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ACTIONS

Lucidity applications include the Actions tab which allows for the creation of tasks for users to complete and, in turn generate email notifications to the user. In Lucidity InForm, this feature could be used by Managers to allocate Form related tasks (such as a reminder to complete required Forms) to their team members to complete in the Actions tab. It may also be utilised by the Local Administrators to allocate tasks for Managers or users to complete and vice versa. A user can also create actions for themselves.

An example of how a user's My Actions tab in Lucidity InForm may look is shown below.

Filters can be used to view all actions allocated to a user, regardless of the module.

For more detail on how to use this feature, refer to th


DASHBOARD CONFIGURATION

Lucidity applications include Dashboards to allow data to be analysed and to assist reporting. Configuring the Dashboard enables the information required to be shown in visual graphics at a glance.

An example of how a Lucidity InForm dashboard may look is shown below. 

For more details on how to use this feature, refer to the Configure Dashboard User Guide.



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