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In this Page
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Related Pages
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REGULATORY NOTIFICATIONS
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Regulatory Notifications The |
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regulatory notifications tab can be used to record correspondence received from regulators and other authorities. Correspondence received can also be entered as part of an |
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incident, such as where the correspondence is associated with an injury or environmental spill. Correspondence entered within an |
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incident is entered on the first screen of the Incident report as a 'Notice'. Incidents can be filtered from the List Issues page to create a report of just those with notices entered. The intention of the |
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regulatory notifications tab is to allow other correspondence which doesn't relate to an Incident to be recorded and, where required, actioned. Therefore, for simplicity, there is no link between notifications within the Regulatory Notifications tab and the notices that are captured within each Incident. |
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In the Regulatory Notifications tab of Lucidity Incident, users can (role dependent):
Add, edit and delete
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regulatory notification details
Print
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individual regulatory notification details
Report
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on regulatory notifications in Excel format
Add New Regulatory Notification
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Video |
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To add a new correspondence, from the Regulatory Notification page:
Click 'Add New'
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Complete the fields (Refer to 'Definitions of Fields' below)
The details captured for each entry may vary slightly between each system configuration. Fields marked
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with * are mandatory.
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Click 'Save'
Definition of Fields
Regulatory Body | Select the name of the |
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regulatory body the correspondence related to For example: Work Safe, EPA | |
Regulatory Type | Select the |
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regulatory type For example: |
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audit, |
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safety review | |
Notice Reference | Enter a reference ID for the correspondence |
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Organisational Details | Select |
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organisation details as applicable such as |
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division, |
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location, |
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project etc. | |
Date Received | Use the date selector tool to enter the date the correspondence was received |
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Rectification Due Date | If any rectifications are required, use the date selector tool to enter the due date |
Notice Response Sent | Select Yes or No |
Entered By | Pre-populated to name of person currently logged in |
Summary | Enter a summary of the correspondence |
Comments | Add any comments to the correspondence details
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Actions | Add any |
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actions required as a result of the correspondence
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Upload a File | Upload any files associated with the correspondence
Refer to the Uploading Files in Lucidity Modules user guide page for more details. |
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Edit Regulatory Notices
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Video |
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To edit a correspondence, from the Regulatory Notice page:
Use Filters to locate the
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relevant regulatory notice
Click 'Edit' on the far right-hand side of
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the regulatory notice
Edit details as required
Click 'Save' to save changes and return to
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the regulatory notice page
Delete Regulatory Notice
To delete a correspondence, from the Regulatory Notice page:
Use Filters to locate the
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relevant regulatory notice
Click 'Actions' on the far right-hand side of
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the regulatory notice
Click 'Delete'
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In the pop-up window that appears, click 'Delete' to confirm
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| Warning |
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Deleting Regulatory Notices The action of deleting |
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a regulatory notice cannot be undone. Always use the |
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delete function with caution. |
Reporting from
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the Regulatory Notice Page
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Video |
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Print Regulatory Notice Details
To print a PDF of all the correspondence details, from the Regulatory Notice page:
Use Filters to locate the
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relevant regulatory notice
Click 'Edit' on the far right-hand side of
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the regulatory notice
Click 'Print' at the top of the page
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The PDF will open according to specific browser requirements
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Excel List Report
To generate a
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report for a specific group of
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regulatory notices, from the Regulatory Notice page:
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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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