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 shared features within Lucidity Software. Refer to the full User Guides for more information.  

1. Actions

• Permissions
• Navigation
• Managing Actions
  • Add Actions
  • Edit Actions
  • Delete Actions
  • Reporting from the Actions Tab
• Action Features
  • Repeating Actions
  • Action Tags
  • Linked Items in Actions
  • User Groups and Actions
  • Actions Dashboard Widgets 

2. Bulk Change

• Navigation
• Bulk Records
  • Bulk Update People or Records
  • Bulk Lapse or Archive People or Records
  • Bulk Delete Records 

3. Column Configuration

• Permissions
• Managing Column Configuration
  • Add Columns
  • Change Order of Columns
  • Delete Columns
• Types of Column Configuration 

4. Dashboards

• View Training Webinar
• Permissions
• Navigation
• Create Dashboard
  • Create a Dashboard from a Template
  • Create a New Dashboard
• Edit, Delete and Publish Dashboards
  • Widget Management
  • Edit and Configure Widgets
  • Move Widgets
  • Copy, Delete and Refresh Widgets
  • Publish Widgets
• Dashboard Templates

5. My Emails

• My Emails Process
  • Create Filter
  • Select Filter
  • Select Report Type
  • Select Frequency
  • Select Notifee(s)
  • Test Email
• Edit or Delete My Emails 

6. My Filters

• Managing Filters
  • General Filtering
  • Save Filters
  • Apply Filters
  • Edit Saved Filters
  • Create Default Filters
  • Delete Filters
  • Filters Shortcut 

7. Further Reading

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