In it’s default state, PoolCar allows users to make vehicle bookings directly in a self-serve manner. Your organisation may prefer to have all bookings, or some vehicles, require approval before they are confirmed.
To set up approval triggers:
Click SysAdmin to go to the system administration page
Click Approval Triggers (under the Security & Permissions heading)
Click the button 'Add New Trigger'
For the trigger details:
Enter the Rego of the vehicle, or type * to select every vehicle.
Note - Campus Admins can only select a rego from a list of regos that they are an administrator for.
Enter a specific username that this rule applies to, or type * to select every user.
Select the booking field to evaluate
Select the condition operator
Enter or select the value that would trigger an approval
Select an option for who the approval requests should be emailed to.
(optional) Enter a comment to jog your memory why this rule is in place.
(optional) Select a date range that this rule is active.
Click 'Save Trigger'
You can also edit triggers by clicking the 'edit' link.
Once enabled, the steps that occur when a user makes a booking are as below
Users make bookings against the vehicles they require, for their desired dates/times
If the booking meets the approval trigger criteria, the booking becomes a "provisional booking"
For the provisional booking, an email is automatically sent to the nominated user/admin as per the approval trigger rule
The user/admin reviews the booking details in the email message and clicks either 'approve' or 'decline'
If you are unable to find an answer to your question in here please log a support request via the Smartrak Service Desk