SETTINGS
Video
Lucidity Contractor: 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 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
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 |
|---|---|
| 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 user guide for more details. |
| Countries | List of countries according to contractor location |
| 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 |
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 Lucidity Contractor are managed via the Settings tab within Lucidity Access as they apply to more than one Lucidity application. These include:
- Division
- Location
- Business Unit
- Project