OK, finally (mostly) have a fix/resolution to this issue. Decided to document (with pictures!) the rest of my journey in case it helps others :
First off, removing the footwell switch - used trim removal tools on both sides (front and rear) to "pry" it out. Both metal pieces (that latch it in place) came out with it, no real difficulties there.
Managed to get wiring out enough to unplug it:
Once I had the switch out, I brought it inside to disassemble/clean it. Here's the switch (still in the surround trim, facing down) :
I noted a bit of corrosion on the "clips" (orange color on bottom of switch in this pic) that hold the switch in the trim piece, but wasn't too concerned about that as it should affect the switch function. Side note - I checked several used switches on ebay and most seemed to have this same corrosion on these clips.
You can remove the switch from it's "surround trim" by pushing it from the front back thru the trim. Once separated from the trim, you can pry the "front" of the switch off and which reveals the small metal piece that acts as the "actuator" :
The small metal actuator piece just falls right out of the switch (small piece of metal in middle of below pic is the actuator- switch faceplace upside down on right)
Once I had the switch disassembled to this point, I didn't go any further. I used deoxider spray thoughout the swtich and plug - anywhere i could get to metal, I sprayed and cleaned up the excess.
Once I reassembled the switch (all parts just snap back together - metal actuator back in switch, faceplate snaps on front of switch, switch snaps back into trim surround) I took it back out the car, plugged it in, and pushed it back into the wall of the footwell. For whatever reason I could NOT get the bottom driver-side clip to snap back in fully, but the switch was securely in place, so I tested the switch itself, and....
SUCCESS! I could hear the motor in the hatch running! :clap:
I did have to make a minor adjustment to the motor itself - for whatever reason, the replacement motor I had installed had the "arm" facing the front of the car - which didn't allow me to reattach the cable. I'd intentionally left it like this after the motor replacement as it didn't really matter given I couldn't activate the motor anyhow.
Luckily, the arm can be removed (10mm nut) and adjusted to proper rear-facing position. I did this and attached the cable. You can see the small "cutter pin" type attachment on the end of the arm that holds the cable in place on the arm - this piece is removed in the above pic, but attached in the below pic.
Losing this piece has been a problem for others, so it being in place is something to check if your motor works, but hatch doesn't release. If the piece has fallen off the arm, it's likely in the metal well area under the arm (which is sealed, so it should be caught there.
I did another set of tests opening and closing the hatch once cable was attached - still worked fine.
Next test - opening using the key in the lock on the back of the car. This did NOT work. I've read elsewhere the problem is usually in the key switch actuator that can be seen from inside the car (hole on interior of frame with gasket and wires from the lock actuator coming out of it) - here is a pic of mine :
The round white plastic piece with the grease on it rotates when the key is used on the rear lock,activating the switch on the left side (well, actually
right side since the picture seems to be flipped vertically) side of the the pic. I could see it working fine when rotating the key, but the motor did not actuate. I cleaned the grease up a bit, cleaned the switch as best I could without removing it, and used the deoxider spray on the switch and the connector plug. After I reconnected the plug, I tested again - still nothing. Went back to interior and tested with footwell switch, now IT didn't work
again. :whine:
After collecting my thoughts for a bit, I went and checked the fuses. Fuse 1 had blown somewhere in my cleaning of the switch. Replaced Fuse 1 - tested from footwell switch, motor worked again (YES!). Holding my breath, I tested rear lock again - still nothing. Tested footwell switch (wondering if I'd just blown the fuse again) - still worked.
At this point I figured I'd stop while I at least had the functional footwell switch and got everything in rear hatch (motor cover and all the carpet) reassembled.
Once I iron out some other issues, I may tackle the rear lock issue again, but at this point, I'm happy to NOT have to climb into the hatch from the front and use the manual cable release every time I want to get the hatch opened.
One final picture to close out this chapter of the story - here's my trusty sidekick who hangs out with me int he garage while working on the 968.