Dock Appointment Scheduling: A Door Plan That Survives Outages and Late Carriers
The day's dock plan, the yard coordinator's draft, a door outage, carrier window shifts and a priority load run through one Kylon room. Agents re-walk each door group in SharePoint and book the calendar, and the dock lead approves every change.
Twenty-six trucks, six doors and windows that will not all fit
An inbound dock day starts with a list of loads, each with a carrier window and an unload time, and a set of doors that are not interchangeable. Dry freight goes to the standard doors, refrigerated loads to the reefer doors, and hazmat to the one door set up for it. Each group is scheduled in load id order: a load takes the door that frees up first, starts when both the door and its window allow, and either makes its window or misses it.
The load list is a SharePoint list, the dock calendar is in Google Calendar, the scheduling policy and the yard coordinator's draft are in Google Drive, and maintenance and the yard talk in Slack. When a door fails at 6 AM, the usual fix is to slide the loads that were on it somewhere else, which leaves everything behind them scheduled around a gap that no longer exists.
Who works in the room
People
Dock lead
Owns the day's plan, approves every walk and signs the utilization summary
Yard coordinator
Drafts the schedule, moves trailers to doors and checks arrivals
Transportation coordinator
Talks to carriers about windows and calls the ones whose loads now miss
Agents

RyanDock scheduler
Walks each door group in load id order, proposes a door and start time for every load, and books the calendar after approval

AdaSchedule checker
Checks the yard coordinator's draft and every re-walk against the policy, and reads the final records for close-out
SharePoint
Google Drive
The plan has one owner in this room: Ryan, the default agent, so a door status relayed from maintenance reaches Ryan without a mention. Ada checks Ryan's work and the yard coordinator's draft, and is mentioned when a check is needed. At the end of the day the dock lead opens a close-out thread for Ada whose first message is the brief, and Ada reads the final records rather than taking Ryan's last message as the answer.
The dock day, from first plan to close
The policy's walk is the same every time, and the room guidelines tell both agents to use it. Each step stops for the dock lead.
- Agent works
- Person decides
- Arrives or gets recorded
flowchart TD
walk["<b>Ryan</b> walks each door group in<br>load id order over its own doors"]
approve["<b>Dock lead</b> approves before<br>SharePoint and the calendar change"]
draft["<b>Ada</b> compares the yard coordinator's<br>draft with the plan, line by line"]
outage([A door goes out])
shift([A carrier moves<br>its windows])
activate["<b>Dock lead</b> activates the<br>pending priority load"]
standard["<b>Ryan</b> re-walks the standard<br>group over working doors"]
coldhaz["<b>Ryan</b> re-walks the refrigerated<br>and hazmat groups"]
first["<b>Ryan</b> walks it first<br>in the standard group"]
changes["<b>Dock lead</b> approves, and carriers<br>are called for missed windows"]
back([The door comes back])
final["<b>Ryan</b> re-walks the standard group<br>over all doors, priority first"]
close["<b>Ada</b> reads utilization and missed<br>windows from the final records"]
sign["<b>Dock lead</b> signs the day's summary"]
walk --> approve --> draft
draft --> outage & shift & activate
outage --> standard
shift --> coldhaz
activate --> first
standard & coldhaz & first --> changes
changes --> back --> final --> close --> sign
class walk,draft,standard,coldhaz,first,final,close agent
class approve,activate,changes,sign person
class outage,shift,back event
classDef agent fill:#FFFFFF,stroke:#DCD3C8,color:#1B1712
classDef person fill:#EEF0E3,stroke:#6E7447,color:#1B1712
classDef event fill:#F4ECDD,stroke:#F4ECDD,color:#564C42| Stage | What happens | Who acts | Who decides |
|---|---|---|---|
| Day plan | Standard, refrigerated and hazmat loads are walked as separate groups in load id order, each over its own doors | Ryan, from the SharePoint load list | The dock lead approves before SharePoint and the calendar change |
| Draft review | The yard coordinator's draft is compared with the approved plan line by line, with no changes made | Ada | The yard coordinator corrects the draft |
| Door outage | The standard group is re-walked from scratch over the doors still working | Ryan, checked by Ada | The dock lead approves, and carriers are called for missed windows |
| Carrier window shift | New windows are written, then the refrigerated and hazmat groups are each re-walked | Ryan | The dock lead approves |
| Priority load | The existing pending load is activated and walked first in the standard group | Ryan | The dock lead approves the activation |
| Door return and close-out | The standard group is re-walked over all doors, then per-door utilization and missed windows are read from SharePoint | Ryan, then Ada | The dock lead signs the day's summary |
Why the whole group is walked again
Start times chain. A load's start depends on when its door frees up, which depends on every load before it on that door. So when D-02 goes out, Ryan walks all 14 standard loads again from the first load id over the two remaining doors and proposes every field that changes. A new calendar event goes out only for a load whose door or start time moved, and Ada confirms that the other groups were left alone.
Some changes are smaller than they look. A carrier's email moving every refrigerated and hazmat window 90 minutes later changes those two groups and leaves the standard group as it was. A priority load was already on the list as pending, so it is activated, not created a second time, and walked first. When D-02 comes back after lunch, the standard group is walked again over all three doors, priority load first.
What the checks catch
- A refrigerated or hazmat load placed on a door outside its own group
- A re-walk that starts from the load that moved instead of the first load in the group
- A priority load added as a new item when it already exists as a pending one
- Out-of-scope loads at the end of the list left exactly as they were
- Close-out figures read from the final SharePoint records, not added up from earlier walks
What stays with people
- Approving each plan and re-walk before SharePoint or the calendar changes
- Calling carriers whose loads now miss their window
- Activating a priority load, which only the dock lead does
- Signing the day's utilization summary
Integrations in this workflow
Kylon is not a yard or dock management system and is not meant to replace one. It works on top of the SharePoint list and the calendar the dock already runs, and the room holds the coordination between them. The dock lead approved a lasting grant on both connections for this room, so Ryan can write once a change is approved.
Google Calendar
Google Drive
SharePoint
Slack
- SharePoint holds the load list: windows, unload minutes, door, start time, missed window and slack
- Google Calendar carries one event per load on its door's calendar, and a summary per door at close
- Google Drive keeps the scheduling policy, the yard coordinator's draft and carrier notices
- Slack is where maintenance and the yard post door status and trailer arrivals
Where to start
Shadow one day's inbound schedule in the room next to the current process. Connect the SharePoint load list and the dock calendar, set an automation to open the day's plan at 5 AM, and put one rule in the room guidelines: any change re-walks the affected group from its first load, and the dock lead approves the result before a door or time changes.
“The plan is rebuilt in the same order every time, so the dock lead can see exactly what moved and why.”
Set it up with your agent
Open a new Room, add your agent and paste this prompt. It connects the tools, builds the App with you and asks for your rules one step at a time, and nothing goes out until a person approves it.
Set up our dock appointment scheduling desk in this Room. Take it one step at a time and wait for my OK before you move on. 1. Connect Google Calendar, Google Drive, SharePoint and Slack. Tell me which ones still need connecting. 2. Ask me who works this desk: the dock lead, the yard coordinator and the transportation coordinator. Help me invite them to this Room. 3. Build a Dock Schedule App with Load, Door, Start and Status, one record per load. Fill it from the open loads in the SharePoint load list. 4. Walk each load group in load id order. For each load propose a door and a start time based on when the door frees up and when the carrier window opens. Flag any load whose door type does not match its group and any re-walk that starts from the wrong load. 5. Propose every field that changes to the dock lead before writing anything to SharePoint or Google Calendar. Only the dock lead approves activation of a priority load. Only send a new calendar event for a load whose door or start time actually moved. 6. Write the walk order, our rules and who approves each change into this Room's guideline so every plan and re-walk follows the same policy. 7. After one clean week, offer to turn the daily plan into an Automation. Before you start, ask me for our rules one at a time.
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