📋 Weekly Linear Pulse

Sun 9/6/26 to Sun 9/13/26

Report generated: sun 9/13/26 @ 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 (4)

Work that moved back to an uncommitted status. Review bounces are excluded: a drop into a started status is still being worked on, and 1 of those happened this week.

• CORE-578 Find effective keyboard-based date pickers (👤 Chris A): In Progress → Staging
• OPS-132 Create onboarding/blueprint ability for internal team to use (👤 Chris A): To Do → Backlog
• OPS-133 Data Requests for blog/linkedin content (👤 Chris A): To Do → Staging
• OPS-150 Data study: are agents mis-labeling call outcomes? (👤 Chris A): In Progress → Staging

🔺 TRIAGE (9 flagged, 4 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 (4)

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.

• OPS-144 Equifax questionnaire (7w, 👤 Erica)
• CORE-495 "Blind call" vs "follow up call" (3w, 👤 Hady)
• CORE-542 [Parchment] Handle Custom Questions (3w, 👤 Stan)
• OPS-162 Equifax tasks needed prior to 9/2 (2w, 👤 Stan)

Review overdue (7+ days In Review) (5)

name a reviewer; merge or bounce

• OPS-144 Equifax questionnaire, In Review, 👤 Erica, review overdue 52d, parked 29d, chronic 3w, carried 7w [owner overloaded]
• CORE-495 "Blind call" vs "follow up call", In Review, 👤 Hady, review overdue 23d, parked 19d, carried 3w [owner overloaded]
• OPS-162 Equifax tasks needed prior to 9/2, In Review, 👤 Stan, review overdue 17d, parked 17d, carried 2w
• CORE-395 [Delphi: Call Agent Portal] No Record Found (Employment), In Review, 👤 Hady, review overdue 9d, new [108d old; owner overloaded]
• CORE-540 [Parchment] Send Results To Client If Order Already Closed, In Review, 👤 Chris A, review overdue 12d, new [owner overloaded]

Parked (14+ days untouched, started work) (1 of 4 flagged)

unblock, or move back to To Do

• CORE-581 Look into why calls tasks are not being completed for these Pinnacle Investigations orders, In Progress, 👤 Stan, parked 17d, new

Chronic (3 straight weeks on the no-activity list) (2 of 3 flagged)

do, defer, or kill

• CORE-542 [Parchment] Handle Custom Questions, To Do, 👤 Stan, chronic 3w, carried 3w
• CORE-568 Clean up CRA App File, To Do, 👤 Hady, chronic 3w, new [owner overloaded]

Unassigned (any open issue with no assignee) (1)

assign

• CORE-606 When no valid phone number, count emails as valid attempts for orders that have calls enabled, Backlog, 👤 Unassigned, unassigned 3d, new

👥 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

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

decisions or dumping?

• 👤 Chris A, 4 tickets: CORE-578 In Progress→Staging, OPS-150 In Progress→Staging, OPS-133 To Do→Staging, OPS-132 To Do→Backlog

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, 108d in staging, 215d old)
• CORE-320 Enable Saving Agent Call Task Recording (👤 Stan, 77d in staging, 149d old)
• CORE-516 Incorporate "please confirm this is the right company" into all flows for applicant contact (2-3 hours v1) (👤 Hady, 58d in staging, 58d old)
• CORE-486 UX: improved record matching, one user record matches many 3PV records (1 hour v1) (👤 Hady, 52d in staging, 67d old)

📆 THIS WEEK

No activity (12)

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

• CORE-542 [Parchment] Handle Custom Questions (To Do, 👤 Stan, idle 37d)
• OPS-144 Equifax questionnaire (In Review, 👤 Erica, idle 29d)
• CORE-568 Clean up CRA App File (To Do, 👤 Hady, idle 26d)
• CORE-495 "Blind call" vs "follow up call" (In Review, 👤 Hady, idle 19d)
• CORE-178 Probe pre-employment screening directory list of CRAs for who is actually still in business (To Do, 👤 Larissa, idle 19d)
• CORE-583 [Parchment] Handle Failed Reports (To Do, 👤 Stan, idle 17d)
• OPS-162 Equifax tasks needed prior to 9/2 (In Review, 👤 Stan, idle 17d)
• CORE-581 Look into why calls tasks are not being completed for these Pinnacle Investigations orders (In Progress, 👤 Stan, idle 17d)
• CORE-540 [Parchment] Send Results To Client If Order Already Closed (In Review, 👤 Chris A, idle 12d)
• OPS-148 Partial Verification handling (To Do, 👤 Stan, idle 10d)
• OPS-112 (Merge stuff into process diagram) "Journey of the delta" with happy path for journey of the verification (To Do, 👤 Hady, idle 9d)
• OPS-90 (Merge stuff into process diagram) Assess what buttons needed in dialer screen (To Do, 👤 Hady, idle 9d)

Active, frozen status (3)

Comments in window, status unchanged

• CORE-395 [Delphi: Call Agent Portal] No Record Found (Employment) (In Review, 👤 Hady)
• CORE-333 [Phase 2] Add AVA Post Agent Processing (Backlog, 👤 Stan)
• CORE-296 [Phase 2] Handle Edge Cases (Backlog, 👤 Stan)

Moving forward (11)

status advanced in window

• CORE-610 Implement T&C API (👤 Stan): To Do → In Progress
• CORE-604 fix core docker image to not have runtime hugging face model pulls. (👤 Chris A): In Progress → In Review
• ADMIN-42 Emails attempting to send on closed orders (👤 Chris A): In Progress → In Review
• CORE-605 Attach reports to closed order when Parchment order canceled by Institution (👤 Stan): To Do → In Progress
• ADMIN-44 Configure blueprint for Incheck vendor name "Argus (Attempts then Doc Coll - with 3rd party)" Education and Employment (👤 Stan): In Progress → In Review
• CORE-88 next version of admin flagged order interface (👤 Chris A): Staging → In Progress
• CORE-601 taz issue, report attachements filename cannot exceed 64 chars. (👤 Chris A): In Progress → In Review
• CORE-40 handle humans who want a human offramp (👤 Stan): Backlog → Staging
• CORE-45 Transactionalize order price/cost per order (👤 Stan): Backlog → Staging
• CORE-32 Handle Gig Economy employment verifications (👤 Erica): Backlog → Staging
• CORE-30 Research active duty military custom handler (👤 Erica): Backlog → To Do

Moving backward (4)

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-133 Data Requests for blog/linkedin content (👤 Chris A): To Do → Staging
• CORE-578 Find effective keyboard-based date pickers (👤 Chris A): In Progress → Staging
• OPS-132 Create onboarding/blueprint ability for internal team to use (👤 Chris A): To Do → Backlog
• OPS-150 Data study: are agents mis-labeling call outcomes? (👤 Chris A): In Progress → Staging

Moving, reopened (0)

re-entered from a closed state

Nothing this week.

Completed (28)

• CORE-611 Provide the Equifax report for this Edu order (👤 Stan)
• OPS-166 audit 1 client email domain to make sure its setup correctly (👤 Chris A)
• CORE-596 Made selected radio font different (color at least. maybe weight?) (👤 Hady)
• CORE-597 Delphi: Design follow up UX (👤 Hady)
• CONF-185 Research additional furniture options for booth (👤 Robin)
• CONF-170 Confirm conference dates, move-in, move-out deadlines for booth (👤 Robin)
• CONF-195 Design drafts for tall skinny banners (👤 Hady)
• CORE-590 Look into support email deliverability issues (👤 Robin)
• CONF-180 Confirm additional conference attendees & register them (👤 Robin)
• CONF-186 Finalize hotel reservations with all guests (cancellations due by Sept 10th to avoid penalty) (👤 Robin)
• CORE-585 Review why these orders are exceeding SLA days (👤 Stan)
• CORE-582 Close search when no match found for Equifax Talent Report - Education when SLA specifies no other attempt methods. (👤 Stan)
• CONF-194 Design drafts for large banner (👤 Hady)
• CONF-196 Design web/app promo images to use in Whova app / LinkedIn (👤 Hady)
• CORE-602 Look into pending Thomas & Company report (👤 Stan)
• CORE-608 Provide the TWN report for this order (👤 Stan)
• CORE-607 Close all open orders tied to 3rd Degree 30-day SLA (👤 Stan)
• OPS-165 AllScreeners real DB + SEO friendly (👤 Chris A)
• CORE-600 Orders not syncing to TAZ (👤 Stan)
• CORE-599 Update Helios Completed not Closed filter to include orders escalated with completion in Activity Log (👤 Chris A)
• OPS-163 Equifax tasks needed prior to 9/2 (👤 Chris A)
• CORE-577 Expire orders when SLA days attempts met (👤 Stan)
• CORE-598 Don't allow callbacks to be scheduled on a weekend / non-biz day (👤 Stan)
• CORE-595 Update SMS Send Timing To 11AM CST (👤 Stan)
• CONF-159 Business Cards (👤 Robin)
• CONF-173 Determine primary messaging/theme (👤 Robin)
• OPS-120 Create a template for Linear tickets for Dev and SOP in Notion (👤 Robin)
• OPS-157 What happened with the Truv stuff for ACRAnet (👤 Eric)

📈 VELOCITY, trailing 4 weeks (opened/closed)