Appointment Information Manager

This page is accessed via Operational Planning > Appointment Management > Appointment Information Manager.

Use the appointment information manager to check on the status of your appointments.

1. Whenever you manually block certain time slots under the location resource in the appointment screen using the Block Resource action, OTM creates the Appointment record with Blocked checked box selected.
2. Specify if the trailer that is scheduled for the appointment is attached to the truck by selecting Live from the Appointment Activity Type field. If the trailer is being dropped off, select Drop.
3. Select a Schedule Method. The schedule methods are determined automatically based on how the appointment was scheduled. You can override the method, or add methods to older appointments that do not have any. The options are as follows:
   • Automatic: The appointment is automatically scheduled via agent action.
   • Manual: The appointment is scheduled via Dock Manager UI by a user.
   • Integration: The appointment is scheduled via integration.

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