The Execution page is the operational control centre for running a trip. It is labelled Execution and shows the current execution phase in the eyebrow label (for example, "Execution · Before Trip").
Getting here
From the Trip Dashboard, click the Execute button. Or click Execution in the trip module navigation.
Execution phases
The page automatically detects which phase of the trip you are in based on the current date, trip dates, and activity:
- Before Trip — before the trip start date
- Before Departure — on the start date, before driving begins
- Travel Day — a drive segment is in progress
- Arrival — you have arrived at a stop
- At Stop — currently at a stop
- Post Stop — after leaving a stop
- End of Day — end of the travel day
- Return Home — returning from the last stop
- After Trip — after the trip end date
The current phase and a description of what it means appear at the top of the page.
Phase progress bar
If your playbook has steps assigned to the current phase, a progress bar shows how many steps are done out of the total for this phase. The next phase is shown below the bar.
Phase Override
If the automatically detected phase is wrong, you can override it manually using the Phase Override panel. This is useful if the system has not detected a state change correctly.
Recommended Next Step
A prominent card shows the single most important action to take right now. It includes:
- A title and description of the recommended action
- An urgency level (HIGH, MEDIUM, LOW)
- A Go → button that links directly to the relevant page
Four-metric summary
Four cards show:
- Steps Complete — percentage of playbook steps done, with a count
- Blockers — total blockers, with a count of high-severity ones
- Required Remaining — required playbook steps not yet complete
- Day Score — a 0–100 score for today's mission (STRONG, ADEQUATE, INCOMPLETE, or CRITICAL)
Execution Blockers
If there are blockers preventing progress, they are listed here by severity (CRITICAL, HIGH, MEDIUM). Each blocker shows:
- Category (for example, MISSING_DOCUMENT, OPEN_ACTION_ITEM)
- Title and detail
- A Fix → link to the relevant page
Today's Mission
A panel shows today's planned, completed, and missed activities in three columns. A score out of 100 reflects how much of today's plan has been executed.
If risks or lessons have been captured today, they appear below the activity columns.
Stop Execution and Meeting Execution
For today's inspection stops and meetings, workflow cards show the completion steps for each (for example: Arrived, Notes captured, Action items logged, Marked complete). Each step shows whether it is done.
Playbook Steps by Phase
If a playbook is applied, all steps are listed grouped by phase. Each step shows its status:
- Not Started
- In Progress
- Complete
- Skipped
- Blocked
Click a step to mark it complete, skip it, or add a note. Required steps are marked with a "Required" label.
Engagement Completion
At the bottom of the page, a completion checklist shows whether the trip is ready to close. Required checks include meetings completed, action items resolved, playbook required steps done, and knowledge captured.
When all required checks pass, a Close Engagement → button appears, linking to the Retrospective page.
Tips
- The Execution page requires a playbook to be applied to show step tracking. Without a playbook, the phase detection and blockers still work, but the step list is empty.
- The phase is detected automatically — you do not need to manually advance it in most cases.
- Use the Recommended Next Step card as your starting point each time you open the Execution page.
- The Day Score resets each day.