INSTRUCTIONS
Video: Instructions Overview
The Instructions page is where administrators can manage the instructions which are displayed in various locations throughout the system.
From the Instruction page, the text may appear written as code. When opened, each individual instruction will appear as normal text.
From the Instruction page, administrators can manage instructions for:
eLearn course declaration
Self-registration welcome page
Self-registration terms and conditions
Induction log in page
The table below shows an example for each potential instruction, including from the administrator and user screens.
Instruction | Administrator Screen (click to enlarge) | User Screen | Location |
|---|---|---|---|
Course Declaration |  |  | At the end of all eLearn modules in both Lucidity Induction and Lucidity Competency |
Welcome |  |  | The first screen the self-registered user sees after creating their profile |
Terms |  |  | Bottom of the self-registration page |
Login |  |  | Induction home page, prior to logging in |
Edit Instruction
To edit an existing instruction, from the Instruction page:
Click the relevant course group or click ' Edit' to the far right of the course group
Edit fields as relevant (see table 'Definitions of Fields' below)
Click 'Save'
The details captured for each course may vary slightly between each system configuration. Fields marked with * are mandatory.
Definition of Fields
Name | Enter a name (not seen by users) |
|---|---|
Location | Enter the location (generally configured by Lucidity during implementation) |
Description | Enter the description. Use the formatting tools to format text, add hyperlinks, insert images etc |
Delete Instruction
To delete an instruction, from the Instructions page:
Click 'Actions' to the far right of the instruction
Click 'Delete'
In the pop-up that appears, click 'Delete' to completely delete the instruction from the system
Deleting Instructions
Deleting an instruction cannot be undone - always use the delete function with caution. Any instruction deleted in error will need to be recreated.
CUSTOM FIELDS
The Custom Fields page is where administrators can manage the questions and information self-registered users are required to provide when creating a new profile.
The Custom Fields page is divided into two sections:
Built In Fields
Custom Fields
Managing Built In Fields
Video: Manage Built In Fields
The built in fields are default fields always available to administrators.
Converting Users
It is important to note that the built in fields match fields within Lucidity HR. If a user is converted, the information the user enters into the 'Address line 1' field for example when self-registering will be copied into the 'Address line 1' field in their HR profile. Adding a custom label to the built in field in Induction DOES NOT change the name of the field in HR.
Therefore, it is recommended only minor label changes are made. Adjusting 'Address Line 1' to 'Street Address' for example would make sense. Adjusting it to 'Drivers Licence Number' however would not make sense.
The following can be managed:
Field | The default name for the field |
|---|---|
Custom Label | Adjust the name for the field as required |
Show | Tick if this field is to be on display for self-registration |
Show in Induction Card | Tick if this field is to be printed (with the populated details from the user) on a user's induction card Note: it is advisable to keep the number of fields showing in the induction card to a minimum to avoid over complicating the card and for privacy issues |
Mandatory | Tick if this field is to be mandatory. The self-registered user will not be able to progress until all mandatory fields are populated |
Sort | Use the sort button to click and drag fields in the order to be displayed |
Managing Custom Fields
Video: Manage Custom Fields
If more fields are required, they can be added to the Custom Fields list. These fields WILL NOT be converted across to the users HR profile and will remain unique to Induction.
Converting Users
It is important to note that any custom fields WILL NOT be converted across to Lucidity HR if a user is converted. The information will remain in the users profile within Lucidity Induction only.
Add New Custom Field
To add a new custom field, from the Custom Fields page:
Click 'List'
Click 'Add New'
Complete the fields (see table 'Definitions of Fields' above - same as built in fields)
Click 'Save'
The details captured for each course may vary slightly between each system configuration. Fields marked with * are mandatory.
Use the Edit button to edit custom fields or the Actions > Delete button to delete custom fields.
Manage Custom Fields
Custom fields can be managed from the Manage page, in the same way the built in fields are managed.