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Note that Notifications are 'scoped', which means that a User will receive Notifications relating to all records or entries that they have permission to view. If notifications are to only be sent to a User for a specific Business Unit, Project or other part of the business, then the User must also be scoped to only view that part of the business. |
Home Organisation Unit and Scoping
The Home Organisation Unit is used to pre-populate details for the User when the commence various steps in Lucidity, such as initial an incident or start an electronic form within InForm. The User's Home Organisation Unit is automatically selected for them, and they can then modify it if required for that record, or proceed with the automatic selection.
The Home Organisation Unit is also used to determine whether the User is visible to managers, based on the Manager's Scoping.
To set the Home Organisation Unit, make a selection from the drop down selections as shown below. In the example below, the User has been identified as working on a specific project. Note that each element within the Organisation Units can only have one selection (a user cannot have multiple home Projects for example, as it would not be possible for Lucidity to then select one as the Project selection when they initial a record).
Scoping can also be automatically applied to all modules that the User can access by selecting the checkbox next to the required Organisation Unit. Note that this prevents further scoping from being applied as described further into this page. For example, if the user is to be scoped to only see the Records for their home Project, and does not require access to records from a second or third project, then it is simply a case of checking the box as shown above.
If the user requires scoping to more than one project, then do not select the checkbox, and use the alternative scoping method further down the page, where different scoping can be set per module, and more than one selection from each Organisation Unit can be made.
Note that the home Organisation Unit that is selected here is also displayed in the HR record for the user. The selection can be modified in the future either from Access or HR.
Roles
Roles are used to determine which functionality within each Lucidity module is available to each User. Each User access is determined by the Roles that are selected for that user for each module.
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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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