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Managing users on the app (OnSite)
Who is this article for?Site managers and supervisors managing users on sites.
Manager or supervisor permissions are required.
This page provides instructions on how to use the Lucidity App to manage users on sites.
1. App OnSite
Video: OnSite - Lucidity App
Site Managers and Supervisors are able to.
- Tap on/tap off multiple users to an OnSite area from the Lucidity App only.
- View who is currently tapped in and their name, company and phone number.
- View their competency records.
- Before using Onsite via the Lucidity App to check users in/out of site ensure that users and Site Managers/Supervisors have the required permissions setup.
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For Users:
- Go to the HR record for the user who should be accessing a site.
- In the Access Card section: Click Enabled.
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For Site Managers/Supervisors:
- Ensure that the Site Manager/Supervisor has been assigned permission in the Access module to enable them to check users in/out of site via Onsite in the Lucidity App.
- The role assigned should be the “Column Configuration” Role for Onsite, or for Administrators the Administrator Role for Onsite.
2. Tapping other users in or out
To tap in or out other users, from the Lucidity App:
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Tap the OnSite icon on the App Dashboard.
- Select the area the user should be tapped in or out of.
- Select Scan people IN/OUT.
- Tapped in or tapped out message will be displayed.
- The Onsite Dashboard will now include the tapped in user in the number of people on site.
- To see the details of who is currently tapped into an area select the number currently scanned in.
- A list of tapped in user for that area is displayed.
- Once viewing the list of people scanned in, you can drill down to see the individual's records.
- Tap them out by selecting the tap out button on the right of the screen.