TEXAS MEDICAL SCREENING •
Preventive Maintenance •
PSM
📍 Hu-Friedy MFG — 3232 N Rockwell St, Chicago IL, 60618
Mar 14, 2025 → Sep 25, 2025
✅ Completed
PSM
SLA Clock
Last business day of March 2025 · Target: Mar 31, 2025
✗ SLA Missed (84 biz days late)
Active: 96 biz days
Paused: 39 biz days
🕐 Clock stopped: Completed (Sep 25, 2025)
62d
▶ Clock Running
Status: Created
Mar 14 → Jun 11, 2025
62 business days (counted)
Running total: 62 of ? biz days used
▶ Clock Running
Status: Assigned
Jun 11 → Jun 23, 2025
7 business days (counted)
Running total: 69 of ? biz days used
▶ Clock Running
Status: Entered
Jun 23 → Jun 23, 2025
0 business days (counted)
Running total: 69 of ? biz days used
22d
▶ Clock Running
Status: On Hold
Jun 23 → Jul 24, 2025
22 business days (counted)
Running total: 91 of ? biz days used
⏸39d
⏸ Clock Paused
Status: Ready for Release
Jul 24 → Sep 18, 2025
39 business days (not counted)
▶ Clock Running
Status: Assigned
Sep 18 → Sep 18, 2025
0 business days (counted)
Running total: 91 of ? biz days used
▶ Clock Running
Status: Scheduled
Sep 18 → Sep 25, 2025
5 business days (counted)
Running total: 96 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 25 → Sep 25, 2025
0 business days (counted)
Running total: 96 of ? biz days used
Created: Mar 14, 2025Completed: Sep 25, 2025
Show SLA Clock Detail (8 periods)
Period
Status
Clock
Biz Days
Running Total
Mar 14 → Jun 11
Created
▶ Running
62
62
Jun 11 → Jun 23
Assigned
▶ Running
7
69
Jun 23 → Jun 23
Entered
▶ Running
0
69
Jun 23 → Jul 24
On Hold
▶ Running
22
91
Jul 24 → Sep 18
Ready for Release
⏸ Paused
39
—
Sep 18 → Sep 18
Assigned
▶ Running
0
91
Sep 18 → Sep 25
Scheduled
▶ Running
5
96
Sep 25 → Sep 25
Tech On Site
▶ Running
0
96
Holding124.5d (excluded)
Coordinators13.7d
Field Work0.8d
Billing0.0d
✗ SLA Missed
Holding(excluded from total)
124.5 days
Coordinators
13.7 days
Over SLA
Field Work
0.8 days
Billing
0.0 days
Created: Mar 14, 2025
Due: Oct 31, 2025
Completed: Sep 26, 2025 (35 days early)
📅
135.7 daysTotal Age
⏱️
62.7d in Ready for ReleaseLongest Stage
🔄
11 transitionsStatus Changes
⚠️
11.1d overTotal Delay
📦
0 orders, 0 quotesParts & Quotes
📝
6 linesWork Details
🏠
1 visitOn-Site Trips
👤
Self-ScheduledScheduling
AI Analysis
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Completed with significant delays
Invoiced • 355 days old
🚨
Primary Delay62.7 days stuck in "Ready for Release"
⏱️
Total Delay11.1 business days over SLA thresholds
SLA vs Actual Time by Status
Actual (within SLA)
Actual (over SLA)
SLA Target
Ready for Release
102.0d
Assigned
8.0d / 0.5d SLA
On Hold
22.5d
Scheduled
5.6d / 2.0d SLA
Tech On Site
0.3d / 1.0d SLA
Completed
0.4d / 1.0d SLA
Closed
1.0d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA
💬 Activities, Notes & Communications
🔒Internal CSA Notes
07/24/2025 ABelyea - per TMS, we can visit during business hours
6/23/25 Rcook- Called Tony to schedule. No answer. Could not leave message. Escalated WO to account manager due to contact issues.
6/13/25 RCook- Emailed Anthony to schedule. See logged email.
6/13/25 RCook- Per notes on previous PM WO the correct contact for this location is Tony 312-415-5224 TRanalli@hu-friedy.com
6/13/25 RCook- LM with Anthony to discuss scheduling. See logged call on WO-01256395
6/12/25 RCook- LM with Anthony to schedule. Could not log call in RC. Logged call manually.
6/11/25 RCook- LM with Anthony to schedule for 6/16/25. Arrival time between 8-10AM. Found contact on previous PM WO-01118894
🔧Work Performed
9/25/2025 Mike Huffman. Completed the PM, field service report and obtained signature from Security Manager Courtney Michaels.
6/23/25 Rcook- Called Tony to schedule. No answer. Could not leave message. Escalated WO to account manager due to contact issues.
6/13/25 RCook- Emailed Anthony to schedule. See logged email.
6/13/25 RCook- Per notes on previous PM WO the correct contact for this location is Tony 312-415-5224 TRanalli@hu-friedy.com
🔍Technician Findings
Counter# N/A
Kiosk does not show signs of customer damage.
Kiosk is fully operational. Yes
Was the kiosk unplugged on arrival? No
⚠️Problem Description
Please Perform the PM for this Kiosk based on the product listed in the work order: 90550, LC300, LC500.
***IMPORTANT CHANGE****
Please Log/notate in the technician findings the number of times the kiosk was used and double check the SN. If the SN is different than in the work order please also notate the correct SN. Regardless if the SN matches continue to perform the PM service.
If location is a non-retail location a call ahead to schedule is required
PM Checklist Tips:
If Checklist is not populating, make sure the order type contains 'PM' and the product must contain an 90550, LC300 or LC500. Update the order status to 'tech onsite' and the workflow will look for the parameters in which a PM checklist is required and will auto attach.
Common missed step: After you Finalize the checklist you must select 'Print checklist' for the checklist to attach to the work order for the billing reviewer to review.
📄Description
90550,BP MONITOR,AD DISP,NO LIGHT
📋
Outbound to +13124155224
Completed Jun 23, 2025
6/23/25 Rcook- Called Tony to schedule. No answer. Could not leave message.
📧
Email: EMSAR Request for service at Hu-Friedy MFG (Email to schedule service)
Completed Jun 13, 2025
To: TRanalli@hu-friedy.com
CC: cramen@emsar.com
BCC: rhea.cook@emsar.com
Attachment: --none--
Subject: EMSAR Request for service at Hu-Friedy MFG (Email to schedule service)
Body:
Hi ,
I hope you’re doing well. I’m reaching out to schedule a service appointment for the preventative maintenance on your blood pressure machine.
Here’s the location information we have on file:
Location:
Hu-Friedy MFG
3232 N Rockwell St
Chicago, IL 60618
Contact:
Is there a certain day or time that works be
📋
Outbound to +13124155224
Completed Jun 13, 2025
6/13/25 RCook- LM with Anthony to discuss scheduling. See logged call on WO-01256395
📞
Call
Completed Jun 12, 2025
6/12/25 RCook- LM with Anthony to schedule. Could not log call in RC. Logged call manually.
📋
Outbound to +13124155224
Completed Jun 11, 2025
6/11/25 RCook- LM with Anthony to schedule for 6/16/25. Arrival time between 8-10AM. Found contact on previous PM WO-01118894
Work Order: WO-01256395
Account: TEXAS MEDICAL SCREENING
Customer Case Number:
Location: Hu-Friedy MFG
Address: 3232 N Rockwell St, Chicago, IL 60618
Manufacturer: Merge SH Holdings, Inc.
Model #: 90550-15
Serial #: 550-005929
Contact Name:
Contact Phone:
Contact Email:
Due Date: 10/31/2025
Sch