Competency Training Checklist

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

• Competency.pptx - General Overview
• Competency for Managers.pptx - Managers

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