New article
Recently updated
Creating Issues within the mobile app
Who is this article for?Users who want to learn to create Issues in the mobile app.
No elevated permissions are required.
The Lucidity mobile app provides a convenient way to log and manage issues directly from the field. This guide will walk you through the process of creating a new issue within the app, ensuring your concerns are promptly documented and escalated for resolution.
1. App issues
This page provides instructions on how to create incident, non-conformance and hazard reports from the Lucidity App only.
1.1. Available Incident records
Regardless of privileges users may have, only the initial entry details of an issue can be completed from within the App. Once saved it cannot be reviewed or edited in the App. Users can access the full Lucidity Incident module via a web browser from any device to view additional functionality associated with issues.
2. Creating an Issue
Video: Create Issues Reports
Currently, incident, non-conformance and hazard issue types can be entered via the App. The following explains how to enter an incident report but the steps are the same for any issue type.
To create a new incident, from the App Dashboard:
- Tap Add Incident in the quick links.
- When using the Lucidity mobile app, only the Details, Date of Incident, and Time of Incident fields are required. Not all web browser fields are available.
- This streamlined approach allows for efficient, on-the-scene incident reporting, with the assumption that the full report will be completed later using a web browser.
- Capture relevant photos directly within the mobile app to attach visual evidence to the incident record.
-
Select the relevant Incident categories.
Note: The actual incident category report page cannot be populated via the App. When selected, these act as a placeholder and can be fully completed via a web browser.
-
Populate all other details of the incident as applicable.
Note: If the Responsible and Closeout Managers are not selected, notifications will not be triggered.
- Add any photos of the incident scene.
- Tap Save in the top right-hand corner to return to the Dashboard.
2.1. Input Device
The Lucidity App is designed to be available for use offline and as an input device only. Therefore, in order to ensure large amounts of data are not saved to the device being used, once an issue has been entered and saved it is no longer accessible to view or edit via the app. If editing is required, the issue can be accessed via any Internet browser on any phone, tablet or computer.