The SA + TVA Ops Overview board lists all Onboarding and Active properties with MTSA paid (not Source Reports Starter/Basic) or TVA subscriptions.

Processing Status Progression

For Onboarding/Waiting for next Month group

• Onboarding
• Integration WIP
• Intro/Survey
• Intro Call Scheduled
• Waiting On First Month - Set once Integration is complete and we are waiting on the First Month's delivery.
• Working On It - 🚦 Set by a Make scenario (either instantly by this scenario or if we should not be processing their data yet, then later by this one) once we are ready to start processing the dealer's data (For MTSA, the 1st of the month following the dealer's Start Date)
  • 🚨 This triggers an automation that moves the client item to the Active SA group.
     

For Active SA group

• Processing Status begins with Working On It at the start of each month.
• Data Received & Processing - 🚦Flipped by Make.com scenario once all data is received for a client and we are waiting on the Prelim QA date to arrive
  • New July 2025: Starting on the 10th of the month, Call Tracking data will not be required for moving the Ops Overview item along.
    • 1st-9th of the month = All data tasks must be Done, DMS Done, or SKIP to proceed to Prelim QA.
    • 10th-end of the month = All data tasks must be Done, DMS Done, SKIP, or Waiting on Call Tracking to proceed to Prelim QA. STUCK Call Tracking tasks will still hold up processing; If a CSL wishes to move on without a STUCK Call Tracking task, they need to manually move the OO item to Processing Status=Prelim QA and make an update, tagging @Ops and explaining that they approve moving on without the stuck CT data.
• Stuck - Stuck on an Internal related issue, or waiting for CSL to engage with client for resolution.
  🚦If any monthly tasks are Stuck and the Ops Overview item is not in Verify Prod, Make.com will flip the Ops Overview item Processing Status to Stuck
• DealerVault Stuck - Stuck due to a DealerVault feed issue
  🚦If any monthly tasks are DealerVault Stuck and the Ops Overview item is not in Verify Prod, Make.com will flip the Ops Overview item Processing Status to DealerVault Stuck
• CDK Stuck - Stuck due to a CDK API issue
  🚦If any monthly tasks are CDK Stuck and the Ops Overview item is not in Verify Prod, Make.com will flip the Ops Overview item Processing Status to CDK Stuck
• Dealer Unresponsive - 
  • If the dealer has not turned in all required Collect files by the 25th of the month, 🚦Make.com will set to Dealer Unresponsive.  
  • If we need dealer engagement on an issue (low lead or sales count, leads or sales stop after a certain date, need new login, DealerVault issue, etc.) and they have not responded by the 25th of the month, 🚦Make.com will set to Dealer Unresponsive. Task stays in this status until the issue is resolved (for all subsequent processing months).
• Prelim QA - 🚦Flipped by Make.com scenario on the date shown in the Prelim Date column - only IF all Data Collection statuses are Done, DMS Done, Skip or Not Running TV. CS Engineer performs Prelim QA of data at this point.
  • If any are still Waiting or Stuck, we cannot proceed (unless CSL makes a judgement call to move on without certain data).
• Potential blocker status at this point:
  • QA Issue - Set if there are issues with the data. Tag Ops Specialist and/or CSL in the conversation updates if questions or issues exist that you need investigated.
    NOTE: Make.com will not update items that are in QA Issue status. Items will stay in this status until manually changed to another Processing Status.
• Automatch In Progress - Manual update by Ops Specialist once the Prelim QA is completed. This allows time for matching of the data.
• CSL QA - 🚦Flipped by Make.com scenario on the date shown in the LR Date column (when >95% of Live Ramp data is expected to be returned). CS Specialist or CSL performs data QA at this point.
  • Potential blocker statuses at this point are:
    • Waiting on Classifications - CS Specialist sets if they are classifying data
    • QA Issue - Set if there are issues with the data. Tag Ops Specialist and/or CSL in the conversation updates if questions or issues exist that you need investigated.
      NOTE: Make.com will not update items that are in QA Issue status. Items will stay in this status until manually changed to another Processing Status.
    • Waiting on Tapad CS Specialist sets if while we are waiting to see the data. After the second friday review no Tapad data appears then the CS Specialist with change the status to Approve for Prod and notify the CSL.

Prod Statuses

Details on the automated Push to Prod processes can be found here: Push to Prod for Ops Team

• Approved for Prod - Manual update by CS Specialist or CSL once the CSL QA is completed. At this point, automated DAGs take over to push the data into the production dashboard (so it is visible to the client).
  • 🚦 When an item's Processing Status is set to Approved for Prod, the Make Scenario OO Approved for Prod - Assign CSL as Task Owner will assign the Mirror CSL from Properties board as the Task Owner.
    • If the CSL is not assigned on the Clarivoy Properties board, the Processing status will flip back to CSL QA and an update will be made on the Ops Overview item with an error message ("You must assign the CSL on the Clarivoy Properties board")
• Prod in Progress - After auto_push_to_prod successfully inserts the row(s) into the sales.production_ready table for each Ops Overview item that was Approved for Prod, the DAG will flip the status to "Prod in Progress". Alert in Slack #airflow-alerts only if failure.
• Verify Prod - Flipped by a Monday API integration with the Prod DAGs after each Prod DAG runs successfully. This means the data is ready to review on Prod Dashboard.

Reporting Status Progression

The Reporting Status is a broader status that is translated to the CS Dashboard for reporting purposes.

The Reporting Status is set by the Monday workflow OO Proc Status changes - set Reporting Status when the Processing Status changes.

• Working on It - waiting on data, data received, or processing data
• Stuck - data is stuck
• Dealer Unresponsive - dealer has not turned in required collect file(s) or responded on an issue which needs their engagement
• Done - all data received and processed, propert(ies) are in Prod
  • 🚨 Automation sets Monthly Status to Done when Processing Status is set to Verify Prod