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MANAGEMENT SYSTEM
Video: Management System Overview
The Management System within Lucidity Intranet can be used to create interactive and informative screens to draw people into the organisation's IMS. Links to documents or other parts of Lucidity Software can be added. Documents can relate to quality assurance, OH&S, environmental management, HR policies and so on.
Document Filing
In order for a document to be linked to a page and appear within the Management System, it must first be loaded into the Filing Cabinet, typically in the Document Vault. This is the dedicated location in which all resources MUST be loaded if they are to be linked to the Management System.
Refer to the Filing Cabinet page within this user guide for more details.
The Management System is comprised of a group of pages and sub-pages. These pages contain the texts and links that allow end-users to navigate the Management System's diagrams and menus. System administrators can add new pages and edit, reorder or delete existing pages.
Multiple Management Systems
Multiple management systems can be utilised and access permissions restricted to various groups of employees, contractors etc. Each management system can have multiple pages, links and documents contained within them. Some examples of different uses of management systems and possible information and subpages to include are:
| Management System | Information & Sub-pages |
|---|---|
| Organisation Management System | Company wide policies and procedures Company clients Training calendar Audit schedule "How to" tips |
| HSES & Well-being | Monthly safety campaign Mental and emotional well-being OHS policies and procedures |
| Employee Centre | New starter assistance Employee benefits Social activities |
| Contractor Portal | Contractor notice board Onboarding instructions and links "How to" tips |
| HR Team | Confidential documentation relevant for the HR team only |
| Millennium Falcon Project | Project team notice board Project onboarding Project documents and policies |
| Tenders | Tender masters Estimating tools Documents to provide for prospective tenders |
Add New Pages
To add a new page, from the Management System:
- Click 'Tools' in the top right-hand corner of the screen
- In the pop-up menu, click 'Create Page'
- Complete the fields (see tables 'Definitions of Fields' below)
- Click 'Save'
Definition of Fields
| Name | Definition |
|---|---|
| Title | Enter the page title |
| Parent | If the new page is to be located under another and is therefore a 'child' page, select the 'parent' page it is to sit under Select 'Top Level' if the new page is not to sit under another |
| Content | Enter all content for the page, including web links, documents, images and videos, using the styling tools available (refer to the Styling Tools page within this user guide for more details) Use the enlarge tool |
Linking Pages within Lucidity
URL links in the Management System can be to external web pages or they can be to other pages within Lucidity Software. For example, the top-level parent page in the Management System within Lucidity Intranet may include an image of an audit schedule:
The Audit Schedule page is a sub-page and therefore has its own unique URL. Open the Audit Schedule (or relevant) page, copy the URL and paste into the image properties as the target link. Once clicked, the end-user will be taken to the Audit Schedule page.
Refer to the Styling Tools page within this user guide for moredetails on the link functionality with text and images.
Edit Pages
To edit a page in the Management System, from the relevant page:
- Click the 'Edit' icon in the top right-hand corner
- Edit the page as required, referring to the Styling Tools page within this user guide for more details
- Click 'Save'
Reorder Pages
Pages displayed in the content tree of the Management System can be reordered as required.
To reorder pages in the content tree, from the Management System:
- Click 'Tools' in the top right-hand corner
- Click 'Reorder Pages'
- Click and drag the relevant page to the new position
- Click 'Back' to return to the Management System
Delete Pages
To delete a page from the Management System, from the relevant page:
- Click 'Tools' in the top right-hand corner
- Click 'Delete'
- Click 'OK' to confirm the deletion
Deleting Pages
Once a page has been deleted, it CANNOT be retrieved. If a page is deleted by mistake, it will need to be recreated. Always use the delete function with caution.
An alternative to deleting pages that are no longer required is to create an archived page. Use the archived page as the parent for any pages no longer required.
Hide the Content Tree
The content tree can be hidden from view to allow more viewing space for the Management System pages if required.
To hide the content tree, click the black arrow at the top of the tree:
Click the same arrow again to unhide the content tree:
