Assigning Assets to Pools

Owned by Katie Davison (Unlicensed)
Last updated: 09 Aug, 2024 by Sarah Masefield
3 min read

Assigning assets to a Pool allows you to filter based on the Pool.

Please Note:
Only System Administrators are able to create and manage pools.
You must already have a Pool set up to be able to assign vehicles.

How To Assign an Asset to a Pool

  1. From the SysAdmin Main Menu under Pool Management, click into the Asset Register

     

  2. Filter based on ‘Unassigned’ to view all assets which have not yet been assigned to a Pool. Find the vehicle you want to assign and click ‘Assign’

     

  3. Select the Pool you want to assign the vehicle to.

    1. If you require the vehicle to be bookable from ‘today’ then you will need to put the Date from to be yesterday’s date.

    2. If the asset is to be added to the Pool for a specific time period you can use the date field to add it to the Pool between certain dates. For example, if you have a new vehicle which is not being delivered for a few weeks, you can add it to the Pool from the delivery date. This means the asset won’t be visible until then. Likewise if the vehicle is to be sold soon you can add it to a Pool until a certain date. Once the date passes the vehicle will no longer be visible.

       

       

How To Unassign an Asset from a Pool

  1. In the Asset Register. Select the Pool the asset is currently assigned to, locate the asset you are wanting to move, and click ‘Unassign’.

  2. If you want the asset to be unavailable in the old Pool immediately (i.e. no longer show up in the calendar for today), you will need to select yesterday’s date from the date picker.

How to move an Asset from one Pool to another

How to move an Asset from one Pool to another

  1. You will firstly need to unassign the asset from the existing Pool in Asset Register. Select the Pool the asset is currently assigned to, locate the asset you are wanting to move, and click ‘Unassign’. If you want the asset to be unavailable in the old Pool immediately (i.e. no longer show up in the calendar for today), you will need to select yesterday’s date from the date picker.

2. Filter the Asset Register on ‘Unassigned' to find the asset again. Click 'Assign’ to add it into the new Pool

a. If you require the vehicle to be bookable from ‘today’ then you will need to put the Date from to be yesterday’s date.

 

 

 

If you are unable to find an answer to your question in here please log a support request via the Smartrak Service Desk