Prepare appointments and eligible resources before a load leaves the yard.
Inventory Clerk prepares the carrier, partner, equipment requirement and promised delivery time on a Scheduled load. Order the stops and confirm the appointment windows with the relevant locations. Keep the original promise available even if the operating arrangement later changes.
Inventory Clerk checks the driver's active state and eligibility date, then the vehicle's readiness and equipment class. Review reported defects and their repair and release evidence. An open Critical defect prevents release; an expired driver record requires resolution before the assignment proceeds.
Inventory Clerk enters the assignment interval and checks competing commitments for the same driver and vehicle. Move a Held assignment to Confirmed only after the interval is feasible. The clerk maintains the assignment; route approval remains a separate decision before dispatch.
Transport Supervisor checks the load plan and approves its route before dispatch. Retain the reviewed plan and supporting approval evidence. The supervisor's review does not transfer responsibility for assignment updates away from Inventory Clerk.
Inventory Clerk confirms actual pickup and advances the assignment from Confirmed to Dispatched when that event occurs. Retain the load's dock and seal context for the next handoff. Subsequent stop arrivals and departures are recorded against their own appointments.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.