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Client Portal

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Note
titleNew Support Page

A new page for Client Users has been created that reflects the updated naming conventions for the Workforce Management Software Suite. Head over to that page as this one will be retired in the near future.



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
This product will continually evolve and give our client users a new and improved platform that is more intuitive


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.

10

14 Version of the Portal.



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

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Broadcasting - This is the term used to send out mass messages to group types via SMS or Email from the Pegasus Client Portal. This is a Paid module that your Pegasus Account Manager will need to implement in Onsite Track Easy before use.

In order to limit who can use this feature, new Onsite Track Easy User Rights have been developed.
There are four (4) types of recipients configured for messaging:
All Workers who are associated to a Site (Site Broadcast)
All Workers in a list for Explicitly Selected Workers (Worker Broadcast)
All Workers in a list of Companies (Company Broadcast)
All Workers in a list of Crews (Crew Broadcast)

Read more in our comprehensive user guide
Broadcasting User Guide version 1.12.pdf - Version 1.12 Updated 25th March 2020Update to the Client Portal - 25th March 2020 Version 1.12
As the Client Portal is in constant development, its been slightly changed as of this release time.

The Companies icon is now called Company Pre-Qual.
The Report Icon is now on the bottom row.
The upcoming feature - Business Analytics is now shown. The icon is transparent for all users that currently do not have permission to run this feature.
The new feature - Broadcasting - is now available to configured clients.

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  • -  12th October 2022
  • Log Off Worker Feature
  • Add New Worker Feature
  • Additional Worker Information Fields (USI, Subscriptions)




Info
titleVirtual Training
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Looking for a course on a particular topic? We have some new Instructor lead virtual training courses. Click on the logo to head to our training page and enrol into just those courses you need.




Looking for an All-In-One Handout to give your co-workers? With links back to these support pages? We have got you covered!


View file
nameAVETTA Client Training Guide Handout V3.pdf
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Links to our Online Training, and Instructor Lead Training

View file
nameAVETTA Onsite Client Reporting Changes.pdf
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Learn of the changes to the Client Portal and Onsite Reporting Here

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

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

Managing Training Attendees in Classroom Events

Image AddedVideo 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 AddedReview the status of  workers or invite them

Video guide to managing competencies in the Client Portal.

Image AddedThis 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




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