CARRIER PERFORMANCE MONITORING & EVALUATION PROCESS

Created by ChecklistGuro (https://checklistguro.com)

[ ] Fetch Carrier Master Data: Retrieve all active carrier profiles from the Carrier Data Model to establish the scope of evaluation.
[ ] Fetch Recent Shipment Logs: Retrieve all shipment records associated with the carriers for the current evaluation period.
[ ] Calculate Average On-Time Delivery (OTD) Rate: Calculate the percentage of shipments delivered on or before the promised date per carrier.
[ ] Calculate Average Damage Rate: Calculate the frequency of cargo damage claims relative to total shipments handled.
[ ] Calculate Average Cost per Mile/Unit: Aggregate total freight spend divided by total volume to determine cost efficiency.
[ ] Calculate Carrier Scorecard Index: Apply a weighted formula combining OTD, Damage Rate, and Cost metrics into a single performance score (0-100).
[ ] Update Carrier Performance Score: Update the 'Current Score' field in the Carrier Data Model with the newly calculated index.
[ ] Create Evaluation Report Entry: Generate a new record in the Performance Evaluation Data Model representing this period's audit.
[ ] Assign Quality Audit Task: Create a task for the Logistics Manager if a carrier's score falls below a predefined threshold (e.g., < 70).
[ ] Assign Monthly Review Task: Create a recurring task for the Procurement Team to review all high-performing carriers for contract renewal.
[ ] Notify Carriers of Low Performance: Send an automated email to the carrier's contact person detailing their recent performance gaps and required corrective actions.
[ ] Send Monthly Performance Summary: Send a summary report of all carrier evaluations to the Supply Chain Director.
[ ] Generate Carrier Comparison Report: Create a visual report comparing all carriers side-by-side based on the aggregated metrics.
[ ] Update Carrier Status: Change carrier status to 'Under Review' or 'Probation' based on the evaluation outcome.
[ ] Clean Up Temporary Calculation Logs: Delete transient data entries used during the calculation phase to maintain data model hygiene.

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