Versions Compared

Old Version 27

changes.mady.by.user Ayman Abdul-Kareem

Saved on

compared with

New Version Current

changes.mady.by.user Ayman Abdul-Kareem

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Table of Contents
stylenone

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.

How to Start Using Trip Planning

  • Sysadmins can enable Trip Planning to use by the users from the "App Settings" page

  • From the “Plan a Trip” tab; sysadmin can go to the settings needed to enable users to use Trip Planning.

Image Removed

  • Trip Planning will not support all the existing features in the Calendar view from day one.

  • For the convenience of our customers, we will list down the features that needs to be changed to start using Trip Planning as you can see from the screenshot below

Image Removed

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

Eligible Users

When enabled Trip Planning will be available for all regular users. Sysadmins, Pool Managers, and Pool Officers will have the option of activating Trip Planning 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.

Trip Planning Settings (App Settings)

  • As a fleet manager, you can turn Trip Planning on or off for users from the Trip Planning tab in Application Setting. (Sysadmin > Application Settings > Trip Planning)

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

Image Added

Supported Features

At this stage, Trip Planning does not support all the features currently available in the Calendar View. Therefore, some settings may block the activation of Trip Planning. To take advantage of Trip Planning, those unsupported settings need to be disabled.

image-20241001-235411.pngImage Added

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

Image Added

Passenger Manifest

Booking form should show passenger manifest table set to NO.

 Update settings at: Sysadmin > Application Settings > Passengers

Image Added

 

Accreditation Types

This feature must set to NO.

Update settings at: Sysadmin > Application Settings > Access Rights

Image Added

Automatic Vehicle Allocation

This feature must be set to NO.

Update settings at: Sysadmin > Application Settings > Bookings

Image Added

 

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

What are the current functions that prevent users from using

  • Synchronised bookings between 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

    • and KeyMaster

    • Synchronised bookings between Trip Planning and Keyless

    When is Trip Planning going

    o

    to support the remaining Calendar functions

    By

    Q1

    Q3 2024, our team intends to provide support for a majority of PoolCar calendar functions, though the dates may vary based on business demand.

    Troubleshooting & Support

    All the existing troubleshooting and support processes for the Calendar view shall be the same as Trip Planning.

     If you require support, please raise a ticket in the Smartrak Service Desk - https://smartrak.atlassian.net/servicedesk/customer/portal/3

    Widget Connector
    overlayyoutube
    _templatecom/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
    width400px
    urlhttps://www.youtube.com/watch?v=xmoSTl-L4vE
    height300px

    ...