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INTRODUCTION
Video
Lucidity OnSite: Module Overview
Lucidity OnSite allows businesses to keep track of all people on a particular site at any given time via a seamless tap-in on the OnSite access point with a personal NFC card. Lucidity OnSite automatically checks the competency and induction status of each individual as well as associated documents for the company the person works for prior to permitting access. It can also be used for attendance verification and timekeeping.
Getting Started - Lucidity OnSite
The Lucidity OnSite Quick Reference Guide provides the essential details required to get you started.
Download as: PDF
The Contractor Onboarding with OnSite Process Diagram illustrates how OnSite tap-on tap-off hardware can be incorporated into the contractor onboarding process. Refer to the Using Lucidity to Manage Contractor Onboarding page in the user guide for more details.
Download as: PDF | Powerpoint
Lucidity OnSite consists of the OnSite Desktop Module and a minimum of one OnSite Access Point per site. Each OnSite Access Point includes the Lucidity OnSite App as well as a card reader.
The Onsite Desktop module provides information such as:
- Individual entry and exit times per person
- Time on site (per person or in total)
- Number of personnel on site (currently or over a specific period)
- Configuration and setup options
The OnSite Access Point:
- Allows tap-on and tap-off at the site
- Advises the person entering whether they have a valid access card and whether entry is permitted
- Synchronises with the OnSite Desktop module
- Includes up to 2 hours of battery backup
ONSITE ACCESS ROLES
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. The standard roles typically provided in all new Lucidity system builds are as follows. These can be edited by system administrators as required.
USER ROLE | ROLE DESCRIPTION |
|---|---|
| Read Only | Using Onsite, a user can view access logs and run reports |
| Administrator | Administrator role for OnSite |
Read Only
End-users may be given read only to Lucidity OnSite in order to allow them to view who is currently on any particular site at any given time as well as the ability to run reports.
Administrator
Administrators will generally have access to all people, companies, attendances, sites and functionality within the system. In addition to the same functionality as read only, administrators can also:
- View current tapped in personnel and site attendances
- Manage all aspects of areas including entry requirements such as specific capabilities and contractor documents, including archiving and deletion
- Manage system settings
Retaining System Integrity
Only the administrator has the permission to manage master data such as required capabilities and documents for each area. It is recommended that the number of 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.
Managing Contractor Onboarding
Many Lucidity Software modules can be utilised together to manage the full life cycle of companies, contractors and sub-contractors. Lucidity aims to streamline this process and, where appropriate, contractor representatives (administrators from the external company) can be given access to the system to manage their own documents and subcontractors, lightening the administrative burden for the organisation. Refer to the Using Lucidity to Manage Contractor Onboarding user guide for more details.
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.
- Tab options: top panel listing areas of access within the module
- OnSite 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
- Headers: click to sort in ascending/ descending order
- Tapped in: View current personnel on site organised either by company or by person
- Attendance: View how many people from each company attended each area
- Log: View all personnel who have entered any area
- Reporting: View total people hours worked with a break down by company or person
Tabs
As with all Lucidity Software Modules, Lucidity OnSite 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.
- Logs: View historical and current logs for individuals and companies
- Areas: Create areas linked to OnSite boxes, manage users capability site requirements and contractor document requirements
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 Tapped In 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.
Reset Filters
To avoid unwanted data such as archived records appearing unexpectedly, always select 'Reset Filters' when clearing a recent search.
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 OnSite 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 for more details.
