Features on the Daily Schedule

The Daily Schedule page is used to monitor and manage the driver appointments throughout the day.  There are 2 main sections of the Daily Schedule: Trailer Status and Driver Check-ins

1. Trailer Status – This screen provides a view into the status of all appointments that have been scheduled for the day.

   

• Use Trailer Status Filters to limit the view to Appointments with the selected status. The Daily Schedule is color coded to provide a quick visual cue of Appointment status.

  • Light Blue indicates the Appointment is in Scheduled status which means the driver has not yet checked in to the appointment.

  • Orange indicates the Appointment is in Awaiting Dock status meaning the driver has checked in to the appointment, but no Dock Assignment has been made yet.

  • Yellow indicates the Appointment is Dock Assigned status which means the Driver has checked in and has been assigned a dock but has not yet arrived at the dock.

  • Green indicates that the Appointment is In Progress which indicates the trailer is at the dock.

  • Navy Blue indicates the Appointment is In Yard status which means the Trailer has arrived, loaded (or unloaded) and left the dock, but has not yet checked out.

  • Gray indicates the Appointment has Checked Out, which means the Appointment is completed.

2. Driver Check-ins – This screen provides a view into Drivers that are in the process of checking-in, but have not yet finished check-in.  Once the check-in has completed successfully, the session is removed from this view and tracked using the ‘Trailer Status’ screen. 

• Use the Driver Check-ins screen to monitor check-in progress and assist any drivers that are having trouble completing the check-in process.

• Text directly with drivers from this screen to assist if needed.

• The Driver Check-ins screen is color coded to provide a quick visual cue of Check-in status

  • Green indicates the driver is in the process of checking in.

  • Orange indicates the check-in has timed out which happens after 15 minutes of inactivity in the driver chat. Timed Out sessions will be removed from this view after 1 hour.

  • Yellow indicates a check-in that has been Paused. This occurs when a user takes action to end the automated chat workflow to text directly with the driver.
    

Other Daily Schedule functions to explore are the Driver Chat, Adding and Rearranging Columns, search capabilities, Assigning to Dock, and Appointment Actions.