Vehicle Register - Adding, Archiving & Replacing Vehicles

The Vehicle Register is the original register for all vehicles and assets within PoolCar.

It is used by customers with Pool Management and Campus Administration (our legacy PoolCar platform).

It is found under Registers on the SysAdmin Menu (identified in the screen shot below) and is only available to SysAdmins.

The Vehicle Register can be filtered on Rego, Campus, Exclusivity (Usage) & Status.

The are 11 required fields in the Vehicle Register that will need to be completed before the page can be saved, these are outlined in the process below.

Please note that if you have Pool Management, it is best to edit the record, once created, in the Asset Register where you can save fields individually - please see Asset Register - Adding, Archiving or Replacing Vehicles

 

Adding a new vehicle

 

  1. Log in as a Sysadmin, and navigate to ‘Vehicle Register'

  2. Click the ‘Add Bookable Asset’ button near the top right-hand corner of the screen

    1. Note - We use the term ‘Asset’ instead of vehicle as many customers use our system to book things that are not necessarily cars (i.e. bikes, parking permits, boats, etc.)

  3. Enter the vehicle/asset details into the fields on the blank form, scroll down and click ‘Save’ once you have all the information entered

    1. Mandatory fields are as follows:

      1. Rego

      2. Usage Scope

      3. Vehicle Make

      4. Vehicle Model

      5. Year of Manufacture

      6. Vehicle/Body Type

      7. Licence Type to Operate

      8. Primary Contact - Name

      9. Primary Contact - Phone

      10. Primary Contact - Email

      11. Licence Type

    2. Recommended fields are:

      1. Colour

      2. Fuel Type

      3. Cost Centre (setting dependent)

      4. Servicing details (if applicable)

      5. Current Odo Reading & Date

      6. Cannot Be Booked Before Date

      7. Cannot Be Booked After Date

      8. Owned or Leased

      9. Seats (for Share a Ride/Passengers)

      10. Display Sequence

      11. Probationary Drivers Can Operate?

Please note that in any of the free-type fields e.g. Comments, Instructions to User, you cannot enter any special characters (comma, apostrophe, inverted commas etc.)

  • Note - You can add a date when this vehicle will be available for bookings from in the field ‘Cannot be booked before’ - This is helpful if the vehicle has not yet been delivered.

 

Adding a new non-vehicle asset

 

  1. You may need to create a new Asset Type

 

Deleting a vehicle

 

  1. It is important to note that we almost never actually delete anything, but merely hide it from view.

  2. For vehicles, we remove them by Archiving. From the vehicle register, click ‘Archive’ on the right-hand side

  3. If you accidentally archive the wrong one, you can change the filter bar to show Archived vehicles

  4. From this screen, you can ‘Un-archive’

 

Replacing a vehicle

 

  1. Go to the Vehicle Register and select ‘Edit’ on the vehicle which is being disposed

  2. Find the field ‘Cannot be booked after’ and enter the date which you will no longer be accepting bookings for this vehicle

  3. Click ‘Save’

  4. When the day comes to remove the vehicle completely, delete by Archiving as mentioned above.

 

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

 

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