Who is this article for?

Users who would like to learn how to generate QR codes.

No elevated permissions are required.

Generating QR codes is a useful tool for streamlining access to various records and forms. This guide outlines the steps to create QR code URLs via Excel, generate public form QR codes, and create specific QR codes for individual records, enhancing efficiency and accessibility across multiple modules.

1. Generating QR code URLs via Excel
2. Generating QR codes for public forms
3. Generating a QR code for a specific record
4. Generating a QR code for a specific form
5. Scanning a QR code with a mobile device
6. Further reading

1. Generating QR code URLs via Excel

To create QR codes in Lucidity, you can export URLs from the HR, Competency, and Asset modules. Here’s how:

1. Configure columns:

   • Use the Column Configuration tool to include necessary columns:
     • Full name
     • Company
     • Training URL (for Competency Record page)
     • Person URL (for HR profile)
     • Image URL (for user photo)

2. Filter users:

   • Filter the user list to display only those needing cards.
   • Manually remove extra users if necessary after exporting.

3. Export to Excel:

   • Click Excel Export to generate the report.
   • This Excel will have columns like Employee Photo URL and Employee Training Records URL, used by card design software to create QR codes and retrieve employee photos.

4. Import into Design Software:

   • Import the Excel file into your printer design software, ready to print labels or cards with QR codes.

2. Generating QR codes for public forms

Public forms in Lucidity allow users without accounts to complete forms (e.g., visitor induction). Follow these steps:

1. Enable public forms:

   • Go to the Administration page of each form template and enable it for public use.

2. Generate QR code:

   • Print the QR code and place it at strategic locations.
   • When scanned, it opens the form in the user’s browser for completion without requiring authentication.

3. Generating a QR code for a specific record

To create a QR code for a specific record (e.g., a plant induction):

1. Use browser plugins:

   • Install a browser plugin like Quick QR Generator for Chrome, Firefox, or Edge.

2. Create QR code:

   • Navigate to the desired record in the web browser.
   • Click the generate QR code button in the toolbar.
   • Download or save the resulting QR code.

Video: Generate a QR Code for any Record

4. Generating a QR code for a specific form

You can also generate QR codes to start new forms within InForm using a specific Form Template:

1. Get form URL:

   • Retrieve the web address for the form (e.g., ‘Plant Prestart’ form).

2. Embed or create QR code:

   • Use the URL to embed directly into a webpage or document.
   • Create a QR code for users to scan with the Lucidity App, which will open the form template.

5. Scanning a QR code with a mobile device

To scan QR codes with a mobile device:

1. Use a QR scanner:

   • The mobile device will open a browser and direct to the page specified by the QR code (e.g., a user's Competency Records page).

2. Access with permissions:

   • Users need appropriate permissions to log into Lucidity and view the record, ensuring privacy.

By following these steps, you can effectively generate and use QR codes within Lucidity to streamline access to various records and forms.

Video: Using a QR Reader from a Mobile Phone

6. Further reading

• Generating QR codes in ID cards and labels
• Using QR codes