...
| borderWidth | 1 |
|---|---|
| borderStyle | solid |
On this page:
...
In this Page:
| Table of Contents |
|---|
Related Pages:
| Child pages (Children Display) | ||
|---|---|---|
|
RECORDS
Records are created when a user is assigned any eLearn training via Lucidity Induction. eLearning can be assigned automatically via self-registration or manually by administrators and are generally associated with an organisations induction training requirements.
| Tip |
|---|
...
Video |
...
The Records page contains a list of all Records for all Lucidity Induction users, regardless of completion status. Records are created for whole courses, and are not created for individual modules contained within a course.
...
From the Records page, administrators can:
View all course records for all users including whole course, individual module and assessment status and results
Use a variety of filters in isolation or a combination to select records to view
Manage individual records, including resetting failed courses
Export lists of records to Excel or print individual course receipts
View Course Records, Module and Assessment Results
| Tip |
|---|
...
Video |
...
...
Whole course results can be viewed from the records page. Specific filters can be used to narrow down search results. Refer to the Filters section in the Introduction page of this user guide for more details.
Individual module results can also be viewed.
To view the results of individual modules within a particular course, from the Records page:
Locate the specific record using relevant filters
Click 'Actions' to the far right of the record
Click 'View Results'
...
A new window will open, displaying the individual modules from the course, along with all details including status, completion date etc.
Any failed attempts will also be viewable
...
To drill down further into individual module results, click 'View' to the far right of the module
...
Module results, date completed and answers to individual assessment questions (where relevant) will be displayed
...
Click 'Back' at the bottom of the page to return to the Records page.
Add New Course Record
| Tip |
|---|
...
Video |
...
Courses are generally assigned to users automatically via self-registration and completed online by the user. Refer to the Self-Registration page in this user guide for more details.
There may be times when an administrator needs to enter completion records manually, for example if an induction was held in a classroom setting.
To add a new course record, from the Records page:
Click 'Add New'
...
Complete the fields (see table 'Definitions of Fields' below)
Click 'Save' to save the record
The user will now have access to the selected course
The details captured for each record may vary slightly between each system configuration. Fields marked
...
with * are mandatory
...
Definition of Fields
Course | Select the course Refer to the Courses page in this user guide for more detail | |
|---|---|---|
User | Select the user Refer to the Users page in this user guide for more detail | |
Course Progress | Select the course progress The course status displayed for records follows a traffic lights system: Not Started*: Courses have been assigned but not started In Progress*: Course has been commenced but remains incomplete Completed: Course is complete Failed*: Course has not been passed in the allowed number of attempts
|
...
...
| |
Date Completed | If the course is complete, use the date selector tool to select the completion date |
|---|---|
Expiry Date | If the course is complete but has an expiry date, use the date selector tool to select the expiry date |
Edit Course Record
| Tip |
|---|
...
Video |
...
...
To edit any details of an existing record, from the Records page:
Locate the specific record using relevant filters
Click the record or 'edit' to the far right of the record
...
Adjust fields as required
Click 'Save'
Reset a Failed Course
Courses may be created with assessments. Assessments can have a limit on the number of attempts a user can unsuccessfully take before the course is marked as failed. For example, if the number of attempts is set to 3, the user would need to fail the assessment 3 times before the entire course is marked as failed.
When a course is failed, the user can no longer reattempt it and will need to contact an administrator for assistance. It is recommended the user is given additional training to ensure the required knowledge is obtained prior to attempting to resit the course. When ready, the course can be reset to allow the user to reattempt it.
To reset a failed course, from the records page:
Locate the specific record using relevant filters
Click 'Reset' to the far right of the record
...
The course will be reset with a status of 'not started' and the user can now reattempt it
Delete Course Record
To delete a record, from the Records page:
Locate the specific record using relevant filters
Click 'Actions' to the far right of the record
Click 'Delete'
...
In the pop-up that appears, click 'Delete' to completely delete the record from the system
...
| Warning |
|---|
...
Deleting Records Deleting a record cannot be undone - always use the delete function with caution. Any records deleted in error will need to be manually recreated or the user will need to redo the entire course. |
Printing Course Receipts and Generating Reports from the Records Page
| Tip |
|---|
...
Video |
...
...
Administrators can print full Excel list reports for course record details or print receipts for individual courses.
Print Receipts
To print a specific receipt (PDF) for an individual course, from the Records page:
Use filters to locate the required course
Click 'Action's' to the far right-hand side
Two print options are available
...
Both will open as a PDF and can be saved as required (Note: if the course is incomplete, the 'date completed' will be blank)
Print - displays a full page receipt listing all courses and a QRG code
...
Print Induction Card - prints an induction card showing user details, course group completed and a signature space
...
Excel List Report
To generate a report for a specific group of course records, from the Records page:
Select the relevant filters
Click 'Filter'
All results will be displayed at the bottom of the screen
Click 'Excel Export' to generate this report into Excel
...
