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NMP Process (NMP ON NEWLY TESTED SOIL New soil test and NMP sold Let…

- - - - Call client to make sure they are aware that they need to fill out the intake form. Confirm that we have the correct email address. Re-send "Update Request" if necessary.
    - - NMP Maker makes recipe:
        
        Use Report "NMP Ready for recipe creation" to see what is ready for recipe creation
        
        Uses calc sheet in excel on S:Drive
        
        Copies relevant tables into separate worksheet (Without the calcs!) for estimate production.
        
        Uploads Excel tables for dry amendments, liquids, and biologicals onto the line item in smartsheets "2019 NMP Intakes" sheet.
        
        When recipe is complete and Excel doc is uploaded, Nate clicks "NMP ready for Report/Estimate production"
        
        This alerts Consulting Associate to make the report and associated quote.
        
        NMP REPORT CREATION:
        Consulting Associate makes the NMP report
        
        Use Smartsheets reports "NMP Ready for Document Production" to determine which reports are ready be produced.
        
        Use the google merge function to create reports using data from Smartsheets
        
        Completed Excel tables are copied into correct format and placed in report which is then properly titled.
        
        When report is complete, download the word doc to the clients file in the S:Drive - open to double check formatting is intact. Save as a PDF in the same location in clients file
        Upload pdf only of the report to smartsheets line item in 2019 NMP Intakes.
        
        Click box titled "NMP Report Created" (No Alert?)
        
        ESTIMATE CREATION:
        Consulting Associate makes the Estimate (using QB Online):
        
        Use Smartsheets reports "Estimates to Make" to determine which quotes are ready to be produced.
        
        Use the excel doc uploaded to the NMP line item by Nate, make a sales estimate in Hum Ag's QB Online.
        
        When estimate is complete: a. Save but do not download. b. enter the estimate number in the "QB Estimate Number" cell on the correct line item.
        
        Click box titled "Quote Created" (Alert sent to Loren for estimate approval)
        
        ESTIMATE APPROVAL:
        Loren receives notification and views report titled "Estimates to approve"
        
        Use the "QB Estimate Number" Column to find the associated Estimate Number.
        
        Open the estimate and review using the excel recipe uploaded to the line item in "2019 NMP Intakes sheet" to cross reference the recipe with the estimate.
        
        Once quote is approved: Download pdf to.....????? (Loren explain this process)
        
        Once the estimate pdf is approved and downloaded, upload to the smartsheets line item in "2019 NMP Intakes sheet"
        
        Click box titled "Quote Approved"
        
        SENDING TO CLIENT:
        Loren receives notification and views report titled "Estimates to approve"
        
        Consulting Associate:
        
        Upload NMP Appendix and intro letter to all line items whether the update request has been filled or not.
        
        Enter Submittal date into the line item in 2019 NMP Intakes sheet. (Due date will be populated automatically and is pre-programmed to be 5 days after the submittal date. This will need to be manually revised to accommodate for the weekends.)
        
        Line items without due dates will be turned pink with conditional formatting.
  - - - Money refunded - if client cancels prior to any work being don on the NMP (10% cancellation fee will be charged)
      - Money not refunded - if part or all of the NMP has already been completed.
- - - - STEPS TAKEN:
        
        Client informs someone in the company of their request
        
        Request is sent to WHO?
        
        "WHO person" unclicks all the boxes, then re-clicks "Results Complete (Lab)" to initiate the chain reaction.
        
        "WHO person" sends a comment bubble to @Nate@dbsanalytics.com to express what the changes are
        
        Nate revises recipe
        
        Consulting Associates revises report and quote
        
        Consulting Associates saves revised report (Word and PDF) to S:Drive as "REV_1" etc. (Keep track of all revisions)
        
        Consulting Associates uploads pdf to smartsheets line item in "2019 NMP Intakes" sheet (Upload all revisions to SS line item)
        
        Loren (HAS) approves and sends the revised report and estimate to the client.
        
        ALL RELEVANT BOXES NEED TO BE RE-CLICKED ALONG THE WAY TO TRIGGER REPORTS AND NOTIFICATIONS
  - - - STEPS TAKEN:
        
        Recipe, Report, AND Quote Revision (HOW IS THIS COMMUNICATED? SOMEONE NEEDS TO UNCLICK ALL THE BOXES THEN RECLICK THE "Results Complete (Lab)" BOX TO TRIGGER THE PROCESS REACTION)
        
        Nate revises recipe
        
        Consulting Associates revises report and quote
        
        Consulting Associates saves revised report (Word and PDF) to S:Drive as "REV_1" etc. (Keep track of all revisions)
        
        Consulting Associates uploads pdf to smartsheets line item in "2019 NMP Intakes" sheet (Upload all revisions to SS line item)
        
        Loren (HAS) approves and sends the revised report and estimate to the client.
        
        ALL RELEVANT BOXES NEED TO BE RE-CLICKED ALONG THE WAY TO TRIGGER REPORTS AND NOTIFICATIONS