News Release
McLeod Software Releases New Responsibility Filtering Module
Advanced filtering capabilities provide LoadMaster® IX and PowerBroker™ II customers
an effective way to restrict access to operational data and improve historical reporting
Birmingham, Alabama – July 30, 2009 –– McLeod Software today announced the availability of its
new Responsibility Filtering Module, developed to function with the company’s 9.2 versions of LoadMaster® IX
and PowerBroker™ II released in April 2009. The new module enables
customers to effectively restrict user access to operational data and assign business
unit responsibility based on their company’s unique hierarchal structure.
The new module answers the critical need by brokers and carriers with brokerage operations who
use outside agents to provide them with full LoadMaster or PowerBroker functionality while
restricting agent access to their assigned orders and movements. This is done by assigning a
primary code determined by level of responsibility to data elements such as agents, users,
drivers, customers, locations and tractors. The responsibility assignment limits users to certain
menu options, and within those screens only their orders, locations and customers can be
accessed. Order responsibility is assigned at order entry and movement responsibility at the time
of pre-assignment or dispatch of equipment.
Another important application for the Responsibility Filtering Module is for larger companies
with dedicated or separate business units that need to restrict user access to orders and
movements for which they are responsible. The module allows customers to assign up to five
levels of company hierarchal structure to users, customers, carriers, locations, drivers, tractors
and trailers. For example, an administrator can assign multiple location responsibility (for
different company hierarchal levels, such as terminal, region, division) to an operations manager
while assigning a particular terminal only to a restricted-access user like a dispatcher who works
for a dedicated operation at that location.
“Our new Responsibility Filtering Module has been designed to give customers a flexible and
powerful method to segregate or limit the data housed within their transportation management
software and make it accessible to their various users, agents and customers as appropriate,” said
Tom McLeod, President and CEO of McLeod Software. “For example, carriers working with
owner-operators owning multiple assets can now allow them to view the activity of their own
trucks using the full functionality of the LoadMaster/PowerBroker applications without also
allowing them access to customers or other sensitive company information in the base system.”
The module also offers new reporting capabilities. Responsibility filtering makes it easy to
maintain a historical record of the business unit responsible for revenues regardless of how the
organization’s structure may change in the future. The location, user, etc. responsibility
designations are captured on each order and movement so that company structure changes will
not alter reporting down the road. Users can receive reports based on their responsibility
assignments, such as those related to a particular terminal for a terminal manager. The module
provides an efficient way to deliver various types of reports that are crucial to both a customer’s
daily business and their historical recordkeeping without creating data overload for users or
compromising proprietary information.
The data criteria for LoadMaster’s and PowerBroker’s most popular reports has been extended to
include the responsibility codes, making available several new, useful Responsibility Reports:
Available Orders, Tractor Location, Tractor Revenue, Driver Revenue, Unbilled Orders, Trailer
Location, Customer Revenue, Brokerage Revenue, Brokerage Operations and Aged Accounts
Receivable.
About McLeod Software
McLeod Software is a leading provider of transportation dispatch, accounting, operations and
brokerage management software, and document management systems. Specifically developed
for the trucking industry, McLeod’s advanced management solutions and services enable
transportation companies to increase their efficiencies while reducing costs. McLeod Software's
integrated, best-in-class software products include LoadMaster IX, PowerBroker II,
DocumentPower™ Enterprise, HirePower™ and the newly acquired iLENSTM product line.
Founded in 1985 and headquartered in Birmingham, Alabama, the company serves primarily
truckload carriers and brokers throughout North America. For more information, contact
McLeod Software toll free at 877-362-5363 or visit www.McLeodSoftware.com.
Media Contact:
Mark Stephens
Director of Special Events
McLeod Software
205-823-5100 tel.
205-823-0000 fax
Mark.Stephens@McLeodSoftware.com