If it is discovered (typically during Prelim QA) that a Source Reports dealer has removed the Clarivoy tag from their website, follow this process.
- Find the property on the Source Reports Properties board.
- Verify that the Client column is linked and the DMUI Client Name column is populated.
- Set the Monthly Processing Status to Tag Removed.
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When the Monthly Processing Status is set to Tag Removed:
- 🚦 A Make scenario will:
- Verify that the Client is linked and the DMUI Client Name column is populated on the Clients board for the linked client.
- If not, Datateam will receive an email containing an error. No email is sent and the Monday item is not updated.
- If the above conditions are true, Make will:
- Send an email template to notify the dealer about the missing tag
- Set the Final Reporting Date to 1 weeks in the past (in case the dealer never responds to us, which is typical). This will deactivate the dealer in approximately 3 weeks if they never respond.
- Verify that the Client is linked and the DMUI Client Name column is populated on the Clients board for the linked client.
- 🚦 A Make scenario will:
- 🚨 Every Tuesday morning, if the Monthly Processing Status=Tag Removed, Monday automations will email the dealer about missing tag. This happens 2-3 times over the next 3 weeks.
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If the dealer responds:
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If they wish to fix the tag and continue:
- Verify the tag has been restored
- Confirm with the dealer via email that we see the tag was restored and will be processing their data. Note that their attribution will be incomplete for the time period when the tag was removed.
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If the dealer responded prior to the Monday board item being moved to Inactive:
- To move their data processing along: Change the Monthly Processing Status to Prelim QA, then to Automatch.
- 🚨 If the Monthly Processing Status changes from Tag Removed to Anything and is not cleared, Monday automations will clear the Final Reporting Date.
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If the dealer responded after the Monday board item was already moved to Inactive:
- INSERT LINK HERE TO REACTIVATING PROCESSING
- To move their data processing along: Change the Monthly Processing Status to Prelim QA, then to Automatch.
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If the dealer wishes to Cancel:
- Follow the steps below for Immediate Cancellation
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If they wish to fix the tag and continue:
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If the dealer does NOT respond or does not restore our tag:
- The property will move to Inactive status on the Final Reporting Date