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Image AddedOnsite Track Easy




Other Client Admin pages related to the Onsite Track Easy Program

Children Display
pageGetting Started



Welcome to the support pages for Onsite Track Easy and its related Pegasus Software Suite. These Client Admin resources pages are for
Site and Realm user account holders.


Warning
titleNote

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




Info
titleQuick Submit Verification

Want to know about the Quick Submit Verification feature that was launched in September 2023?

Access the Overview Page here
Read the User Guide - QuickSubmit Verification for Client Admins V2.pdf
Watch the Client Administrator Pending Data Process video below

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Contained here are

some

instructions on how to perform

various

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 Peoplefor more information on viewing what rights you have in the system

if you are unaware.
Whether you have rights to make all changes, or just the ability to view basic profile information, this section is sure to give you more background on our system, hardware and processes. Expand
titleIntroduction Video for New Users

This Onsite Track Easy Video will guide you through some of the more common screens people use the software for.

If you are an first time user, or only use the system only from time to time as a Supervisor/Manager, this video guide will refresh you on the basics of Onsite Track Easy.

Onsite Track Easy Introduction VideoImage Removed

ExpandRole Consolidation User GuidesRole Consolidation User Guides

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

AnchorPeoplePeopletitlePeople Expand
titleCompany

.



Expand
titlePeople

Managing Employees, Contractors or Visitors. Modifying Crews, Access Keys or creating User accounts are all detailed here.
User Guide - Searching for Employees.pdf -  in Onsite

User Guide - Searching for Contractors.pdf -  in Onsite

User Guide - Associating contractors to site.pdf -  in Onsite

User Guide - Associating employees to site.pdf  -  in Onsite

User Guide - Associating a Contractor from Pending Data.pdf-  in Onsite

User Guide - Removing association from site.pdf -  in Onsite

User Guide - Adding Companies to a Cardholder.pdf - In Onsite

User Guide - Adding Access Keys - in Onsite

User Guide - Ending Cardholder Employment.pdf - in Onsite

User Guide - Ending Employment in V3 Portal.pdf - also known as the Worker Roles Portal

User Guide - Changing Cardholder training email.pdf - in Onsite

User Guide - Creating Employees and adding a photo.pdf - in Onsite

User Guide - Creating Contractors and adding a photo.pdf - in Onsite

User Guide - Changing an Employees Home Site.pdf - changing this setting in Onsite

User Guide - Managing Crews.pdf - Adding and removing people from crews in Onsite

User Guide - Creating Cardholder Custom lists.pdf - Lists to easily view configured groups in Onsite

User Guide - Creating site user accounts.pdf

User Guide - Making an employee a site contact on logpoints and kiosks.pdf - Setting up Site Contacts for Logpoints in Onsite

Site User Permission (Definitions).pdf -  in Onsite

Realm User Permission (Definitions).pdf -  in Onsite

User Guide - Creating Realm user accounts.pdf - Howe to setup a Realm Account

User Guide - Modifying User Access Rights and Inactivating.pdf - Changing user rights.

User Guide - Blocking Cardholders from site.pdf - to Block a worker from being able to log onto site.

User Guide - Forcing Logoff of OverStayers.pdf - For logging off a worker in Onsite that hasn't logged out.

User Guide - Pending Data Overview V1.2.pdf - details how to look up a worker and view their statuses in Onsite


Terminate Company Subscription.pdfUser Guide -


Expand
titleRoles and Role Configuration

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.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
titleSetup
User Guide -


Expand
title
Reports

User Guide - Forcing Logoff of OverStayers.pdf

User Guide - Scheduling a BI report.pdf

User Guide - Scheduling Onsite reports.pdf

User Guide - Emergency Evacuation Report.pdf

Below are some Cheat Sheet Handouts for users to help guide them through the system
Expand
titleCardmaker

User Guide - Cardmaker process.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.


BI Reports Guide - cheat sheet.pdf


Expand
title
Cheat Sheets - Various

Cheat Sheet - Mobile App Users V4 - Generic.pdf

Cheat Sheet - Supervisors - V4 - Generic.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