How to manage a plan or request
Transportation Requests
The “transportation requests” section adds various types of transportation that can be shared with administrators, agents, and vendors to process plans or requests and assign adequate mitigation to ensure the traveler’s safety.
Edit Locations to a Plan/Request
Administrators, agents, and vendor agents can edit locations to an existing plan/request.
Click on the “open” button in the “details” field in the transportation plans/request section.
Scroll down to the locations section and click the “add/edit” button next to the location you wish to edit.
Click on the “edit” button.
Make the changes.
Click on the “submit” button.
You can notify vendors by clicking on the “send” button in the “notify vendor” field at the bottom of the form. This is a separate form from the one above for adding additional locations.
Add Comments
Administrators, associates, and internal agents can add comments to a plan/request. Vendors cannot.
Click on the “open” button in the “details” field in the transportation plans/request section.
Click on the “comments” button.
Add your comments (the character limit is 750).
Click submit.
An email alert will be sent to all personnel affiliated with the request/plan, but the comments are only viewable in Predictions.
Cancel a Transportation Plan/Request
Only administrators can cancel a plan/request.
An email notification will be sent to all associated personnel and vendors that the plan/request has been canceled. The plan/request will move to the canceled tab and then be archived within 24 hours for future reference.