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Introduction

Introduction

Smartrak is committed to providing customers with a modern and enjoyable experience, and as part of this effort, the mobility team has developed a new booking tool called "Trip Planning."

This new tool offers a more visual approach to booking trips rather than the legacy calendar way allowing customers to see their destination point on a map for easier navigation.

Trip Planning is just the first step in a series of future developments and improvements that will serve all PoolCar customers and support more functionalities.

The tool is a crucial part of Smartrak's Sustainable Transportation Vision and will incorporate features and functionalities that align with this goal.

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Trip Planning Settings (App Settings)

  • As a fleet manager, you can turn Trip Planning on or off for users from the AppSetting page → “Trip Planning” Tab.

  • Select the culture/language from the setting tab to use the map in that country

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Supported Features

  • At this stage, Trip Planning does not support all the features in the Calendar view.

  • Therefore, some settings might block the enablement of Trip Planning, and those settings need to be disabled.

  • These settings are:

    • Recurring Bookings: The fleet manager needs to make sure that Recurring Bookings are disabled by selecting any of the “Yes” options below (from the Booking Form Tab)

o   Share a Ride: The fleet manager needs to make sure that this option is disabled (from the Passengers Tab).

o   Passenger Manifest: the settings of the bookings form mustn’t show the passenger manifest (from the Passengers Tab).

o   Accreditation Types (from the Access Rights Tab)

o   Automatic Vehicle Allocation (from the Bookings Tab)

What are the current functions supported by Trip Planning

Not all existing features/functions in PoolCar will be supported in the new booking workflow. The supported functionalities are:-

  • The new User Interface

  • Source/Destination Entry

  • Project Code

  • Custom Fields (Only Text Box now and more types will be supported in the future)

  • FIlter the Vehichle by ey Words

  • Purpose of Trip

  • Business/Private Trip

  • Synchronised bookings between Trip Planning and KeyMaster

  • Synchronised bookings between Trip Planning and Keyless

What are the current functions that prevent users from using Trip Planning

Not all existing features/functions in PoolCar will be supported in the new booking workflow. The not supported functionalities are:-

  • Passenger Manifest

  • Share a Ride

  • Accreditation Type

  • Recurring bookings

  • Automatic vehicle allocation

  • Custom booking types

  • Key Master cabinets

  • Keyless devices

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