Operational views
Review work, evidence, exceptions and authorised decisions within a defined operating scope.
Logistics & supply chain / APPLICATION BLUEPRINT
Freight Forwarding Customer Consolidation Calendar
Combines planned dispatches from shippers and customs agents, identifies compatible collection windows and records allocation commitments.
12 workspace menus · 12 business workflows · 5 role profiles
Application blueprint only. This is a proposed design, not a deployed or production-tested system. Screens and sample figures are illustrative; workflows, business rules, approvals, permissions and integrations require confirmation before build.
Designed for logistics coordinators and the responsible business owners
Explore an illustrative interface.
Illustrative workspace and record review. Select a concept screen to inspect it in full.
Operational dashboards and work queues.
Dashboard measures
- Active service movements
Count of all records in the selected workspace. - Review queue
Records at the third stage of the business workflow. - Needs attention
Records with an assigned review requirement. - Final-stage records
Records in the fourth business workflow stage.
Business workflow and operating scope
Combines planned dispatches from shippers and customs agents, identifies compatible collection windows and records allocation commitments. Coordinates booking changes, participant acceptance and split deliveries, then reconciles actual movements against the shared calendar and each customer's original instructions.
The end-to-end business journey.
From intake to authorised completion, with evidence at each decision.
Prepare the service requirement
Establish the scope of compatible collection windows, capture the required records and assign the accountable team.
Review documents and capacity
Coordinate allocation commitments, booking changes, with linked evidence and visible outstanding actions.
Coordinate execution and handover
Review the relevant conditions and exceptions. Record the authorised outcome and its supporting evidence.
Resolve exceptions and completion
Confirm the resulting records and handovers. Track remaining obligations, later changes and follow-up actions.
Business workflows
Select a workflow to review the steps, responsibilities, approval and exception handling.
01 · Identify compatible collection windows
Coordinate compatible collection windows within Freight Forwarding Customer Consolidation Calendar.
Trigger
Compatible collection windows requires a new record, an agreed review or a controlled change.
Responsible role
Logistics coordinator
- Register compatible collection windows and its operating scope
- Compare suitable capacity and existing commitments
- Confirm the provider, service window and accepted conditions
- Track fulfilment, cancellation and capacity release
Approval
Service approver records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Demand exceeds suitable capacity or a provider withdraws its commitment.
Outcome
An accepted capacity commitment with service conditions and completion evidence.
02 · Record allocation commitments
Coordinate allocation commitments within Freight Forwarding Customer Consolidation Calendar.
Trigger
Allocation commitments requires a new record, an agreed review or a controlled change.
Responsible role
Transport planner
- Register allocation commitments and its operating scope
- Compare amounts, attribution and accepted conditions
- Route differences to the accountable finance reviewer
- Record authorised adjustments and the accepted position
Approval
Service approver records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Amounts, ownership or allocation evidence do not agree.
Outcome
A reconciled position, approved adjustments and separately owned outstanding items.
03 · Coordinate booking changes
Coordinate booking changes within Freight Forwarding Customer Consolidation Calendar.
Trigger
Booking changes requires a new record, an agreed review or a controlled change.
Responsible role
Logistics coordinator
- Register booking changes and its operating scope
- Compare suitable capacity and existing commitments
- Confirm the provider, service window and accepted conditions
- Track fulfilment, cancellation and capacity release
Approval
Service approver records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Demand exceeds suitable capacity or a provider withdraws its commitment.
Outcome
An accepted capacity commitment with service conditions and completion evidence.
04 · Coordinate participant acceptance
Coordinate participant acceptance within Freight Forwarding Customer Consolidation Calendar.
Trigger
Participant acceptance requires a new record, an agreed review or a controlled change.
Responsible role
Transport planner
- Register participant acceptance and its operating scope
- Collect the linked records and qualified evidence
- Assign the responsible reviewer and record findings
- Accept the outcome or assign corrective follow-up
Approval
Service approver records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.
Outcome
A review finding, its accepted evidence and any accountable corrective actions.
05 · Coordinate split deliveries
Coordinate split deliveries within Freight Forwarding Customer Consolidation Calendar.
Trigger
Split deliveries requires a new record, an agreed review or a controlled change.
Responsible role
Logistics coordinator
- Register split deliveries and its operating scope
- Assign the accountable owner and required actions
- Review the relevant evidence and unresolved conditions
- Confirm the accepted outcome and retain its history
Approval
Service approver records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Required information or responsibility is missing, or an operating condition changes.
Outcome
A completed operating record with its linked evidence and remaining obligations.
06 · Reconcile actual movements
Coordinate actual movements within Freight Forwarding Customer Consolidation Calendar.
Trigger
Actual movements requires a new record, an agreed review or a controlled change.
Responsible role
Transport planner
- Register actual movements and its operating scope
- Compare amounts, attribution and accepted conditions
- Route differences to the accountable finance reviewer
- Record authorised adjustments and the accepted position
Approval
Service approver records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Amounts, ownership or allocation evidence do not agree.
Outcome
A reconciled position, approved adjustments and separately owned outstanding items.
07 · Coordinate customer's original instructions
Coordinate customer's original instructions within Freight Forwarding Customer Consolidation Calendar.
Trigger
Customer's original instructions requires a new record, an agreed review or a controlled change.
Responsible role
Logistics coordinator
- Register customer's original instructions and its operating scope
- Assign the accountable owner and required actions
- Review the relevant evidence and unresolved conditions
- Confirm the accepted outcome and retain its history
Approval
Service approver records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Required information or responsibility is missing, or an operating condition changes.
Outcome
A completed operating record with its linked evidence and remaining obligations.
08 · Register the operating requirement
Coordinate operating requirement within Freight Forwarding Customer Consolidation Calendar.
Trigger
Operating requirement requires a new record, an agreed review or a controlled change.
Responsible role
Logistics coordinator
- Register operating requirement and its operating scope
- Compare options, dependencies and operating constraints
- Review the selected option with its accountable owners
- Accept the plan and track its delivery conditions
Approval
Service approver records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
An assumption changes, prerequisites are missing or stakeholders cannot accept the proposed commitment.
Outcome
An approved operating plan and owned actions for its accepted conditions.
09 · Resolve operating exceptions
Coordinate operating exceptions within Freight Forwarding Customer Consolidation Calendar.
Trigger
Operating exceptions requires a new record, an agreed review or a controlled change.
Responsible role
Logistics coordinator
- Register operating exceptions and its operating scope
- Gather the relevant evidence and review options
- Route the case to the delegated decision owner
- Record the outcome, conditions and follow-up obligations
Approval
Service approver records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
The case exceeds delegation, contains a conflict or has disputed evidence.
Outcome
An authorised decision or escalation with accountable resolution actions.
10 · Verify completion and follow-up
Coordinate completion and follow-up within Freight Forwarding Customer Consolidation Calendar.
Trigger
Completion and follow-up requires a new record, an agreed review or a controlled change.
Responsible role
Transport planner
- Register completion and follow-up and its operating scope
- Collect the linked records and qualified evidence
- Assign the responsible reviewer and record findings
- Accept the outcome or assign corrective follow-up
Approval
Service approver records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.
Outcome
A review finding, its accepted evidence and any accountable corrective actions.
11 · Review controlled operating changes
Coordinate controlled operating changes within Freight Forwarding Customer Consolidation Calendar.
Trigger
Controlled operating changes requires a new record, an agreed review or a controlled change.
Responsible role
Transport planner
- Register controlled operating changes and its operating scope
- Collect the linked records and qualified evidence
- Assign the responsible reviewer and record findings
- Accept the outcome or assign corrective follow-up
Approval
Service approver records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.
Outcome
A review finding, its accepted evidence and any accountable corrective actions.
12 · Prepare scoped operational reports
Coordinate scoped operational reports within Freight Forwarding Customer Consolidation Calendar.
Trigger
Scoped operational reports requires a new record, an agreed review or a controlled change.
Responsible role
Logistics coordinator
- Register scoped operational reports and its operating scope
- Assign the accountable owner and required actions
- Review the relevant evidence and unresolved conditions
- Confirm the accepted outcome and retain its history
Approval
Service approver records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Required information or responsibility is missing, or an operating condition changes.
Outcome
A completed operating record with its linked evidence and remaining obligations.
Governance and control
- Role permissions reflect the agreed responsibilities and restricted record access.
- Required information and evidence are checked before the relevant decision or handover.
- Exceptions have a named owner, recorded reason and an authorised resolution.
- Approved changes retain their previous values, accountable decisions and linked evidence.
- Integration mappings, business rules and acceptance criteria are reviewed with the customer.
Operating rules by business workflow
- For compatible collection windows, capacity is committed only after prerequisites and the responsible provider are confirmed.
- For allocation commitments, adjustments require source evidence, a recorded reason and authorised financial review.
- For booking changes, capacity is committed only after prerequisites and the responsible provider are confirmed.
- For participant acceptance, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
- For split deliveries, the record retains an accountable owner, its supporting evidence and accepted outcome.
- For actual movements, adjustments require source evidence, a recorded reason and authorised financial review.
- For customer's original instructions, the record retains an accountable owner, its supporting evidence and accepted outcome.
- For operating requirement, the accepted plan records assumptions, rejected alternatives, dependencies and conditions.
- For operating exceptions, a decision retains its authority, reason, supporting evidence and resulting obligations.
- For completion and follow-up, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
- For controlled operating changes, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
- For scoped operational reports, the record retains an accountable owner, its supporting evidence and accepted outcome.
Data, interfaces and operating requirements.
Core records
Record fields and linked information
- Record identifier — Stable reference for the operating transaction.
- Site / carrier — Business scope used for responsibility and reporting.
- Operating subject — The request, commitment or work item being handled.
- Accountable owner — Named responsibility for the next action.
- Workflow stage — Current position in the agreed business journey.
- Review requirement — Required review and outstanding decision.
- Due or review date — Agreed action window or review trigger.
- Linked evidence — Source records supporting the operating decision.
- Decision authority — The delegated authority relevant to the accepted outcome.
- Accepted outcome — Recorded decision and its business consequences.
- Follow-up obligation — Remaining responsibilities after an accepted action.
- Revision history — Trace of accepted changes and their evidence.
- Compatible collection windows reference — Link the relevant compatible collection windows to the operating transaction and its decision evidence.
- Allocation commitments reference — Link the relevant allocation commitments to the operating transaction and its decision evidence.
- Booking changes reference — Link the relevant booking changes to the operating transaction and its decision evidence.
- Participant acceptance reference — Link the relevant participant acceptance to the operating transaction and its decision evidence.
- Split deliveries reference — Link the relevant split deliveries to the operating transaction and its decision evidence.
Systems and interfaces
- Warehouse and transport management records
- ERP, carrier or shipment interfaces
- Identity and role-based access services
- Approved document and communication services
Interface scope, data mapping and testing are agreed for each engagement.
Implementation requirements
Confirm the operating boundaries, compatible collection windows, responsible roles, review authority, record retention, interface mappings and acceptance scenarios.
Confirm the operating boundaries, compatible collection windows, responsible roles, review authority, record retention, interface mappings and acceptance scenarios.
Mobile and tablet access
Authorised users can review compatible collection windows, supporting records and assigned actions through mobile and tablet access. The relevant tasks and permissions are agreed for the deployment.
Access approved workflows through the Dalfin mobile app. Device tasks and permissions are confirmed for the deployment.
AI extensions
Core workflows and approval rules are defined with your business owners. Operational AI can be assessed separately against a specific business outcome and review requirements.
AI extensions are scoped around the required data, business outcome and review controls.
Engineered with Genesis.
Structured application engineering
Connect requirements, roles, records, workflows and interfaces through the agreed Genesis engineering process.
Controlled changes
Review dependency impact and validation requirements. Context Memory supports governed changes and accepted application revisions.
Deployment and support
Agree customer cloud or on-premises requirements, device access, implementation acceptance and ongoing engineering support.
Explore the platform
AN EXAMPLE OPERATING SCENARIO
What to validate in a scoped demonstration.
Start with compatible collection windows and follow the record through review documents and capacity. Introduce a missing item or operating exception, record the authorised resolution and inspect the final handover, evidence and history.
What to review
- A saved end-to-end transaction
- An exception and its authorised resolution
- Different operator, approver and reviewer permissions
- Final records, history and the relevant report
Questions before implementation.
What can we review in a tailored demonstration?
Review a representative service movement, its workflow stages, accountable roles, an exception and the resulting operational report. Bring the business process and existing system requirements that matter to your organisation.
How is the solution adapted to our organisation?
The operating scope covers your records, role permissions, review authority, business rules and integration boundaries. These requirements are agreed with the responsible business owners.
How does the solution connect with existing systems?
Connection design defines interfaces, data ownership, mapping, authentication and exception handling. The agreed implementation includes validation against the selected systems and workflows.
How are subsequent changes controlled?
The agreed engineering approach covers review of change impact, bounded implementation, validation and accepted revisions. Discuss the relevant Genesis Context Memory and support requirements during solution scoping.
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