Contractor Settings

In this page:

1 Settings Menu

Related pages:

The Settings tab is only available to the system administrator and is where the drop-down lists that are available within the filters of Lucidity Contractor are generated.

Settings Menu

From the Settings menu, system administrators can:

Add new, edit and delete items from each list
Use filters to search
Generate an Excel report for each list

Managed Lists

Company Status	List of status' to apply to contractor companies For example: Approved, Not Approved, Pending, Under Review The contractor status can be determined by internal organisational processes
Company Category	List of categories to apply to contractor companies For example: Civil & Mining, Construction, Disability Services Note more than 1 category can be selected
Company Classification	List of classifications to assign to contractor companies to determine which documents are required Refer to the Contractor Classification & Self-Service section of this user guide for more details.
Countries	List of countries according to contractor location
Document Type	List of types to apply to contractor documents For example: Environmental Management Plan, Public Liability Insurance, Worker's Compensation Insurance
Document Category	List of categories to apply to contractor documents For example: Management Plan, Certifications, Insurance

Editing Settings

Care must be taken to ensure that any entries in lists that are modified do not have unintentional consequences, as all existing contractors and documents that have used a particular selection in a list will be also modified.

System Settings within Lucidity Access

Some settings for Lucidity Contractor are managed via the Settings tab within Lucidity Access as they apply to more than one Lucidity application. These include:

Division

Location

Business Unit

Project