Page Comparison

Lucidity Induction allows contractors and employees alike to self-register in order to complete eLearn induction training, as well as any additional training required. This can be included as part of an automated recruitment process. eLearns can be designed with assessments with set-pass marks and additional eLearning post inductions can also be applied. Several reporting options area available.

INDUCTION ACCESS ROLES

Users are given different permission levels based upon their access requirements. Permissions for all Lucidity applications are set via Lucidity Access and are generally configured by the system administrator.

 The standard roles typically provided in all new Lucidity system builds are as follows. These can be edited by system administrators as required.

Read Only

End-users may be given read only to Lucidity Induction in order to allow them to view induction completion status's and run reports.

General Users*

Lucidity Induction can be accessed by creating a new account or using an existing account to log in. General User access is not typically managed by administrators but is applied by default when creating a self-registered account. Refer to the Self-Registration & End-User Guide page in this user guide for more details on account creation and course completion.

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Menu Options:

• Current Courses: training courses listed here identifies that there is existing eLearn training that the user is required to complete

• Completed Courses: all completed training is listed here and can be reviewed

Additional Tab Option:

• My Details: Lists the user's details provided during the self-registration process as well as the induction pathway options selected

Manager

The Induction manager role may not always be assigned to managers within the business but is more a management of the system role, often given to those who are the responsible for ensuring subcontractors have a current and valid induction completion.  Managers will be able to manage all induction course status, users and companies. They will have the ability to:

• View, edit and add training records 

• Edit and update user's details such as company, contact details, course groups etc

• View, edit and add companies

The menu and tab options relevant to local administrators are:

• Settings

• Records

• Users

• Companies

Administrator

Administrators will generally have access to all users and functionality within the system.

 In addition to the same functionality as managers, administrators can also:

• Convert user profiles to Lucidity HR and Lucidity Competency

• Merge duplicate profiles

• Delete training records and users

• Convert user profiles to Lucidity HR and Lucidity Competency

• Merge duplicate profiles

• Create eLearn courses and assessments

• Set induction pathways and course groups

• Delete companies

• Set self-registration instructions, requirements and custom fields

• Access all menu and tab options

NAVIGATION

The menu and tab options available will vary between each user, dependent upon their permissions and access levels. Navigation between most pages within Lucidity Software is very similar.

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On the Administrators Settings, Lucidity Induction features:

• Tab options: top panel listing areas of access within the module

• Induction tab: reflects the current module. Select to switch between modules

• Menu options: left-hand panel listing areas of access within the current tab

• Help: provides links to help documentation such as User Guides and support materials

• Show Filters: allows for defining search parameters

• Excel Export: an Excel report reflecting the current filters selected

• Headers: click to sort in ascending/ descending order

• Edit: Edit select user details

• Actions: Print induction records, view results or delete records

Tabs

As with all Lucidity Software Modules, Lucidity Induction uses a series of tabs for basic navigation which are based on assigned permissions. Details on all these options are outlined in the User Guide.

• My Training: End-user access to complete required training and view training history

• My Details: End-user access to update personal details and course group selection

• Settings: Administrator access to user records and details, courses and course groups, companies and self-registration instructions and requirements

Filters

Filters are a powerful tool enabling general or very specific searches to be applied. Filters are available on many pages within Lucidity Software.

Filters on the Settings page are divided into three main sections. Any field with the [ SELECT ] option denotes a list will be displayed to select from. Options in these lists are pre-populated according to system configuration.

 Multiple options in multiple filters for a single search can be selected.

1. Course Details: Filter by course details such as course status, course progress etc

2. User Details: Filter by users, their company, project etc

3. Dates: Filter by relevant dates such as expiry date, created date etc

Refer to the My Filters user guide for more details on how to use filters.

My Filters and My Emails

My Filters: Users can create and save their own reports using the My Filters feature. 

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Any saved filters can be easily accessed via the Current Filter drop down selection option above the Filter tabs. This is a short-cut route for applying saved filters.

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My Emails: Automatically emailed reports can be specified using the My Emails feature. 

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Column Configuration

Columns within each page of Lucidity Induction as well as those displayed in reports can be manipulated by the system administrator. The columns displayed as well as the order in which they are displayed can be adjusted. It is important to remember that changes made to columns affect all users viewing the pages or running reports.

View the Column Configuration user guide for more details.

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