Who is this article for?

Administrators who want to navigate Contractor features.

Administrator permissions are required.

Lucidity Contractor offers intuitive navigation through its user-friendly interface, featuring tabs for different sections and customizable filters to refine your data view. The platform allows for easy column configuration, enabling you to tailor the display of information to your specific needs and streamline your workflow.

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 Administrators

On the default landing page, Lucidity Contractor features:

• Tab options: top panel listing areas of access within the module.
• Contractor 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.
• Alphabet: click on each individual letter to filter through users alphabetically.
• Headers: click to sort in ascending/ descending order.
• Zip: Download all records for the contractor.
• Documents: Manage contractor documents.
• Employees: Manage contractor employees, including training records.
• Actions: Archive and delete contractors.

2. Tabs

As with all Lucidity Software Modules, Lucidity Contractor 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.

• Contractors: View, edit, approve, archive and delete all company details, including documents and employees

• Settings: Create, edit and update in-system drop-down lists 

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 Contractor page are divided into two 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.

To avoid unwanted data such as archived records appearing unexpectedly, always select 'Reset Filters' when clearing a recent search.

4. 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. 

5. Column Configuration

Columns within each page of Lucidity Contractor 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.

6. Further reading

• Managing Contractor access roles
• Understanding Contractor classification and self-service
• Understanding Subcontractor eLearning progress, needs and record status