Setting the owner of loads

The owner of a load (driver/vehicle pairing) is the TransMaS user responsible for managing it. Loads can be filtered by owner in scheduling screens including the Scheduler and Traffic Sheet.

There are three ways to set the owner of a load:

• The user of a manually created load will be its owner.
• A driver's manager will be the owner of any of that driver's auto-scheduled loads.
• Settings within each individual load allow you to set or change its owner.

How to set a default owner of a driver's loads

1. Open the Driver Profile: Go to Settings, select Drivers under Scheduling Settings, and click on the driver whose profile you want to open.

   OR

   Right click on a driver in the scheduling screen and select View Driver Profile

2. In the Personal Tab, look for the Managed by drop down.
3. Select a user
4. Click Update

All future auto-scheduled loads for that driver will now have the selected user as the owner.

How to change owner of an individual load

1. Open the Load View screen. You can reach this screen from a number of places with the most common being:
   • Scheduler Screen, click on the load to view details.
   • Open Orders, click on the assigned driver to view their daily work.
2. Click Owner in top right of box
3. Select email address of correct person
4. Click Update