Archiving and deleting Induction courses
Who is this article for?Administrators who want to learn to archive and delete Induction courses.
Administrator permissions are required.
Maintaining a relevant Lucidity Induction system often requires managing your course catalogue, including archiving outdated courses and removing unnecessary ones. This guide will walk you through the processes of archiving courses to preserve historical data while decluttering your active course list, and permanently deleting courses when needed, ensuring your Induction system remains focused on current training needs while maintaining data integrity
1. Archiving a course
Video: Edit, Archive, Copy and Delete Courses
If a course is no longer required to be completed, it can be disabled and then archived. To archive a course, from the Course page:
- Locate the specific course using relevant filters.
- Click Actions to the far right of the course.
- Click Archive.
- Click Archive to confirm.
1.1. View archived courses
Archived courses are hidden by default. To view, use the Archived filter option. From here, under Actions, courses can be unarchived if required.
2. Deleting a course
To delete a course, from the Courses page:
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Locate the specific course using relevant filters.
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Click Actions to the far right of the course.
- Click Delete.
- In the pop-up that appears, click Delete to completely delete the course from the system.
Important: Deleting a course cannot be undone - always use the delete function with caution. Any courses deleted in error will need to be recreated.
All records associated with the course in Lucidity Induction won't be deleted but they will no longer be associated with a course and therefore have no course name listed. It is recommended old courses are archived rather than deleted, unless a course was made in error.
Records in Lucidity Competency will not be deleted but will no longer be linked to an Induction course.
3. Reporting from the courses page
An Excel list report is available from the Course page. Reports will reflect filtered search options as displayed on the lower half of the User page.
To generate a Report, from the Course page:
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Click Show Filters.
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Select the relevant filters.
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Click Filter.
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All results will be displayed at the bottom of the screen.
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Click Excel Export to generate this report into Excel.