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Editing, viewing and converting Induction user records
Who is this article for?Administrators who want to learn how to edit, view and convert user records.
Administrator permissions are required.
Effective management of induction user records is crucial for maintaining accurate training data and ensuring compliance within your organisation. This guide will explain how to edit existing user information, view comprehensive user profiles, and convert user types when necessary, empowering you to keep your Lucidity Induction system up-to-date and aligned with your evolving organisational structure.
1. Edit user
Video: Users Overview, Create and Edit User
Administrators can view and edit user account details. End-users are also able to edit their own details but their may be times when an administrator is requested to do this on behalf of the user.
To edit an existing users account, from the User page:
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Locate the specific user using relevant filters.
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Click the User or Edit to the far right of the user.
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Edit fields as required.
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Click Save.
1.1. User names and passwords
Administrators can view and edit usernames but are unable to view user passwords, for obvious security reasons. In most cases, users should be directed to the 'reset password' tool, however, an administrator can reset a user password if required.
1.2. Mini menu
Whenever a user profile is accessed, a mini menu on the left had side will appear. User details, course records and course groups are all accessible this way.
2. View user records
Video: View User Records
User course records can be viewed from the Records page as well as directly from the user account in the User page.
To view user records, from the User page:
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Locate the specific user using relevant filters.
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Click Records to the far right of the user.
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Records will be displayed and all actions (edit, print, delete) are accessible and managed in the same way as from the Records page.
3. Convert users
Video: Convert Users
Converting a user is the term used when a user's details and completed records from Lucidity Induction are copied across to Lucidity HR and Lucidity Competency. This allows for users to access all other Lucidity applications as required and for administrators to manage additional training in Lucidity Competency, enter any issues the user is involved in in Lucidity Incident etc.
Important: Only records with a course progress of Complete will be transferred. Incomplete or outstanding training will not be converted.
To convert a user, from the User page:
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Locate the specific user using relevant filters.
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Click Actions to the far right of the user.
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Click Convert.
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Select Employee Type.
- This will determine is the user is listed as an employee, casual or sub-contractor person type in Lucidity HR.
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Click Save.
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The user's details will be moved from the User page to the Converted User page and their details and completed records converted.