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In this page:
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Related pages:
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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 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
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To add a new area, from the Area page:
Click 'Add New'
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Complete the fields (see table 'Definitions of Fields below)
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
Name | Enter the name of the area |
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Organisation Details | Each area is linked to the organisation structure such as division, business unit, project etc as relevant. This allows reports to be created based on only a project for example, only including the areas that exist within that project. The image below illustrates a typical project arrangement that includes two areas. |
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Area Manager | Admins can set Area Managers so that they can receive a notification for anyone entering the area via an Access point |
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Access Point | Access points are added to Areas via the OnSite App. 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
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
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. |
Declaration Message | Admins can set up a ‘Declaration Message’ message for each area. Once a ‘Declaration Message’ has been entered and enabled by an admin people attempting to enter an area will have to acknowledge that message before they can enter that area. If they do not acknowledge the message they will be presented with a ‘Failed Entry Message’. This is particularly useful for remote sites where their is no supervision of workers. It enables admins to ensure that people working on a site have acknowledged they have been informed about safety issues prior to entering an area.
See the QR Codes page to learn more about how to generate QR codes for people and areas. |
Failed Entry Message | Admins can set up a ‘Failed Entry Message’ message for each area. A ‘Failed Entry Message’ can be displayed on the user's mobile device when using QR code to tap into an area if they do not meet entry requirements or do not agree to ‘Declaration Message’ (if enabled).
See the QR Codes page to learn more about how to generate QR codes for people and areas. |
Remote Entry Message | Admins can set up a ‘Remote Entry Message’ message for each area.
See the QR Codes page to learn more about how to generate QR codes for people and areas. |
Visitor Management Setup | This section provides options for configuring visitor access to areas/sites. |
Enable Visitor Management | When enabled visitors can sign in and out of areas via the Lucidity OnSite Kiosk app. Note: A Site / Area Manager will need to be set when enabled as this becomes mandatory for the feature to work as intended. |
Enable Person Visiting | When enabled this displays a search field that can be used by visitors to find the person they’re visiting. |
Enable Email Notifications | Enables Email Notifications to be sent when a visitor signs in.
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Access Requirements
The below matrix shows which areas of the system is being checked against each person attempting to tap into an area. Access will be denied if:
The person does not hold the specified Training records in the Competency module, and
The person's Company does not have the specified documents uploaded to the Contractor module.
If a person as entered as an "Employee" or "Casual" in the HR module, OnSite does NOT check for contractor documents against that person.
Employee | Casual | Subcontractor | |
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Competency Capabilities |
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Contractor Documents | - | - |
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Edit Areas
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To edit an existing area, from the Area page:
Locate the specific area using relevant filters
Click 'Edit' to the far right of the area
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Adjust fields as required
Click 'Save'
Archive Areas
To archive an existing area, from the Area page:
Locate the specific area using relevant filters
Click 'Actions' to the far right of the area
Click 'Archive'
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Click 'Confirm' to archive the area
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Archiving Areas Archiving an area cannot be undone - always use the archive function with caution. Historical records may be viewed using the "archived" filter in the logs page |
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:
Click 'Show Filters'
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
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