Give yard, dispatch, fleet and review teams clear responsibilities for their work.
| Role | Trailer assets and partners | Yard visits and detention | Load planning and dispatch | Stops and tracking | Delivery evidence | Fleet upkeep | Freight charges and review |
|---|---|---|---|---|---|---|---|
| Admin | Edit | View | Edit | View | View | Edit | View |
| Yard Operator | View | Edit | View | — | Edit | View | Edit |
| Yard Supervisor | View | Approve | View | — | Edit | View | Edit |
| Dispatcher | Edit | View | Edit | Edit | View | View | View |
| Fleet Coordinator | Edit | View | Edit | — | — | Edit | — |
| Evidence Reviewer | View | Edit | View | View | Edit | View | Edit |
| Finance Reviewer | View | Edit | View | — | Edit | — | Approve |
Configures organization records, staff identities and the agreed operating access.
Records the identified trailer's yard visit and gathers arrival and departure evidence.
Starts on: Trailer visit board
Reviews submitted trailer visits and the evidence needed to authorize closure.
Starts on: Trailer visits awaiting approval
Plans loads, coordinates eligible transport resources and maintains stop and tracking information.
Starts on: Stop window schedule
Maintains fleet and driver records and follows defects through repair.
Starts on: Assigned resources
Reconciles delivery evidence and operational outcomes against their source records.
Starts on: Stop window schedule
Reviews load charges and their supporting visit or delivery evidence.
Starts on: Freight charges awaiting approval
Start free, then use Proto to change fields, steps and approvals before your team goes live.