Set Approval Triggers for Bookings

To set up approval triggers

1. Click SysAdmin > Main Menu

2. Click Approval Triggers (under the Security & Permissions heading)

3. Click the button 'Add New Trigger'

4. For the trigger details:

   • Enter the Rego of the vehicle, or type * to select every vehicle. 

     • Note - Campus Admins can only select a rego from a list of regos that they are an administrator for.

   • Enter a specific username that this rule applies to, or type * to select every user.

   • Select the booking field to evaluate

   • Select the condition operator

   • Enter or select the value that would trigger an approval

   • Select an option for who the approval requests should be emailed to.

   • (optional) Enter a comment to jog your memory why this rule is in place.

   • (optional) Select a date range that this rule is active.

   • Click 'Save Trigger'

5. You can also edit triggers by clicking the 'edit' link.

Once enabled, the steps that occur when a user makes a booking are as below

1. Users make bookings against the vehicles they require, for their desired dates/times

2. If the booking meets the approval trigger criteria, the booking becomes a "provisional booking"

3. For the provisional booking, an email is automatically sent to the nominated user/admin as per the approval trigger rule

4. The user/admin reviews the booking details in the email message and clicks either 'approve' or 'decline'

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