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Navigating Competency features
Who is this article for?Administrators who want to learn to navigate Lucidity Competency.
Administrator permissions are required.
Mastering the navigation of Lucidity Competency is essential for efficiently managing your organisation's training and development processes. This article provides a comprehensive guide to navigating the system, exploring the various tabs, utilising filters for precise data retrieval, and configuring columns to customise your view, enabling you to harness the full potential of Lucidity Competency for effective competency management.
1. Navigation
The menu and tab options available will vary between each user, dependent upon their permissions and access levels. Navigation between most pages within Lucidity Software is very similar.
Video: Navigation for Administrators
On the default landing page, Lucidity Competency features:
- Tab options: top panel listing areas of access within the module.
- Competency tab: reflects the current module. Select to switch between modules.
- Menu options: left-hand panel listing areas of access within the current tab.
- Help: provides links to help documentation such as User Guides and support materials.
- Show Filters: allows for defining search parameters.
- Excel Export: an Excel report reflecting the current filters selected.
- Alphabet: click on each individual letter to filter through users alphabetically.
- Headers: click to sort in ascending/ descending order.
- Zip: Download all records for the user.
- Edit: Edit select user details.
- Records: Access individual user records.
- Needs: Access individual user needs.
2. Tabs
As with all Lucidity Software Modules, Lucidity Competency uses a series of tabs for basic navigation which are based on assigned permissions. Details on all these options are outlined in the User Guide.
- My Training: End-user access to complete required training, upload personal training records and view training history.
- Capabilities: View, edit and delete all company records and needs, create capability library and access detailed reports.
- Roles: Create, edit and delete capability roles to generate training needs analysis reports
- Actions: View, edit and close actions assigned from within Lucidity Software.
- Dashboard: provides at-a-glance views that organises and presents information in a way that is easy to read and showing a graphical presentation of the current status.
- Settings: Create, edit and update in-system lists and configure select system settings.
3. Filters
Filters are a powerful tool enabling general or very specific searches to be applied. Filters are available on many pages within Lucidity Software.
Filters on the records page are divided into five main sections. Any field with the [ SELECT ] option denotes a list will be displayed to select from. Options in these lists are pre-populated according to system configuration. Multiple options in multiple filters for a single search can be selected.
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General: Filter by general items such as record status and date entered.
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Organisational structure: Filter by division and business unit.
- User Details: Filter by users, their roles and job titles.
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Capability Structure: Filter capabilities, category and type.
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Matrix Only: Filter relevant for Excel Matrix reports only.
3.1. Reset filters
To avoid unwanted data such as archived records appearing unexpectedly, always select Reset Filters when clearing a recent search.
3.2. My Filters and My Emails
Users can create and save their own reports using the My Filters feature.
Any saved filters can be easily accessed via the Current Filter drop down selection option above the filter tabs. This is a short-cut route for applying saved filters.
Automatically emailed reports can be specified using the My Emails feature.
4. Column configuration
Columns within each page of Lucidity Competency as well as those displayed in reports can be manipulated by the system administrator. The columns displayed as well as the order in which they are displayed can be adjusted. It is important to remember that changes made to columns affect all users viewing the pages or running reports.