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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 - QuickSubmit Verification for Client Admins V2.pdf
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 People,  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.
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





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

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



 

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

Access Refused - Exclude Access Refused BAC V1 20191112.pdf

Safety Selections Feature Update December 2019.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