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SETTINGS
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Lucidity Contractor: Settings Tab
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The Settings tab is only available to the System Administrator system administrator and is where the drop-down lists that are available within the filters of Lucidity Contractor are generated.
Settings Menu
From the Settings menu, System Administrators system administrators can:
- Add Newnew, Edit edit and Delete delete items from each list
- Use Filters filters to search
- Generate an Excel report for each list
Managed Lists
| Company Status | List of Statusstatus' to apply to Contractor Companiescontractor companies For example: Approved, Not Approved, Pending, Under Review The Contractor contractor status can be determined by internal organisational processes |
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| Company Category | List of Categories categories to apply to Contractor Companiescontractor companies For example: Civil & Mining, Construction, Disability Services Note more than 1 category can be selected |
| Company Classification | List of Classifications classifications to assign to Contractor Companies contractor companies to determine which Documents documents are required Refer to the Contractor Document Classification & Self-Service section of this User Guide for more details. |
| Countries | List of countries according to Contractor contractor location |
| Document Type | List of types to apply to Contractor Documentscontractor documents For example: Environmental Management Plan, Public Liability Insurance, Worker's Compensation Insurance |
| Document Category | List of Categories categories to apply to Contractor Documentscontractor documents For example: Management Plan, Certifications, Insurance |
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Care must be taken to ensure that any entries in lists that are modified do not have unintentional consequences, as all existing Contractors contractors and Documents documents that have used a particular selection in a list will be also modified. |
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