Calderbrook Housing Group / B-Brain – Onboarding
Callcompleted
Calderbrook Housing Group: documents · 2024-09-24 11:15
Paul Rigby chased a high-priority ticket on repairs still double-counted. Callie Brennan found the extract carries a line per status change and will key on job reference, keeping the latest line. Paul wants it counted once.
What was said
What this says
Current to 11 Oct 26Paul Rigby chased a high-priority ticket on repairs still double-counted. Callie Brennan found the extract carries a line per status change and will key on job reference, keeping the latest line. Paul wants it counted once.
What happened: Paul showed the repairs dashboard still counting jobs more than once and cited his ticket, which had gone a day without reply. Callie accepted the delay and said the first refresh had landed cleanly and the counting error was her mapping.
Cause and fix: The sample showed one line per status stage, each treated as a separate repair. The fix keys repairs on job reference, keeps the latest status and retains earlier lines as history.
Customer view: Paul is patient but pointed, and Helen was absent with board papers. Adding users waits until the numbers have held for a few days.
Watch: The extract changed after the housing system upgrade and IT do not always say when. Whether a cancelled and re-raised job counts as one repair or two is open with Helen.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Callie to change the repairs mapping, test it on Paul's sample and send the repairs setup note.
- Paul to check his list of known wrong jobs before stand-up and send any refs still doubled.
- Callie to put the cancelled and re-raised question to Helen and brief Natalie on the extract change risk.
Risks
Current to 9 Oct 26- A ticket went a day without a reply, which strained patience with a user who is the day-to-day admin.
- IT changes to the housing system extract can break the mapping without warning.
- Helen was absent and the cancelled versus re-raised definition is unresolved, so board figures may still be questioned.
Opportunities
Current to 9 Oct 26- Once the numbers hold, Callie can run a walkthrough for the first small group, with sources shown for each figure.
- The setup note builds Paul's ability to run the brain himself.