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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 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.





Expand
titlePeople

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

Contractors

Employees.pdf-  in Onsite

User Guide - Searching for

Employees

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 -

Ending Cardholder Employment.pdf

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)

_Onsite Track Easy Manual (1

.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

Realm User Permission (Definitions)_Onsite Track Easy Manual (1).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






Expand
titleCompany

Managing Companies and their various features in the Onsite Track Easy System.
User Guide - Assigning Certs to a Company.pdf

User Guide - Assigning Cert Keys to a Company.pdf

User Guide - Adding company administrators.pdf

User Guide -

Teminate Company Subscription.pdfUser Guide -

Adding a company to site.pdf

User Guide - Removing Company Association from Site.pdf

User Guide - Add and Remove Company Relationships.pdf






Expand
titleCompliance

Managing either company Compliance or Worker Compliance (Roles and Competencies)
User Guide - Creating Certs.pdf

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

User Guide - Creating Competency Authorisers.pdf

User Guide -

Adding site roles

Creating Site Roles.pdf

User Guide - Editing site roles.pdf

User Guide - Secure Documents Guide.pdf





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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
titleTraining

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 Types.pdf

User Guide - Creating Training Venues.pdf

User Guide - Creating Training Templates.pdf

User Guide - Creating Training Events.pdf

User Guide - Adding people to training.pdf

User Guide - Passing out a training event.pdf






Expand
titleSafety

Details of the tools under the Safety Tab in Onsite Track Easy.
User Guide - Creating Report Locations.pdf

User Guide - Creating Selection Types.pdf

User Guide - Creating Safety Selections.pdf

User Guide - Running a Drug and Alcohol test.pdf

Safety Selections - Recurring Schedules V1 20191112.pdf

Safety Selections - Scheduled with Start and Finish Time V1 20191112.pdf

Safety Selections - Specify Individual or Group to Always be Selected V1 20191112.pdf

Safety Selections - Specify Person to Always be Selected V1 20191112.pdf

Safety Selections - Alert Pack Notification for Person Selected V1 20191112.pdf

Safety Selections - Include Visitors V1 20191112.pdf

Safety Selections - Logpoint Selection by Location V1 20191112.pdf

Safety Selections - Maximum Selectees V1 20191112.pdf

Access Refused - Exclude Access Refused BAC V1 20191112.pdf

Safety Selections Feature Update December 2019.pdf






Expand
title
Reports
Setup

Site Specific tools and advanced features.
User Guide -

Log Off Cardholders

Setting up alerts.pdf

User Guide -

Scheduling a BI report

Making an employee a site contact on logpoints and kiosks.pdf

User Guide -

Scheduling Onsite reports

Running a Drug and Alcohol test.pdf

ExpandtitleSetup

User Guide - Logpoint Configuration v2.pdf

User Guide - Setting up Messages on Logpoints.pdf

User Guide - Software Logpoint Configuration V1.2.pdf

User Guide -

Setting up alerts.pdf

Onsite Realm and Site Configuration User Guide v1.1.pdf - guide for viewing and editing Realm and Site configuration items in Onsite Track Easy.



Emergency Evacuation User Guide_22012018.pdf




Expand
title
Mobile App
Reports

Basic Reporting tools in Onsite Track Easy

User Guide - Scheduling a BI report.pdf

User Guide - Emergency Evacuation Report.pdf








Support Videos

Image Added

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