PoolCar - Pools - all you need to know

To Create a Pool

Navigate to the Sysadmin Menu > Pool Management > Pools

Open

From here, you will see a list of existing Pools

Open

To create a new Pool, click on the Create New Pool on the top right of the page

Complete the fields:

• Pool name (required)

• Description (optional)

• Date effective from/to (optional) - note to use yesterday's start date if you wish the pool to be available immediately

• Define “Business Hours” for this pool (recommended)

• Key Pickup/return instructions (recommended)

• Cost Centre code (optional)

• Sort Available Assets by: (recommended)

  • Manual ('Display Sequence' field in Asset Register 1 = use first)

  • Environmental friendliness ('green' rating)

  • Lowest utilisation (as calculated nightly)

  • Lowest lease/replacement score (as calculated nightly) - Lease Snapshot Report

  • Lowest Mileage (as calculated nightly)

• Which group(s) can make bookings (recommended)

  • Select either General Pool or assign an access group

• Auto reallocate bookings (recommended)

  • Disable (turn off) or Enable (turn on)

• Ignore body type (recommended)

  • Disable (don’t ignore body type) or Enable (ignore body type)

Manage Pools

To Assign Pool Managers

Assigning Pool Administrators Using the Pool Management Suite

To Edit a Pool

Locate the Pool to edit on the list

Click on Edit on the right hand side

Edit the details and save

To Delete a Pool

Unassign all assets from the Pool - Assigning Assets to Pools

Check the Bookable Asset Count is '0'

Click on DELETE on the right hand side

To Sort Assets in a Pool

Go to Pools

Find the Pool and Click Edit on the right-most part of the page

Choose the sorting you want. Then click save.

If you want to Manually sort the assets, you need to specify the Display Sequence of each asset in the Pool under Asset Register > Bookings tab