How to use Qualification Settings when posting shipments

2 minute to read

Qualification Settings (QS) allow broker admins to control which carriers can see shipment details.

• Carriers who meet QS will see the full posting.
• Carriers who do not meet QS will see a redacted version.

Create and apply Qualification Settings

Admins can create and manage Qualification Settings, which can then be applied across the DAT ecosystem by all users on the account.

1. Go to Account > Qualification Settings from the left navigation.
2. Set up your Qualification Settings.

Safety Rating Exclusions:

• Exclude carriers with a Conditional safety rating
• Exclude carriers with an Unsatisfactory safety rating

Authority Filters:

• Set a minimum age of authority (e.g., 90 days, 6 months, 1 year, 2 years)

Insurance:

• Set a minimum Auto liability (BIPD): Bodily Injury and Property Damage.
• Set a minimum Cargo insurance: Coverage for the goods being hauled.

ELD Integration:

• Require carriers to have ELD (Electronic Logging Devices) integration.

3. Select Post a Shipment.
4. Complete the shipment form.
5. Under Select Your Audience, confirm Apply Qualification Settings is toggled on (default).

Carriers who meet the requirements will see the unredacted post; others will see a redacted version.

Rules & Exceptions:

• If your Account Admin (with Full, Corporate Full, or Corporate Change Authority) has not set up Qualification Settings, the option to apply them will not be available when posting a shipment. In this case, all carriers will see the full, unredacted load post.

• When posting a shipment, the user can toggle the “ Apply Qualification Settings” on or off.

• When posting a shipment to a Private Network, Qualification Settings are automatically disabled. All carriers in the Private Network see the full posting.

• Qualification Settings will apply automatically to all shipments posted via API or in a bulk post when Qualification Settings are set, except for Private Network Shipments.

• When editing an existing shipment, users can toggle the “ Apply Qualification Settings” on or off at any time.