Re: Tracking Exceptions Spreadsheet

From
Beth Ann Rosario <bethann.rosario@thekey.com>
To
Angie Markwell <angie.markwell@thekey.com>
CC
Audra Williams <audraw@thekey.com>, Benjamin Lewis <benjamin.lewis@thekey.com>, Carol Miller <carol.miller@thekey.com>, Jennifer Piper <jennifer.piper@thekey.com>, Kim Kranwinkel <kimberly.kranwinkel@thekey.com>, Kimberly Guerci <kguerci@thekey.com>, Paul Kahn <paul.kahn@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Fri, 31 Mar 2023 21:33:51 -0400
Folder
INBOX
--000000000000186a2105f83c5279 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Complete On Fri, Mar 31, 2023 at 9:13 PM Angie Markwell wrote: > Everyone else should have completed today. Please confirm > > On Fri, Mar 31, 2023 at 3:37=E2=80=AFPM Timothy Thomas wr= ote: > >> My updates have been added. >> >> On Fri, Mar 31, 2023 at 2:54=E2=80=AFPM Benjamin Lewis >> wrote: >> >>> It looked like someone had deleted out the headers, or sorted >>> incorrectly. I just updated the file to have those headers. >>> >>> For cancellations, if the client is going to be deactivated in >>> Clearcare, we can use that from a reporting perspective to indicate cli= ents >>> who cancelled. But if you want to call out those that specifically >>> cancelled as a result of the pricing increase, I have added that in the= re. >>> >>> On Fri, Mar 31, 2023 at 11:46=E2=80=AFAM Audra Williams >>> wrote: >>> >>>> I am adding in the RD's so that they know when this is completed. >>>> >>>> Best, >>>> >>>> On Fri, Mar 31, 2023 at 11:35=E2=80=AFAM Audra Williams >>>> wrote: >>>> >>>>> Hi Ben! >>>>> >>>>> Can we please add 3 columns to this >>>>> spreadsheet >>>>> you created so that the teams can place the reasoning behind the exce= ptions >>>>> for Paul and Angie to have visibility. >>>>> >>>>> - Cancellations >>>>> - Comments (exceptions) >>>>> - Final Exception Rate >>>>> >>>>> Best, >>>>> >>>>> -- >>>>> Audra Williams >>>>> Director, Divisional Operations >>>>> *Please note my email has changed:* >>>>> audraw@TheKey.com >>>>> >>>>> (425) 757-7027 >>>>> TheKey.com >>>>> [image: TheKey] >>>>> >>>> >>>> >>>> -- >>>> Audra Williams >>>> Director, Divisional Operations >>>> *Please note my email has changed:* >>>> audraw@TheKey.com >>>> >>>> (425) 757-7027 >>>> TheKey.com >>>> [image: TheKey] >>>> >>> >> >> -- >> Tim Thomas >> Head of Canada Division >> *Please note my email has changed:* >> tt@TheKey.com >> (514) 591-9387 >> TheKey.ca >> [image: TheKey] >> > -- Beth Ann Rosario *Regional Director VA/NC* *919.899.5543* [image: TheKey] --000000000000186a2105f83c5279 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Complete On Fri, Mar 31, 2023 at 9:13 PM Angie Markwe= ll &lt; angie.markwell@thekey.c= om &gt; wrote: = Everyone else should have completed today. Please confirm On Fri, Mar 31, 20= 23 at 3:37=E2=80=AFPM Timothy Thomas &lt; tt@thekey.com &gt; wrote: My updates have been added. O= n Fri, Mar 31, 2023 at 2:54=E2=80=AFPM Benjamin Lewis &lt; benjamin.lewis@thekey.com = &gt; wrote: It looked like someone had deleted out the headers, or sorted = incorrectly. I just updated the file to have those headers. For cancellations, if the client is going to be deactivated in Clearcar= e, we can use that from a reporting perspective to indicate clients who can= celled. But if you want to call out those that specifically cancelled as a = result of the pricing increase, I have added that in there. = On Fri, Ma= r 31,

Thread (3)