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RISK 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.
USER ROLE | ROLE DESCRIPTION |
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| Read Only | Using Risk, a user can view project risk registers and manage own actions |
| Manager | Using Risk, a user can manage, archive and delete project registers, run reports, use dashboard widgets and manage actions |
| Administrator | Administrator role for Risk |
Read Only
End-users may be given read only to Lucidity Risk in order to allow them to view project risk registers and run reports. These users will be able to perform the following tasks for the projects they have access to:
- View project risk registers at the high level only (no editing permissions)
- Run reports
The menu and tab options relevant for base users are:
- Risk Registers menu
- Reports menu
- Actions tab
Manager
Managers, with correct scoping applied, will only be able to view the project risk registers from specified organisational areas. Generally, they will be able to perform the following tasks for the projects they have access to:
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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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Lucidity Risk: Navigation for Administrators
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On the default landing page, Lucidity Risk features:
- Tab options: top panel listing areas of access within the module
- Risk 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
- Configure Columns: allows for configuration of columns displayed on screen and in Excel reports
- Excel Export: an Excel report reflecting the current filters selected
- Headers: click to sort in ascending/ descending order
- Admin: Edit Admin details of project risk registers
- Risks: Manage individual risks for a project risk register
- Actions: Manage unprocessed risks, copy, archive or delete the project risk register
Tabs
As with all Lucidity Software Modules, Lucidity Risk uses a series of tabs for basic navigation which are based on assigned permissions.
- Risk Registers: View, create, edit and delete all project risk registers for the organisation and access detailed reports
- Actions: View, edit and close actions assigned from within Lucidity Software
- Master Register: Manage all risks for the organisation and build risk templates
- Dashboard: provides at-a-glance views that organises and presents information in a way that is easy to read and showing a graphical presentation of the current status
- Settings: Edit available lists and configure select settings
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 Risk Register page comprises of one main section. 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.
Refer to the My Filters user guide for more details on how to use filters.
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To avoid unwanted data such as archived records appearing unexpectedly, always select 'Reset Filters' when clearing a recent search.
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My Filters and My Emails
My Filters: Users can create and save their own reports using the My Filters feature.
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.
My Emails: Automatically emailed reports can be specified using the My Emails feature.
Column Configuration
Columns within each page of Lucidity Risk 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 Configurationuser guide for more details.
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