Follow each trailer visit from arrival to reviewed closure.

1. Register trailer

   Identify the trailer and its operating organization before recording a yard stay.

   Reno to Boise retail replenishmentLDS-62625 · Fleet Coordinator

   Register trailerBy Fleet Coordinator

2. Plan load

   Prepare the load and stop sequence with the delivery promise visible.

   Reno to Boise retail replenishmentLDS-62625 · Dispatcher

   Plan loadBy Dispatcher

3. Record visit

   Capture the yard location, actual visit times and agreed grace period.

   Reno to Boise retail replenishmentLDS-62625 · Yard Operator

   Record visitBy Yard Operator

4. Review visit

   Check the submitted visit and record the decision before closure.

   Reno to Boise retail replenishmentLDS-62625 · Yard Supervisor

   Review visitBy Yard Supervisor
   ApprovalYard Supervisor approves or rejects the submitted visit after checking the trailer, times and grace period.

5. Close visit

   Reconcile the visit duration with its closure receipt and supporting evidence.

   Reno to Boise retail replenishmentLDS-62625 · Yard Supervisor

   Close visitBy Yard Supervisor

6. Verify delivery

   Match the receiving evidence to the delivered load and its completed delivery stop.

   Reno to Boise retail replenishmentLDS-62625 · Evidence Reviewer

   Verify deliveryBy Evidence Reviewer

Start with Trailer arrival to closure

Roles and permissions

1. 01Trailer visits by yard

   Which recorded stays need action from the yard team, and which trailer and load do they concern?

2. 02Detention by trailer and load

   Which completed stays contribute detention, and what arrival, departure and grace period explain the duration?

3. 03Trailer fleet status

   Which active trailers are available, in service or awaiting maintenance attention?

4. 04Stop window performance

   How do recorded arrivals compare with the agreed stop windows?

5. 05Load delivery performance

   Which delivered loads met their delivery promise, and which need investigation?

6. 06Delivery verification exceptions

   Which confirmations remain captured or disputed, and what evidence can the reviewer inspect?

7. 07Fleet defects and service due

   Which assets have open repair work or service dates needing attention?

8. 08Freight charges by load

   What amounts remain at each charge status within the same currency?

All reports and dashboards

See each stage in detail

1. Agree the operating scope

   Choose a yard and a representative dispatch shift. Yard Supervisor defines the visit review, Dispatcher owns load coordination and Finance Reviewer agrees how detention evidence supports charge decisions.

2. Map equipment and open work

   Reconcile trailer unit numbers, plates and operating organizations. Match drivers, trucks and counterparties before linking open loads, their stops and existing assignments. Preserve the visit reference used by the yard team.

3. Configure responsibilities and screens

   Admin sets up the agreed team access. Check the visit approval inbox, current-user load work and stop schedule with the people who will use them. Configure and test the approval and closure actions with the agreed timestamp and grace-period rules. Create each pilot visit after departure with both actual timestamps; keep arrival paperwork for comparison.

4. Exercise the exceptions

   Test a reversed visit interval, a repeated closure request and a driver already committed to another load. Include a delivery signature linked to the wrong stop and cancellation of a load with both completed and unfinished work.

5. Reconcile and release

   Yard Supervisor checks completed visits against receipts. Dispatcher reviews open assignments and stops. Evidence Reviewer resolves disputed delivery evidence, and Finance Reviewer reconciles charge totals by currency. Release the agreed scope after these owners accept the pilot results.

Read the implementation plan