Onsite Track Easy

Onsite Track Easy is the Pegasus Workforce Management legacy database, from which the Suppplier Portal primarially draws its Worker information from.
Commonly called the "Green Screen" for its heavy use of the colour, this system is still currently used by some Clients for configuration of their Supplier Portal, Worker Management and Training aspects.
Our Clients use this back end database for:

Site Access Control Management
Logpoint and Site Alerts
Safety Selections
Managing Roles and Competencies
User Management
V2 Portal Clients and their configuration

While the V3 Supplier Portal has a lot of new features and links other systems, there is some legacy tools inside Onsite Track Easy that Supplier Administrators can still access to great benefit.

We have a number of user guides that cover these features listed below

Company Actions that Supplier Administrators can perform:

User Guide - Checking Contractor Company Certificates

Manage Site Company Relationships

STEP	ACTION
1	Login to https://secure.onsitetrackeasy.com.au with your allocated credentials
2	Click on COMPANY
3	Click on SITE COMPANY RELATIONSHIPS
4	Here you can search sites that your company is associated with and add details for your own records. This is so that if other users in this concoweb need access to that information, it is easily accessible.
5	Clicking on the SEARCH button will give you the list of sites your company is associated with.
6	You can now click on one of those sites that you wish to review or record information about.
7	In this next screen you will see your company in between two ADD buttons.
8	Essentially you can click the appropriate ADD button and then search for any Onsite Track Easy company that you might deal with (e.g subcontract to or subcontract to your company). This will then add that company to the “Works For Your Co” or “Your Co Works For” sections. Multiple companies can be searched for and selected in either section. This will only show results for companies that are registered in Onsite Track Easy.
9	To the right of your listed company, there is an icon that is the EDIT HISTORY for this page. It will show you any changes that have been made by any user.

Manage Company Subscription Contact

STEP	ACTION
1	Login to https://secure.onsitetrackeasy.com.au with your allocated credentials
2	Click on SETUP
3	Click on ONSITE CONTRACTOR
4	Click on SUBSCRIPTION tab This will display your current Onsite Contractor Subscription status. The subscription contacts is the primary contact to receive emails from Onsite Track Easy regarding expiring competencies, or other communications.
5	In the CONTACT DETAILS section, it will display the current contact for your company, which is tied to the email address and account that Onsite Track Easy will send any reminders or alerts to.
6	If the listed contact is no longer valid, click on the CHANGE button (account must have the user right – Can Edit Onsite Contractor Settings)
7	This will then list all the people that can be the subscription contact. As well as all the users and employees listed in this company.
8	If possible, select a person from the listed DATA MANAGER USERS list. To the right of the listed names is a SELECT button. Once pressed, this will change the contact details and then display the Subscription Contact details page once again. It is best to select a person that already has a USER account otherwise choosing a listed NON-USER will create a user account, It will also give them full rights to the Onsite Contractor Site.

Contained here are some instructions on how to perform various functions in Onsite Track Easy, under the Person Menu.

Add or Change Personal Contacts

STEP	ACTION
ONSITE SUBSCRIBED COMPANIES ONLY - This action can not be completed if you have basic access.
1	Login to https://secure.onsitetrackeasy.com.au with your allocated credentials
2	Click on PERSON
3	Click on EMPLOYEES
4	Type in the FIND field the first name OR last name of the Employee you are searching for and click SEARCH; or click SEARCH without any text in the find field to look at all Employees
5	Click on the Employees name you wish to investigate in the search results. This will then open up their profile.
6	Scroll halfway down the page and in the PERSONAL CONTACTS section you will see a button that says ADD PERSONAL CONTACT.
7	You can now add multiple Personal Contacts, however only one can be a designated as Next of Kin.
8	As you are entering in the contact details, you can add information such as multiple email, multiple phone numbers and relationship type.

Edit Personal Details of Worker

STEP	ACTION	SUPPORTING IMAGES
1	Login to https://secure.onsitetrackeasy.com.au with your allocated credentials (You can use the same login details for Onsite Track Easy that you would normally use to login to the portal)
2	Click on PERSON
3	Click on EMPLOYEES
4	Type in the FIND field the first name OR last name of the Employee you are searching for
5	If you have a 'Full View Employee' Option showing over the right hand side of your screen: A. Click CHANGE B. Drop down the menu and select the applicant that you are searching for C. Click SAVE D. Now move to step 6 of this process If you DO NOT have a 'Full View Employee' Option showing over the right hand side of your screen E. Now move to step 6 of this process
6	Click SEARCH
7	Click on the Employees name you wish to investigate in the search results - This will then open up their profile.
8	Click EDIT
9	Update the details field that requires amendment for this applicant and then click SAVE

View Employee Competencies

Video Guide to Viewing a Contractors Roles and Competencies

STEP	ACTION
1	Login to https://secure.onsitetrackeasy.com.au with your allocated credentials
2	Click on PERSON
3	Click on EMPLOYEES. Onsite Basic Only: This will only display the employee’s details for the one you have selected as the FULL VIEW EMPLOYEE. If you wish to change the FULL VIEW EMPLOYEE, click on the PERSON menu and then click EMPLOYEES. On the right of the screen click the CHANGE button and select the person you wish to view in the drop down list and then press SAVE.
4	Enter in partial text (or first name) of the Employee you wish to view and click SEARCH; or just click SEARCH to get a full list of your company’s Employees
5	Click on the Employee you wish to view
6	Click on COMPETENCIES
7	You can now view the employees current competencies, as well as past or inactive competencies. Additionally. you can list competencies by a site or realm, if an employee has many against their profile for easier visibility.

View Employee Role/s

Video Guide to Viewing a Contractors Roles and Competencies

STEP	ACTION
1	Login to https://secure.onsitetrackeasy.com.au with your allocated credentials
2	Click on PERSON
3	Click on EMPLOYEES Onsite Basic Only: This will only display the employee’s details for the one you have selected as the FULL VIEW EMPLOYEE. If you wish to change the FULL VIEW EMPLOYEE, click on the PERSON menu and then click EMPLOYEES. On the right of the screen click the CHANGE button and select the person you wish to view in the drop down list and then press SAVE.
4	Type in some fragment of the person’s name you are looking for and then press SEARCH; or you can also click SEARCH with no entries to view ALL of your company’s Employees.
5	Click on the Employee you wish to view
6	Click on the ROLE tab
7	You can now view the employees role/s, as well as past or inactive role/s.

View Employee Access Key/s

STEP	ACTION
1	Login to https://secure.onsitetrackeasy.com.au with your allocated credentials
2	Click on PERSON
3	Click EMPLOYEES Onsite Basic Only: This will only display the employee’s details for the one you have selected as the FULL VIEW EMPLOYEE. If you wish to change the FULL VIEW EMPLOYEE, click on the PERSON menu and then click EMPLOYEES. On the right of the screen click the CHANGE button and select the person you wish to view in the drop down list and then press SAVE.
4	Type in some fragment of the person’s name you are looking for and then press SEARCH; you can also click SEARCH with no entries to view ALL of your company’s Employees
5	Click on the Employee you wish to view
6	Click on the KEYS tab
7	You can view keys that have been assigned to this Employee This page will list the ACCESS KEYS that a site uses and the status of those keys this Employee has.
8	You can click on the VIEW link on any of those keys, to see what competencies that site requires for the Access Key key to be current. The Key Structure Statement outlines what is required of an Access Key. NOTE: You will not be able to see the details of the competency itself, as that is only viewable at the site or realm level.

End Employment

User Guide - Ending Worker Employment in Concoweb.pdf

User Guide - Ending Worker Employment in V3 Worker Portal.pdf

Change Training Email Address

User Guide - Changing Cardholder Training Email Address v2.pdf

Onsite Track Easy

Site Access Control Management

Logpoint and Site Alerts

Safety Selections

Managing Roles and Competencies

User Management

V2 Portal Clients and their configuration

While the V3 Supplier Portal has a lot of new features and links other systems, there is some legacy tools inside Onsite Track Easy that Supplier Administrators can still access to great benefit.

We have a number of user guides that cover these features listed below