Page Comparison

To Create a Pool

Navigate to the Sysadmin Menu > Pool Management > Pools

From here, you will see a list of existing Pools

To create a new Pool, click on the Create New Pool on the top right of the page

Complete the fields:

• Pool name (required)

• Description (optional)

• Date effective from/to (optional) - note to use yesterdays start date if you wish the pool to be available immediately

• Define “Business Hours” for this pool (recommended)

• Key Pickup/return instructions (recommended)

• Cost Centre code (optional)

• Sort Available Assets by: (recommended)

  • Manual ('Display Sequence' field in Asset Register 1 = use first)

  • Environmental friendliness ('green' rating)

  • Lowest utilisation (as calculated nightly)

  • Lowest lease/replacement score (as calculated nightly) - Lease Snapshot Report

  • Lowest Mileage (as calculated nightly)

• Which group(s) can make bookings (recommended)

• Auto reallocate bookings? (recommended)

Manage Pools

To Assign Pool Managers

Assigning Pool Administrators Using the Pool Management Suite

To Edit a Pool

Locate the Pool to edit on the list

Click on Edit on the right hand side

Edit the details and save

To Delete a Pool

Unassign all assets from the Pool - Assigning Assets to Pools

Check the Bookable Asset Count is '0'

Click on DELETE on the right hand side

To Sort Assets in a Pool

Go to Pools

Find the Pool and Click Edit on the right-most part of the page

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Choose the sorting you want. Then click save.

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If you want to Manually sort the assets, you need to specify the Display Sequence of each asset in the Pool under Asset Register > Bookings tab

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