Who is this article for?

Administrators who want to learn to configure OnSite areas.

Administrator permissions are required.

This guide explains how to configure OnSite areas in Lucidity, covering the essential processes of adding new areas, editing existing ones, and archiving outdated spaces. By mastering these operations, you'll be able to efficiently manage and organise your OnSite environment, ensuring it accurately reflects your current operational structure and access requirements.

1. Areas
2. Adding a new area
   1. Definition of fields
3. Access requirements 
4. Edit areas
5. Archive areas
6. Reporting from the areas page
7. Further reading

1. 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.

2. Adding a 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.

2.1. Definition of fields

Field	Definition
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.
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.
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.
Declaration Message	Admins can set up a Declaration Message message for each area. Once a Declaration Message has been entered and enabled by an admin people attempting to enter an area will have to acknowledge that message before they can enter that area. If they do not acknowledge the message they will be presented with a Failed Entry Message. This is particularly useful for remote sites where their is no supervision of workers. It enables admins to ensure that people working on a site have acknowledged they have been informed about safety issues prior to entering an area. Enter the Declaration Message. Check the Enabled check box. Click Save.
Failed Entry Message	Admins can set up a Failed Entry Message for each area. A Failed Entry Message can be displayed on the user's mobile device when using QR code to tap into an area if they do not meet entry requirements or do not agree to Declaration Message (if enabled). Enter the Failed Entry Message. Check the Enabled check box. Click Save.
Remote Entry Message	Admins can set up a Remote Entry Message message for each area. A Remote Entry Message can be displayed on the user's mobile device when a user is being manually added via Remote Tap In from the OnSite module. Enter the Remote Entry Message. Check the Enabled check box. Click Save.

3. 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.
• 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.

4. 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.

5. 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.

Archiving an area cannot be undone - always use the archive function with caution. Historical records may be viewed using the Archived filter in the logs page.

6. 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.

7. Further reading

• Installing a wall-mounted access point
• Changing the data sync frequency
• Managing attendance, logs and reporting in OnSite