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PoolCar Onboarding Training Session 1: System Overview | Customer Self-help links | ||||
Getting Started: | |||||
Welcome Page | Module 1 - Getting Started - PoolCar General User | ||||
Navigation Bar | Module 1 - Getting Started - PoolCar General User | ||||
Booking Calendar overview | Module 1 - Getting Started - PoolCar General User | ||||
Customising the calendar/booking form: | |||||
Booking form Custom Fields | |||||
Calendar Headers | |||||
Advanced Search options | |||||
ETags | |||||
Booking Colours | |||||
Pool Management: | |||||
Creating a Pool | |||||
Assigning/unassigning assets to/from pools | |||||
Assigning Pool Administrators | Assigning Pool Administrators Using the Pool Management Suite | ||||
Adding and archiving bookable Vehicles/Assets | |||||
Via Vehicle Register | |||||
Via Asset Register | |||||
Via Bulk Vehicle Uploader | |||||
WA Government FleetCare Robot | |||||
Access Groups | |||||
Users: | |||||
Adding Users and Understanding Roles | |||||
Non-SSO Adding Users | Adding new users to PoolCar - Non Single Sign On (SSO) Users. . | ||||
Elevating SSO User to Sysadmin | Elevating User to System Admin role & Removing Sysadmin role access - Single Sign On (SSO) Users | ||||
System Administrator | Multiple pages refer | ||||
Pool Manager | |||||
Pool Officer | |||||
Bookings: | |||||
Finding available assets | Module 2 - Bookings - PoolCar General User | ||||
create, edit and delete a booking | |||||
book on behalf of another driver | Creating and Cancelling Bookings in PoolCar - who can do it? | ||||
add passengers | |||||
share a ride | |||||
returning early/late | |||||
Approval Triggers | |||||
User Assistance: | |||||
My Details, My Settings, Update Drivers Licence, Change Password, User Guide, Support/Help, Switch to Mobile site. | Module 1 - Getting Started - PoolCar General User | ||||
PoolCar Onboarding Training Session 2: System Configuration | |||||
Application Settings | |||||
Driver licence work around process | |||||
Robots | |||||
PoolCar Onboarding Training Session 3: System Administration | |||||
Bookings: | |||||
Booking search | |||||
Who had it? | |||||
Checking in/out | |||||
In/out board | |||||
Cancelled booking search | |||||
Registers | |||||
Reports | |||||
Webservices/API | |||||
Uploaders | |||||
System Data | |||||
Welcome Page Ts & Cs | |||||
Customising email and page templates ahead of going live. | |||||
Pre Go Live Check | |||||
Things to do before going live with PoolCar |
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Help and support | |||||
Basic Troubleshooting - Driver cannot see specific asset in booking calendar | |||||
Other troubleshooting articles | |||||
Customer Self-help PoolCar main page | |||||
Service desk - how do I create a request | |||||
Smartrak Academy | *For access, please raise a ticket in the Smartrak service desk https://smartrak.atlassian.net/servicedesk/customer/portal/3 | ||||
The training sessions were recorded and added into the Smartrak Academy, our Learning Management System (LMS). Please see these videos which cover the following:
| Here is a quick user guide on accessing content via the Smartrak Academy: Here is the user guide for Group Leaders in the Smartrk Academy |