📋 Weekly Linear Pulse

Tue 9/15/26 to Tue 9/22/26

Report generated: tue 9/22/26 @ 4:45am 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 (2)

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

• OPS-133 Data Requests for blog/linkedin content (👤 Erica): Staging → Backlog
• CORE-270 Website v2.1 (👤 Hady): In Progress → To Do

🔺 TRIAGE (9 flagged, 6 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 (6)

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 (8+w, 👤 Erica)
• CORE-495 "Blind call" vs "follow up call" (4w, 👤 Hady)
• CORE-542 [Parchment] Handle Custom Questions (4w, 👤 Stan)
• OPS-162 Equifax tasks needed prior to 9/2 (3w, 👤 Stan)
• CORE-395 [Delphi: Call Agent Portal] No Record Found (Employment) (2w, 👤 Hady)
• CORE-581 Look into why calls tasks are not being completed for these Pinnacle Investigations orders (2w, 👤 Stan)

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

name a reviewer; merge or bounce

• OPS-144 Equifax questionnaire, In Review, 👤 Erica, review overdue 60d, parked 38d, chronic 3w, carried 8+w [owner overloaded]
• CORE-495 "Blind call" vs "follow up call", In Review, 👤 Hady, review overdue 31d, parked 27d, chronic 3w, carried 4w
• OPS-162 Equifax tasks needed prior to 9/2, In Review, 👤 Stan, review overdue 26d, parked 26d, chronic 3w, carried 3w [owner overloaded]
• CORE-395 [Delphi: Call Agent Portal] No Record Found (Employment), In Review, 👤 Hady, review overdue 17d, carried 2w [116d old]
• ADMIN-44 Configure blueprint for Incheck vendor name "Argus (Attempts then Doc Coll - with 3rd party)" Education and Employment, In Review, 👤 Stan, 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 26d, chronic 3w, carried 2w [owner overloaded]

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

do, defer, or kill

• CORE-542 [Parchment] Handle Custom Questions, To Do, 👤 Stan, chronic 3w, carried 4w [owner overloaded]
• CORE-178 Probe pre-employment screening directory list of CRAs for who is actually still in business, To Do, 👤 Larissa, chronic 3w, new [205d old]
• CORE-583 [Parchment] Handle Failed Reports, To Do, 👤 Stan, chronic 3w, new [owner overloaded]

👥 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

• 👤 Stan: 4 In Progress (CORE-581, CORE-605, CORE-617, CORE-618)

Individual shift vs own 4-week baseline (2)

look

• 👤 Robin: 0 closed vs own mean 3.5 (drop)
• 👤 Stan: 2 closed vs own mean 8.8 (drop)

Staging over 45 days (3)

schedule it, or send it back to Backlog

• CORE-133 Re-design self onboarding for TazWorks and Accio v1 (90min v1) (👤 Hady, 116d in staging, 223d old)
• CORE-320 Enable Saving Agent Call Task Recording (👤 Stan, 86d in staging, 157d old)
• CORE-485 Parchment - Handle Case where Order Institution Search Match On Page 2+ (👤 Stan, 48d in staging, 75d old)

📆 THIS WEEK

No activity (17)

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

• CORE-542 [Parchment] Handle Custom Questions (To Do, 👤 Stan, idle 46d)
• OPS-144 Equifax questionnaire (In Review, 👤 Erica, idle 38d)
• CORE-495 "Blind call" vs "follow up call" (In Review, 👤 Hady, idle 27d)
• CORE-178 Probe pre-employment screening directory list of CRAs for who is actually still in business (To Do, 👤 Larissa, idle 27d)
• OPS-162 Equifax tasks needed prior to 9/2 (In Review, 👤 Stan, idle 26d)
• CORE-581 Look into why calls tasks are not being completed for these Pinnacle Investigations orders (In Progress, 👤 Stan, idle 26d)
• CORE-583 [Parchment] Handle Failed Reports (To Do, 👤 Stan, idle 25d)
• OPS-148 Partial Verification handling (To Do, 👤 Stan, idle 18d)
• CORE-30 Research active duty military custom handler (To Do, 👤 Erica, idle 14d)
• 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-88 next version of admin flagged order interface (In Progress, 👤 Chris A, idle 13d)
• CONF-198 Book golf for PBSA (In Progress, 👤 Eric, idle 12d)
• ADMIN-44 Configure blueprint for Incheck vendor name "Argus (Attempts then Doc Coll - with 3rd party)" Education and Employment (In Review, 👤 Stan, idle 12d)
• CORE-517 Design landing page CRA white labeled domain. Use it so applicants can find their doc upload page. (To Do, 👤 Stan, idle 12d)
• CORE-612 Update theming tokens and components for Argus Verify (In Progress, 👤 Hady, idle 11d)
• CORE-605 Attach reports to closed order when Parchment order canceled by Institution (In Progress, 👤 Stan, idle 11d)
• CORE-395 [Delphi: Call Agent Portal] No Record Found (Employment) (In Review, 👤 Hady, idle 11d)

Active, frozen status (1)

Comments in window, status unchanged

• CORE-621 [Education] If calls enabled and no phone provided, flag for manual research (Backlog, 👤 Stan)

Moving forward (13)

status advanced in window

• CORE-618 Update Closed/Completed Order Verification Request Behavior (👤 Stan): To Do → In Progress
• OPS-168 First choice blueprint changes (👤 Stan): To Do → In Review
• CORE-625 Close "Closed" searches still in human_intervention_required (👤 Stan): In Progress → In Review
• CORE-594 Close orders when they have a Close action in activity log (👤 Stan): In Progress → In Review
• CORE-624 Order open past SLA (👤 Stan): Backlog → In Review
• CORE-486 UX: improved record matching, one user record matches many 3PV records (1 hour v1) (👤 Hady): To Do → In Progress
• CORE-516 Incorporate "please confirm this is the right company" into all flows for applicant contact (2-3 hours v1) (👤 Hady): In Progress → In Review
• CORE-578 Find effective keyboard-based date pickers (👤 Chris A): Staging → To Do
• OPS-167 First Choice reporting verifications not closing according to SLA time frame (👤 Stan): In Progress → In Review
• CORE-617 Update copy for Postmark template "Verification Request - Applicant - Document Upload" (👤 Stan): To Do → In Progress
• CORE-619 Do not allow phone calls or emails for SLA with no calls or emails allowed (👤 Stan): Backlog → In Review
• OPS-152 Investigate email spam levels and deliverability score (👤 Chris A): Backlog → In Progress
• CORE-568 Clean up CRA App File (👤 Hady): To Do → In Progress

Moving backward (2)

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 (👤 Erica): Staging → Backlog
• CORE-270 Website v2.1 (👤 Hady): In Progress → To Do

Moving, reopened (0)

re-entered from a closed state

Nothing this week.

Completed (8)

• CORE-610 Implement T&C API (👤 Stan)
• CORE-627 look at offsite backup script (15 min cap) (👤 Stan)
• CORE-601 taz issue, report attachements filename cannot exceed 64 chars. (👤 Chris A)
• ADMIN-42 Emails attempting to send on closed orders (👤 Chris A)
• CORE-540 [Parchment] Send Results To Client If Order Already Closed (👤 Chris A)
• OPS-90 (Merge stuff into process diagram) Assess what buttons needed in dialer screen (👤 Hady)
• OPS-112 (Merge stuff into process diagram) "Journey of the delta" with happy path for journey of the verification (👤 Hady)
• CORE-615 Website / Pricing Page - Update Education Pricing (👤 Hady)

📈 VELOCITY, trailing 4 weeks (opened/closed)