Magellan
TMS Workflow Checklist
A TMS is only useful when the workflow around it is clear. This checklist reviews how load status, documents, exceptions, safety issues, billing, and leadership reporting move through the company.
A TMS is only useful when the workflow around it is clear. This checklist reviews how load status, documents, exceptions, safety issues, billing, and leadership reporting move through the company.
What to review first
- Current process.
- Missing records.
- Ownership.
- Due dates.
- Management review rhythm.
How to use this resource
- Review.
- Assign.
- Track.
- Maintain.