There is the ability to ‘Copy’ an existing user which duplicates the user access permissions. An entry is created within Lucidity HT with basic information (Firstname, Lastname). Further details can then be added if required from within Lucidity HR.
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| The password validation rules specified by your administrator will be applied each time a password is set or modified. |
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User Groups
User Groups are used to control notifications and to allow Users to be selected as a group in certain places within Lucidity, such as when creating Actions. Each User can be added to as many User Groups as necessary to enable them to receive the required notifications. Note that each Lucidity module has a series of automatic notifications that are delivered in response to certain actions within each module. These notifications do not require any User Group selections in order to be sent.
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By default each User can see all records for the Lucidity modules that they can access. If scoping is required, make a number or selections as appropriate to limit the records which are displayed. In the example below, the user will only have visibility of Incidents entered against Projects P214 and P420.
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Notifications are scoped by default i.e. they will only be sent to the User based on their Business Unit, Project, etc scoping. Please refer to the Notification section at the end of this User Guide for more information. |
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Click onto Add or Edit roles to make changes:
There are a number of ‘Standard’ Roles that Lucidity uses when setting up new systems. You may use these unchanged, or you may request that we (or you may) changes these to other titles.
Application | Role Title | Description |
| Access | Administrator | Manage settings like set up global lists such as Project, Division, and State; Create and manage User accounts; Customised roles; etc |
| Lucidity Learning (Competency) | Administrator | Configure module settings and manage the list of capabilities |
Manager | Manage training records, reeds, run reports, filters, etc | |
| Training User | Undertake linked training (E-learning) and view the My Training page | |
Manager | Manage Training Records, Needs, run reports etc | |
Administrator | Configure site settings and manage the list of Capabilities | |
| Lucidity Contractor | Administrator | Configure settings |
| Lucidity HR | Administrator | Create and manage Employee details |
| Lucidity Incident | Submit | Enter a new Issue |
Responsible Manager | Include the User as a Responsible Manager | |
Closeout Manager | Include the User as a Closeout Manager | |
Manager | Manage Issues, run reports etc | |
Administrator | Configure site settings | |
| Lucidity Learning (Induction)
| User | Undertake online training |
Administrator | Configure site resources and setup | |
| Lucidity InForm | Administrator | Configure settings |
| Lucidity Injurymanagement (RTW) | Administrator | Configure settings |
| Lucidity Intranet | Administrator | Configure settings |
| Lucidity Risk | Manage Master Register | Create and manage Risk Registers |
| Manage templates | Manage all templates | |
| Manage Child Registers | Add and edit child registers and manage child risk queue | |
| Manage Project Templates | Add, edit and delete templates and manage archived registers | |
Administrator | Configure site settings and manage the Master Risk Register |
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There are different access privileges for each application. The following chapter details what is available for each application:
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| Privilege | Comments |
|---|---|
| Administrator | Access to Settings, Tools and all other tabs in Lucidity Incident |
| Audits / inspections | Access to the Audits / Inspections tab |
| Closeout Manager | User appears in the Closeout Manager drop-down and can be selected as a Closeout Manager |
| Column configuration | Able to view the Column Configuration button and modify the columns displayed on screen or in the excel export |
| Configure settings - enabled features | Provides access to the Configuration menu item within the Settings tab, from where certain Lucidity Incident features can be enabled or disabled. |
| Create (report and manage) | A user can create an entry and access the report and manage pages of any entry they create. |
| Create (report only) | A user can create an entry and access the report page of any entry they create. |
| Dashboard widgets user | Create, view, edit and delete new dashboard templates (Dashboard Template Manager) &/or add dashboards from a template, view, edit and delete own dashboards and widgets (Dashboard widgets user) |
| Dashboard readonly widgets user | Can access the Dashboard but only in a read only manner i.e. cannot edit, add or remove widgets. Their dashboard(s) must be set up by another user with edit permissions. |
| Dashboard template manager | Able to create, edit and delete Dashboard templates. |
| Delete Issues | Delete an entry |
| Edit Issue | Edit the report page of any existing entry. |
| Issue admin | Able to edit closed incidents which are normally readonly. |
| KPI's - Delete | Delete KPI |
| KPI's - Delete Categories | Delete KPI category |
| KPI's - Manage | Create, view and edit KPI |
| KPI's - Manage Categories | Create, view and edit KPI category |
| Manage Issues | Edit the manage page of any entry. Would normally also allocate the "Edit Issue" permission at the same time. |
| Manage Incident Actions | Access to the All Actions menu within the Actions Tab |
| Manage Subcontractors | Manage the contractors list in Settings |
| Meetings / other | Access to the Meetings / other tab |
| Regulatory notification | Access to the Regulatory notification tab |
| Report emailing administrator | Can use the MyEmails functionality to send emailed reports to other users. Without this permission a user is only able to schedule reports to be sent to themself. |
| Reports | Access to the Reports menu |
| Reset Incident to Draft | Reset any entry to Draft |
| Responsible Manager | User appears in the Responsible Manager drop-down and can be selected as a Responsible Manager |
| Statistics - Data Entry | Enter data for the Statistics tab |
| Statistics - Report | View the Reports menu within the Statistics tab |
| Tools | Access to the Tools / Settings menu |
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| Privilege | Comments |
|---|---|
Actions - Manage | Manage all actions |
| Column Configuration | Control the column configuration of list pages |
Dashboard Template Manager | Create templates within the InForm dashboard |
| Dashboard widgets user | Access to the Dashboard |
| Form Admin - Archive | Able to access Archived form templates |
| Form Admin - Delete | Able to delete form templates |
| Form Admin - Manage | Create and edit form templates |
| Form Groups - Delete | Delete form groups |
| Form Groups - Manage | Create and edit Form Groups |
| Form Records - Create and Edit | Create new form Records (complete a form) |
| Form Records - Create and Edit Own | Create new form Records but only see own entries |
| Form Records - Delete | Delete form records |
| Form Records - View All | View all completed form records |
| Form Records - Can be emailed | Email inform form record |
Lucidity Contractor
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- Division
- Location
- Business Unit
- Project
- State
- Country
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