Lesson 9: Scheduled Orders Workflow & Tool Filtering

Learn how ROLO manages scheduled orders, filters by Tool, and prepares routes before dispatch.

Scheduled orders require proactive management. Dispatch must organize future work before drivers start moving.

Why This Workflow Matters

Scheduled orders help ROLO plan routes ahead of time, reduce last-minute operational problems, improve driver utilization, and maintain on-time service performance.

Review Orders → Filter by Tool → Build Routes → Assign Drivers → Dispatch Cleanly

Step 1: Open Scheduled Orders

Navigation → Review Orders / Scheduled Orders

This screen displays upcoming scheduled deliveries that must be prepared before dispatch.

Review delivery dates and times
Check service type requirements
Identify route opportunities
Look for geographic grouping

Watch This Example: Scheduled Order Workflow

This walkthrough shows how scheduled orders are reviewed, organized, and prepared for dispatch operations.

Step 2: Filter Orders by Tool

Use the Tool filter to narrow down scheduled orders and organize the correct work before dispatch.

Use the Tool filter before dispatching
Review the scheduled orders shown after filtering
Confirm the correct work is visible
Use filtered results to prepare cleaner routes

Watch This Example: Filtering Scheduled Orders by Tool

This walkthrough shows how dispatch filters scheduled orders using the Tool filter.

Step 3: Organize Deliveries Before Dispatch

Before assigning work to drivers, dispatch should organize scheduled deliveries logically.

Group deliveries geographically
Separate white glove vs standard deliveries
Review stop density and timing
Build efficient route structure
Reduce unnecessary crossover

ROLO Operational Focus:
Dispatch should prioritize:

Dense local routing
Florida corridor efficiency
Reliable ETA performance
Minimal wasted drive time
High stop completion consistency

Step 4: Prepare Drivers Before Dispatch

Scheduled routes should be reviewed before drivers leave the warehouse.

Confirm driver assignment
Verify MobileTek connectivity
Review special delivery requirements
Ensure route logic is clean
Check service timing windows

Step 5: Monitor Scheduled Routes Throughout the Day

Dispatch should actively monitor scheduled work after routes are released.

Watch for delays early
Track delivery progression
Monitor route completion
Support drivers proactively
Communicate customer-impacting issues quickly

Important:
Do not wait until deliveries fail before reviewing route performance. Scheduled operations require proactive dispatch management.

Operational Best Practices

Review scheduled work early in the day
Keep route structures clean
Use the Tool filter consistently
Balance workload fairly between drivers
Communicate delivery issues proactively

Common Mistakes

Waiting until the last minute to organize scheduled work
Not using the Tool filter when reviewing scheduled orders
Overloading routes
Dispatching without reviewing timing windows
Failing to monitor scheduled routes after release

Do It Now: Open scheduled orders, apply the Tool filter, and identify one route that should be reorganized before dispatch.

Success Check

You should now be able to:

Review scheduled orders
Filter scheduled orders by Tool
Prepare deliveries before dispatch
Build geographically logical routes
Assign drivers appropriately
Monitor scheduled operations proactively

Strong scheduled operations create cleaner dispatching, better driver performance, and more reliable customer service.

Continue to Lesson 10 →