@Nicholas McFadden @Ryan @deleted-U04HFGHL4RW please reconcile and send me a full final count of all AWD Wagstaff Paraquat. I need tomorrow asap. Please ensure the counts match TIP Shield AWD received
I believe we are quite a bit off still here. Thank you
We will do a full audit tomorrow morning
@deleted-U04HFGHL4RW will you still be at the old office tomorrow morning or at the new one?
@deleted-U04HFGHL4RW @Nicholas McFadden, here is what we have in the dashboards:
@Ryan thanks we will use this in the audit this morning
I will review this morning and work with to make sure it matches
@Ryan can you send me the lead IDs associated with your 79? Tony and I are getting close to finishing our alignment.
@Nicholas McFadden https://lookerstudio.google.com/s/pVPl1R8vctg
@here we are able to align to Ryan's 79.
Two were never sent to Wagstaff, somehow didn't get sent by MPA and only went to patsy and I's gmail inbox which is really strange so we are sending those today. Doesn't seem to have affected anything else and this wont occur again now that we are on GCP.
There are 2 left in "Signed e-Sign Final" but the process we had established was to have Luis tell us when he had reviewed the finals so we could put them to "Signed e-Sign Re-Triggered" as an extra audit step. However, he never notified us that they were ready to go.
The final 3 were the same situation but they were left in "Signed e-sign QA WIP" or are truly "in process" still.
Nick has 76 on his sheet. We have 3 cases that are pending getting the affidavit signed before we can send in. That's a total of 79. That is the number that Ryan has as well.
@deleted-U04HFGHL4RW fyi Carter is showing 70 recd in total that “meet criteria”. So we are off by 9, which is a huge number.
@deleted-U04HFGHL4RW @Nicholas McFadden here are issues
Everything highlighted in yellow have been kicked back. Reasons are listed.
Tony - get these updated and fixed asap. Get any no contacts resolved asap.
Nick - pull the ones that show incomplete and get cured properly.
Get this all done today please.
@deleted-U04HFGHL4RW, if any of these 9 get DECLINED, let me know.
Steve Scoggan and David Warren were resent to them today. Douglas Langer, Shirley Ballentine and Larry German need to sign the affidavit before we can send in.
They are declining David Messner, Gerry Degree and Richard Vallery JR. I will be declining these 3 now. We are actively reaching out to the ones that they have not been able to reach.
@deleted-U04HFGHL4RW, confirming DQ of 577202,535500,587106
Correct, I have marked them as signed and Declined in the system .
@here, those 4 have been removed from TIP financial_log and SL financials.
@Cameron Rentch we sent two that they hadn't received but there is nothing to cure at the moment until we hear back from the leads. Jackson is trying to contact and/or collecting the remaining info and if/when he does we will send it to Wagstaff.
@deleted-U04HFGHL4RW so I dont have to do the work, please open the attached sheet, and make notes under column C (TIP/Shield Notes). Do this asap please. Make sure it is clear if it is one we are rejecting.
@deleted-U04HFGHL4RW @Ryan DL Flatirons Ethylene Oxide Dash shows 19 signed Report attached shows 23
Need this reconcield immediately. Thanks
I need to run analysis of costs based on facilities and cant do until I know it's accurate
Shows 19 in both TIP and Shield Dashboards too @here
@Cameron Rentch 4 of these on the report are signed and declined. The report was pulled wrong. You can filter them out.
@deleted-U04HFGHL4RW Dennis from Brittany’s team pulled the report. I’ll ask him tmrw.
@Ryan @deleted-U04HFGHL4RW @Nicholas McFadden see attached sheet Column "L" and make adjustments to the dash accordingly.
On AFFF tab I see 2 to check for decline 257196 Boniedot David 259654 Hough David
@Cameron Rentch, he is still signed in LawRuler, so @deleted-U04HFGHL4RW dq him, David Boniedot 469248
@deleted-U04HFGHL4RW
Same for https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=552806 David Hough but Peggy Ledet is declined already https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=445105
@here, from the email sheet, and Tony blurb, and the sheet above, here is who I have declined in the system before we usually do on Monday through Fridays by 10AM PT.
FYI @deleted-U06C7A8PVLJ, there might be a few more from the DECLINE report that does include "Signed & DECLINED" and "Signed & Billable Declined by Firm". And be sure to remove from tipfinanciallog their POST RETAINER files, that were declined in the process.