Onsite Track Easy
Damien Challen
This Onsite Track Easy Video will guide you through some of the more common screens people use the software for.
If you are a 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.
This overview shows some of some of the features of program; managing your users, searching your employees profiles, running reports and checking compliance.
Introduction Video
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.
E-Learning Course
Elearning course that coves in more depth the Onsite Track Easy Program and how you can navigate the website, review user permissions, searching workers and reviewing Roles and Competencies.
Managing Employees, Contractors or Visitors. Modifying Crews, Access Keys or creating User accounts are all detailed here.
User Guide - Searching for Employees.pdf - in Onsite
User Guide - Searching for Contractors.pdf - in Onsite
User Guide - Associating contractors to site.pdf - in Onsite
User Guide - Associating employees to site.pdf - in Onsite
User Guide - Associating a Contractor from Pending Data.pdf- in Onsite
User Guide - Removing association from site.pdf - in Onsite
User Guide - Adding Companies to a Cardholder.pdf - In Onsite
User Guide - Adding Access Keys - in Onsite
User Guide - Ending Cardholder Employment.pdf - in Onsite
User Guide - Ending Employment in V3 Portal.pdf - also known as the Worker Roles Portal
User Guide - Changing Cardholder training email.pdf - in Onsite
User Guide - Creating Employees and adding a photo.pdf - in Onsite
User Guide - Creating Contractors and adding a photo.pdf - in Onsite
User Guide - Changing an Employees Home Site.pdf - changing this setting in Onsite
User Guide - Managing Crews.pdf - Adding and removing people from crews in Onsite
User Guide - Creating Cardholder Custom lists.pdf - Lists to easily view configured groups in Onsite
User Guide - Creating Site User accounts.pdf
User Guide - Making an employee a site contact on logpoints and kiosks.pdf - Setting up Site Contacts for Logpoints in Onsite
Site User Permission (Definitions).pdf - in Onsite
Realm User Permission (Definitions).pdf - in Onsite
User Guide - Creating Realm user accounts.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
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
Site Specific tools and advanced features.
User Guide - Setting up alerts.pdf
User Guide - Making an employee a site contact on logpoints and kiosks.pdf
User Guide - Running a Drug and Alcohol test.pdf
User Guide - Logpoint Configuration v2.pdf
User Guide - Setting up Messages on Logpoints.pdf
User Guide - Software Logpoint Configuration V1.2.pdf
User Guide - Onsite Realm and Site Configuration User Guide v1.1.pdf - shows editable options to manage site and realms that users can modify to run a more efficent Onsite.