Use the Planning Brief
The Planning Brief is a pre-trip intelligence page that assembles everything you need to know before departing. It draws on the current trip's data and your history of previous trips to surface relevant preparation guidance.
When to Use It
Open the Planning Brief a day or two before departure to review your preparation status, check for open commitments, and read any relevant lessons from previous trips to the same locations.
What the Planning Brief Shows
Route Summary
If the trip has road travel stops and segments, a row of metrics shows the number of stops, number of drive segments, estimated total distance, and estimated total drive time.
Execution Status
If a playbook has been applied to the trip, the Execution Status section shows:
- The playbook version applied
- Steps completed out of total steps
- Required steps that are not yet complete
- Steps that are currently blocked
Links to the full Execution Dashboard are provided.
Recommendations
Operational recommendations generated from your trip data and history. Each recommendation has a priority (High, Medium, or Low), a type, a title, a detail, and a source. High-priority recommendations appear in red, medium in amber, and low in grey.
Known Risks
Risks identified from your history of previous trips to the same locations — for example, access issues or recurring problems at a specific site.
Preparation Checklist
A checklist of preparation items relevant to the trip's workspace type and your history. Items are prioritized as High, Medium, or Low.
Open Commitments
Action items from your other trips that are not yet closed. These are commitments you made on previous trips that you may need to address before or during this trip.
Contacts
Key contacts associated with this trip, with links to the full contacts list.
Documents to Review
Documents attached to the trip that may need review before departure.
Previous Lessons
Lessons from your knowledge base that are relevant to this trip's locations or route.
Recurring Issues
Issues that have appeared across multiple previous trips, filtered to medium and high severity.
Pending Actions
Open action items from this trip, with status indicators.
Navigation Links
Quick links at the bottom of the brief take you to Execution, Route, Checklist, and Knowledge Center.