Client Portal
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The Client Portal is a User Interface replacement of ONSITE TRACK EASY.
The benefits of the Pegasus Client Portal are:-
- Make processes more efficient (e.g. bulk add, bulk remove).
- Traffic Light Colour system for Roles, Competencies, Training, Access Keys, Crews
- Display photos to easily manage workers
- Easily navigate between cardholder data
- Display the Business Intelligence reporting tool in its own window
- Integrate the Learning Management System
- Access the Company Pre-Qualification portal
- Opportunities to integrate micro-services
We have a User Guide Manual should you wish to review more about the Pegasus Client Portal and its features.
- UPDATED - Client Portal User Guide version 1.3233.pdf- 4th November 202118th January 2022
- Log Off Worker Feature
- Add New Worker Feature
- Additional Worker Information Fields (USI, Subscriptions)
We also have a Video of the Client Portal in action with Steps to configure it.
This video guide will take you through the current interface and features of the 1.14 Version of the Portal.
Video guide to managing competencies in the Client Portal.
This video guide shows each step of a competency and the requirements needed for each one to eventually pass that competency from In Progress to Competent
Update to the Client Portal - 29th July 2020 Version 1.18
As the Client Portal is in constant development, its been slightly changed as of this release time.
The Companies icon is now called Company Pre-Qual.
The Report Icon is now on the bottom row.
The feature - Data Analytics is now shown. The icon is transparent for all users that currently do not have permission to run this feature.
The feature - Broadcasting - is now shown. The icon is transparent for all users that currently do not have permission to run this feature.
Managing Training Attendees in Classroom Events
Video covering the steps on removing a classroom attendee and enrolling them into a differnet course or course date.
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