Carrier review and shipment evidence

Review the carrier identity

1. 1Compare the carrier name and identifiers across the carrier record, assignment and supporting documents.
2. 2Check that the equipment and service offered match the vehicle and lane.
3. 3Resolve conflicting names, expired records or a paused external link before assignment.
4. 4Document the reviewer and the reason for proceeding or escalating.

Check coverage and supporting records

• →Review the named insured, relevant coverage details, effective dates and expiry dates.
• →Confirm the document applies to the carrier being assigned.
• →Treat an uploaded document as information to review, not an automatic approval.
• →Keep replacement documents and the current review outcome connected to the carrier record.

Build a usable evidence trail

• →Link condition photos to the correct VIN and movement.
• →Capture pickup and delivery condition separately.
• →Check the signature, contact and handoff details required by the workflow.
• →Keep the signed eBOL and supporting files with the order.
• →For damage or a disputed delivery, preserve the original evidence and document the observed discrepancy.

PIN-protected pickup

1. 1Open the handoff request on the relevant shipment.
2. 2Review driver and carrier context, pickup location, timing and any flagged checks.
3. 3Follow the configured authorization process. A request alone is not permission to release the vehicle.
4. 4Confirm the completed handoff and associated document access.

When to escalate

• →Identity mismatch, missing records or contradictory document dates.
• →A pickup request that does not match the assigned movement.
• →Missing signature or condition evidence.
• →A request to bypass the configured approval path.
• →Give the reviewer the record reference, issue and supporting evidence without circulating access codes.