Appointment Setting

  • Updated on Aug 11, 2025
  • Published on Oct 31, 2024
  • 3 minute(s) read
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Overview

Manage the appointments for Fleet movements with the Fleet Appointment Setting component.

Appointment Setting

Create Appointment Setting views on the Fleet Management Console to view Trip Plans containing Loads that require Appointment actions.

Trip Plans are in the Local Date & Time of the Stop for that location.

From the Fleet Management Console banner select Appointment Setting to view the Appointment view manager.

Adjust header filter fields as necessary based on the logic below.

Choose the appropriate Appointment Status(es) for the selected view.

  • Unmade

  • Requested

  • Confirmed

The Lead Time fields for Appointment Start and End are determined by the current date.

  • A Lead Time of 1 day is the day following the current date.

  • A Lead time of 15 days is 15 days from the day after the current date.

  • Use negative numbers to find missing appointments in the past.

    • -10 searches the past 10 days to find appointments that are not set.

Search for Location(s) in the view header to add them to the list of locations to create appointments.

Search for a Zone to view the locations available within that Zone.

Fleet Appointments

Manage Fleet appointments by location and Trip Plan Leg that require actions.

  • Locations

  • Appointments

  • Contacts/Transportation Profiles

  • Chatter

Locations

Locations are displayed on the left side of the component. To appear in the list, a location must be included in a Trip Plan and have an appointment available.

Select the radio for the location to view the appointment data to the right.

Appointments

The Appointments section is to the right of the Locations sections and contains all appointments for the selected Load location.

Appointments are listed in the view in order of Appointment Date and Time.

Each appointment contains the Status as filtered by the view. The Customer, Load, and location Timezone are displayed for all matching appointments. The Change Count field records the number of times appointment values have changed. View the changes by choosing the History button to display the History modal.

For each appointment enter the Appointment Date, Start, and End times. If necessary, search and select a Dock location.

Requested By and Confirmed By fields are User record lookup fields that are automatically completed when a user completes an action.

The Appointments section buttons perform the following actions for each appointment.

  • The Requested button enters the User record completing the action. The Appointment Status updates to Requested.

  • The Confirmed button enters the User record that completes the appointment. The Appointment Status updates to Confirmed.

    • When Confirmed, the icon is orange.

  • The History button opens a modal containing old and new field values with the user record and date/time the value changed.  

    • Click the Close button to return to the Fleet Appointment List LWC.

  • The Trip Plan button opens the Fleet Trip Planner LWC.

    • View the Trip Plan requiring appointments.

    • In order to display in a view, Trip Plans must be saved and contain a Due Out Date.

When creating a Trip Plan Leg, populate the Trip Plan Leg Asset with the Seal Number from the Load. Once the Trip Plan is created, appointment updates populate from the Trip Plan Legs to Load stops only.

  • The Chatter button selects the Load record requiring the appointment.

    • When selected, the icon is blue.

    • The Chatter Feed displays the Load record on the appointment.

    • Add the note in the feed and click Share.

Click Save to keep the appointment additions and changes. Click Save and Refresh to view additions and continue viewing the current location appointments.

Contacts/Transportation Profile

The Contacts and Transportation Profile section is located to the right of the Appointments section. The Account Contacts and Transportation Profile displayed are for the selected Load Locations section.

The Contact information for the location is provided. Contact name, Transportation Role, Email Addresses, and Phone Numbers are provided when present on the Contact record. Transportation Profile fields regarding Appointment times and other Fleet-related settings. Set these values on the Transportation Profile. See the Customer Operations section for more information.

Loads that require an inbound or outbound appointment are grouped together to set all appointments within the Lead Time window.

Chatter

The Fleet Chatter Lightning Web Component is located on the right side of the Fleet Appointment List LWC. Use the Fleet Chatter LWC to adds posts to the Load when an Appointment is set.

Choose the Chatter button on a specific location to confirm that Chatter is located on that location. The selected Load is displayed in the Chatter Feed banner.

When the Chatter note is complete, click Share.

Locations must be defined records. A location that is not defined displays as “Load - undefined.” Create Account locations as necessary.