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 about Lucidity Contractor.  Contractor.pptx is available as a guide.

1. Permissions

• Contractor
• Manager
• System Administrator

2. Navigation

• Tabs
• Filters
• Column Configuration

3. Contractors

• Add New Contractor
• Edit Contractor
• Archive Contractor
• Delete Contractors
• Managing Contractor Employees
• Managing Contractor Documents
• Reporting from the Contractor Page

4. Documents

• Add New Document
• Edit Document
• Delete Document
• Reporting from the Document Page

5. Settings

• Settings

6. Further Reading

• Exploring risk training checklist
• Utilising Induction training checklist
• Exploring Intranet training checklist
• Utilising InForm training checklist

7. Attachments