Set Up CSA Data by Adding a DOT Number

Purpose

This article explains how to enter a company's DOT Number in Encompass so that FMCSA CSA data can be pulled into the Analytics tab, and the required step of contacting the Support Team to initiate the data sync.

When to Use This Article

• When you want to set up CSA data integration in Encompass
• When help is required adding their DOT Number to Encompass
• When CSA data is not appearing in the Analytics tab

Steps to Follow

1. CSA data is found in the Analytics tab on the left side navigation bar.

   

2. To add the DOT Number, click the arrow in the upper right corner and select Settings.

   

3. Click Company DOT Numbers under Company Info.

   Note: If the account is a virtual setup, you must be logged into the top Company Level to manage DOT Numbers. The link will not appear if you are not at the top Company Level.

   

4. Click the Add New button from the flyout on the right.

   

5. Enter the DOT Number in the field provided and click Save.

   

6. After saving the DOT Number, you will need to assign it to a company level by clicking the "Assign" tag.
   
7. Select the company you would like to assign this DOT number to and Save. If it is unable to be checked, a DOT number is already assigned.
   
8. Once this is complete, contact the Support Team at 1-800-327-1342 or email [e-mail] so the CSA data sync can be initiated. Be sure to include Request for CSA data in the subject line of the email and the Company Name and DOT number in the body. 

What Not to Do / Common Pitfalls

• Do not assume CSA data will appear automatically after entering the DOT Number — you must contact the Support Team to initiate the sync.
• Do not attempt to add DOT Numbers from a sub-level in a virtual account setup — you must be at the top Company Level.

Escalation Path

• If CSA data does not appear after the DOT Number is confirmed, contact support at 1-800-327-1342 for further investigation.