Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Image Removed

This page contains the overview of the main functions of the Client Portal. Want to know about a specific feature? Explore these direct pages:

Analytics
Assessments
Broadcasting
Company Pre-Qual

LMS and Training
Managing Crews
Onsite
Reports

The Client Portal is a User Interface replacement of ONSITE TRACK EASY

Image Added

image.pngImage Added

The Client Portal links the data collected in various Pegasus Workforce Management portals and features to provide a single source of truth to review, alter, and action Worker information.
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 page contains the overview of the main functions of the Client Portal. Want to know about a specific feature? Explore these direct pages:



We also have a Video of the Client Portal in action with Steps to configure it.

This video guide will take you through the interface and features of the 1.14 Version of the Client Portal.

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

View file
nameClient Portal User Guide version 1.40.pdf
height150

Version 1.40.




Video of the Company Compliance Status feature


Video shows the Company Compliance status in the Client Portal

Manage Worker Site Attendance in the Client Portal


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

Managing Training Attendees in Classroom Events

Video 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

Steps to modify the default company for a worker

Video Guide on reviewing and Inviting a worker to the Workforce by Avetta Mobile App.Review the status of  workers or invite them

Video guide to managing competencies in the Client Portal.

This 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

...