--- title: 'Roster documentation' disqus: hackmd --- ROSTER --- #### 1. Base is Active Contracts List. Gets updated every 30 days. :arrow_right: [Link](https://hpe.sharepoint.com/sites/B1/EG/global-partner-contracts/Contract%20Reports/Forms/AllItems.aspx) - [x] To Do: ==`Add Contract effective date`== :pushpin: #### 2. Check Zip Codes (Sergio’s file). #### 3. Check PSAs based on setup (Mary Seelie DB once a year). #### 4. Cross Memberships to Lisa Schultz with Highest EG Membership. :arrow_right: [Link](https://ent311.sharepoint.hpe.com/teams/partneroneprogramfiles/default.aspx?RootFolder=%2Fteams%2Fpartneroneprogramfiles%2FShared%20Documents%2FUS%20Membership%20Report&FolderCTID=0x0120007055F547390FC045A8A4429F9F1A0EB6&View=%7BC7A4E8E8%2D8691%2D4A48%2D9C06%2D781B8B8D21B5%7D) - [ ] To Do: ==`PRS Membership`== :pushpin: #### 5. Aruba Membership File (from Aruba Partner Comms email- Updated PRFN once a month. #### 6. Molly Remington for CAM/iCAM coverage (ask via email). #### 7. HIT, Storage & PointNext specialists from Jill Goozen (Anaplan extract, once a half). >a. Get Sales Territory ID based on Territory Name (Sergio has a DB) in column N & O b. Need to cross reference to PSA to tie into Loc IDs - [x] To Do: ==`PointNext specialists`== :pushpin: #### 8. Aruba FED to go to VAR tab with coverage from the main HQ. - [x] To Do: ==`Aruba FED`== :pushpin: #### 9. Need to define Non VAR coverage (REMOVE FROM ROSTER EXCEL FILE). >a. OEM- Gary Gammon b. SI- Chells? c. SP- ? d. INT- ARUBA FED (Add to Roster for FED) - [ ] To Do: ==`Non VAR coverage`== :pushpin: #### 10. M&A. >a. Tinoco to advise when M&A is completed to update Roster #### 11. Tiering. >a. File from Carlos Renteria (monthly) #### 12. Preferred (Q419). >a. From SO 70% or more with that Distributor b. 12 months back c. Once a Q #### 13. Active/Dormant/Dormant HIT. >a. 12 months back Sales Out or not b. Aruba? #### 14. DNQ. >a. Monthly list #### 15. Terminated >a. Need to get source (Lorena) - [ ] To Do: ==`Need to get source`== :pushpin: