Prepare the destination and stop plan, review unit release and record the intended driver assignment.
The Dispatcher selects the operating organization and receiving facility, assigns the responsible owner and records the promised delivery date. Add the pickup and receiving-facility stops with their intended sequence and windows, then move the checked plan from Draft to Planned.
The Dispatcher checks the driver eligibility record and vehicle condition. The Crew Lead and Fleet Supervisor complete the separate readiness and unit release process for the unit linked to this transport.
The Dispatcher records the named driver, vehicle and start and end dates. Inspect other intervals for both resources and resolve conflicts through the team's allocation procedure before moving the assignment from Held to Confirmed.
When the operating team confirms dispatch, the Dispatcher updates the assignment to Dispatched and the transport from Planned to Dispatched. Review both records when an assignment changes, since each describes a different part of the work.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.