Sync SOP — Referral Tracker

Generated Thu Aug 20 2026 09:14:00 GMT-0700 (Pacific Daylight Time) from the live system. This is a snapshot, not a live page — regenerate from Menu › SOP › Generate and open whenever it needs to be current.

Field Map

Field	Master Header	Child Header	Direction
Unique ID	Unique ID	Unique ID	id
Assigned To	Assigned To	(master only)	route
Date Inquired	Date Inquired	Date Inquired	down
Client	Client	Client	down
Status	Status	Status	up
Notes	Notes	Notes	both
Date of Consult	Date of Consult	Consult Date	up

Route sentinels (hold a row in the master, remove it from every child): Waitlisted, Closed

Registered Children

Name	Spreadsheet ID	Readable
Location A	1a2B3c4D5e6F7g8H9i0JkLmNoPqRsTuVwXyZaAbBcCd1	yes
Location B	1zY9xW8vU7tS6rQ5pO4nM3lK2jI1hG0fEeDdCcBbAa2	yes
Location C	1Q1w2E3r4T5y6U7i8O9p0AsSdDfFgGhHjJkKlL3m4N5	NO — check sharing

3 of 18 children registered (hard ceiling, driven by the 20-trigger-per-script quota).

Trigger Inventory

Handler	Type	Source ID
handleMasterEdit	ON_EDIT	1M4sT3rF4k3Sh33tIdD3m0Xx9pQrStUvWxYzAbCdEfGh1
handleChildEdit	ON_EDIT	1a2B3c4D5e6F7g8H9i0JkLmNoPqRsTuVwXyZaAbBcCd1
handleChildEdit	ON_EDIT	1zY9xW8vU7tS6rQ5pO4nM3lK2jI1hG0fEeDdCcBbAa2
handleChildEdit	ON_EDIT	1Q1w2E3r4T5y6U7i8O9p0AsSdDfFgGhHjJkKlL3m4N5
runReconciliation	CLOCK	(none)

Headroom: 15 of 20 triggers remaining.

Health

2 non-OK Sync Log entries in the most recent 200.

UID	Child
4f6a2e1c-9b3d-4a7e-8c2f-1d5e6a7b8c9d	Location B

Resolve from Menu › Advanced › Adopt orphan / Discard orphan.

Drift Log (most recent)

Timestamp	Component	Old Hash	New Hash
Tue Aug 11 2026 14:02:31 GMT-0700 (Pacific Daylight Time)	config	ac13bd0fcdb5e84f1f1cb1059349b50d4ecfd1338437dbb3c0fddc78df3f36e	516315a6e39f869eb8bfff26336a3301b030ea6d23e66bec9efeb6cb403ed52
Tue Aug 18 2026 03:00:04 GMT-0700 (Pacific Daylight Time)	roster	8c0601cbf43fb1f60b8f4d14c6c39d36ae219c27f3dfde5ed9b2b73a5778464	3ca84c1009fd0e5d7002d4603c01acb67e2e1dcc4cfd5729e1cfc36d1fce31e

This detects drift in the field map, sentinels, tab names, and the child roster — nothing else. It is not an audit trail: it does not see A→B→A round trips between checks, several changes collapsed into one entry, Runbook edits, header renames, source-code changes outside this hashed config, missed or failed checkpoints, tampering with this log itself, the actual time a change was made, who made it, or any row-level data change.

Runbook

Onboarding a new team member

Add them as an editor on their assigned child sheet. They never need access to the master spreadsheet or to Apps Script.

Offboarding a team member

Remove their editor access from their child sheet. Their existing rows stay in the master and in the Sync Log exactly as they left them.

"Nothing is syncing"

Menu › Advanced › Health check first, it reports recent failures, trigger drift, and SOP staleness in one place. If it shows no issues, confirm the edit landed on the "Tracker" tab and not a different one.

Resolving an orphaned row

Menu › Advanced › Health check lists orphans. Adopt orphan brings it into the master; Discard orphan deletes the stray copy. Ask whoever made the edit before discarding.

Customizing dropdown menus

The "Assigned To" tab lists your children, its dropdown is generated from that list automatically, nothing to configure. For any other column that should be a dropdown (like Status), edit the "Dropdown Menu Config" tab: column A is the field name, column B is a comma-separated list of allowed values. Then run Menu › Advanced › Generate dropdown menus. No code change or push needed.

Escalation contact

Post in the #operations Slack channel and tag the on-call lead. No response within one business day, call the practice manager directly.

Adding a new location

Create the child spreadsheet from Step 1 of the guide, add its row to the "Assigned To" tab, then run Menu › Advanced › Run setup and Menu › Advanced › Install triggers, in that order. Setup protects the new sheet’s Unique ID column; installing triggers wires it into sync.