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Using custom fields in Induction
Who is this article for?Administrators who want to learn how to use custom fields in Lucidity Induction.
Administrator permissions are required.
Custom fields in Lucidity Induction provide an easy way to tailor the system to your organisation's specific needs, allowing you to capture and track unique data points relevant to your induction processes. This guide will explore how to create, edit, and manage custom fields effectively, enabling you to enhance user profiles, refine course categorisation, and generate more detailed reports that align precisely with your company's induction and training requirements.
1. Custom fields
The Custom Fields page is where administrators can manage the questions and information self-registered users are required to provide when creating a new profile.
The Custom Fields page is divided into two sections:
- Built In Fields
- Custom Fields
2. Managing built-in fields
Video: Manage Built In Fields
The built in fields are default fields always available to administrators.
The built in fields match fields within Lucidity HR. If a user is converted, the information the user enters into the Address line 1 field for example when self-registering will be copied into the Address line 1 field in their HR profile. Adding a custom label to the built in field in Induction does not change the name of the field in HR.
Therefore, it is recommended only minor label changes are made. Adjusting Address Line 1 to Street Address for example would make sense. Adjusting it to Drivers License Number however would not make sense.
The following can be managed:
| Field | Definition |
|---|---|
| Field | The default name for the field. |
| Custom Label | Adjust the name for the field as required. |
| Show | Tick if this field is to be on display for self-registration. |
| Show in Induction Card |
Tick if this field is to be printed (with the populated details from the user) on a user's induction card. It is advisable to keep the number of fields showing in the induction card to a minimum to avoid over complicating the card and for privacy issues. |
| Mandatory | Tick if this field is to be mandatory. The self-registered user will not be able to progress until all mandatory fields are populated. |
| Sort | Use the sort button to click and drag fields in the order to be displayed. |
3. Managing custom fields
Video: Manage Custom Fields
If more fields are required, they can be added to the Custom Fields list. These fields will not be converted across to the users HR profile and will remain unique to Induction.
Any custom fields will not be converted across to Lucidity HR if a user is converted. The information will remain in the users profile within Lucidity Induction only.
3.1. Add new custom field
To add a new custom field, from the Custom Fields page:
- Click List.
- Click Add New.
- Complete the fields.
- Click Save.
Note: The details captured for each course may vary slightly between each system configuration. Fields marked with * are mandatory.
- Use the Edit button to edit custom fields or the Actions then Delete button to delete custom fields.
Note: Custom fields can be managed from the Manage page, in the same way the built in fields are managed.