Document toolboxDocument toolbox

Contractor Training Checklist

Owned by Theresa Macdonald (Unlicensed)
Last updated: Dec 18, 2018 by Former user (Deleted)

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


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
    Â