Source Control RL-EDITION-03

Know Exactly What Data Belongs In This Edition

The Closing Window timeline tracks Period End, Data Refresh, Manual Entry, Review, and Planned Send — with each source window marked included, late, or excluded.

Report Period End

Edition 2026-03 window closed

included
Data Refresh

Monitoring + Billing synced

included
Manual Entry

Implementation notes entered

late
Review

Ops Analyst validation

included
Planned Send / Scheduled Send Time

Client audience release

pending
  • Service DeskIncludedLast successful sync · Phase 2 · Owner: Ops AnalystRL-SRC-011
  • MonitoringIncludedLast successful sync · Phase 2 · Owner: Platform EngRL-SRC-012
  • BillingIncludedLast successful sync · Phase 2 · Owner: Finance OpsRL-SRC-013
  • CRMIncluded · out of syncCRM refreshed Phase 2 · Data Warehouse lagging Phase 1 — override pendingRL-SRC-016
  • Project TrackerLateManual entry · override by CS Lead · Phase 1RL-SRC-014
  • Incident LogIncludedLast successful sync · Phase 2 · Owner: NOCRL-SRC-015
  • Data WarehouseLaggingOut of sync with CRM · last successful sync Phase 1RL-SRC-017

CRM is updated while Data Warehouse is lagging — sources are out of sync. Project Tracker entered late with a recorded override. Freeze Edition Sources locks ranges and versions so later refreshes cannot silently rewrite a reviewed edition.