Contained here are some instructions on how to perform various functions in Onsite Track Easy.
Depending upon your User Access Rights in the system, some of these instructions you might not be able to perform.
Read the Modifying User Access and Rights guide for more information on viewing what rights you have in the system if you are unaware.
Whether you have rights to make all changes, or just the ability to view basic profile information, this section is sure to give you more background on our system, hardware and processes.
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This Onsite Track Easy Video will guide you through some of the more common screens people use the software for. If you are an first time user, or only use the system only from time to time as a Supervisor/Manager, this video guide will refresh you on the basics of Onsite Track Easy. Onsite Track Easy Introduction Video |
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1. User Guide - Overview of RC and Configuring Site Role Rules.pdf |
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User Guide - Searching for Employees.pdf
User Guide - Searching for Contractors.pdf
User Guide - Associating contractors to site.pdf
User Guide - Associating employees to site.pdf
User Guide - Associating a Contractor from Pending Data.pdf
User Guide - Removing association from site.pdf
User Guide - Adding Companies to a Cardholder.pdf
User Guide - Adding Access Keys
User Guide - Ending Cardholder Employment.pdf
User Guide - Ending Employment in V3 Portal.pdf
User Guide - Changing Cardholder training email.pdf
User Guide - Creating Employees and adding a photo.pdf
User Guide - Creating Contractors and adding a photo.pdf
User Guide - Changing an Employees Home Site.pdf
User Guide - Managing Crews.pdf
User Guide - Creating Cardholder Custom lists.pdf
User Guide - Creating site user accounts.pdf
User Guide - Making an employee a site contact on logpoints and kiosks.pdf
Site User Permission (Definitions).pdf
Realm User Permission (Definitions).pdf
User Guide - Creating Realm user accounts.pdf
User Guide - Modifying User Access Rights and Inactivating.pdf
User Guide - Blocking Cardholders from site.pdf
User Guide - Forcing Logoff of OverStayers.pdf
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User Guide - Creating Certs.pdf 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 User Guide - Editing site roles.pdf |
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User Guide - Creating Report Locations.pdf 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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Below are some Cheat Sheet Handouts for users to help guide them through the system
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Cheat Sheet - Mobile App Users V4 - Generic.pdf |