Planning the Day
Plan the day with clarity—and keep the yard ahead of change. This path shows schedulers how to create and adjust appointments, configure schedule item types and defaults, manage conflicts at work locations, and schedule rail work so trucks, trains, and teams stay synchronized.
-
Chapter 1 — Scheduling
-
Scheduling orders
Create schedule items that reflect real work—capture the right order context, choose the correct work location and item type, and keep the grid accurate for dispatch, receiving, and shipping.
-
Working with appointments
Use appointments as the operational reference point—find the right work fast, confirm context, and understand appointment groups.
-
Rescheduling existing appointments
Move appointments without losing control—reschedule with the right context, avoid conflicts at the work location, and keep the timeline reliable for operators and dispatch.
-
-
Chapter 2 — Schedule Customization
What You'll Learn
Build schedules that reflect real work
Create schedule items with the right order context, work location, and type so the grid stays actionable.
Move appointments without losing control
Reschedule safely, manage conflicts, and keep teams aligned when plans change.
Coordinate truck and rail planning
Schedule train work alongside daily appointments to keep resources and inventory visibility synchronized.
Configure defaults that reduce rework
Set up schedule item types and rules so duration estimates, routing, and visual signals are consistent.