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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...

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Created 3 years ago by Admin
Updated 3 years ago by Admin


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...

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Created 3 years ago by Admin
Updated 3 years ago by Admin


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 (...

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Created 3 years ago by Admin
Updated 3 years ago by Admin


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...

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Created 3 years ago by Admin
Updated 3 years ago by Admin


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...

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Created 3 years ago by Admin
Updated 3 years ago by Admin


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...

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Created 3 years ago by Admin
Updated 3 years ago by Admin


How does a company administrator log into the portal?

The nominated company administrator will receive an invitation to register email from no-reply@t...

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Created 3 years ago by Admin
Updated 3 years ago by Admin


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...

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Created 3 years ago by Admin
Updated 3 years ago by Admin


How do I set up records for Individual Workers?

Log into the admin portal. Select the "Records" tile. Step 1: Select “Records Type Settin...

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Created 3 years ago by Admin
Updated 3 years ago by Admin


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...

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Created 3 years ago by Admin
Updated 3 years ago by Admin


What do the record type options do?

Definition of checkbox options: Active: Select this if you require the Company to fill/respon...

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Created 3 years ago by Admin
Updated 3 years ago by Admin


How do I set up Records for contracting companies?

Log into the admin portal. Select the "Records" tile. Step 1: Select “Records Type Settin...

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Created 3 years ago by Admin
Updated 3 years ago by Admin


How to onboard Individual Workers with Procore integration?

When TIKS is integrated with Procore, all companies in that project's Directory will come across ...

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Created 3 years ago by Admin
Updated 3 years ago by Admin


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...

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Created 3 years ago by Admin
Updated 3 years ago by Admin


How to onboard Individual Workers (no Procore integration)?

Log into the admin portal. Select the "Records" tile. Tap on the Contracting Company you wa...

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Created 3 years ago by Admin
Updated 3 years ago by Admin


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...

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Created 3 years ago by Admin
Updated 3 years ago by Admin


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 ...

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Created 3 years ago by Admin
Updated 3 years ago by Admin


How do I manage my user Profile?

Click on the “Profile” tile. This then allows you to view and edit your TIKS profile. ...

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Created 3 years ago by Admin
Updated 3 years ago by Admin


How do I edit my Profile?

Click on the “Profile” tile from the admin dashboard. This then allows you to view and edit y...

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Created 3 years ago by Admin
Updated 3 years ago by Admin


What is the “Activity Log” download?

It is a csv file download of all the system changes noting the change, the date, time and user th...

Revision #1
Created 3 years ago by Admin
Updated 3 years ago by Admin

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