Records
How to manage records for companies and individuals in TIKS
When should I set up my Records requirements for Companies and Workers?
It is recommended to set up your Records requirements prior to the site going live. However, you ...
How do you invite a new Contractor Company (when there is no Procore integration)?
Log into the admin portal. Select the "Records" tile. Next, to invite a Contracting Company...
How to onboard Individual Workers (no Procore integration)?
Log into the admin portal. Select the "Records" tile. Tap on the Contracting Company you wa...
Do I have to invite companies when I have a Procore integration?
No, when using the Procore integration, the companies you already have on Procore for the site wi...
How to onboard Individual Workers with Procore integration?
When TIKS is integrated with Procore, all companies in that project's Directory will come across ...
How do I set up Records for contracting companies?
Log into the admin portal. Select the "Records" tile. Step 1: Select “Records Type Settin...
What do the record type options do?
Definition of checkbox options: Active: Select this if you require the Company to fill/respon...
When a Company record is activated does it apply to all companies?
Yes, when a Company record is made “Active” in the record settings then the record requiremen...
How do I set up records for Individual Workers?
Log into the admin portal. Select the "Records" tile. Step 1: Select “Records Type Settin...
What do the options for Individual Worker Records mean?
Active: You must select this to have the record displayed in the users Records List - it activ...
How does a company administrator log into the portal?
The nominated company administrator will receive an invitation to register email from no-reply@t...
How do I manage Company Records as a Company Admin?
Log into the system portal using the company admin credentials. Select Records from the home scr...
How do I invite Individual Workers as Company Admin?
Log into the system portal using the company admin credentials. Select Records from the home scr...
How do I manage an Individual Workers profile as Company Admin?
Log into the system portal using the company admin credentials. Select Records from the home scr...
How do I register and upload my records as an Individual Worker?
Individual Workers (when invited to register by an administrator), will receive a welcome email (...
A record doesn't apply to the work I do (company or individual worker)
A record may not apply to the type of work that you do. In this case a worker or contracting comp...
How long before a record expiry is a reminder email sent out to the company admin?
A reminder email is sent to the Company Admin to advise of an upcoming record expiry 1 month be...