Who is this article for?

Admin users who 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 the purpose and function of each checkbox option available when setting up record types for contractor companies in TIKS.

Details

What it is:
Record type options are configurable settings that define how a record behaves and what information is required from contractor companies.

Why it matters:
These options ensure that companies provide the correct documentation, metadata, and acknowledgments needed for compliance and operational tracking.

Key points

• Active – Enables the record for completion. Required for the record to appear in the company’s Records List.
• Document Upload – Requires the company to upload a supporting file for the record.
• Expire Required – Captures the expiry date of the record (e.g., license or certification).
• Number/ID Required – Captures a unique identifier such as a policy or license number.
• Country Required – Captures the country where the record is recognized or valid.
• State Required – Captures the state or region where the record is recognized or valid.
• Approval Required – Enables admin review and approval of the submitted record. Leave unchecked if no review is needed.
• Worker Sign-Off Required – Requires contractor workers to acknowledge they have viewed the submitted record (e.g., Safe Work Method Statement).

FAQs

• Do I need to select “Active” for the record to be visible?
  Yes. Without selecting “Active,” the record will not appear in the company’s Records List.
• Can I enable multiple options for a single record type?
  Yes. You can select any combination of options based on the record’s requirements.
• What happens if I don’t select “Approval Required”?
  The record will be accepted without admin review or verification.

Related Articles

• How to set up Records for contracting companies
• How to onboard a contracting company
• How to invite a Company Administrator