Created: Feb 28, 2025
Due: Mar 2, 2026
Completed: Feb 18, 2026 (12 days early)
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240.1 daysTotal Age
⏱️
141.5d in Ready for ReleaseLongest Stage
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9 transitionsStatus Changes
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97.2d overTotal Delay
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0 orders, 0 quotesParts & Quotes
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6 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 • 531 days old
🚨
Primary Delay141.5 days stuck in "Ready for Release"
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Total Delay97.2 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
61.2d / 1.0d SLA
Ready for Release
141.5d
Scheduled
37.4d / 2.0d SLA
Completed
1.5d / 1.0d SLA
Closed
2.0d / 1.0d SLA
07e-Partial Project
0.9d
Ready to Bill
1.3d / 1.0d SLA
💬 Activities, Notes & Communications
🔒Internal CSA Notes
01/30/2026 ALuman - rescheduled to 2/13 per FSE
12/19/2025 Mklose rcvd email from Elizabeth confirm Raymond January 14th
12/09/2025 mklose sent email to Elizabeth, offered Raymond January 14th
11/21/2025 Mklose called 561-368-3775; Office is closed. sent email
11/12/2025 Mklose called 561-368-3775, Office closed for lunch, sent email to Elizabeth; ebow831@yahoo.com . Offer Raymond E, in January 8th @10am.
10/23/2025 YEspino Called 561-715-9133 to speak to Elizabeth to verify the Pm info sent in. Was able to speak to Elizabeth and she advised that they usually go through Philips to get this done and not us. She advised that she would give me a call back. Will send her a follow up email so that she can see the info trying to be given to her.
10/02/2025 YEspino Called 561-715-9133 to speak to Elizabeth Bowman to verify the PM info sent in. Was sent straight to vm so i left a message.
10/02/2025 YEspino Called 561-734-5710 to speak to Amber Monroe to verify the PM Info sent in. Was unable to speak to her or leave a message because once dialed all i heard was a busy signal.
🔧Work Performed
Travel to site. Incorrect location listed on WO. Annual PM. Travel home.
🔍Technician Findings
Annual PM
⚠️Problem Description
ClearVue 550 Ultrasound System IP 62338946 SN US21490561
📞Call Description
PM - Contract - BG Required PM
📋
0-0-0
Completed Mar 17, 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
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Email_Scheduled
Completed Dec 19, 2025
12/19/2025 Mklose rcvd email from Elizabeth confirm Raymond January 14th
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Email_Confirmed
Completed Dec 9, 2025
12/09/2025 mklose sent email to Elizabeth, offered Raymond January 14th
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Outbound to +15613683775
Completed Nov 21, 2025
11/21/2025 Mklose called 561-368-3775; Office is closed. sent email
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call
Completed Nov 12, 2025
11/12/2025 Mklose called 561-368-3775, Office closed for lunch, sent email to Elizabeth; ebow831@yahoo.com . Offer Raymond E, in January
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Live Call_Followed Up With Email
Completed Oct 23, 2025
10/23/2025 YEspino Called 561-715-9133 to speak to Elizabeth to verify the Pm info sent in. Was able to speak to Elizabeth and she advised that they usually go through philips to get this done and not us. She advised that she would give me a call back. Will send her a follow up email so that she can see the info trying to be given to her.
📞
Live Call_ Left Message
Completed Oct 2, 2025
10/02/2025 YEspino Called 561-715-9133 to speak to Elizabeth Bowman to verify the PM info sent in. Was sent straight to vm so i left a message.
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Live Call_No Answer Unable to Leave Message
Completed Oct 2, 2025
10/02/2025 YEspino Called 561-734-5710 to speak to Amber Monroe to verify the PM Info sent in. Was unable to speak to her or leave a message because once dialed all i heard was a busy signal.