GLG: Creating Appointment Requests

If no appointments are available in the system when scheduling appointments for controlled and non-controlled shipments or if a different time is required from the appointment times listed, users can create appointment requests. The process is the same for live pickup, live delivery, and drop delivery appointments.

Complete the following steps to create an appointment request:

1. L og in to the ONE system.

2. Click the Create Appointment Request button from any of the following screens: New Live Pickup Appointment, New Live Delivery Appointment, Create Drop Delivery Appointment. In the NEO UI, users can click on the Menus/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
   The Create Appointment Request popup window displays.
   
   

   

   
   
   

3. Fill out the following fields. Fields with an asterisk ( * ) are required.

   Field	Description
   * Shipment	This field auto-populates with a shipment number. Users can add more shipments by completing the following instructions: a. Click on the Add more link.
   Carrier	This field auto-populates with a carrier name.
   Location	This field auto-populates with the location for the pickup/delivery.
   * Appointment Request Date	Use the calendar and clock tools to select the requested appointment date.
   *Reason Code	Select a reason code from the dropdown list.
   * Comments	Enter comments into the text box.
   Created by	This field is auto-populated with the user's name who is creating the request.
   Email	This field is auto-populated with the user's email.
   * Phone Number	Enter a phone number.
   * Notification	Enter an email recipient for notifications.
   Requested Carrier	Use the picker tool to select the requested carrier. This field may not always be available based on values from other fields.

4. Click the Create button.
   A success popup window displays.
   
   

   

   
   
   

5. Click the OK button.