This guide explains how to manage submitted, incoming, and escalated transfer requests in Loading Authority (OT‑57). You can verify, resend, escalate, approve, reject, or close requests depending on your role.
Steps to Manage Transfer Requests
- Select “Manage Requests” > “Transfer Requests” from the menu bar.
- In the left panel, choose one of the available sections:
• “Submitted Requests” to manage requests your company submitted.
• “Incoming Requests” to manage requests requiring your action.
• “Owner Management” for equipment owners to manage escalated requests. - Select a status tab: “Pending”, “Escalated”, or “Closed”.
- Select one or more pieces of equipment by clicking the checkbox in the first column.
- Take an action based on the section and status:
• “Verify Request” to validate a submitted request and prevent automatic rejection.
• “Resend” to send a reminder notice to the Grantor.
• “Escalate” to escalate a submitted request to the Equipment Owner.
• “Cancel Request” to cancel a submitted request.
• “Acknowledge” (Incoming Requests) and choose a “Comment” explaining the delay.
• “Approve” to approve the movement of equipment.
• “Reject” to reject the movement and select a “Comment” explaining the rejection. - For escalated requests under “Owner Management”, select “Approve” or “Reject” to complete the equipment owner action.
- Use table tools as needed:
• Select “Expand/Collapse All” to show or hide details.
• Select a column title to sort.
• Select “Download to CSV” to export results.
• Apply filters from the column filter menus and select “Clear Filters” to reset.