Smartrak
Pool Booking
User Manual
Disclaimer | This document represents the software at the time of release. Smartrak Limited reserves the right to make changes to specifications without notice. |
Copyright | © Copyright 2014 Smartrak Limited. Smartrak is a registered trademark of Smartrak Limited. All rights reserved. |
Document Control
Title & Part Number | Smartrak Pool Booking User Manual |
Document Purpose | This document explains how to use a Pool Booking component of the Smartrak Website. |
Document Audience | This document is written for users of the Smartrak Fleet Management Website. |
Contents
Introduction
Introduction to Pool Booking
Accessing Pool Booking
The Booking Chart
Introduction
Introduction to Pool Booking
The Pool Booking system enables companies to assign a group of vehicles to a pool in order to make them available to be booked by users. The system can be customised to either allow users to choose their own vehicles, or have the system allocate one for them. Reports are available to represent usage costs by a range of parameters and booking exceptions.
Note: For the purposes of this document, 'Plant' is used as a generic term for both vehicles and small plant (such as chainsaws etc.)
Accessing Pool Booking
If you have been granted access to the Pool Booking system, an option will be presented on the main menu when you log in, as shown in the image below. Clicking on this link will take you to the Pool Booking section of the Smartrak mapping site.
Click the Bookings button to access the Pool Booking system.
Bookings
The Booking Chart
The booking chart is used in 2 situations:
- If you have your system set up to allow users to choose their own vehicle then this is the screen on which users will make their bookings.
- If you system is setup to automatically allocate bookings then the booking chart can be used to view bookings
Making a Booking – User Vehicle Choice
If your system is set up to allow users to choose which vehicle they want to book then you can make a booking by dragging on the booking chart from the start time of your booking to the end time on the row that corresponds to the vehicle you want.
Once you release the mouse the following popup will be displayed.
Booking on behalf of someone else
Making a Booking – System Vehicle Choice
If your system is set up to allow the system to choose which vehicle to book then when you select “Make a booking” from the menu, you will be taken to the following screen:
After you click "Search" in the previous screen, you will see either this:
Click "Confirm booking" to create your booking, you will receive an Outlook event by email which will show the booking in your Outlook calendar.
Or, if no available vehicle and/or plant was found, you will see the following:
This enables you to see when vehicles are available and if possible adjust your search criteria and click "Search" again.
Your bookings will appear on the "My Bookings" menu. Click on a booking to see its details and to edit or delete the booking (you can only delete bookings that haven't been checked in).
If you are unable to find an answer to your question in here please log a support request via the Smartrak Support Desk. https://smartrak.atlassian.net/servicedesk/customer/portal/3/create/15