Client Portal
- Damien Challen
The Client Portal 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 Client Portal:-
- 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
New Feature
Review all the release notes for the Client Portal in one location.
Watch this video to see how you can access those.
We also have a Video of the Client Portal in action with Steps to configure it.
This video guide will take you through the 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.
Version 1.40
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
User guide on Managing Training Pre-requisites in the Client Portal