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Contained here are instructions on how to perform the most commons common 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.




Warning
titleNote

If you are NOT a Client Site or Realm user, you have a dedicated Supplier Support page here - WFMS



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titleRoles and Role Configuration

Anchor
RoleConfiguration
RoleConfiguration

Higher level management of Roles and Competencies with a focus on how they are organised in the Worker Portals.
1. User Guide - Overview of RC and Configuring Site Role Rules V1.5.pdf
2. User Guide - Detail for Portal Owners.pdf
3. User Guide - Processing Pending data.pdf
Support Videos

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Overview of competency statuses and how to renew in Onsite Track Easy as an Administrator

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Overview of Roles statuses in Onsite Track Easy as an Administrator





Expand
titleReports

Basic Reporting tools in Onsite Track Easy

User Guide - Scheduling a BI report.pdf

User Guide - Emergency Evacuation Report.pdf



Support Videos

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Overview of competency statuses and how to renew in Onsite Track Easy as an Administrator


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Overview of Roles statuses in Onsite Track Easy as an Administrator

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Elearning Courses

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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.

Warning
titleNote

If you are NOT a Client Site or Realm user, you have a dedicated Supplier Support page here - WFMS

Expand
titlePeople

Managing Employees, Contractors or Visitors. Modifying Crews, Access Keys or creating User accounts are all detailed here.

User Guide - Searching for Contractors.pdf

User Guide - Searching for Employees.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.pdf

User Guide - Ending Cardholder Employment in V2 Portal.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

Expand
titleCompany

Managing Companies and their various features in the Onsite Track Easy System.
User Guide - Assigning Certs to a Company.pdf

User Guide - Assigning Cert Keys to a Company.pdf

User Guide - Adding company administrators.pdf

User Guide - Adding a company to site.pdf

User Guide - Removing Company Association from Site.pdf

User Guide - Removing Company Association from Site.pdf

User Guide - Add and Remove Company Relationships.pdf

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titleCompliance

Managing either company Compliance or Worker Compliance (Roles and Competencies)
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

User Guide - Secure Documents Guide.pdf

Expand
titleRoles and Role Configuration
AnchorRoleConfigurationRoleConfigurationHigher level management of Roles and Competencies with a focus on how they are organised in the Worker Portals.
1. User Guide - Overview of RC and Configuring Site Role Rules.pdf

2. User Guide - Detail for Portal Owners.pdf

3. User Guide - Processing Pending data.pdf
Support Videos

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Overview of competency statuses and how to renew in Onsite Track Easy as an Administrator

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Overview of Roles statuses in Onsite Track Easy as an Administrator

Expand
titleTraining

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 Types.pdf

User Guide - Creating Training Venues.pdf

User Guide - Creating Training Templates.pdf

User Guide - Creating Training Events.pdf

User Guide - Adding people to training.pdf

User Guide - Passing out a training event.pdf

Expand
titleSafety

Details of the tools under the Safety Tab in Onsite Track Easy.
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

Access Refused - Exclude Access Refused BAC V1 20191112.pdf

Safety Selections Feature Update December 2019.pdf

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titleSetup

Site Specific tools and advanced features.
User Guide - Setting up alerts.pdf

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 Camp User Guide.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.

Expand
titleReports

Basic Reporting tools in Onsite Track Easy

User Guide - Scheduling a BI report.pdf

User Guide - Emergency Evacuation Report.pdf

Support Videos

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Overview of competency statuses and how to renew in Onsite Track Easy as an Administrator

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Overview of Roles statuses in Onsite Track Easy as an Administrator

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Overview of the Role and Onsite Track Easy Steps to setup Auto Enrol into Mandatory Training