Transport Planning

The Dispatcher starts with a transport number and a summary that the operating team can recognize. The record identifies the receiving facility, owning organization and responsible team member. A promised delivery date provides the reference for later comparison with the actual receiving-facility outcome.

Stops describe the pickup and transfer sequence. Each stop can hold its address and planned window, followed by actual arrival and departure information as the work progresses. Keeping those details with the transport helps the Dispatcher distinguish a change in destination from a change in the time the team expects to arrive.

• Confirm the destination. The App Administrator maintains receiving-facility codes, contacts and eligibility notes. The Dispatcher checks the intended facility and organization before preparing the transport, especially when similar names appear in different operating areas.
• Prepare the stop sequence. The Dispatcher records each address and window in the intended order. Check the pickup and receiving-facility stops together so a later reader can follow the planned movement without reconstructing it from attachment titles.
• Move the plan into operations. Once the details have been checked, the Dispatcher moves the transport from Draft to Planned. The driver assignment and unit-readiness decision remain related work that must be reviewed before dispatch.

Agree what belongs in the transport summary and how the team identifies the requested unit type. Use the receiving-facility record for destination details that should be maintained centrally. Decide who resolves a disputed contact or address before the Dispatcher uses it in another transport.

Set the operating organization’s time zone and explain how planned windows and actual events are recorded. Also agree how the USD transport charge is maintained and who checks it. A recorded charge provides operational context; invoicing and payment handling should be connected through the customer’s chosen financial process.

Prepare a pilot transfer with a pickup stop and a receiving-facility stop. The Dispatcher selects the correct facility, records the planned windows and sets the promised delivery date. Have another team member read the record and explain the intended sequence before the plan moves forward.

Change the receiving-facility address during the rehearsal. Check which stop information needs an explicit update and confirm the Dispatcher can still explain the current plan. Then move the transport to Planned and open its assignment schedule. The plan should remain identifiable while the crew readiness check and named driver assignment are prepared. A planned status alone should not be used as the unit-release decision.

• Transport Planning Queue — Draft and planned transports with receiving facilities, promised dates and responsible owners.
• My Transports — Transport work assigned to the signed-in team member.
• Transport Status Board — The operating workload grouped by its current transport status.

Continue with transport planning and dispatch, then use completion and evidence to compare the plan with the recorded outcome.