SETTINGS
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Lucidity Contractor: Settings Tab
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In this page:
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Related pages:
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| Tip |
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Video: Settings Tab |
The Settings tab is only available to the system administrator and is where the drop-down lists that are available within the filters of
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Lucidity Contractor are generated.
Settings Menu
From the Settings menu, system administrators can:
Add new, edit and delete items from each list
Use filters to search
Generate an Excel report for each list
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Managed Lists
Company Status | List of status' to apply to contractor companies For example: Approved, Not Approved, Pending, Under Review The contractor status can be determined by internal organisational processes |
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Company Category | List of categories to apply to contractor companies For example: Civil & Mining, Construction, Disability Services Note more than 1 category can be selected |
Company Classification | List of classifications to assign to contractor companies to determine which documents are required Refer to the Contractor Classification & Self-Service section of this |
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user guide for more details. | |
Countries | List of countries according to contractor location |
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Document Type | List of types to apply to contractor documents For example: Environmental Management Plan, Public Liability Insurance, Worker's Compensation Insurance |
Document Category | List of categories to apply to contractor documents For example: Management Plan, Certifications, Insurance |
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Editing Settings Care must be taken to ensure that any entries in lists that are modified do not have unintentional consequences, as all existing contractors and documents that have used a particular selection in a list will be also modified. |
System Settings within Lucidity Access
Some settings for
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Lucidity Contractor
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are managed via the Settings tab within
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Lucidity Access as they apply to more than one Lucidity application. These include:
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Division
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Location
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Business Unit
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Project