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Competency Introduction

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Last updated: Jan 20, 2023
7 min read

INTRODUCTION

Video: Module Overview

Lucidity Competency allows the tracking and planning of competencies for a range of employees, casuals and subcontractors. Training records are created against a set of capabilities or 'Course Catalogue' (i.e. course offerings). Roles can be defined to allow a set of capabilities to be grouped and allocated to a group of users.

Reports are generated as both list-style exports to Microsoft Excel as well as to several matrix-style formats.

 

Getting Started - Lucidity Learning

There are several Quick Reference Guides(QRG's) to provide an introduction to the structure of Lucidity Learning and how the relationship between Lucidity Competency and Lucidity Induction works.

  1. Training Records and eLearn Completion: This QRG illustrates the relationship between eLearning courses created in Lucidity Induction and how they can be completed by both self-registered users in Lucidity Induction or by users in Lucidity Competency. In Lucidity Competency, additional capabilities for users can also be manually recorded. 


    Download as: PDF | PowerPoint (animated)

  2. Training Roles: This QRG illustrates how training roles within Lucidity Competency can comprise eLearning courses created in Lucidity Induction as well as capabilities from Lucidity Competency. Roles can be used to create training needs for users as well as generate training needs analysis reporting.


    Download as: PDF

  3. Contractor Onboarding Process: This process document illustrates how the responsibility of ensuring subcontractors complete online eLearning inductions and upload licences and tickets can be given to an external contractor representative. An internal contractor manager only needs to validate the documents entered, limiting internal administrative burden.


Download as: PDF

 

Managing Contractor Onboarding

Many Lucidity Software modules can be utilised together to manage the full life cycle of companies, contractors and sub-contractors. Lucidity aims to streamline this process and, where appropriate, contractor representatives (administrators from the external company) can be give access to the system to manage their own document and subcontractors, lightening the administrative burden for the organisation. Refer to the Using Lucidity to Manage Contractor Onboarding user guide for more details.

COMPETENCY ACCESS ROLES

Users are given different permission levels based upon their access requirements. Permissions for all Lucidity applications are set via Lucidity Access and are generally configured by the system administrator. The standard roles typically provided in all new Lucidity system builds are as follows. These can be edited by system administrators as required.

 

USER ROLE

ROLE DESCRIPTION

USER ROLE

ROLE DESCRIPTION

General User

Using Competency, a user can complete eLearning and view their own historical records and submit their own tickets and qualifications, and manage their own actions

Read Only

Using Competency, a user can view all records, needs and roles; and run reports

Contractor Representative

Using Competency, a contractor representative can assign training roles and submit records on behalf of their subcontractors (scoping required to specific company)

Manager

Using Competency, the user can manage people, records and needs (cannot delete); view roles, run reports, use dashboard widgets and manage actions

Administrator

Administrator role for Competency

 

General User

By accessing the My Training tab, general users have the ability to upload their own existing training records, complete online eLearning training requirements and view their historical records.

 

Menu Options:

  • Online Training: training capabilities listed here identifies that there is an existing training need within Lucidity Competency and the user has online eLearning to complete.

  • My Tickets: allows for the uploading of personal qualification and tickets by the user. Refer to the Self-Ticket Management page in this User Guide for more details.

  • Training History: lists all historical training of the user, including licences and tickets that have been uploaded into the system as well as completed eLearn training. The user has the ability to view and print these records.

Additional Tab Options:

  • Competency: this option is used to change to other Lucidity Modules installed and accessible by the user

  • Actions: consists of training-related tasks allocated by the manager and/ or the local administrator for the user to be completed. For example, to complete a Training Evaluation Form.

Read Only

End-users may be given read only to Lucidity Competency in order to allow them to view training records, roles and needs and run reports.

Manager

The Competency manager role may not always be assigned to managers within the business but is more a management of the system role, often given to those who are the responsible for the data entry of records or the allocation of training requirements. Managers will be able to manage all aspects of records and needs (but will not be able to delete them), view roles and manage their own dashboard. With correct scoping applied, they will only be able to view the records and needs from specified organisational areas.

 

The Capabilities tab is the central location for training records and has several menu options.

The menu and tab options relevant for managers are:

  • People menu

  • Records menu

  • Needs menu

  • Reports menu

  • Roles tab

  • Actions tab

  • Dashboard tab

Administrator

Administrators will generally have access to all users and functionality within the system. In addition to the same functionality as managers, administrators can also:

  • Access all users

  • View, edit, add and delete training records and needs

  • Add and edit roles

  • Add and edit capabilities

  • Access all menu and tab options

 

The menu and tab options available will vary between each user, dependent upon their permissions and access levels. Navigation between most pages within Lucidity Software is very similar.

 

On the default landing page, Lucidity Competency features:

  • Tab options: top panel listing areas of access within the module

  • Competency tab: reflects the current module. Select to switch between modules

  • Menu options: left-hand panel listing areas of access within the current tab

  • Help: provides links to help documentation such as User Guides and support materials

  • Show Filters: allows for defining search parameters

  • Excel Export: an Excel report reflecting the current filters selected

  • Alphabet: click on each individual letter to filter through users alphabetically

  • Headers: click to sort in ascending/ descending order

  • Zip: Download all records for the user

  • Edit: Edit select user details

  • Records: Access individual user records

  • Needs: Access individual user needs

Tabs

As with all Lucidity Software Modules, Lucidity Competency uses a series of tabs for basic navigation which are based on assigned permissions. Details on all these options are outlined in the User Guide.

  • My Training: End-user access to complete required training, upload personal training records and view training history

  • Capabilities: View, edit and delete all company records and needs, create capability library and access detailed reports

  • Roles: Create, edit and delete capability roles to generate training needs analysis reports

  • Actions: View, edit and close actions assigned from within Lucidity Software

  • Dashboard: provides at-a-glance views that organises and presents information in a way that is easy to read and showing a graphical presentation of the current status

  • Settings: Create, edit and update in-system lists and configure select system settings

Filters

Filters are a powerful tool enabling general or very specific searches to be applied. Filters are available on many pages within Lucidity Software.

Filters on the records page are divided into five main sections. Any field with the [ SELECT ] option denotes a list will be displayed to select from. Options in these lists are pre-populated according to system configuration. Multiple options in multiple filters for a single search can be selected.

  1. General: Filter by general items such as record status, date entered etc

  2. Organisational structure: Filter by division, business unit etc

  3. User Details: Filter by users, their roles, job titles etc

  4. Capability Structure: Filter capabilities, category, type etc

  5. Matrix Only: Filter relevant for Excel Matrix reports only

Refer to the My Filters user guide for more details on how to use filters.

 

 

My Filters and My Emails

My Filters: Users can create and save their own reports using the My Filters feature. 

Any saved filters can be easily accessed via the Current Filter drop down selection option above the filter tabs. This is a short-cut route for applying saved filters.

My Emails: Automatically emailed reports can be specified using the My Emails feature. 

Column Configuration

Columns within each page of Lucidity Competency as well as those displayed in reports can be manipulated by the system administrator. The columns displayed as well as the order in which they are displayed can be adjusted. It is important to remember that changes made to columns affect all users viewing the pages or running reports.

View the Column Configuration user guide for more details.