How to set up a Contractor

How to onboard a new Contractor Company

Inviting a new Contracting Company

The instructions below are to manually invite a contracting company to onboard. When using the Procore integration, the companies you already have on Procore will automatically be added to TIKS Records. However, you will have to manually invite an Administrator for each of the synced companies from Procore.

1. Log into the admin portal: https://jwland.visitor.tiks.com.au/dashboard
2. Tap on the "Records" button

Next, to invite a Contracting Company you will need to fill in the following fields:
Step 1: Add the Company name
Step 2: Add the Company Admin user's Full Name
Step 3:Add their admin user's email address
Step 4: Add their admin user's mobile number
Step 5: Select which active sites this Company can work on.

Now tap on the "Invite Company" to finalise the registration. The Admin user for this account will now be notified by email.

 

How to Set-up Records for Contractors

How to Set-up Records for your Contracting Companies

1. Log into the admin portal: https://jwland.visitor.tiks.com.au/dashboard
2. Tap on the "Records" button 

Step 1: Tap on the "Records Type Settings"

Step 2: Tap on the "Add Records Type"

Step 3: Give this record a Name/title ie: "Safe Work Method Statements"

Step 4: To make this record available to the Contractor Company, please select "Company" in the Category dropdown list and select the options which are relevant for this record. Once done, please tap on the "Save" button.

Definition of options:
Active: Select this if you require the Company to fill/respond back to this record type.  You must select this to have the record displayed in the users Records List - it activates the record for completion.
Document Upload: Select this if you require the company to upload a file to support this record type
Expire Required: Select this if you want to capture the expiry date of this record
Number/ID Required: Select this if you require to capture the record number, an example may be the Policy Number or Licence number
County Required: Select this if you want to capture the Country this record is recognised for
State Required: Select this if you want to capture the State this record is recognised for
Approval Required: Select this if you wish to review and approve the record captured. If you do not need to review/verify this record, please leave this option un-checked
Worker Sign Off Required: Select this option if you would like the Contractor Worker to acknowledge that they have viewed the information the Company has submitted against this record

 

How to Set-up Records for Individual Workers

How to Set-up Records for Individual Workers

1. Log into the admin portal: https://jwland.visitor.tiks.com.au/dashboard
2. Tap on the "Records" button 

Step 1: Tap on the "Records Type Settings"

Step 2: Tap on the "Add Records Type"

Step 3: Give this record a Name/title ie: "Safe Work Method Statements"

Step 4: To make this record available to the Contractor Company, please select "Individual" in the Category dropdown list and select the options which are relevant for this record.

Definition of options:
Active: Select this if you require the Company to fill/respond back to this record type.  You must select this to have the record displayed in the users Records List - it activates the record for completion.
Document Upload: Select this if you require the company to upload a file to support this record type
Expire Required: Select this if you want to capture the expiry date of this record
Number/ID Required: Select this if you require to capture the record number, an example may be the Policy Number or Licence number
County Required: Select this if you want to capture the Country this record is recognised for
State Required: Select this if you want to capture the State this record is recognised for
Approval Required: Select this if you wish to review and approve the record captured. If you do not need to review/verify this record, please leave this option un-checked

Step 5: Select which site this worker can work on in the check-box options available: Once done, please tap on the "Save" button.

 

How to Approve or Reject Records

Review Records

1. Log into the admin portal: https://jwland.visitor.tiks.com.au/dashboard
2. Tap on the "Records" button

Step 1: Tap on the search icon and type in the Company you wish to review. Alternatively, you can scroll down the page until you find that Company.

Step 2: To view the records for this Company, tap on the "View Records" agains the company listing

Step 3: You will now see a list of records submitted by this company, to view documents that may have been uploaded, tap on the download document icon

Step 4: To approve this record, tap on the "Approve" button. This will also allow you to add any comments you wish the Contractor Company Admin to see. Once approved, this record tile will go green.

To Reject this record, simply tap on the "Reject" button and add notes to help your Contractor understand what is needed for this record.