Induction Instructions & Custom Fields

In this page:

1 INSTRUCTIONS
- 1.1 Edit Instruction
- 1.2 Delete Instruction
2 CUSTOM FIELDS
- 2.1 Managing Built In Fields
- 2.2 Managing Custom Fields
  - 2.2.1 Add New Custom Field

Related pages:

INSTRUCTIONS

The Instructions page is where administrators can manage the instructions which are displayed in various locations throughout the system.

From the Instruction page, the text may appear written as code. When opened, each individual instruction will appear as normal text.

From the Instruction page, administrators can manage instructions for:

eLearn course declaration
Self-registration welcome page
Self-registration terms and conditions
Induction log in page

The table below shows an example for each potential instruction, including from the administrator and user screens.

Instruction	Administrator Screen (click to enlarge)	User Screen	Location

Instruction	Administrator Screen (click to enlarge)	User Screen	Location
Course Declaration			At the end of all eLearn modules in both Lucidity Induction and Lucidity Competency
Welcome			The first screen the self-registered user sees after creating their profile
Terms			Bottom of the self-registration page
Login			Induction home page, prior to logging in

Edit Instruction

To edit an existing instruction, from the Instruction page:

Click the relevant course group or click ' Edit' to the far right of the course group
Edit fields as relevant (see table 'Definitions of Fields' below)
Click 'Save'

The details captured for each course may vary slightly between each system configuration. Fields marked with * are mandatory.

Definition of Fields

Name	Enter a name (not seen by users)
Location	Enter the location (generally configured by Lucidity during implementation)
Description	Enter the description. Use the formatting tools to format text, add hyperlinks, insert images etc

Delete Instruction

To delete an instruction, from the Instructions page:

Click 'Actions' to the far right of the instruction
Click 'Delete'
In the pop-up that appears, click 'Delete' to completely delete the instruction from the system

Deleting Instructions

Deleting an instruction cannot be undone - always use the delete function with caution. Any instruction deleted in error will need to be recreated.

CUSTOM FIELDS

The Custom Fields page is where administrators can manage the questions and information self-registered users are required to provide when creating a new profile.

The Custom Fields page is divided into two sections:

Built In Fields
Custom Fields

Managing Built In Fields

Video: Manage Built In Fields

The built in fields are default fields always available to administrators.

The following can be managed:

Field	The default name for the field
Custom Label	Adjust the name for the field as required
Show	Tick if this field is to be on display for self-registration
Show in Induction Card	Tick if this field is to be printed (with the populated details from the user) on a user's induction card Note: it is advisable to keep the number of fields showing in the induction card to a minimum to avoid over complicating the card and for privacy issues
Mandatory	Tick if this field is to be mandatory. The self-registered user will not be able to progress until all mandatory fields are populated
Sort	Use the sort button to click and drag fields in the order to be displayed

Managing Custom Fields

If more fields are required, they can be added to the Custom Fields list. These fields WILL NOT be converted across to the users HR profile and will remain unique to Induction.

Add New Custom Field

To add a new custom field, from the Custom Fields page:

Click 'List'
Click 'Add New'
Complete the fields (see table 'Definitions of Fields' above - same as built in fields)
Click 'Save'

The details captured for each course may vary slightly between each system configuration. Fields marked with * are mandatory.

Use the Edit button to edit custom fields or the Actions > Delete button to delete custom fields.