PBW Operations
The icon to add a new order can be found here
What is the toolbox section?
True or False: Carriers can be searched by MC number
What is true?
Version range covered in the release notes
What is 23.1 - 25.1?
Where do you find dispatch reports?
What is under the dispatch tab?
This is the application used for MFA
What is Authenticator?
This icon allows a user to easily release an order to billing
What is the Rocket icon?
Within the carrier tab, this visual immediately notifies a user if the carrier is qualified
What is the green check mark or red exclamation point over the qualifications ribbon icon?
This portal allows users to vote and add new ideas
What is McLeod Ideas Portal?
Reports can be exported in these two formats
What are Excel or pdf?
True or false: Users must be on the VPN to access PBW
What is false?
This template name is the default for Rate Confirmations sent to carriers
What is eRate?
True or False: Qualified carriers can be marked as inactive
What is true?
The eLearning portal is located here
What is in the Help section?
In dispatch reports, name the two main categories
Hint: starts with "R"
What are Revenue Reports and Responsibility Reports?
The light bulb icon brings a user to this screen
(Can give 1 of 5 options)
What is the McLeod Ideas Portal?
In the brokerage planning screen this icon allows a user to add a new brokerage planning profile
What is the plus sign which is found in the column with the planning board profiles?
TopMatch carrier information feature provides this
What is visibility to the best carrier matches based on preconfigured criteria?
These two places allow a user to add a quote
What is the quote icon in the Toolbox and the Quotes option in Dispatch?
Customer history report can be found here
What is in Accounts Receivable Reports?
True or False: A user's PBW username requires their email
What is false?
The MAT team is working on this feature in PBW
What is Find Near Locations?
In the default carrier qualification profile, name of 1 qualification item of the 5 required?
What is insurance expiration dates, contract, DOT safety rating, insurance amounts, or carrier credit?
The pie chart icon in the Toolbox takes you to which module?
What is MPact?
These are the two most important Accounts Receivable reports
What are Aged Accounts Receivable and Unbilled Orders?
This new partner integration is introduced in PBW LTL
What is SMC3?