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Intranet

Intranet Overview
Intranet Full Module Training (40 mins)
End-User & Manager Access
Dashboard Overview
Add News Item
Edit & Delete News Items
Links Panel
Management System Overview

Add new pages to the MS
Edit, Reorder & Delete pages
Filing Cabinet Overview
Managing Folders
Open, Search & Add Files
Generate File Links
Edit and Update Files & Add Tags

Add Review Dates
Move, Copy & Delete Files
Styling Tools Overview
Adding Links & Videos
Adding Tables
Add Files, Images & View Sub-pages

InForm

Inform Overview
InForm Full Module Training (60 mins)
End-User & Manager Access
Complete Assigned Forms
Navigation for Administrators
Column Configuration
Form Records Overview
Create Form Records
Copy and Edit Form Records
Archive & Delete Form Records
Print and Email Form Records
Bulk Download
Assign Forms for Completion
Reporting via Records Page

Form Admin Overview
Form Admin Page
Form Edit Page Overview
Asset Integration
Reference ID
Auto population of data
Conditional Display
Scoring
Publishing Forms
Edit Forms
Copy, Archive and Delete
Form Groups
Publishing Forms
Approval Workflows

Edit Forms
Copy, Archive and Delete

Using form fields:
Text & Paragraph | Checkbox
Radio Button | Date
Drop down | Number
Signature | Table
Table sum | Section Break
Info | Info with links
GeoLocation | Data Source

Competency

Competency Overview
Competency Full Module Training (60 mins)
My Training Tab
Navigation for Administrators
People Menu Overview
Reports from People Page
Download Evidence / Attachments
Records Menu Overview
Adding Records
Editing & Deleting Records
Record Menu Reports

Needs Menu Overview
Adding Needs
Editing & Deleting Needs
Automation of of Needs
Needs Menu Reports
Capabilities Menu Overview
Add & Edit Capabilities
Edit a linked Course
Copy an existing Capability
Delete Capabilities
Archive Capabilities

Reports Menu Overview
Roles Overview
Creating & Editing Roles
Deleting & Copying a Role
Allocating Users to a Role
Need Creation Lead Time
Default Roles
End User Guide
Validate Tickets
Settings Tab
Linking Induction for eLearning

Incident

Incident Overview
Incident Full Module Training (50 mins)
End-User Access
Manager Access
Administrator Access
Issue Workflow Overview
Add New Issue Overview
Add New Incident Report
Add New Non-Conformance
Add New Hazard
Add New Complaint
Add New Improvement Opportunity
List Issues Overview
Edit Issues / Manage Incident Report
Manage Non-Conformance

Manage Hazard
Manage Complaint
Manage Improvement Opportunity
Approve Issue
Close Out Issue
Reset Closed Issue Back to Draft
Causal Analysis
Issue Actions
Reporting from the List Issues Page
Reports Menu Overview
Add New Meeting
Edit & Delete New Meeting
Print and Report from the Meeting
Statistics Overview

Add New Labour Hour Entry
Edit & Delete Labour Hour Entry
Reporting via Labour Hour Page
Labour Hour Report
AIFR
Settings Tab: Managed Lists
Settings Tab: Causal Analysis
Add New Audit / Insp. / Review
Edit & Delete Audit / Insp. / Review
Print & Report Audit / Insp. / Review
Add New Regulatory Notification
Edit & Delete Regulatory Notification
Print & Report Regulatory Notification

Risk

Risk Overview
Risk Full Module Training (35 mins)
Navigation for Administrators
Risk Registers Menu Overview
Create Project Risk Registers
Edit Project Risk Registers
Archive & Delete Project Risk Registers
View Individual Risks in a Project
Add Individual Risks to a Project
Edit Individual Risks to a Project

Delete Individual Risks for a Project
Generating a Project Risk Register Report
Forward a Risk for Review
Reports Menu Overview
Master Risks Menu Overview
Reporting from the Master Risks Page
Queued Master Risks Overview
Review Forwarded Risks
Templates Menu Overview
Adding a Template

Edit Admin Info & Add Risks to Templates
Delete Risks from a Template
Archive & Delete Templates
Downloading Documents via a Template
Reporting from the Templates Page
Settings Tab

Induction

Induction Overview
Induction Full Module Training (55 mins)
Navigation for Administrators
Create Self-Registered Profile
My Training Tab
My Details Tab
Records Overview
View Course Records & Assessment Results
Add New Record
Edit, Reset & Delete Records
Print Receipts & Reports via Records Page
Users Overview
Create and Edit User

View User Record
Convert Users
Merge Users
Manage User Course Groups
Delete User
Reporting from the User Page
Add New Course
Edit, Archive, Copy & Delete Courses
Add New Module
Edit, Copy & Delete Modules
Lucidity Induction Courses Testing Courses
Add New Resources
View, Sort, Edit, & Delete Resources

Converting PowerPoint to SCORM
Add New Assessment
Managing Questions
Course Groups Overview
Add New Course Group
Manage Course Groups
Add Company
Manage Company
Instructions Overview
Manage Built In Fields
Manage Custom Fields

Asset

Asset Overview
Asset Full Module Training (20 mins)
Supervisor & Manager Access
Navigation for Administrators
Add and Edit Assets
Copy, Archive & Delete Assets

Reporting from the Asset Register
Asset Maintenance Overview
Add Maintenance Task
Parent Assets
Repeating Maintenance Tasks
Edit and Delete Maintenance Tasks

Reporting via Maintenance Page
Settings Tab

Contractor

Contractor Overview
Contractor Full Module Training (30 mins)
Contractor Onboarding (25 mins)
Manager Access
Navigation for Administrators
Add New Contractor
Edit, Archive and Delete Contractors

Managing Contractor Employees
Managing Contractor Documents
Reporting from the Contractor Page
Add New Document
Edit and Delete Documents
Reporting from the Document Page

Contractor Self-Service Admin Guide
Contractor Self-Service Contractor Guide
Settings Tab

Return to Work

RTW Overview
RTW Full Module Training (25 mins)
Manager Access
Navigation for Administrators
Case Sections - Admin Details
Medical & Case Management Details

Medical Certificates & RTW Plans
Progress Report, Costs & Summary Logs
Add, Edit and Delete Items
Reporting on Cases & Case Sections

Insurer
RTW Coordinator
Provider
Settings Tab

Permit to Work

PTW Overview
PTW Full Module Training (17 mins)
Navigation
Add New and Submit Permit

Approve Permit
Start and Finish Permit
Restart Permit

Close or Delete Permit
Reporting from the Permit Page
Settings Tab

OnSite

OnSite Overview
OnSite - Lucidity App
Tap-On Tap-Off (NFC Card)
Tap-On Tap-Off (QR Code)
Tapped In Overview

Manually Sign Out People
Attendance Overview
Log Overview

Reporting Overview
Add New Area
Edit and Delete Areas

Lucidity App

Lucidity App Overview
Logging in
Create and Edit Form Records

Email and Delete Form Records
Create Issues
Create and Edit Actions

Manage Images
Settings

HR

HR Overview
HR Full Module Training (47 mins)
My Details Tab
Navigation for Administrators
Add New User - HR

Convert Users Between People Types
Merge Users
Archive People
Reporting from the People Page

Employment Periods Overview
Employment Reviews Overview
HR Records Overview
Settings Tab

Access

Access Overview
Access Full Module Training (47 mins)
Navigation for Administrators
Add New User - Access
Copy Users
Archive Users
Delete Users
Reporting from the User Page

Assign Access Profiles
Lucidity Intranet Permissions
Define User Scoping
Scoping Differences Between Modules
Create, Edit & Delete User Groups
Create Profiles
Edit & Delete Profiles

Add & Edit Roles
Copy & Archive Roles
Form Group Scoping
Notifications Overview
Help Entries Overview
Create & Edit Help Entries
Settings Overview

Shared Features

Shared Features Full Training for all Users (Filters, Scheduled Reports, Actions, Dashboards) (38 mins)

Shared Features Full Training for Admins (Bulk Change, Column Config, QR Codes) (15 mins)

Actions

Actions Overview
Add New Action
Edit & Delete Actions
Linked Items in Actions
Repeating Actions
Actions with Required Forms
Action Tags
User Groups & Actions
Reporting from the Actions Tab

Dashboards

Dashboard Overview
Create Dashboards
Edit, Delete and Publish Dashboards
Adding Widgets
Edit & Configure Widgets
Copy, Edit & Refresh Widgets
Publish Widgets
Dashboard Templates

Filters and Scheduled Emails / Report

My Filters Overview
General Filtering
Save & Apply Filters
Edit Duplicate, Delete & Default Filters
My Emails

Uploading Files & QR Codes

Uploading Files from a Computer
Edit, Download & Delete Uploaded Files
Generate a QR Code for any Record
Using a QR Code from a Mobile Phone

Bulk Change

Bulk Change People or Records
Bulk Lapse Records or Archive People
Bulk Delete Records

Column Configuration

Column Configuration
Column Configuration in InForm

Webinars

How to build forms (40min)
Roles (10 min) & Self-Ticket Management (40 min)
eLearns & Schedule Reports (45m)
Doc Self Service (20min)
Set up Dashboards (42min)
Bulk Change (10 min)
InForm Public Forms (14min), App UI (10min) & Lucidity Training Portal (7min)
InForm Action and Asset Integration / Reporting and BI (31min) Feb 2021

Shared Features Full Training for Administrators (Bulk Change, Column Config, QR Codes) (38 mins)
Shared Features Full Training for General Users (Filters, Scheduled Reports, Actions, Dashboards) (15 mins)

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