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On this page:
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- Click 'Add New'
- Complete the fields (see table 'Definitions of Fields below)
- 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
| Name | Enter 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.
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| 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
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
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. |
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The below matrix shows which areas of the system is being checked against each person attempting to tap into an area. Specified capabilities and contractor documents apply to ALL people entering the site via an access card. Access will be denied if the person does not hold the linked capabilities, they are not linked to a company correct capabilities if an employee/casual or their company has not provided the valid documents . All requirements in all categories must be met before access to the area is grantedif they are a subcontractor/induction user. If a user as entered as an "Employee" or "Casual" in the HR module, it will NOT check for contractor documents against that person.
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