Who is this article for?

Administrators who want to learn how to edit and delete Induction course records.

Administrator permissions are required.

Maintaining accurate and up-to-date induction training records is crucial for organisational compliance and efficiency, and Lucidity Induction provides tools to edit and delete course records as needed. This guide will walk you through the processes of modifying existing course information and removing outdated or unnecessary records, ensuring your induction database remains current and reflects your organisation's evolving training requirements.

1. Edit a course record
2. Reset a failed course
3. Delete course record
4. Printing course receipts and generating reports from the records page
   1. Print receipts
   2. Excel list report
5. Further reading

1. Edit a course record

To edit any details of an existing record, from the Records page:

1. Locate the specific record using relevant filters.
2. Click the record or Edit to the far right of the record.
3. Adjust fields as required.
4. Click Save.

2. Reset a failed course

Courses may be created with assessments. Assessments can have a limit on the number of attempts a user can unsuccessfully take before the course is marked as failed. For example, if the number of attempts is set to 3, the user would need to fail the assessment 3 times before the entire course is marked as failed.

When a course is failed, the user can no longer reattempt it and will need to contact an administrator for assistance. It is recommended the user is given additional training to ensure the required knowledge is obtained prior to attempting to reset the course. When ready, the course can be reset to allow the user to reattempt it.

To reset a failed course, from the records page:

1. Locate the specific record using relevant filters.
2. Click Reset to the far right of the record.
3. The course will be reset with a status of not started and the user can now reattempt it.

3. Delete course record

To delete a record, from the Records page:

1. Locate the specific record using relevant filters.

2. Click Actions to the far right of the record.

3. Click Delete.

4. In the pop-up that appears, click Delete to completely delete the record from the system.

Important: Deleting a record cannot be undone, always use the delete function with caution. Any records deleted in error will need to be manually recreated or the user will need to redo the entire course.

4. Printing course receipts and generating reports from the records page

Administrators can print full Excel list reports for course record details or print receipts for individual courses.

4.1. Print receipts

To print a specific receipt (PDF) for an individual course, from the Records page:

1. Use filters to locate the required course.

2. Click Actions to the right-hand side.

3. Two print options are available.

4. Both will open as a PDF and can be saved as required.

Note: If the course is incomplete, the date completed will be blank.

• Print: Displays a full page receipt listing all courses and a QRG code.

• Print Induction Card: Prints an induction card showing user details, course group completed and a signature space.

4.2. Excel list report

To generate a report for a specific group of course records, from the Records page:

1. Select the relevant filters.
2. Click Filter.
3. All results will be displayed at the bottom of the screen.
4. Click Excel Export to generate this report into Excel.

5. Further reading

• Editing, viewing and converting Induction user records
• Creating a new Induction user
• Merging, managing and deleting users