PoolCar Set-up and Onboarding Training Follow-up Links
- Sarah Masefield
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.
- 1 General PoolCar self-help link - PoolCar Booking
- 2 KeyMaster Installation, Set-up and Configuration - Welcome to KeyMaster
- 3 PoolCar Onboarding Training Session 1: System Overview
- 4 PoolCar Onboarding Training Session 2: System Configuration
- 4.1 Application Settings
- 4.2 Robots
- 5 PoolCar Onboarding Training Session 3: System Administration
- 6 Pre Go Live Check
- 7 Help and support
- 8 Smartrak Academy
General PoolCar self-help link - PoolCar Booking
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 | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/798884320 |
Users: |
|
Adding Users and Understanding Roles | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/2080637158 |
Non-SSO Adding Users | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/690422286 . |
Elevating SSO User to Sysadmin | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/728793160 |
System Administrator | Multiple pages refer |
Pool Manager | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/1926365504 |
Pool Officer | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/1108213765 |
Bookings: |
|
Finding available assets | Module 2 - Bookings - PoolCar General User |
create, edit and delete a booking | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/2454880257 |
book on behalf of another driver | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/2085945398 |
add passengers | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/2087256100 |
share a ride | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/2482864255 |
returning early/late | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/798884075 |
Approval Triggers | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/695533984 |
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 | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/749240621 |
Driver licence work around process | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/1947828267 |
Robots | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/798884809 |
PoolCar Onboarding Training Session 3: System Administration |
|
Bookings: |
|
Booking search | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/2616852537 |
Who had it? | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/2616852537 |
Checking in/out | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/797508040 |
In/out board | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/1266647118 |
Cancelled booking search | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/2165637169 |
Registers | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/749240367 |
Reports | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/742948970 |
Webservices/API | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/2573303809 |
Uploaders | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/749174867 |
System Data | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/749240621 |
Welcome Page Ts & Cs | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/2154954784 |
Customising email and page templates ahead of going live. | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/2827255889 https://smartrak.atlassian.net/wiki/spaces/SCP/pages/1036550359 |
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 | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/616530290 |
Other troubleshooting articles | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/616006308 |
Customer Self-help PoolCar main page | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/574521351 |
Service desk - how do I create a request | https://smartrak.atlassian.net/wiki/spaces/SCP/pages/10551306 |
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 |