Fleet and Dispatch

Transport Manager assigns a vehicle and driver to the trip and records its planned start and end. The customer, origin and destination define the work being planned. Dispatcher checks the requested movement before approving it through the dispatch action, which commits the trip to Scheduled.

The fleet record keeps the vehicle number, type, capacity and capacity unit. Available, Assigned and Maintenance describe its current operating status. People records connect staff and drivers to platform users, with an active setting and role title. These records provide the identity and resource context the team needs before releasing a trip to its schedule.

• Resource choice. Inspect the vehicle’s status and capacity context, then select the driver for the trip. Compare capacity and shipment weight using compatible units before deciding the plan is suitable.
• Scheduled window. Keep planned start and end dates with the trip. Review other assigned work and the expected stop sequence when agreeing the operating window.
• Dispatch decision. Dispatcher approves the Requested trip using the configured dispatch action. The resulting Scheduled state is the handoff into planned execution, and the team checks that result before proceeding.

Agree who maintains vehicle availability when an asset enters maintenance or finishes an assignment. Decide how Transport Manager checks overlapping trip windows and how the team handles a last-minute driver change. Make these operating checks clear before relying on the schedule for the day’s work.

Map each staff or driver identity to the correct platform user. An individual’s job title describes their work, while access comes from the permission role assigned to the user. Agree which authorized people will use a personal trip view and how their driver assignment is resolved. A dispatcher who is not the assigned driver should use the shared planning views for that trip.

Use a Requested trip for a customer lane with a known shipment weight. Transport Manager selects a suitable vehicle, checks its capacity unit and assigns the driver. Record the planned window and ask Dispatcher to explain the decision before approving the trip for scheduling.

Repeat with a vehicle marked Maintenance and with a proposed window that overlaps another assignment. Have the team resolve the resource problem before dispatch. Then change the driver in a controlled rehearsal and confirm that the schedule and personal assignment view show the intended person. Inspect the Scheduled result of the dispatch action rather than assuming that selecting a vehicle completed the approval.

• Trip Schedule — Planned start and end dates with the assigned vehicle and driver.
• Available Vehicles — Fleet candidates with capacity and unit context for planning.
• My Assigned Trips — Trips whose driver identity resolves to the signed-in person’s account.

Use freight intake and dispatch for the approval handoff and trip execution and delivery for progress and evidence.