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PoolCar Set-up and Onboarding Training Follow-up Links

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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.

The links below are based on the set-up/training sessions that were completed via Teams calls.

Sysadmin Main Menu Image.jpg

Customer Self-help links

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

Booking form Custom Fields

Creating Booking Form Custom Fields

Calendar Headers

Customising the Calendar Header Fields

Advanced Search options

Advanced Search Options

ETags

Advanced Search Options

Booking Colours

How to change booking colours

Creating a Pool

PoolCar - Pools - all you need to know

Assigning/unassigning assets to/from pools

Assigning Assets to Pools

Assigning Pool Administrators

Assigning Pool Administrators Using the Pool Management Suite

Via Vehicle Register

Vehicle Register - Adding, Archiving & Replacing Vehicles

Via Asset Register

Asset Register - Adding, Archiving or Replacing Vehicles

Via Bulk Vehicle Uploader

PoolCar - Importing/uploading a list of existing vehicles

WA Government FleetCare Robot

FleetCare Telematics Integration with PoolCar

Access Groups

Adding Users and Understanding Roles

PoolCar User Levels/Roles - who can do what?

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 - Single Sign On (SSO) Users

System Administrator

Multiple pages refer

Pool Manager

PoolCar Pool Manager

Pool Officer

PoolCar Pool Officer

Finding available assets

Module 2 - Bookings - PoolCar General User

create, edit and delete a booking

How to create a booking in PoolCar

book on behalf of another driver

Creating and Cancelling Bookings in PoolCar - who can do it?

add passengers

Adding a Passenger to a Booking in PoolCar

share a ride

Share a Ride

returning early/late

Late Return Alerts

Approval Triggers

My Details, My Settings, Update Drivers Licence, Change Password, User Guide, Support/Help, Switch to Mobile site.

Module 1 - Getting Started - PoolCar General User

Account Settings, System Data & Utilities

Driver licence work around process

Turn off drivers licence details and retain driver records

Robots

Booking search

Searching Bookings in PoolCar

Who had it? 

Searching Bookings in PoolCar

Checking in/out

Check In/Out

In/out board

In/Out Board

Cancelled booking search

PoolCar Cancelled Booking Search

Registers

PoolCar Reports

List of PoolCar Web Services / APIs

Uploaders, Email & Page templates

Account Settings, System Data & Utilities

Welcome Page Ts & Cs

How to edit the Welcome Page T&C's

Email & Page Template Placeholders

Things to do before going live with PoolCar

Basic Troubleshooting - Driver cannot see specific asset in booking calendar

Driver cannot see a specific asset in the booking calendar

Other troubleshooting articles

Troubleshooting

Customer Self-help PoolCar main page

PoolCar Booking

Service desk - how do I create a request

How do I create a request?

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