Course Content
Phase II – Step 1: Data Extraction System (exact clicks, filters, exports, structure)
Pulling all operational data out of Xcelerator Cleaning it outside the system Re-importing or standardizing inside the system Locking it down so it stays clean
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ROLO Dispatch Operations Training – XCELERATOR

ROLO Operations System

Lesson 4: Dispatch Daily Workflow & Route Sequencing

This lesson defines exactly how ROLO dispatchers operate daily. The goal is control, speed, and visibility — not reacting to problems, but preventing them.

ROLO Rule

Dispatch controls the day. If dispatch is organized early, the operation runs smooth. If not, the entire day becomes reactive.

Step 1: Start-of-Day Dispatch Control

Where: Review Orders + Dispatch Screen

What to do (every morning)

  1. Open saved profile: Unassigned Orders
  2. Open saved profile: At Risk Deliveries
  3. Review all new orders for the day
  4. Confirm:
    • Correct service type
    • Correct vehicle type
    • Pickup & delivery times make sense
  5. Assign every order OR flag issue immediately

Why this matters

If orders sit unassigned, dispatch loses control. Every order should have a plan early in the day.

Non-Negotiable: No order should sit unassigned without a known plan.

Step 2: Build Routes (Before Dispatching Individually)

Where: Distribution → Route Builder

What to do

  1. Select Data Source:
    • Open Orders (for same-day work)
    • Scheduled Runs (for recurring routes)
  2. Select Delivery Center
  3. Filter by:
    • Service type
    • Vehicle type
    • Geographic area
  4. Load orders
  5. Group orders by:
    • Geographic area
    • Service type
  6. Create routes BEFORE assigning drivers

Why this matters

Dispatching one order at a time creates inefficiency. Routing groups work together and reduces miles, time, and cost.

ROLO Standard: Always build routes first. Do not dispatch one-off orders unless truly urgent.

Step 3: Sequence Routes

Where: Route Builder → Sequence Routes

What to do

  1. Select the built route
  2. Click Sequence Routes
  3. Let system optimize stop order
  4. Review sequence for:
    • Time windows
    • Service priorities
  5. Fix any exceptions manually
  6. Apply final sequence

Why this matters

Sequencing ensures drivers follow the most efficient stop order. Without sequencing, drivers waste time and miles.

Result: Faster routes, fewer delays, better on-time performance.

Step 4: Dispatch Routes to Drivers

Where: Dispatch Screen

What to do

  1. Assign full route to driver (not individual stops)
  2. Use drag-and-drop OR assign via driver selection
  3. Confirm driver:
    • Is active
    • Has correct vehicle type
    • Is in correct geographic area
  4. Confirm route appears in driver board

Why this matters

Dispatching routes instead of single orders creates structure and reduces dispatcher workload throughout the day.

Step 5: Monitor Drivers on Dispatch Map

Where: Dispatch Map

What to watch

  • Driver location
  • Route progress
  • Last POD time
  • Idle drivers
  • Overloaded drivers

What to do

  1. Rebalance work if a driver is overloaded
  2. Move orders if another driver is closer
  3. Call drivers if status is unclear
  4. Fix problems BEFORE they become late deliveries

Why this matters

Dispatch map gives real-time control. This is where ROLO prevents failures, not reacts to them.

Non-Negotiable: Dispatch must monitor the map continuously during active hours.

Step 6: Midday Control Check

What to do (every 1–2 hours)

  1. Check At Risk Deliveries
  2. Check late pickups
  3. Check driver delays
  4. Reassign work if needed
  5. Notify customers BEFORE issues occur

Why this matters

Midday control prevents service failures and protects customer trust.

Step 7: End-of-Day Closeout

Where: Review Orders

What to do

  1. Open profile: Missing POD
  2. Contact drivers for missing deliveries
  3. Confirm all deliveries are completed
  4. Review flagged orders
  5. Ensure orders are ready for billing (no issues)

Why this matters

No POD = no invoice. End-of-day cleanup ensures ROLO gets paid and avoids billing delays.

Lesson 4 Completion Standard

Dispatch is considered optimized when routes are built first, sequenced correctly, drivers are monitored in real-time, and no orders are left unassigned or without POD at end of day.