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How to manage company records as a Company Admin
Who is this article for?Company Admins who need to view, edit, and respond to record requirements for their company in the TIKS system.
Access to the system portal using Company Admin credentials and permissions to manage company records are required.
This article explains how Company Admins can access, edit, and respond to record requirements for their company in the TIKS system.
Steps
Step 1: Log into the system portal
Use your Company Admin credentials to access the portal.
Step 2: Open the Records section
From the home screen, select the Records tile.
Step 3: View company records
In the Records list, click the View Records button in the Actions column on the far right.
Step 4: Edit a record
On the Records screen, click the pencil icon next to the record you want to update.
Step 5: Complete and save the record
- Fill in the required details in the Edit Record form.
- Upload any necessary documents.
- Click Save once completed.
- Repeat this process for each record.
Step 6: Mark a record as not applicable (if needed)
If a record does not apply to the work your company performs, click the Not Applicable button to submit that response.
Tips
- Ensure all required documents are uploaded before saving.
- Use the “Not Applicable” option only when the record genuinely does not apply.
- You can return to the Records section at any time to update or review submissions.
Related Articles
- How to set up records for contracting companies
- Understanding record type options in TIKS
- How to onboard a contracting company