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

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

Pool Management

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

Adding and archiving bookable Vehicles/Assets

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

Access Groups

Users

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 & Removing Sysadmin role access - Single Sign On (SSO) Users

System Administrator

Multiple pages refer

Pool Manager

PoolCar Pool Manager

Pool Officer

PoolCar Pool Officer

Bookings

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

Approval Triggers

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

Account Settings, System Data & Utilities

Driver licence work around process

Turn off drivers licence details and retain driver records

Robots

Robots

PoolCar Onboarding Training Session 3: System Administration

Bookings

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

Registers

Adding a document to the Document Register & using in the Welcome Page

Uploading Documents to the Document Register

Adding Documents from the Document Register to emails and pages in PoolCar

Security & Permissions - Audit Trail

PoolCar Audit Trail

Reports

PoolCar Reports

Webservices/API

List of PoolCar Web Services / APIs

Uploaders

Uploaders, Email & Page templates

System Data

Account Settings, System Data & Utilities

Welcome Page Ts & Cs

How to edit the Welcome Page T&C's

Customising email and page templates ahead of going live

List of Email & Page Templates

Email & Page Template Placeholders

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

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?

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:

• Logging in

• Available courses

• Group Management

  • Add new user

Here is a quick user guide on accessing content via the Smartrak Academy:

https://youtu.be/gUENlFeWvX0

Here is the user guide for Group Leaders in the Smartrk Academy

https://youtu.be/8ntM62h-FqE