Who is this article for?

Admin users who 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 the meaning and function of each checkbox option available when setting up record types for individual workers in TIKS.

Details

What it is:
Record type options are configurable settings that define how individual worker records behave and what information is required.

Why it matters:
These options help ensure that workers provide the correct documentation and metadata needed for compliance and site access.

Key points

• Active – Displays the record in the worker’s Records List and marks it as required for compliance.
• Document Upload – Requires the worker (or company) to upload a supporting file for the record.
• Expire Required – Captures the expiry date of the record, such as a license or certification.
• Number/ID Required – Captures a unique identifier like 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.

FAQs

• Do I need to select “Active” for the record to be visible?
  Yes. Without selecting “Active,” the record will not appear in the worker’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 individual workers
• Understanding record type options in TIKS
• How to onboard individual workers with Procore integration