journey management plan checklist

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Journey Management and Trip Planning

What is journey management, step 1: is driving necessary.

• Step 2: Can you reduce driving related risk?

How it works

Creating a check-in system, check-in examples, using tripcheck, benefits of journey management, using journey management, travel check-in system.

Driving for work may be one of the most dangerous things your employees do. Journey management can help reduce the risks. It can help eliminate unnecessary driving and manage the risks drivers face when they have to be on the road. Learn how our online TripCheck tool can help you create a trip plan in minutes.

Effective journey management is good for employees who drive for work, their employers, and the planet. It’s smart business. It can help to keep people safe, cut travel costs, and reduce carbon emissions. It’s an easy tool for organizations of any size to use.

Journey management is a 2-part process that aims to prevent crashes and injuries by minimizing exposure to driving-related hazards.

It starts by deciding whether driving is necessary. It explores alternatives that would allow drivers to skip getting behind the wheel. Not driving is always the safest option, since crashes are the leading cause of work-related traumatic death in BC.

Trip planning is the second part of the process. When driving is necessary, it helps drivers prepare for the safest possible journey.

Journey management demonstrates an organization’s commitment to the health and safety of its employees. It can reduce the number of crashes and injuries, and lower driver stress. It’s an important part of a safety culture that helps to attract and retain employees.

Employers are responsible for the health and safety of their employees. When employees drive for work, their vehicle is their workplace — even if they’re driving their personal vehicle (PDF 269KB). Journey management can help make the job of driving safer by eliminating or minimizing exposure to hazards.

Avoiding non-essential driving is an obvious cost savings for any organization. The short-term benefits are less money spent on fuel, maintenance, meals, and accommodations. Reducing driving can also extend vehicle life, allowing you to lengthen the time between vehicle purchases and lower your insurance and maintenance costs.

Avoiding driving helps keep employees and the environment healthier. Reducing vehicle travel shrinks your organization’s carbon footprint. A passenger sedan with 1 occupant, for example, emits an average of 1.9 kg of carbon in a 10-km trip.

Even if the drive is only 20 minutes, the total trip time is much longer. Preparing for the drive, getting to the car, inspecting it, and finding parking all increase the time spent behind the wheel. The less time employees spend driving, the more they have for productive work.

Employers, supervisors, and drivers can all apply journey management principles. The two steps don’t take much time to complete and they serve as an early warning system that helps prevent crashes. Our TripCheck tool makes planning easy.

The first stage of journey management is to avoid needless driving. Start by asking yourself whether the trip has to be made.

Consider these alternative ways to get work done without getting in your vehicle:

• Working from home
• Phone/email
• Online meeting
• Courier or delivery service

If it’s necessary to be there in person, there are plenty of safer ways to get there than driving yourself:

• Public transit
• Taxi and ride-hailing services (PDF 153KB)
• Walking or cycling

Some of these alternatives have their own hazards. Buses and taxis travel on roads too, for example. But the risks are usually lower thanks to the driving skills of professionals and the safety measures taken by their employers.

Step 2: Can you reduce driving-related risk?

Sometimes driving can’t be avoided. When that’s the case, journey management calls for building a trip plan.

Your plan analyzes the trip ahead and anticipates the hazards you can reasonably expect to encounter. You then consider ways to reduce exposure to those hazards, such as taking a safer route and allowing plenty of time to get where you’re going. The plan also makes you think about managing risks you can’t avoid, such as speeders and dangerous intersections.

We recommend employers require drivers to prepare and submit a trip plan for travel of more than 50 km or more than 1 hour. We also suggest a plan be required when the proposed trip carries a high risk, such as on a congested route or during winter weather.

A trip plan should include:

• Name of driver and passengers
• Vehicle information (make, model, color, licence plate, etc.)
• Travel route, listing preferred and potential alternate routes. Check DriveBC for current road and weather conditions
• Destination address and any planned stops along the way
• Identification of potential hazards
• Ways to minimize risk from the hazards
• Contact information for the driver and anyone they will be meeting along the way
• Check-in system

Our TripCheck online tool helps you create a plan in minutes. Use it in combination with effective training, supervision, and inspections to help keep drivers safe.

You can also use our Journey Management Policy Template (Word 56KB) to create your own policy.

A check-in system is a quick process drivers use to let someone in their organization know they’re safe and the trip is going to plan. It’s a best practice for any organization that has employees who drive for work. A check-in system as part of a trip plan can also help employers fulfill their responsibilities when an employee works alone and assistance is not readily available. This could include a driver on a night shift or in a remote location who works on their own. Check-in procedures can help ensure regular contact with the employee.

A check-in system is a key part of trip planning. It helps employers verify their employees are safe.

A check-in system involves scheduled communications between a driver or passengers and a contact person. If a check-in is missed, the contact person tries to reach the driver to make sure everything is OK. If no contact is made, emergency measures may be taken.

A check-in system explains:

A common check-in interval is every 2 hours. Drivers and supervisors should decide on a frequency that reflects the risks associated with the trip. The greater the risks, the more frequent the check-in calls.

A phone call, text, or email are the most common methods. If cell coverage is expected to be poor or non-existent on any part of the route, check-ins will have to take place before or after those areas. In remote areas where cell service is unavailable, drivers may also need other technologies, like satellite phones or 2-way radios, to check in.

Co-workers, office assistants, supervisors, or managers can all be contact persons. They need to know the check-in interval and be available to receive scheduled check-in calls. They also need to know how to activate a response procedure if the driver doesn’t check in on time.

An emergency response needs to be part of every trip plan. What will be done if the employee doesn’t check in or if the organization is gets notified that the driver has been in a crash? Responses can include:

• Trying to contact the driver by phone, text and/or email
• Contacting the destination contact to ask if they know where the driver is
• Alerting a supervisor when the check-in is more than 30 minutes late

There’s no standard check-in procedure. Here are some examples that could be used by your organization.

Chris is transporting a client to hospital. This client has a history of becoming agitated and aggressive. The drive should take about 75 minutes. Chris and her supervisor agree on the following check-in times:

• When she arrives at the client’s house (9:30 a.m.).
• Just before they start the drive (around 9:45 a.m.).
• Every half-hour during the drive (while Chris is pulled over).
• When she and the patient arrive at the hospital (expected ETA: 11 a.m.).

Tan checks in every 2 hours in the summer. In winter, because of risky driving conditions, he checks in every hour. There are a few places where Tan knows the cell coverage is unreliable or non-existent. Tan arranges with his office contact to check in:

• Just before he leaves the reliable cell service area (call by 7 a.m.)
• When he is back in range (expect call by 8:45 a.m.)

Tan and his manager have also agreed to purchase a satellite phone to avoid this gap in the future.

Chandar drives a service truck that’s bulky and difficult to park. To reduce conflicts with busy daytime traffic, Chandar works in the evening. He drives through higher-risk neighbourhoods.

After talking with his manager, they decide he will check in every half hour while he’s in those risky locations.

Use our Check-in Procedures Template (Word 24KB) and ideas from these examples to help create a system.

TripCheck is a step-by-step planning tool to help you reduce the risks associated with driving for work. It takes about 3 minutes to complete and covers the driver, the trip, and the vehicle. Drivers who are prepared with a plan are better equipped to deal with the hazards they will encounter.

The online version allows you to complete a checklist, print your plan, and email it to up to 3 people. You can save the plan on your desktop or laptop computer, or mobile device.

Start TripCheck

You can also use TripCheck offline. We recommend all employees keep a printed copy of the forms in their vehicle, in case they lose online access.

Download and complete the forms below:

• TripCheck offline form (PDF 520KB): This form is very similar to TripCheck online.
• TripCheck offline customizable form (Word 38KB): You can adjust and customize this form to meet your organization’s journey management requirements.

Have drivers submit completed forms to their supervisor.

Journey Management Policy Template

Tripcheck offline form, check-in procedures template, safety tips for using taxis and ride hailing services for work travel, tripcheck offline customizable form, using personal vehicles for work.

What is a Journey Management Plan? A Comprehensive Guide

• Ossian Muscad
• April 3, 2023
• No Comments

Last Updated on April 3, 2023 by Ossian Muscad

Journey management plans are essential for ensuring road journeys’ safety and efficiency. Whether you’re traveling for business or pleasure, journey management planning can help you to plan your journey in a way that minimizes risks and maximizes efficiency. With the right journey management plan template, you can ensure that all potential hazards and inconveniences have been accounted for before heading out on the road. In this guide, we’ll look at journey management plans, how to create them, and why they’re so important.

What is a Journey Management Plan?

A Journey Management Plan (JMP) is a document that outlines the procedures and measures to be taken to manage the risks associated with a journey, especially for employees who travel for work. The primary objective of a Journey Management Plan is to ensure that the journey is completed safely and efficiently while mitigating potential risks that could impact the traveler’s safety, health, and security.

A typical Journey Management Plan includes information on the purpose of the journey, the route, transportation mode, departure and arrival times, rest breaks, communication protocols, contingency plans, emergency procedures, and risk assessments. It also covers the responsibilities of everyone involved in the journey, such as the traveler, driver, supervisor, and support personnel.

Reasons Your Company Needs to Follow Journey Management Plans

There are several reasons why companies should follow Journey Management Plans (JMPs) when their employees travel for work. Here are some of the key reasons:

Employee Safety

The primary reason to follow a JMP is to ensure the safety of employees who travel for work. A JMP can help identify potential risks and hazards associated with travel and outline measures to mitigate them, such as safe driving practices, use of personal protective equipment, and access to emergency response services.

Legal Compliance

Employers are legally obligated to provide a safe work environment for their employees, including ensuring their safety during business travel. By following a JMP, companies can fulfill their duty of care responsibilities and comply with relevant health and safety regulations.

An incident involving an employee traveling for work can significantly impact a company’s reputation. Following a JMP can help demonstrate a company’s commitment to the safety and well-being of its employees, which can enhance its reputation and build trust with customers and stakeholders.

Cost Savings

Incidents during business travel, such as accidents, illness, or security breaches, can result in high costs for a company, including medical expenses, legal fees, and lost productivity. Following a JMP can help reduce the likelihood of such incidents and mitigate their impact, resulting in cost savings for the company.

Productivity

A JMP can help employees plan their trips more efficiently, reducing stress and improving productivity. In addition, by providing employees with clear guidelines and expectations, a JMP can help them stay focused on their work and achieve their business objectives while on the road.

Following a Journey Management Plan can help companies ensure the safety and well-being of their employees, comply with legal obligations, enhance their reputation, save costs, and improve productivity.

What To Include in a Journey Management Plan?

A Journey Management Plan (JMP) is a critical document that outlines procedures and measures to manage the risks associated with a journey, especially for employees who travel for work. Here are some of the essential elements that should be included in a Journey Management Plan:

• Purpose of the journey: Clearly state the trip’s objective, including the destination, purpose, and expected outcomes.
• Route: Identify the route to be taken, including any potential risks or hazards, such as road conditions or security concerns.
• Transportation mode: Specify the mode of transportation, such as a company vehicle or public transportation, and provide guidelines on the safe use of each mode.
• Departure and arrival times: Define the journey’s planned departure and arrival times, and establish guidelines for flexibility in case of unforeseen circumstances.
• Rest breaks: Determine the frequency and duration of rest breaks during the journey, including rest stops for drivers.
• Communication protocols: Establish communication protocols to be followed during the journey, including the frequency and methods of communication between travelers and support personnel.
• Contingency plans: Identify potential risks and hazards that may occur during the journey, such as accidents or medical emergencies, and establish contingency plans to manage them.
• Emergency procedures: Define emergency procedures to be followed in case of an emergency, including medical emergencies, security threats, or accidents.
• Risk assessments: Conduct a risk assessment for the journey, identifying potential risks and hazards and establishing mitigation measures.
• Responsibilities: Clearly define the roles and responsibilities of everyone involved in the journey, including the traveler, driver, supervisor, and support personnel.

By including these key elements in a Journey Management Plan, companies can ensure that they are adequately prepared to manage the risks associated with business travel, protect the safety and well-being of their employees, and comply with relevant health and safety regulations.

Create a Journey Management Plan Using a Low-code Platform

If you want to create a journey management plan quickly and easily, then a low-code app development platform like WaveMaker could be the ideal solution. With WaveMaker, you can rapidly develop journey management applications that enable users to capture journey details, complete risk assessments, generate reports, and more.

DATAMYTE is a quality management platform with low-code capabilities. The DataMyte Digital Clipboard , in particular, is a low-code workflow automation software that features a checklist builder. This tool lets you create a journey management plan using its intuitive drag-and-drop interface.

To create a checklist or form template using DATAMYTE, follow these steps:

• Log in to the DATAMYTE software platform and navigate to the Checklist module.
• Click on “Create Checklist” to create a new form template.
• Define the title of the checklist and the category in which it belongs.
• Use DATAMYTE’s low-code capabilities by adding items to the form template; click “Add Item.” You can define the description of the item, the type of answer required, and any other specifications, such as reference documents, acceptance criteria, or limits.
• Assign appropriate personnel responsible for completing the form template and any required approvals, such as supervisors or quality assurance personnel.
• Save the form template, and it will be available for use.

DATAMYTE also lets you conduct layered process audits, a systematic and regular review of critical process steps, focusing on the areas with the highest risk of failure or non-compliance. By conducting LPA with DATAMYTE, you can effectively identify and correct defects before they become major quality issues.

With DATAMYTE , you have the perfect solution for creating and implementing journey management plans. Book a demo with our team today to learn how DATAMYTE can help you create journey management plans that protect your employees and comply with regulations. 

Now that you know how to create journey management plans, you can ensure the safety and efficiency of your company’s business trips. With a journey management plan template and a low-code platform like DATAMYTE, you can rapidly create journey management applications, and conduct layered process audits to identify and correct defects. Get started today!

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How to Develop a Journey Management Plan

August 23, 2019 • Marianne Matthews • Bookmark +

An effective journey management plan is a holistic look at roadway safety risks and how to manage them.

Screenshot via National Safety Council/YouTube.

Journey management is a planned and systematic process for reducing transportation-related risks in a company’s operations. In short, it is a key element of safety in the workplace—for fleets and other employers. Across all industries, motor vehicle crashes cost employers approximately $9.25 billion a year, according to the National Safety Council.

Moreover, research shows that human error is the definite cause of truck or car accidents 70% of the time, and the probable cause 93% of the time.

Therefore, every journey management plan should take into account that your drivers are your greatest safety feature. In short, a company's drivers are its best defense in protecting the organization from risk and liability.

When developing a journey management plan keep in mind that the key objectives of the plan should be to eliminate unnecessary trips, reduce driving distances, and minimize the risks associated with necessary trips.

A solid journey management plan will focus on four key factors: the roadway, your drivers, the vehicle, and the environment. For example, you need to consider route planning in order to make sure drivers avoid construction or closed roads. You need to consider the behaviors of your drivers; for instance, if they are getting enough sleep before hitting the road. Then there are factors such as vehicle maintenance and weather conditions, which must also be considered when developing your plan.

Benefits of a Journey Management Plan

Commercial fleet management frequently deals with multiple vehicles engaged in long-distance driving—in some cases from one end of the nation to the other. But even relatively short journeys can benefit from thorough planning. A proper fleet logistics management plan should guide drivers through each stage of their journey, with the aim of supporting highway safety and accident prevention policies and procedures.

Your plan should aim to mitigate the following hazards:

• Driver inexperience
• Distracted driving behavior
• Poor road conditions
• Driver fatigue
• Wildlife on the roads
• Adverse weather conditions
• Malfunctioning vehicles
• Unsecured projectiles
• Risky behaviors of other drivers
• Communication failure

For commercial fleets, the benefits of a solid journey management plan are many, according to the National Safety Council. These include:

• Eliminating unnecessary trips to reduce crash risk
• Minimize exposure to traffic hazards
• Reduce wear and tear on fleet vehicles
• Increase fleet and driver efficiency

Elements of an Effective Journey Management Plan

A fleet safety plan should begin by outlining pre-journey inspection procedures. This involves checking to see that the vehicle is in sound operating condition and is up to date on preventative maintenance service. To aid this task, the fleet driver (or inspector) should have a checklist—these days, it’s often in the form of a mobile app—that includes all areas of the vehicle that require inspection. These areas typically include:

• Ignition system
• Fuel system
• Electrical system
• Exhaust system
• Vehicle frame

This can seem needlessly time-consuming, but ensuring that these inspections are completed, and correctly recorded, can go a long way toward bolstering fleet safety and reducing company or driver liability in the event of an accident.

There should also be a procedure where the inspector can take pictures of problem areas and transmit them to the appropriate company authority.

The journey itself should be mapped out so drivers can take the most efficient route to their destination in order to minimize fleet mileage and promote auto safety . This should include usable alternate routes in case of road blockage, inclement weather, or similar hazards. That’s why it’s important to customize each plan for every specific trip, as conditions may have changed since the last time a journey was made down a particular network of roads.

The route should allow the driver to avoid low-clearance obstacles, such as bridges, that can prevent the vehicle from safely passing through. The driver should know the exact dimensions of the vehicle so they can readily comply with posted clearance requirements.

The plan should also be created with the aim of preventing “road fatigue” from becoming a factor in a long-distance driving trip. Driving while sleepy reduces reaction times and makes collision avoidance far more difficult; this is why so many road accidents can be traced to driver fatigue. To ensure optimal highway safety, journey plans should permit the fleet driver to be on the roads only when they are most likely to be sufficiently alert, and adequate rest breaks should be included in the itinerary.

The plan must also provide guidance to the driver in the event of an accident, vehicle failure, or other emergency situation. Trucking tips for the driver should include what to do and whom at the company they should call.

It’s important to understand that a journey management plan is not just a formality. It provides a number of vital benefits that support effective commercial fleet management: promoting sound fleet logistics, enhancing fuel efficiency of vehicles, reinforcing accident prevention practices, reducing risks associated with road fatigue, and ensuring that routine maintenance tasks are followed on schedule.

Related Video: Journey Management Explained

Marianne Matthews

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Marianne Matthews contributes safety news and articles for the Fleet Safety newsletter. She is an experienced trade editor.

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• Journey Management

Traveling Management Plan

Ensure the safety and efficiency of road journeys through the help of one versatile cell app

Journey Management Plan Preview

Start using template

• Customize and create
• Use instantly
• Automatically generate reports away checklists

Employees and drivers can make this ride management plan in outline the details or safety measures person in a company-sanctioned get. With this get management blueprint template, employees and drivers can: Journey Management Plan Mold - Fill Online, Printable, Fillable, Blank | pdfFiller

• verify if the trip is necessary real if a can be combination with another trip to maximize efficiency;
• view leaving date and time, vehicle ID, driver designate, and verify validity of the driver's license, and;
• include details of overall trip risks additionally associated mitigation measure.
• Sample Preview Sample PDF Report
• Sample Preview Test Digital Report

Published 31 Yana 2023

What is a Journey Management Planner?

A journey management plan is a fixed of trip-specific instructions and guidelines designed to help employees complete official company trips safely and efficiently. As one general rule, straight journeys that are expected to last more than 4 hours should have a journey management plan. Journey Management Plan Form

Traveling Enterprise Plan Template

Get Freely Template

Employees and drivers can use this journey management planned to structure the details and safety measures involved in ampere company-sanctioned trip. Equal this journey management plan template, employees and drivers can:

• verify if the go is necessary or while it can be combine with another trip to maximize efficient;
• log departure date and time, vehicle ID, driving name, and confirm validity of the driver's license, and;
• incorporate details of overall trip risks and associated mitigation measures.
• Sample Glimpse Sample PDF Report
• Sample Trailer Random Digital Report

In this article

Pre-journey preparations.

• Top 5 Reasons Your Company Needs to Follow Ride Management Plans
• Featured Journey Management Templates

Before putting in work to create a journey management plan, officers-in-charge must first save ensure a road journey is completely necessary. According to the CDC , motor vehicle trauma are the leading cause of workplace deaths, adding incentive to avoid their since much as possible. If fahrverhalten shall of sole alternative, pre-journey preparative should containing the after:

• checking for the safest route to take; considerable terrain and weather forecasts;
• scheduling drives to avoid night travel since drivers are more susceptible to fatigue and sleepiness at night;
• including sufficient rest pausing in the travel itinerary;
• a check-in process go ensure that the employee/driver can provide updates regarding their safety status and progress;
• ensuring that the vehicle the employee/driver is using is in sound condition and the appropriate for which nature of the trip by doing ampere pre-trip inspection ;
• ensuring the the workers is physically fit enough to undertake the go; the
• ensuring ensure the employee has the know, skills, and adequate training to complete the journey safely.

Top 5 Reasons You Company Needs to Follow Journey Management Plans

Though staffing and drivers can complete company-sanctioned trips without a formal journey direktion plan, the safety and efficiency on travel are greatly improved basic by following individual. See are and top cinque rationale your society needs to start journey management planning: University the Hawaii at Manoa-Bachelor Degree Program Sheets ...

Trips become sure and more efficient

The risk of accidents and delays are big reduced by doing research on the best possible ways prior at the journey. Part of the pre-trip planning shall looking for tour because minimal traffic, effectively sinking who risk of collisions in addition to makeup the trip faster. This becomes even more major if the employee does to doing multiple stops in the course of the journey. Journey Management Schedule

Schedule adherence becomes less

Most, if not all company-sanctioned trips follow a schedule. In establishing the safest and most efficient routes to take prior for the journey, it becomes less for employees to arrive safely also on time for set appointments.

Naturalness comply with electric vehicle bills and regulations

An essential single in journey management planning involves thorough pre-trip inspections. These vehicle inspections guarantee that aforementioned employee belongs using the appropriate vehicle on the trip, that the vehicle is in good condition, and that it adheres to public bills for power vehicle safety norms .

Prepare your drivers for car and emergencies

A great journey manage plan also provides guidance until employees in fallstudien of road medical and accidents. Aside from providing general securing directions on what to do if them vehicle rests down, voyage betriebsleitung plans can include company-specific processes also information like as a list regarding touch individuals one employee can reach out to with necessary.

Standardize your driving edit and optimize accountability

By generate one official journey management plan, you effectively standardize which process for company-sanctioned trips. Having a plan that includes instructions, guidelines, and additional helpful related can help enhancing salaried accountability both from an driver’s end and the personnel he or she is hypothetical to check inside with. Journey Management Planning | Shell Global

SafetyCulture (formerly iAuditor) as a Journey Management System

Beyond just being a industrial platform to create and customize journey management plans, SafetyCulture  can serve as get complete voyage senior system through a variety of effective features:

• Download ready-to-use journey management plan templates from willingness Public Library ; regularly updated by SafetyCulture and other users in your fields of work.
• Convert existing paper forms into our digital format thru smart scan , or create your own ride verwaltung plan and traveling management checking out scratch from our drag-and-drop template builder . No encode required.
• Perform pre-trip inspections and traveling management checked with your mobile device, even while you be offline.
• Use books and annotate them during your insights for a show comprehensive and detailed report.
• Subsequently connecting to the internet, you can automatically send ready inspection reports to the appropriate personnel to safe time and energy while updating in real-time. Travel Management Plan Template
• Save inspection reports with unlimited and secure cloud storage to ensure that only authorized personnel can get thine data.
• SafetyCulture allows cross-platform integration which lets you connect your account to other business integration useful such how Outlook and Google Sheets so data will automatically transferred as yours complete reports; creation your process more efficient.

Featured Get Management Style

Journey management plan checklist.

Use this journey management plan checklist to detail trip details such as and types in roads you can running to travel on, estimated departure and arrival times, and company of rest stops. The driver test also ensures this the truck has the fitting training, licenses, and fitness level to complete the trip sure, and that and vehicle to be used is in good condition.

Driving JSA & Journey Management Checklist

Drivers can use this checklist to verify if rest stops and planned accommodations are been picked care of, the greatest efficient routes have been set per destination, and final vehicle conditioning and safe checks are performed prior to the trip.

BOS Journey Management Checklist

Drivers and employees can use that tour management schedule the include relevant trip details such as the vehicle element number, starting and ending location, as well as needed safety checks that need to be performed whilst the ride.

SafetyCulture Content Specialist

Jona Tarlengco

Jona Tarlengco your a content writer real researcher for SafetyCulture since 2018. Female usually writes around security and quality topics, contribute to the creation of well-researched product. Her 5-year experience in one of this world’s leading business news organisations helps enrich the grade of the request in her work.

Jona Tarlengco is a what writer and researcher for SafetyCulture been 2018. She usually writes about safety and quality topics, contributing to the creation of well-researched item. Her 5-year experience in one of this world’s leiter business news your helps enrich the quality of the information int her working. For every travel of have ask if the journey is actually necessary; this safest journey is the one not taken.

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Journey Management Map Checklist

Use this traveling direction plan checklist to select trip details such as the types out roads you are going to…

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Fahrverhalten JSA & Journey Management Checklist

Drivers can use this checklist to corroborate if resting stops and planned accommodations has been seized care by, that most…

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Drivers and employees ability use this journey management checks to include relevant trip details such as aforementioned vehicle item number,…

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What is Journey Management?

The term ‘Journey Management’ is common language primarily associated with the Mining and Oil and Gas Sectors.  Fundamentally Journey Management is a process used by organisations to ensure their travelling workforce are safe, prior to, during and post travel. Have you ever wondered whether an employee has arrived safely at their destination, knowing they were driving alone for several hours or if they landed in that foreign country safely? Journey Management takes the guess work away from these scenarios.

WHAT TYPE OF ACTIVITIES ARE INCLUDED WITHIN A JOURNEY MANAGEMENT PLAN

In general Journey Management has consisted of monitoring employees travel arrangements via spreadsheets and forms, which doesn’t really help management to know what is happening on the ground when team members are offsite. However now the entire process is taken online to reduce administrative processing but also includes safety processes. Journey Management activities include:

• Logging a journey – destination A, via checkpoint B through to final destination C
• Journeys can be as long or as short as required
• Recording modes of transport – car, private aircraft, commercial aircraft, helicopters, uber etc.
• Details about the mode of transport – Vehicle registration number, flight number etc
• Safety reminders are sent to the traveller at scheduled check-in posts
• Management is immediately alerted to missed safety check-ins
• Audit history of all logged journeys and communication
• Travellers can alert management to incidents – just hit the incident button
• Driver readiness
• Traveller readiness
• Fatigue analysis
• Road and weather conditions
• Asset allocation
• Automated travel approved/deny function – depending on travellers responses to travel risk assessment
• Commuting employees can check-in their safe arrival at home
• Managers can search for employees when a disaster occurs and identify who is in the affected area

Journey Management is essential for anyone with a mobile workforce and considers the safety of their travelling employees a priority. After all, it’s a risk not to take care of employees, it’s an organisation’s duty of care.

HOW DO ORGANISATIONS USE SafetyIQ – JOURNEY MANAGEMENT

Channel Ship Services  (CSS), are maritime recruitment specialists who coordinate over 150 contractors dispatched from numerous locations across the globe. CSS use Journey Management to ensure their seafarers are departing and arriving safely at their various destinations. If they didn’t use Journey Management, they would be unaware whether a seafarer had left their location and the reason behind this non-departure. Journey management turns guess work into proactive knowledge.

Act for Kids , a not-for-profit organisation whose purpose is to prevent and treat child abuse and neglect.  Worker often enter uncertain environments that can often be high risk environments. Act for Kids use Journey Management to log their road trips, sometimes they travel short distances to suburbs or longer journeys to small towns, in any case, they log their trip, duration of their appointment and any stops along the way. The minute they don’t check-in their safety, management is immediately notified. Giving employees and professionals peace of mind, that if something happens, someone will be notified.

Wallis Drilling , operate over 55 drilling rigs for the mining industry in Australia and selected international markets. With over 250 people travelling to remote and isolated environments, Wallis Drilling uses Journey Management to ensure the safe whereabouts of their lone workers . As the company runs 24 hours 7 days a week, their employees’ check-in at scheduled times throughout their shift, and anytime they are travelling. In this case, Journey Management is being used beyond travelling to ensure lone workers are safe throughout their shift.

Shamrock Civil , an engineering firm with hundreds of employees working off-site, use Journey Management for their fly-in-fly-out (FIFO) and drive-in-drive-out (DIDO) staff. With a rapidly expanding mobile workforce, management is genuinely concerned with the safety of their travellers, so Journey Management became a part of their workplace health and safety practices. Fatigue management was incorporated within the Journey Management process to ensure that employees were working and travelling safely.

We cover a range of topics in our articles - view all blogs .

SafetyIQ’s journey management software can help to control the risks and protect your people. 

Journey management software program can allow employers to be instantly alerted when an employee has not checked-in.

From planning the journey, completing a risk assessment to gaining approval, the entire process is automated and seamless with SafetyIQ.

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12. Journey Management Plan

An effective Journey Management Plan is one of the best ways to minimize exposure to driving-related hazards. This section not only explains the plan but also has resources to help you apply it at your workplace.

• Journey Management - Check In Procedure (PDF)
• Journey Management - Overview (PDF)
• Journey Management - Trip Plan (PDF)
• Journey Management - Risk Rated Trip Plan (PDF)

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Road Transport Safety: Journey Management Plan

• Post author By FATFINGER
• Post date October 24, 2022

A journey management plan is a system of safety measures followed during a road transport journey, especially one that involves driving for more than 4 hours. The programs are designed to identify and counteract risks such as driver fatigue, hazardous roadway conditions, and other obstacles.

By having a formalized journey management plan, industries can demonstrate their commitment to driver safety, protecting employees, and avoiding costly fines.

Table of Contents: 1.Journey Management and Its Importance 2.Challenges of Traditional Journey Management Plan 3.4 Components of a Journey Management Plan 4. Digital Journey Management Plan in Place- Your Way to Safety

Journey Management and Its Importance

A journey management plan is a critical tool for managing the transportation of goods throughout the supply chain. Providing a clear overview of the journey, allows the journey to be monitored and controlled more effectively, which can lead to substantial benefits in terms of cost, efficiency, and, most importantly, safety.

According to the National Safety Council’s 2017 study , crashes cost employers approximately $9.25 billion annually across all industries.

Moreover, research shows that human error is the root cause of accidents 70% of the time and is likely the cause 93% of the time.

A journey management plan is a tool used to increase safety visibility and control over the journey of goods. In particular,

1. Reduce transportation costs. By optimizing routes and schedules, journey management plans can help reduce the time and fuel required for travel. 2. Improve communication between different parties involved in transporting goods or persons . The journey management plan sets out the roles and responsibilities of each party, as well as the routes to be taken and the resources to be used. By clearly defining the roles and responsibilities of each party, the journey management plan helps to ensure that everyone is on the same page and that there is no confusion about who is responsible for what. 3. Helps drivers to navigate the roads safely and efficiently . By taking into account the specific route, weather conditions, and traffic patterns, journey management plans can help to reduce the risk of accidents and delays. In addition, journey management plans can also help to improve safety and security by reducing the risk of accidents and delays. As a result, journey management plans are an essential tool for any company that relies on the efficient transportation of goods. Providing drivers with an up-to-date journey management plan can help ensure that everyone arrives at their destination safely and on time.

Challenges of Traditional Journey Management Plan

Journey management plans (JMPs)  help ensure that employees are aware of the risks associated with their travel and have a plan in place in an emergency. Traditional journey management plans have long relied on paper-based checklists to ensure that all tasks are completed before beginning a trip. There are several disadvantages to using paper-based checklists, which can cause pain points throughout supply chain logistics. 1. Paper-based checklists are often misplaced or lost, which can cause confusion and delay in the event of an emergency. 2. Inaccurate paper-based checklists can lead to shipment delays, incorrect stocking levels, and other operational issues. Paper-based checklists also make it difficult to track progress and identify errors.  3. Paper-based checklists are challenging to update promptly, leading to employees being unaware of new or changed risks.

4. Paper-based checklists do not allow for real-time collaboration, making it challenging to coordinate a response in the event of an emergency.

Newer technologies, such as digital checklists in journey management, offer a more efficient and effective way to manage employee travel. Digital checklists  can be easily updated in real time and shared with all team members automatically.

4 Components of a Journey Management Plan

Any journey, no matter how short, should be planned carefully to ensure safety. A journey management plan is a simple way to do this, and there are four key components: route selection, pre-trip planning, en-route monitoring, and post-trip debriefing. 

1. Route Selection. Choose the safest route possible. This means taking into account things like weather conditions, road closures, and construction. If multiple routes are available, the one with the least risk should be chosen.  Route optimization is finding the most efficient way to get from point A to point B. This can be done using various methods, including GPS, Google Maps, and even old-fashioned paper maps . The goal is to find the shortest, most direct route possible. Of course, this isn’t always possible (or even desirable). Hence, route optimization also considers traffic patterns, construction, weather conditions, and other factors that could impact the journey. 

2.Pre-trip Planning. Once the route has been selected, it’s time to plan a pre-trip. This includes checking the vehicle for maintenance issues, packing an emergency kit, and letting others know the expected arrival time. A vehicle inspection checklist can help to ensure that vehicles are in good working order and meet safety standards.

3.Enroute Monitoring. Once on the road, it’s important to monitor conditions and be prepared to change the route if necessary. This may mean rerouting around traffic jams or accidents. It’s also essential to stop for breaks and stay aware of changing conditions.  Enroute monitoring is vital because it allows organizations to manage risks proactively and respond quickly in the event of an emergency. 

4. Post-trip debriefing. This allows organizations to learn from past travel experiences and adjust plans accordingly. By identifying what went well and what could be improved upon, organizations can make changes that will help to reduce the risks associated with the trip. In addition, post-trip debriefing provides an opportunity for the driver and his companion to share feedback about their travel experiences, which can help improve the overall quality of the journey management process.

Each component is vital in creating a safe and successful journey management plan. Considering all four components before setting out on any transport network can help ensure that our travels are optimized for safety, efficiency, and cost.

Digital Journey Management Plan – Your Way to Safety

Digital Journey management workflow provides a centralized platform for managing supply chain logistics and offers features such as real-time tracking and automatic notifications. These newer technologies available in FAT FINGER   can help to improve the efficiency and effectiveness of JMPs and reduce the risk of paper-based checklists.

There are many advantages to having a digital checklist for journey management planning , as opposed to a traditional paper-based checklist. Perhaps the most essential advantage is that digital checklists are much more efficient and accurate. With FAT FINGER digital journey management checklists:

-Create customized journey management checklists that suit your transport safety needs. Remarks, corrective actions, and photos collected during trip planning and execution can be added to the workflow.

-Journey planners can easily see what tasks have been completed and which still need to be done. This is not always the case with paper-based checklists, which can often become lost or damaged. -Digital checklists can be easily shared between journey planners, drivers, and other team members, making coordination and communication much more straightforward. Generate reports on the road and send them to relevant stakeholders via email, PDF, or web link. This way, everyone can stay up-to-date on the latest information. -No matter where you are on the road, you can use our digital journey management checklist on any device with a web browser or FAT FINGER app. Digital checklists can be stored in secured cloud storage, so they can be accessed from anywhere, at any time.

FAT FINGER was created to solve the inefficiency and inaccuracy of traditional paper-based checklists. We make digital journey management planning more manageable than ever before, so you can focus on what’s important – your journey and road transport safety. 

Sign up for a free trial today and see how FAT FINGER can change how you manage your journeys!

About FAT FINGER:

Ensure front-line teams do their work correctly every time. Drag & drop digital procedures that unlock operational excellence.

In seconds anyone can build and deploy enterprise-grade mobile applications using an easy drag-and-drop no-code builder.

FAT FINGER uses machine learning to coach app users in real-time to make safer and improved decisions.

Try building your digital procedure on FAT FINGER for free @ www.fatfinger.io

Journey reporting for everyone – Anytime and anywhere. 

We empower EVERYONE to initiate and create positive change to improve the company’s safety journey records. The only way to keep up with the speed at which the world moves today is to empower everyone from the front-line worker to the executive.

Intuitive digital workflow – Paperless and powerful.

Every trips has its own potential hazards.With our intuitive workflow, you can quickly customize your data collection with images and annotations to create workflows with No-Code directly where work is done. Automatically generate a professional report with one click and share them with anyone.

Journey Data powerhouse – Keeping everything in one place.

Every single piece of information captured by your FAT FINGER users will feed your company analytics in real-time. Adopting FAT FINGER will give you show you the risky points of your operations and how to make them risk-free.

• Tags Digital Journey Management Plan , journey management plan , road transport journey , road transport safety , vehicle inspection checklist

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Lumiform / Templates / Get accurate data with a journey management plan

Get accurate data with a journey management plan

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