CLIENT: Client’s Report

Simplify Biz LLC

Balance Remaining (Hours)

92232.535

Balance Remaining Pending Approval (Hours)

89368.035

Work Completed

Transaction Date	Work Completed	Consumed (Hours)
10/04/2023	Coordinate That Testing, OPS SimplifySmallBiz Gravity View, Ramage Law Troubleshooting Coordinate That Sellers Disclosure Implement Changes to Test Conducted by Client SimplifySmallBiz OPS site – Develeop view for petty cash payments using Gravity Views Ramage Law Troubleshooting learning	0
10/06/2023
10/06/2023
10/09/2023	Met with Jayd to discuss and implement improvements to Ampian PTO calculation script	5
10/09/2023	Set up new work environment Set up Local site for RLG to develop and test on Morning Meeting Ops Meeting with Andre Nell and Michaela Keel	4.5
10/10/2023	Met with Jayd to further develop Ampian script whilst learning and understanding principles and methods of programming	6.5
10/10/2023	Sundry Maintenance Items Morning Huddle Ops Meeting with Andre Nell and Michaela Keel Development Training from Andre Nell Developed a Local Dev environment for RamageLawPortal.com	3
10/11/2023	Met with team to implement github to FTP functionality went through and renamed my submission for ampian	4
10/11/2023	Updated plugins	2
10/11/2023	Morning Meeting Training from Andre Nell	2.25
10/12/2023	met with team to learn about using github within our development	3
10/12/2023	Training on Github from Jayd Page How to make local changes to code and submit them to github for approval Morning meeting with Michaela Keel and Andre Nell Troubleshooting an issue with Clio OPS meeting with Michaela Keel and Andre Nell	5.75
10/13/2023	Met with Jayd to discuss Ampian’s broker commission calculator Met with the team to go over GitHub and ftp integration	3
10/13/2023	Team Training from Jayd Page Github Training from Andre Nell How to complete diagnostic procedure How to find errors in automations JavaScript Study Tested using GitHub to upload changes made in Visual Studio Code	4
10/16/2023	Morning Team Meeting Training from AN Troubleshooting PHP Format Option in Visual Studio Code Organization of Trello Cards Codecademy Git and Terminal Course	6.5
10/17/2023	Training from AN Updated scripts for Red Flag Review for RamageLawPortal.com Troubleshooting Local Error Management of Trello Boards Updated OPS Board with new request form Thomas Fine Study of Javascript on codecademy.com OPS meeting with AN	5.75
10/17/2023	RamageLawPortal Troubleshooting Training: Red Flag Review Update Form Submissions to redirect to correct form IDs according to the correct red flag review.	0
10/02/2023	Met with Tom regarding Divorce Concierge WordPress site and custom plugin. Introduction to the various WordPress plugins that we use for development ( Gravity Forms, Gravity Flow, Gravity PDF, etc. )	2
10/03/2023	Onboarding with Tom to take me through the Ampian plugin and PTO calculation requirements.	2
10/03/2023	Onboarding with Andre to discuss what is required of me and to take me through the way of working	1.5
10/16/2023	Created Weekly Report Developed the form Developed the GravityFlow workflow Tested the workflow Team Meeting Reviewed status of Tom Donnelly Do Items Tested process to update server via github pull requests limiting approvals to code owners Trained Keke Phasha & Liam Nell on troubleshooting Ramage Law Portal issues Testing Weekly Report Tested Weekly Report procedure with Brie Hakes & Tracey Nell Attempted to assist Crystal Rabb to access her HubSpot account Setup unique domains and email forwarding accounts for all personnel who need a flexible email for test purposes	7
10/17/2023	Team Meeting Met with team in morning meetings Coaching & Development Coached Liam Nell and Keke Phasha on the diagnostic process and the Ramage Law Sales Process to increase their abilities to assist with trouble shooting Ramage Law Issues. Hours By Employee Reporting Developed the views to create reports of hours by Employee Tested the view Operations Management Reviewed hours by employee Communicated with team members regarding issues with their reporting	8
09/04/2023	Training on How HubSpot Works includes: Hubspot CRM Workflow/piplines Deals Ramage LAw Potal	0
10/18/2023	Trello board management Resolved issues for Thomas Donnelly regarding AmpianHR Commuicated with Eric Thorup regarding the server setup for AmpianHR Assigend work Reviewed approvals Team Meeting Coaching Keke Phasha & Liam Nell Reviewed RLG Issue with Liam resolving the issue Reviewed RLG origination of eCheck Authorization for Autopay Meeting with Thomas Donnelly Reviewed hours reported for the past 2 weeks Identified reports that have issues Made assignment for Thomas Donnelly to edit exising submissions and add additional submissions Provided Thomas Donnelly with a tempory admin acces link to ops.simplifybiz.co to facilitate the required edits.	2.5
10/13/2023	Studying Php by Codecademy Arrays Objects Functions	0
10/18/2023
10/18/2023	Updated my client reports from the first of the month to represent my work for the client.	1
10/05/2023	Client Submission Approvals Reconcile Xero	1
10/10/2023	Reconciled Customer Balances on the ops website Marked submissions with invoice # and date paid Ramage Law Group Divorce Concierge RBCA	5
10/11/2023	Compared results of testing for Ampian HR (billed to Ampian) Client submission approvals Reconciled Xero Cleaned Andre emails	1.5
10/12/2023	Reconcile Xero Approve Client Submissions Submit Andre’s client reports	1.5
10/16/2023	Morning Meeting Weekly Xero report to Andre Who we owe – cleaned that up in Xero Who owes us Client hourly balances for the week Reconciled Xero Client submission approvals	2.5
10/17/2023	Morning Meeting Reconcile Xero Plug & PlaySM Marked off submissions per hours purchased Checked to verify that the remaining minutes match and they do	4
10/18/2023	RLG Issue 1 Thomas Fine reported that a deal was in SPED Admin when it should be in CLOSING Hired. Coached Liam Nell through the diagnostic process to identify and resolve the issue. RLG Issue 2 Thomas Fine reported that a deal did not include the link to next action. Coached Liam Nell through the diagnostic process to identify the issue. Liam Nell tasked with testing and resolving the issue.	2.5
10/18/2023	Meeting with Andre Nell and Keke Phasha Instruction regarding diagnostic procedure Training on Hubspot Workflows Meeting with Andre Nell Andre Nell gave an explanation of how Ramage Law Portal and Hubspot workflows flow.	1.5
10/04/2023	PHP and WordPress Research (1 hour) Pairing with Tom on Ampian code improvements (4 hours 20 minutes) Daily meeting with Team (20 minutes)	5.6
10/05/2023	Introduce the coding concept of “Single Responsibility” Coaching on how to choose a good name Coaching on code comments Investigate how to write Unit Tests in PHP Do a proof of concept for writing a unit test in the Ampian project Troubleshooting how to return REST API plain text responses within WordPress	6
10/06/2023	Meeting with Tom to Better Understand the Way of Working and the Software Development Lifecycle within Simplify Pairing with Tom on PTO calculation refactor Introduce Tom to the concept of encapsulation Advocate for the use of PHP Types Advocate for the use of PHP Classes Introduce auto code formatting Daily Meeting with Team	6.25
10/09/2023	Introduce Tom to error handling techniques data integrity validation within the code default parameter values variable length parameters Introduce the concept of how to write testable code	6
10/10/2023	Introduce Tom to DRY principle the concept of Idempotency the concept of custom return types the concept of Dependency Inversion Explain concepts of how to write sustainable code Coach Tom on thinking about edge cases and boundary conditions	5
10/11/2023	Troubleshooting restoration of Ramage Law Portal to Local Machine Investigate and create Proof of Concept for Auto deploy to FTP via Github Documentation for Github deploy to FTP Session on configuring and deploying to FTP with the team	4.75
10/12/2023	Roleplay Git and source control scenarios with team Git conflict resolution Git pull requests Git pull request review Git pull request approval Git branching and conventions	2.5
10/13/2023	Update Github deployment behavior on pull requests Investigate Github reviewer and merge permissions Paired with Tom on Ampian Broker Commission Calculator Introduction Reviewed Broker Commission Calculator code to make suggestions Met with development team to configure deployment of the SB sandbox plugin to the development server	5
10/16/2023	Suggested and coached Tom on how to refactor the code using Object Oriented concepts Reduced code duplication and looked to simplify the solution Introduced Tom to to data transfer objects and data modeling Suggestions for future code improvements around making the code more maintainable Daily meeting with team	4.5
10/17/2023	Fix the code owners of the sb-sandbox-plugin repository to force approval by Andre of pull requests into the main branch Add documentation on how to protect branches in Github	0.6
10/18/2023	Introduction to submitting daily work hours Pairing with Tom on Ampian Broker Commission Calculator and how we can best synchronize data Discussion on strategies for long running tasks	1
10/18/2023	I updated all of the plugins that were listed.	2
10/19/2023	Team Meeting Coaching Keke Phasha & Liam Nell How to diagnose an issue RLG Issue Cancelled Appointments not updating throughout the system Setup Dev Server Setup rlp.sblik.com	3
10/19/2023	Morning Team Meeting Training from Andre Nell Troubleshot properties not updating in Hubspot after consult is canceled. Meeting with Michaela Nell and Andre Nell to discuss progress of Ramage Law Group projects. Misc Pick Up Dallas for Andre Nell	5.25
10/19/2023	Setup Dev Sites on Sblik.com tdc.sblik.com Setup GitHub FTP Workflows Ampian Live Server TDC Live Server TDC Dev Server	3
10/20/2023	Met with team to attempt to integrate pushing certain folders in github to certain folders on a sites server	2
10/20/2023	Review the changes Tom proposed to the Github FTP deploy workflow Made suggestions to combine PDF and Plugin deploys into a single workflow Explained the use of dry-run option for FTP deploy	0.3
10/20/2023	Team training	1
10/20/2023	Research: Gravity views Changing Upload Field Temple Names eChecks Team Meeting Ramage Law Portal: Red Flag Review Creating new Form submission triggers Updating Developer Notes eCheck Appointment Cancellation Troubleshooting	0
10/23/2023	Got github repository to successfully change separate server directories with files from separate folders in github Researched and attempted to implement downloading of debug logs from server into github repository	5.5
10/23/2023	Team Meeting Reviewed process to update development server via FTP using GitHub Set FTP Updates via GitHub Setup repo for CoordinateThat.com Tested the workflow to update a dev server after edits to local site that failed Requested assistance from Jayd Page Coaching Assisted Michaela Keel and Liam Nell with troubleshooting issue with pulling a branch from the repo into a different users local repo	3
10/23/2023	Updated Ramage Law Group’s Trello Items Morning Team Meeting Resolved an issue regarding Git branches Training from Michaela Keel Troubleshooting Contract: Initiate Form	2.9
10/23/2023	Bliksem Board Maintenance Reviewed and updated cards on Andre list Reviewed and updated cards on Approvals list Initiated Weekly Report	2
10/23/2023	Reviewed cards in Approvals list Updated clients view of work completed on ops.simplifybiz.co Updated Manager User Guide on ops.simplifybiz.co	1
10/23/2023	Assisted LN in setting up github branch to test contracts Trained LN on troubleshooting issues in RLP	1
10/24/2023	Team meeting Research how to save debug.log to external application Setup FTP updates via GitHub coordinatethat.com~/plugins/sb-cthat-plugin ct.sblik.com~/uploads/PDF_EXTENDED_TEMPLATES Tested updates via github for coordinatethat.com~/plugins/sb-cthat-plugin ct.sblik.com~/uploads/PDF_EXTENDED_TEMPLATES	2
10/24/2023	Helped Rebekah test DC contracts New signing process Met with team Prepared trello card to have a checklist for each stage of DC client’s workflow	4
10/24/2023	Coaching Assisted Liam Nell troubleshooting an RLG item with Clio Manage Maintenance Resolved issue where Thomas Donnelly had submitted client report as webg@simplifybiz.co Updated the entries to tom@simplifybiz.co Confirmed that the entries appeared in Thomas Donnelly’s inbox on ops.simplifybiz.co Management Approvals on Bliksem Trello Board	1
10/24/2023	Assisted LN is setting up Github branch for RLP local testing Assisting LN on how to develop a workflow in Hubspot	1
10/20/2023	Morning Meeting Working with Andre Nell Setting up Github workflow automations Troubleshooting Git tags were not initiating workflow to deploy changes to dev site.	5.75
10/24/2023	Coaching Assisted Liam Nell in troubleshooting an RLG item with Clio Manage a deal stuck in Contracts (Closing) Maintenance Resolved issue where Thomas Donnelly had submitted client report as webg@simplifybiz.co Updated the entries to tom@simplifybiz.co Confirmed that the entries appeared in Thomas Donnelly’s inbox on ops.simplifybiz.co Management Approvals on Bliksem Trello Board Troubleshooting Issue where root files in Texas Divorce Concierge PDF_EXTENDED_TEMPLATES folder were missing Setup update via github for PDF_EXTENDED TEMPLATES folder on texas.divorceconcierge.com tdc.divorceconcierge.com Research Hot to filter entries in gravityflow inbox for a user who has multiple roles assigned	5
10/24/2023	Morning team meeting Training from Michaela Keel and Andre Nell regarding Hubspot workflows and troubleshooting Hubspot deals.	1.25
10/25/2023	I updated the plugins that were listed.	1.5
10/25/2023	Check email Added a blog post to sblik.com How to unenroll a deal from a HubSpot workflow. Morning Team Meeting Training from Andre Nell and Michaela Nell Working on PHP Script to clear Sharon Ramage’s Inbox on ramagelawportal.com Maintenance: Updated Trello OPS Board	3.5
10/25/2023	Management Team meeting Approvals Processed Bliksem board approvals Processed GitHub pull requests Maintenance Improved efficiency of operations Streamlined email account to send emails to andre@simplifybiz.co Setup functionality to send email from andre@simplifybiz.co as other users Cleaned up folder structure in andre@simplifybiz.co email account to more easily manage the account Tested GitHub Actions update ct.sblik.com pdf_extended_templates folder update tdc.sblik.com pdf_extended_templates folder update texas.divorceconcierge.com pdf_extended_templates folder Continued testing servers via github actions Setup github actions to update custom plugin on tdc.sblik.com texas.divorceconcierge.com Tested to confirm success Coaching Worked with Liam Nell and Michaela Keel Worked through filtering gravityflow inbox for a specific user Assisted Liam Nell to resolve issue with RLP red Flag Review note to sales team displaying as json_encoded in the ramage law portal entry Resolved RLP issue with Liam Nell to determine the workflow for sending account setup notifications to PNC’s and Third Party’s.	8
10/26/2023	Met with Keke to troubleshoot WordPress endpoint issue	0.5
10/26/2023	Successfully calculated Broker Commission using real Prism data to get Suta bill rate (per employee) Admin fee (per client) Number of employees enrolled in Ampian health plan (per client) Continued searching Prism HR for SUTA Cost value	3
10/26/2023	Management Team Meeting Maintenance Changed location of debug.log on rlp.sblik.com to wp-content/logs/debug.log Created FTP account for Keke Phasha to access this debug log Coaching Worked with Keke on process to download debug.log from rlp.sblik.com to his local driver and then commit to sblik/debug.log repo on github Reviewed principles for Commit message	3
10/23/2023	OnceHub Research: Webhooks Subscriptions Creating Test Account Understand incoming webhooks	0
10/24/2023	Research Oncehub: Understand receiving webhooks from onceHub using Webhooksite Examine RLP incoming webhook Githhub: Setup Coordinate That repo	0
10/25/2023	Research Creating WordPress Endpoints: Creating Endpoints for receiving incoming webhooks. Manipulate incoming post-data from third-party sites. Implement in one.sblik.com	0
10/26/2023	Troubleshoot Appointment Cancellation: Create test data Verify problem Research Oncehub, webhook site, and Postman. Debug log training: Uploading debug logs on GitHub	0
10/27/2023	Daily Team meetings	0
10/30/2023	Met with Andre to get information regarding Ampian	0.5
10/30/2023	Team meeting Reviewed bliskem trello board and updated the board	2
10/31/2023	Team meeting Completed 1 on 1 mentoring on how to express project requirements and status in written format for managers and other developers Reviewed bliksem lists on the Trello board with Keke Phasha to determine the status quo of assigned projects Thomas Donnelly’s salary with a consultant. He has been with the company for 2 years now. Bliksem lists on the Trello board with Michaela Keel to determine status quo of assigned projects	5
10/31/2023	Cleaned up trello board items Consolidated trello board items that had too many cards for the same item Training with AN on written communication	3
10/31/2023	Completed Do Items on Bliksem board on Trello Completed approvals on Bliksem board on Trello	1.5
11/01/2023	I updated the plugins that were listed	1.5
11/01/2023	Updated Trello cards to use bullet point instructions and comments Read through slack messages	1
11/02/2023	Met with Jayd to introduce the principals of debugging within VSCode Met with team to go over PHP Storm shortcuts	2
11/01/2023	Team meeting Approvals Follow up Ampian PTO Calculator Ampian Broker Commission Calculator RamageLawPortal projects New Lead Form update RLG Issues Keke Phasha Liam Nell	8
11/02/2023	Team meeting Training from Jayd Page PHP Storm Shortcuts Deploying updates Approvals	3
11/02/2023	Management of OPs board Updated Trello cards with evidence that solutions work. Maintenance Items Check inboxes Check Thomas Fine’s Board for New Requests	2.25
11/02/2023	Morning Meeting Trello Board Organization Observed Andre Nell develop Hubspot Workflow. Edits made to follow up call workflow.	3
10/18/2023	Met with Andre Submission approvals Added my submissions for Bliksem to keep track of Trello card to An for submission reminders instructions to “Reconcile Bulk Entries & Customer Invoices” to add to the Managers User Guide	2.5
10/23/2023	Submission Approvals Emails Reconcile Xero Monday Report	1.5
11/02/2023	Management Approvals Troubleshooting RLG Follow Up Reminder Workflow Simplify Biz Weekly Report notifications to slack Do list items on Bliksem	3.5
11/02/2023	Reconcile Xero Submission Approvals… so many! Trello: review & complete cards Monday Report	5
11/02/2023	Assisted LN and TD in understanding and troubleshooting RLP	1
11/02/2023	Meeting With Tom – Debugging. Segregation of Data Retrieval, Data Mapping and Data Processing PHP Storm Demo With Andre – Keyboard Shortcuts and Auto Deploy.	2.5
11/03/2023	Tried to find cause of critical error on ramagelawportal.com Assisted Rebekah with testing ramagelawportal.com Met with team to discuss how to improve communication regarding writing tests and giving instructions in Trello Cards	4
11/03/2023	Management Team meeting Approvals Process Pull requests Coaching Formatting cards on Trello Board Title Make it descriptive and measurable Description Field: Objectives Notes or Comments from Clients Comments Bullet point form Add summary comment at the end Comments should make life easier for the next person. They should not have to go looking to figure out what is going on. Troubleshooting Keke Phasha, Michaela Keel Issue with MK local RLP On submission of SPED Set Consult, fields in NLF were not populating from PS Reviewed how to narrow down to the specific steps to investigate	7
11/03/2023	Meetings Finance meeting with Brie Finance meeting with Tracey	1