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changes.mady.by.user Britelle Humfrey (Unlicensed)

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Comment: updated with accordance to jira15999

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  On this page:

Table of Contents

...

  1. Click 'Add New'



  2. Complete the fields (see table 'Definitions of Fields below)
  3. Click 'Save' to save the document

The details captured for each document may vary slightly between each system configuration. Fields marked with * are mandatory.

Definition of Fields

NameEnter the name of the area
Organisation Details

Each area is linked to the organisation structure such as division, business unit, project etc as relevant. This allows reports to be created based on only a project for example, only including the areas that exist within that project. The image below illustrates a typical project arrangement that includes two areas.

Access Point

Access points are added to Areas via the OnSite App. See the OnSite Access Points page in this user guide for more information.

Capabilities

People entering the area may be required to hold certain capabilities, such as a site induction, before access is granted. Capabilities and individual user records are managed in Lucidity Competency. 

Select the capabilities required to enter the area

  1. Click 'Add'
  2. Click 'Select' and search for the required capability
  3. Click 'Save' or click 'Save and New' to add additional capabilities

See the Capabilities page and the Records page in the Lucidity Competency user guide for more information on creating and managing capabilities and individual user records.

Contractor Document Types

The companies that people work for may be required to provide particular documents, such as insurances, before access is granted. Contractor documents are managed in Lucidity Contractor.

Select the contractor document types required to enter the area

  1. Click 'Add'
  2. Click 'Select' and search for the required document type
  3. Click 'Save' or click 'Save and New' to add additional document types

See the Settings page and the Documents page in the Lucidity Contractor user guide for more information on creating and managing document types and individual company documents.

...

  1. Locate the specific area using relevant filters
  2. Click 'Edit' to the far right of the area



  3. Adjust fields as required
  4. Click 'Save'

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Archive Areas

To delete archive an existing area, from the Area page:

  1. Locate the specific area using relevant filters
  2. Click 'Actions' to the far right of the area
  3. Click 'DeleteArchive'
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  4. Click 'Confirm' to archive the deletionarea 


Warning
titleDeleting Archiving Areas

Deleting Archiving an area cannot be undone - always use the delete archive function with caution. Deleting an area will also delete all logs associated with it.If an area is deleted in error, a new entry will need to be created.

Historical records may be viewed using the "archived" filter in the logs page

Reporting from the Areas Page

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