Meeting Title: ABC | Biz KPI Review Date: 2025-08-25 Meeting participants: read.ai meeting notes, Amber Lin, YvetteRuiz
WEBVTT
1 00:02:31.370 ⇒ 00:02:32.750 Amber Lin: Hi, Yvette!
2 00:02:32.750 ⇒ 00:02:34.950 YvetteRuiz: Hi, good morning, Amber, how are you doing?
3 00:02:34.950 ⇒ 00:02:36.509 Amber Lin: I mean, long time in SE.
4 00:02:36.510 ⇒ 00:02:40.030 YvetteRuiz: Yeah? How was your time off?
5 00:02:40.610 ⇒ 00:02:43.159 Amber Lin: It’s good, I…
6 00:02:43.620 ⇒ 00:02:55.959 Amber Lin: I went into… because I recently moved, after my lease ended, and then I went into downtown LA for a bit this weekend.
7 00:02:56.450 ⇒ 00:02:57.750 YvetteRuiz: Okay, okay.
8 00:02:58.130 ⇒ 00:02:58.800 Amber Lin: Yeah.
9 00:02:59.960 ⇒ 00:03:04.399 YvetteRuiz: Good! Well, I’m glad you’re back, and you were able to take some time off.
10 00:03:04.400 ⇒ 00:03:05.670 Amber Lin: How are you?
11 00:03:05.860 ⇒ 00:03:07.360 YvetteRuiz: I’m doing good.
12 00:03:08.100 ⇒ 00:03:12.729 YvetteRuiz: Just trying to… Gonna get myself situated for this week.
13 00:03:12.730 ⇒ 00:03:13.340 Amber Lin: Okay.
14 00:03:14.790 ⇒ 00:03:18.219 Amber Lin: I mean, I think we can… let me start off with the…
15 00:03:18.740 ⇒ 00:03:21.210 Amber Lin: With the dashboard, so we can get…
16 00:03:21.700 ⇒ 00:03:24.550 Amber Lin: A sense of where we are at.
17 00:03:25.390 ⇒ 00:03:26.080 YvetteRuiz: Sounds good.
18 00:03:27.330 ⇒ 00:03:33.129 Amber Lin: I think usage has been going up, quite a lot recently, and…
19 00:03:33.200 ⇒ 00:03:46.030 Amber Lin: I’m very happy to see that. I sent a little bit in the email, but I just want to show you, and we can look at it together. Usually, I look at it… so last week, I was looking at it, say, from…
20 00:03:46.080 ⇒ 00:03:57.280 Amber Lin: the 7th to, I think, the 21st, because I… our meetings are usually on Thursdays, and I look at a 14-week period, but we can… let me select…
21 00:03:57.800 ⇒ 00:04:02.110 Amber Lin: … 14 days…
22 00:04:02.650 ⇒ 00:04:12.969 Amber Lin: like this, and then we can say compare to the previous one. So we have a lot of… if you look at two weeks’ periods, the last two weeks.
23 00:04:14.010 ⇒ 00:04:19.870 Amber Lin: has gone up significantly than the previous one. The previous one, we had, …
24 00:04:20.220 ⇒ 00:04:24.709 Amber Lin: I think 169 less than last week.
25 00:04:25.230 ⇒ 00:04:32.440 Amber Lin: Also, if we go to the previous one, we have… 540 in the…
26 00:04:32.580 ⇒ 00:04:48.990 Amber Lin: in July to… end of July to the start of August, and then before then, we had even less. So, the end of July, we really didn’t see that much usage, and we saw a lot during July, during… during August.
27 00:04:49.110 ⇒ 00:04:52.530 Amber Lin: And especially in the last 2 weeks.
28 00:04:52.700 ⇒ 00:04:58.150 Amber Lin: So, I think this is a really good trend, and… I think the…
29 00:04:58.350 ⇒ 00:05:02.690 Amber Lin: Zip code sheets are working, because a lot of the questions are related to that.
30 00:05:03.580 ⇒ 00:05:09.320 Amber Lin: are using, are using these a lot.
31 00:05:09.630 ⇒ 00:05:12.760 Amber Lin: … And…
32 00:05:14.110 ⇒ 00:05:23.800 Amber Lin: Okay, I’m just gonna scroll through to show you what, the 7… just to quickly get a sense of what the 700 exchanges are about.
33 00:05:24.070 ⇒ 00:05:24.750 YvetteRuiz: Okay.
34 00:05:25.960 ⇒ 00:05:30.940 Amber Lin: So… let’s see, we have inspectors… …
35 00:05:31.700 ⇒ 00:05:37.040 Amber Lin: It’s mostly, can I? Do I need to? What if they need this?
36 00:05:37.340 ⇒ 00:05:42.460 Amber Lin: So a lot… it seems like a lot of these basic questions are answered.
37 00:05:42.460 ⇒ 00:05:48.959 YvetteRuiz: Well, because I don’t see feedback related to these coming in, because I triage a lot of the feedback, and I know what people.
38 00:05:48.960 ⇒ 00:05:50.840 Amber Lin: are unhappy about, so it seems.
39 00:05:50.840 ⇒ 00:05:51.300 YvetteRuiz: Most….
40 00:05:51.300 ⇒ 00:05:53.440 Amber Lin: Questions we’re able to answer.
41 00:05:53.990 ⇒ 00:05:55.939 Amber Lin: And then…
42 00:06:07.620 ⇒ 00:06:16.240 Amber Lin: Yeah, so that’s mostly the questions, and then we can look at, who the top… Users are….
43 00:06:17.340 ⇒ 00:06:26.120 Amber Lin: So, this is ranked by exchanges, and we can see the last two weeks. Rosalinda’s also up there, we have Sam, and then Janice.
44 00:06:26.230 ⇒ 00:06:29.090 Amber Lin: Brian, Nathan….
45 00:06:29.510 ⇒ 00:06:32.239 YvetteRuiz: Who’s that? Sam Roberts? Who’s that?
46 00:06:32.240 ⇒ 00:06:34.180 Amber Lin: Oh, Raw Sam is….
47 00:06:34.180 ⇒ 00:06:34.660 YvetteRuiz: So….
48 00:06:34.660 ⇒ 00:06:37.170 Amber Lin: I think Sam is someone on our team.
49 00:06:37.170 ⇒ 00:06:37.810 YvetteRuiz: Oh, okay.
50 00:06:38.310 ⇒ 00:06:40.370 Amber Lin: Exclude this name.
51 00:06:41.510 ⇒ 00:06:42.780 Amber Lin: …
52 00:06:48.870 ⇒ 00:06:54.130 Amber Lin: So, exclusive, exclude Mustafa.
53 00:06:56.200 ⇒ 00:06:58.969 Amber Lin: Okay So that should be…
54 00:07:03.410 ⇒ 00:07:08.250 Amber Lin: Should be all, because I think we’re testing… Oh, no.
55 00:07:10.400 ⇒ 00:07:13.169 YvetteRuiz: I’m gonna go back and I’m gonna scrub some of the….
56 00:07:13.260 ⇒ 00:07:16.450 Amber Lin: The… is there a way to dump.
57 00:07:16.610 ⇒ 00:07:33.799 YvetteRuiz: like, all those… that feedback into, like, maybe chat GPT or something, and just kind of see, like, what’s the… just kind of bullet point, like, the questions, because it’ll be cool to go in there and look, you know, for training purposes, if any can be identified there.
58 00:07:33.800 ⇒ 00:07:42.589 Amber Lin: Yeah, totally. Let us do that, but first let me send you… let me download this quickly for the past two weeks.
59 00:07:42.590 ⇒ 00:07:46.010 YvetteRuiz: Okay. So you can also play with it, and then we are also…
60 00:07:46.280 ⇒ 00:07:49.620 YvetteRuiz: We will also do that. Awesome.
61 00:07:49.630 ⇒ 00:08:04.529 Amber Lin: So, pivot… For me… … Cleared this… So, let me add… input…
62 00:08:10.270 ⇒ 00:08:19.290 Amber Lin: Input… output… And then… Total…
63 00:08:28.460 ⇒ 00:08:34.430 Amber Lin: Okay, should I… I’ll also add a date there so that you can filter if you need?
64 00:08:34.620 ⇒ 00:08:35.070 YvetteRuiz: Okay.
65 00:08:35.070 ⇒ 00:08:36.200 Amber Lin: Mmm….
66 00:08:36.200 ⇒ 00:08:37.049 YvetteRuiz: Perfect.
67 00:08:38.179 ⇒ 00:08:40.579 Amber Lin: What’s quality score…
68 00:08:44.259 ⇒ 00:08:45.109 Amber Lin: -
69 00:08:54.859 ⇒ 00:09:06.879 Amber Lin: I guess I can’t add it. Let me… let me export this, and then send it to you. Would you like this to be… also be, like, a weekly or bi-week.
70 00:09:06.880 ⇒ 00:09:11.039 YvetteRuiz: Well, yeah, just send it to me. Yeah, if you could schedule it for me, that’d be perfect.
71 00:09:11.040 ⇒ 00:09:16.210 Amber Lin: Okay, let me… let me download one, just in case it doesn’t…
72 00:09:16.590 ⇒ 00:09:19.970 Amber Lin: Send, but August, so I’m gonna say…
73 00:09:20.550 ⇒ 00:09:26.610 Amber Lin: … today is August 25. Do you want it for the past 2 weeks, or past 1 week?
74 00:09:27.260 ⇒ 00:09:31.560 YvetteRuiz: Let’s do it for the past 2 weeks. That’ll kind of give me a little bit more of a… more data.
75 00:09:32.080 ⇒ 00:09:38.610 Amber Lin: Awesome. So, let me see… Create Schedule Report…
76 00:09:46.060 ⇒ 00:09:49.430 Amber Lin: So, I’ll say weekly on Monday.
77 00:09:50.460 ⇒ 00:10:00.699 Amber Lin: Do a little bit… Earlier, I’ll do… I think mine… A little bit before your…
78 00:10:01.100 ⇒ 00:10:07.210 Amber Lin: 8 AM, then I’ll do ex… Excel… Gross.
79 00:10:14.960 ⇒ 00:10:15.650 Amber Lin: operate.
80 00:10:25.260 ⇒ 00:10:27.240 Amber Lin: Let me go copy your email.
81 00:10:28.160 ⇒ 00:10:29.280 Amber Lin: …
82 00:10:46.010 ⇒ 00:10:46.670 Amber Lin: Okay.
83 00:10:47.510 ⇒ 00:10:48.700 Amber Lin: Boom.
84 00:10:50.830 ⇒ 00:10:54.250 Amber Lin: Let’s test it, so I’ll send this one.
85 00:11:01.890 ⇒ 00:11:02.720 Amber Lin: Okay.
86 00:11:03.090 ⇒ 00:11:05.430 Amber Lin: Should be sent to your email.
87 00:11:06.280 ⇒ 00:11:07.370 Amber Lin: ….
88 00:11:08.360 ⇒ 00:11:11.480 YvetteRuiz: Okay, let me… I just got in, I’m just gonna get in there.
89 00:11:11.800 ⇒ 00:11:20.939 Amber Lin: We… I’m trying the Excel download. It worked for me this time, so… should work also for you.
90 00:11:22.480 ⇒ 00:11:23.910 Amber Lin: Downloads…
91 00:11:24.810 ⇒ 00:11:30.920 Amber Lin: Yeah, I was able to download it, and it had the first column of input, the second column of outputs.
92 00:11:35.580 ⇒ 00:11:37.419 Amber Lin: You can also open it.
93 00:11:37.880 ⇒ 00:11:39.300 Amber Lin: Skin.
94 00:11:39.300 ⇒ 00:11:39.750 YvetteRuiz: Hello.
95 00:11:39.750 ⇒ 00:11:47.329 Amber Lin: Awesome. So that was… that’s something that we wanted to do. Didn’t get to it because we were doing the zip code stuff last week.
96 00:11:47.330 ⇒ 00:11:51.720 YvetteRuiz: Yeah, no worries, … I’m just opening it right now.
97 00:11:56.040 ⇒ 00:11:57.620 YvetteRuiz: Okay, perfect, yeah, got it.
98 00:11:57.890 ⇒ 00:11:59.400 Amber Lin: Awesome. Yay!
99 00:11:59.400 ⇒ 00:12:00.470 YvetteRuiz: Thank you.
100 00:12:00.470 ⇒ 00:12:13.749 Amber Lin: Of course. I think, as I sent in the email, what I want the priority to be this week is, one, the zip code database. There’s still…
101 00:12:13.990 ⇒ 00:12:36.799 Amber Lin: you know, the skills and zip sheet is structured a little bit differently than our, the new master inspector Sheet, because some… it’s a group of zip codes, and then the name and the inspectors, so we’ll still need to flatten that a little bit, and then add it to the database. I know they’re working on a pro… they had a…
102 00:12:36.810 ⇒ 00:12:51.070 Amber Lin: plan that Utam had to review… Utam was reviewing and making sure that, the technical details are right, because he’s very experienced, in the data space, so we’re have… we’re having him review it. Okay.
103 00:12:52.080 ⇒ 00:13:06.990 Amber Lin: I think in terms of features, of course, it will have the skills and zips, the inspectors, and the service areas. Another thing that I’ve been receiving requests about is including the Z groups for the different zip codes. So I think
104 00:13:07.100 ⇒ 00:13:09.690 Amber Lin: We might have…
105 00:13:09.950 ⇒ 00:13:23.680 Amber Lin: we might create another spreadsheet of, okay, these zip codes belong to this Z group, a zip group, so that when we’re looking for adjacent, inspectors or technicians, we can
106 00:13:23.940 ⇒ 00:13:28.970 Amber Lin: the AI can know, okay, I’ll look within this Z group, because right now….
107 00:13:28.970 ⇒ 00:13:29.300 YvetteRuiz: Okay.
108 00:13:29.300 ⇒ 00:13:33.190 Amber Lin: We don’t know what’s a adjacent… adjacent zip.
109 00:13:33.190 ⇒ 00:13:36.929 YvetteRuiz: Gotcha, gotcha. So, like, who’s… who else can cover that zip code?
110 00:13:36.930 ⇒ 00:13:37.580 Amber Lin: Yeah.
111 00:13:37.690 ⇒ 00:13:43.869 YvetteRuiz: Would you guys be able to have it, like, primary, and then how would that… how would that populate?
112 00:13:44.620 ⇒ 00:13:47.450 Amber Lin: … So…
113 00:13:50.460 ⇒ 00:13:57.290 Amber Lin: So, I think right now, what I’m thinking is just that we’ll define a base on a Z group, so in…
114 00:13:57.380 ⇒ 00:14:15.539 Amber Lin: the… so they… these five zip codes belong to the same group, and then if someone’s not available, we’ll look in that group that this zip code belongs in. Is there another way that you guys are doing it right now, so I can write it down and ask the team how we can do that?
115 00:14:16.350 ⇒ 00:14:17.640 YvetteRuiz: So…
116 00:14:24.930 ⇒ 00:14:31.249 YvetteRuiz: … So, right now, every… I guess it’s… everything’s a little bit different, so we’re
117 00:14:31.580 ⇒ 00:14:41.790 YvetteRuiz: We’re working on everybody trying to go to a primary and then have the… the adjacent, you know, supporters to that area.
118 00:14:41.790 ⇒ 00:14:42.380 Amber Lin: and….
119 00:14:43.210 ⇒ 00:14:46.340 YvetteRuiz: Normally, we would just use that spreadsheet, right?
120 00:14:46.610 ⇒ 00:14:54.670 YvetteRuiz: But then we have something in Evolve that’s called what you’re referring to, a Z group, that has everyone who can cover that zip code.
121 00:14:55.080 ⇒ 00:14:55.540 Amber Lin: snow.
122 00:14:55.540 ⇒ 00:14:57.379 YvetteRuiz: So, I… my question, I was like.
123 00:14:57.380 ⇒ 00:15:03.200 Amber Lin: Oh, I see, I didn’t understand the Z groups correctly. I thought there was a group of zip codes.
124 00:15:03.200 ⇒ 00:15:04.879 YvetteRuiz: No, no, it’s a group of…
125 00:15:05.130 ⇒ 00:15:10.440 YvetteRuiz: It’s… it’s a group of guys that can cover that… those… that side of Joe.
126 00:15:10.720 ⇒ 00:15:11.330 Amber Lin: As well.
127 00:15:12.080 ⇒ 00:15:28.790 YvetteRuiz: But I was having this conversation with one of our branch managers, right? So, it would be cool, and I guess I gotta think through this, and I wanted to have this conversation with you, just to kind of… so we can collaborate on this. So, it would be cool, and I don’t know how to do it, I’m sure we can go in there and do it and say.
128 00:15:29.450 ⇒ 00:15:36.810 YvetteRuiz: This is the primary person, right? But then, if he’s not available, it’ll be this one, or this one over here.
129 00:15:37.700 ⇒ 00:15:41.869 YvetteRuiz: But I just… I don’t know how… How we could do that.
130 00:15:42.290 ⇒ 00:16:01.870 Amber Lin: I see. I have a question. So, say we have Inspector A and Inspector B. B is a backup for A. Is it across the board, or, say, in zip code 1, A’s backup is C, and in zip code 2, A’s backup is B? Does it change ever, or is it always A’s backup is going to be B?
131 00:16:02.090 ⇒ 00:16:09.100 YvetteRuiz: It should be that group is backup. So, you have the primary that’s assigned to that.
132 00:16:09.960 ⇒ 00:16:12.090 YvetteRuiz: Right? And then you have…
133 00:16:12.610 ⇒ 00:16:18.909 YvetteRuiz: Like, you could have a couple, like, 2 or 2 or 3 technicians that can also cover that area.
134 00:16:19.000 ⇒ 00:16:24.259 Amber Lin: I see. And is that assigned by… So, is that…
135 00:16:24.430 ⇒ 00:16:34.289 Amber Lin: So, we have primary, and then a group of backup. The group of backup is assigned by the zip code, and not by… not determined by the primary person, right?
136 00:16:34.290 ⇒ 00:16:36.079 YvetteRuiz: That’s correct, yes, by the zip code.
137 00:16:36.080 ⇒ 00:16:36.910 Amber Lin: I see.
138 00:16:36.910 ⇒ 00:16:37.960 YvetteRuiz: Yeah,
139 00:16:40.080 ⇒ 00:16:55.489 Amber Lin: it… I think it’s totally plausible, because if it’s based on person, we’ll create another database that’s, this person, has these backups, but if it’s by zip code, I think it’s very similar to what we have for the master inspector Sheet.
140 00:16:55.490 ⇒ 00:17:06.939 Amber Lin: we’ll just note that primary is this, backup are these, and when they… we’ll just put it in one cell, so that when Andy asks for a response, we’ll just return
141 00:17:06.940 ⇒ 00:17:20.959 Amber Lin: both the primary and the backup. I think, what it will take is it will need the service managers to clearly spell out for this zip code who is the primary and who is the backup, so it might take a bit of work.
142 00:17:21.000 ⇒ 00:17:28.229 Amber Lin: coordinating that, but I think, in terms of the database, it wouldn’t be too much of a problem.
143 00:17:28.230 ⇒ 00:17:31.799 YvetteRuiz: Okay, okay. Yeah, I’m just thinking through, like.
144 00:17:31.900 ⇒ 00:17:34.259 YvetteRuiz: then… then I would just have to kind of…
145 00:17:34.500 ⇒ 00:17:52.950 YvetteRuiz: create the Google form that they fell out a little bit more simple for them to follow, you know what I mean? So then that way, they know, okay, primary is X, and then your backup… so when I create that form, that way they don’t… that way that form, it’s just… they go step by step, so then that way we get the information that we need.
146 00:17:52.960 ⇒ 00:17:53.540 Amber Lin: Oh, shit.
147 00:17:53.900 ⇒ 00:17:59.259 Amber Lin: I asked Janice, if they currently use a form. It sounds like the….
148 00:17:59.260 ⇒ 00:18:08.609 YvetteRuiz: service managers didn’t use the form except for the time that you were personally next to them. What are the… No, they use a form, they use a form, I’ll show it to you.
149 00:18:08.740 ⇒ 00:18:10.080 Amber Lin: Okay, awesome.
150 00:18:10.890 ⇒ 00:18:25.240 YvetteRuiz: Yeah, that’s what I was… I was, asking you guys a couple of weeks ago, if it’s possible, instead of us getting that. I mean, right now, they’re kind of all over the board, and… but that’s kind of on us, because, like Janice, if somebody goes to her.
151 00:18:25.640 ⇒ 00:18:31.530 YvetteRuiz: she just gets the information versus redirecting them and saying, hey, you gotta go fill out the form. You know what I mean?
152 00:18:31.740 ⇒ 00:18:32.360 Amber Lin: Hmm.
153 00:18:32.360 ⇒ 00:18:34.900 YvetteRuiz: So, we’re… so, can you see my screen?
154 00:18:34.900 ⇒ 00:18:36.029 Amber Lin: Yeah, I can see it.
155 00:18:36.030 ⇒ 00:18:37.280 YvetteRuiz: Can you see the form?
156 00:18:37.460 ⇒ 00:18:38.030 Amber Lin: Yep.
157 00:18:38.450 ⇒ 00:18:51.990 YvetteRuiz: Okay, so the form is, you know, who the employee, you know, the employee name and the employee number, the effective date, what all branches will they be covering, so what branches, Austin, all the branches that we have?
158 00:18:52.010 ⇒ 00:19:00.669 YvetteRuiz: The public user groups, that’s what we refer to as RZ groups, so, like, if there’s a specific group that they’re going to be assigned to, and then, …
159 00:19:01.270 ⇒ 00:19:17.829 YvetteRuiz: the quadrants and the zip codes. So, all right here, this is where all the zip codes would be, what zip codes they’re assigned to, and what quadrant, meaning what part of town are they… are they assigned to. So, they’ll have specific zip codes, but then they’ll be in that quadrant, because they’re going to be able to back up those
160 00:19:18.290 ⇒ 00:19:22.519 YvetteRuiz: because they’re in that specific area as well. Does that make sense?
161 00:19:22.750 ⇒ 00:19:33.150 Amber Lin: Oh, I see. So, can I… can you click on the top that says responses? I just want to see what the typical response looks like.
162 00:19:34.310 ⇒ 00:19:35.329 YvetteRuiz: I sure can.
163 00:19:36.540 ⇒ 00:19:39.090 YvetteRuiz: Oh, this put it in format. I don’t like this.
164 00:19:39.090 ⇒ 00:19:40.320 Amber Lin: Wow.
165 00:19:40.590 ⇒ 00:19:42.180 YvetteRuiz: Can I change that? Hang on.
166 00:19:42.450 ⇒ 00:19:43.260 YvetteRuiz: ….
167 00:19:43.260 ⇒ 00:19:45.170 Amber Lin: Every individual will be good.
168 00:19:46.220 ⇒ 00:19:48.489 YvetteRuiz: Yeah, here we go. So…
169 00:19:52.570 ⇒ 00:20:10.049 YvetteRuiz: So let’s use him, Miles Keefer, effective date. He’s gonna be assigned to Austin and Georgetown. His, public group name is going to be Georgetown zip codes, and then his quadrant’s gonna be George… well, that one’s not a good one, but anyhow, his quadrant is going to be Georgetown, so all the Georgetown zip codes.
170 00:20:10.560 ⇒ 00:20:15.109 YvetteRuiz: And then these are all the estimates that he’s gonna be able to run.
171 00:20:17.400 ⇒ 00:20:20.009 YvetteRuiz: I wonder if… let me see….
172 00:20:21.740 ⇒ 00:20:24.840 Amber Lin: I see… ….
173 00:20:24.840 ⇒ 00:20:26.890 YvetteRuiz: So, I wanna sh….
174 00:20:27.060 ⇒ 00:20:31.060 Amber Lin: So they don’t usually always type in the zip codes, because there’s.
175 00:20:31.060 ⇒ 00:20:39.710 YvetteRuiz: No, no, not at all. They don’t. They… they… that’s where we have… where we come in, and we’ll go to that sheet… hang on, I’m gonna stop sharing for a minute, and I’m gonna show you.
176 00:20:40.340 ⇒ 00:20:42.170 YvetteRuiz: Oops. …
177 00:20:53.790 ⇒ 00:20:55.860 YvetteRuiz: I’m gonna share again, Amber.
178 00:20:56.280 ⇒ 00:20:56.840 Amber Lin: Huh.
179 00:21:00.340 ⇒ 00:21:07.240 YvetteRuiz: So you’re familiar with this sheet right here, but let’s say, for instance, like they said, Georgetown, right?
180 00:21:08.100 ⇒ 00:21:14.340 YvetteRuiz: I would come here, and I know that Georgetown has all these zip codes right here.
181 00:21:18.080 ⇒ 00:21:19.770 YvetteRuiz: Are you, are you seeing, are you able to see.
182 00:21:19.770 ⇒ 00:21:20.450 Amber Lin: Yes, I see.
183 00:21:20.450 ⇒ 00:21:27.239 YvetteRuiz: Okay, so when they put Georgetown, I know that these are all the zip codes that are… need to be assigned to him.
184 00:21:28.450 ⇒ 00:21:42.060 YvetteRuiz: But we could go in there. Again, I’m not… I’m not… I’m not that savvy with these forms. I mean, it would be good, maybe, to do a drop-down box that has Georgetown, and it has those zip codes. I don’t know. I’m just, again, trying to…
185 00:21:42.850 ⇒ 00:21:44.650 YvetteRuiz: Bounce ideas on how it.
186 00:21:44.650 ⇒ 00:21:48.150 Amber Lin: Well, there’s sometimes where they will say Georgetown.
187 00:21:48.430 ⇒ 00:22:02.209 YvetteRuiz: in addition… plus these two zips, or Georgetown minus these two zips. Yeah, because you saw one of them that said Austin and Georgetown, Brent, so at that point, then it would be Austin, and then Georgetown.
188 00:22:02.210 ⇒ 00:22:04.099 Amber Lin: Oh, I see.
189 00:22:04.360 ⇒ 00:22:09.279 Amber Lin: … I mean, we could have them…
190 00:22:09.600 ⇒ 00:22:15.980 Amber Lin: select… we’ll just create a drop-down where they can select these zip codes. See, that’s.
191 00:22:15.980 ⇒ 00:22:22.100 YvetteRuiz: That’s what I was thinking, too, like, maybe there could be a drop-down. I don’t know, something that’s easy for them, you know what I mean?
192 00:22:22.100 ⇒ 00:22:24.230 Amber Lin: Yeah, and then we can…
193 00:22:24.870 ⇒ 00:22:26.659 YvetteRuiz: No, no, go ahead, I’m sorry.
194 00:22:26.660 ⇒ 00:22:28.770 Amber Lin: And then maybe we have a…
195 00:22:29.070 ⇒ 00:22:40.349 Amber Lin: text box where they fill in, plus these zip codes, or minus these zip codes, because sometimes they… they’re not perfectly by, say, Austin or by Georgetown.
196 00:22:40.380 ⇒ 00:22:42.200 YvetteRuiz: Yeah. That’s what I’ve seen so far.
197 00:22:43.130 ⇒ 00:22:48.010 YvetteRuiz: Yeah, and that probably would be easier, you know what I mean? Because we already have
198 00:22:48.380 ⇒ 00:23:06.780 YvetteRuiz: we already have, like, the designated zip codes, like, we have the quadrants and all, so if they say, okay, Austin South, they would just click Austin South, and then they could just do all the drop-down, and that’s what… that would be their… their zip codes, and then if they were in that quadrant, or their backup, then we could have the backup, and then they could just select
199 00:23:08.210 ⇒ 00:23:10.300 YvetteRuiz: I’m just, again, spitballing.
200 00:23:10.300 ⇒ 00:23:16.950 Amber Lin: What… what’s… how does the backup work? Doesn’t the backup also cover for those, or…?
201 00:23:16.950 ⇒ 00:23:28.879 YvetteRuiz: Yes, that’s correct, but they… they may have… so let’s… let’s just envision… let me show you… let me… let me… so then that way I can just paint the picture. Hang on. Let me come over here.
202 00:23:29.540 ⇒ 00:23:31.350 YvetteRuiz: Inspector…
203 00:23:35.820 ⇒ 00:23:37.430 YvetteRuiz: Oops, no.
204 00:23:46.220 ⇒ 00:23:48.089 YvetteRuiz: I’m gonna share my screen again, Amber.
205 00:23:50.840 ⇒ 00:23:52.740 YvetteRuiz: Oh, strong one.
206 00:23:53.910 ⇒ 00:23:54.850 YvetteRuiz: Alrighty.
207 00:23:55.070 ⇒ 00:23:56.580 YvetteRuiz: So, here we go.
208 00:23:57.290 ⇒ 00:23:58.639 YvetteRuiz: Can you see my map?
209 00:23:59.830 ⇒ 00:24:09.490 YvetteRuiz: Okay, so let’s say, for instance, this up here is Austin North, right? So you see how they’re all color-coded, so these are the quadrants.
210 00:24:10.700 ⇒ 00:24:20.180 YvetteRuiz: Okay? So, all these zip codes right here, these are all the tech… these are all the inspectors that are… are assigned to this area, okay?
211 00:24:20.790 ⇒ 00:24:31.119 YvetteRuiz: Okay, all these zip codes. However, Harlan may be primary to these 3 right here, but he can still cover all these over here.
212 00:24:32.610 ⇒ 00:24:34.059 YvetteRuiz: Does that make sense?
213 00:24:34.060 ⇒ 00:24:35.120 Amber Lin: I see.
214 00:24:40.800 ⇒ 00:24:41.630 Amber Lin: Okay.
215 00:24:42.170 ⇒ 00:24:58.369 Amber Lin: And then when they… I’m thinking about when the service managers create an entry, would they also note what backups there are while… while they are filling in, say, they’re making a new entry for,
216 00:24:58.940 ⇒ 00:25:00.910 Amber Lin: Hannah Wiley, and then….
217 00:25:01.270 ⇒ 00:25:08.139 Amber Lin: They also fill in who Hannah’s backups are, or is that another form?
218 00:25:08.450 ⇒ 00:25:19.689 YvetteRuiz: No, they could put it all… I just don’t have it in… in that form. All they do is say, okay, Aust… so Hannah, I mean, let’s say Hannah is going to belong to
219 00:25:19.690 ⇒ 00:25:29.259 YvetteRuiz: Quadrant North Austin, right? So then, she would be given all these zip codes, and then all these people in this quadrant right here are her backups.
220 00:25:30.560 ⇒ 00:25:36.569 Amber Lin: I see, so it’s automatically assigned based on who’s in the quadrant.
221 00:25:36.660 ⇒ 00:25:38.010 YvetteRuiz: That’s correct, yes.
222 00:25:38.010 ⇒ 00:25:42.390 Amber Lin: We should create quadrants in our database so that,
223 00:25:42.880 ⇒ 00:25:54.780 Amber Lin: the system can… can search that quadrant of, okay, these… this zip code belongs to this quadrant, what are the other zip codes, and what are the inspectors for those zip codes? And so we can find…
224 00:25:54.990 ⇒ 00:25:57.180 Amber Lin: Find that. Yeah.
225 00:25:57.180 ⇒ 00:26:09.989 YvetteRuiz: So I guess… I guess I’m getting the questions answered on the form then. Then I would just have to go in there and lay it out specifically for the managers to go in there and… and make it very easy, okay? It’s…
226 00:26:09.990 ⇒ 00:26:19.160 YvetteRuiz: this person for this quadrant, and then if there’s any backups, in what quadrant would it be, or if there’s another quadrant or something. And then we would just have to make sure that…
227 00:26:19.480 ⇒ 00:26:21.569 YvetteRuiz: Once you guys get that.
228 00:26:21.810 ⇒ 00:26:33.009 YvetteRuiz: y’all know how to plug that in through the database, and I would… I mean, because it’ll just be… I guess when you guys get the form, all it’s going to be doing is plugging it in, right? Is that correct?
229 00:26:34.400 ⇒ 00:26:44.059 Amber Lin: Yeah, so we will… I think this was really helpful, because that tells us what initial columns or tables we need to create.
230 00:26:44.060 ⇒ 00:26:57.369 Amber Lin: Do we have the quadrants noted anywhere? I know we have the region, say Austin, we have all the zips for Austin. Do we have the broken down by quadrant? What zip codes are in there?
231 00:26:58.240 ⇒ 00:27:04.530 YvetteRuiz: It’s in the inspector sheet, Amber. It is… right here.
232 00:27:04.530 ⇒ 00:27:05.839 Amber Lin: Oh, okay, okay, yeah.
233 00:27:05.840 ⇒ 00:27:08.989 YvetteRuiz: See, so, you see how it says Northwest Quadrant?
234 00:27:10.020 ⇒ 00:27:14.399 YvetteRuiz: You click over here, that’s the purple. You see what the purple color represents that.
235 00:27:14.400 ⇒ 00:27:15.200 Amber Lin: I see.
236 00:27:15.200 ⇒ 00:27:17.370 YvetteRuiz: So this purple right here?
237 00:27:17.660 ⇒ 00:27:23.269 YvetteRuiz: Northwest, That’s the northwest right here, that’s the northwest quadrant.
238 00:27:25.000 ⇒ 00:27:26.199 YvetteRuiz: And then….
239 00:27:26.200 ⇒ 00:27:34.199 Amber Lin: The quadrants are by the same also by, also in the skills and zip sheet, right? The quadrants are the same?
240 00:27:36.440 ⇒ 00:27:39.850 YvetteRuiz: That’s… yes, correct, yes, okay. Yeah, yeah.
241 00:27:39.850 ⇒ 00:27:40.700 Amber Lin: Sounds good.
242 00:27:40.700 ⇒ 00:27:43.290 YvetteRuiz: I just don’t admit, I don’t want to tell you wrong, but yes.
243 00:27:44.210 ⇒ 00:27:50.439 Amber Lin: … gotcha. Okay, that’s awesome. I’ll let the team know, …
244 00:28:07.840 ⇒ 00:28:23.029 Amber Lin: Yeah, last time, before I went on PTO, I know that Utam was reviewing our design document for the, for the database. I’m gonna check with him how the progress is, and then also add this quadrant
245 00:28:23.030 ⇒ 00:28:35.850 Amber Lin: Request so we can have backups, and then I’ll let you know what the timeline is and when we can have an initial thing to test with. Could you give me access to the Google Form that you just showed me?
246 00:28:35.850 ⇒ 00:28:36.400 YvetteRuiz: Yep.
247 00:28:46.410 ⇒ 00:28:49.610 YvetteRuiz: Yup, there’s a… Jennifer.
248 00:28:55.880 ⇒ 00:28:58.370 YvetteRuiz: I just… I just did, Amber.
249 00:28:59.190 ⇒ 00:29:01.669 YvetteRuiz: Hold on, I’m gonna make you an editor, sorry.
250 00:29:02.220 ⇒ 00:29:04.389 YvetteRuiz: Gotcha. Okay, I just did.
251 00:29:05.430 ⇒ 00:29:24.360 Amber Lin: Awesome, I got it. And then I know last week, Utam wanted to talk with you about the 8x8 stuff. I don’t think that meeting happened. I wasn’t sure, because I was looking for the recording, I didn’t see it. I think we have… internally, we made an initial demo for…
252 00:29:24.360 ⇒ 00:29:40.049 Amber Lin: chat UI that’s not in Google Chat. I don’t know if Utama shared it with you yet. If not, I’ll follow up with him and get that to you, so you can check it out and see what might be capable. If not, I think we’ll demo it this Thursday.
253 00:29:40.560 ⇒ 00:29:56.969 Amber Lin: And then, the last… I think the last thing on my mind, apart from the spreadsheets, is, the central dock with lawn and home improvement. I’m so sorry, it was… I’m so sorry, it was not very clear when I sent that message, it was just, hey, make this. It…
254 00:29:57.000 ⇒ 00:30:07.439 Amber Lin: I… because it’s… last time I met with Lawn and Home Improvement, I did have Patricia and Brenda add,
255 00:30:07.620 ⇒ 00:30:13.030 Amber Lin: I think their most trustworthy CSRs to their… to the session as well, so they…
256 00:30:13.120 ⇒ 00:30:19.129 Amber Lin: went with me to organize all the different documents to say, hey, this is needed, that’s a duplicate.
257 00:30:19.130 ⇒ 00:30:39.850 Amber Lin: And how we should add them. So, I was wanting the departments themselves to create the documents, because sometimes, as I’ve seen now with Mechanical, they don’t really know where I put the different things, so they were a little bit hesitant, because they weren’t… they didn’t have ownership over the document, so…
258 00:30:39.850 ⇒ 00:30:48.839 Amber Lin: I want them to create it, but if you think it’s… that’s a bad idea, I can totally create it and just spend more time walking them through of…
259 00:30:48.980 ⇒ 00:30:52.699 Amber Lin: how, how this document was made. What do you think?
260 00:30:53.300 ⇒ 00:31:03.360 YvetteRuiz: Yeah, if you could just kind of do it the way we did Pest, and then we could… I think it’d be better, because I think it’s going to take them longer, Amber, and I don’t want to delay it.
261 00:31:03.360 ⇒ 00:31:13.500 Amber Lin: I see, I see. Let me… okay, Casey is out today, so I’ll see if I get time a little bit later. I can definitely…
262 00:31:14.450 ⇒ 00:31:31.899 Amber Lin: I can do home improvement. I think Lawn has a lot of PowerPoints that might take a bit longer, because those are a lot of copy… individual pages that I need to copy and paste, but other than that, I do want to…
263 00:31:33.420 ⇒ 00:31:38.420 Amber Lin: like, either way, whoever creates it, I want it to be in… …
264 00:31:39.210 ⇒ 00:31:45.149 Amber Lin: In the central dock, by the end of this week, so we can start testing next week.
265 00:31:45.500 ⇒ 00:31:46.170 YvetteRuiz: Okay.
266 00:31:46.810 ⇒ 00:31:47.270 Amber Lin: Yeah.
267 00:31:47.690 ⇒ 00:32:05.580 YvetteRuiz: And then the… so yes, I wasn’t able to connect with Utem last week, because my schedule was crazy on Thursday and then Friday. Yeah, but I would… I… yeah, whatever information, I’d love to connect and get the info… information. If we do it Thursday, that’s fine. And then the transcript… the transcripts.
268 00:32:06.720 ⇒ 00:32:09.229 YvetteRuiz: Have we made any progress with that?
269 00:32:10.340 ⇒ 00:32:29.480 Amber Lin: They checked on that, I think they found that there was an error of the connection that we build. Our data engineer was out last week, so I’m asking them again, but I… he hasn’t responded to me, so I’m just gonna ask Utam to do it instead.
270 00:32:30.110 ⇒ 00:32:30.790 YvetteRuiz: Okay.
271 00:32:31.110 ⇒ 00:32:34.989 Amber Lin: Yeah, I’ll let you know, by Thursday what we can do.
272 00:32:35.410 ⇒ 00:32:37.240 YvetteRuiz: Okay, that works, Amber.
273 00:32:37.610 ⇒ 00:32:52.870 YvetteRuiz: Okay, well, thank you so much again for your time, ma’am, and, yeah, just circle back with me on the Central Docs if you need anything, and then we’ll connect, with Uten, I guess, on Thursday to kind of, go through the demo that he created.
274 00:32:52.870 ⇒ 00:32:53.570 Amber Lin: Okay.
275 00:32:53.830 ⇒ 00:32:56.080 YvetteRuiz: Alrighty. Okay, thanks, Amber.
276 00:32:56.080 ⇒ 00:32:56.410 Amber Lin: Bye.
277 00:32:56.410 ⇒ 00:32:56.930 YvetteRuiz: Yikes.