đ„ Video walkthrough: watch this step on YouTube. A short recorded demo of exactly these steps.
This article walks you through creating, viewing, and resolving alerts on shipments. Alerts are flags that surface potential issues on a load - they include a type, a severity level, and a description so your team can prioritize and act quickly.
Table of contents
Alerts vs. notes vs. check calls:
Alerts - flagged issues that need attention, with severity levels (Low, Major, Critical)
Notes - free-form internal commentary
Check calls - structured records of conversations with the driver
From a shipment - open any shipment and click the Alerts tab at the top of the record. This shows only the alerts for that specific load.
From the Alerts dashboard - click Tools in the left nav and select Alerts. This shows every alert across all your shipments in one view so you can monitor and manage at scale without opening loads one by one.
The Alerts dashboard (Tools â Alerts) gives you a full cross-shipment view of every alert on your book.
Columns include:
Column | What it shows |
ID | Alert ID - click the arrow to open the linked shipment |
Type | Alert category (Breakdown, Detention, Accounting, General, etc.) |
Severity | Major, Minor, or Low |
Source | How the alert was created (Manual or system-generated) |
Auto-resolve date | Date the alert will automatically resolve, if set |
Created by | Who created the alert |
Created at | When the alert was created |
Updated by | Who last updated the alert |
Updated at | When the alert was last updated |
Resolved by | Who resolved the alert (blank if unresolved) |
Resolved at | When the alert was resolved (blank if unresolved) |
Use the Search and filter bar to narrow by severity, type, date, or resolution status.
Click any alert row to open the alert detail view - where you can see the full details, the linked shipment, and add notes for your team.
Click New alert in the top right to create a new alert directly from the Alerts dashboard.
Creating an alert on a shipment
Open the shipment and click the Alerts tab. Click New alert and fill in:
Type - Breakdown, Detention, Accounting, General, or other available types (verify full list)
Severity - Major, Minor, or Low
Description - what's happening and any relevant details
Auto-resolve date - optional; the date the alert should automatically close if not manually resolved first
Save the alert. Anyone watching the shipment will receive a notification. See How to watch a shipment in polt.ai.
Major and Critical alerts surface on the broker dashboard. The Needs attention card on your Dashboard counts all unresolved Major and Critical alerts across your book. Click the card to jump directly to those shipments. See How to use the broker dashboard.
Resolving an alert
From either the shipment's Alerts tab or the Alerts dashboard, click the ... menu on the alert row and select Resolve. Enter a reason for the resolution before confirming.
The alert is marked resolved and the Resolved by and Resolved at fields are populated.
Unresolving an alert
If an alert was resolved by mistake or the issue has reopened, you can unresolve it. Click the ... menu on the resolved alert and select Unresolve. The alert returns to an unresolved state and reappears in active alert views.
Severity | When to use it |
Major | Significant issue requiring immediate attention - surfaces on the broker dashboard Needs attention count |
Minor | Notable issue that needs monitoring but isn't urgent |
Low | Informational flag - low urgency, no immediate action needed |
Important: polt.ai generates alerts automatically for common scenarios like pickup or delivery delays, driver cancellations, and overdue invoices. You don't need to create these manually - they'll appear on affected shipments on their own.