1. Logistics Tracking System
  2. Process
  3. Plan and review a load
Process · Plan and review a load

Plan and review a load

Prepare a route, check an eligible assignment and approve the current load scope.

Step by step

  1. Register load Dispatcher

    Dispatcher enters the operating organization, owner, partner, freight amount and promised delivery time. The load begins Draft. The owner checks that the subject and load number identify the physical move.

    • Creates Draft scope and its delivery promise
    • Updates Loads, Organizations, Team members, Transport partners
  2. Sequence stops Dispatcher

    Dispatcher places each destination in order with an address and window. The team checks the route against the original delivery promise and the current load revision.

    • Orders destination windows for the route
    • Updates Load stops, Loads
  3. Check assignment Dispatcher

    Fleet Coordinator checks driver eligibility through the trip, vehicle equipment class and readiness. Dispatcher checks that the planned interval does not overlap another commitment before confirming the assignment.

    • Holds or confirms a feasible driver and vehicle interval
    • Updates Load assignments, Drivers, Vehicles, Vehicle defects
  4. Review route Dispatcher

    Dispatcher checks the current load revision, ordered stops and feasible assignment, then approves the route and marks the load Planned. An Operations Reviewer may record an independent decision on that revision; a changed route requires a fresh planning check.

    • Dispatcher approves the checked route and plans the load; independent review may be recorded separately
    • Updates Loads, Load stops, Load assignments, Review decisions
    ApprovalA person approves before the work moves on.
Dispatcher
Prepares the load and assignment; Fleet Coordinator owns readiness facts; Operations Reviewer may record an independent revision decision; Load Owner owns scope; Admin maintains access.

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Start free, then use Proto to change fields, steps and approvals before your team goes live.

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