Introduction
Introduction | Smartrak |
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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.
Eligible Users
has been working hard to modernise the booking process for PoolCar users. The ‘Trip Planning’ tool is a part of this process and will help users better locate their destinations via a map interface. Trip Planning will deliver an improved user experience and going forward, incorporate various features that will be essential in supporting Smartrak's vision for Sustainable Transportation. We understand that any change can be met with resistance and have focused on delivering a user experience with Trip Planning that is intuitive and easy to adopt. We have also ensured that guides such as this are available to smooth your adoption of a solution that will deliver improvements to your vehicle users and managers |
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Eligible Users | When enabled,[CG1] Trip Planning will be available for all regular users. Sysadmins, Pool Managers, and Pool Officers will |
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have the option of activating Trip Planning |
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for their fleets or continuing with the existing Calendar View when performing bookings. Any elevated user can continue to use the calendar view but will have the option to take advantage of the new Trip Planning experience. |
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Trip Planning Settings (App Settings) |
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Supported Features | At this stage, Trip Planning does not support all the features currently available in the Calendar |
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View. |
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Therefore, some settings |
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may block the |
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activation of Trip Planning. To take advantage of Trip Planning, |
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those unsupported settings need to be disabled. |
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Recurring Bookings |
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Recurring Bookings |
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must be disabled by selecting any of the |
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YES options below |
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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)
. Update settings at: Sysadmin > Application Settings > Booking Form  Share a Ride Each setting in the Share a Ride option must be set to YES to disable the feature. Update settings at: Sysadmin > Application Settings > Passengers  Passenger Manifest Booking form should show passenger manifest table set to NO. Update settings at: Sysadmin > Application Settings > Passengers 
Accreditation Types This feature must set to NO. Update settings at: Sysadmin > Application Settings > Access Rights  Automatic Vehicle Allocation This feature must be set to NO. Update settings at: Sysadmin > Application Settings > Bookings 
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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:-
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When is Trip Planning going o support the remaining Calendar functions | By Q1 2024, our team intends to provide support for a majority of PoolCar calendar functions, though the dates may vary based on business demand. |
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Troubleshooting & Support | If you require support, please raise a ticket in the Smartrak Service Desk - https://smartrak.atlassian.net/servicedesk/customer/portal/3 |
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