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INSTRUCTIONS

Video

Lucidity Induction: Instructions Overview

The Instructions page is where administrators can manage the instructions which are displayed in various locations throughout the system.

From the Instruction page, the text may appear written as code. When opened, each individual instruction will appear as normal text.

From the Instruction page, administrators can manage instructions for:

  • eLearn course declaration
  • Self-registration welcome page
  • Self-registration terms and conditions
  • Induction log in page

The table below shows an example for each potential instruction, including from the administrator and user screens.

InstructionAdministrator Screen (click to enlarge)User ScreenLocation
Course Declaration

At the end of all eLearn modules in both Lucidity Induction and Lucidity Competency
Welcome

The first screen the self-registered user sees after creating their profile
Terms

Bottom of the self-registration page
Login

Induction home page, prior to logging in

New Instructions

If a new instruction is required in a new location, this will need to be configured by Lucidity. Please contact support for assistance.

Edit Instruction

To edit an existing instruction, from the Instruction page:

  1. Click the relevant course group or click ' Edit' to the far right of the course group



  2. Edit fields as relevant (see table 'Definitions of Fields' below)
  3. Click 'Save'

The details captured for each course may vary slightly between each system configuration. Fields marked with * are mandatory.

Definition of Fields

NameEnter a name (not seen by users)
LocationEnter the location (generally configured by Lucidity during implementation)
DescriptionEnter the description. Use the formatting tools to format text, add hyperlinks, insert images etc

Delete Instruction

To delete an instruction, from the Instructions page:

  1. Click 'Actions' to the far right of the instruction
  2. Click 'Delete'

  3. In the pop-up that appears, click 'Delete' to completely delete the instruction from the system

Deleting Instructions

Deleting an instruction cannot be undone - always use the delete function with caution. Any instruction deleted in error will need to be recreated.



CUSTOM FIELDS

The Custom Fields page is where administrators can manage the questions and information self-registered users are required to provide when creating a new profile.

The Custom Fields page is divided into two sections:

  • Built In Fields
  • Custom Fields

Managing Built In Fields

Video

Lucidity Induction: Manage Built In Fields

The built in fields are default fields always available to administrators. The following can be managed:

FieldThe default name for the field
Custom LabelAdjust the name for the field as required
ShowTick if this field is to be on display for self-registration
Show in Induction Card

Tick if this field is to be printed (with the populated details from the user) on a user's induction card

Note: it is advisable to keep the number of fields showing in the induction card to a minimum to avoid over complicating the card and for privacy issues

MandatoryTick if this field is to be mandatory. The self-registered user will not be able to progress until all mandatory fields are populated
SortUse the sort button to click and drag fields in the order to be displayed

Managing Custom Fields

Video

Lucidity Induction: Manage Custom Fields

If more fields are required, they can be added to the Custom Fields list.

Add New Custom Field

To add a new custom field, from the Custom Fields page:

  1. Click 'List'



  2. Click 'Add New'



  3. Complete the fields (see table 'Definitions of Fields' above - same as built in fields)
  4. Click 'Save'

The details captured for each course may vary slightly between each system configuration. Fields marked with * are mandatory.

Use the Edit button to edit custom fields or the Actions > Delete button to delete custom fields.

Manage Custom Fields

Custom fields can be managed from the Manage page, in the same way the built in fields are managed.







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