View Source

Go to Module

Adjust your video playback settings to improve the quality of the videos below. Learn how here.

Intranet

InForm

Plant Prestart | Toolbox Minutes (Standard) | Toolbox Minutes (using links) with desktop & Lucidity App
Leave Request Form | Time Sheet Form | Cleaning Room Checklist | Quality Inspection | Form Groups

Competency

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

Induction

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

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)

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)

Back to https://integralcs.atlassian.net/wiki/spaces/ICD