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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

User

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.

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titlePeople
User Guide -


Expand
title
Introduction Video for 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

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


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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


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 Expand
titleReports


Expand
title
Cardmaker
Reports

Basic Reporting tools in Onsite Track Easy

User Guide - Scheduling a BI report.pdf

User Guide -

Cardmaker process.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