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Contained here are instructions on how to perform the most 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.
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If you are NOT a Client Site or Realm user, you have a dedicated Supplier Support page here - WFMS |
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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 User Guide - Removing Company Association from 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. 1. User Guide - Overview of Configuring Role Rules V1.5.pdf 2. User Guide - Processing Pending data.pdf |
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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 Superseded by the Learning Management System (LMS).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.pdfUser 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
Elearning Courses
Overview of the Role and Onsite Track Easy Steps to setup Auto Enrol into Mandatory Training