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.