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

 

 

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 -

Navigation Bar

Module 1 - Getting Started -

Booking Calendar overview

Module 1 - Getting Started -

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

Adding and archiving bookable Vehicles/Assets

 

Via Vehicle Register

Via Asset Register

Via Bulk Vehicle Uploader

WA Government FleetCare Robot

Access Groups

Users:

 

Adding Users and Understanding Roles

Non-SSO Adding Users

.

Elevating SSO User to Sysadmin

System Administrator

Multiple pages refer

Pool Manager

Pool Officer

Bookings:

 

Finding available assets

Module 2 - Bookings -

create, edit and delete a booking

book on behalf of another driver

add passengers

share a ride

returning early/late

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 Onboarding Training Session 2: System Configuration

 

Application Settings

Driver licence work around process

Robots

PoolCar Onboarding Training Session 3: System Administration

 

Bookings:

 

Booking search

Who had it? 

Checking in/out

In/out board

Cancelled booking search

Registers

Reports

Webservices/API

Uploaders

System Data

Welcome Page Ts & Cs

Customising email and page templates ahead of going live.

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

Other troubleshooting articles

Customer Self-help PoolCar main page

Service desk - how do I create a request