Navigating the InForm features

Who is this article for?
Users who want to learn to navigate the InForm features.

No elevated permissions are required.

Lucidity Software's InForm module offers a range of features accessible through its navigation system. The user experience is tailored to individual permissions and access levels, ensuring that each user sees menu and tab options relevant to their role while maintaining a consistent navigation structure across most pages.

Navigation
Tabs
Accessing assigned forms
Further reading

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 InForm features:

Tab options: top panel listing areas of access within the module.
InForm 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.
Configure Columns: allows for configuration of columns displayed on screen and in Excel reports.
Excel Export: an Excel report reflecting the current filters selected.
Bulk Change: allows for bulk change of records listed.
Add New: Click to complete or assign a new form.
Headers: click to sort in ascending/ descending order.
Edit: Edit individual records.
Copy: Copy individual records when creating a new record which has similar details.
Actions: Drop down options to email, print, archive or delete records.

2. Tabs

As with all Lucidity Software Modules, Lucidity InForm uses a series of tabs for basic navigation which are based on assigned permissions. Details on all these options are outlined in this user guide.

Form Records: Create a new form record, assign a Form to an end-user and view forms and form groups.
Actions: View, edit and close actions assigned from within Lucidity Software.
Form Admin: Build new forms, publish, edit or delete existing forms.
Dashboard: provides at-a-glance views that organises and presents information in a way that is easy to read and showing a graphical presentation of the current status.
Settings: Add new form groups and edit or delete existing form groups.

3. Accessing assigned forms

Video: Accessing Assigned Forms

End-users can complete forms at any time. They may also have forms they are required to complete assigned to them by their manager or an administrator.

All users can access the forms they are required to complete several ways throughout Lucidity Software. These are outlined in the table below. In all cases, once the required form is opened, the processes of completing it is the same.

Location	Instructions
Form Records tab in Lucidity Inform	All forms will be listed on the default landing page in Lucidity InForm (the Form Records page), for all form status. Refer to the form status to indicate which forms require completion. Click Edit for the completions screen to open. Users with additional permissions may need to use filters to locate their personal forms
Dashboards tab in Lucidity InForm	The Form List Widget on the Lucidity InForm Dashboard defaults to displaying all not started (assigned) and in progress forms for the logged in user. Refer to the form status to indicate which forms require completion. Click on the relevant form for the completion screen to open. End-users must be set with access privileges to the Lucidity InForm Dashboard to be able to view, edit or create their own dashboards.
Dashboard in Lucidity Intranet	The My Forms section on the Lucidity Intranet Dashboard (default landing page) displays all not started and in progress forms for the logged in user. Refer to the form status to indicate which forms require completion. Click on the relevant form for the completion screen to open.
Dashboard in Lucidity Intranet	The My Actions section on the Lucidity Intranet Dashboard (default landing page) displays the required form next to an action when a Lucidity Inform has been raised through either a once-off or recurring Action.
Form Records in Lucidity Asset	The Form Records tab in Lucidity Asset displays all Lucidity InForm records linked to the selected Asset.