Operations
Check calls
Log where a moving container is, and get flagged when nobody has called in for too long.
A check call is a short note of where a container is right now: who you spoke to, where it is, how far it has to go, and whether the ETA changed. Logging calls keeps the customer informed and keeps the desk honest. A load that is moving with no check call for longer than your company's interval becomes an exception.
- Where
- Load record › Check calls, and Operations › Tracking
- Who sees them
- Anyone who can open the load
- Who logs a call
- Tracking · edit
- Interval
- Set on Company profile › Operating rules. Default 4 hours; 0 switches it off.
- Audited
- tracking.check_call
Log a check call
You can log a call from the load record (Check calls section) or from any row on Tracking.
Press Log a check call
A dialog opens for that container.Who you spoke to
Driver, Carrier dispatch, Terminal, Customer or Other.Where it is
Required. A place, such as "I-16 near Dublin, GA".Miles to go and New ETA
Both optional. Fill New ETA only if the call changed it; blank leaves the load's ETA as it is.What they said
An optional note, up to 240 characters.Save
The call is added to the list and to the load's activity feed.
What saving does
| Effect | Detail |
|---|---|
| A position is recorded | Marked as typed in by you, with the time. |
| The ETA moves, if you gave a new one | The activity line shows the old and new ETA. The audit entry keeps both. |
| An activity entry | For example Check call (Driver): I-16 near Dublin · 120 mi to go · ETA 10 Nov → 11 Nov. |
| The overdue flag clears | The silence clock restarts from this call. |
What you see on the load
The Check calls section lists the latest 12 calls, newest first: who you spoke to and who logged it, the place, and the miles to go. With no calls yet you see No check calls yet and a reminder of the interval.
If the load is overdue, an amber Overdue line explains it, for example No check call for 6 hours — the rule is every 4.
When a load becomes overdue
The check is simple and runs on every load:
| Condition | Required |
|---|---|
| The container is picked up | Yes (the Picked up milestone is reached) |
| It is not delivered yet | Yes |
| The load is not closed (not awaiting paperwork, ready for billing, invoiced, paid or cancelled) | Yes |
| Hours since the last check call (or since the pickup day, if there is none) | At least the interval |
The flag reads No call 6h, or No call 2d after 48 hours. It shows on Tasks & exceptions as Check call overdue (a warning), in the load's Issues, and in the board's flags.
Change the interval
The owner or an admin sets Check-call interval on Company profile under Operating rules: 0 to 48 hours. Set it to 0 to switch the exception off.