TEXAS MEDICAL SCREENING •
Preventive Maintenance •
PSM
📍 MARVIN WINDOWS & DOORS — 401 State Ave N, WARROAD MN, 56763
Mar 14, 2025 → Sep 18, 2025
✅ Completed
PSM
SLA Clock
Last business day of March 2025 · Target: Mar 31, 2025
✗ SLA Missed (118 biz days late)
Active: 130 biz days
🕐 Clock stopped: Completed (Sep 18, 2025)
124d
▶ Clock Running
Status: Created
Mar 14 → Sep 10, 2025
124 business days (counted)
Running total: 124 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 10 → Sep 11, 2025
1 business day (counted)
Running total: 125 of ? biz days used
▶ Clock Running
Status: Scheduled
Sep 11 → Sep 18, 2025
5 business days (counted)
Running total: 130 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 18 → Sep 18, 2025
0 business days (counted)
Running total: 130 of ? biz days used
Created: Mar 14, 2025Completed: Sep 18, 2025
Show SLA Clock Detail (4 periods)
Period
Status
Clock
Biz Days
Running Total
Mar 14 → Sep 10
Created
▶ Running
124
124
Sep 10 → Sep 11
Assigned
▶ Running
1
125
Sep 11 → Sep 18
Scheduled
▶ Running
5
130
Sep 18 → Sep 18
Tech On Site
▶ Running
0
130
Holding124.7d (excluded)
Coordinators7.6d
Field Work0.2d
Billing0.5d
✗ SLA Missed
Holding(excluded from total)
124.7 days
Coordinators
7.6 days
Over SLA
Field Work
0.2 days
Billing
0.5 days
Created: Mar 14, 2025
Due: Dec 31, 2025
Completed: Sep 18, 2025 (104 days early)
📅
130.7 daysTotal Age
⏱️
124.7d in Ready for ReleaseLongest Stage
🔄
8 transitionsStatus Changes
⚠️
5.1d overTotal Delay
📦
0 orders, 0 quotesParts & Quotes
📝
4 linesWork Details
🏠
1 visitOn-Site Trips
👤
Self-ScheduledScheduling
AI Analysis
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Generating AI analysis...
Completed with minor delays
Invoiced • 355 days old
🚨
Primary Delay124.7 days stuck in "Ready for Release"
⏱️
Total Delay5.1 business days over SLA thresholds
SLA vs Actual Time by Status
Actual (within SLA)
Actual (over SLA)
SLA Target
Ready for Release
124.7d
Assigned
1.6d / 0.5d SLA
Scheduled
6.0d / 2.0d SLA
Tech On Site
0.0d / 1.0d SLA
Completed
0.1d / 1.0d SLA
Closed
0.0d / 1.0d SLA
Ready to Bill
0.5d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA
💬 Activities, Notes & Communications
🔒Internal CSA Notes
CONFIRMED
09/11/2025 LHill-spoke w/Paloma at 218-386-4123 and she confirmed that 09/18 arrival time between 8-10 works for her. See logged call on WO-01256544.
09/02/2025 LHill-rec’d email from Palma Lang (Ph. 218-386-4123 )She confirmed contact and equipment.
Unit is onsite: Yes, they have 3 units
Scheduling ahead needed: Yes.Will need escort he technician through the plant to each machine.
Certain day or time:
Confirmed contact information is correct: Yes. Palma Lang (Ph. 218-386-4123 )
Unit is in a public area but within a locked facility
09/2/2025 LHill- LM at 218.386.4123 for Paloma Lang to confirm equipment & contact.
09/2/2025 LHill-sent email to Palma Lang. See logged email.
08/29/2025 LHill-rec'd email from Brittany-We do not have any of these machines over at Marvin Headquarters. Paloma Lang will be your best point of contact as they have a few over at the MFG plant.
08/27/2025 LHill- LM at 218.386.4123 for Paloma Lang to confirm equipment & contact.
08/27/2025 LHill- Called 218) 386-1430 for Gene Harmer to confirm equipment & contact. Gene Harmer is not the contact. was transferred to the call center and she wasn't pulling up this location.
🔧Work Performed
9/18/25
Traveled to site
Completed PM
Completed paperwork
Closed WO
🔍Technician Findings
Unit needed PM
Dusty area in saw area
All travel is on this WO for site
⚠️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, NO AD DISPLAY
📋
Outbound to +12183864123
Completed Sep 11, 2025
09/11/2025 LHill-spoke w/Paloma at 218-386-4123 and she confirmed that 09/18 arrival time between 8-10 works for her.
📧
Email:RE: EMSAR Request for service at MARVIN WINDOWS & DOORS
Completed Sep 2, 2025
From: PalomaL@marvin.com
To: laura.hill@emsar.com, BrittanyMc@marvin.com
Cc: rhea.cook@emsar.com
Hello, please see below. Thank you!
From: Laura Hill <laura.hill@emsar.com>
Sent: Tuesday, September 2, 2025 9:17 AM
To: Brittany McGregor <brittanymc@marvin.com>
Cc: Rhea Cook <rhea.cook@emsar.com>; Paloma Lang <PalomaL@marvin.com>; Laura Hill <laura.hill@emsar.com>
Subject: RE: EMSAR Request for service at MARVIN WINDOWS & DOORS
Paloma, Can you please help me on the information below. My name is La
📋
Outbound to +12183864123
Completed Sep 2, 2025
09/2/2025 LHill- LM at 218.386.4123 for Paloma Lang to confirm equipment & contact.
📧
Email:RE: EMSAR Request for service at MARVIN WINDOWS & DOORS
Completed Sep 2, 2025
From: laura.hill@emsar.com
To: brittanymc@marvin.com
Cc: rhea.cook@emsar.com, PalomaL@marvin.com, laura.hill@emsar.com
Paloma,
Can you please help me on the information below.
My name is Laura Hill and I’m reaching out from EMSAR—we’re the service center for Texas Medical Screening.
We have a service request open for preventative maintenance on your blood pressure machine, and I just need to confirm a few quick details to ensure proper scheduling:
1. Is the unit currently onsite at your
📧
Email:RE: EMSAR Request for service at MARVIN WINDOWS & DOORS
Completed Aug 29, 2025
From: brittanymc@marvin.com
To: laura.hill@emsar.com
Cc: rhea.cook@emsar.com, PalomaL@marvin.com
Good morning everyone,
We do not have any of these machines over at Marvin Headquarters. Paloma Lang will be your best point of contact as they have a few over at the MFG plant.
I have CC’d Paloma here.
Brittany McGregor | Manager, Workspace + Guest Experience
218.386.1430 | ext. 1187 | marvin.com
From: Laura Hill <laura.hill@emsar.com>
Sent: Wednesday, August 27, 2025 1:40 PM
To: Brittany McGregor
📧
Email: EMSAR Request for service at MARVIN WINDOWS & DOORS
Completed Aug 27, 2025
To: BrittanyMc@marvin.com
CC: rhea.cook@emsar.com
BCC: laura.hill@emsar.com
Attachment: --none--
Subject: EMSAR Request for service at MARVIN WINDOWS & DOORS
Body:
Hi ,
My name is Laura Hill and I’m reaching out from EMSAR—we’re the service center for Texas Medical Screening.
We have a service request open for preventative maintenance on your blood pressure machine, and I just need to confirm a few quick details to ensure proper scheduling:
Is the unit currently onsite at your locat
📋
Outbound to +12183864123
Completed Aug 27, 2025
08/27/2025 LHill- LM at 218.386.4123 for Paloma Lang to confirm equipment & contact.
📋
Outbound to +12183861430
Completed Aug 27, 2025
08/27/2025 LHill- Called 218) 386-1430 for Gene Harmer to confirm equipment & contact. Gene Harmer is not the contact. was transferred to the call center and she wasn't pulling up this location.
Sep 2, 2025 5:09pm
@Allison Belyea Please update the contact to this location to : Palma Lang (Ph. 218-386-4123 PalomaL@marvin.com
Work Order: WO-01256544
Account: TEXAS MEDICAL SCREENING
Customer Case Number:
Location: MARVIN WINDOWS & DOORS
Address: 401 State Ave N, WARROAD, MN 56763
Manufacturer: Merge SH Holdings, Inc.
Model #: 90550
Serial #: 550031565
Contact Name: Paloma Lang
Contact Phone: 218-386-4123
Contact Email: