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The Client Portal

is a User Interface replacement of ONSITE TRACK EASY

links the data collected in various Pegasus Workforce Management portals and features to provide a single source of truth to review, alter, and action Worker information.
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


This page contains the overview of the main functions of the Client Portal. Want to know about a specific feature? Explore these direct pages:


Analytics
Assessments
Broadcasting
Company Pre-Qual


LMS and Training
Managing Crews
Onsite
Reports

 


New Feature
Review all the release notes for the Client Portal in one location.
Watch this video to see how you can access those.

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We also have a Video of the Client Portal in action with Steps to configure it.

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This video guide will take you through the

current

interface and features of the 1.14 Version of the Client Portal.

We have a User Guide Manual should you wish to review more about the Pegasus Client Portal and its features.

View file
nameClient Portal User Guide version 1.40.pdf
height

250
  • Log Off Worker Feature
  • Add New Worker Feature
  • Additional Worker Information Fields (USI, Subscriptions)

    • 150

    Version 1.40




    Video of the Company Compliance Status feature

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    Video shows the Company Compliance status in the Client Portal

    Manage Worker Site Attendance in the Client Portal


    Learn how to review Site Attendance and Log Out a worker from the Client Portal

    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.

    Video Guide on changing a workers default company
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    Steps to modify the default company for a worker

    Video Guide on reviewing and Inviting a worker to the Workforce by Avetta Mobile App.Image ModifiedReview the status of  workers or invite them

    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

    User guide on Managing Training Pre-requisites in the Client Portal

    View file
    nameTraining Pre-requisites in Client Portal.pdf
    height250