Page Comparison

USERS

The User page allows administrators to create and edit user account information.

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From the User page, administrators can:

• Create new user accounts

• Manage existing user accounts including:

  • Edit user accounts

  • View user records

  • Convert user to other Lucidity Applications

  • Merge duplicate accounts

  • Manage user course group allocation

  • Delete user accounts

• Export list of users to Excel

Create New User

If a user is not creating their own account via self-registration, administrators can create an account on their behalf. Basic information will be required from the user.

To create a new user account, from the User page:

1. Click 'Add New'

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2. Complete the fields as required (see table 'Sample of Fields' below)

3. Click 'Save' to save the user 

The details captured for users is completely configurable and each organisation will have different details they require. The below is a sample only. Fields marked with * are mandatory

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Definitions of Fields

Edit User

Administrators can view and edit user account details. End-users are also able to edit their own details but their may be times when an administrator is requested to do this on behalf of the user.

To edit an existing users account, from the User page:

1. Locate the specific user using relevant filters

2. Click the User or 'Edit' to the far right of the user

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3. Edit fields as required

4. Click 'Save'

View User Records

User course records can be viewed from the Records page as well as directly from the user account in the User page.

To view user records, from the User page:

1. Locate the specific user using relevant filters

2. Click 'Records' to the far right of the user

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3. Records will be displayed and all actions (edit, print, delete) are accessible and manged in the same way as from the Records page. Refer to the Records page in this user guide for more details.

Convert Users

Converting a user is the term used when a user's details and completed records from Lucidity Induction are copied across to Lucidity HR and Lucidity Competency. This allows for users to access all other Lucidity applications as required and for administrators to manage additional training in Lucidity Competency, enter any issues the user is involved in in Lucidity Incident etc.

It is important to note that only records with a course progress of 'Complete' will be transferred. Incomplete or outstanding training will not be converted

To convert a user, from the User page:

1. Locate the specific user using relevant filters

2. Click 'Actions' to the far right of the user

3. Click 'Convert'

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4. Select Employee Type

   1. This will determine is the user is listed as an employee, casual or sub-contractor person type in Lucidity HR

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5. Click 'Save'

6. The user's details will be moved from the User page to the Converted User page and their details and completed records converted

Merge Users

There may be cases where two or more accounts exist for the same user. This may occur if a user, for example, forgets their username or password and chooses to create a new profile rather than contacting an administrator for assistance. This is where merging users can become useful.

In the example below, C-3PO has created 2 accounts with slightly different user names.

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To merge 2 profile, from the User page:

1. Locate the primary user (i.e. - the account needing to be KEPT) using relevant filters

2. Click 'Actions' to the far right of the user

3. Click 'Merge'

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4. In the wizard that opens, click 'Add' to select the users to be merged

   1. More than 1 account can be selected to be merged

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5. Click 'Next'

6. Review the selected changes

7. Click 'Merge'

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8. The accounts will be merged and results displayed. All course records from either account will now be associated with this single account.

   1. Click 'Return to list' to return to the user page

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Manage User Course Groups

If a user selects an incorrect course group or needs additional course groups assigned, this can be managed via the User page.

To manage a user's course groups, from the User page:

1. Locate the user using relevant filters

2. Click 'Actions' to the far right of the user

3. Click 'Course Groups'

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4. Update the course group selections as required

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5. Click 'Update' for changes to be applied

Delete User

To delete a user, from the User page:

1. Locate the specific user using relevant filters

2. Click 'Actions' to the far right of the relevant user

3. Click 'Delete'

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4. In the pop-up that appears, click 'Delete' to completely delete the user from the system

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Reporting from the User Page

An Excel list report is available from the User page. Reports will reflect filtered search options as displayed on the lower half of the User page. 

To generate a report, from the User page:

1. Click 'Show Filters'

2. Select the relevant filters

3. Click 'Filter'

4. All results will be displayed at the bottom of the screen

5. Click 'Excel Export' to generate this report into Excel

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