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Competency Training Checklist

Owned by Elaine Yin (Unlicensed)
Last updated: Nov 26, 2018 by Former user (Deleted)
1 min read

The following powerpoints are a guide for users of the system :


The following is a list of suggested topics to cover when providing training or doing self-paced learning for Lucidity Competency. Details for all these topics are accessible in the User Guide.


  • Review Quick Reference Guide
     

  • Permissions
    • My Training/ End-User
    • Manager
    • Local Administrator
    • System Administrator

  • Navigation

  • People
    • View or Generate a Report by Groups
    • View or Generate a User's Training Report
    • Add or Edit a Record by User
    • Add or Edit a Need by User
    • Download Attached Evidence for a User's Training History

  • Records
    • Records Menu
    • Records Page Filters
    • Adding a Record
    • Editing a Record
    • Deleting Records
    • Reporting from the Records Page

  • Needs
    • Needs Menu
    • Adding a Need
    • Editing a Need
    • Deleting Needs
    • Automatic Creation of Needs
    • Automatic Closure of Needs
    • Creating Records from the Needs Page
    • Reporting from the Needs Page

  • Capabilities
    • Capabilities Menu
    • Adding a Capability
    • Deleting a Capability
    • Archiving Capability
    • Reporting from the Capabilities Page
       
  • Reports
    • Available Reports
       

  • Roles

    • Creating and Editing a Role

    • Copying and Deleting a Role

    • Allocating Users to a Role

    • Need Creation Lead Time

    • Default Roles

    • Reporting from the Roles Page

  • Self-Ticket Management 
    • Permissions and Access
    • Capability Selection
    • Allocate Need
    • Add Tickets
    • Validate Tickets
    • Edit Returned Tickets
  • Actions

  • Dashboard Settings

  • Settings
    • Settings Menu

  • Linking to Lucidity Induction for eLearning