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
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