1. EV Fleet Management
  2. Process
  3. Load planning and assignment
Process · Load planning and assignment

Load planning and assignment

Review the load commitment and prepare a driver and vehicle assignment for the intended operating period.

Step by step

  1. Prepare the load Fleet Planner

    The Fleet Planner records the lane, requested units, equipment class and promised delivery date. Order the pickup and delivery stops and check their service windows before submitting the current revision.

    • Record Draft scope and delivery commitment
    • Updates All loads, Load stops, Routes, Transport partners
  2. Review the scope Operations Reviewer

    The Operations Reviewer approves or rejects the load revision and records a reason. Draft work enters Review; an eligible decision moves it to Approved or Rejected. Returned or Escalated decisions need follow-up before the team relies on the scope.

    • Decide on the current load revision
    • Updates All loads, Review decisions
    ApprovalA person approves before the work moves on.
  3. Check resources Dispatcher

    The Dispatcher examines driver eligibility, the vehicle's equipment class and readiness, and the intended assignment period. Resolve the measurement basis before comparing requested units with capacity in pounds.

    • Inspect eligibility, readiness and assignment period
    • Updates Drivers, Vehicles, Vehicle defects, Load assignments
  4. Assign the load Dispatcher

    The Dispatcher records the availability-check context and follows eligible Proposed work into Assigned. Keep the load revision and any subsequent changes visible to the people preparing charging and dispatch.

    • Record eligible Proposed to Assigned outcome
    • Updates Load assignments, All loads

Where it usually breaks

And how to keep it from happening.

  • The units are misunderstood. Requested service units and vehicle capacity in pounds need an agreed comparison before assignment.
  • The plan changes after review. Refresh the affected revision and review decision before treating the earlier assignment as suitable.
  • Availability is read without readiness. An equipment status alone cannot resolve a hold or an open defect that needs investigation under your policy.
Fleet Planner
, Dispatcher, Operations Reviewer, Fleet Technician, Admin.

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