Build your freight document checklist.

How to build your freight document checklist

1. 1

   Describe the job

   Keep shipment documents, versions and missing items ready for shipping review.

2. 2

   Review the first version

   Choose how the freight coordinator records the shipment and how the shipping reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your freight document checklist

• Keep the shipment in context

  Keep shipment, document type, version, issuer, missing item and review status together so the next person can understand the request or record.

• When the next step needs a decision

  A packing list references a different shipment number from the booking. Hold the document package for correction while keeping the physical shipment status separate.

• Keep review status visible

  Keep the missing document assigned rather than marking the pack complete.

• Choose what each person needs

  Give the freight coordinator a working view and the shipping reviewer a review view. Keep shipment and document type attached to the decision as the work moves between them.