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Competency People

Owned by Former user (Deleted)
Last updated: Aug 06, 2024 by Richie Rowe
4 min read

PEOPLE

The People menu consists of the users in the organisation (excluding those exclusively in Lucidity Induction).

Lucidity HR

All users are created and managed within Lucidity HR  or Lucidity Access, both of which come as automatic additions to Lucidity Competency. User information is shared between the full suite of Lucidity products, such as Lucidity Risk.

Within Lucidity HR, user details are entered, tracked, updated and archived as required. Some of this information is then used within Lucidity Competency for the purpose of tracking and reporting on training records and needs.

 

Video: People Menu Overview

 

In the People page of Lucidity Competency, administrators can:

  • View or generate a report by groups of users

  • View or generate a training report of a user

  • Add or edit a user's records

  • Add or edit an user's needs

  • Download all attached evidence for a user's training history

Note: You can also add and edit records or needs from the records or needs menu on the left-hand panel.

To view, add or edit records or needs for a single user, access via the People page.

To view, add or edit records for more than one user and/ or capability in bulk, access via the Records page.

To view, add or edit needs for more than one user or capability in bulk, access via the Needs page.

View or Generate a Report by Groups

To generate a report for a specific group of users, such as employees, for a specific capability, from the people page:

  1. Click the Group 'Employees' in the left menu

  2. Click 'Show Filters'

  3. Select the relevant filters

    1. Select the Division if required

    2. Click 'Capability Held, and select as required

    3. Click 'Filter'

  4. All results will be displayed at the bottom of the screen

  5. Click 'Excel Export' to generate this report into Excel

View or Generate a User's Training Report

To generate a report for a user's full training history from the People page:

  1. Click 'Show Filters'

  2. Locate the user by entering their name in the search field

  3. Click 'Filter'

  4. The lower half of the screen lists all users meeting the search criteria

  5. Click 'Records' to the right of the user

  6. Click 'Excel Export' to generate the Excel report

Add or Edit a Record by User

Add Records

To add a new record to a user, from the user's individual record page:

 

  1. Click 'Add New'

     

  2. Complete the fields (refer to the Add Record section in the Records page in this user guide for the definitions of each field)

    1. Note multiple capabilities can be selected in order to add multiple records in one entry, providing all other details (issue dates etc) are the same

  3. Click 'Save' to keep the record or 'Save and New' to add another record

Edit Record

  1. Locate the specific record for the user

  2. Click 'Edit' to the far right of the record details

  3. Adjust fields as required

  4. Click 'Save' to keep the changes

Add or Edit a Need by User

Add Needs

To add a new need to a user, from the user's individual needs page:

  1. Click 'Add New'

     

  2. Complete the fields (Refer to the Add New Need section on the Needs page in this user guide for the definitions of each field)

    1. Note multiple capabilities can be selected in order to add multiple needs in one entry, providing all other details (due dates etc) are the same

  3. Click 'Save' to keep the need or 'Save and New' to add another need

Edit Needs

  1. Locate the specific need for the user

  2. Click 'Edit' to the far right of the need details

  3. Adjust fields as required

  4. Click 'Save' to keep the changes

Download Attached Evidence for a User's Training History

 

Downloading all evidence associated with the entire training history for a user must be done via the employee, casual or subcontractors menu. This is not accessible from the People All page.

  1. Click on the relevant user group type

  2. Use the Search functions to locate the user

  3. Click the 'Zip' icon to the right of the user

  4. A download will commence. Note this may take some time dependent on Internet speed and number of files

  5. Unzip the file once downloaded (this is usually found in the My Downloads folder under My Computer) and save as required