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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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Lucidity Risk: Navigation for Administrators |
On the default landing page, Lucidity Risk features:
- Tab options: top panel listing areas of access within the module
- Risk 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 user guides and support materials
- Show Filters: allows for defining search parameters
- Configure Columns: allows for configuration of columns displayed on screen and in Excel reports
- Excel Export: an Excel report reflecting the current filters selected
- Headers: click to sort in ascending/ descending order
- Admin: Edit Admin details of Project Risk Registersproject risk registers
- Risks: Manage individual Risks risks for a Project Risk Registerproject risk register
- Actions: Manage Unprocessed Risksunprocessed risks, Copycopy, Archive archive or Delete the Project Risk Registerdelete the project risk register
Tabs
As with all Lucidity Software Modules, Lucidity Risk uses a series of tabs for basic navigation which are based on assigned permissions.
- Risk Registers: View, create, edit and delete all Project Risk Registers project risk registers for the organisation and access detailed reports
- Actions: View, edit and close Actions actions assigned from within Lucidity Software
- Master Register: Manage all Risks risks for the organisation and build Risk Templatesrisk templates
- Dashboard: provides at-a-glance views that organises and presents information in a way that is easy to read and showing a graphical presentation of the current status
- Settings: Edit available lists and configure select settings
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 Risk Register page comprises of one main section. 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.
Refer to the My Filters User Guide for more details on how to use Filtersfilters.
My Filters and My Emails
My Filters User Guide: Users can create and save their own reports using the My Filters feature.
Any saved filters can be easily accessed via the Current Filter current filter drop down selection option above the Filter tabs. This is a short-cut route for applying saved Filtersfilters.
My Emails User Guide: Automatically emailed reports can be specified using the My Emails feature.
Column Configuration
Columns within each page of Lucidity Competency Risk as well as those displayed in Reports reports can be manipulated by the System Administratorsystem 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 Reportsreports.
View the Column Configuration User Guide for more details.
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