Versions Compared

Old Version 11

changes.mady.by.user Rob Cruse

Saved on

compared with

New Version 12

changes.mady.by.user Former user

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Panel
borderWidth1
borderStylesolid

  On this page:

Table of Contents

...

MANAGEMENT SYSTEM

Excerpt


Tip

Lucidity IntranetVideo: Management System Overview

Image Removed

The Management System within Lucidity Intranet can be used to create interactive and informative screens to draw people into the organisation's IMS. Links to documents or other parts of Lucidity Software can be added. Documents can relate to quality assurance, OH&S, environmental management, HR policies and so on. 


Note
titleDocument Filing

In order for a document to be linked to a page and appear within the Management System, it must first be loaded into the Filing Cabinet, typically in the Document Vault. This is the dedicated location in which all resources MUST be loaded if they are to be linked to the Management System.

Refer to the Filing Cabinet page within this user guide for more details.

The Management System is comprised of a group of pages and sub-pages. These pages contain the texts and links that allow end-users to navigate the Management System's diagrams and menus. System administrators can add new pages and edit, reorder or delete existing pages.

Multiple Management Systems

Multiple management systems can be utilised and access permissions restricted to various groups of employees, contractors etc. Each management system can have multiple pages, links and documents contained within them. Some examples of different uses of management systems and possible information and subpages to include are:

Management SystemInformation & Sub-pages
Organisation Management System

Company wide policies and procedures

Company clients

Training calendar

Audit schedule

"How to" tips

HSES & Well-being

Monthly safety campaign

Mental and emotional well-being

OHS policies and procedures

Employee Centre

New starter assistance

Employee benefits

Social activities

Contractor Portal

Contractor notice board

Onboarding instructions and links

"How to" tips

HR TeamConfidential documentation relevant for the HR team only
Millennium Falcon Project

Project team notice board

Project onboarding

Project documents and policies

Tenders

Tender masters

Estimating tools

Documents to provide for prospective tenders



Add New Pages

Tip

Lucidity IntranetVideo:Add New Pages to the Management SystemImage Removed

To add a new page, from the Management System:

  1. Click 'Tools' in the top right-hand corner of the screen

  2. In the pop-up menu, click 'Create Page'

  3. Complete the fields (see tables 'Definitions of Fields' below) 
  4. Click 'Save'

Definition of Fields

NameDefinition
TitleEnter the page title
Parent

If the new page is to be located under another and is therefore a 'child' page, select the 'parent' page it is to sit under

Select 'Top Level' if the new page is not to sit under another

Content

Enter all content for the page, including web links, documents, images and videos, using the styling tools available (refer to the Styling Tools page within this user guide for more details)

Use the enlarge tool  to make the viewing pane larger


Info
titleLinking Pages within Lucidity

URL links in the Management System can be to external web pages or they can be to other pages within Lucidity Software. For example, the top-level parent page in the Management System within Lucidity Intranet may include an image of an audit schedule:

The Audit Schedule page is a sub-page and therefore has its own unique URL. Open the Audit Schedule (or relevant) page, copy the URL and paste into the image properties as the target link. Once clicked, the end-user will be taken to the Audit Schedule page.

Refer to the Styling Tools page within this user guide for moredetails on the link functionality with text and images.

Edit Pages

Tip

Lucidity IntranetVideo: Edit, Reorder and Delete Pages in the Management SystemImage Removed


To edit a page in the Management System, from the relevant page:

  1. Click the 'Edit' icon in the top right-hand corner

  2. Edit the page as required, referring to the Styling Tools page within this user guide for more details
  3. Click 'Save'

Reorder Pages

Pages displayed in the content tree of the Management System can be reordered as required.

To reorder pages in the content tree, from the Management System:

  1. Click 'Tools' in the top right-hand corner

  2. Click 'Reorder Pages'

  3. Click and drag the relevant page to the new position



  4. Click 'Back' to return to the Management System

Delete Pages

To delete a page from the Management System, from the relevant page:

  1. Click 'Tools' in the top right-hand corner

  2. Click 'Delete'

  3. Click 'OK' to confirm the deletion

Warning
titleDeleting Pages

Once a page has been deleted, it CANNOT be retrieved. If a page is deleted by mistake, it will need to be recreated. Always use the delete function with caution.

An alternative to deleting pages that are no longer required is to create an archived page. Use the archived page as the parent for any pages no longer required.


Info
titleHide the Content Tree

The content tree can be hidden from view to allow more viewing space for the Management System pages if required. 

To hide the content tree, click the black arrow at the top of the tree:

Click the same arrow again to unhide the content tree: