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.
- 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
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: |
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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: |
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Booking form Custom Fields |
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Calendar Headers |
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Advanced Search options |
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ETags |
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Booking Colours |
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Pool Management: |
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Creating a Pool |
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Assigning/unassigning assets to/from pools |
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Assigning Pool Administrators |
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Adding and archiving bookable Vehicles/Assets |
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Via Vehicle Register |
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Via Asset Register |
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Via Bulk Vehicle Uploader |
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WA Government FleetCare Robot |
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Access Groups |
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Users: |
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Adding Users and Understanding Roles |
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Non-SSO Adding Users | . |
Elevating SSO User to Sysadmin |
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System Administrator | Multiple pages refer |
Pool Manager |
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Pool Officer |
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Bookings: |
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Finding available assets | Module 2 - Bookings - |
create, edit and delete a booking |
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book on behalf of another driver |
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add passengers |
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share a ride |
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returning early/late |
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Approval Triggers |
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User Assistance: |
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My Details, My Settings, Update Drivers Licence, Change Password, User Guide, Support/Help, Switch to Mobile site. | Module 1 - Getting Started - |
PoolCar Onboarding Training Session 2: System Configuration |
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Application Settings |
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Driver licence work around process |
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Robots |
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PoolCar Onboarding Training Session 3: System Administration |
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Bookings: |
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Booking search |
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Who had it? |
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Checking in/out |
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In/out board |
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Cancelled booking search |
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Registers |
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Reports |
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Webservices/API |
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Uploaders |
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System Data |
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Welcome Page Ts & Cs |
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Customising email and page templates ahead of going live. |
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Pre Go Live Check |
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Things to do before going live with PoolCar | |
Help and support |
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Basic Troubleshooting - Driver cannot see specific asset in booking calendar |
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Other troubleshooting articles |
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Customer Self-help PoolCar main page |
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Service desk - how do I create a request |
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