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Getting started with Actions
Who is this article for?Users getting started with Actions.
Administrators permissions are required.
This article provides guidance on getting started with the Actions feature in Lucidity software. For additional details and advanced functionality related to Actions, please refer to the Further reading section.
1. Introduction
Actions are linked to a number of modules within Lucidity, creating a centralised system for both creating actions and ensuring that they can be tracked to completion.
There are separate views for both users and managers, allowing appropriate reporting and tracking to be achieved.
The Actions Quick Reference Guide provides an introduction to how actions can be used throughout Lucidity.
Video: Actions Overview
The Actions feature allows for a list of tasks to be generated for users to review and complete. Actions can be set by system administrators for end-users, by managers for their team members or by users themselves as a personal task list.
Dashboards can be used to summarise a users action list and actions can be linked to specific features within the applicable module.
The Actions tab is available in several modules of Lucidity Software including:
- Lucidity HR
- Lucidity Competency
- Lucidity Incident
- Lucidity Inform
- Lucidity Intranet
- Lucidity Risk
2. My Actions
Generally, every user will have access to the My Actions menu within the relevant Lucidity Software modules.
From the My Actions menu, users can:
- View existing actions assigned to them.
- Add personal actions to generate a task list.
- Edit existing personal actions.
- Delete existing personal actions.
3. All Actions
Administrators will generally be the only users with access to the All Actions menu for the relevant Lucidity Software modules.
From the All Actions menu, administrators can:
- View all existing actions within the system
- Add actions to any user
- Edit any existing action
- Delete any existing action
All Actions
The All Actions menu is basically the same as the My Actions menu, with the main difference being administrators have the ability to view, add, edit and delete all actions within the system, not just their own personal actions. Actions may not necessarily be scoped, so keep in mind that access to the All Actions menu means users can see ALL actions within the system from ALL areas of the business.
4. Further reading
- Creating, editing and deleting Actions
- Linking items and reopening closed Actions
- Configuring Action permissions, notifications and Dashboard widgets
- Configuring repeating Intervals and Actions
- Navigating, filtering and reporting on Actions
- Configuring Actions with Required Forms
- Using Action Tags
- Adding Actions to User Groups