Who is this article for?

Administrators and Managers who want to learn how to get started with Lucidity Incident.

Administrator permissions are required to follow some of these steps.

Lucidity applications include the Actions tab which allows for the creation of tasks for users to complete and, in turn generate email notifications to the user. This article details Actions and Dashboards.

1. Actions

In Lucidity Incident, actions are entered either as a result of the causal analysis as part of an Issue or on an ad-hoc basis (as required) in the corrective actions section.

• Actions can also be added directly into the Actions tab by the local administrators to allocate tasks for managers or users to complete and vice versa. A user can also create actions for themselves.
• An example of how a user's My Actions tab in Lucidity Incident may look is shown below.

• Filters can be used to view all actions allocated to a user, regardless of the module.

2. Dashboards

Lucidity applications include dashboards to allow data to be analysed and to assist reporting. Configuring the dashboard enables the information required to be shown in visual graphics at a glance.

An example of how a Lucidity Incident dashboard may look is shown below.

3. Further reading

• Configuring Incident settings
• Configuring Incident statistics
• Incident access roles and navigation