Who is this article for?

Administrators who want to duplicate and automate lapsing of Competency records.

Administrator permissions are required.

Efficient management of training records often involves duplicating existing entries and implementing automatic lapsing on existing records to maintain up-to-date information. This article explores how to effectively duplicate records for similar training needs and set up automatic lapsing to ensure ongoing relevance and accuracy of your organisation's training data.

1. Duplicate records
2. Automatic lapsing of existing records
3. Further reading

1. Duplicate records

When entering a record, a notification will appear for any possible duplicate records, as shown below. This is to prevent unintended duplicate records being entered.

2. Automatic lapsing of existing records

Each time a new record is added to a user, Lucidity Competency checks existing records for the same user and capability. All records with an older expiry date will automatically be lapsed.

Lucidity Competency does not lapse records that have no expiry date.  

If two records exists, the record that is most current will remain as active whilst all others will be lapsed. This may mean the record being entered will be lapsed if a more current record already exists. 

If a record is manually saved as lapsed within the record edit screen, no action is taken on existing records.

Filters may need to be used to view or edit lapsed records from the Records page as they are generally hidden by default.

3. Further reading

• Creating Competency training records
• Configuring automatic creation or closure of Training Needs
• Creating a Competency role