| Sept. 5, 2025 |
ISSUES |
DLL REMOVALS |
Jan. 5, 2026 |
November 17th, 2025 - customer confirmed they only want delivery in the new year.
September 9th, 2025 - we have the letter from Lee from June about the removal instructions of the old units. Deal with this when the contract is being prepared with Anne Marie.
September 5th, 2025 - DLL removals to be managed carefully. Seven units to return. Told Lee to contact DLL to get the discharge fees/invoices and delivery address for where the devices need to go. |
| Sept. 5, 2025 |
CONTRACT |
OECM V |
None |
September 9th, 2025 - sent CHECKLIST to Lee for his input to have CSA created. Once this is done, update the CAD document and the OECM chart from Anne Marie.
September 5th, 2025 - sent an email to Anne Marie to see if the client has signed OECM V. |
| Sept. 5, 2025 |
CONTRACT |
PAPERCUT (2029) |
Dec. 8, 2025 |
November 19th, 2025 - #3 contract sent to Lee for signatures. #2 sent the quote details to Lee and asked Digvijay to create the contract. / #1
asked Digvijay if he's still working on this one. ADD to the software management file chart. Need to get contract to Lee for a signature.
November 17th, 2025 - confirmed with the client that he just wants one more license and no pro services for the installation. Asked Digvijay to prepare the contract.
September 9th, 2025 - received confirmation from Digvijay: Papercut CRN number is C-X9R5JS - expires 09/30/2029. Add this information to the customer fleet report and the SOFTWARE TRACKING page in the CAD document.
September 5th, 2025 - sent an email to Digvijay asking for help with the Papercut details for this account. Need to add this to the Fleet report. Expires in 2029 (September). |
| Aug. 6, 2025 |
FLEET REPORT |
FLEET REPORT |
Dec. 8, 2025 |
November 26, 2025 - Added FLEET REPORT in to the Shared Drive.
November 19th, 2025 - update this with the new order once it's signed.
September 9th, 2025 - sent the updated report that includes ESTABLISHMENT NUMBERS to Lee and Anne Marie. List of questions to Lee. Ball is in his court.
September 5th, 2025 - updated the FLEET REPORT and sent to Lee and Anne Marie for additional notes and comments. We need to use this document for the transition of units. Also, use this to keep contact information and tracking for issues on a go-forward basis.
Updated fleet report with Lee and provided recommendations for equipment to be upgraded. Follow up with him to choose the accessories needed for his order, on Friday. |
| July 29, 2025 |
CONTRACT |
Fleet Refresh |
Dec. 8, 2025 |
November 19th, 2025 - sent the contract to Lee for signatures - DLL and Xerox Service. THEN send to DLL for signatures, then submit to Xerox for processing.
November 17th, 2025 - waiting for approval of the revised contract from Karthik. Waiting for approval of the DLL invoice that will be prepared from Rebecca. Krista is helping with this contract - make sure to pay her for her time.
September 9th, 2025 - can't start contract until we get details back from Lee.
September 5th, 2025 - confirmed all details for the new orders with Lee. Updated the Fleet Report and sent to Anne Marie and Lee. Need Anne Marie to confirm the establishment numbers next before we can start working on the VQX workbook.
Zoom meeting with Lee today. Discussed equipment upgrades. Waiting for him to answer questions. Then get OECM contract rental completed with Anne Marie. |