In-route
Delay, detention, seal, customer change, or missing-proof issues keep owner and consequence visible.
Pre-Trip Readiness Packet
Load BOF-1907 cannot release until the packet clears.
Route: Tulsa, OK to Kansas City, MO. Driver: Carlos Martinez. Tractor: TRK-104. Trailer: TRL-228. Scheduled departure: 6:30 AM.
Hold release status
2 items must clear
10 packet requirements
Readiness packet
Every row explains the requirement, status, issue, owner, and clearance action.
| Requirement | Status | Issue | Owner | Clearance Action |
|---|---|---|---|---|
| Rate confirmation | Ready | Signed customer rate stored. | Dispatch coordinator | |
| BOL template and pickup instructions | Ready | Pickup notes and shipper contact are complete. | Load planner | |
| Driver assignment | Ready | Carlos Martinez is assigned with route fit confirmed. | Dispatch manager | |
| Medical card renewal | Attention | Renewal image is uploaded, but safety review is not complete. | Safety lead | |
| Tractor availability | Ready | TRK-104 inspection and maintenance release are current. | Maintenance coordinator | |
| Trailer availability | Ready | TRL-228 is empty, inspected, and matched to load type. | Yard lead | |
| Insurance and authority | Ready | Operating authority and insurance record are current. | Compliance owner | |
| Customer proof standard | Attention | Receiver requires dock photo plus signed POD; driver packet shows POD only. | Billing owner | |
| Policy acknowledgments | Ready | Cargo securement and customer-site rules acknowledged. | Policy owner | |
| Settlement setup | Ready | Pay basis, accessorial rule, and hold reason path are set. | Settlement owner |
After release
The same record follows in-route, delivery, billing, settlement, claims, and audit work.
Delivery/POD
Signed POD, receiver name, dock photo, timestamp, and exception notes attach to the load record.
Billing
Invoice support, accessorial evidence, missing proof, and customer proof rules are reviewed together.
Settlement
Pay-affecting proof, deductions, reimbursements, holds, and approvals remain tied to the same packet.
Claims
Damage notes, photos, customer messages, and retained proof support review without breaking the record.
Audit
The decision path preserves what was ready, what was held, who cleared it, and which evidence supported release.
Related BOF areas