Client Portal
| Child pages (Children Display) |
|---|
The Client Portal is a User Interface replacement of ONSITE TRACK EASY.
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
We also have a Video of the Client Portal in action with Steps to configure it.
This video guide will take you through the current interface and features of the 1.14 Version of the Portal.
We have a User Guide Manual should you wish to review more about the Pegasus Client Portal and its features.
- UPDATED - Client Portal User Guide version 1.40.pdf - 12th October 2022
- Log Off Worker Feature
- Add New Worker Feature
- Additional Worker Information Fields (USI, Subscriptions)
Looking for an All-In-One Handout to give your co-workers? With Links links back to these support pages? We ahve have got you covered!
| View file | ||||
|---|---|---|---|---|
|
Links to our Online Training, and Instructor Lead Training
| View file | ||||
|---|---|---|---|---|
|
Learn of the changes to the Client Portal and Onsite Reporting Here
Video of the Company Compliance Status feature
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
Steps to modify the default company for a worker
Video Guide on reviewing and Inviting a worker to the Workforce by Avetta Mobile App.
Review 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
...