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Editing Transport Contact Information in LoadIQ

This SOP outlines the steps required to edit existing transport contact information in the LoadIQ system. Note: In order to edit Transport companies, you must be an Administrator or Scheduler.

Key Steps

Step 1: Access Contacts

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  • Navigate to the Contacts section in LoadIQ. It is below the search bar.

Step 2: Expand Transport List 

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  • Find the option to expand the transport list.

  • Click to view all available transport companies.

Step 3: Select Transport Company to Edit

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  • Identify the specific Transport company whose information needs to be edited.

  • Click on the Transport company's name to access their details.

Step 4: Edit Transport Company Information

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  • Change the necessary information (e.g., update contact name and email address).

  • Ensure all required fields are filled out correctly.

Step 5: Save Changes

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  • Click the “Save” button to apply the changes.

  • Confirm that the information has been updated successfully.

Cautionary Notes

  • Always double-check the information before saving to avoid errors.

  • Ensure you have the necessary permissions to edit client information.

Tips for Efficiency

  • Familiarize yourself with the layout of the contact section to speed up navigation.