Approve the transport requirement, confirm its resources and record departure.
Transport Planner records the item, requested units, lane, planned departure and delivery promise. Add pickup and delivery stops in sequence, with a receiving contact and window start. Confirm the transport partner before asking the Dispatcher to arrange the trip.
Transport Planner approves the current load requirement and marks the load Planned. Record the decision against the source record and revision. A change to the receiving commitment needs another comparison with the trip being arranged.
Dispatcher reviews the intended driver and vehicle with Fleet Coordinator. Check the driver's eligibility and the vehicle's readiness, then record the assignment start and availability check. Move Held work to Confirmed only when the team has settled the resource question.
Dispatcher checks the linked plant reservation and its reviewed outcome using the separate dock review process. A rejected reservation needs resolution with the plant before the trip proceeds on that basis. The appointment decision leaves the load's transport state unchanged.
Dispatcher records the assignment and load as Dispatched when departure occurs. Record the departure event with its occurrence time, location and source. Continue tracking the moving load and investigate delays against the receiving promise.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.