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Lucidity Risk: Module Overview

Lucidity Risk allows a set of master risks to be used to create project or site-specific risk registers through a series of templates.  A process improvement workflow allows new and improved risks to be incorporated into the Master and passed to new projects and sites. This is called a 'top down' risk management structure. Each time a new project risk register is required, it is drawn from the current version of each master risk, via the appropriate template. The use of templates allows project managers to efficiently create an 80% complete register with minimal effort. The remaining 20% project specific register can easily be created and added.

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.

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 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 registers
• Risks: Manage individual risks for a project risk register
• Actions: Manage unprocessed risks, copy, archive or delete the project risk register

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 for the organisation and access detailed reports
• Actions: View, edit and close actions assigned from within Lucidity Software
• Master Register: Manage all risks for the organisation and build risk 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 filters.

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 drop down selection option above the Filter tabs. This is a short-cut route for applying saved filters.

My Emails User Guide: Automatically emailed reports can be specified using the My Emails feature. 

Column Configuration

Columns within each page of Lucidity Risk 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.