Exception Prediction: Catch Shipment Risks Early

Use Exception Prediction in Workflow Automation to catch missing dates, PODs, tracking gaps, and temperature issues before they become problems.

What this does

Exception Prediction is a set of Workflow Automation triggers and filters that automatically spot at-risk shipments — like a missing appointment date, a POD that was never uploaded, a stalled tracker, or a refrigerated load drifting out of temperature — and fire an alert or assignment so the right person fixes it before delivery fails.

• Surfaces incomplete or risky shipments proactively, instead of finding out late from a support ticket or a missed delivery.
• Automates triage: alerts and assignments route exceptions to the right team or person with no manual monitoring.
• Improves operational consistency on appointments, PODs, and tracking, and supports temperature-sensitive (reefer) freight.
• Helps reduce missed deliveries, late shipments, and customer escalations.

User Guide

Before you start — what you need first

• You need access to the LSP tab to create or edit workflows. Exception Prediction is built from the same triggers, filters, and actions as any other workflow.
• Decide what risk you want to catch (missing date, missing POD, no check call, temperature deviation, canceled tracking) and who should receive the alert or assignment.
• For temperature filters, the load must be a refrigerated shipment with the relevant temperature values reported through tracking. [ASSUMPTION — confirm exact reefer/tracking prerequisites with your implementation team.]

How to build an Exception Prediction workflow

Where to go: LSP tab → Workflow Automation → Add New Workflow.

• Give the workflow a title and choose a trigger (the event that starts it) — for example, Shipment Update, Shipment Status Updated, or Shipment Location Update.
• Choose the organization the workflow applies to and save. The workflow starts in an inactive state.
• Add one or more filters to narrow it to the shipments you care about, then add at least one action (an alert or an assignment).
• Activate the workflow once an action is in place.

How to alert on a missing pickup or delivery date

Where to go: LSP tab → Workflow Automation → your workflow → Filters.

• Use a date filter set to Not Entered. It matches when the selected date field is empty and skips the shipment when any date is present.
• Common pairing: a Shipment Update trigger plus an Appointment Delivery accessorial and Delivery Date = Not Entered, with an alert such as “Appointment Not Found” and an assignment to your scheduler.

How to require a POD after delivery

Where to go: LSP tab → Workflow Automation → your workflow → Filters.

• Use the Reference Number “Not Entered” filter on a reference type such as POD. It matches when that reference is empty.
• Common pairing: a status change to Delivered plus Reference Number (POD) = Not Entered, with a “POD Required” alert and an assignment to chase the document. The alert resolves once the POD reference number is added.

How to catch stalled tracking and canceled trackers

Where to go: LSP tab → Workflow Automation → your workflow → Triggers and Filters.

• Use the Last Location Update (in hours) filter to flag shipments with no location update in X hours — useful for missing check calls or stalled tracking.
• Use the Driver Tracking Canceled trigger to catch when a driver closes or cancels the tracking app, then alert or reassign for follow-up.

How to monitor temperature on refrigerated loads

Where to go: LSP tab → Workflow Automation → your workflow → Triggers and Filters.

• The Temperature Reported trigger fires whenever a temperature value comes in; the Shipment Location Update trigger also drives the temperature filters.
• Filter on Current Temperature Updated or Not Updated to react to fresh readings or missing ones.
• Filter on Current Temperature Outside Min/Max or Current vs Desired Temperature to alert when a reading falls outside your defined range.

Tips & best practices

• We recommend starting with one risk and one clear action, then expanding — a workflow that alerts on everything is hard to act on.
• Pair each exception with an assignment to a named person or team so nothing sits unowned.
• Some triggers only work with specific filters; the system warns you if there’s a mismatch. Adjust the pairing if you see that message.
• For temperature filters, confirm your min/max and desired ranges before activating so the workflow doesn’t over- or under-fire.

Frequently asked questions

What is Exception Prediction in Workflow Automation?

It is a group of triggers and filters that detect at-risk shipments — missing dates, missing PODs, tracking gaps, canceled trackers, and temperature deviations — and automatically run an alert or assignment so the issue is handled before delivery is affected.

How is “Not Entered” different from a normal date or reference filter?

“Not Entered” matches when the field is empty, so it catches what’s missing rather than what a value is — ideal for finding shipments that lack an appointment date or a POD.

Can I use this for refrigerated freight?

Yes. Temperature triggers and filters let you alert when a reading is missing, newly updated, or outside your min/max or desired range.

Does the Missing POD alert clear on its own?

The Missing POD alert is resolved once the POD reference number is added to the shipment.

If something doesn’t work

• If a workflow won’t activate, confirm it has at least one action — the Activate button only appears once an action is added.
• If the system flags a trigger/filter mismatch, change the filter to one compatible with your trigger.
• If a temperature workflow isn’t firing, confirm the load is reporting temperature through tracking and that your min/max or desired range is set correctly.
• If exceptions still aren’t being caught after checking the above, contact TAI Support at support@taisoftware.com.

To learn more, see How to create a workflow.

Applies to: Workflow Automation (Exception Prediction) · Last updated: 2026-06-16

Suggested category: Workflow Automation (Filters)

Suggested tags / search keywords: exception prediction, workflow automation, missing POD, last location update, temperature monitoring, reefer alerts