Internal - Resetting corrupt NBS Create office masters for cancelled customers

Determine which cancelled customers have corrupt OM.

Using the “OMSummaryCorruptiionReport”

A copy is saved in X:\CustomerCentre\SoftwareSupport\Operational reports\NBS Create OM reports

• Save a copy to your local machine, open it, Data > refresh.
• Filter the scan date to show yesterday only.
• Column E “Active”. 1 = subscribed 0 = cancelled. Filter this to only show “0”.
• Column AW “Sum of All Risk. Filter this to remove any with 0 corruption.

At this point the exercise gets a little manual.

Also BEWARE while the report should only show cancelled subscriptions there is a chance paid for customers will appear. E.g. Ramboll.

• Work down the list of customers.
• Open their account in Pivotal. Check at Master Company Level:
• Have they cancelled ALL of their NBS Create subscriptions?
• If Yes >
• Note the most recent date they cancelled one of their NBS Create subscriptions (they may be different).
• Go to the Support Mailbox > Tasks. There will already be tasks setup for some of the companies on your list. For those who have a task logged remove that customer from your list.
• Note the cancellation date and Create Data Store ID for the remaining customers.

Log a task in the Support mailbox to reset the office masters.

Our NBS Create T&C state we will hold their OM for 2 years. Set the task for 2 year in the future from the cancellation date.

Set the task up with the following information:

Subject:

E.g.

Subject: OM Reset - Re-Format LLP

Please check Pivotal and if this customer has not re-subscribed to NBS Create please log a job with R&D to reset their OM.

Note: make sure the task saves into the support mailbox tasks not your own personal mailbox tasks!