- Created by Lauren Chock, last modified by Damien on Nov 13, 2020
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Onsite Track Easy
Other Client Admin pages related to the Onsite Track Easy Program
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.
Note
If you are NOT a Client Site or Realm user, you have a dedicated Contractor Support page here - Onsite Contractor
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.
Managing Employees, Contractors or Visitors. Modifying Crews, Access Keys or creating User accounts are all detailed here.
User Guide - Searching for Employees.pdf
User Guide - Searching for Contractors.pdf
User Guide - Associating contractors to site.pdf
User Guide - Associating employees to site.pdf
User Guide - Associating a Contractor from Pending Data.pdf
User Guide - Removing association from site.pdf
User Guide - Adding Companies to a Cardholder.pdf
User Guide - Adding Access Keys
User Guide - Ending Cardholder Employment.pdf
User Guide - Ending Employment in V3 Portal.pdf - also known as the Roles Portal
User Guide - Changing Cardholder training email.pdf
User Guide - Creating Employees and adding a photo.pdf
User Guide - Creating Contractors and adding a photo.pdf
User Guide - Changing an Employees Home Site.pdf
User Guide - Managing Crews.pdf
User Guide - Creating Cardholder Custom lists.pdf
User Guide - Creating Site User accounts.pdf
User Guide - Making an employee a site contact on logpoints and kiosks.pdf
Site User Permission (Definitions).pdf
Realm User Permission (Definitions).pdf
User Guide - Creating Realm user accounts.pdf
User Guide - Modifying User Access Rights and Inactivating.pdf
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 - Adding a company to site.pdf
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 - Creating Site Roles.pdf
User Guide - Editing site roles.pdf
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
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
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
Cardmaker is a program for printing Pegasus/Onsite Track Easy cards at a site. These instructions detail the setup, install and process to print cards
Page Version: 165
Note: This Document is not version controlled when printed.- No labels