Congratulations! You’ve completed your PoolCar Onboarding & set-up training.
The Sysadmin Main Menu is where we spent a lot of time getting to know the system and configuring the settings for PoolCar.
...
KeyMaster Installation, Set-up and Configuration - Welcome to KeyMaster
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 | |
Adding a document to the Document Register & using in the Welcome Page | Uploading Documents to the Document Register Adding Documents from the Document Register to emails and pages in PoolCar |
Security & Permissions - Audit Trail | |
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 |
| ||||
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 |