📋 Weekly Linear Pulse

Sun 8/23/26 to Sun 8/30/26

Report generated: sun 8/30/26 @ 8:00pm UTC

❤️ HEALTH🔺 TRIAGE👥 PEOPLE📌 SIGNALS📆 THIS WEEK📈 VELOCITY, trailing 4 weeks

❤️ HEALTH

Checks that run every week, whether or not they fire. A flag says something happened; these say what the state is, including that it is fine.

Backward moves (9)

Work that moved back to an uncommitted status. Review bounces are excluded: a drop into a started status is still being worked on.

• CORE-88 next version of admin flagged order interface (👤 Chris A): In Progress → Staging
• OPS-81 Phone number research and call efficiency (👤 Erica): In Review → Backlog
• OPS-82 Audit and improve phone number research logic (👤 Erica): In Review → Backlog
• OPS-86 Research mid air collisions for violations of hold rules (👤 Erica): In Review → Backlog
• OPS-90 (Merge stuff into process diagram) Assess what buttons needed in dialer screen (👤 Erica): In Review → To Do
• CORE-137 [Candor] Direct Self-Serve Designs (timebox) (👤 Hady): Staging → Backlog
• CORE-231 Create proposal for better handling of staffing agencies (👤 Robin): To Do → Staging
• OPS-139 Add 130 large companies to AVA (👤 Stan): To Do → Staging
• CORE-285 Support Webhook For REST API (👤 Unassigned): To Do → Backlog

🔺 TRIAGE (42 flagged, 37 carried from last week)

Grouped by the first flag each ticket matches; a ticket with several flags is listed once, with the rest shown inline. "carried Nw" = flagged in this and the N-1 previous weekly reports; "new" = first week. Brackets are hints, not verdicts.

Carried 2+ weeks (37)

Shown in this report before and still flagged. Not a flag of its own: every one of these also appears under the flag that caught it.

• CORE-21 Weekly performance scorecard for each agent (8+w, 👤 Unassigned)
• CORE-30 Research active duty military custom handler (8+w, 👤 Unassigned)
• CORE-31 Handle self employed cases (8+w, 👤 Unassigned)
• CORE-32 Handle Gig Economy employment verifications (8+w, 👤 Unassigned)
• CORE-40 handle humans who want a human offramp (8+w, 👤 Unassigned)
• CORE-45 Transactionalize order price/cost per order (8+w, 👤 Unassigned)
• CORE-52 [Phase 2] Implement Scriborder (8+w, 👤 Unassigned)
• CORE-131 Handle Staffing agencies / temp / contract (8+w, 👤 Unassigned)
• CORE-285 Support Webhook For REST API (8+w, 👤 Unassigned)
• CORE-300 Handle Edge Cases: Unaccredited Institutions (8+w, 👤 Unassigned)
• CORE-299 Handle Edge Cases: Alternative Education Programs (8+w, 👤 Unassigned)
• CORE-298 Handle Edge Cases: Home School (8+w, 👤 Unassigned)
• CORE-296 [Phase 2] Handle Edge Cases (8+w, 👤 Unassigned)
• CORE-325 Fix sending auth via fax (8+w, 👤 Unassigned)
• CORE-324 [Phase 2] ER - Update Entity Matching Logic For Education Institutions (8+w, 👤 Unassigned)
• CORE-333 [Phase 2] Add AVA Post Agent Processing (8+w, 👤 Unassigned)
• CORE-331 [Phase 2] ER - Clean up CRA imported data (state, city) (8+w, 👤 Unassigned)
• CONF-159 Business Cards (8+w, 👤 Robin)
• CONF-173 Determine primary messaging/theme (8+w, 👤 Robin)
• CORE-476 Reduce false positives: verifier_confused (4.4% flag rate) (8+w, 👤 Unassigned)
• CORE-475 Reduce false positives: followed_script (1.0% flag rate) (8+w, 👤 Unassigned)
• CORE-474 Reduce false positives: confirmed_identity (16.0% flag rate) (8+w, 👤 Unassigned)
• CORE-473 Reduce false positives: confirmed_company (23.0% flag rate) (8+w, 👤 Unassigned)
• CORE-472 Reduce false positives: captured_accurately (10.3% flag rate) (8+w, 👤 Unassigned)
• CORE-471 Reduce false positives: call_recorded_consent (6.9% flag rate) (8+w, 👤 Unassigned)
• CORE-470 Reduce false positives: leading_questions (33.7% flag rate) (8+w, 👤 Unassigned)
• CORE-469 Reduce false positives: asked_every_question (9.0% flag rate) (8+w, 👤 Unassigned)
• CONF-180 Confirm additional conference attendees & register them (8+w, 👤 Unassigned)
• CORE-430 Improve call QA markers -remove false positives (7w, 👤 Chris A)
• OPS-120 Create a template for Linear tickets for Dev and SOP in Notion (7w, 👤 Robin)
• OPS-144 Equifax questionnaire (5w, 👤 Erica)
• OPS-133 Data Requests for blog/linkedin content (4w, 👤 Chris A)
• CORE-142 [Delphi: Call Agent Portal] Begin Verification Workflow Update (2w, 👤 Hady)
• CORE-282 Big Purple Button design (2w, 👤 Hady)
• CORE-289 [Delphi: Call Agent Portal] Multiple Roles/Periods Verification (2w, 👤 Hady)
• CORE-395 [Delphi: Call Agent Portal] No Record Found (Employment) (2w, 👤 Hady)
• CORE-540 [Parchment] Send Results To Client If Order Already Closed (2w, 👤 Chris A)

Review overdue (7+ days In Review) (3)

name a reviewer; merge or bounce

• OPS-144 Equifax questionnaire, In Review, 👤 Erica, review overdue 38d, parked 15d, carried 5w [owner overloaded]
• CORE-495 "Blind call" vs "follow up call", In Review, 👤 Hady, review overdue 9d, new [owner overloaded]
• OPS-157 What happened with the Truv stuff for ACRAnet, In Review, 👤 Eric, review overdue 13d, new

Parked (14+ days untouched, started work) (6 of 7 flagged)

unblock, or move back to To Do

• CORE-430 Improve call QA markers -remove false positives, In Progress, 👤 Chris A, parked 59d, chronic 3w, carried 7w [owner overloaded]
• CORE-142 [Delphi: Call Agent Portal] Begin Verification Workflow Update, In Progress, 👤 Hady, parked 24d, chronic 3w, carried 2w [bounced from review 1x; 194d old; owner overloaded]
• CORE-282 Big Purple Button design, In Progress, 👤 Hady, parked 24d, chronic 3w, carried 2w [145d old; owner overloaded]
• CORE-289 [Delphi: Call Agent Portal] Multiple Roles/Periods Verification, In Progress, 👤 Hady, parked 24d, chronic 3w, carried 2w [144d old; owner overloaded]
• CORE-395 [Delphi: Call Agent Portal] No Record Found (Employment), In Progress, 👤 Hady, parked 24d, chronic 3w, carried 2w [94d old; owner overloaded]
• CORE-540 [Parchment] Send Results To Client If Order Already Closed, In Progress, 👤 Chris A, parked 23d, chronic 3w, carried 2w [owner overloaded]

Chronic (3 straight weeks on the no-activity list) (7 of 13 flagged)

do, defer, or kill

• CONF-159 Business Cards, To Do, 👤 Robin, chronic 3w, carried 8+w [no description; 104d old; owner overloaded]
• CONF-173 Determine primary messaging/theme, To Do, 👤 Robin, chronic 3w, carried 8+w [owner overloaded]
• OPS-120 Create a template for Linear tickets for Dev and SOP in Notion, To Do, 👤 Robin, chronic 3w, carried 7w [no description; owner overloaded]
• OPS-133 Data Requests for blog/linkedin content, To Do, 👤 Chris A, chronic 3w, carried 4w [owner overloaded]
• OPS-149 Minos: Just fix 2 false positives, To Do, 👤 Chris A, chronic 3w, new [owner overloaded]
• CORE-542 [Parchment] Handle Custom Questions, To Do, 👤 Stan, chronic 3w, new
• CONF-185 Research additional furniture options for booth, To Do, 👤 Robin, chronic 3w, new [owner overloaded]

Unassigned (any open issue with no assignee) (26)

assign

• CORE-21 Weekly performance scorecard for each agent, Backlog, 👤 Unassigned, unassigned 252d, carried 8+w [252d old]
• CORE-30 Research active duty military custom handler, Backlog, 👤 Unassigned, unassigned 252d, carried 8+w [252d old]
• CORE-31 Handle self employed cases, Backlog, 👤 Unassigned, unassigned 252d, carried 8+w [252d old]
• CORE-32 Handle Gig Economy employment verifications, Backlog, 👤 Unassigned, unassigned 252d, carried 8+w [252d old]
• CORE-40 handle humans who want a human offramp, Backlog, 👤 Unassigned, unassigned 250d, carried 8+w [250d old]
• CORE-45 Transactionalize order price/cost per order, Backlog, 👤 Unassigned, unassigned 249d, carried 8+w [249d old]
• CORE-52 [Phase 2] Implement Scriborder, Backlog, 👤 Unassigned, unassigned 242d, carried 8+w [242d old]
• CORE-131 Handle Staffing agencies / temp / contract, Backlog, 👤 Unassigned, unassigned 202d, carried 8+w [202d old]
• CORE-285 Support Webhook For REST API, Backlog, 👤 Unassigned, unassigned 145d, carried 8+w [no description; 145d old]
• CORE-300 Handle Edge Cases: Unaccredited Institutions, Backlog, 👤 Unassigned, unassigned 139d, carried 8+w [no description; 139d old]
• CORE-299 Handle Edge Cases: Alternative Education Programs, Backlog, 👤 Unassigned, unassigned 139d, carried 8+w [no description; 139d old]
• CORE-298 Handle Edge Cases: Home School, Backlog, 👤 Unassigned, unassigned 139d, carried 8+w [no description; 139d old]
• CORE-296 [Phase 2] Handle Edge Cases, Backlog, 👤 Unassigned, unassigned 139d, carried 8+w [no description; 139d old]
• CORE-325 Fix sending auth via fax, Backlog, 👤 Unassigned, unassigned 132d, carried 8+w [132d old]
• CORE-324 [Phase 2] ER - Update Entity Matching Logic For Education Institutions, Backlog, 👤 Unassigned, unassigned 132d, carried 8+w [132d old]
• CORE-333 [Phase 2] Add AVA Post Agent Processing, Backlog, 👤 Unassigned, unassigned 131d, carried 8+w [131d old]
• CORE-331 [Phase 2] ER - Clean up CRA imported data (state, city), Backlog, 👤 Unassigned, unassigned 131d, carried 8+w [131d old]
• CORE-476 Reduce false positives: verifier_confused (4.4% flag rate), Backlog, 👤 Unassigned, unassigned 59d, carried 8+w
• CORE-475 Reduce false positives: followed_script (1.0% flag rate), Backlog, 👤 Unassigned, unassigned 59d, carried 8+w
• CORE-474 Reduce false positives: confirmed_identity (16.0% flag rate), Backlog, 👤 Unassigned, unassigned 59d, carried 8+w
• CORE-473 Reduce false positives: confirmed_company (23.0% flag rate), Backlog, 👤 Unassigned, unassigned 59d, carried 8+w
• CORE-472 Reduce false positives: captured_accurately (10.3% flag rate), Backlog, 👤 Unassigned, unassigned 59d, carried 8+w
• CORE-471 Reduce false positives: call_recorded_consent (6.9% flag rate), Backlog, 👤 Unassigned, unassigned 59d, carried 8+w
• CORE-470 Reduce false positives: leading_questions (33.7% flag rate), Backlog, 👤 Unassigned, unassigned 59d, carried 8+w
• CORE-469 Reduce false positives: asked_every_question (9.0% flag rate), Backlog, 👤 Unassigned, unassigned 59d, carried 8+w
• CONF-180 Confirm additional conference attendees & register them, To Do, 👤 Unassigned, unassigned 54d, carried 8+w [no description]

👥 PEOPLE

Open tickets by status, with each owner measured against their own recent output rather than the team's.

• Baseline own mean closes over the previous 4 weeks
• Load weeks of work at each owner's own closing rate, ignoring anyone holding fewer than 3 tickets in a set
• Stuck 2+ parked or chronic tickets, or a drop in closes
• Too much active over 2w of In Progress + To Do
• Too much committed over 4w of everything owned except In Review
• Underloaded under 2 active and nothing closed in 2 weeks

📌 SIGNALS

Over WIP cap (> 3 In Progress) (1)

finish before starting

• 👤 Hady: 5 In Progress (CONF-192, CORE-142, CORE-282, CORE-289, CORE-395)

Backward sweep (3+ tickets moved backward by one person) (1)

decisions or dumping?

• 👤 Erica, 4 tickets: OPS-90 In Review→To Do, OPS-86 In Review→Backlog, OPS-82 In Review→Backlog, OPS-81 In Review→Backlog

Reopened this week (3)

why was it marked done?

• CORE-569 Enable SMS for outbound (👤 Stan): Done → In Progress
• CORE-533 Core Auth Provider. (👤 Chris A): Done → In Progress
• CORE-533 Core Auth Provider. (👤 Chris A): Done → In Progress

Staging over 45 days (9)

schedule it, or send it back to Backlog

• CORE-268 Allow agents to record, and view, extension info for phone numbers (👤 Stan, 148d in staging, 152d old)
• CORE-267 Add Email Logs / HTML Content / IP Address + Geolocation (City State) And Link To Recording To Final PDF (👤 Stan, 148d in staging, 153d old)
• CORE-134 [Inbound Calls - AI Script] Update AI script so recordings don't sound like outbound calls (👤 Stan, 141d in staging, 216d old)
• CORE-261 Test Voice Probe Spike (👤 Stan, 105d in staging, 155d old)
• CORE-28 Experian Verify (👤 Stan, 105d in staging, 252d old)
• CORE-382 [Accio] Update XML Post Format (👤 Stan, 101d in staging, 101d old)
• CORE-133 Re-design self onboarding for TazWorks and Accio v1 (90min v1) (👤 Hady, 94d in staging, 201d old)
• CORE-320 Enable Saving Agent Call Task Recording (👤 Stan, 63d in staging, 135d old)
• CORE-172 Updates to shortlink and custom domain landing page (👤 Stan, 63d in staging, 184d old)

📆 THIS WEEK

No activity (20)

No status change, no comments, 7+ days; excludes Backlog, Staging

• CONF-173 Determine primary messaging/theme (To Do, 👤 Robin, idle 72d)
• CONF-159 Business Cards (To Do, 👤 Robin, idle 72d)
• OPS-120 Create a template for Linear tickets for Dev and SOP in Notion (To Do, 👤 Robin, idle 67d)
• CORE-430 Improve call QA markers -remove false positives (In Progress, 👤 Chris A, idle 59d)
• OPS-133 Data Requests for blog/linkedin content (To Do, 👤 Chris A, idle 45d)
• OPS-149 Minos: Just fix 2 false positives (To Do, 👤 Chris A, idle 26d)
• CONF-185 Research additional furniture options for booth (To Do, 👤 Robin, idle 24d)
• CORE-395 [Delphi: Call Agent Portal] No Record Found (Employment) (In Progress, 👤 Hady, idle 24d)
• CORE-289 [Delphi: Call Agent Portal] Multiple Roles/Periods Verification (In Progress, 👤 Hady, idle 24d)
• CORE-282 Big Purple Button design (In Progress, 👤 Hady, idle 24d)
• CORE-142 [Delphi: Call Agent Portal] Begin Verification Workflow Update (In Progress, 👤 Hady, idle 24d)
• CORE-542 [Parchment] Handle Custom Questions (To Do, 👤 Stan, idle 23d)
• CORE-540 [Parchment] Send Results To Client If Order Already Closed (In Progress, 👤 Chris A, idle 23d)
• CONF-186 Finalize hotel reservations with all guests (cancellations due by Sept 10th to avoid penalty) (To Do, 👤 Robin, idle 20d)
• CONF-180 Confirm additional conference attendees & register them (To Do, 👤 Unassigned, idle 18d)
• OPS-144 Equifax questionnaire (In Review, 👤 Erica, idle 15d)
• CORE-561 Audit / fix reference call inbound AI (Tentative - audit a few others before we jump to conclusions that this is pervasive) (To Do, 👤 Chris A, idle 13d)
• CORE-517 Design landing page CRA white labeled domain. Use it so applicants can find their doc upload page. (To Do, 👤 Stan, idle 13d)
• CORE-568 Clean up CRA App File (To Do, 👤 Hady, idle 12d)
• OPS-132 Create onboarding/blueprint ability for internal team to use (To Do, 👤 Chris A, idle 11d)

Active, frozen status (4)

Comments in window, status unchanged

• CORE-577 Expire orders when SLA days attempts met (Backlog, 👤 Stan)
• OPS-161 Helios Update - Do not flag calls that have gone to voicemail for review (Backlog, 👤 Robin)
• OPS-150 Data study: are agents mis-labeling call outcomes? (In Progress, 👤 Chris A)
• CONF-170 Confirm conference dates, move-in, move-out deadlines for booth (To Do, 👤 Robin)

Moving forward (11)

status advanced in window

• CORE-586 Close order when Parchment fails to verify (👤 Stan): Backlog → To Do
• CORE-588 Do not send AVA self employment note to vendor notes multiple times (👤 Stan): In Progress → In Review
• OPS-162 Equifax tasks needed prior to 9/2 (👤 Stan): To Do → In Review
• OPS-148 Partial Verification handling (👤 Stan): Backlog → Staging
• CORE-581 Look into why calls tasks are not being completed for these Pinnacle Investigations orders (👤 Stan): To Do → In Progress
• CONF-192 Update 8.5 x 11 pricing flyer for table display (👤 Hady): To Do → In Progress
• OPS-159 Exclude Landlord from Helios dashboard (👤 Chris A): Backlog → To Do
• CORE-549 Send receipt of order request for TAZ orders once we receive it. (👤 Chris A): Backlog → To Do
• CORE-178 Probe pre-employment screening directory list of CRAs for who is actually still in business (👤 Larissa): Backlog → To Do
• OPS-112 (Merge stuff into process diagram) "Journey of the delta" with happy path for journey of the verification (👤 Hady): Backlog → To Do
• CORE-270 Website v2.1 (👤 Hady): Backlog → Staging

Moving backward (8)

status moved back in window; counted per ticket's last move and excludes tickets that completed, so this will not match the Signals backward total

• OPS-139 Add 130 large companies to AVA (👤 Stan): To Do → Staging
• CORE-88 next version of admin flagged order interface (👤 Chris A): In Progress → Staging
• CORE-137 [Candor] Direct Self-Serve Designs (timebox) (👤 Hady): Staging → Backlog
• CORE-285 Support Webhook For REST API (👤 Unassigned): To Do → Backlog
• OPS-90 (Merge stuff into process diagram) Assess what buttons needed in dialer screen (👤 Hady): In Review → To Do
• OPS-86 Research mid air collisions for violations of hold rules (👤 Erica): In Review → Backlog
• OPS-81 Phone number research and call efficiency (👤 Erica): In Review → Backlog
• OPS-82 Audit and improve phone number research logic (👤 Erica): In Review → Backlog

Moving, reopened (1)

re-entered from a closed state

• CORE-569 Enable SMS for outbound (👤 Stan): Done → In Progress

Completed (28)

• CONF-155 Book Flights (👤 Robin)
• CONF-187 Research for special event co-hosted w Astute (👤 Robin)
• CONF-165 Final payment for Booth (👤 Robin)
• CORE-564 Send notes on pre-processing research done to vendor notes (👤 Stan)
• CONF-169 Place order for business cards (👤 Robin)
• CORE-580 Close verifications stuck in status Escalated (👤 Stan)
• CORE-573 Fix and enable NSC Diploma Verify (👤 Stan)
• CONF-190 Provide images ready for printing for 3.5 x 2.5 business cards (👤 Hady)
• CONF-189 Provide images ready for printing for 2.5 x 2.5 team business cards (👤 Hady)
• CONF-191 Update design for this 8.5 x 11 flyer for table display (👤 Hady)
• CONF-193 Update design for this 8.5x11 flyer for display table (👤 Hady)
• CORE-572 Review completed order with complete Equifax report stuck in status Open (👤 Stan)
• CORE-576 Complete this order from questionnaire (👤 Stan)
• CORE-575 Complete order f34acf37-f6ec-43c3-86f9-b962dafb2a9e (👤 Stan)
• CORE-440 Auto-close Landlord reports with no landlord listed (👤 Stan)
• CORE-570 Look into why calls tasks not created past day 1 for order ID 33ea07c5-c0a8-437c-8829-fa0610e2aa8e (👤 Stan)
• CORE-533 Core Auth Provider. (👤 Chris A)
• CORE-158 If 3rd party verifier, then ____ (👤 Unassigned)
• ADMIN-30 Send swag to Hady (👤 Robin)
• OPS-160 New Verification Blueprint for 3rd Degree Screening - No Docs (👤 Stan)
• OPS-145 Thomas and Company questionnaire (👤 Stan)
• OPS-143 Configure education for Essential Screens (👤 Stan)
• OPS-122 Review QA tool to identify if all outbound calls are reviewed through QA (👤 Chris A)
• OPS-83 Track calls per verification and time per verification metrics (👤 Erica)
• CORE-362 Design admin page for monthly reports (👤 Hady)
• CORE-361 [Delphi: Call Agent Portal] Call Outcome Buttons Update (👤 Hady)
• CORE-560 Can/should we send button links differently? (👤 Chris A)
• CORE-571 Adjust AVA settings to not close as self-employment for triggering words within words (👤 Stan)

📈 VELOCITY, trailing 4 weeks (opened/closed)