Created: Feb 28, 2025
Due: Jan 30, 2026
Completed: Jan 25, 2026 (5 days early)
📅
224.0 daysTotal Age
⏱️
116.5d in Ready for ReleaseLongest Stage
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9 transitionsStatus Changes
⚠️
105.9d overTotal Delay
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0 orders, 0 quotesParts & Quotes
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8 linesWork Details
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1 visitOn-Site Trips
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CoordinatorScheduling
AI Analysis
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Completed with significant delays
Invoiced • 369 days old
🚨
Primary Delay116.5 days stuck in "Ready for Release"
⏱️
Total Delay105.9 business days over SLA thresholds
SLA vs Actual Time by Status
Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.0d / 0.5d SLA
Ready for Scheduling
61.0d / 1.0d SLA
Ready for Release
116.5d
Scheduled
43.4d / 2.0d SLA
Completed
4.0d / 1.0d SLA
Closed
2.0d / 1.0d SLA
07e-Partial Project
2.8d
Ready to Bill
1.5d / 1.0d SLA
💬 Activities, Notes & Communications
🔒Internal CSA Notes
12/26/2025 Mklose rcvd email from Kelly Confirm Raymond Jan 9th @11
12/26/2025 Mklose emailed Kellly, offered Raymond January 9th @11am
12/23/2025 ALuman - called Kelly Mendoza 941-225-6006 to see if PM could be moved to Mobnday 12/29. No answer, unable to leave VM due to voicemail box being full. Sent follow up email to kmendoza@heartspecialistsofsarasota.com
11/13/2025 MKlose emailed Kelly adjust time to January 2nd @12pm
11/12/2025 Mklose rcvd email from Kelly. Confirm Raymond January 2nd @9am10/29/2025 YEspino Called 941-225-6006 to speak to Kelly Mendoza to verify the pm info sent in. Was unable to speak to her or leave a message because her mailbox is full.
10/28/2025 ALuman - sent another email to Kelly Mendoza and looped in Bob Leach rleach@heartspecialistsofsarasota.com as an additional means of contact.
10/14/2025 ALuman - sent follow up email to Kelly Mendoza kmendoza@heartspecialistsofsarasota.com after no response to first attempt
10/07/2025 YEspino Sent an email to Kelly Mendoza @ kmendoza@heartspecialistsofsarasota.com to verify and confirm the pm info sent in.
🔧Work Performed
Travel to site. Wait on the device to be available. Annual PM. Had issues with HW test not passing. Eventually got it to pass. Travel home.
Stuck in traffic due to accident.
🔍Technician Findings
Annual PM
⚠️Problem Description
EPIQ 7 Ultrasound Circular Edition IP 83696074 SN USO18B1916
📞Call Description
PM - Contract - BG Required PM
📋
0-0-0
Completed Jan 26, 2026
Tech Supervisor Spot Check
# of Critical Defects: 0
# of Major Defects: 0
# of Minor Defects: 0
# of EMSAR Defects: 0
Ultrasound - PM
a. Tools : Electrical Safety & Phantom -YES
b. Prontoforms – uploaded and correct template -YES
c. CSR – signed and uploaded to ServiceMax-YES
📧
Email_Scheduled
Completed Dec 26, 2025
12/26/2025 Mklose rcvd email from Kelly Confirm Raymond Jan 9th @11
📧
Email
Completed Dec 26, 2025
12/26/2025 Mklose emailed Kellly, offered Raymond January 9th @11am
📧
Email_Confirmed
Completed Nov 13, 2025
11/13/2025 MKlose emailed Kelly adjust time to January 2nd @12pm
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email reminder
Completed Nov 12, 2025
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Email_Scheduled
Completed Nov 12, 2025
11/12/2025 Mklose rcvd email from Kelly. Confirm Raymond January 2nd @9am
📞
Live Call_No Answer Unable to Leave Message
Completed Oct 29, 2025
10/29/2025 YEspino Called 941-225-6006 to speak to Kelly Mendoza to verify the pm info sent in. Was unable to speak to her or leave a message because her mailbox is full.
📧
Email: Authorized Service Partner, Philips ULS Preventive Maintenance - Heart Specialists Of Sarasota - SARASOTA, FL - WO-12219796
Completed Oct 7, 2025
To: kmendoza@heartspecialistsofsarasota.com
CC: central.scheduling@emsar.com; yessenia.espino@emsar.com; ashley.luman@emsar.com
BCC: yessenia.espino@emsar.com
Attachment: ASP Authorization Letter EMSAR 10-02-2025 - signed.pdf
Subject: Authorized Service Partner, Philips ULS Preventive Maintenance - Heart Specialists Of Sarasota - SARASOTA, FL - WO-12219796
Body:
Hi Kelly,
I am writing to you today as an Authorized Service Partner for Philips Healthcare with proposed dates & times for upcomin
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First Attempt Email
Completed Oct 7, 2025
10/07/2025 YEspino Sent an email to Kelly Mendoza @ kmendoza@heartspecialistsofsarasota.com to verify and confirm the pm info sent in.