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Configuring Contractor settings
Who is this article for?Administrators who want to learn how to configure and use Contractor settings.
Administrator permissions are required.
Optimising your Lucidity Contractor module involves fine-tuning various settings to align with your organisation's specific needs and processes. This comprehensive guide will walk you through configuring managed lists, editing key settings, and adjusting system settings in Lucidity Contractor, empowering you to create a tailored and efficient contractor management environment.
1. Contractor settings
Video: Settings Tab
The Settings tab is only available to the system administrator and is where the drop-down lists that are available within the filters of Lucidity Contractor are generated.
From the Settings menu, system administrators can:
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Add new, edit and delete items from each list.
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Use filters to search.
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Generate an Excel report for each list.
1.1. Managed lists
|
Managed lists |
Description |
|---|---|
|
Company Status |
List of status' to apply to contractor companies, for example: Approved, Not Approved, Pending or Under Review. The contractor status can be determined by internal organisational processes. |
|
Company Category |
List of categories to apply to contractor companies, for example: Civil & Mining, Construction and Disability Services. More than 1 category can be selected. |
|
Company Classification |
List of classifications to assign to contractor companies to determine which documents are required. |
|
Countries |
List of countries according to contractor location. |
|
Document Type |
List of types to apply to contractor documents, for example: Environmental Management Plan, Public Liability Insurance and Worker's Compensation Insurance. |
|
Document Category |
List of categories to apply to contractor documents, for example: Management Plan, Certifications and Insurance. |
2. Editing settings
Care must be taken to ensure that any entries in lists that are modified do not have unintentional consequences, as all existing contractors and documents that have used a particular selection in a list will be also modified.
3. System settings within Lucidity Access
Some settings for Lucidity Contractor are managed via the Settings tab within Lucidity Access as they apply to more than one Lucidity application. These include:
- Division
- Location
- Business Unit
- Project