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Navigating Induction features
Who is this article for?Administrators who want to learn how to navigate Induction.
Administrator permissions are required.
The navigation of Lucidity Induction is key to maximising your learning efficiency and accessing all available resources. This comprehensive guide will walk you through the platform's main features, menu structure, and essential navigation tips, empowering you to confidently explore and utilise all aspects of Lucidity Induction.
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 Administrations
On the Administrators Settings, Lucidity Induction features:
- Tab options: top panel listing areas of access within the module.
- Induction 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.
- Headers: click to sort in ascending/ descending order.
- Edit: Edit select user details.
- Actions: Print induction records, view results or delete records.
2. Tabs
As with all Lucidity Software Modules, Lucidity Induction 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 and view training history.
- My Details: End-user access to update personal details and course group selection.
- Settings: Administrator access to user records and details, courses and course groups, companies and self-registration instructions and requirements.
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 Settings page are divided into three 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.
- Course Details: Filter by course details such as course status and course progress.
- User Details: Filter by users, their company and projects.
- Dates: Filter by relevant dates such as expiry date and created date.
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 Induction 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.