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Table of Contents

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DOCUMENTS

The Document page lists all required, returned, pending and approved documents associated with all contractor's in the system.

From the Document page, administrators can:

  • Add, edit and delete documents
  • Review documents submitted by contractors and approve or return them
  • Generate reports on all contractor documents in the system

Add New Document

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Lucidity Contractor: Add New Document

To add a new document, from the Document page:

  1. Click 'Add New'



  2. Complete the fields (see table 'Definitions of Fields below)
  3. Click 'Save' to save the document

The details captured for each document may vary slightly between each system configuration. Fields marked with*are mandatory.

Definition of Fields

There are a range of fields that can be used to categorise documents. These can assist when filtering or sorting documents and can be edited via the Settings tab. 

NameDefinition
Company NameSelect the name of the company
Document TypeSelect the document type
Issuer NameEnter the issuer name
Issue DateUse the date selector tool or enter the issue date
Expiry Date

Use the date selector tool or enter the expiry date

All expiry dates for documents will display as grey until approved. Once a document is approved, expiry dates will:

(a)  Turn Red when the expiry date has passed

(b)  Turn Orange 30 days prior to the expiry date or

(c)  Remain Green at all other times

Document NumberEnter the document number
NotesAdd any relevant notes for the document
Lapsed

Tick if the document is to be lapsed

This will change the date of the document to grey, indicating it is a lapsed document.

Note existing documents will automatically be lapsed if a new document of the same type is uploaded and:

  • the new document is approved, and expiry date is in the past
  • the new document is rejected or required
Upload a File

Upload a copy of the document

  1. Click 'Add Document'
  2. Locate the document
  3. Click 'Open'
  4. Enter the file name and description as applicable
  5. Click 'Upload'
CommentsAdd any relevant comments for the document
Document Status

Select document status as Approved, Pending, Returned or Required

Refer to the Contractor Self-Service page in this User Guide for more details.

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