Video: Settings Tab
The Settings tab is only available to the system administrator and is where the managed lists that are available within the filters of Lucidity Risk 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
There are several options for categories for both risks and templates. These do not all need to be used and, in fact, system management is likely to be easier if only one or two categories are used for each.
Risk Category | Apply categories to a risk such as OH&S, Environmental, Finance |
|---|---|
Risk Category (Secondary) | Apply secondary categories to a risk such as Fauna or Flora |
Risk Category Three | Apply third level categories to a risk |
Risk Category Four | Apply fourth level categories to a risk |
Classifications | Apply classification to a risk such as Permit to Work or SWMS |
Jurisdictions | A risk can be limited to specific jurisdiction such as a State/ Industry/ Occupation. |
Template Category 1 | Apply a primary category to a template such as Plant and Equipment, Business |
Template Category 2 | Apply a secondary category to a template such as Fixed Plant, Hand Tools, Mobile Plant |
Template Category 3 | Apply a third level category to a template |
Editing Settings
Care must be taken to ensure that any entries in lists that are modified do not have unintentional consequences, as all existing risks that have used a particular selection in a list will be also modified.
System Settings within Lucidity Access
Some settings for Lucidity Risk 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