Configure business rules for carrier accounts

To help streamline your organization’s Turvo experience, users with Admin level permissions and above can configure tenant level rules via the Admin console. The below article describes how to configure Authority, Insurance, Carrier check, and Equipment rules for the Carrier accounts in your tenant.

Protip: Articles for configuring the other business rules available in the Admin console can be found in the following articles:

Important note: We recommend updating rules during low-use hours, or when minimal users are using the system. Rules can be updated at any time, but low-traffic hours help ensure a low risk of rule implementation clash.

Business rule validations

The rules toggled using the Configurations section trigger Business rule validations. When an update is made to carrier information in a shipment that corresponds to a business rule, Turvo will block the change if the rule is violated, an error message will appear, and a Business rule validation event will be added to the shipment’s Timeline tab.

Step 1: Locating Carrier rules

Navigate to the Admin console by clicking on your profile icon in the top right corner of your dashboard and select Admin console from the drop-down menu.

 

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Click the Rules card.

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On the Rules page, click the Carrier header in the column to the left, if not already selected.

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Step 2: Configuring Carrier rules

Carrier tenant rules are split into sections for Authority, Insurance, Carrier check, and Equipment rules. Click any of the section headers to expand the section and begin configuring your rules.

Updated_Carrier_expand.gif

Important note: It can take up to 30 minutes for a rule to take effect in Turvo. Once a rule is enabled for your tenant, the rule will be locked from future changes up to 30 minutes. You can view whether a rule is locked by the notification to the right of the rule line. 

To unlock the rule, click the circular arrows to the right after the displayed time has passed.

Locked_out_example.png

Authority

The rule available under the Authority section header allows Turvo to automatically check whether a carrier has a common or contract Authority assigned in their profile.

To enable the rule for your tenant, turn the Check for authority toggle to the blue ON position.

Updated_authority_toggle.png

Then, select when you’d like Turvo to check for a carrier’s authority. You can choose one of the available options, or both.

Once you’ve made your selection, click SAVE to enable the rule.

Updated_Authority_SAVE.png

Note: After each configuration is saved, you’ll see the Update rules? pop up. It’s important to note any rules enabled or disabled will affect your entire tenant. You can choose to force all users in your tenant to refresh in order to apply the changes using the provided checkbox. We recommend forcing all users to refresh their browser to apply the changes to keep rule implementation consistent across users. To continue with the setup, click YES.

Update_rules_message.png

Once the rule is configured if a carrier without a common or contract Authority is added to a shipment, you cannot proceed with updating the shipment and the following error message will appear at the bottom of your screen:

Authority_error.png

To continue with updating the shipment, you can re-assign the shipment to a different carrier or update the carrier’s account to add Common or Contract Authority. 

To update a carrier’s account with Common or Contract Authority, navigate to the carrier’s profile using Accounts > Carriers in the left navigation bar or search for them using global search. Then, in the Details tab of the carrier account, click the General section to expand and show the Authority segment. Click Authority to add the Common or Contract Authority to the account and be sure to click SAVE to save your changes!

Details_General_Authority.png

Insurance

The configurations available under the Insurance section header allow Turvo to check for a carrier’s insurance expiration date, refrigeration insurance, and cargo and liability insurance amount.

To enable any of these rules, toggle the available toggle to the blue ON position.

Insurance_toggle_and_SAVE.png

If you choose to enable the Check for insurance expiry date toggle, you’ll need to choose when Turvo will check for the expiration date.

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You can choose one of the available options, or, if you’d like Turvo to check for the expiration date during multiple phases of the shipment, you can select more than one box. Be sure to click SAVE to save your changes!

Note: Any rules that check for liability and cargo insurance will return an error message if the carrier does not have both types of insurance on their account. 

Once any of the rules are configured for your tenant, an error message will show for the following scenarios:

Insurance expiration date

Scenario: The carrier assigned to the shipment has insurance that has expired, the carrier’s insurance will expire prior to the shipment’s delivery date, or the carrier doesn't have both liability and cargo insurance noted in their account.

Error message: 

Carrier_insurance_expired.png

Resolution: Reassign the shipment to a different carrier, or update the carrier’s profile with new insurance information. To update a carrier’s insurance information, navigate to the carrier via Accounts > Carriers in the left navigation bar or search for the carrier via global search. 

Then, in the Details tab of the customer account, click the Insurance section to expand and show the available fields. Select +Add insurance to add the new insurance and be sure to click SAVE to save your changes!

Details_Insurance_block.png

Refrigeration insurance

Scenario: The carrier does not have active refrigeration insurance. 

Error message:

Carrier_insurance_expired.png

Resolution: Re-assign the shipment to a carrier with refrigeration insurance, or update the current carrier’s profile with their applicable refrigeration insurance. To update a carrier’s insurance, see the steps outlined in the Resolution of the Insurance expiration date section.

Cargo and liability insurance amount

Scenario: The carrier’s insurance amount doesn’t cover the shipment or the carrier doesn't have both cargo and liability insurance noted on their profile.

Error message:

cargo_and_liability_iinsurance.png

Resolution: To continue with the shipment, you can either assign a different carrier with valid insurance to the shipment or update the carrier’s account with the new insurance information. To update a carrier’s insurance, see the steps outlined in the Resolution of the Insurance expiration date section.

Carrier insurance and expiration check

Scenario: The shipment is moved to the Ship phase, but the carrier assigned to the shipment does not have insurance, the insurance has expired, or does not have both cargo and liability insurance noted on their profile.

Error message:

Carrier_insurance_expired.png

Resolution: To continue editing your shipment, you can either re-assign the shipment to a different carrier or update the carrier’s insurance. To update a carrier’s insurance, see the steps outlined in the Resolution of the Insurance expiration date section.

Carrier insurance check during shipment updates

Scenario: A user adds a carrier to a shipment, but their insurance expires on or before the date the shipment is updated. 

Error message: 

Carrier_insurance_expired.png

Resolution: To continue updating the shipment, a different carrier can be added or the carrier’s insurance can be updated using the same steps outlined in the Resolution of the Insurance expiration date section.

New carrier insurance check

Scenario: A user adds a new carrier to a shipment, but the carrier’s insurance has expired or does not have insurance. 

Error message:

Carrier_insurance_expired.png

Resolution: To continue updating the shipment, a different carrier can be added or the carrier’s insurance can be updated using the same steps outlined in the Resolution of the Insurance expiration date section.

Refer flag check

Scenario: A shipment has been updated to require refrigerated equipment, but the assigned carrier does not have refrigeration breakdown (cargo) insurance. 

Error message:

Carrier_needs_refigeration_breakdown_insurance_.png

Resolution: To continue editing your shipment, you can either re-assign the shipment to a different carrier or update the carrier’s insurance. To update a carrier’s insurance, see the steps outlined in the Resolution of the Insurance expiration date section.

Carrier check

The configurations available under Carrier check allow Turvo to check for carrier account status, ensure a carrier is assigned to a shipment, prevent users from deleting carriers from paid shipments, and restrict LTL shipments to one carrier.  

To enable any of these rules for your tenant, toggle the appropriate toggle to the blue ON position and click SAVE to save your changes.

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Once any of the rules are configured for your tenant, an error message will show for the following scenarios:

Inactive carrier check

Scenario: A carrier is added to a shipment, but their account status is in a status other than Active.

Error message:

Inactive_carrier_error_message.png

Resolution: To continue editing your shipment, navigate to the customer’s account by clicking Accounts > Carriers in the left navigation bar or searching for the customer using global search. 

Then, in the Details tab of the customer account, click the General section to expand and show the Status segment. Click Status to update the status of the customer account and be sure to click SAVE to save your changes!

Carrier_details_Status.png

Protip: Need to update other information in the carrier account? See our Viewing and editing carrier details article for more information!

Carrier check on Ship phase shipments

Scenario: An update is made to a shipment in any status under the Ship phase, but a carrier is not assigned to the shipment.

Error message:

No_carrier_assigned_error.png

Resolution: To continue updating your shipment, assign a carrier to the shipment. For more information about assigning carriers to your shipments, see our How to manually add a specific carrier to a shipment, Reporting and finding carrier availability, or How to send an offer to a carrier articles. 

Paid carrier check

Scenario: A user in your tenant tries to delete a carrier from a shipment, but the carrier has already been paid.

Error message:

Paid_carrier_error.png

Resolution: No resolution. If there’s a reason the carrier should be removed from the shipment, reach out to your administrator to find the appropriate solution for your organization. 

Multiple carrier check - LTL shipment

Scenario: User tries to add multiple carriers to an LTL shipment.

Error message:

LTL_error.png

Resolution: No resolution - Multiple carriers cannot be added if this rule is enabled. If you need to replace the carrier assigned to an LTL shipment, be sure to remove the assigned carrier before adding a new one.

Equipment

The Equipment temperature requirement check toggle available under the Equipment header allows Turvo to check for a temperature value if the equipment type on a shipment is Refrigerated.

To enable the rule, click the available toggle to the blue ON position and click SAVE.

Equipment_toggle_SAVE.png

Once the rule is configured, the following error message appears if there is no temperature value provided for the equipment needed for the shipment:

Equipment_error.png

To resolve this issue and continue editing your shipment, navigate to the Details tab > Equipment needed section of the shipment and enter the min and max temperatures of the equipment:

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