Rename a Load Status in Load Manager
Rename a Load Status in Load Manager
Before You Use This Article
- Access needed: Load Manager login and permission to use this screen, report, setting, or workflow.
- Use this article when: you are creating, updating, dispatching, documenting, importing, exporting, or tracking a load in Load Manager.
- Use a different article when: you need the company-specific dispatch document instead; brokers should use Rate Confirmation Layout and Features, dispatch services should use Dispatch Report Overview for Dispatch Services, and trucking companies should use Dispatch Report Overview for Carriers and Trucking Companies. For full setup order, start with Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services.
Yes. You can rename the customer-facing description of a load status in Load Manager. For example, you can change Loaded/Unloaded to Loaded, change Paid to Customer Paid, or use another status name that matches your workflow.
Renaming a status changes how the status appears to users. It does not change the underlying status type that Load Manager uses behind the scenes for workflow, reports, permissions, mobile app settings, and automation.
Before You Rename a Status
Before changing a status name, decide whether you only need a clearer label or whether you need a new workflow status.
- Use the Description field when you want to rename how an existing status appears.
- Use Add New when you need a separate status in the workflow.
- Review any status-related settings before changing heavily used statuses, especially filters, driver mobile updates, customer portal visibility, geofencing, and status update emails.
Rename an Existing Load Status
- Go to Settings > Load Status.
- Find the load status you want to rename.
- In the Description field, enter the name you want users to see.
- Review the other settings for that status, such as color, active/inactive status, filters, mobile app access, and email settings.
- Click Save.
After saving, the new description is used anywhere Load Manager displays that status to users, including load screens and load lists.
Example
If your team does not use the wording Loaded/Unloaded, you can rename that status description to Loaded. The status still stays in the same place in the workflow, but users see the simpler name on their load screens and load lists.
When to Add a New Status Instead
Add a new status when the new name represents a separate stage in your workflow. For example, if your team needs a status called Received in addition to your existing statuses, create a new status instead of renaming an existing one.
When adding a new status, review the same settings you would review for any existing status:
- Whether the status is active.
- Whether it appears in My Loads or All Loads filters.
- Whether it is available in the Driver Web Mobile App.
- Whether it should show in the Customer Portal.
- Whether it should send automatic load status update emails.
- Whether it should be included in custom status order.
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