Administrator Actions

Owned by Damien Challen
Last updated: Feb 19, 2024
4 min read



Contained here are instructions on how to perform the most common 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 People,  for more information on viewing what rights you have in the system.



Note

If you are NOT a Client Site or Realm user, you have a dedicated Supplier Support page here - Workforce Management Supplier









 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 Configuring Role Rules V1.5.pdf
2. User Guide - Processing Pending data.pdf















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

Elearning Courses

Overview of the Role and Onsite Track Easy Steps to setup Auto Enrol into Mandatory Training