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User Guide - Searching for Contractors.pdf
User Guide - Searching for Employees.pdf
User Guide - Creating Employees and adding a photo.pdf
User Guide - Inactivating Employees.pdf
User Guide - Managing Crews.pdfImage AddedOnsite Track Easy
Other Client Admin pages related to the Onsite Track Easy Program
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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.
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If you are NOT a Client Site or Realm user, you have a dedicated Contractor Support page here - Onsite Contractor |
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Want to know about the Quick Submit Verification feature that was launched in September 2023?Access the Overview Page hereImage Added |
Contained here are instructions on how to perform 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 People, for more information on viewing what rights you have in the system.
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Managing Employees, Contractors or Visitors. Modifying Crews, Access Keys or creating User accounts are all detailed here. 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 |
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 |
Making an employee a site contact on logpoints and kiosks.pdf - Setting up Site Contacts for Logpoints in Onsite |
.pdf - in Onsite Realm User Permission (Definitions).pdf - in Onsite |
- 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 |
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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 |
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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 |
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Higher level management of Roles and Competencies with a focus on how they are organised in the Worker Portals. 2. User Guide - Detail for Portal Owners.pdf 3. User Guide - Processing Pending data.pdf 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 |
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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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Site Specific tools and advanced features. |
title | Setup |
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title | Mobile App |
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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