Who is this article for?

Admin users who need to configure record types for contractor companies in the TIKS Admin Portal.

Access to the Admin Portal and permissions to manage Records settings are required.

This article explains how to create and activate record types for contractor companies in the TIKS Admin Portal.

Steps

Step 1: Log into the Admin Portal

Click on the Records tile from the dashboard.

Step 2: Open Record Type Settings

At the top of the Records page, select Records Type Settings.

Step 3: Add a new record type

Click on Add Record Type.

Step 4: Configure the record type

Complete the following fields:

• Name/Title – Enter a descriptive name for the record (e.g., "Safe Work Method Statement").
• Category – Select Company from the dropdown to apply this record to contractor companies.
• Options – Choose any relevant options for this record type.
• Active? – Check this box to activate the record and apply it to all companies.

Click Save to finalize the setup.

Tips

• Use clear and specific titles for each record type to ensure easy identification.
• Only activate records that are ready for use across all companies.
• You can edit or deactivate record types later if needed.

Related Articles

• How to onboard a contracting company
• How to invite a Company Administrator
• Managing site access for contractor companies