Change Log

Record of all updates to the Universal Knowledge Base. Entries flagged 👤 when a human reviewed/approved or contributed directly to the change.

2026-05-16 (Part 3) 👤 Casey McGaughey + Hermes Agent

Systems consolidation, insurance update, and cleanup:

Microsoft Systems Consolidation — Removed Microsoft-Forms and Adobe-Acrobat-Pro as standalone system pages (noise reduction). Consolidated Microsoft-365-Outlook + SharePoint-OneDrive → single Microsoft-365 page. Updated all wikilinks across ~25 files (process steps, system pages, vendor contacts, home page, frontmatter tags).
Insurance Update — Updated Insurance Authority page with new COI binder (5.6.26): Policy GTUL002713-00, insurer Hudson Excess Insurance Company, producer GTU Inc., effective 05/06/2026–05/06/2027. Added Contingent Auto Liability ( $1 M /$ 5K deductible) and deductible details to all coverages. Updated Vendor Contacts insurance section.
Seat Title Fix — Renamed Executive-Leadership seat → President across all references (Entities, People, Team Directory, Scorecard, Quarterly Rocks, home page). Archived absorbed seats (Ops-Manager, Logistics-Coordinator, Carrier-Relationships-Manager) with status: archived.
Team Directory Cleanup — Removed fraud reference from usage rules. Added Inbox Monitoring Standard table (all inboxes daily, backup coverage defined).
Email-Routing Fix — Updated dispatch routing reference to “Carrier Relationships Lead (hiring) — Nick interim.” Softened fraud language in Current State to “incident.”
Departed People Archived — Added draft: true to James, Jen, and Stevan person pages to remove from sidebar navigation.

All changes reviewed and approved by Casey before writing.

Seat restructuring — consolidated three departed seats into Carrier Relationships Lead:

New Seat — Created Carrier-Relationships-Lead.md (based on Stevan’s old seat). Actively hiring. Owns carrier network development, load execution, document closing, carrier relations, and capacity building.
Absorbed Seats — Ops Manager, Logistics Coordinator, and Carrier Relationships Manager seats marked as “Absorbed by Carrier Relationships Lead (hiring).” Retained for reference but not separately recruited.
Accountability Chart — Replaced “Director of Operations — VACANT” with “Carrier Relationships Lead — HIRING” section. Added Nick’s interim ops oversight and Casey’s Price Desk assistance.
Scorecard — Updated “Director of Operations — VACANT” to “Carrier Relationships Lead — HIRING” with consolidated focus areas.
Quarterly Rocks — Updated departure note to reflect all three departures and consolidation.
Team Directory — Added Carrier Relationships Lead as “Hiring” row. Updated interim coverage note. Changed Casey’s title to President.
Home Page — Updated to “5 seats (4 filled).” Added interim coverage banner. Added Carrier Relationships Lead to seats list.
Phase 2 & 3 Indexes — Updated primary owner from “Vacant — Ops Manager” to “Vacant — Carrier Relationships Lead (hiring).” Updated interim coverage notes.
Price Desk — Noted as roadmap item for agent automation, not a hired seat. Casey assists Nick until agent is built.

Major session — multiple sections created, renamed, and cross-referenced:

EZ-Loader Bleed Cleanup — Renamed 7 files from EZ-Loader → MVMNT, updated ~50 wikilinks, removed “historical reasons” callouts, scrubbed DECISIONS.md
Contacts & Communications — Created new section (Contacts-and-Communications/) with 6 pages: Team Directory, Email Routing, Insurance & Authority, ACH & Remittance, Vendor Contacts. Updated 18 system pages with vendor support blocks and “Last verified” dates. Deleted Apple-Pages.md (noise capture). Consolidated M365 pages deferred
EOS Integration — Created EOS/ section with 7 pages: Index, Vision-Traction, Accountability Chart, Scorecard, Quarterly Rocks, L10 Meeting, Issues. Scrubbed individual performance data per standing policy. Updated DECISIONS.md with HR sensitivity rule
Brand Guide — Created Brand-Guide.md from brand guidelines PDF. Expanded service language beyond cold chain. Added logo placeholder and visual identity reference

All changes reviewed and approved by Casey before writing.