Recording carrier qualifications in the carrier profile

When you assign a carrier to an order that has load requirements, those requirements can pertain to:

You will always record carrier qualifications in the carrier’s profile. However, where you record driver, tractor, and trailer qualifications/accessories depends on whether the carrier is a board carrier or a non-board carrier.

  • Board carrier
    An inside carrier is called a board carrier. You track the activities of the carrier’s resources (drivers, tractors, and trailers) on the Planning Worksheet.

    To track board carrier resources, you must create individual profiles for each driver, tractor, and trailer associated with the carrier. For the drivers, tractors, and trailers belonging to board carriers, you must record the qualifications/accessories in the individual driver, tractor, trailer profiles.

    Do not record driver, tractor, or trailer qualifications/accessories in the profile of board carriers. The system will ignore these entries in the carrier’s profile.

  • Non-board carrier
    An outside carrier is called a non-board carrier. You do not track the activities of its resources (drivers, tractors, and trailers) on the Planning Worksheet.

    When you are setting up profiles for non-board carriers, no individual drivers, tractors, or trailers are identified as being associated with the carrier. Therefore, you record driver qualifications and tractor/trailer accessories in the carrier profile. The non-board carrier is responsible for complying with load requirements and assigning resources to the trip.

The Board checkbox is located on the Additional Info tab of the carrier’s profile. It determines whether a carrier is board or non-board carrier.

  • Selected
    The carrier is a board carrier.

  • Cleared
    The carrier is a non-board carrier.

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Viewing a carrier qualification or accessory

To access a carrier’s qualifications and accessories, follow these steps:

  1. Go to Tools > Carrier Scroll.

  2. Enter the carrier’s ID.

  3. Click Retrieve.

  4. Click Profile.
    The Carrier Profile window opens.

  5. Select the Qualifications/Accessories tab.
    Note: Only carrier qualifications should be recorded on the Qualifications/Accessories tab for board carriers.

  6. Select the Carrier Qualifications, Driver Qualifications, Tractor Accessories, or Trailer Accessories sub tab.

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    Required field: *

    Type *

    Type of qualification or accessory supplied by the carrier

    Note: You set up options in the CarQual, DrvAcc, TrcAcc, and TrlAcc labels. For details, see:

    Guide: System Administration | Chapter: Using the label file to customize fields | Section: How to edit a label

    Date *

    Date the qualification or accessory was acquired or went into effect

    Expire Date *

    Date when the qualification or accessory will expire, if applicable

    Note: After the expiration date, the resource will no longer fulfill the load requirement.

Adding a carrier qualification or accessory

To add a carrier qualification or accessory, follow these steps:

  1. Go to Tools > Carrier Scroll.

  2. Enter the carrier’s ID.

  3. Click Retrieve.

  4. Click Profile.
    The Carrier Profile window opens.

  5. Select the Qualifications/Accessories tab.

    Note: Only carrier qualifications should be recorded on the Qualifications/Accessories tab for board carriers.

  6. Select the Carrier Qualifications, Driver Qualifications, Tractor Accessories, or Trailer Accessories sub tab.

  7. Click Add.

  8. Make entries in the following fields:

    Required field: *

    Type *

    Type of qualification or accessory supplied by the carrier

    Note: You set up options in the CarQual, DrvAcc, TrcAcc, and TrlAcc labels. For details, see:

    Guide: System Administration | Chapter: Using the label file to customize fields | Section: How to edit a label

    Date Acquired *

    Date the qualification or accessory was acquired or goes into effect

    Expire Date *

    Date when the qualification or accessory will expire, if applicable

    Note: After the expiration date, the resource will no longer fulfill the load requirements.

  9. Click image5 Save.

Deleting a carrier qualification or accessory

To remove a carrier qualification, follow these steps:

  1. Go to Tools > Carrier Scroll.

  2. Enter the carrier’s ID.

  3. Click Retrieve.

  4. Click Profile.
    The Carrier Profile window opens.

  5. Select the Qualifications/Accessories tab.

    Note: Only carrier qualifications should be recorded on the Qualifications/Accessories tab for board carriers.

  6. Select the Carrier Qualifications, Driver Qualifications, Tractor Accessories, or Trailer Accessories sub tab.

  7. Select the qualification or accessory to be removed.

  8. Click Remove.
    The system displays a confirmation message.

    • Click Yes to complete the deletion.

    • Click No to cancel the deletion.

  9. Click image5 Save.