Workterra BenAdminProject Type: business

Workterra BenAdmin

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  1. Workterra BenAdmin
  2. WB-393

ACA_2018_County of lake

    Details

    • Type: Support Activity
    • Status: Closed
    • Priority: Medium
    • Resolution: Done
    • Labels:
      None
    • Support Task Type:
      ACA IRS Report
    • Environment:
      Production
    • Company:
      County of Lake
    • Categories:
      ACA
    • Reported by:
      Client

      Description

      NA

        Attachments

          Issue Links

          clones

          Support Activity - Support Activity WB-418 ACA Execution 2018

          • Medium - Has the potential to affect progress.
          • Closed

            Activity

            Ascending order - Click to sort in descending order
            smita.pawar Smita Pawar (Inactive) created issue -
            smita.pawar Smita Pawar (Inactive) made changes -
            Field Original Value New Value
            Link This issue clones WT-12484 [ WT-12484 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Description All companies are linked to this Jira which will get processed for IRS submission in year 2018
            smita.pawar Smita Pawar (Inactive) made changes -
            Company All Clients/Multiple Clients [ 18434 ] County of Lake [ 10450 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Account Executive Ashley Marra [ amarra ]
            Hide
            Permalink
            jennifer.leugers Jennifer Leugers added a comment -

            1095C for COL is ready to run. Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - 1095C for COL is ready to run. Thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Smita Pawar [ smita.pawar ]
            Hide
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            smita.pawar Smita Pawar (Inactive) added a comment - - edited

            Hi Jennifer Leugers,

            We have run 1095-C report on 'County of Lake' company.
            Please refer '12/14/2017 2:55:23 AM' latest run to download report.
            PFA QA verification list.

            Observation: MEC indicator is marked as NO for all 12 months in Report Analytics.

            Thanks!

            Show
            smita.pawar Smita Pawar (Inactive) added a comment - - edited Hi Jennifer Leugers , We have run 1095-C report on 'County of Lake' company. Please refer '12/14/2017 2:55:23 AM' latest run to download report. PFA QA verification list. Observation: MEC indicator is marked as NO for all 12 months in Report Analytics. Thanks!
            smita.pawar Smita Pawar (Inactive) made changes -
            Status Open [ 1 ] In Progress [ 3 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Status In Progress [ 3 ] Waiting for Customer Input [ 10500 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Jennifer Leugers [ jennifer.leugers ]
            Permalink
            smita.pawar Smita Pawar (Inactive) logged work - 14/Dec/17 01:43 PM
            • Time Spent:
              50m
               
              <No comment>
            smita.pawar Smita Pawar (Inactive) made changes -
            Remaining Estimate 2h [ 7200 ]
            Original Estimate 2h [ 7200 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Remaining Estimate 2h [ 7200 ] 1h 10m [ 4200 ]
            Time Spent 50m [ 3000 ]
            Worklog Id 96201 [ 96201 ]
            Permalink
            ramya.tantry Ramya Tantry (Inactive) logged work - 15/Dec/17 06:39 AM
            • Time Spent:
              1h
               

              Internal discussion with Smita
              Analysis on codes

            ramya.tantry Ramya Tantry (Inactive) made changes -
            Remaining Estimate 1h 10m [ 4200 ] 10m [ 600 ]
            Time Spent 50m [ 3000 ] 1h 50m [ 6600 ]
            Worklog Id 96266 [ 96266 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Attachment IRS 1095-CCounty of lake-Checklist.xls [ 70131 ]
            Hide
            Permalink
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - could you please check into the analysis for this group? There are a ton of 1H / 2C combinations which aren't valid. Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - could you please check into the analysis for this group? There are a ton of 1H / 2C combinations which aren't valid. Thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Smita Pawar [ smita.pawar ]
            Hide
            Permalink
            smita.pawar Smita Pawar (Inactive) added a comment -

            Hi Jennifer Leugers,

            Please refer latest run '12/14/2017 10:23:53 PM'. Now in this run all valid codes are generated.
            As eligibility on this company was run not properly for previous run hence 1H & 2C codes were reflecting on data analysis report.

            Let us know, if any additional information is needed from our side.
            Observation: MEC indicator is marked as NO for all 12 months in Report Analytics.

            Thanks!

            Show
            smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer Leugers , Please refer latest run '12/14/2017 10:23:53 PM'. Now in this run all valid codes are generated. As eligibility on this company was run not properly for previous run hence 1H & 2C codes were reflecting on data analysis report. Let us know, if any additional information is needed from our side. Observation: MEC indicator is marked as NO for all 12 months in Report Analytics. Thanks!
            smita.pawar Smita Pawar (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Jennifer Leugers [ jennifer.leugers ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Remaining Estimate 10m [ 600 ] 0h [ 0 ]
            Time Spent 1h 50m [ 6600 ] 2h 20m [ 8400 ]
            Worklog Id 96788 [ 96788 ]
            Permalink
            smita.pawar Smita Pawar (Inactive) logged work - 20/Dec/17 06:57 AM
            • Time Spent:
              0.5h
               

              Internal discussion
              Jira Updates

            Hide
            Permalink
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - client notified us of their $0 cost (isn't in WORKTERRA) so I updated the customization and need the forms re-run. Thanks!

            Ashley Marra FYI

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - client notified us of their $0 cost (isn't in WORKTERRA) so I updated the customization and need the forms re-run. Thanks! Ashley Marra FYI
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Smita Pawar [ smita.pawar ]
            kumar.chhajed Kumar Chhajed (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
            kumar.chhajed Kumar Chhajed (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Kumar Chhajed [ kumar.chhajed ]
            Hide
            Permalink
            kumar.chhajed Kumar Chhajed (Inactive) added a comment -

            Hi Jennifer Leugers,

            We have re-run this group. Please find latest run "12/26/2017 12:40:52 AM" for verification.
            We have uploaded the zip file on FTP server for this company as you were facing issues for downloading the file. You can find the file 1095C_for_COL_20171226004052_5177.zip under path - /users/workterraaca/_Tax Year 2017/County of Lake

            Observations-
            1) MEC indicator is marked as NO for all 12 months in Report Analytics.

            Show
            kumar.chhajed Kumar Chhajed (Inactive) added a comment - Hi Jennifer Leugers , We have re-run this group. Please find latest run "12/26/2017 12:40:52 AM" for verification. We have uploaded the zip file on FTP server for this company as you were facing issues for downloading the file. You can find the file 1095C_for_COL_20171226004052_5177.zip under path - /users/workterraaca/_Tax Year 2017/County of Lake Observations- 1) MEC indicator is marked as NO for all 12 months in Report Analytics.
            kumar.chhajed Kumar Chhajed (Inactive) made changes -
            Assignee Kumar Chhajed [ kumar.chhajed ] Jennifer Leugers [ jennifer.leugers ]
            kumar.chhajed Kumar Chhajed (Inactive) made changes -
            Status In Progress [ 3 ] Waiting for Customer Input [ 10500 ]
            kumar.chhajed Kumar Chhajed (Inactive) made changes -
            Time Spent 2h 20m [ 8400 ] 3h 20m [ 12000 ]
            Worklog Id 97775 [ 97775 ]
            Permalink
            kumar.chhajed Kumar Chhajed (Inactive) logged work - 26/Dec/17 02:14 PM
            • Time Spent:
              1h
               

              Re-run Eligibility
              Re-run Reports
              Draft reply
              Verify reports

            Hide
            Permalink
            amarra Ashley Marra (Inactive) added a comment -

            Jennifer Leugers Kumar Chhajed Thank you! I will inform the client.

            Show
            amarra Ashley Marra (Inactive) added a comment - Jennifer Leugers Kumar Chhajed Thank you! I will inform the client.
            Hide
            Permalink
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - I have uploaded the corrections requested by the employer. Please re-run this group. Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - I have uploaded the corrections requested by the employer. Please re-run this group. Thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Kumar Chhajed [ kumar.chhajed ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Kumar Chhajed [ kumar.chhajed ] Smita Pawar [ smita.pawar ]
            Permalink
            smita.pawar Smita Pawar (Inactive) logged work - 05/Jan/18 02:08 PM
            • Time Spent:
              0.5h
               
              <No comment>
            Hide
            Permalink
            smita.pawar Smita Pawar (Inactive) added a comment -

            Hi Jennifer Leugers,

            We have rerun the 1095-C report.
            Please refer latest run '1/5/2018 4:14:20 AM' to download.

            Let us know, if you need any additional information.

            Thanks,
            Smita

            Show
            smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer Leugers , We have rerun the 1095-C report. Please refer latest run '1/5/2018 4:14:20 AM' to download. Let us know, if you need any additional information. Thanks, Smita
            smita.pawar Smita Pawar (Inactive) made changes -
            Time Spent 3h 20m [ 12000 ] 3h 50m [ 13800 ]
            Worklog Id 99536 [ 99536 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Jennifer Leugers [ jennifer.leugers ]
            Hide
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            amarra Ashley Marra (Inactive) added a comment -

            Jennifer Leugers and Smita Pawar Please see below final corrections needed from client:

            Just two corrections to be made!

            Jin Rodriguez needs June to be corrected to 1H in line 14 and 2D in line 16.

            Serena Smith needs January to be corrected to 1A in line 14 and 2G in line 16. 1H 2A is correct for Feb through Dec.

            Show
            amarra Ashley Marra (Inactive) added a comment - Jennifer Leugers and Smita Pawar Please see below final corrections needed from client: Just two corrections to be made! Jin Rodriguez needs June to be corrected to 1H in line 14 and 2D in line 16. Serena Smith needs January to be corrected to 1A in line 14 and 2G in line 16. 1H 2A is correct for Feb through Dec.
            Hide
            Permalink
            jennifer.leugers Jennifer Leugers added a comment -

            HI all - I made the changes requested from the UI. Please re-run the forms with the corrections. Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - HI all - I made the changes requested from the UI. Please re-run the forms with the corrections. Thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Smita Pawar [ smita.pawar ]
            Hide
            Permalink
            smita.pawar Smita Pawar (Inactive) added a comment - - edited

            Hi Jennifer Leugers,

            We have re-run 1095C for COL report.
            Please refer latest run '1/10/2018 10:34:21 PM' to download.
            Corrections are reflected on corresponding PDF's of employees.

            Thanks!!

            Show
            smita.pawar Smita Pawar (Inactive) added a comment - - edited Hi Jennifer Leugers , We have re-run 1095C for COL report. Please refer latest run '1/10/2018 10:34:21 PM' to download. Corrections are reflected on corresponding PDF's of employees. Thanks!!
            Permalink
            smita.pawar Smita Pawar (Inactive) logged work - 11/Jan/18 08:26 AM
            • Time Spent:
              0.75h
               

              Report Rerun
              Verification
              Internal discussion

            smita.pawar Smita Pawar (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Status In Progress [ 3 ] Waiting for Customer Input [ 10500 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Time Spent 3h 50m [ 13800 ] 4h 35m [ 16500 ]
            Worklog Id 99983 [ 99983 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Jennifer Leugers [ jennifer.leugers ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Component/s ACA [ 10004 ]
            Description NA
            Key WT-12502 WB-81
            Project WORKTERRA [ 10000 ] Workterra BenAdmin [ 11501 ]
            Workflow WT_Support [ 59172 ] WB - Workterra BenAdmin Support workflow [ 64875 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Key WB-81 WT-13560
            Project Workterra BenAdmin [ 11501 ] WORKTERRA [ 10000 ]
            Workflow WB - Workterra BenAdmin Support workflow [ 64875 ] WT_Support [ 65312 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] Open [ 1 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Key WT-13560 WB-393
            Project WORKTERRA [ 10000 ] Workterra BenAdmin [ 11501 ]
            Workflow WT_Support [ 65312 ] WB - Workterra BenAdmin Support workflow [ 65436 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Status Open [ 1 ] In Development [ 10007 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Status In Development [ 10007 ] Waiting for Input [ 11502 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Workflow WB - Workterra BenAdmin Support workflow [ 65436 ] 0803 Copy of WB - Workterra BenAdmin Support workflow [ 65810 ]
            Hide
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            Prashant.samal Prashant Samal (Inactive) added a comment -

            Closing this ticket

            Show
            Prashant.samal Prashant Samal (Inactive) added a comment - Closing this ticket
            Prashant.samal Prashant Samal (Inactive) made changes -
            Resolution Done [ 10000 ]
            Status Waiting for Input [ 11502 ] Closed [ 6 ]
            Transition Time In Source Status Execution Times
            Smita Pawar (Inactive) made transition -
            Open In Progress
            		13d 4h 27m 1
            Smita Pawar (Inactive) made transition -
            Waiting for Customer Input In Progress
            		27d 18h 9m 2
            Smita Pawar (Inactive) made transition -
            In Progress Waiting for Customer Input
            		34m 49s 3
            Prashant Samal (Inactive) made transition -
            Waiting for Customer Input Open
            		53d 22h 46m 1
            Prashant Samal (Inactive) made transition -
            Open In Development
            		2m 26s 1
            Prashant Samal (Inactive) made transition -
            In Development Waiting for Input
            		1m 59s 1
            Prashant Samal (Inactive) made transition -
            Waiting for Input Closed
            		48d 22h 13m 1

              People

              Assignee:
              jennifer.leugers Jennifer Leugers
              Reporter:
              smita.pawar Smita Pawar (Inactive)
              Account Executive:
              Ashley Marra (Inactive)
              Votes:
              0 Vote for this issue
              Watchers:
              9 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved:

                  Time Tracking

                  Estimated:
                  Original Estimate - 2h Original Estimate - 2h
                  2h
                  Remaining:
                  Remaining Estimate - 0h
                  0h
                  Logged:
                  Time Spent - 4h 35m
                  4h 35m