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/dashboard2. 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 nameStep 2: Add the Company Admin user's Full NameStep 3:Add their admin user's email addressStep 4: Add their admin user's mobile numberStep 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/dashboard2. 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 typeExpire Required: Select this if you want to capture the expiry date of this recordNumber/ID Required: Select this if you require to capture the record number, an example may be the Policy Number or Licence numberCounty Required: Select this if you want to capture the Country this record is recognised forState Required: Select this if you want to capture the State this record is recognised forApproval 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-checkedWorker 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/dashboard2. 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 typeExpire Required: Select this if you want to capture the expiry date of this recordNumber/ID Required: Select this if you require to capture the record number, an example may be the Policy Number or Licence numberCounty Required: Select this if you want to capture the Country this record is recognised forState Required: Select this if you want to capture the State this record is recognised forApproval 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/dashboard2. 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.