Who is this article for?

Administrators adding an induction course record.

Administrator permissions are required.

In Lucidity Induction, records are automatically generated when users are assigned eLearn training, either through self-registration or manual assignment by administrators. This guide will explain how these records are created, what information they contain, and how they help track and manage your organisation's induction training requirements, ensuring compliance and efficient onboarding processes.

1. Records
2. View course records, module and assessment results
3. Add new course record
   1. Definition of fields
4. Further reading

1. Records

The Records page contains a list of all Records for all Lucidity Induction users, regardless of completion status. Records are created for whole courses, and are not created for individual modules contained within a course. 

From the Records page, administrators can:

• View all course records for all users including whole course, individual module and assessment status and results.
• Use a variety of filters in isolation or a combination to select records to view.
• Manage individual records, including resetting failed courses.
• Export lists of records to Excel or print individual course receipts.

2. View course records, module and assessment results

Whole course results can be viewed from the records page. Specific filters can be used to narrow down search results. Individual module results can also be viewed.

To view the results of individual modules within a particular course, from the Records page:

1. Locate the specific record using relevant filters.

2. Click Actions to the far right of the record.

3. Click View Results.

4. A new window will open, displaying the individual modules from the course, along with all details including status, completion date etc.

5. Any failed attempts will also be viewable.

6. To drill down further into individual module results, click View to the far right of the module.

7. Module results, date completed and answers to individual assessment questions (where relevant) will be displayed.

8. Click Back at the bottom of the page to return to the Records page.

3. Add new course record

Courses are generally assigned to users automatically via self-registration and completed online by the user. There may be times when an administrator needs to enter completion records manually, for example if an induction was held in a classroom setting.

To add a new course record, from the Records page:

1. Click Add New.

2. Complete the fields (see table Definitions of fields below).

3. Click Save to save the record.

4. The user will now have access to the selected course.

The details captured for each record may vary slightly between each system configuration. Fields marked with * are mandatory.

3.1. Definition of fields

4. Further reading

• Editing and deleting Induction course records
• Merging, managing and deleting users
• Adding an Induction course record