATES. Download a template, fill it in, upload the .xlsx or .csv. Import modes let you insert only or upsert — insert new rows and update existing ones.

Two halves, and you probably only need one

Training is the clearest-cut module in Tansi. Its two section buttons say it all:

Most people in an organization only ever need Learn, and only three pages of it. If that is you, read sections 2 and 3 and stop there.

Browse Courses

Discover training courses and webinars to advance your career. Everything available to you, in one catalog.

Each card shows the title, its rating, its price (or Free) and its length. The count above the results tells you how many of the total you are looking at.

My Courses

Track your assigned training courses and continue learning. Everything you are enrolled in, whether you chose it or it was assigned to you, and how far through you are. This is where you go to carry on.

My Certificates

View and download your earned training certificates. Everything you have completed. Certificates appear here on their own once you pass — you don't have to claim them.

Resource Library

Browse documents, videos, and more. Reference material that sits alongside the courses rather than inside them — searchable, and filtered by category and resource type.

Course Management is where training is built: create, manage, and publish training courses for your organization.

The four counters

What each course row tells you

• Course — the title and its description. Tansi flags No description and No duration in orange, because both matter to someone deciding whether to take it.
• Status — draft, published or archived.
• Category — Class, Type and Sub-type. Not set until you set them.
• Pass mark — the score needed to pass.
• Length — how long it takes.
• Created — when it was made.

The controls along the top

Tansi can mark most things itself. Two kinds of work need a person, and each gets its own page so neither hides behind the other.

Both pages say All caught up! when there is nothing to do, so a glance is enough.

Certificate Templates — create and manage certificate templates for your training courses. A template is the design; the certificate is what gets issued from it when someone passes.

CREATE TEMPLATE adds one. The row actions let you edit, duplicate or deactivate an existing template — duplicating is usually the quickest way to a variant.

Courses can be free or paid. If yours are paid, two pages cover the money.

Payment Reports

Revenue, fees, and license summary for your courses.

Below the figures, a Transactions table (date, course, items, buyer, type, amount, tax, fee, net, status) and a License Summary showing, per company and course, the total seats bought, how many are used, how many remain and when they expire. Filter by date range and transaction type, and EXPORT the result.

Bill-Me Requests

Review and approve or reject invoice-based payment requests from companies. An employer asks to be invoiced rather than pay up front; the request lands here for approval. They are then billed at month end for every course their people took that month.

Not everything worth sharing is a course. The Resource Library holds documents, videos and other material that sits alongside the training.

These two exist so that learning which happens outside Tansi can still be recorded against a person. They are set up once, normally by Tansi, and then left alone.

xAPI Activity

View learning activity from xAPI-enabled course steps and external systems. Shows total statements, unique learners and unique activities, filterable by verb, course and date range. A statement is one recorded event — somebody did something.

LRS Settings

Manage API key pairs for external systems to send xAPI statements.

CREATE CREDENTIAL makes a key pair. The page shows the integration details an outside system needs — the endpoint to post to, and that it authenticates with the API key as the username and the secret as the password.