Operations
Tasks & exceptions
Every load that has something wrong with it, grouped by what is wrong, with the fix for each.
Tasks & exceptions is the worklist for the operations desk. The system checks every load you can see against a fixed set of problems: money stuck at the line, a last free day running out, a carrier missing, a truck gone quiet, paperwork missing. Each problem becomes a row, grouped by type, worst first. You assign it to someone, snooze it, or resolve it.
- Where
- Operations › Tasks & exceptions (/exceptions)
- Who opens it
- Dispatch · view
- Who assigns, snoozes or resolves
- Dispatch · edit
- Badge in the sidebar
- Number of loads with at least one exception
- Audited
- exception.assign, exception.snooze, exception.resolve, exception.reopen
The exception types
The checks run on the server every time the page loads. One load can raise more than one exception. There are three critical types (hard blocks) and seven warnings.
| # | Exception | Severity | When it fires | The fix |
|---|---|---|---|---|
| 1 | SSL / customs holds | Critical | The load has an SSL or customs advance that is not received in full, and the load is not closed. The line will not release the box. | Record advance proof: finance records the reference, amount and date (R4). Opens the Advance ledger. |
| 2 | Last free day passed | Critical | The last free day is in the past and no pickup is recorded. Demurrage is running. Shows as LFD +3d. | Book a pickup: mark the pickup on the load. That stops the clock. |
| 3 | Negative margin | Critical | The customer rate is below the carrier cost. | Re-rate the load: change the charges or the carrier rate. |
| 4 | Overdue receivables | Warning (critical after 30 days) | The customer invoice is past its payment terms and not paid. | Chase the invoice on Receivables. |
| 5 | Carrier needed — clock running | Warning | No carrier, and the last free day is 5 days away or less, or pickup is 3 days away or less. | Assign a carrier on the load, or take a rate on the Rate board. |
| 6 | Last free day approaching | Warning | The last free day is today or within 3 days, and no pickup is recorded. Shows as LFD in 2d or LFD today. | Book a pickup before the last free day. |
| 7 | Running past ETA | Warning | The load is In Transit and its ETA has passed. | Update the ETA: log where the box is. |
| 8 | Empty return outstanding | Warning | Delivered, but the empty container return is not confirmed. | Confirm the empty return: mark the Empty returned milestone. |
| 9 | Check call overdue | Warning | The box is picked up, not delivered, and nobody has logged a check call within your company's interval (default 4 hours). | Log a check call. |
| 10 | Missing documents | Warning | Paperwork the load should have by now is not on file. See below. | Generate or attach the missing document. |
"Closed" loads (Delivered - Awaiting Paperwork, Ready for Billing, Invoiced, Paid, Cancelled) do not raise the operational exceptions. Missing documents and overdue receivables still apply to them, because that is exactly when they matter.
A load with no carrier and no clock running yet is not an exception. It shows as Uncovered on the load only.
What counts as missing paperwork
| Document | Due when | On file when |
|---|---|---|
| Rate confirmation | A carrier is assigned and the load is past planning | A rate confirmation or carrier confirmation has been generated |
| Delivery order or BOL | The box is picked up or delivered | A delivery order is generated, or a Paperwork file is attached |
| Proof of delivery | The load is delivered | A POD file is attached |
| Customer invoice | The load is ready to bill or invoiced | An invoice number exists, or a customer invoice is generated |
Paid and cancelled loads are never flagged for paperwork.
What you see
Summary
| Reading | Counts |
|---|---|
| Hard blocks | Critical exceptions. Freight is stopped or money is accruing today. |
| Warnings | Each becomes a hard block if it is left. |
| Handled | Exceptions that have been assigned, snoozed or resolved. |
| By type | A chart of exceptions per type. |
The header shows the total, for example 14 across 9 loads.
Carrier cover
Above the load exceptions is a short list of carriers whose insurance is the problem: no certificate on file, lapsed (critical), or expiring within 30 days (warning). Carriers holding the most open loads come first. Each row opens the carrier record, where the certificate is replaced. One lapsed certificate blocks every container that carrier holds (R1).
Groups
Exceptions are grouped under Hard blocks and Warnings, one card per type, in the order of the table above. Inside a group, the loads with the highest overall risk come first. Each row shows the container, load, customer, agent, the short label (such as LFD +3d), the detail, and the fix.
When there is nothing to do you see All clear.
Work an exception
Assign, snooze and resolve save as soon as you choose them.
Assign
Press Assign and pick a person. They are notified (unless it is you). The button then shows their name. Choose nobody to unassign.Snooze
Press Snooze and pick Tomorrow, In 3 days or Next week. The row shows Snoozed until…. Clearing the snooze brings it back.Resolve
Press Resolve when it is handled. The row shows Resolved. Undo reopens it.
Each action is written to the audit log with what it was before and after.
Who sees what
- You see exceptions only for loads you can see. A sales agent sees their own loads only (R9).
- The dashboard's Needs attention list hides overdue-receivable exceptions from people who cannot see Receivables.