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Navigating the OnSite features
Who is this article for?Administrators who want to learn to navigate the OnSite features.
Administrator permissions are required.
The Lucidity OnSite module offers a comprehensive suite of features designed to streamline site access management and enhance workplace safety. This guide helps administrators and users navigate the system effectively to maximise its potential in monitoring and controlling site entry and exit processes.
- Navigation
- Tabs
- Filters
- Managing declaration, failed entry and remote entry messages
- Further reading
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.
On the default landing page, Lucidity OnSite features:
- Tab options: top panel listing areas of access within the module.
- OnSite 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.
- Tapped in: View current personnel on site organised either by company or by person.
- Attendance: View how many people from each company attended each area.
- Log: View all personnel who have entered any area.
- Reporting: View total people hours worked with a break down by company or person.
2. Tabs
As with all Lucidity Software Modules, Lucidity OnSite uses a series of tabs for basic navigation which are based on assigned permissions.
- Logs: View historical and current logs for individuals and companies.
- Areas: Create areas linked to OnSite boxes, manage users capability site requirements and contractor document 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 Tapped In 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.
3.1. 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. Managing declaration, failed entry and remote entry messages
- Declaration Message Purpose: Ensures workers acknowledge safety information before entering an area. Setup:
- Enter the Declaration Message.
- Check the Enabled checkbox.
- Click Save Usage (Workers must acknowledge this message to enter the area).
- Failed Entry Message Purpose: Displayed when a user doesn't meet entry requirements or declines the Declaration Message. Setup:
- Enter the Failed Entry Message.
- Check the Enabled checkbox.
- Click Save Usage: Shown on user's mobile device when entry is denied.
- Remote Entry Message Purpose: Displayed when a user is manually added via Remote Tap In from the OnSite module. Setup:
- Enter the Remote Entry Message.
- Check the Enabled checkbox.
- Click Save Usage: Appears on user's mobile device during remote entry.
Note: For all message types, refer to the QR Codes page to learn about generating QR codes for people and areas.