Dustin Surwill (dsurwill@shield-legal.com)
2024-11-04 15:26:06

Are the following case types for Case Works? Firefighting Foam - Nations - Van/Levinson - Shield Legal Firefighting Foam - Nations - Van - Shield Legal

deleted-U04GZ79CPNG
2024-11-04 15:38:11

Firefighting Foam - Nations - Levinson (TC) - Shield Legal is the only case type we are using with CaseWorks

👍 Dustin Surwill
deleted-U04GZ79CPNG
2024-11-04 15:53:28

Firefighting Foam MED - Nations - Levinson - Nations is where the doctor info is. These questions are now in the intake but will be blank for most clients

👍 Dustin Surwill
deleted-U04GZ79CPNG
2024-11-05 18:30:46

Here are the two templates we need to fill out for CaseWorks

Case Creation Template.xlsx
Medical Provider Template.xlsx
Dustin Surwill (dsurwill@shield-legal.com)
2024-11-05 18:31:03

Thank you

deleted-U04GZ79CPNG
2024-11-05 18:38:23

No problem!

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-20 16:06:30

Starting copy of lr answers between the case types. You said to send the exe to you and Aiden or Edward?

deleted-U04GZ79CPNG
2024-11-20 16:24:54

Aidan. You can send to Edward also, but he will be transitioning to a new team soon, so I don't know how useful it will be for him

👍 Dustin Surwill
deleted-U04GZ79CPNG
2024-11-21 15:06:20

Nations does not require an API set up directly to their system. They said their system doesn't work with APIs

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2024-11-21 15:10:05

Thanks for asking. We should be close to done for CaseWorks

deleted-U04GZ79CPNG
2024-12-04 14:57:41

Where did you want to meet?

deleted-U04GZ79CPNG
2024-12-04 15:00:44

Is this virtual?

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-04 15:02:39

Not virtual. Was driving back from lunch. Will be there soon

deleted-U04GZ79CPNG
2024-12-04 15:02:57

Ok. No worries. I have a 1:45 also

deleted-U04GZ79CPNG
2024-12-04 15:03:05

I will try to eat my lunch in the meantime

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-04 15:05:00

Do you have an extra chair near your desk?

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-17 11:30:16

Can I get that username and password from the account you said I can use?

deleted-U04GZ79CPNG
2024-12-17 11:31:47

Yes. info@smstrial.com SMS123

deleted-U04GZ79CPNG
2024-12-17 11:32:15

I need to log into it every other day or so to send out 5 emails, but it otherwise is not used

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-17 11:32:36

Thank you. I will not change the password

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-17 11:33:13

Does the integration for nations / caseworks need a backfill?

deleted-U04GZ79CPNG
2024-12-17 11:33:41

We can talk to them about that on Thursday and find out

deleted-U04GZ79CPNG
2024-12-17 11:34:15

We sent over some more data on 12/12

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-17 11:34:55

Ashley Fowler said that the integration "looked great". So it should be complete, Daniel says there is only 1 lead in FINAL

deleted-U04GZ79CPNG
2024-12-17 11:35:38

I think a lot are in QA

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-18 11:29:21

Just so you are aware:

image.png
deleted-U04GZ79CPNG
2024-12-18 11:31:19

I know about the contact ID stuff. It is also to help us match up multiple profiles with one identifier

deleted-U04GZ79CPNG
2024-12-18 11:31:32

Thank you for the heads up, though

deleted-U04GZ79CPNG
2024-12-20 15:01:00

Hello! I know you probably have a lot on your plate now, but I wanted to check if there are any updated guidelines on using APIs and what limits we should continue to operate under until further notice. If I should direct this question to someone else, please let me know!

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-02 11:40:25

To manage the group that was created for your team use https://groups.google.com/

deleted-U04GZ79CPNG
2025-01-02 11:56:29

Thanks!

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-09 12:15:03

Can I get a copy of the last report we sent to Meadow for Gaming Addiction?

deleted-U04GZ79CPNG
2025-01-09 13:02:19

Of all clients or just the clients from the previous day?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-09 13:02:42

Nevermind Ahsan forwarded me the report you sent the other day

deleted-U04GZ79CPNG
2025-01-10 17:00:12

Nice job in the meeting! It's not easy being in the hot seat, but you saved the day 🙂

:thank_you: Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-01-13 11:46:49
image.png
Dustin Surwill (dsurwill@shield-legal.com)
2025-01-13 11:47:00

This may be related to the API

deleted-U04GZ79CPNG
2025-01-13 12:03:17

🤷‍♀️ I haven't tried to use that account in over a week

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-13 12:05:34

This started happening Jan 8th. Since I am using it with the LR to DB func, the last update of the DB is Jan 7 10PM

deleted-U04GZ79CPNG
2025-01-13 12:09:47

Hmm, we can change the email address to one we have access to, "Forgot Password" and then change the email address back

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-13 12:28:47

I might be able to change it from the admin panel

deleted-U04GZ79CPNG
2025-01-13 12:31:43

Yeah, that's true. You can just change the password from the account set up

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-13 12:32:10

That did not unlock it

deleted-U04GZ79CPNG
2025-01-13 12:34:44

Maybe it has to go through the forgot password process?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-13 12:37:21

All fixed, new password ISMS1234

deleted-U04GZ79CPNG
2025-01-13 12:38:22

Thank you

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-13 17:11:25

Has your team generated a report for BCL AFFF in the last month? If so can I get a copy?

deleted-U04GZ79CPNG
2025-01-13 17:13:36

Crump ELG?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-13 17:13:53

Yes

deleted-U04GZ79CPNG
2025-01-13 17:14:20

Here is the weekly report from 1/6/25. We have not completed this week's reporting yet because we are focused on Flatirons

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-01-13 17:14:42

Thank you

deleted-U04GZ79CPNG
2025-01-13 17:15:09

No problem. That should be all data through EOD 1/5/25

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-01-23 19:05:29

https://themedialaboratory.slack.com/archives/C089VR2BQP3/p1737426961589399

Aidan Celeste (https://themedialaboratory.slack.com/team/U072JS2NHRQ)
<p>Here's the CSV of the All Data tab you guys:</p>
Original URL: https://themedialaboratory.slack.com/archives/C089VR2BQP3/p1737426961589399
Slack Conversation
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-03 12:49:40

The code found 28 of the 34

output.xlsx
deleted-U04GZ79CPNG
2025-02-03 12:54:18

Nice, thank you. Do you have a list of who was not found?

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-03 13:03:53

Manually created list: Anjela Milling Janice Hudson Linder Yancey Lyonorita Martinez Tiante Crowder Vickie McNeal Yvonne Bouldin

deleted-U04GZ79CPNG
2025-02-03 13:24:19

Thank you!

deleted-U04GZ79CPNG
2025-02-03 13:53:24

Column A - Lead ID Column B - Order Medical Records: (y/n) Column C - Order Medical Records: D26 (dates) Column D - Medical Records Received: (y/n) Column E - Medical Records Received:(2) (dates)

deleted-U04GZ79CPNG
2025-02-03 15:45:47

I forwarded you the updated med records report from JP

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-03 18:19:52
image.png
deleted-U04GZ79CPNG
2025-02-03 18:22:55

Are you showing me that some of the requests have dates but say no?

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-03 18:26:37

Yes here is what LR has:

image.png
deleted-U04GZ79CPNG
2025-02-03 18:31:30

I would say if there is a date for JP's report and a no, then we should change the no to a yes

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-03 19:29:57
Lead ID DL ID.tsv
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-04 00:43:44

Here are the rows that need updating. The bottom of the file also includes some of the fixes for the 01-01-0001

medical_updates.csv
deleted-U04GZ79CPNG
2025-02-04 09:13:37

Thanks!

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-04 15:34:02
Flatirons Benchmark.xlsx
medical_updates.csv
deleted-U04GZ79CPNG
2025-02-04 15:39:08

Thank you!

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-05 13:44:19

There is now a BigQuery table for your team to be able to access the integration logs: https://console.cloud.google.com/bigquery?project=tort-intake-professionals&ws=!1m5!1m4!4m3!1stort-intake-professionals!2sIntegrations!3sintegrationlog|https://console.cloud.google.com/bigquery?project=tort-intake-professionals&ws=!1m5!1m4!4[…]rt-intake-professionals!2sIntegrations!3sintegrationlog

accounts.google.com
Google Cloud Platform
Google Cloud Platform lets you build, deploy, and scale applications, websites, and services on the same infrastructure as Google.
Original URL: https://console.cloud.google.com/bigquery?project=tort-intake-professionals&amp;ws=!1m5!1m4!4m3!1stort-intake-professionals!2sIntegrations!3sintegration_log
deleted-U04GZ79CPNG
2025-02-05 13:48:38

Olivia and I have not yet finished our SQL course. We need a table

deleted-U04GZ79CPNG
2025-02-05 15:37:50

I updated the benchmark report from LR to include the new bladder cancer case and I have included your email on the distribution list. Please let me know tomorrow if you don't get it at midnight.

👍 Dustin Surwill
deleted-U04GZ79CPNG
2025-02-05 20:06:44

Due to mixtures of clients across secondary case types and people changing case types, not all of the profiles in this report are associated with Flatirons. Many of them are. We can discuss more tomorrow, but this is the reporting layout that I usually use and can schedule for you.

Flatirons_Secondary_Interviews-Custom Report-2025-02-05.xlsx
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-05 20:19:37

Thank you. Since it will be used as a reference / lookup sheet it does not matter that there are extra rows / clients

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-06 13:47:10

Does your team have a report that outputs all ML VGA cases and their answers?

deleted-U04GZ79CPNG
2025-02-06 13:52:18

For the intakes or secondaries? The answer to both is yes, but intakes is somewhat more complicated

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-06 13:52:55

intakes

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-06 13:53:06

seperate files per case type is fine

deleted-U04GZ79CPNG
2025-02-06 13:54:05

Each of the 3 case types has different question sets with some that are unique to that case type. We made a layout for all of the questions together (Olivia's report used this) or we have separate layouts per case type

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-06 13:54:56

all together, please

deleted-U04GZ79CPNG
2025-02-06 13:57:13

I will have Olivia add new sign ups to the report she sent yesterday

👍 Dustin Surwill
deleted-U04GZ79CPNG
2025-02-07 12:25:41

Hello! For your part of the medical records updating for Flatirons, do you get a match up of what lead IDs go with which Case IDs?

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-07 12:26:29

I can add that but currently it only outputs our lead id since that is needed to do the updates in lawruler

deleted-U04GZ79CPNG
2025-02-07 12:26:56

Ok. Abe requested a report with all of their numbers on it, but we are still trying to match a few.

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-07 12:27:26

the benchmark file has both numbers, ours on the left and theirs on the right

deleted-U04GZ79CPNG
2025-02-07 12:29:11

Thank you!!

deleted-U04GZ79CPNG
2025-02-07 12:33:43

Dupe match same birthday 674991 lead ID 571467 lead ID 303130 DL ID for Courtney

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-13 14:40:57

SFC did not change. Here is everything that changed, I suggest clicking "toggle mode" on the top left to make it easier to read. https://diffy.org/diff/c1f2a7d663eb4

deleted-U04GZ79CPNG
2025-02-13 15:10:44

Thank you! We are reviewing now

deleted-U04GZ79CPNG
2025-02-18 13:57:40

Are you available around 2:30 to chat with my new hire about your database?

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-18 14:02:11

Yes we meet from 2:30 to 3

deleted-U04GZ79CPNG
2025-02-18 14:03:33

Oh, you have already set up a meeting with him?

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-18 14:04:13

No, sorry my fingers skipped the word "can"

deleted-U04GZ79CPNG
2025-02-18 14:05:16

Ah, no worries. Sounds good. It doesn't need to be anything formal; he has a lot of SQL experience and I want him to chat with you about the database before I give him any access

👍 Dustin Surwill
deleted-U04GZ79CPNG
2025-02-18 17:36:14

I don't have permission to add people to the data warehouse. pjerome@tortintakeprofessionals.com

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-18 17:37:15

If you add him to the gcc-reporting group https://groups.google.com/ he will get access to bigquery

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-18 17:38:18

if you add him to reportingautomation@tortintakeprofessionals.com then he will get access to everything in the tort intake professionals project in gcp

deleted-U04GZ79CPNG
2025-02-18 17:46:50

Ok. Thank you

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-28 18:44:14
Flatiron Query.xlsx
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-03 18:04:04

https://www.getgrist.com/ https://github.com/gristlabs/grist-desktop

Grist
Grist | The Evolution of Spreadsheets
Grist is a relational spreadsheet-database that empowers you to organize your data, your way. Get started with a free trial.
Original URL: https://www.getgrist.com/
gristlabs/grist-desktop
Desktop Grist, packaged with Electron
Stars
217
Language
TypeScript
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-04 16:21:02

Updated in GCP

👍 deleted-U04GZ79CPNG
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-14 13:38:52
output_457.csv
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-14 17:53:21
output_1973.csv
deleted-U04GZ79CPNG
2025-03-14 17:59:04

Mass email campaign name: Biolab 2 & 3 Update 12.13.24 Sent at: 12/13/2024 3:00:00 PM Email subject line: Biolab Update 12/13/2024 Client who received email: 608394

deleted-U04GZ79CPNG
2025-03-14 17:59:38

Looks like this is all that's in the activity log for it: 12/13/2024 03:25:57 PM Info Smstrial An instant email has been sent to dbyner@gmail.com by info@smstrial.com

deleted-U04GZ79CPNG
2025-03-14 18:05:51

Lead ID First Name Last Name Phone Lead Created Date Source Status Type of Case Mailing Address 1 Mailing Address 2 City State Zip Primary Email Date of Birth Tags E-Sign Signed Date

deleted-U04GZ79CPNG
2025-03-20 16:59:29

Hello! Are you working on automating the wood pellets report? Paul is going to revisit that now and I want to make sure we aren't duplicating work

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-20 17:19:17

We are setting up a cloud function to make automated snapshots of all time reports in bigquery for any dashboard / report not just wood pellets.

deleted-U04GZ79CPNG
2025-03-20 17:30:40

Ok. For the "dashboards"? Or are you talking about your version of the custom report tool?

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-20 17:43:03

For the dashboards or looker

deleted-U04GZ79CPNG
2025-03-20 17:44:13

Ok

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-21 19:09:49

gcloud auth application-default login

deleted-U04GZ79CPNG
2025-03-24 15:04:42

Hello Report Fairy :male_fairy: ! Can I request 2 reports from you? Your tool would be easier than me trying to make the layout since I just need all data across a handful of case types. Do you need any other info from me other than case type and status?

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-24 15:05:19

yes. nope, just those 2. we hope to get you a copy of the program by eod today

deleted-U04GZ79CPNG
2025-03-24 15:14:36

Report 1 Case types: • 299 Camp Lejeune - Crump/Bell - Shield Legal • 258 Camp Lejeune - Dicello - Crump (DLG/BCL/TC) - Shield Legal • 239 Camp Lejeune - Dicello - Crump (TC) - BLX • 406 Camp Lejeune - Dicello - Crump (TC) - BLX • 269 Camp Lejeune - DLG/BCL/TC Radio - Shield Legal • 268 Camp Lejeune - DLG/BCL/TC TV Statuses: • Signed & Declined • Signed e-Sign • Signed e-Sign Final • Signed e-Sign QA Report 2 Case types: • 584 Archived Dicello Form 95 • 592 Archived New Form 95 • 610 Camp Lejeune Intake - Dicello - Form 95 2024 - Dicello Levitt • 631 Camp Lejeune Intake - DL (B) - Form 95 2024 - Dicello Levitt • 521 Form 95 EPIQ • 532 Form 95 EPIQ 2 • 541 Form 95 EPIQ 3 • 593 New New Form 95 Statuses: • All statuses

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-25 17:56:16

*Thread Reply:* let me know if these are better

output_299_258_239_406_269_268.csv
output_584_592_610_631_521_532_541_593.csv
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-24 15:38:18

they were sent to your shield email

deleted-U04GZ79CPNG
2025-03-24 15:42:25

Oh, thank you. I will check

deleted-U04GZ79CPNG
2025-03-25 17:08:19

I can't open the report program

Recording 2025-03-25 150631.mp4
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-25 17:11:32

Looks like your moved the exe from your downloads. You will need a new shortcut

deleted-U04GZ79CPNG
2025-03-25 17:12:54

I didn't move it from my downloads and it is gone from my computer when I search all over

deleted-U04GZ79CPNG
2025-03-25 18:00:52

The 584592.... file is a lot better and has about 1/3 of the columns the other report had. The 299258.... still has the same number of columns as the one from yesterday (~700) with a bunch of extra stuff from SA second interviews, VGA, paraquat. 🤷‍♀️

deleted-U04GZ79CPNG
2025-03-25 18:02:39

I already did one pass through yesterday to delete irrelevant columns out of the 299258... file yesterday, so that one is mostly taken care of. But the 584592... is what I was going through now and it helps a lot

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-25 19:00:12

Joe says to try the program

deleted-U04GZ79CPNG
2025-03-25 19:02:25

The command window pops up and then goes away pretty quickly without the UI showing up

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-25 19:03:04

what about the terminal window i had you try before? SHIFT + R Click, Terminal, up arrow, enter

deleted-U04GZ79CPNG
2025-03-25 19:03:35

Error, couldn't launch child ([Error 5] Access is denied. )

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-26 11:34:43

Here is a fixed 299 version. I had to filter the question case type ids not just the lead case type id

output_299_258_239_406_269_268.csv
deleted-U04GZ79CPNG
2025-03-26 11:40:29

Thank you

deleted-U04GZ79CPNG
2025-03-26 12:27:52

For that report, I need at minimum Lead ID, Status, Case Type, and E-sign Date. I can take all data, but that's the minimum for Luis and PD to follow up on

deleted-U04GZ79CPNG
2025-03-26 12:29:00

I would have used your report program, but I can't 😮‍💨

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-26 12:34:52

All leads that hit status Signed e-Sign that never hit Signed e-Sign QA or Signed e-Sign QA WIP?

deleted-U04GZ79CPNG
2025-03-26 12:37:19

All leads that have a signed document that are not currently in any status starting with signed e-sign [etc], or signed & declined

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-26 12:48:57
Result_14.csv
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-26 12:49:10

Any tweaks before I save it in BQ for you?

deleted-U04GZ79CPNG
2025-03-26 12:49:22

I will review and let you know

deleted-U04GZ79CPNG
2025-03-26 13:25:18

Feedback: it would be helpful to remove secondary interview case types and anything that isn't an intake case type (med records, military records, etc). Remove files in Test statuses. That is what I did when I was getting it ready for Luis and Alicia's teams

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-26 13:40:36

So remove all statuses that have records or test in the name? Or is there a list of the status that intake uses?

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-26 13:41:18
Result_17.csv
deleted-U04GZ79CPNG
2025-03-27 15:29:11

Hello. When you have a moment, can you assist with Michael getting access to the database? I added him to the group, but he is unable to see the lr_data

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-27 15:45:03

Big query or postgres?

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-27 15:45:31

I will help when I get back from lunch in about 15 minutes

deleted-U04GZ79CPNG
2025-03-27 15:50:10

We can wait. The bigquery with the lr_data tables

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-27 18:59:55

Can I see the data request form you were telling me about?

deleted-U04GZ79CPNG
2025-03-27 19:00:21

If I didn't delete it. Let me look

deleted-U04GZ79CPNG
2025-03-27 19:01:37

https://forms.monday.com/forms/9f3261b5d56bd8c8726c4c6c5c025983?r=use1

forms.monday.com
Report Request Form | WorkForms
From requests, feedback to data collection and more. Turn your insights into action with customizable WorkForms.
Original URL: https://forms.monday.com/forms/9f3261b5d56bd8c8726c4c6c5c025983?r=use1
deleted-U04GZ79CPNG
2025-03-27 19:02:33

Knowing more about Monday.com now, I would set it up slightly differently, but that is mostly formatting changes

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-28 17:17:18

Opinion on the wording of the date select and the checkboxes?

image.png
deleted-U04GZ79CPNG
2025-03-28 17:44:56

The dates there refer to the status change date or the lead created date or the esign date?

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-02 16:48:37

Who is currently in the <a href="mailto:gcc-reporting@tortintakeprofessionals.com">gcc-reporting@tortintakeprofessionals.com</a> and <a href="mailto:reportingautomation@tortintakeprofessionals.com">reportingautomation@tortintakeprofessionals.com</a> groups? I am cleaning up some of the GCP permissions

deleted-U04GZ79CPNG
2025-04-02 16:52:07

gcc-reporting

image.png
deleted-U04GZ79CPNG
2025-04-02 16:54:36

I don't manage reportingautomation. I think that's Aidan's and I think he's the only one in it, but you will have to check with him tomorrow morning

👍 Dustin Surwill
deleted-U04GZ79CPNG
2025-04-02 18:21:57

Paraquat - DL - ML - Shield Legal Final, QA, Retriggered, Signed & Declined, Billable Declined by Firm, Signed e-Sign Client Opt Out

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-15 18:51:59

https://www.coursera.org/programs/learning-program-yb10a/professional-certificates/google-it-automation?collectionId=oLHI3

Coursera
Google IT Automation with Python
Offered by Google. Learn in-demand skills like Python, Git, and IT automation to advance your career Enroll for free.
Original URL: https://www.coursera.org/programs/learning-program-yb10a/professional-certificates/google-it-automation?collectionId=oLHI3
deleted-U04GZ79CPNG
2025-04-24 17:27:59

I can only log in with my shield email, but I can access it 🙂

image.png
deleted-U04GZ79CPNG
2025-04-24 17:38:37
image.png
Dustin Surwill (dsurwill@shield-legal.com)
2025-04-24 17:48:31

Try it now

deleted-U04GZ79CPNG
2025-04-24 17:51:06

It worked with my tort email! 💃

deleted-U04GZ79CPNG
2025-04-25 13:42:24

We have all logged in on my team (except Jackson who is out)

deleted-U04GZ79CPNG
2025-04-29 12:57:17

Hello. I have to help out someone in CSP with a Monday issue and then we can try to connect wood pellets

👍 Dustin Surwill
deleted-U04GZ79CPNG
2025-04-29 13:14:09

Available now

deleted-U04GZ79CPNG
2025-04-29 13:14:19

Want me to come to you?

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-29 13:14:50

No, you want to connect it. I will go there

deleted-U04GZ79CPNG
2025-04-29 14:26:48

So, I was just looking at the report for wood pellets and it didn't have any new sign ups. So I checked and it closed on 4/11. I don't think we need to keep updating it unless it reopens 😓

deleted-U04GZ79CPNG
2025-04-29 14:26:57

Sorry about that

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-29 15:27:10

https://sendgrid.com/en-us

SendGrid
SendGrid Email API and Email Marketing Campaigns | SendGrid
Send at scale with SendGrid’s trusted email API and marketing campaigns platform, delivering 148+ billion emails for senders like you every month.
Original URL: https://sendgrid.com/en-us
Dustin Surwill (dsurwill@shield-legal.com)
2025-04-29 17:32:35

Just wanted to let you know. it created 9 tables in bigquery in 30 minutes for your dashboards

:headbanging_parrot: deleted-U04GZ79CPNG
deleted-U04GZ79CPNG
2025-04-29 17:46:00

Thanks

deleted-U04GZ79CPNG
2025-05-02 15:20:23

Hello! Can you add Jacquelyn Scott (jscott@tortintakeprofessionals.com) to the recording tool on the website? She oversees ASA and Inbound on the call floor and has to ask someone else to pull recordings for her

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-02 15:40:18

She needs to log into the website before I can give her permission to the tool

deleted-U04GZ79CPNG
2025-05-02 15:43:16

Ok, I will show her how to do that

deleted-U04GZ79CPNG
2025-05-02 15:43:26

She is not on my team or Luis' team

deleted-U04GZ79CPNG
2025-05-05 15:49:33

Can you give her access to the recordings now?

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-05 15:55:10

Access granted

deleted-U04GZ79CPNG
2025-05-05 16:07:57

Thanks

deleted-U04GZ79CPNG
2025-05-08 15:34:04

Tried to get a screen shot before it went away. One of the wildfires had an extra status that was not needed, so I removed it and got the red notification. Looks like the change is reflected in the website view of the query, though.

image.png
Dustin Surwill (dsurwill@shield-legal.com)
2025-05-08 15:59:14

Refresh the page and try again. I do not think it updated

deleted-U04GZ79CPNG
2025-06-10 14:10:51

Hello! I am contacting you about this error

image.png
deleted-U04GZ79CPNG
2025-06-10 14:11:21

Do I have to pick a status? Is that what I messed up? I just want all statuses.

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-10 14:11:47

Let me look at the log

deleted-U04GZ79CPNG
2025-06-10 14:14:05

I just added all of the statuses and it had the same error message

deleted-U04GZ79CPNG
2025-06-10 14:14:51

I was trying to pull a report with all case types with "PFAS" or "Firefighting Foam" in the name

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-10 14:25:12

Try now, looks like you were hitting the memory limit

deleted-U04GZ79CPNG
2025-06-10 14:31:01

I grabbed it from LR, but I will pull my second one from there

deleted-U04GZ79CPNG
2025-06-12 13:14:18

I know you're out, so no rush, but there was an issue with one of the scheduled queries for Wood Pellets

image.png
Dustin Surwill (dsurwill@shield-legal.com)
2025-06-12 13:55:32

Looks like a google issue that is effecting identity and storage worldwide

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-20 16:42:30
image.png
deleted-U04GZ79CPNG
2025-06-20 16:44:47

The report he needs has data coming from intake and secondary files. He wrote something to put it all together. Lawruler cannot do this. Please give him the stuff that he needs to be able to complete the task I asked him to do in a timely manner so that we can deliver what we need to to the firm

deleted-U04GZ79CPNG
2025-06-23 16:06:39

Hello! Do you have a moment to chat at some point today?

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-23 16:07:16

on my way

deleted-U04GZ79CPNG
2025-06-25 17:41:07

Hello! Do you have a moment to chat?

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-25 17:41:41

5 n minutes

deleted-U04GZ79CPNG
2025-06-25 17:41:54

Ok

deleted-U04GZ79CPNG
2025-06-26 15:47:17

Hello! These are the names of the service accounts Aidan showed me: tipreportingteam_sa and tip-reporting-sa

deleted-U04GZ79CPNG
2025-06-26 15:47:33

Are you able to help get the others added to that?

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-26 17:57:35

service accounts are like user accounts but instead of a username / password you only require a credentials.json file. I only see permissions given to the tip-reporting-sa one.

deleted-U04GZ79CPNG
2025-06-26 17:58:19

Ok, how do we get the credentials.json?

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-26 17:58:47

Aiden should have it on his computer somewhere. The code has to be told where it is

deleted-U04GZ79CPNG
2025-06-26 17:59:19

Ok. I will check with him tomorrow. Thank you for all of your help!

deleted-U04GZ79CPNG
2025-07-09 12:31:28

Where are we meeting today?

deleted-U04GZ79CPNG
2025-07-09 12:31:42

2?

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-09 12:32:19

Do we need that meeting today? Paul and I decided last week to cancel

deleted-U04GZ79CPNG
2025-07-09 18:28:00

ChowchillaSEC-AWKO-ForMerge

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-16 10:33:33

I have a conflicting meeting with DL during the App Dev Weekly meeting

deleted-U04GZ79CPNG
2025-07-16 11:43:43

Ok. Do you want to skip or reschedule?

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-16 12:08:48

Skip since we have DiCello pushing us hard

deleted-U04GZ79CPNG
2025-07-28 15:40:39

Hello! I have 2 questions about the scheduled reports log that you are able to get from LR. Can you see the report set up parameters? Also, are you able to see if a scheduled report failed to send? We did not get some reports this weekend and I am trying to figure out if we neglected to select Saturday and Sunday, which are unchecked by default with the "daily" frequency or if LR failed to send them.

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-28 16:02:21

If you zoom out on https://tortintakeprofessionals.lawruler.com/all-schedulers.aspx?reportType=Custom+Reports then you can see the daily / weekly

deleted-U04GZ79CPNG
2025-07-28 16:04:09

Yes, I am familiar with that. I am trying to see which days were selected for the "daily" set up. You can select 1-7 days for daily and it will still show as daily there.

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-28 16:06:27

I think that is a limitation of the system

deleted-U04GZ79CPNG
2025-07-28 16:07:17

Yeah, I figured, but I wanted to check if you were able to see that info first. Thank you!

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-29 11:33:02

you have access

deleted-U04GZ79CPNG
2025-07-29 11:35:05

Thank you

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-31 11:15:07

The 9 AM meeting was moved to 11:30 today. For some reason you were not invited, I have added you

deleted-U04GZ79CPNG
2025-07-31 12:00:47

Thanks

deleted-U04GZ79CPNG
2025-08-01 13:09:27

Hello! Are you able to check the log for the scheduled custom reports to see if any with the prefixes "Intake File:" or "Secondary File:" have been deleted recently?

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-01 13:11:26
image.png
image.png
deleted-U04GZ79CPNG
2025-08-01 13:12:56

Thank you!

deleted-U04GZ79CPNG
2025-08-05 16:38:57

When you get a moment, can we chat about logs for the scheduled reports?

deleted-U04GZ79CPNG
2025-08-05 18:52:10

Hello! Carter let me know that I can reach out to you to assign this task as you see fit. Bailey Glasser has requested that we change the delivery format of their daily reports. Currently, they get automated emails from LR. They would prefer to receive these reports in a OneDrive folder (they plan to make individual folders for each campaign and would like the associated report dropped in that folder each day). I will need someone to build whatever connection to grab the reports and post them in the OneDrive folders. Please let me know if you need more information and who you would like to assign to this task.

deleted-U04GZ79CPNG
2025-08-11 12:18:03

Thank you! I will meet with my team today to discuss the plan for going through this data

👍 Dustin Surwill
deleted-U04GZ79CPNG
2025-08-11 19:58:54

You still here?

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-11 19:59:00

yes

deleted-U04GZ79CPNG
2025-08-11 19:59:06

I will come by

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-11 20:04:34
lead_history_status.csv
Dustin Surwill (dsurwill@shield-legal.com)
2025-08-18 12:59:02

it is starting and you should be notified when it is complete

deleted-U04GZ79CPNG
2025-08-18 12:59:12

Thank you!!

deleted-U04GZ79CPNG
2025-08-18 12:59:28

Can you send us the list of address updates so we can fix them in our reports?

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-18 12:59:45
tmp.csv
deleted-U04GZ79CPNG
2025-08-18 12:59:53

Thank you!!

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-22 12:04:43

Would this list work for BG priorities? I did not filter by open/closed since it is not in the DB

bg campaigns based on case type name.csv
Dustin Surwill (dsurwill@shield-legal.com)
2025-08-22 18:07:07

Can I get a report of signed (should be sent to firm) leads for AFFF PFAS Military Base Exposure - VAM - ELG - Meadow - Shield Legal?

deleted-U04GZ79CPNG
2025-08-22 18:09:53

What do you want in the report? All fields?

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-22 18:11:13
image.png
image.png
deleted-U04GZ79CPNG
2025-08-22 18:11:54

Ok

deleted-U04GZ79CPNG
2025-08-22 18:13:07

Just the AFFF-PFAS? They don't want the Fire Foam one also?

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-22 18:13:58

We only reached out about AFFF PFAS Military Base Exposure but meant AFFF PFAS Military Base Exposure - VAM - ELG - Meadow - Shield Legal - 2160

deleted-U04GZ79CPNG
2025-08-22 18:14:14

Ok

deleted-U04GZ79CPNG
2025-08-22 18:25:18

Seems like a small list, does that look correct to you?

deleted-U04GZ79CPNG
2025-08-22 18:25:35

I pulled all statuses and then got rid of anything without an e-sign date and the one test lead

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-08-22 18:30:06

It was announced #C01EQF51UTC Tuesday and went live Wednesday

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-22 18:31:33

Thank you

deleted-U04GZ79CPNG
2025-08-22 18:37:48

Oh, ok

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-29 12:53:23

contactid, leadid, firstname, middlename, lastname, displayname, cellphone, homephone, workphone, createdate, updatedate, documentscount, source, casetype, address1, address2, city, state, zip, primaryemail, secondaryemail, dateofbirth, dateofdeath, Status, companyname, gender, age, esigndate, tags