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Other Client Admin pages related to the Onsite Track Easy Program
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Welcome to the support pages for Onsite Track Easy and its related Pegasus Software Suite. These Client Admin resources pages are for
Site and Realm user account holders.
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If you are NOT a Client Site or Realm user, you have a dedicated Contractor Support page here - Onsite Contractor |
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Want to know about the Quick Submit Verification feature being lunched in late July 2023? Access the Overview Page here |
Contained here are instructions on how to perform the most commons functions in the Onsite Track Easy program.
Depending upon your User Access Rights in the system, for some of these instructions, you might not be able to perform.
Read the Modifying User Access and Rights guide, under People, for more information on viewing what rights you have in the system.
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Managing Companies and their various features in the Onsite Track Easy System. User Guide - Assigning Cert Keys to a Company.pdf User Guide - Adding company administrators.pdf User Guide - Adding a company to site.pdf |
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Managing either company Compliance or Worker Compliance (Roles and Competencies) User Guide - Creating Certs Keys.pdf User Guide - Creating Access Keys.pdf User Guide - Adding Access Keys.pdf User Guide - Creating Competencies.pdf User Guide - Grouping Competencies .pdf User Guide - Assigning Competencies.pdf User Guide - Inactivating Competencies.pdf User Guide - Creating and assigning roles.pdf User Guide - Creating Competency Custom lists.pdf User Guide - Creating Competency Authorisers.pdf User Guide - Creating Site Roles.pdf |
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Higher level management of Roles and Competencies with a focus on how they are organised in the Worker Portals. 2. User Guide - Detail for Portal Owners.pdf 3. User Guide - Processing Pending data.pdf Overview of competency statuses and how to renew in Onsite Track Easy as an Administrator Overview of Roles statuses in Onsite Track Easy as an Administrator |
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Related to Onsite Track Easy Training feature. Generally no longer used for most clients. Superseded by the Learning Management System (LMS). User Guide - Creating Training Venues.pdf User Guide - Creating Training Templates.pdf User Guide - Creating Training Events.pdf |
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Details of the tools under the Safety Tab in Onsite Track Easy. User Guide - Creating Selection Types.pdf User Guide - Creating Safety Selections.pdf User Guide - Running a Drug and Alcohol test.pdf Safety Selections - Recurring Schedules V1 20191112.pdf Safety Selections - Scheduled with Start and Finish Time V1 20191112.pdf Safety Selections - Specify Individual or Group to Always be Selected V1 20191112.pdf Safety Selections - Specify Person to Always be Selected V1 20191112.pdf Safety Selections - Alert Pack Notification for Person Selected V1 20191112.pdf Safety Selections - Include Visitors V1 20191112.pdf Safety Selections - Logpoint Selection by Location V1 20191112.pdf Safety Selections - Maximum Selectees V1 20191112.pdf |
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Site Specific tools and advanced features. User Guide - Making an employee a site contact on logpoints and kiosks.pdf User Guide - Running a Drug and Alcohol test.pdf User Guide - Logpoint Configuration v2.pdf User Guide - Setting up Messages on Logpoints.pdf User Guide - Software Logpoint Configuration V1.2.pdf User Guide - Onsite Realm and Site Configuration User Guide v1.1.pdf - guide for viewing and editing Realm and Site configuration items in Onsite Track Easy. |
Support Videos
Overview of competency statuses and how to renew in Onsite Track Easy as an Administrator
Overview of Roles statuses in Onsite Track Easy as an Administrator
Other Client Admin pages related to the Onsite Track Easy Program
Child pages (Children Display) | ||
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|
Welcome to the support pages for Onsite Track Easy and its related Pegasus Software Suite. These Client Admin resources pages are for
Site and Realm user account holders.
Warning | ||
---|---|---|
| ||
If you are NOT a Client Site or Realm user, you have a dedicated Contractor Support page here - Onsite Contractor |
Contained here are instructions on how to perform the most commons functions in the Onsite Track Easy program.
Depending upon your User Access Rights in the system, for some of these instructions, you might not be able to perform.
Read the Modifying User Access and Rights guide, under People, for more information on viewing what rights you have in the system.
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Managing Employees, Contractors or Visitors. Modifying Crews, Access Keys or creating User accounts are all detailed here. User Guide - Searching for Contractors.pdf - in Onsite User Guide - Associating contractors to site.pdf - in Onsite User Guide - Associating employees to site.pdf - in Onsite User Guide - Associating a Contractor from Pending Data.pdf- in Onsite User Guide - Removing association from site.pdf - in Onsite User Guide - Adding Companies to a Cardholder.pdf - In Onsite User Guide - Adding Access Keys - in Onsite User Guide - Ending Cardholder Employment.pdf - in Onsite User Guide - Ending Employment in V3 Portal.pdf - also known as the Worker Roles Portal User Guide - Changing Cardholder training email.pdf - in Onsite User Guide - Creating Employees and adding a photo.pdf - in Onsite User Guide - Creating Contractors and adding a photo.pdf - in Onsite User Guide - Changing an Employees Home Site.pdf - changing this setting in Onsite User Guide - Managing Crews.pdf - Adding and removing people from crews in Onsite User Guide - Creating Cardholder Custom lists.pdf - Lists to easily view configured groups in Onsite User Guide - Creating site user accounts.pdf User Guide - Making an employee a site contact on logpoints and kiosks.pdf - Setting up Site Contacts for Logpoints in Onsite Site User Permission (Definitions).pdf - in Onsite Realm User Permission (Definitions).pdf - in Onsite User Guide - Creating Realm user accounts.pdf - Howe to setup a Realm Account User Guide - Modifying User Access Rights and Inactivating.pdf - Changing user rights. User Guide - Blocking Cardholders from site.pdf - to Block a worker from being able to log onto site. User Guide - Forcing Logoff of OverStayers.pdf - For logging off a worker in Onsite that hasn't logged out. User Guide - Pending Data Overview V1.2.pdf - details how to look up a worker and view their statuses in Onsite |
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Managing Companies and their various features in the Onsite Track Easy System. User Guide - Assigning Cert Keys to a Company.pdf User Guide - Adding company administrators.pdf User Guide - Adding a company to site.pdf |
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Managing either company Compliance or Worker Compliance (Roles and Competencies) User Guide - Creating Certs Keys.pdf User Guide - Creating Access Keys.pdf User Guide - Adding Access Keys.pdf User Guide - Creating Competencies.pdf User Guide - Grouping Competencies .pdf User Guide - Assigning Competencies.pdf User Guide - Inactivating Competencies.pdf User Guide - Creating and assigning roles.pdf User Guide - Creating Competency Custom lists.pdf User Guide - Creating Competency Authorisers.pdf User Guide - Creating Site Roles.pdf |
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Higher level management of Roles and Competencies with a focus on how they are organised in the Worker Portals. 2. User Guide - Detail for Portal Owners.pdf 3. User Guide - Processing Pending data.pdf Overview of competency statuses and how to renew in Onsite Track Easy as an Administrator Overview of Roles statuses in Onsite Track Easy as an Administrator |
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Related to Onsite Track Easy Training feature. Generally no longer used for most clients. Superseded by the Learning Management System (LMS). User Guide - Creating Training Venues.pdf User Guide - Creating Training Templates.pdf User Guide - Creating Training Events.pdf |
Expand | ||
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Details of the tools under the Safety Tab in Onsite Track Easy. User Guide - Creating Selection Types.pdf User Guide - Creating Safety Selections.pdf User Guide - Running a Drug and Alcohol test.pdf Safety Selections - Recurring Schedules V1 20191112.pdf Safety Selections - Scheduled with Start and Finish Time V1 20191112.pdf Safety Selections - Specify Individual or Group to Always be Selected V1 20191112.pdf Safety Selections - Specify Person to Always be Selected V1 20191112.pdf Safety Selections - Alert Pack Notification for Person Selected V1 20191112.pdf Safety Selections - Include Visitors V1 20191112.pdf Safety Selections - Logpoint Selection by Location V1 20191112.pdf Safety Selections - Maximum Selectees V1 20191112.pdf |
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Site Specific tools and advanced features. User Guide - Making an employee a site contact on logpoints and kiosks.pdf User Guide - Running a Drug and Alcohol test.pdf User Guide - Logpoint Configuration v2.pdf User Guide - Setting up Messages on Logpoints.pdf User Guide - Software Logpoint Configuration V1.2.pdf User Guide - Onsite Realm and Site Configuration User Guide v1.1.pdf - guide for viewing and editing Realm and Site configuration items in Onsite Track Easy. |