On this page:
INTRODUCTION
Video
Lucidity Contractor: Module Overview
Lucidity Contractor can be used as part of a Contractor Onboarding process that includes employee induction, plant registration and entry and recording of licences and certificates. The system manages insurances, pre-qualifications and other key documents and can be used to generate a preferred suppliers register and share performance and status. Contractors can be self-managed or managed by the organisation's team members.
PERMISSIONS
Users are given different permission levels based upon their access requirements. Permissions for all Lucidity applications are set via Lucidity Access and are generally configured by the system administrator. A typical set of permissions would be:
| USER LEVEL | ADD, EDIT, DOWNLOAD DOCUMENTS | APPROVE DOCUMENTS | DELETE DOCUMENTS | ADD CONTRACTOR | MANAGE CONTRACTORS | MANAGE SYSTEM SETTINGS |
|---|---|---|---|---|---|---|
| Contractor | Y* | |||||
| Manager | Y* | Y* | Y | |||
| System Administrator | Y | Y | Y | Y | Y | Y |
*Subject to scoping restrictions
These are the typical views and features for each specific user. Lucidity Access allows for customised permissions for each type of user.
Contractor
By accessing Lucidity Contractor, contractors can become responsible for uploading and managing their own documents. Permissions for contractors can be scoped to allow access to their specific company documents only. Contractors can be guided through a full onboarding process if set in Lucidity.
Contractor Accounts must have Scoping Applied
It is important that accounts created for contractors are scoped, to ensure that they can only access their own company records. If unsure, it is best to test the account to ensure that the correct access has been created prior to sending the details to the contractor for them to log in.
Manager
Video
Lucidity Contractor: Manager Access
Managers can be enabled to take responsibility for ensuring contractors working for them have all the appropriate paperwork, insurances etc. Permissions for managers can be scoped to allow access to specific companies only.
Managers will generally have permissions to:
- View and edit contractor company details
- View contractor employees, including training records
- View and approve contractor documents
The Menu and Tab options relevant for managers are:
- Contractors Menu
- Documents Menu
- Contractor Tab
Read-Only
Depending on the system configuration, Managers may only have read-only access to some menu and tab options.
System Administrator
System Administrators will generally have access to all users and functionality within the system. In addition to the same functionality as managers, system administrators can also:
- Manage all aspects of contractors including archiving and deletion
- Manage all aspects of contractor employee's
- Manage all aspects of contractor's documentation, including approval and deletion
- Manage system settings including drop-down menu options
Retaining System Integrity
Only the system administrator has the permission to manage master data such as managed lists. It is recommended that the number of system administrators per instance of Lucidity Software is kept to a minimum to retain integrity and consistency across the system configuration and to avoid duplication. It is a worthwhile exercise to create a standard set of guidelines that all new master data entered must follow.
NAVIGATION
The menu and tab options available will vary between each user, dependent upon their permissions and access levels. Navigation between most pages within Lucidity Software is very similar.
Video
Lucidity Contractor: Navigation for Administrators
- Tab options: top panel listing areas of access within the module
- Contractor tab: reflects the current module. Select to switch between modules
- Menu options: left-hand panel listing areas of access within the current tab
- Help: provides links to help documentation such as User Guides and support materials
- Show Filters: allows for defining search parameters
- Excel Export: an Excel report reflecting the current filters selected
- Alphabet: click on each individual letter to filter through users alphabetically
- Headers: click to sort in ascending/ descending order
- Zip: Download all records for the contractor
- Documents: Manage contractor documents
- Employees: Manage contractor employees, including training records
- Actions: Archive and delete contractors
Tabs
As with all Lucidity Software Modules, Lucidity Contractor uses a series of tabs for basic navigation which are based on assigned permissions. Details on all these options are outlined in the User Guide.
- Contractors: View, edit, approve, archive and delete all company details, including documents and employees
- Settings: Create, edit and update in-system drop-down lists
Filters
Filters are a powerful tool enabling general or very specific searches to be applied. Filters are available on many pages within Lucidity Software.
Filters on the Contractor page are divided into two main sections. Any field with the [SELECT] option denotes a list will be displayed to select from. Options in these lists are pre-populated according to system configuration. Multiple options in multiple filters for a single search can be selected.
Refer to the My Filters User Guide for more details on how to use filters.
My Filters and My Emails
My Filters User Guide: Users can create and save their own reports using the My Filters feature.
Any saved filters can be easily accessed via the Current Filter drop down selection option above the filter tabs. This is a short-cut route for applying saved filters.
My Emails User Guide: Automatically emailed reports can be specified using the My Emails feature.
Column Configuration
Columns within each page of Lucidity Contractor as well as those displayed in reports can be manipulated by the system administrator. The columns displayed as well as the order in which they are displayed can be adjusted. It is important to remember that changes made to columns affect all users viewing the pages or running reports.
View the Column Configuration User Guide for more details.
