Skip to main content

Daily Checklists

Uploaders​

  • Pick the right template for the file's shape - export it from Template Manager if you have not already.
  • Clear every red cell; glance over the ambers.
  • Resolve or Mark OK any duplicate rows.
  • Push All Records, then watch Upload Manager.
  • When it reaches Validated, check the skipped records - those will not reach OTM.
  • Not sure where it is? Open the row's Status Tracker.
  • You are done when the row says Completed and the completion email's numbers match what you expected.
  • Rejected? Read the reason. Revalidate if OTM was fixed, Reprocess or re-upload if the file was wrong.

Approvers​

  • Open Upload Manager and pick a Validated row.
  • Read the skipped records attached to the approval email - the text file groups them by reason.
  • Open View Source: read the file and its flagged rows, and check Change History for hand edits.
  • For a rate's full detail - lane, charges, accessorials - open it in Rate Viewer.
  • Tick I've reviewed the data in this file, then Approve with a comment - or Reject with a clear, actionable comment.
  • After approval, follow the load in the row's Status Tracker.

Administrators​

  • Keep the OTM master-data snapshot fresh - a stale snapshot flags valid rows.
  • Check the project's adapter, threshold and business hours on GoRate Setting. If the project uses business hours, confirm the Execution Time.
  • Confirm the Rate Geo action on templates used for large runs. Expire & process modifies rates already in OTM.
  • Check each template's Access panel: assignees, approvers, and who gets which email.
  • Look at any Staged rows left over after the execution time, and any Failed batch lines in the tracker.
  • Watch for repeated skip reasons across uploads - they usually mean master data is missing in OTM.