For an MTSA dealer, there are a few places that this can be checked to see if all the data has be QA'ed or processed.
SA + TVA Ops Overview
The first place is Ops Overview (https://clarivoy-squad.monday.com/boards/1570745569/). In the column Processing Status it will have the following:
- Working on it means that the task are not yet completed and waiting for Manual Review or for the dealership to submit that data.
- Data Received and Processing means that we have received and QA'ed everything so it will need some time to process before going into Prelim QA.
- CSL/Dealer stuck means that there is a problem with a task that needs attentions.
- Statuses that start with CS are not set by Ops so we will not have knowledge to why this status was set.
Hovering over SA Data Collection show the total number of task that are done and needed. This doesn't break down the exact tasks so you will need to go to the monthly task board.
SA + TVA Ops Monthly Tasks
The second place to look if you want to know exactly what is needed or what items are currently in CSL/Dealer stuck status would be In SA + TVA Ops Monthly Tasks (https://clarivoy-squad.monday.com/boards/1570744062). This board has all the task listed per client and the status of if we have their leads and sales.
When searching it is important to make sure you have the main table selected and to search for the property. Some time names can be slightly different so for best searching practices use the Property ID.
The Status column will have the following for all leads:
When searching it is important to make sure you have the main table selected and to search for the property. Some time names can be slightly different so for best searching practices use the Property ID.
The Status column will have the following for all leads:
- Done which means that the task has been checked or the collect file has been processed
- Waiting (calling tracking, crm, etc) this means that the task hasn't completed or we haven't received the leads from the dealership. With collect task, these are done the moment the leads are received. The S3 bucket is checked everything 30 mins so if the status is set to waiting on then leads files have not been received.
- CSL/Dealer stuck means that we have encountered a issue. A comment tagging will be posted of what the issue is.
- Manual Review means that it failed the Automated QA and need to be manually reviewed. Depending on work load this may take some time to get to.
- Vendor Change stuck means that we are waiting on the new vendor setup and data. You will have to find the project in Rocketlane for more updates.
For sales:
- DMS Done means that we have QA'ed the sales or have processed the sales file.
- Waiting on DMS means that we are waiting on the Accounting date to pass or to receive a sale file from the contact.
- CSL/Dealer Stuck means that we encountered an issue with missing or odd sales data. A comment tagging will be posted of what the issue is.
- Vendor Change stuck means that we are waiting on the new vendor setup and data. You will have to find the project in Rocketlane for more updates.
If all the task are marked as Done and DMS Done then we have all the data we need and will move them on in Prelim QA.
If any task have Waiting on (Call Tracking, CRM, DMS, etc), CSL/Dealer Stuck, or Vendor Change Stuck then we will not be able to move forward in Prelim QA.
