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Onsite Track Easy

Onsite Track Easy

Owned by Damien Challen
Last updated: Nov 04, 2021







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.


 People

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







 Roles and Role Configuration

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

2. User Guide - Detail for Portal Owners.pdf

3. User Guide - Processing Pending data.pdf










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