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INTRODUCTION
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Video: Module Overview |
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.
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Getting Started There are several Quick Reference Guides(QRG's) to provide an introduction to the structure of Lucidity Learning and how the relationship between Lucidity Competency and Lucidity Induction works.
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Managing Contractor Onboarding Many Lucidity Software modules can be utilised together to manage the full life cycle of companies, contractors and sub-contractors. Lucidity aims to streamline this process and, where appropriate, contractor representatives (administrators from the external company) can be given access to the system to manage their own documents and subcontractors, lightening the administrative burden for the organisation. Refer to the Using Lucidity to Manage Contractor Onboarding user guide for more details. |
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Notifications Email notifications may be sent automatically from the Induction module and can be viewed from the Notifications tab within Lucidity Access. For more information on notifications and to view a list of notifications specifically for Lucidity Intranet, refer to the Notifications page within the Lucidity Access user guide. |
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.
USER ROLE | ROLE DESCRIPTION |
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Read Only | Using Induction, a user can view all records and user details and run reports |
General User* | Using Induction, a user can complete induction eLearning courses and print receipts |
Manager | Using Induction, a user can manage users, course records and companies and run reports (cannot delete) |
Administrator | Administrator role for Induction |
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.
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
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Account Access Self-Registered user accounts are not accessible via Lucidity Access by default. If this is a requirement please contact Lucidity Support to enable the 'Access - Display Induction users' feature. |
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
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Retaining System Integrity Only the administrator has the permission to manage master data such as courses and course groups. It is recommended that the number of administrators per instance of Lucidity Software is kept to a minimum to retain integrity and consistency across the system configuration and to avoid duplication. It is a worthwhile exercise to create a standard set of guidelines that all new master data entered must follow. |
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.
Course Details: Filter by course details such as course status, course progress etc
User Details: Filter by users, their company, project etc
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.
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Reset Filters 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 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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