TEXAS MEDICAL SCREENING •
Preventive Maintenance •
PSM
📍 Caterpillar Bldg A — 500 N Morton Bldg A, Morton IL, 61550
Jan 7, 2026 → Aug 31, 2026
✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (72 biz days late)
Active: 89 biz days
Paused: 74 biz days
🕐 Clock stopped: Canceled (Aug 31, 2026)
▶ Clock Running
Status: Created
Jan 7 → Jan 7, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 7 → Jan 7, 2026
0 business days (counted)
Running total: 0 of ? biz days used
⏸74d
⏸ Clock Paused
Status: Ready for Release
Jan 7 → Apr 23, 2026
74 business days (not counted)
40d
▶ Clock Running
Status: Ready for Scheduling
Apr 23 → Jun 22, 2026
40 business days (counted)
Running total: 40 of ? biz days used
▶ Clock Running
Status: Assigned
Jun 22 → Jun 22, 2026
0 business days (counted)
Running total: 40 of ? biz days used
⏸ Clock Paused
Status: Ready for Release
Jun 22 → Jun 22, 2026
0 business days (not counted)
49d
▶ Clock Running
Status: Ready for Scheduling
Jun 22 → Aug 31, 2026
49 business days (counted)
Running total: 89 of ? biz days used
Created: Jan 7, 2026Canceled: Aug 31, 2026
Show SLA Clock Detail (7 periods)
Period
Status
Clock
Biz Days
Running Total
Jan 7 → Jan 7
Created
▶ Running
0
0
Jan 7 → Jan 7
Ready for Scheduling
▶ Running
0
0
Jan 7 → Apr 23
Ready for Release
⏸ Paused
74
—
Apr 23 → Jun 22
Ready for Scheduling
▶ Running
40
40
Jun 22 → Jun 22
Assigned
▶ Running
0
40
Jun 22 → Jun 22
Ready for Release
⏸ Paused
0
—
Jun 22 → Aug 31
Ready for Scheduling
▶ Running
49
89
Dispatch0.3d
Holding74.3d (excluded)
Coordinators91.2d
✗ SLA Missed
Dispatch
0.3 days
Holding(excluded from total)
74.3 days
Coordinators
91.2 days
Over SLA
Created: Jan 7, 2026
Due: Mar 31, 2026
Completed: Aug 31, 2026 (152 days late)
📅
164.0 daysTotal Age
⏱️
74.3d in Ready for ReleaseLongest Stage
🔄
7 transitionsStatus Changes
⚠️
88.7d overTotal Delay
📦
0 orders, 0 quotesParts & Quotes
📝
0 linesWork Details
AI Analysis
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Behind Schedule - Needs Attention
Canceled • 288 days old
🚨
Primary Delay74.3 days stuck in "Ready for Release"
⏱️
Total Delay88.7 business days over SLA thresholds
SLA vs Actual Time by Status
Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.3d / 0.5d SLA
Ready for Scheduling
91.1d / 1.0d SLA
Ready for Release
74.3d
Assigned
0.1d / 0.5d SLA
💬 Activities, Notes & Communications
🔒Internal CSA Notes
8/31/26 Rberry- Spoke with Shannon Wood, states that PMs were already completed in June 2026 by TMS tech Greg Fischer. States the Pms are not due until 2027 for bldg J, A and LC. Advised I will reach out to TMS and confirm. She states the tech did not replace the PM sticker while onsite. See logged call on WO-01334097
8/31/26 Rberry- Emailed Shannon Wood to confirm location and contact information. See logged email.
8/31/26 RBerry- LM with Shannon Wood to confirm contact and location.
8/28/26 Rberry- Emailed Shannon Wood to confirm location and contact information. See logged email.
8/6/26 CDempsey- Possibly given to Blake while he is in Canton for Ferno work. Or give to Brian once he is signed off on.
6/29/26 RBerry-Sent email to tech sup/FOD to discuss how this WO will be covered.
6/23/2026 CRamen talked about in scheduling meeting with LYoder in that we have all techs booked for weeks out and dont have a current resolution on scheduling a tech to cover kiosk in past due status and upcoming for due end of this month.
⚠️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.
**IMPORTANT** This is a non-retail location and an appointment must be coordinated in advance. If the technician or scheduler is unable to make contact with the onsite point of contact, they must notify Texas Medical Screening before departing the site. TMS may be able to provide an alternate contact or additional site access information.
Primary TMS Contact: James Williams Phone: 726-202-3465. All contact attempts must be logged on the work order, including who was contacted, the date and time of the attempt, the phone number called, and the outcome of the communication attempt.
📄Description
90550,BP MONITOR, NO AD DISPLAY
📧
Email
Completed Aug 31, 2026
8/31/26 Rberry- Spoke with Shannon Wood, states that PMs were already completed in June 2026 by TMS tech Greg Fischer. States the Pms are not due until 2027 for bldg J, A and LC. Advised I will reach out to TMS and confirm. She states the tech did not replace the PM sticker while onsite. See logged call on WO-01334097. Sent email to TMS to follow up. See logged email on WO-01334097
📞
Call
Completed Aug 31, 2026
8/31/26 Rberry- Spoke with Shannon Wood, states that PMs were already completed in June 2026 by TMS tech Greg Fischer. States the Pms are not due until 2027 for bldg J, A and LC. Advised I will reach out to TMS and confirm. She states the tech did not replace the PM sticker while onsite. See logged call on WO-01334097
📧
Email: Re: EMSAR Request for service at Caterpillar Bldg A
Completed Aug 31, 2026
To: wood_shannon@cat.com
CC: melissa.arnold@emsar.com
BCC: rhea.berry@emsar.com
Attachment: --none--
Subject: Re: EMSAR Request for service at Caterpillar Bldg A
Body:
Hi ,
My name is Rhea Berry 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 loc
📋
Outbound to +13092663805
Completed Aug 31, 2026
8/31/26 RBerry- LM with Shannon Wood to confirm contact and location.
📧
Email: EMSAR Request for service at Caterpillar Bldg A
Completed Aug 28, 2026
To: wood_shannon@cat.com
CC: melissa.arnold@emsar.com
BCC: rhea.berry@emsar.com
Attachment: --none--
Subject: EMSAR Request for service at Caterpillar Bldg A
Body:
Hi ,
My name is Rhea Berry 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 locatio
Timeline
📋
Work Order Created Jan 7, 11:09 AM
Work Order:WO-01333888
Type:Preventive Maintenance
Priority:PSM
📅
Status: Ready for Scheduling by Jessica FoleyJan 7, 1:34 PM
From:Entered
To:Ready for Scheduling
Duration in Previous:2h 25m
✅
Status: Ready for Release by Allison BelyeaJan 7, 4:38 PM
From:Ready for Scheduling
To:Ready for Release
Duration in Previous:3h 3m
🚨74.9 business days
📅
Status: Ready for Scheduling by Chris BakkemoApr 23, 1:41 PM
From:Ready for Release
To:Ready for Scheduling
Duration in Previous:105d 20h
🚨41.0 business days
👷
▶
2
Technician Assigned Jun 22, 11:51 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From:Ready for Scheduling
To:Assigned
Duration in Previous:59d 22h
✅
Status: Ready for Release by Kaitlyn KelchJun 22, 12:22 PM
From:Assigned
To:Ready for Release
Duration in Previous:30m
📅
Status: Ready for Scheduling by Rhea BerryJun 22, 12:31 PM
From:Ready for Release
To:Ready for Scheduling
Duration in Previous:9m
🚨50.0 business days
🚫
Status: Canceled by Chris BakkemoAug 31, 12:40 PM
From:Ready for Scheduling
To:Canceled
Duration in Previous:70d 0h
Bottlenecks
Ready for Scheduling
Duration: 40.8 business days (threshold: 1.0 business days)
Exceeded by 39.8 business days
Ready for Scheduling
Duration: 49.9 business days (threshold: 1.0 business days)