📋 Weekly Linear Pulse

Sun 8/30/26 to Sun 9/6/26

Report generated: sun 9/6/26 @ 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 (7)

Work that moved back to an uncommitted status. Review bounces are excluded: a drop into a started status is still being worked on, and 2 of those happened this week.

• CORE-134 [Inbound Calls - AI Script] Update AI script so recordings don't sound like outbound calls (👤 Stan): Staging → Backlog
• CORE-172 Updates to shortlink and custom domain landing page (👤 Stan): Staging → Backlog
• CORE-261 Test Voice Probe Spike (👤 Stan): Staging → Backlog
• CORE-267 Add Email Logs / HTML Content / IP Address + Geolocation (City State) And Link To Recording To Final PDF (👤 Stan): Staging → Backlog
• CORE-268 Allow agents to record, and view, extension info for phone numbers (👤 Stan): Staging → Backlog
• CORE-28 Experian Verify (👤 Stan): Staging → Backlog
• CORE-382 [Accio] Update XML Post Format (👤 Stan): Staging → Backlog

🔺 TRIAGE (39 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)
• CORE-430 Improve call QA markers -remove false positives (8+w, 👤 Chris A)
• CONF-173 Determine primary messaging/theme (8+w, 👤 Robin)
• OPS-120 Create a template for Linear tickets for Dev and SOP in Notion (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)
• OPS-144 Equifax questionnaire (6w, 👤 Erica)
• OPS-133 Data Requests for blog/linkedin content (5w, 👤 Chris A)
• CORE-495 "Blind call" vs "follow up call" (2w, 👤 Hady)
• OPS-149 Minos: Just fix 2 false positives (2w, 👤 Chris A)
• CORE-542 [Parchment] Handle Custom Questions (2w, 👤 Stan)
• CONF-185 Research additional furniture options for booth (2w, 👤 Robin)
• OPS-157 What happened with the Truv stuff for ACRAnet (2w, 👤 Eric)

Review overdue (7+ days In Review) (4)

name a reviewer; merge or bounce

• OPS-144 Equifax questionnaire, In Review, 👤 Erica, review overdue 45d, parked 22d, chronic 3w, carried 6w [owner overloaded]
• CORE-495 "Blind call" vs "follow up call", In Review, 👤 Hady, review overdue 16d, carried 2w [owner overloaded]
• OPS-157 What happened with the Truv stuff for ACRAnet, In Review, 👤 Eric, review overdue 20d, carried 2w
• OPS-162 Equifax tasks needed prior to 9/2, In Review, 👤 Stan, review overdue 10d, new

Parked (14+ days untouched, started work) (1 of 2 flagged)

unblock, or move back to To Do

• CORE-430 Improve call QA markers -remove false positives, In Progress, 👤 Chris A, parked 66d, chronic 3w, carried 8+w [owner overloaded]

Chronic (3 straight weeks on the no-activity list) (9 of 11 flagged)

do, defer, or kill

• CONF-159 Business Cards, To Do, 👤 Robin, chronic 3w, carried 8+w [no description; 111d old]
• CONF-173 Determine primary messaging/theme, To Do, 👤 Robin, chronic 3w, carried 8+w
• OPS-120 Create a template for Linear tickets for Dev and SOP in Notion, To Do, 👤 Robin, chronic 3w, carried 8+w [no description]
• CONF-180 Confirm additional conference attendees & register them, To Do, 👤 Unassigned, chronic 3w, unassigned 61d, carried 8+w [no description]
• OPS-133 Data Requests for blog/linkedin content, To Do, 👤 Chris A, chronic 3w, carried 5w [owner overloaded]
• OPS-149 Minos: Just fix 2 false positives, To Do, 👤 Chris A, chronic 3w, carried 2w [owner overloaded]
• CORE-542 [Parchment] Handle Custom Questions, To Do, 👤 Stan, chronic 3w, carried 2w
• CONF-185 Research additional furniture options for booth, To Do, 👤 Robin, chronic 3w, carried 2w
• CONF-186 Finalize hotel reservations with all guests (cancellations due by Sept 10th to avoid penalty), To Do, 👤 Robin, chronic 3w, new

Unassigned (any open issue with no assignee) (25 of 26 flagged)

assign

• CORE-21 Weekly performance scorecard for each agent, Backlog, 👤 Unassigned, unassigned 259d, carried 8+w [259d old]
• CORE-30 Research active duty military custom handler, Backlog, 👤 Unassigned, unassigned 259d, carried 8+w [259d old]
• CORE-31 Handle self employed cases, Backlog, 👤 Unassigned, unassigned 259d, carried 8+w [259d old]
• CORE-32 Handle Gig Economy employment verifications, Backlog, 👤 Unassigned, unassigned 259d, carried 8+w [259d old]
• CORE-40 handle humans who want a human offramp, Backlog, 👤 Unassigned, unassigned 257d, carried 8+w [257d old]
• CORE-45 Transactionalize order price/cost per order, Backlog, 👤 Unassigned, unassigned 256d, carried 8+w [256d old]
• CORE-52 [Phase 2] Implement Scriborder, Backlog, 👤 Unassigned, unassigned 249d, carried 8+w [249d old]
• CORE-131 Handle Staffing agencies / temp / contract, Backlog, 👤 Unassigned, unassigned 209d, carried 8+w [209d old]
• CORE-285 Support Webhook For REST API, Backlog, 👤 Unassigned, unassigned 152d, carried 8+w [no description; 152d old]
• CORE-300 Handle Edge Cases: Unaccredited Institutions, Backlog, 👤 Unassigned, unassigned 146d, carried 8+w [no description; 146d old]
• CORE-299 Handle Edge Cases: Alternative Education Programs, Backlog, 👤 Unassigned, unassigned 146d, carried 8+w [no description; 146d old]
• CORE-298 Handle Edge Cases: Home School, Backlog, 👤 Unassigned, unassigned 146d, carried 8+w [no description; 146d old]
• CORE-296 [Phase 2] Handle Edge Cases, Backlog, 👤 Unassigned, unassigned 146d, carried 8+w [no description; 146d old]
• CORE-325 Fix sending auth via fax, Backlog, 👤 Unassigned, unassigned 139d, carried 8+w [139d old]
• CORE-324 [Phase 2] ER - Update Entity Matching Logic For Education Institutions, Backlog, 👤 Unassigned, unassigned 139d, carried 8+w [139d old]
• CORE-333 [Phase 2] Add AVA Post Agent Processing, Backlog, 👤 Unassigned, unassigned 138d, carried 8+w [138d old]
• CORE-331 [Phase 2] ER - Clean up CRA imported data (state, city), Backlog, 👤 Unassigned, unassigned 138d, carried 8+w [138d old]
• CORE-476 Reduce false positives: verifier_confused (4.4% flag rate), Backlog, 👤 Unassigned, unassigned 66d, carried 8+w
• CORE-475 Reduce false positives: followed_script (1.0% flag rate), Backlog, 👤 Unassigned, unassigned 66d, carried 8+w
• CORE-474 Reduce false positives: confirmed_identity (16.0% flag rate), Backlog, 👤 Unassigned, unassigned 66d, carried 8+w
• CORE-473 Reduce false positives: confirmed_company (23.0% flag rate), Backlog, 👤 Unassigned, unassigned 66d, carried 8+w
• CORE-472 Reduce false positives: captured_accurately (10.3% flag rate), Backlog, 👤 Unassigned, unassigned 66d, carried 8+w
• CORE-471 Reduce false positives: call_recorded_consent (6.9% flag rate), Backlog, 👤 Unassigned, unassigned 66d, carried 8+w
• CORE-470 Reduce false positives: leading_questions (33.7% flag rate), Backlog, 👤 Unassigned, unassigned 66d, carried 8+w
• CORE-469 Reduce false positives: asked_every_question (9.0% flag rate), Backlog, 👤 Unassigned, unassigned 66d, carried 8+w

👥 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: 4 In Progress (CONF-194, CONF-195, CONF-196, CONF-197)

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

decisions or dumping?

• 👤 Stan, 7 tickets: CORE-382 Staging→Backlog, CORE-268 Staging→Backlog, CORE-267 Staging→Backlog, CORE-261 Staging→Backlog, CORE-172 Staging→Backlog, CORE-134 Staging→Backlog, CORE-28 Staging→Backlog

Reopened this week (1)

why was it marked done?

• OPS-163 Equifax tasks needed prior to 9/2 (👤 Chris A): Done → In Review

Individual shift vs own 4-week baseline (1)

look

• 👤 Robin: 0 closed vs own mean 3.5 (drop)

Staging over 45 days (4)

schedule it, or send it back to Backlog

• CORE-133 Re-design self onboarding for TazWorks and Accio v1 (90min v1) (👤 Hady, 101d in staging, 208d old)
• CORE-320 Enable Saving Agent Call Task Recording (👤 Stan, 70d in staging, 142d old)
• CORE-516 Incorporate "please confirm this is the right company" into all flows for applicant contact (2-3 hours v1) (👤 Hady, 51d in staging, 51d old)
• CORE-486 UX: improved record matching, one user record matches many 3PV records (1 hour v1) (👤 Hady, 45d in staging, 60d old)

📆 THIS WEEK

No activity (24)

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

• CONF-173 Determine primary messaging/theme (To Do, 👤 Robin, idle 79d)
• CONF-159 Business Cards (To Do, 👤 Robin, idle 79d)
• OPS-120 Create a template for Linear tickets for Dev and SOP in Notion (To Do, 👤 Robin, idle 74d)
• CORE-430 Improve call QA markers -remove false positives (In Progress, 👤 Chris A, idle 66d)
• OPS-133 Data Requests for blog/linkedin content (To Do, 👤 Chris A, idle 52d)
• OPS-149 Minos: Just fix 2 false positives (To Do, 👤 Chris A, idle 33d)
• CONF-185 Research additional furniture options for booth (To Do, 👤 Robin, idle 31d)
• CORE-542 [Parchment] Handle Custom Questions (To Do, 👤 Stan, idle 30d)
• CONF-186 Finalize hotel reservations with all guests (cancellations due by Sept 10th to avoid penalty) (To Do, 👤 Robin, idle 27d)
• CONF-180 Confirm additional conference attendees & register them (To Do, 👤 Unassigned, idle 25d)
• OPS-144 Equifax questionnaire (In Review, 👤 Erica, idle 22d)
• 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 20d)
• CORE-517 Design landing page CRA white labeled domain. Use it so applicants can find their doc upload page. (To Do, 👤 Stan, idle 20d)
• CORE-568 Clean up CRA App File (To Do, 👤 Hady, idle 19d)
• OPS-132 Create onboarding/blueprint ability for internal team to use (To Do, 👤 Chris A, idle 18d)
• OPS-157 What happened with the Truv stuff for ACRAnet (In Review, 👤 Eric, idle 12d)
• OPS-150 Data study: are agents mis-labeling call outcomes? (In Progress, 👤 Chris A, idle 12d)
• CORE-495 "Blind call" vs "follow up call" (In Review, 👤 Hady, idle 12d)
• CORE-178 Probe pre-employment screening directory list of CRAs for who is actually still in business (To Do, 👤 Larissa, idle 12d)
• CORE-578 Find effective keyboard-based date pickers (To Do, 👤 Hady, idle 11d)
• CORE-583 [Parchment] Handle Failed Reports (To Do, 👤 Stan, idle 10d)
• OPS-162 Equifax tasks needed prior to 9/2 (In Review, 👤 Stan, idle 10d)
• CORE-581 Look into why calls tasks are not being completed for these Pinnacle Investigations orders (In Progress, 👤 Stan, idle 10d)
• CONF-170 Confirm conference dates, move-in, move-out deadlines for booth (To Do, 👤 Robin, idle 10d)

Active, frozen status (1)

Comments in window, status unchanged

• CORE-577 Expire orders when SLA days attempts met (Backlog, 👤 Stan)

Moving forward (11)

status advanced in window

• CORE-395 [Delphi: Call Agent Portal] No Record Found (Employment) (👤 Hady): In Progress → In Review
• CORE-590 Look into support email deliverability issues (👤 Robin): To Do → In Review
• OPS-139 Add 130 large companies to AVA (👤 Stan): Staging → To Do
• OPS-148 Partial Verification handling (👤 Stan): Staging → To Do
• CORE-582 Close search when no match found for Equifax Talent Report - Education when SLA specifies no other attempt methods. (👤 Stan): Backlog → To Do
• CORE-585 Review why these orders are exceeding SLA days (👤 Stan): Backlog → To Do
• CONF-197 Design drafts for table runner (👤 Hady): To Do → In Progress
• CONF-196 Design web/app promo images to use in Whova app / LinkedIn (👤 Hady): To Do → In Progress
• CONF-195 Design drafts for tall skinny banners (👤 Hady): To Do → In Progress
• CONF-194 Design drafts for large banner (👤 Hady): To Do → In Progress
• CORE-540 [Parchment] Send Results To Client If Order Already Closed (👤 Chris A): In Progress → In Review

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

• CORE-261 Test Voice Probe Spike (👤 Stan): Staging → Backlog
• CORE-267 Add Email Logs / HTML Content / IP Address + Geolocation (City State) And Link To Recording To Final PDF (👤 Stan): Staging → Backlog
• CORE-268 Allow agents to record, and view, extension info for phone numbers (👤 Stan): Staging → Backlog
• CORE-382 [Accio] Update XML Post Format (👤 Stan): Staging → Backlog
• CORE-172 Updates to shortlink and custom domain landing page (👤 Stan): Staging → Backlog
• CORE-28 Experian Verify (👤 Stan): Staging → Backlog
• CORE-134 [Inbound Calls - AI Script] Update AI script so recordings don't sound like outbound calls (👤 Stan): Staging → Backlog
• ADMIN-42 Emails attempting to send on closed orders (👤 Chris A): In Review → In Progress

Moving, reopened (1)

re-entered from a closed state

• OPS-163 Equifax tasks needed prior to 9/2 (👤 Chris A): Done → In Review

Completed (15)

• CORE-142 [Delphi: Call Agent Portal] Begin Verification Workflow Update (👤 Hady)
• CORE-289 [Delphi: Call Agent Portal] Multiple Roles/Periods Verification (👤 Hady)
• CORE-282 Big Purple Button design (👤 Hady)
• CONF-192 Update 8.5 x 11 pricing flyer for table display (👤 Hady)
• CORE-460 Add failed email send to vendor notes (👤 Stan)
• CORE-592 Fix error message for Approval tasks (👤 Stan)
• CORE-569 Enable SMS for outbound (👤 Stan)
• CORE-591 Close out Education Verification With Invalid Dates (👤 Stan)
• CORE-549 Send receipt of order request for TAZ orders once we receive it. (👤 Chris A)
• CORE-587 Allow Post Facto Doc Upload To Send For Accio and REST API Clients (👤 Stan)
• CORE-574 update order template form days -> hours. (👤 Chris A)
• OPS-159 Exclude Landlord from Helios dashboard (👤 Chris A)
• OPS-164 Remove Edu orders with a Pending Parchment report from Helios (👤 Chris A)
• CORE-586 Close order when Parchment fails to verify (👤 Stan)
• CORE-588 Do not send AVA self employment note to vendor notes multiple times (👤 Stan)

📈 VELOCITY, trailing 4 weeks (opened/closed)