Begin with a real customer movement and the operating company responsible for it. Dispatcher prepares the lane and stops; Transport Manager decides whether the current plan can proceed. The reviewed plan becomes the starting point for resource assignment.
Dispatcher creates the Draft load, selects its operating organization and transport partner, and records the requested units. Confirm the meaning of that quantity before comparing the load with other work on the same lane.
Dispatcher records the pickup, delivery and service sequence, with addresses and contacts. Check the planned departure and promised delivery against the customer's request. Attach the relevant bill of lading or other supporting document.
Dispatcher moves the load from Draft to Review once the scope is ready for a decision. Identify the revision being reviewed so a later change can be distinguished from the submitted plan.
Transport Manager reviews the plan and approves it from Review to Approved, or rejects it with a recorded reason. A returned question needs an answer before Dispatcher treats the scope as authorized.
Dispatcher brings changed quantities, locations or timing back to Transport Manager. Retain the earlier decision and explain any correction or cancellation before the dispatch team acts on the revised work.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.