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How To Assign an Asset to a Pool

  1. From the SysAdmin Main Menu under Pool Management, click into the Asset Register

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  2. Filter based on ‘Unassigned’ to view all assets which have not yet been assigned to a Pool. Find the vehicle you want to assign and click ‘Assign’

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  3. Select the Pool you want to assign the vehicle to. If the asset is to be added to the Pool for a specific time period you can use the date field to add it to the Pool between certain dates. For example, if you have a new vehicle which is not being delivered for a few weeks, you can add it to the Pool from the delivery date. This means the asset won’t be visible until then. Likewise if the vehicle is to be sold soon you can add it to a Pool until a certain date. Once the date passes the vehicle will no longer be visible.

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How to move an Asset from one Pool to another

  1. You will firstly need to unassign the asset from the Pool in Asset Register. Find the vehicle you are looking for and click ‘Unassign’

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  2. Filter the Asset Register on 'Unassigned' to find the asset again. Click Assign to add it into the new Pool

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    • If you are unable to find an answer to your question in here please log a support request via the Smartrak Service Desk