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Exploring Competency training checklist
Who is this article for?Administrators and Managers who want to learn how shared features training checklist.
Administrator permissions are required to follow some of these steps.
The following is a list of suggested topics to cover when providing training or doing self-paced learning for Lucidity Competency. The following PowerPoints are a guide for users of the system.
- Competency.pptx - General Overview
- Competency for Managers.pptx - Managers
1. Review Quick Reference Guide
2. Permissions
- My training/End-user
- Manager
- Local administrator
- System administrator
3. Navigation
- Navigation
4. People
- View or generate a report by groups
- View or generate a user's training report
- Add or edit a record by user
- Add or edit a need by user
- Download attached evidence for a user's training history
5. Records
- Records menu
- Records page filters
- Adding a record
- Editing a record
- Deleting records
- Reporting from the records page
6. Needs
- Needs menu
- Adding a need
- Editing a need
- Deleting needs
- Automatic creation of needs
- Automatic closure of needs
- Creating records from the needs page
- Reporting from the needs page
7. Capabilities
- Capabilities menu
- Adding a capability
- Deleting a capability
- Archiving capability
- Reporting from the capabilities page
8. Reports
- Available reports
9. Roles
- Creating and editing a role
- Copying and deleting a role
- Allocating users to a role
- Need creation lead time
- Default roles
- Reporting from the roles page
10. Self-Ticket Management
- Permissions and access
- Capability selection
- Allocate need
- Add tickets
- Validate tickets
- Edit Returned tickets
11. Actions
- Actions
12. Dashboard Settings
- Dashboard settings
13. Settings
- Settings menu
14. Further Reading
- Exploring risk training checklist
- Utilising Induction training checklist
- Exploring Intranet training checklist
- Utilising InForm training checklist