Procedurefor Case Solution Installation

1. Purpose

To define proper action and steps for evaluation and installation of Case Medical Solutions

2. Scope

This document applies to Solutions, QC, Sales Team, and Case Medical technical support.

3. Procedure

A.Utilize MF #120, the “all-in-one” Case Solutions Installation Packetwhich is available on the employee portal and must be completed in order to ensure a successful evaluation.

B.The “all-in-one” package includes: MF #52.1, 120, 120.1, 120.2, 120.3, 120.4, 189.

C.If support is required for the evaluation, the sales representative must complete the Service Requisition (MF #52.1) prior to scheduling our technical consultant or clinical specialist for installation, technical support, or in-service.

D.Prior to scheduling an installation or evaluation, all necessary information should be recorded on the header of the Installation Package (MF #120) and requests should be forwarded to Case Medical by email via . This is required before any installation or service call can be scheduled.

E.Once the requisition is approved by management the technical consultant or service team will be notified and an appointment scheduled.

F.An installation will not begin without a completed checklist including time frame, machine manufacturer, model number, current product used, current machine settings, if possible, and identification of the wash indicator used at the facility for current product verification.

G.Whenever possible, a cell phone camera or digital camera should be used to document all machine settings before any adjustments are made.

H.In addition, the sales representative shall perform a water test with strips or TOD reader provided by Case Medical. The Case Medical representative or technician shall utilize a graduated cylinder to record current dosing using MF #120.1.

I.All scheduled service calls require a minimum of two weeks’ notice. Three weeks’ notice is required for an installation.

J.Product will be sent to the facility or sales representative once a PO or No Charge PO for samples and a signed Statement of Understanding (SOU) is received.

K.All product, including hardware shall be recorded in MAX for traceability

L.A Google calendar will be synced for technical service and team support to coordinate scheduled visits.

M.Machine Log Settings will be captured into the database for reporting purposes.

N.The customer will receive a document identifying any changes to machine settings including time, temperature, and dosing.

O.In addition, a written report to the facility will be provided should any technical issues with machine settings or function be observed. Use MF#222 Solutions Field Report.

P.Monthly site visits will be recorded on the Google calendar.

Q.Should a customer terminate our services, all hardware, such as proportioner, alarm stand or monitors provided to the facility by Case Medical must be immediatelyreturned to the company by the sales representative within two weeks of termination.

REFERENCED DOCUMENTS:

ALL-IN-ONE PACKAGE: MF #52.1, 120, 120.1, 120.2, 120.3, 120.4, 189

MF#222 SOLUTIONS FIELD REPORT

Issued By: Lesley Hendricks
First Issue Date: 7/20/12
File: Q:\QC\SOP\SOP 2013\SOP#109 / Revision No.: B
Changed by: MF Revision Date: 12/24/2015
Verified & Approved by: HG Date: 12/24/2015