Check carrier compliance and lane costs

Carrier compliance checks that whoever does the work is allowed to do it. A carrier, driver, vehicle or piece of transport equipment is not available when the carrier is blocked or when a required certificate is missing or not valid at the time of the work. Depending on your settings, Transportial then warns you or refuses the assignment.

What is checked

The check runs when you put a driver, vehicle or equipment on a trip, when you forward a trip under a capacity contract, when you offer a tender or accept a bid, and when recommendations are ranked. Assignments made by integrations or by the carrier itself are not checked.

Plan with the check

1. Choose the vehicle on the Intern tab, or the capacity contract on the Forwarded tab, of the trip form.
2. Read the notice that appears below it if something is not available, for example Required certificate CMR insurance is missing.
3. If it says Not available; you can still save., decide whether to continue.
4. If it says Saving will be refused: this is set to block., choose another resource or carrier.
5. Click Save.

Set a carrier status

1. Open the business of the carrier and stay on the Information tab.
2. In the Carrier status block, click Change carrier status.
3. Choose the Status: Not assessed, Approved, Warning or Blocked.
4. Enter a Reason. It is shown with every warning about this carrier.
5. Click Save. The block shows when and by whom the status was set.

Record certificates

1. Open the driver, vehicle, transport equipment or business.
2. Click the Certificates tab and click Create Certificate.
3. Choose the Certificate type, and fill in Valid from and Valid until.
4. Optionally attach the document, and click Save.

A certificate counts for the work when it is valid on the date the trip starts. For drivers, see also Record driver licenses and certificates.

Compare carrier costs on a lane

When you create or edit a trip on the Forwarded tab, the table Cheapest carriers on this lane shows what forwarded trips on the same lane cost before: per carrier the number of Trips, the Average and Lowest expected cost, the Average actual cost and the date of the Last trip. A carrier that is not approved shows its status. A lane is the country and the first characters of the ZIP code of the first and last stop.

For administrators: set the rules

1. Open Settings, click the Environment tab and open the Compliance section.
2. Go to Carrier compliance.
3. Choose what happens for Assigning an unavailable chauffeur, vehicle or transport equipment (Warn by default) and for Forwarding to or tendering with an unavailable carrier (Block by default). Off skips the check.
4. Leave Leave unavailable resources and carriers out of recommendations on, or switch it off.
5. Under Certificate types, pick one from Add a common type… (CMR insurance, Community license, ADR driver certificate, ATP certificate) or click Add certificate type.
6. Per type, set the Name, the Code (stored on certificates), Applies to (chauffeur, vehicle, transport equipment or carrier), Required (unavailable without a valid one), Required for (All work, Dangerous goods (ADR) or Temperature-controlled work) and the warning days before expiry.
7. Optionally change the lane cost history: the look-back in months (12 by default), the ZIP code characters that make a lane (2 by default; 0 is country to country) and how many carriers are shown (10 by default).
8. Click Save.