Module 04 · 4 chapters
Set up HiVAM around your business
Your first resources, clean masters, migration and a real first job.
For Owner & founder, System administrator, Booking & dispatch · Reviewed
Work through the module.
- 01
Set up only what your first real job needs
Configure HiVAM for FTL, PTL or hybrid work with minimal required resources and an evidence-based first-job checklist.
- Choose a setup path for the actual business model.
- Create the smallest complete first-job resource set.
- Verify saved records instead of relying on checklist ticks.
- 02
Build clean customer, location, goods and resource masters
Design stable party identities, addresses, units and duplicates before importing transport master data.
- Distinguish party identity from roles and addresses.
- Choose explicit quantity and dimension units.
- Review duplicates without losing history.
- 03
Migrate records without losing custody or financial balances
Plan transport data imports, opening balances, in-flight jobs and reconciliation before switching systems.
- Separate masters, history and active obligations.
- Reconcile custody and balances at cutover.
- Prepare rollback and staff training.
- 04
Test permissions, trial access and your first useful AI question
Use a restricted account and evidence-linked AI question to verify HiVAM access without confusing trial rights with roles.
- Test the intersection of role and entitlement.
- Verify an AI answer against source records.
- Plan a trial review without threats or surprise data loss.