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Table of Contents



Areas

AREAS

Each time a person taps at an access point, they are will be either entering or leaving an Areaarea.  Areas Areas are created within the Desktop Module within the Areas tab as illustrated below:

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Image Removedthe OnSite desktop module in the Areas page.

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From the Areas page, administrators can:

  • Add, edit and delete areas
  • Manage the capabilities and contractor documents required to enter each area
  • Generate reports on all areas

Add New Area

Tip
titleVideo

Lucidity OnSite: Add New Area Coming Soon!

To add a new area, from the Area page:

  1. Click 'Add New'

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  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.

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Definition of Fields

NameEnter the name of the area
Organisation Details

Each area is linked to the organisation structure

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such as division, business unit, project etc as relevant. This allows reports to be created based on

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only a project for example

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, only including the

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areas that exist within that

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project.

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The image below illustrates a typical

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project arrangement that includes two

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areas.

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...

Access Point

Access points are added to Areas via the OnSite App.

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AREAS

Each time a person taps at an access point, they will be either entering or leaving an area. Areas are created within the OnSite desktop module under the Areas tab. A sample screenshot is provided below that shows 5 distinct areas.

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Each row shows a different area along with its capabilities. They are further explained in the table below:

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An example of how an area could be set up:

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See the OnSite Access Points page in this user guide for more information.

Capabilities

People entering the area may be required to hold certain capabilities, such as a site induction, before access is granted. Capabilities and individual user records are managed in Lucidity Competency. 

Select the capabilities required to enter the area

  1. Click 'Add'
  2. Click 'Select' and search for the required capability
  3. Click 'Save' or click 'Save and New' to add additional capabilities

See the Capabilities page and the Records page in the Lucidity Competency user guide for more information on creating and managing capabilities and individual user records.

Contractor Document Types

The companies that people work for may be required to provide particular documents, such as insurances, before access is granted. Contractor documents are managed in Lucidity Contractor.

Select the contractor document types required to enter the area

  1. Click 'Add'
  2. Click 'Select' and search for the required document type
  3. Click 'Save' or click 'Save and New' to add additional document types

See the Settings page and the Documents page in the Lucidity Contractor user guide for more information on creating and managing document types and individual company documents.


Warning
titleAccess Requirements

Specified capabilities and contractor documents apply to ALL people entering the site via an access card. Access will be denied if the person does not hold the linked capabilities, they are not linked to a company or their company has not provided the valid documents. All requirements in all categories must be met before access to the area is granted.

Edit Areas

Tip
titleVideo

Lucidity OnSite: Edit and Delete Areas Coming Soon!

To edit an existing area, from the Area page:

  1. Locate the specific area using relevant filters
  2. Click 'Edit' to the far right of the area

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  3. Adjust fields as required
  4. Click 'Save'

Delete Areas

To delete an existing area, from the Area page:

  1. Locate the specific area using relevant filters
  2. Click 'Actions' to the far right of the area
  3. Click 'Delete'

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  4. Confirm the deletion


Warning
titleDeleting Areas

Deleting an area cannot be undone - always use the delete function with caution. Deleting an area will also delete all logs associated with it.

If an area is deleted in error, a new entry will need to be created.

Reporting from the Areas Page

An Excel list report is available from the Areas page. Reports will reflect filtered search options as displayed on the lower half of the Areas page. 

To generate a report, from the Areas page:

  1. Click 'Show Filters'

  2. Select the relevant filters

  3. Click 'Filter'
  4. All results will be displayed at the bottom of the screen

  5. Click 'Excel Export' to generate this report into Excel

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