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Getting started with Lucidity Asset
Who is this article for?Users who want to get started with Lucidity Asset.
Administrator permissions are required for most of these features.
Lucidity Asset offers a comprehensive solution for streamlining asset management in today's complex business environment. This article provides a step-by-step guide to help you begin your journey with Lucidity Asset, covering everything from initial setup to basic operations, ensuring you can quickly harness the power of this robust asset management tool. Please see Further reading below for more articles on Lucidity Asset.
1. Introduction
Video: Module Overview, Asset Full Training, Get the Most Out of Your Data
Lucidity Asset allows businesses to create registers of all plant, facilities and equipment used across the entire company. Plan and track maintenance, testing and calibration requirements for each item, including notifications and alerts when activities are due. The types of items that can be managed is limitless. Some examples could be:
- Portable electrical equipment.
- Fixed plant.
- Motor vehicles.
- Mobile plant.
- Facilities.
- Test and laboratory equipment.
- Fire extinguishers and safety equipment.
- Chains and slings.
2. Asset access roles
Users are given different permission levels based upon their access requirements. Permissions for all Lucidity applications are set via Lucidity Access and are generally configured by the system administrator. The standard roles typically provided in all new Lucidity system builds are as follows. These can be edited by system administrators as required.
|
User role |
Role description |
|---|---|
|
Read Only |
Using Asset, a user can view assets, maintenance and run reports. |
|
Contractor Representative |
Using Asset, a contractor representative can add and edit assets, maintenance and run reports (scoping required to specific company). |
|
Manager |
Using Asset, a user can view assets, add and edit asset maintenance and run reports (cannot delete). |
|
Administrator |
Administrator role for Asset. |
2.1. Read Only
End-users may be given read only to Lucidity Asset in order to allow them to view assets, asset maintenance tasks and run reports.
2.2. Contractor representative
Many Lucidity Software modules can be utilised together to manage the full life cycle of companies, contractors and sub-contractors. Lucidity aims to streamline this process and, where appropriate, contractor representatives (administrators from the external company) can be given access to the system to manage their own documents and subcontractors, lightening the administrative burden for the organisation.
Access maybe given to representatives from contractor companies to enable them to create assets for their company and/ or manage asset maintenance tasks. In addition, the ability to run reports on assets is granted. The representative can typically, with correct scoping applied, only be able to view the assets from their specific company.
2.3. Manager
The Asset manager role may not always be assigned to managers within the business but is more a management of the system role, often given to those who are the responsible person for certain assets. Managers will be able to view assets only and manage all aspects of asset maintenance tasks, including reporting, but will be unable to delete them. With correct scoping applied, they will only be able to view the assets from specified organisational areas.
The menu and tab options relevant for managers are:
-
Asset: this option is used to change to other Lucidity Modules installed and accessible by the user.
-
List All Menu: the default landing page in Lucidity Asset where all assets are listed.
-
Asset Types: view assets by type.
-
Asset Maintenance: lists all maintenance tasks associated with all assets.
2.4. Administrator
Administrators will generally be able to manage all assets and related management tasks and have access to the delete function. In addition to the access managers have, administrators will also have access to the Settings tab where data lists are generated and managed.
Important: Only the administrator has the permission to manage master data such as managed lists. It is recommended that the number of administrators per instance of Lucidity Software is kept to a minimum to retain integrity and consistency across the system configuration and to avoid duplication. It is a worthwhile exercise to create a standard set of guidelines that all new master data entered must follow.
3. Further reading
- Navigating Asset features
- Editing, closing and deleting maintenance tasks
- Repeating maintenance tasks
- Adding a Asset maintenance task
- Understanding Asset maintenance tasks
- Archiving and deleting Assets
- Adding, editing and copying Assets
- Understanding the Asset register
- Configuring Asset settings
- Configuring Asset usage
- Configuring Parent Assets and viewing linked form records