Who is this article for?

Administrators who want to learn how to use the People menu in Competency.

Administrator permissions are required.

The Competency People menu in Lucidity's platform serves as a central hub for managing and accessing individual user profiles within an organisation. This powerful feature allows administrators and authorised users to view, edit, and analyse competency-related information for team members, facilitating efficient workforce management and targeted skill development initiatives.

1. People menu

The People menu consists of the users in the organisation (excluding those exclusively in Lucidity Induction).

All users are created and managed within Lucidity HR or Access, both of which come as automatic additions to Competency. User information is shared between the full suite of products, such as Risk.

Within HR, user details are entered, tracked, updated and archived as required. Some of this information is then used within Lucidity Competency for the purpose of tracking and reporting on training records and needs.

Video: People Menu Overview

In the People page of Lucidity Competency, administrators can:

• View or generate a report by groups of users.
• View or generate a training report of a user.
• Add or edit a user's records.
• Add or edit an user's needs.
• Download all attached evidence for a user's training history.

2. View or generate a report by groups

To generate a report for a specific group of users, such as employees, for a specific capability, from the people page:

1. Click the Group Employees in the left menu.
2. Click Show Filters.
3. Select the relevant filters.
4. Select the Division if required.
5. Click Capability Held, and select as required.
6. Click Filter.
7. All results will be displayed at the bottom of the screen.
8. Click Excel Export to generate this report into Excel.

3. View or generate a user's training report

To generate a report for a user's full training history from the People page:

1. Click Show Filters.
2. Locate the user by entering their name in the search field.
3. Click Filter.
4. The lower half of the screen lists all users meeting the search criteria.
5. Click Records to the right of the user.
6. Click Excel Export to generate the Excel report.

4. Add or edit a record by user

4.1. Adding a record

To add a new record to a user, from the user's individual record page:

1. Click Add New.

2. Complete the fields.

Note: Multiple capabilities can be selected in order to add multiple records in one entry, providing all other details are the same.

3. Click Save to keep the record or Save and New to add another record.

4.2. Editing a record

1. Locate the specific record for the user.
2. Click Edit to the far right of the record details.
3. Adjust fields as required.
4. Click Save to keep the changes.

5. Add or edit a need by user

5.1. Adding a need

To add a new need to a user, from the user's individual needs page:

1. Click Add New.

2. Complete the fields.

Note: Multiple capabilities can be selected in order to add multiple needs in one entry, providing all other details (due dates etc) are the same

3. Click Save to keep the need or Save and New to add another need.

5.2. Editing a need

1. Locate the specific need for the user.
2. Click Edit to the far right of the need details.
3. Adjust fields as required.
4. Click Save to keep the changes.

6. Download attached evidence for a user's training history

Downloading all evidence associated with the entire training history for a user must be done via the employee, casual or subcontractors menu. This is not accessible from the People All page.

1. Click on the relevant user group type.
2. Use the Search functions to locate the user.
3. Click the Zip icon to the right of the user.
4. A download will commence. Note this may take some time dependent on Internet speed and number of files.
5. Unzip the file once downloaded (this is usually found in the My Downloads folder under My Computer) and save as required.

7. Further reading

• Editing and deleting Competency records
• Creating training records from the Needs page
• Lucidity Competency FAQs