Keep a changed delivery plan visible to dispatch and customer service.
Keep delivery changes connected to the revised plan and customer agreement.
How to build your delivery exception tracking
Describe the job
Keep delivery changes connected to the revised plan and customer agreement.
Review the first version
Choose how the dispatch coordinator records the Consignment and how the delivery operations lead reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
Follow Exception DE-051 through the handoffs.
This fictional delivery exception tracking example shows the ordinary handoff and the decision that remains open.
Delivery exception tracking example
- Record
- Exception DE-051
- Consignment
- CNS-204
Current stage · Dispatch coordinator
Capture the original delivery commitment
A fictional consignment misses its morning unloading appointment.
Read the full walkthrough
Capture the original delivery commitment
A fictional consignment misses its morning unloading appointment.
- Record:
- Exception DE-051
- Consignment:
- CNS-204
Record the delivery exception
Dispatch records that the receiving site could not accept the vehicle.
- Record:
- Exception DE-051
- Original window:
- Tuesday morning
Agree a revised window
Customer service agrees a new window with the receiver and records the contact note.
- Record:
- Exception DE-051
- Exception:
- Receiver unavailable
Verify evidence before closure
The reviewer keeps the case open until delivery evidence has been checked.
- Record:
- Exception DE-051
- Revised window:
- Wednesday afternoon
What to include in your delivery exception tracking
Keep the Consignment in context
Keep Consignment, original window, exception reason, assigned coordinator, revised proposal, customer agreement and completion evidence together so the next person can understand the request or record.
When the next step needs a decision
A sample consignment misses its morning unloading appointment. Dispatch records that the receiving site could not accept the vehicle.
Keep completion evidence visible
Leave the exception open until the revised arrangement and completion are recorded.
Choose what each person needs
Give the dispatch coordinator a working view and the delivery operations lead a review view. Keep Consignment and original window attached to the decision as the work moves between them.
Questions about delivery exception tracking
Start with Consignment, original window, exception reason, assigned coordinator, revised proposal, customer agreement and completion evidence. Describe who enters the information and who reviews the next step.
Try the workflow with your own process in mind.
Start with your workflow and make it yours.
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