TCPT: Dispatching Step by Step

Owned by Troy Montgomery, created
Last updated: Oct 12, 2021
5 min read

Create a Non-Tracking Mission                        

Dispatch Out / In a Non-Tracking Mission      

Create a Mission from a TMR                           

Dispatch Out / In a Tracking Mission         

Instructions

How to Create a Non-Tracking Mission

1.  Click Transportation => Create Non-Tracking Mission

 

2.  Enter in the Mission Header information

 

Note: Everything with a Red Dot is required.

 

3.  Click "Resource Assignment"

 

4.  Click "Loads"

 

5.  Click "Create Load"

 

Note:  Fill in the Truck and Driver Information then click "Create Load". For the driver, it is bad practice to use “other” and type in the driver’s name. If other is used, miles/hours will not be associated any driver profile and will not reflect on your reports.

 

6.  Click "Approve Mission"

 

7.  Click "Approve"

 

8. Mission Approved!

 

 

How to Dispatch Out a Non-Tracking Mission

1.  Click Mission Tracker => Master Log

 

 

2.  Locate the Trip Ticket

 

 

3.  Click "Edit"

 

 

4.  Fill in all the required fields

 

 

5. Locate the Trip Ticket and click "Standard PDF"

 

 

6. Print and Sign the Trip Ticket

 

How to Dispatch In a Non-Tracking Mission

1.  Click Mission Tracker => Master Log

 

 

2.  Locate the Trip Ticket

 

 

3.  Click "Edit"

 

 

4.  Fill in all the required fields and click "Dispatch In."

 

How to Create a Mission Directly from a TMR

1. Click on the TMR in the Inbox

 

2. Click the Paper

 

3.  Review the TMR

 

4.  Click "Options" and "Ackowledge Review"

 

 

5.  Click "Assign to Mission"

 

 

6.  Click "New Mission" from the drop down menu

 

 

7.  Fill in the Mission Header and click "Create & Assign"

 

 

8.  Click "Resource Assignment"

 

 

9.  Click "Loads"

 

 

10.  Select the Truck and the Driver

 

  1. Click "Create Load"

  2. Select the Truck and the Driver. For the driver, it is bad practice to use “other” and type in the driver’s name. If other is used, miles/hours will not be associated any driver profile and will not reflect on your reports.

  3. Click "Create Load"

 

11.  Add the TMR to the mission

 

  1. Click on the "TMR" tab

  2. Click on the Box icon

  3. Enter in the number of items you want to put on the truck

  4. Select the truck from the drop down menu

  5. Click "Add to Load"

Note:  All items must be assigned to a vehicle before going to the next step.

 

12.  Click "Finalize Loads & Submit Mission"

 

 

13.  Enter the Mission Commander and Asst Mission Commander

 

 

14. Mission Approved and ready for Dispatch!

 

How to Dispatch Out a Tracking Mission

1. Click Mission Tracker => Master Log

 

2. Locate the Trip Ticket on the Master Log

 

 

3.  Click "Edit"

 

 

4.  Fill in all the fields with a red dot

 

 

5.  Update the Mission Tracker information

 

 

6.  Print the Trip Ticket

 

 

7.  Click "Standard PDF"

 

 

8.  Open the PDF, Print and Sign

 

 

How to Dispatch In a Tracking Mission

1.  Click Mission Tracker => Master Log

 

 

2.  Locate the Trip Ticket in the Master Log

 

 

3.  Click "Edit"

 

 

4.  Fill in all the field with a red dot

 

 

5.  Update the Mission Tracker Information - Mission Complete!

 

Note:  Set the Status to "Completed" and click the "Complete All Open TMR's along with Mission" box.