Compliance

Compliance helps teams identify loads and carriers that need document or readiness review.

What compliance covers

• Load document completeness
• Proof of delivery review
• Missing or rejected documents
• Carrier readiness
• Carrier approval, rejection, blocking, and inactive status
• Insurance, authority, and expiration review
• Billing and payment blockers tied to paperwork

Workflow

1. Open Compliance.
2. Review loads with missing, pending, rejected, or approved documents.
3. Open the load document details.
4. Upload, replace, approve, or reject documents as your process allows.
5. Review carrier readiness when document issues point back to the carrier.
6. Confirm billing queues update after documents are resolved.

Carrier review

Carrier compliance review should include authority, insurance, required documents, monitoring alerts, approval status, blocked status, ratings, and recent service notes. Escalate unclear or conflicting carrier information before dispatch.

Document decisions

Approve documents that are readable, complete, current, and tied to the correct load or carrier. Reject documents that are expired, incomplete, mismatched, unreadable, or missing required information.

Best practices

• Review compliance daily before billing work.
• Resolve rejected documents quickly.
• Keep document decisions clear.
• Use the source load for corrections.