InForm Introduction

INTRODUCTION

Lucidity InForm allows custom designed forms to be built, published to form groups, and completed by users with appropriate login permissions. It is a powerful and simple to use form building tool and allows for flexible and comprehensive form designs which can then be completed on or offline on any device. Notification alerts can be configured, integration with existing assets in the Lucidity Asset module can be utilised and in system reporting and dashboards allow for detailed analysis of all data collated.

Clients can build their own forms, such as inspections, pre-start checklists, HR forms, plant pre-start checklists or meeting minutes. Choose from an extensive range of fields to design forms and use form groups to control which forms end-users can view and access.

Lucidity InForm is also accessible via the Lucidity App. Via the App, users can create, edit, email and delete (permission dependent) form records. Refer to the Form Records (InForm) page in the Lucidity App user guide for more details.

Email notifications may be sent automatically from the InForm module and can be viewed from the Notifications tab within Lucidity Access. For more information on notifications and to view a list of notifications specifically for Lucidity InForm, refer to the Notifications page within the Lucidity Access user guide.

Permissions

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.

General User

All end-users are typically given access to Lucidity InForm in order to complete and submit forms, such as requesting annual leave, reporting safety incidents etc. 

Open

Menu Options:

• List All Menu: lists available form groups and forms. This is the central location to complete forms and view previously completed forms, all of which are explained in more detail in this user guide.

Additional Tab Options:

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

• Actions Tab: consists of tasks allocated by the manager and/ or administrators for the user to complete

• Dashboard Tab: Summary of completed forms accessible to the user in graph, list and table format

Manager

The InForm manager role may not always be assigned to managers within the business but is more a management of the system role. Managers can view and manage form records, including reports, printing and emailing. With correct scoping applied, they may be only able to view forms from specified organisational areas and/ or specific form groups.

Open

Administrator

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

• Create, edit and delete all forms

• Create, edit and delete all form groups 

• Print and email all form records

• Access all menu and tab options

Navigation

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 InForm features:

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

• InForm 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

• Configure Columns: allows for configuration of columns displayed on screen and in Excel reports

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

• Bulk Change: allows for bulk change of records listed

• Add New: Click to complete or assign a new form

• Headers: click to sort in ascending/ descending order

• Edit: Edit individual records

• Copy: Copy individual records when creating a new record which has similar details

• Actions: Drop down options to email, print, archive or delete records

Tabs

As with all Lucidity Software Modules, Lucidity InForm uses a series of tabs for basic navigation which are based on assigned permissions. Details on all these options are outlined in this user guide.

• Form Records: Create a new form record, assign a Form to an end-user and view forms and form groups

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

• Form Admin: Build new forms, publish, edit or delete existing forms

• 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: Add new form groups and edit or delete existing form groups

Accessing Assigned Forms

End-users can complete forms at any time. They may also have forms they are required to complete assigned to them by their manager or an administrator.

All users can access the forms they are required to complete several ways throughout Lucidity Software. These are outlined in the table below.

In all cases, once the required form is opened, the processes of completing it is the same. Refer to the View and Create Form Records section on the Form Records page within this user guide for more details.