Planning to dispatch

Step by step

1. Create load Dispatcher

   Dispatcher enters the organization, owner, partner, freight amount and promised delivery time. Planning records an operation receipt and marks the new load Planned.

   • Name the promise, owner and planning outcome
   • Updates Loads, Organizations, Team members, Transport partners, Operation receipts

2. Review plan Dispatcher

   Dispatcher orders pickup and delivery visits and checks their appointment windows and feasibility before dispatch.

   • Check visit order and appointment windows
   • Updates Loads, Load stops

3. Confirm assignment Dispatcher

   Dispatcher holds a driver and vehicle for a start and end interval, then checks eligibility, readiness, equipment and other commitments before confirming it.

   • Commit an eligible crew and interval
   • Updates Load assignments, Drivers, Vehicles, Vehicle defects

4. Dispatch load Dispatcher

   Dispatcher moves the planned load to Dispatched and the assignment to Dispatched. The driver receives the specific load, vehicle and visit sequence.

   • Record dispatch state
   • Updates Loads, Load assignments

5. Record movement Driver

   Driver records actual pickup and stop times as the load enters transit. Operations Overview gives Dispatcher a place to review active work.

   • Capture pickup, arrival and departure
   • Updates Loads, Load stops

Dispatcher

Owns the promise, sequence, assignment and release.

Fleet Manager

Owns driver and vehicle readiness.

Driver

Records movement.

Operations Reviewer

Investigates failed dispatch effects.