Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

In it’s default state, PoolCar allows users to make vehicle bookings directly in a self-serve manner. Your organisation may prefer to have all bookings, or some vehicles, require approval before they are confirmed.

To set up approval triggers

  1. Click SysAdmin > Main Menu

  2. Click Approval Triggers (under the Security & Permissions heading)

  3. Click the button 'Add New Trigger'

  4. For the trigger details:

    • Enter the Rego of the vehicle, or type * to select every vehicle. 

      • Note - Campus Admins can only select a rego from a list of regos that they are an administrator for.

    • Enter a specific username that this rule applies to, or type * to select every user.

    • Select the booking field to evaluate

    • Select the condition operator

    • Enter or select the value that would trigger an approval

    • Select an option for who the approval requests should be emailed to.

    • (optional) Enter a comment to jog your memory why this rule is in place.

    • (optional) Select a date range that this rule is active.

    • Click 'Save Trigger'

  5. You can also edit triggers by clicking the 'edit' link.

Image Added

Once enabled, the steps that occur when a user makes a booking are as below

  1. Users make bookings against the vehicles they require, for their desired dates/times

  2. If the booking meets the approval trigger criteria, the booking becomes a "provisional booking"

  3. For the provisional booking, an email is automatically sent to the nominated user/admin as per the approval trigger rule

  4. The user/admin reviews the booking details in the email message and clicks either 'approve' or 'decline'

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

Self Help | Service Desk | Service Desk Help | Knowledge Base | Trouble shooting | Smartrak Portfolios