Account Settings
|
Field |
Description |
|---|---|
|
Account Settings |
|
|
Account Id |
Here enter the account id. Click here for information on how to use the record Id field. |
|
Description |
Enter a description for this account. |
|
API Key |
Enter the API Key here. |
|
Processing user |
Enter the Ditat user that should be used to enter the data. |
|
Notify group |
Select which Ditat user group should receive Highway notifications. |
|
Options |
|
|
Carrier Id pattern |
Select the format that should be used when creating the carrier Id. |
|
Carrier type |
Choose if carriers should be added as a Carrier or Lessor. (Carrier would be for brokerage, Lessor for owner-operators) |
|
Pay company |
Select which of your companies will be the pay company. |
|
Pay plan |
Specify a pay plan here if you would like new carriers to be set up with this pay plan attached. |
|
Trip assessment validation |
Any will allow a carrier with full pass, partial pass or no pass on a trip. Pass will require the carrier to have full pass to be used. Partial Pass will allow for partial pass status. |
|
Trip connection status validation |
Any will allow a carrier with any Highway onboarded status on a trip. Onboarded will require the carrier be onboarded in Highway. Needs to be onboarded but can remain active will allow the carrier to stay active but not use on a trip. |
|
W8 document folder |
Select which document management folder the W8 should be applied to. |
|
W8 handling |
Select how the W8 should be handled. |
|
W9 document folder |
Select which document management folder the W9 should be applied to. |
|
W9 handling |
Select how the W9 should be handled. |
|
Other forms document folder |
Select which document management folder the Other forms should be applied to. |
|
Other forms handling |
Select how the Other forms should be handled. |
|
Carrier packet folder |
Select which document management folder the carrier packet document should be applied to. |
|
Carrier packet handling |
Select how the carrier packet should be handled. |
|
Existing carrier info handling |
Select how the existing carrier information should be handled. |
|
Insurance certificate folder |
Select which document management folder the Insurance Certificate document should be applied to. |
|
Insurance info handling |
Select how insurance information should be handled. |
|
Disable expired insurance |
Check this box if you would like the system to disable expired insurance policies. |
The Highway integration links carriers based on the DOT number, if you have a carrier with that was added with the wrong DOT number that carrier will not be updated through the Highway integration.