Operations Customer File
- Learn how to add, delete and update information about operational customers in FACTS™
- Detail specific pickup and delivery information to use for both reference purposes and service requirements (i.e. if the client requires special equipment and service on specific days of the week)
- Learn what fields can be used to auto-populate a customer’s Pick Request Entry screen to reduce the amount of information that needs to be captured at the time of pickup entry to both reduce errors and data entry
Introduction to Delivery Planning PART I (15 min)
- How to plan a multi-stop freight operation – plan balance routes prior to loading your trailers
- Learn how to pinpoint the location of every stop — even for first-time customers
- How to assign stops to drivers, taking into consideration such factors as the location of the consignee, number of pieces and weight of the shipment, special customer requirements, special handling requirements, and arrival times
Introduction to Delivery Planning PART II (14 min)
- Properly plan and balance routes prior to loading your trailers
- Plan a driver’s workload long before the delivery or pickup has even been scheduled
- Learn about grid-based routing for pickup and delivery route planning based on your service area’s historical and geographic information
Introduction to Delivery Planning PART III – FACTSMaps™ (9.5 Minutes)
- View large amounts of data into color-coded visual representations of your current operation to make it easy to spot trends and make decisions right from the map
- Learn how to plot all stop locations and company assets on a geographic display
- Learn how to build and adjust your delivery operation in real time and optimize your routes for drive time
- View as regional vs an individual stop location
Operations Result Codes (5.5 Minutes)
- Entering codes as a driver while using a mobile device, a dispatcher when the driver calls into dispatch, dock personnel after finding a shipment discrepancy and customer service when updating or PODing a shipment
- How to add result codes to the maintenance file, add codes to both shipments and stops as well as how result codes display different service alerts, control your service reports and what customers see on the web
Terminal View Part I (13.5 Minutes)
- Navigating the Terminal View Board including the LOG and TOM routes
- The manual dispatching and confirming of stops by Dispatchers
- Dispatching stops using Driver Communications (Driver Mobility)
- Acknowledgement and confirmation of stops by drivers
- Assigning stops to different drivers and terminals
- Reviewing detailed PU and delivery information including addresses, billing info, route notes and special requirements
- Accessing POD details and delivery signatures
- Reviewing Ready, Arrive, Depart and Close times
- Printing Strip Manifests
- Accessing historical Dispatch reports
Terminal View Part II (16.5 Minutes)
- Navigating the Terminal View Board including the LOG and TOM routes
- The manual dispatching and confirming of stops by Dispatchers
- Dispatching stops using Driver Communications (Driver Mobility)
- Acknowledgement and confirmation of stops by drivers
- Assigning stops to different drivers and terminals
- Reviewing detailed PU and delivery information including addresses, billing info, route notes and special requirements
- Accessing POD details and delivery signatures
- Reviewing Ready, Arrive, Depart and Close times
- Printing Strip Manifests
- Accessing historical Dispatch reports
Operations Equipment File (5 Minutes)
- Learn how to manage all types of power units and trailers in the fleet
- Track the status and location of each piece of equipment including equipment spotted at customers or at other third party locations
- Manage vehicle maintenance by providing info on when the last maintenance was done and when the next one is scheduled
- Creating preventative maintenance schedules and annual inspections
- Learn how to maintaining this file add, delete, or update equipment to ensure the database is up to date