Complete weekly reconciliation review workflow

reconciler/ManualReviewExport.dtsx

@@ -11,8 +11,8 @@
   DTS:LocaleID="1033"
   DTS:ObjectName="ManualReviewExport"
   DTS:PackageType="5"
-  DTS:VersionBuild="33"
+  DTS:VersionBuild="34"
-  DTS:VersionGUID="{98FD7D14-0AA2-476F-B1F7-2762A8541125}">
+  DTS:VersionGUID="{09CBCBA0-EDAF-4ED0-B21D-D9F7486039D0}">
   <DTS:Property
     DTS:Name="PackageFormatVersion">8</DTS:Property>
   <DTS:ConnectionManagers>
@@ -38,7 +38,7 @@
         <DTS:ConnectionManager
           DTS:ConnectRetryCount="0"
           DTS:ConnectRetryInterval="0"
-          DTS:ConnectionString="Provider=Microsoft.ACE.OLEDB.12.0;Data Source=S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx;Extended Properties=&quot;EXCEL 12.0 XML;HDR=YES&quot;;" />
+          DTS:ConnectionString="Provider=Microsoft.ACE.OLEDB.12.0;Data Source=\\retreathealthcare.org\network\Share\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx;Extended Properties=&quot;EXCEL 12.0 XML;HDR=YES&quot;;" />
       </DTS:ObjectData>
     </DTS:ConnectionManager>
     <DTS:ConnectionManager
@@ -61,7 +61,7 @@
       <DTS:ObjectData>
         <DTS:ConnectionManager
           DTS:FileUsageType="1"
-          DTS:ConnectionString="S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx" />
+          DTS:ConnectionString="\\retreathealthcare.org\network\Share\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx" />
       </DTS:ObjectData>
     </DTS:ConnectionManager>
   </DTS:ConnectionManagers>
@@ -79,12 +79,12 @@
       DTS:CreationName=""
       DTS:DTSID="{B4CCCD0F-2125-47FC-BFE5-F420AF9BC857}"
       DTS:EvaluateAsExpression="True"
-      DTS:Expression="&quot;-ExecutionPolicy Bypass -File \&quot;S:\\datahub\\pharmacy\\reconciliation\\weekly\\FormatManualReviewWorkbook.ps1\&quot; -WorkbookPath \&quot;&quot; &#xA;+ @[User::OutputFile] &#xA;+ &quot;\&quot;&quot;"
+      DTS:Expression="&quot;-ExecutionPolicy Bypass -File \&quot;\\\\retreathealthcare.org\\network\\Share\\datahub\\pharmacy\\reconciliation\\weekly\\FormatManualReviewWorkbook.ps1\&quot; -WorkbookPath \&quot;&quot; &#xA;+ @[User::OutputFile] &#xA;+ &quot;\&quot;&quot;"
       DTS:IncludeInDebugDump="2345"
       DTS:Namespace="User"
       DTS:ObjectName="FormatArguments">
       <DTS:VariableValue
-        DTS:DataType="8">-ExecutionPolicy Bypass -File "S:\datahub\pharmacy\reconciliation\weekly\FormatManualReviewWorkbook.ps1" -WorkbookPath "S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx"</DTS:VariableValue>
+        DTS:DataType="8">-ExecutionPolicy Bypass -File "\\retreathealthcare.org\network\Share\datahub\pharmacy\reconciliation\weekly\FormatManualReviewWorkbook.ps1" -WorkbookPath "\\retreathealthcare.org\network\Share\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx"</DTS:VariableValue>
     </DTS:Variable>
     <DTS:Variable
       DTS:CreationName=""
@@ -95,7 +95,7 @@
       DTS:Namespace="User"
       DTS:ObjectName="OutputFile">
       <DTS:VariableValue
-        DTS:DataType="8">S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx</DTS:VariableValue>
+        DTS:DataType="8">\\retreathealthcare.org\network\Share\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx</DTS:VariableValue>
     </DTS:Variable>
     <DTS:Variable
       DTS:CreationName=""
@@ -104,7 +104,7 @@
       DTS:Namespace="User"
       DTS:ObjectName="PendingFolder">
       <DTS:VariableValue
-        DTS:DataType="8">S:\datahub\pharmacy\reconciliation\weekly\pending</DTS:VariableValue>
+        DTS:DataType="8">\\retreathealthcare.org\network\Share\datahub\pharmacy\reconciliation\weekly\pending</DTS:VariableValue>
     </DTS:Variable>
     <DTS:Variable
       DTS:CreationName=""
@@ -179,7 +179,7 @@ ORDER BY ReviewGroupID, ReviewID;</DTS:VariableValue>
       DTS:Namespace="User"
       DTS:ObjectName="TemplateFile">
       <DTS:VariableValue
-        DTS:DataType="8">S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx</DTS:VariableValue>
+        DTS:DataType="8">\\retreathealthcare.org\network\Share\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx</DTS:VariableValue>
     </DTS:Variable>
   </DTS:Variables>
   <DTS:Executables>
@@ -236,7 +236,7 @@ ORDER BY ReviewGroupID, ReviewID;</DTS:VariableValue>
           <DTS:ObjectData>
             <ExecuteProcessData
               Executable="powershell.exe"
-              Arguments="-ExecutionPolicy Bypass -File &quot;S:\datahub\pharmacy\reconciliation\weekly\FormatManualReviewWorkbook.ps1&quot; -WorkbookPath &quot;S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx&quot;" />
+              Arguments="-ExecutionPolicy Bypass -File &quot;\\retreathealthcare.org\network\Share\datahub\pharmacy\reconciliation\weekly\FormatManualReviewWorkbook.ps1&quot; -WorkbookPath &quot;\\retreathealthcare.org\network\Share\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx&quot;" />
           </DTS:ObjectData>
         </DTS:Executable>
         <DTS:Executable
@@ -1110,18 +1110,10 @@ ORDER BY ReviewGroupID, ReviewID;</property>
     <LayoutInfo>
       <GraphLayout
         Capacity="16" xmlns="clr-namespace:Microsoft.SqlServer.IntegrationServices.Designer.Model.Serialization;assembly=Microsoft.SqlServer.IntegrationServices.Graph" xmlns:mssgle="clr-namespace:Microsoft.SqlServer.Graph.LayoutEngine;assembly=Microsoft.SqlServer.Graph" xmlns:assembly="http://schemas.microsoft.com/winfx/2006/xaml">
-        <NodeLayout
-          Size="200,42"
-          Id="Package\Get Pending Review Runs"
-          TopLeft="552,83" />
         <NodeLayout
           Size="197,42"
           Id="Package\For Each Loop Review Run\Create Review Workbook"
           TopLeft="19,5.5" />
-        <NodeLayout
-          Size="207,42"
-          Id="Package\For Each Loop Review Run\Populate Review Workbook"
-          TopLeft="14,81" />
         <NodeLayout
           Size="200,42"
           Id="Package\For Each Loop Review Run\Format Review Workbook"
@@ -1130,6 +1122,10 @@ ORDER BY ReviewGroupID, ReviewID;</property>
           Size="184,42"
           Id="Package\For Each Loop Review Run\Mark Review Exported"
           TopLeft="23,258" />
+        <NodeLayout
+          Size="207,42"
+          Id="Package\For Each Loop Review Run\Populate Review Workbook"
+          TopLeft="14,81" />
         <EdgeLayout
           Id="Package\For Each Loop Review Run.PrecedenceConstraints[Constraint]"
           TopLeft="117.5,47.5">
@@ -1203,6 +1199,10 @@ ORDER BY ReviewGroupID, ReviewID;</property>
           Size="351,422"
           Id="Package\For Each Loop Review Run"
           TopLeft="484,171" />
+        <NodeLayout
+          Size="200,42"
+          Id="Package\Get Pending Review Runs"
+          TopLeft="552,83" />
         <EdgeLayout
           Id="Package.PrecedenceConstraints[Constraint]"
           TopLeft="655.75,125">

reconciler/ManualReviewImport.dtsx

@@ -11,8 +11,8 @@
   DTS:LocaleID="1033"
   DTS:ObjectName="ManualReviewImport"
   DTS:PackageType="5"
-  DTS:VersionBuild="22"
+  DTS:VersionBuild="25"
-  DTS:VersionGUID="{9BD7A0FF-3AA6-45A3-86BD-A5C6FD2EFF6B}">
+  DTS:VersionGUID="{244CEC55-CC67-4A6F-9D29-E2CCB83ED199}">
   <DTS:Property
     DTS:Name="PackageFormatVersion">8</DTS:Property>
   <DTS:ConnectionManagers>
@@ -36,7 +36,7 @@
         DTS:Name="ConnectionString">@[User::CurrentReviewFile]</DTS:PropertyExpression>
       <DTS:ObjectData>
         <DTS:ConnectionManager
-          DTS:ConnectionString="S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx" />
+          DTS:ConnectionString="\\retreathealthcare.org\network\Share\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx" />
       </DTS:ObjectData>
     </DTS:ConnectionManager>
     <DTS:ConnectionManager
@@ -51,7 +51,7 @@
         <DTS:ConnectionManager
           DTS:ConnectRetryCount="0"
           DTS:ConnectRetryInterval="0"
-          DTS:ConnectionString="Provider=Microsoft.ACE.OLEDB.12.0;Data Source=S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx;Extended Properties=&quot;EXCEL 12.0 XML;HDR=YES&quot;;" />
+          DTS:ConnectionString="Provider=Microsoft.ACE.OLEDB.12.0;Data Source=\\retreathealthcare.org\network\Share\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx;Extended Properties=&quot;EXCEL 12.0 XML;HDR=YES&quot;;" />
       </DTS:ObjectData>
     </DTS:ConnectionManager>
     <DTS:ConnectionManager
@@ -62,7 +62,7 @@
       <DTS:ObjectData>
         <DTS:ConnectionManager
           DTS:FileUsageType="2"
-          DTS:ConnectionString="S:\datahub\pharmacy\reconciliation\weekly\processed" />
+          DTS:ConnectionString="\\retreathealthcare.org\network\Share\datahub\pharmacy\reconciliation\weekly\processed" />
       </DTS:ObjectData>
     </DTS:ConnectionManager>
   </DTS:ConnectionManagers>
@@ -74,7 +74,7 @@
       DTS:Namespace="User"
       DTS:ObjectName="CurrentReviewFile">
       <DTS:VariableValue
-        DTS:DataType="8">S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx</DTS:VariableValue>
+        DTS:DataType="8">\\retreathealthcare.org\network\Share\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx</DTS:VariableValue>
     </DTS:Variable>
     <DTS:Variable
       DTS:CreationName=""
@@ -114,7 +114,7 @@
         <DTS:ObjectData>
           <ForEachFileEnumeratorProperties>
             <FEFEProperty
-              Folder="S:\datahub\pharmacy\reconciliation\weekly\completed" />
+              Folder="\\retreathealthcare.org\network\Share\datahub\pharmacy\reconciliation\weekly\completed" />
             <FEFEProperty
               FileSpec="*.xlsx" />
             <FEFEProperty
@@ -959,8 +959,8 @@
       <DTS:ForEachVariableMappings>
         <DTS:ForEachVariableMapping
           DTS:CreationName=""
-          DTS:DTSID="{0D431F3C-E536-437C-9486-2475519E4F47}"
+          DTS:DTSID="{CDE50BC5-3AB7-49ED-8DAD-5F92DE312AF6}"
-          DTS:ObjectName="{0D431F3C-E536-437C-9486-2475519E4F47}"
+          DTS:ObjectName="{CDE50BC5-3AB7-49ED-8DAD-5F92DE312AF6}"
           DTS:ValueIndex="0"
           DTS:VariableName="User::CurrentReviewFile" />
       </DTS:ForEachVariableMappings>
@@ -990,10 +990,18 @@
           Size="192,42"
           Id="Package\For Each Completed Review Workbook\Finalize Manual Reviews"
           TopLeft="86,292" />
+        <NodeLayout
+          Size="175,42"
+          Id="Package\For Each Completed Review Workbook\Get Imported RunID"
+          TopLeft="332,128" />
         <NodeLayout
           Size="203,42"
           Id="Package\For Each Completed Review Workbook\Load Manual Review Excel"
           TopLeft="86,129" />
+        <NodeLayout
+          Size="205,42"
+          Id="Package\For Each Completed Review Workbook\Move Processed Workbook"
+          TopLeft="84,380" />
         <EdgeLayout
           Id="Package\For Each Completed Review Workbook.PrecedenceConstraints[Constraint]"
           TopLeft="187.5,89">
@@ -1016,32 +1024,6 @@
             <EdgeLabelCollection />
           </EdgeLayout.Labels>
         </EdgeLayout>
-        <EdgeLayout
-          Id="Package\For Each Completed Review Workbook.PrecedenceConstraints[Constraint 2]"
-          TopLeft="185,250">
-          <EdgeLayout.Curve>
-            <mssgle:Curve
-              StartConnector="{assembly:Null}"
-              EndConnector="0,42"
-              Start="0,0"
-              End="0,34.5">
-              <mssgle:Curve.Segments>
-                <mssgle:SegmentCollection
-                  Capacity="5">
-                  <mssgle:LineSegment
-                    End="0,34.5" />
-                </mssgle:SegmentCollection>
-              </mssgle:Curve.Segments>
-            </mssgle:Curve>
-          </EdgeLayout.Curve>
-          <EdgeLayout.Labels>
-            <EdgeLabelCollection />
-          </EdgeLayout.Labels>
-        </EdgeLayout>
-        <NodeLayout
-          Size="175,42"
-          Id="Package\For Each Completed Review Workbook\Get Imported RunID"
-          TopLeft="332,128" />
         <EdgeLayout
           Id="Package\For Each Completed Review Workbook.PrecedenceConstraints[Constraint 1]"
           TopLeft="289,149.5">
@@ -1064,6 +1046,28 @@
             <EdgeLabelCollection />
           </EdgeLayout.Labels>
         </EdgeLayout>
+        <EdgeLayout
+          Id="Package\For Each Completed Review Workbook.PrecedenceConstraints[Constraint 2]"
+          TopLeft="185,250">
+          <EdgeLayout.Curve>
+            <mssgle:Curve
+              StartConnector="{assembly:Null}"
+              EndConnector="0,42"
+              Start="0,0"
+              End="0,34.5">
+              <mssgle:Curve.Segments>
+                <mssgle:SegmentCollection
+                  Capacity="5">
+                  <mssgle:LineSegment
+                    End="0,34.5" />
+                </mssgle:SegmentCollection>
+              </mssgle:Curve.Segments>
+            </mssgle:Curve>
+          </EdgeLayout.Curve>
+          <EdgeLayout.Labels>
+            <EdgeLabelCollection />
+          </EdgeLayout.Labels>
+        </EdgeLayout>
         <EdgeLayout
           Id="Package\For Each Completed Review Workbook.PrecedenceConstraints[Constraint 3]"
           TopLeft="419.5,170">
@@ -1098,10 +1102,6 @@
             <EdgeLabelCollection />
           </EdgeLayout.Labels>
         </EdgeLayout>
-        <NodeLayout
-          Size="205,42"
-          Id="Package\For Each Completed Review Workbook\Move Processed Workbook"
-          TopLeft="84,380" />
         <EdgeLayout
           Id="Package\For Each Completed Review Workbook.PrecedenceConstraints[Constraint 4]"
           TopLeft="184.25,334">

reconciler/reconciler.dtproj

@@ -26,7 +26,7 @@
           <SSIS:Property SSIS:Name="CreatorComputerName">BRT1-RDS01</SSIS:Property>
           <SSIS:Property SSIS:Name="Description">
           </SSIS:Property>
-          <SSIS:Property SSIS:Name="PasswordVerifier" SSIS:Sensitive="1">AQAAANCMnd8BFdERjHoAwE/Cl+sBAAAAO6XIHfjZM0evaVyi8h5QcgAAAAACAAAAAAADZgAAwAAAABAAAABmqbR3I8+jxL0oB+2MHRgDAAAAAASAAACgAAAAEAAAAH9RBUKcyhzhRrJmxGsHhxmIAAAAh66nlyeO/S0yOf4tuPh/eMJ+LIKgs8tMszoZDw4R3S3llzYLAe0PljY7NtqzODvbhSFyFSU5I2GFdEzvhbdBYKmXewg3Yoic5HSlLz8bbti5fxH94zIshiU0Spf/UZCi4Bj/9IDw4+cf6k4Vy6eK5SKLgZzFkHdH6r6Q8Y2CcgPVWr9PV+kC2BQAAACKzIOgR9VWcJUTGQT2oiMMS2MoQA==</SSIS:Property>
+          <SSIS:Property SSIS:Name="PasswordVerifier" SSIS:Sensitive="1">AQAAANCMnd8BFdERjHoAwE/Cl+sBAAAAO6XIHfjZM0evaVyi8h5QcgAAAAACAAAAAAADZgAAwAAAABAAAAC5SHmjX/PPqd1vCOWt4UU1AAAAAASAAACgAAAAEAAAAHfjaXMXepM6tJStS37YFaeIAAAAE+fkTSrqLHYL5FcMDpE58yo05kA6PgzkhHUYt1V+ETX99M3qjCeBmPsdKe66w8RTxaGyvn5OilyCHdWQaTmNdsYHanCw1xtrduGThAYWrTtEFBuVmhq4koaem7p9R7E3XmDWbBB12FuywY5/352vAldx+4ssC3Ttn8gAGqzTqpuSU+OVdLpOrRQAAACQ0zWIMhnZLwD73WsnkRjERf3mRQ==</SSIS:Property>
           <SSIS:Property SSIS:Name="FormatVersion">1</SSIS:Property>
         </SSIS:Properties>
         <SSIS:Packages>
@@ -428,10 +428,10 @@
                 <SSIS:Property SSIS:Name="Name">ManualReviewImport</SSIS:Property>
                 <SSIS:Property SSIS:Name="VersionMajor">1</SSIS:Property>
                 <SSIS:Property SSIS:Name="VersionMinor">0</SSIS:Property>
-                <SSIS:Property SSIS:Name="VersionBuild">22</SSIS:Property>
+                <SSIS:Property SSIS:Name="VersionBuild">25</SSIS:Property>
                 <SSIS:Property SSIS:Name="VersionComments">
                 </SSIS:Property>
-                <SSIS:Property SSIS:Name="VersionGUID">{9BD7A0FF-3AA6-45A3-86BD-A5C6FD2EFF6B}</SSIS:Property>
+                <SSIS:Property SSIS:Name="VersionGUID">{244CEC55-CC67-4A6F-9D29-E2CCB83ED199}</SSIS:Property>
                 <SSIS:Property SSIS:Name="PackageFormatVersion">8</SSIS:Property>
                 <SSIS:Property SSIS:Name="Description">
                 </SSIS:Property>
@@ -597,7 +597,7 @@
                     <SSIS:Property SSIS:Name="IncludeInDebugDump">0</SSIS:Property>
                     <SSIS:Property SSIS:Name="Required">0</SSIS:Property>
                     <SSIS:Property SSIS:Name="Sensitive">0</SSIS:Property>
-                    <SSIS:Property SSIS:Name="Value">Provider=Microsoft.ACE.OLEDB.12.0;Data Source=S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx;Extended Properties="EXCEL 12.0 XML;HDR=YES";</SSIS:Property>
+                    <SSIS:Property SSIS:Name="Value">Provider=Microsoft.ACE.OLEDB.12.0;Data Source=\\retreathealthcare.org\network\Share\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx;Extended Properties="EXCEL 12.0 XML;HDR=YES";</SSIS:Property>
                     <SSIS:Property SSIS:Name="DataType">18</SSIS:Property>
                   </SSIS:Properties>
                 </SSIS:Parameter>
@@ -670,7 +670,7 @@
                     <SSIS:Property SSIS:Name="IncludeInDebugDump">0</SSIS:Property>
                     <SSIS:Property SSIS:Name="Required">0</SSIS:Property>
                     <SSIS:Property SSIS:Name="Sensitive">0</SSIS:Property>
-                    <SSIS:Property SSIS:Name="Value">S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx</SSIS:Property>
+                    <SSIS:Property SSIS:Name="Value">\\retreathealthcare.org\network\Share\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx</SSIS:Property>
                     <SSIS:Property SSIS:Name="DataType">18</SSIS:Property>
                   </SSIS:Properties>
                 </SSIS:Parameter>
@@ -714,7 +714,7 @@
                     <SSIS:Property SSIS:Name="IncludeInDebugDump">0</SSIS:Property>
                     <SSIS:Property SSIS:Name="Required">0</SSIS:Property>
                     <SSIS:Property SSIS:Name="Sensitive">0</SSIS:Property>
-                    <SSIS:Property SSIS:Name="Value">S:\datahub\pharmacy\reconciliation\weekly\processed</SSIS:Property>
+                    <SSIS:Property SSIS:Name="Value">\\retreathealthcare.org\network\Share\datahub\pharmacy\reconciliation\weekly\processed</SSIS:Property>
                     <SSIS:Property SSIS:Name="DataType">18</SSIS:Property>
                   </SSIS:Properties>
                 </SSIS:Parameter>
@@ -726,10 +726,10 @@
                 <SSIS:Property SSIS:Name="Name">ManualReviewExport</SSIS:Property>
                 <SSIS:Property SSIS:Name="VersionMajor">1</SSIS:Property>
                 <SSIS:Property SSIS:Name="VersionMinor">0</SSIS:Property>
-                <SSIS:Property SSIS:Name="VersionBuild">33</SSIS:Property>
+                <SSIS:Property SSIS:Name="VersionBuild">34</SSIS:Property>
                 <SSIS:Property SSIS:Name="VersionComments">
                 </SSIS:Property>
-                <SSIS:Property SSIS:Name="VersionGUID">{98FD7D14-0AA2-476F-B1F7-2762A8541125}</SSIS:Property>
+                <SSIS:Property SSIS:Name="VersionGUID">{09CBCBA0-EDAF-4ED0-B21D-D9F7486039D0}</SSIS:Property>
                 <SSIS:Property SSIS:Name="PackageFormatVersion">8</SSIS:Property>
                 <SSIS:Property SSIS:Name="Description">
                 </SSIS:Property>
@@ -880,7 +880,7 @@
                     <SSIS:Property SSIS:Name="IncludeInDebugDump">0</SSIS:Property>
                     <SSIS:Property SSIS:Name="Required">0</SSIS:Property>
                     <SSIS:Property SSIS:Name="Sensitive">0</SSIS:Property>
-                    <SSIS:Property SSIS:Name="Value">Provider=Microsoft.ACE.OLEDB.12.0;Data Source=S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx;Extended Properties="EXCEL 12.0 XML;HDR=YES";</SSIS:Property>
+                    <SSIS:Property SSIS:Name="Value">Provider=Microsoft.ACE.OLEDB.12.0;Data Source=\\retreathealthcare.org\network\Share\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx;Extended Properties="EXCEL 12.0 XML;HDR=YES";</SSIS:Property>
                     <SSIS:Property SSIS:Name="DataType">18</SSIS:Property>
                   </SSIS:Properties>
                 </SSIS:Parameter>
@@ -953,7 +953,7 @@
                     <SSIS:Property SSIS:Name="IncludeInDebugDump">0</SSIS:Property>
                     <SSIS:Property SSIS:Name="Required">0</SSIS:Property>
                     <SSIS:Property SSIS:Name="Sensitive">0</SSIS:Property>
-                    <SSIS:Property SSIS:Name="Value">S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx</SSIS:Property>
+                    <SSIS:Property SSIS:Name="Value">\\retreathealthcare.org\network\Share\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx</SSIS:Property>
                     <SSIS:Property SSIS:Name="DataType">18</SSIS:Property>
                   </SSIS:Properties>
                 </SSIS:Parameter>

reconciler/scripts/FormatManualReviewWorkbook.ps1

@@ -0,0 +1,167 @@
+param(
+    [Parameter(Mandatory = $true)]
+    [string]$WorkbookPath
+)
+
+$ErrorActionPreference = 'Stop'
+
+# ImportExcel lives on the network share, but .NET will not load EPPlus.dll
+# directly from a UNC path. Copy the module to this account's local TEMP
+# directory before importing it.
+
+$ImportExcelSource = "\\retreathealthcare.org\network\Share\datahub\pharmacy\reconciliation\weekly\tools\ImportExcel\7.8.10"
+
+$LocalModuleRoot = Join-Path $env:TEMP "Reconciler\ImportExcel\7.8.10"
+$LocalModuleManifest = Join-Path $LocalModuleRoot "ImportExcel.psd1"
+
+if (-not (Test-Path $LocalModuleManifest)) {
+
+    if (Test-Path $LocalModuleRoot) {
+        Remove-Item $LocalModuleRoot -Recurse -Force
+    }
+
+    New-Item `
+        -ItemType Directory `
+        -Path $LocalModuleRoot `
+        -Force |
+        Out-Null
+
+    Copy-Item `
+        -Path "$ImportExcelSource\*" `
+        -Destination $LocalModuleRoot `
+        -Recurse `
+        -Force
+}
+
+# Remove downloaded/network security marking from the LOCAL copy.
+Get-ChildItem $LocalModuleRoot -Recurse -File |
+    Unblock-File -ErrorAction SilentlyContinue
+
+Import-Module $LocalModuleManifest -Force -ErrorAction Stop
+
+if (-not (Test-Path $WorkbookPath)) {
+    throw "Workbook not found: $WorkbookPath"
+}
+
+$sheetName = "Manual Review"
+
+# Load workbook
+$pkg = Open-ExcelPackage -Path $WorkbookPath
+
+try {
+    $ws = $pkg.Workbook.Worksheets[$sheetName]
+
+    if (-not $ws) {
+        throw "Worksheet '$sheetName' was not found."
+    }
+
+    # Determine last populated review row based on ReviewID in column B
+    $lastRow = 1
+
+    for ($row = 2; $row -le $ws.Dimension.End.Row; $row++) {
+        if ($null -ne $ws.Cells[$row, 2].Value -and
+            "$($ws.Cells[$row, 2].Value)".Trim() -ne "") {
+            $lastRow = $row
+        }
+    }
+
+    if ($lastRow -lt 2) {
+        throw "No manual-review rows were found in the workbook."
+    }
+
+    # Freeze header row
+    $ws.View.FreezePanes(2, 1)
+
+    # Header formatting
+    $header = $ws.Cells["A1:P1"]
+    $header.Style.Font.Bold = $true
+    $header.Style.Font.Color.SetColor([System.Drawing.Color]::White)
+    $header.Style.Fill.PatternType = "Solid"
+    $header.Style.Fill.BackgroundColor.SetColor(
+        [System.Drawing.Color]::FromArgb(31, 78, 121)
+    )
+
+    # Reviewer-entry headers
+    $reviewHeaders = $ws.Cells["N1:P1"]
+    $reviewHeaders.Style.Font.Color.SetColor(
+        [System.Drawing.Color]::FromArgb(255, 128, 0)
+    )
+
+    # Reviewer-entry cells only for actual review rows
+    $reviewRange = $ws.Cells["N2:P$lastRow"]
+    $reviewRange.Style.Fill.PatternType = "Solid"
+    $reviewRange.Style.Fill.BackgroundColor.SetColor(
+        [System.Drawing.Color]::FromArgb(226, 239, 218)
+    )
+
+    # Data validation on ReviewerDecision
+    $validationRange = "N2:N$lastRow"
+
+    # Remove any existing validation overlapping column N
+    $existingValidations = @($ws.DataValidations)
+
+    foreach ($dv in $existingValidations) {
+        if ($dv.Address.Address -like "N*") {
+            $ws.DataValidations.Remove($dv)
+        }
+    }
+
+    $validation = $ws.DataValidations.AddListValidation($validationRange)
+    $validation.Formula.Values.Add("MATCH")
+    $validation.Formula.Values.Add("NO_MATCH")
+    $validation.Formula.Values.Add("VARIANCE")
+    $validation.ShowErrorMessage = $true
+    $validation.ErrorTitle = "Invalid review decision"
+    $validation.Error = "Choose MATCH, NO_MATCH, or VARIANCE."
+    $validation.ShowInputMessage = $true
+    $validation.PromptTitle = "Reviewer Decision"
+    $validation.Prompt = "Select MATCH, NO_MATCH, or VARIANCE."
+
+    # Date/time formats
+    $ws.Cells["G2:G$lastRow"].Style.Numberformat.Format = "yyyy-mm-dd hh:mm:ss"
+    $ws.Cells["I2:I$lastRow"].Style.Numberformat.Format = "yyyy-mm-dd hh:mm:ss"
+
+    # Quantity/time formats
+    $ws.Cells["H2:H$lastRow"].Style.Numberformat.Format = "0.0000"
+    $ws.Cells["J2:J$lastRow"].Style.Numberformat.Format = "0.0000000"
+    $ws.Cells["K2:K$lastRow"].Style.Numberformat.Format = "0.00"
+
+    # Wrap long fields
+    $ws.Cells["L2:L$lastRow"].Style.WrapText = $true
+    $ws.Cells["O2:O$lastRow"].Style.WrapText = $true
+
+    # Column widths
+    $ws.Column(1).Width  = 14
+    $ws.Column(2).Width  = 12
+    $ws.Column(3).Width  = 10
+    $ws.Column(4).Width  = 18
+    $ws.Column(5).Width  = 18
+    $ws.Column(6).Width  = 32
+    $ws.Column(7).Width  = 22
+    $ws.Column(8).Width  = 14
+    $ws.Column(9).Width  = 22
+    $ws.Column(10).Width = 16
+    $ws.Column(11).Width = 14
+    $ws.Column(12).Width = 55
+    $ws.Column(13).Width = 20
+    $ws.Column(14).Width = 20
+    $ws.Column(15).Width = 40
+    $ws.Column(16).Width = 20
+
+    # Autofilter on populated review range
+    $ws.Cells["A1:P$lastRow"].AutoFilter = $true
+
+    # Save
+    Close-ExcelPackage $pkg
+
+    Write-Host "Formatted workbook:"
+    Write-Host $WorkbookPath
+    Write-Host "Review rows: $($lastRow - 1)"
+}
+catch {
+    if ($pkg) {
+        $pkg.Dispose()
+    }
+
+    throw
+}