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  3. Evidence and review
Feature · Evidence and review

Evidence and review

Keep load documents and independent decisions available for the next handoff.

OverviewEvidence Attachments
Freight Brokerage Platform · Evidence and review

Evidence Attachments

Record attachments

New
ParentTitleEvidence typeVisibilityFileUploaded at
LDS-63094Internal ra-668ET-537InternalFLE-24410 Oct
LDS-22057Shared ra-940ET-534SharedFLE-55704 Oct
LDS-35337Internal ra-918ET-991InternalFLE-91104 Oct
LDS-53904Shared ra-131ET-142SharedFLE-50615 Oct
LDS-51902Internal ra-867ET-125InternalFLE-69318 Oct
6 of 6 records
Internal ra-668Record attachments · RA-86215
Internal
ParentLDS-63094
Evidence typeET-537
FileFLE-244
Uploaded at10 Oct
Example screen with sample data

What you can do

Let the next person inspect the decision

A load can pass between dispatchers, a supervisor and the person checking delivery evidence. Attachments keep a document title, evidence type and uploaded file with the parent load. The uploader and visibility setting help the team understand who supplied the material and how it should be handled. Choose titles that distinguish carrier authority support from delivery proof.

Review decisions retain the parent load, source revision and reviewer, together with a reason. Read those details before relying on a prior approval. A decision for an earlier load revision needs to be interpreted in its original context when the stop plan or carrier offer has changed since the review.

How the work is organized

  • Load evidence. The Dispatcher attaches the file or supporting material used for the next operational step. Check its title, evidence type and parent load before handing over the work.
  • Visibility choice. Internal and Shared distinguish the intended handling of evidence. Configure access and any external delivery procedure so the document reaches only the people intended to receive it.
  • Reviewer judgment. The Transport Supervisor records an independent Approve, Reject or Return decision through guarded actions. The reason explains what supported the judgment or what the Dispatcher must address next.

What to agree during setup

Agree which evidence types the team uses for carrier eligibility, award support and delivery proof. Decide who checks that an attachment contains the material its title describes. A meaningful title does not replace opening the file and confirming that it belongs to the intended load.

Configure the reviewer identity and organization scope before the first award decision. Rehearse independence from the load owner and agree how the source revision is checked when a submitted offer is reviewed. Define which material may be Shared and how a customer or carrier receives it through the chosen connection. Test that arrangement using normal accounts before sending sensitive internal material outside the team.

Check the handoff on an actual case

Attach carrier authority support to the cross-dock load and give it a title the supervisor can recognize. The Dispatcher checks the parent load and visibility. The Transport Supervisor opens the material, identifies the submitted offer and records a decision against the intended load revision under the award procedure.

Ask Auditor to read the authorized decision and explain the source revision and reason without changing the record. Then rehearse an attachment with an unhelpful title or missing file content and resolve it before relying on it as evidence. Finally, record delivery proof against the load and check that a colleague can distinguish that material from the earlier award support when reviewing the movement history.

What your team sees

  • Evidence Attachments — Find load documents and check their visibility and uploader.
  • Review Decisions Default List — Read the reviewer, source revision and reason for each decision.

Follow the work through

Use carrier offer review and award and follow uncertain outcomes through exceptions and reconciliation.

What it keeps track of

Data model
Record attachments
Evidence files attached to loads with visibility and evidence type
Review decisions
Independent approval, rejection or return decisions on a source revision
Loads
Freight loads from pickup to delivery with promised windows, freight value and lifecycle
Team members
Staff membership linking platform users to organizations with operational roles
Carrier offers
Carrier rate offers raised against a Loads parent: offered rate, carrier, validity and the independent review decision that authorizes award.
Operation receipts
Idempotent operation receipts recording executed or failed actions with stable keys

Who uses it

Permissions
Dispatcher
, Transport Supervisor, Auditor, App Administrator.
Auditor
Reads authorized evidence; App Administrator supports membership setup without acquiring approval authority.

Set up Freight Brokerage Platform your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started