OnSite Desktop: Areas

AREAS

Each time a person taps at an access point, they will be either entering or leaving an area. Areas are created within the OnSite desktop module in the Areas page.

From the Areas page, administrators can:

• Add, edit and delete areas

• Manage the capabilities and contractor documents required to enter each area

• Generate reports on all areas

Add New Area

To add a new area, from the Area page:

1. Click 'Add New'

   

2. Complete the fields (see table 'Definitions of Fields below)

3. Click 'Save' to save the document

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

Definition of Fields

Name	Enter the name of the area
Organisation Details	Each area is linked to the organisation structure such as division, business unit, project etc as relevant. This allows reports to be created based on only a project for example, only including the areas that exist within that project. The image below illustrates a typical project arrangement that includes two areas.
Area Manager	Admins can set Area Managers so that they can receive a notification for anyone entering the area via an Access point
Access Point	Access points are added to Areas via the OnSite App. See the OnSite Access Points page in this user guide for more information.
Capabilities	People entering the area may be required to hold certain capabilities, such as a site induction, before access is granted. Capabilities and individual user records are managed in Lucidity Competency.  Select the capabilities required to enter the area Click 'Add' Click 'Select' and search for the required capability Click 'Save' or click 'Save and New' to add additional capabilities See the Capabilities page and the Records page in the Lucidity Competency user guide for more information on creating and managing capabilities and individual user records.
Contractor Document Types	The companies that people work for may be required to provide particular documents, such as insurances, before access is granted. Contractor documents are managed in Lucidity Contractor. Select the contractor document types required to enter the area Click 'Add' Click 'Select' and search for the required document type Click 'Save' or click 'Save and New' to add additional document types See the Settings page and the Documents page in the Lucidity Contractor user guide for more information on creating and managing document types and individual company documents.

Access Requirements 

The below matrix shows which areas of the system is being checked against each person attempting to tap into an area. Access will be denied if:

• The person does not hold the specified Training records in the Competency module, and

• The person's Company does not have the specified documents uploaded to the Contractor module. 

 If a person as entered as an "Employee" or "Casual" in the HR module,  OnSite does NOT check for contractor documents against that person.

Edit Areas

To edit an existing area, from the Area page:

1. Locate the specific area using relevant filters

2. Click 'Edit' to the far right of the area

   

3. Adjust fields as required

4. Click 'Save'

Archive Areas

To archive an existing area, from the Area page:

1. Locate the specific area using relevant filters

2. Click 'Actions' to the far right of the area

3. Click 'Archive'

   

4. Click 'Confirm' to archive the area 

Reporting from the Areas Page

An Excel list report is available from the Areas page. Reports will reflect filtered search options as displayed on the lower half of the Areas page. 

To generate a report, from the Areas page:

1. Click 'Show Filters'

2. Select the relevant filters

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