Contractor Training Checklist

The following PowerPoint is a guide for users of the system:

• Contractor.pptx

Topics to cover when providing training or doing self paced learning about Lucidity Contractor:
 

• Permissions

  • Contractor

  • Manager

  • System Administrator
     

• Navigation

  • Tabs

  • Filters

  • Column Configuration
     

• Contractors

  • Add New Contractor

  • Edit Contractor

  • Archive Contractor

  • Delete Contractors

  • Managing Contractor Employees

  • Managing Contractor Documents

  • Reporting from the Contractor Page
     

• Documents

  • Add New Document

  • Edit Document

  • Delete Document

  • Reporting from the Document Page
     

• Settings