Who is this article for?

Admin users who need to configure record types for individual workers 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 individual workers in TIKS, including how to assign them to specific sites.

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 for individual workers

• Name/Title – Enter a descriptive name for the record (e.g., "Construction Induction White Card").
• Category – Select Individual from the dropdown to apply this record to individual workers.
  

Step 5: Assign sites and activate the record

• Select the site(s) where this record requirement will apply.
• Choose any relevant record options (e.g., document upload, expiry date).
• Check the Active? box to apply the record to all workers at the selected sites.
• Click Save to finalize the setup.
  

Tips

• Use clear and specific titles to help workers understand the purpose of each record.
• Only activate records that are ready for use across selected sites.
• You can edit or deactivate record types later if needed.

Related Articles

• How to set up records for contracting companies
• Understanding record type options in TIKS
• How to onboard individual workers with Procore integration