/
PoolCar Set-up and Onboarding Training Follow-up Links

PoolCar Set-up and Onboarding Training Follow-up Links

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.

Sysadmin Main Menu Image.jpg
Sysadmin Menu

 

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

Creating Booking Form Custom Fields

Calendar Headers

Customising the Calendar Header Fields

Advanced Search options

https://smartrak.atlassian.net/wiki/spaces/SCP/pages/1505788167

ETags

https://smartrak.atlassian.net/wiki/spaces/SCP/pages/1505788167

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

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

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

https://smartrak.atlassian.net/wiki/spaces/SCP/pages/1489698831

https://smartrak.atlassian.net/wiki/spaces/SCP/pages/1489764409

Security & Permissions - Audit Trail

https://smartrak.atlassian.net/wiki/spaces/SCP/pages/3142975507

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

Testing Scenarios

 

Testing scenarios for Keymaster

https://smartrak.atlassian.net/wiki/spaces/SCP/pages/3143499777

Testing scenarios for SSO

https://smartrak.atlassian.net/wiki/spaces/SCP/pages/3143204878

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:

  • 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

Related content