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Role Consolidation User Guides

1. Draft User Guide - Overview of RC and Configuring Site Role Rules.pdf

2. Draft User Guide - Detail for Portal Owners.pdf

3. Draft User Guide -Processing Pending data.pdf


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.


_Onsite Track Easy Manual (1Realm 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

.pdfUser Guide - Teminate Company Subscription Adding site roles


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


.pdf Expand
titleReports

User Guide - Log Off Cardholders.pdf

User Guide - Scheduling a BI report.pdf

User Guide - Scheduling Onsite reportsStandard Mobile app user guide 2019 Expand
titleMobile App
Expand
titleCardmaker
Cardmaker process  Expand
titleHardware Devices
ToughPad Breakdown.pdf

Desktop Kiosk Breakdown.pdf

LP7 Kiosk Install Guide.pdf

LP7 Sticker Printer Rolls.pdf

LP7 Kiosk Printer Troubleshooting Guide.pdf

Older Devices
LP4/5 Devices
Logpoint 101.pdf

Sticker Printer 101.pdf

Change BIOS Battery and date-time.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.



Expand
titleReports

Basic Reporting tools in Onsite Track Easy

User Guide - Scheduling a BI report.pdf

User Guide - Emergency Evacuation Report.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