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# Order Schedules

> Practical guide to current CHRT order schedules workflows and saved-record checks.

## Recurring work and reusable templates

For repeated shipments, keep a reusable order template so the route, cargo, and task requirements are consistent. The current order workspace includes [Order Templates](https://chrt.com/orders/templates). A template and an automatically recurring schedule serve different purposes.

## Review a template

Open the template your team intends to use. Review its **Summary**, **Timeline**, **Cargo**, and **Tasks** sections. Check locations, handoffs, cargo quantities, and required proof before using the template for a shipment. In a shipper organization, the template header reads **by** and **Select coordinator…** lets you choose the coordinator who will run its orders.

A template workspace shows the **Summary**, **Timeline**, **Cargo** and **Tasks** tabs 1, an **Add first segment** control 2, the **for** shipper selector 3, the template name 4 and **Create draft** 5.

![The header of a saved order template with an empty Timeline; numbers 1 to 5 point at the Summary, Timeline, Cargo and Tasks tabs, Add first segment, the for shipper selector, the template name and Create draft.](/_fern-files/_img/5f5f367d0f19abecace62c7fd25d792f525b8439f9d952be5605dbe941e41eaf.webp)

*Order Templates > a saved template workspace, **Timeline** tab, no segments yet. **1** **Summary**, **Timeline**, **Cargo** and **Tasks** tabs, **2** **Add first segment**, **3** **for** shipper selector (**CHRT (shipper)** here), **4** Template name, with its pencil, **5** **Create draft**.*

## Confirm automatic generation before relying on it

If your organization uses an automated recurring-order arrangement, confirm its current configuration and operating process with your administrator. Verify the next expected shipment appears as a saved order with the correct route and assignment. Do not assume saving a template activates a recurring schedule.

## Check every generated shipment

Review each order created from recurring work as its own shipment. Confirm its date/time requirements, customer/coordinator, cargo, and dispatch assignments. Follow [Creating Shipments](/staging/shippers/creating-shipments) and [Tracking Shipments](/staging/shippers/tracking) for the saved-order checks.

## Related guides

* [Getting Started](/staging/shippers)
* [Creating Shipments](/staging/shippers/creating-shipments)
* [Connecting with Providers](/staging/shippers/connecting-providers)
* [Tracking Shipments](/staging/shippers/tracking)
* [Public Tracking Links](/staging/shippers/public-tracking)