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Administration User Guides

Administration User Guides

Sept 07, 2023

 

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

 

 

 

Quick 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 -
Watch the Client Administrator Pending Data Process video below

 

 

 

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 ,  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.
-  in Onsite

-  in Onsite

-  in Onsite

  -  in Onsite

-  in Onsite

-  in Onsite

- In Onsite

- in Onsite

- in Onsite

- also known as the Worker Roles Portal

- in Onsite

- in Onsite

- in Onsite

- changing this setting in Onsite

- Adding and removing people from crews in Onsite

- Lists to easily view configured groups in Onsite

- Setting up Site Contacts for Logpoints in Onsite

-  in Onsite

-  in Onsite

- Howe to setup a Realm Account

- Changing user rights.

- to Block a worker from being able to log onto site.

- For logging off a worker in Onsite that hasn't logged out.

- details how to look up a worker and view their statuses in Onsite

 

 

Managing Companies and their various features in the Onsite Track Easy System.

 

 

Managing either company Compliance or Worker Compliance (Roles and Competencies)

 



 

 

Higher level management of Roles and Competencies with a focus on how they are organised in the Worker Portals.
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Support Videos

Overview of competency statuses and how to renew in Onsite Track Easy as an Administrator

 

Overview of Roles statuses in Onsite Track Easy as an Administrator

 

 

Related to Onsite Track Easy Training feature. Generally no longer used for most clients. Superseded by the Learning Management System (LMS).

 

 

Details of the tools under the Safety Tab in Onsite Track Easy.

 

 

Site Specific tools and advanced features.

- guide for viewing and editing Realm and Site configuration items in Onsite Track Easy.

 

 

Basic Reporting tools in Onsite Track Easy

 



Support Videos

Overview of competency statuses and how to renew in Onsite Track Easy as an Administrator

 

Overview of Roles statuses in Onsite Track Easy as an Administrator