On this page:
AREAS
Each time a person taps at an access point, they will be either entering or leaving an area. Areas are created within the OnSite desktop module in the Areas page.
From the Areas page, administrators can:
- Add, edit and delete areas
- Manage the capabilities and contractor documents required to enter each area
- Generate reports on all areas
Add New Area
Video
Lucidity OnSite: Add New Area Coming Soon!
To add a new area, from the Area page:
- Click 'Add New'
- Complete the fields (see table 'Definitions of Fields below)
- Click 'Save' to save the document
The details captured for each document may vary slightly between each system configuration. Fields marked with * are mandatory.
Definition of Fields
| Name | Enter the name of the area |
|---|---|
| Organisation Details | Each area is linked to the organisation structure such as division, business unit, project etc as relevant. This allows reports to be created based on only a project for example, only including the areas that exist within that project. The image below illustrates a typical project arrangement that includes two areas.
|
| Access Point | Access points are added to Areas via the OnSite App. See the OnSite Access Points page in this user guide for more information. |
| Capabilities | People entering the area may be required to hold certain capabilities, such as a site induction, before access is granted. Capabilities and individual user records are managed in Lucidity Competency. Select the capabilities required to enter the area
See the Capabilities page and the Records page in the Lucidity Competency user guide for more information on creating and managing capabilities and individual user records. |
| Contractor Document Types | The companies that people work for may be required to provide particular documents, such as insurances, before access is granted. Contractor documents are managed in Lucidity Contractor. Select the contractor document types required to enter the area
See the Settings page and the Documents page in the Lucidity Contractor user guide for more information on creating and managing document types and individual company documents. |
Access Requirements
Specified capabilities and contractor documents apply to ALL people entering the site via an access card. Access will be denied if the person does not hold the linked capabilities, they are not linked to a company or their company has not provided the valid documents. All requirements in all categories must be met before access to the area is granted.
Edit Areas
Video
Lucidity OnSite: Edit and Delete Areas Coming Soon!
To edit an existing area, from the Area page:
- Locate the specific area using relevant filters
- Click 'Edit' to the far right of the area
- Adjust fields as required
- Click 'Save'
Delete Areas
To delete an existing area, from the Area page:
- Locate the specific area using relevant filters
- Click 'Actions' to the far right of the area
- Click 'Delete'
- Confirm the deletion
Deleting Areas
Deleting an area cannot be undone - always use the delete function with caution. Deleting an area will also delete all logs associated with it.
If an area is deleted in error, a new entry will need to be created.
Reporting from the Areas Page
An Excel list report is available from the Areas page. Reports will reflect filtered search options as displayed on the lower half of the Areas page.
To generate a report, from the Areas page:
- Click 'Show Filters'
Select the relevant filters
- Click 'Filter'
- All results will be displayed at the bottom of the screen
Click 'Excel Export' to generate this report into Excel
