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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.

Please note that Approval Triggers will be set/approval requested based on the order in which they are created.

To set up

approval triggers

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:

    1. Enter

the Rego of
    1. the Rego/Licence Plate of the vehicle, or type * to select every vehicle

      1. Please Note - Campus Admins/Pool Managers can only select a rego

from a list of regos
      1. that they are an administrator for

.
    1. Enter a

specific username that
    1. specific Username that this rule applies to, or type * to select every user

.
    1. Select

the booking field to evaluateSelect the condition operator
    1. the Booking Field to evaluate

      1. Note that these are the fields that can be selected and include any Custom Booking Fields that have been configured

    2. Select the Condition Operator which is dependent on the booking field selected

    3. Enter or select

the value that
    1. the Value that would trigger an approval

    2. Select

an option
    1. Email address for approval for who the approval requests should be emailed to

.
      1. Please note that Designated approvers for the vehicle is not currently supported

    1. (optional) Select Date From/To or leave blank for always

    2. (optional) Enter a

comment
    1. Comment to jog your memory why this rule is in place

.(optional) Select a date range that this rule is active.
    1. Click 'Save Trigger'

You can

also

edit triggers by clicking the 'edit' link

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next to the trigger on the main Approval Triggers page

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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 

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