Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01228975 ↗ ServiceMax

HIGI LLC • Preventive Maintenance • PSM

📍 BRMC Surgical Services — 2200 Osprey Blvd, Bartow FL, 33830

Dec 30, 2024 → Dec 8, 2025

✅ Completed
PSM
SLA Clock
Last business day of December 2024 · Target: Dec 31, 2024
✗ SLA Missed (137 biz days late)
Active: 139 biz days
Paused: 95 biz days
🕐 Clock stopped: Tech Off Site (Dec 8, 2025)
63d
▶ Clock Running
Status: Created
Dec 30 → Apr 1, 2025
63 business days (counted)
Running total: 63 of ? biz days used
⏸95d
⏸ Clock Paused
Status: Ready for Release
Apr 1 → Aug 15, 2025
95 business days (not counted)
66d
▶ Clock Running
Status: On Hold
Aug 15 → Nov 20, 2025
66 business days (counted)
Running total: 129 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Nov 20 → Nov 20, 2025
0 business days (counted)
Running total: 129 of ? biz days used
▶ Clock Running
Status: Billing Review
Nov 20 → Nov 20, 2025
0 business days (counted)
Running total: 129 of ? biz days used
▶ Clock Running
Status: Entered
Nov 20 → Nov 20, 2025
0 business days (counted)
Running total: 129 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Nov 20 → Nov 20, 2025
0 business days (counted)
Running total: 129 of ? biz days used
▶ Clock Running
Status: Assigned
Nov 20 → Nov 26, 2025
4 business days (counted)
Running total: 133 of ? biz days used
▶ Clock Running
Status: Scheduled
Nov 26 → Dec 8, 2025
6 business days (counted)
Running total: 139 of ? biz days used
▶ Clock Running
Status: Tech On Site
Dec 8 → Dec 8, 2025
0 business days (counted)
Running total: 139 of ? biz days used
Created: Dec 30, 2024 Tech Off Site: Dec 8, 2025
Show SLA Clock Detail (10 periods)
Period Status Clock Biz Days Running Total
Dec 30 → Apr 1 Created ▶ Running 63 63
Apr 1 → Aug 15 Ready for Release ⏸ Paused 95
Aug 15 → Nov 20 On Hold ▶ Running 66 129
Nov 20 → Nov 20 Ready for Scheduling ▶ Running 0 129
Nov 20 → Nov 20 Billing Review ▶ Running 0 129
Nov 20 → Nov 20 Entered ▶ Running 0 129
Nov 20 → Nov 20 Ready for Scheduling ▶ Running 0 129
Nov 20 → Nov 26 Assigned ▶ Running 4 133
Nov 26 → Dec 8 Scheduled ▶ Running 6 139
Dec 8 → Dec 8 Tech On Site ▶ Running 0 139
Holding 226.2d (excluded)
Coordinators 11.7d
Field Work 0.3d
Billing 0.0d
✗ SLA Missed
Holding (excluded from total)
226.2 days
Coordinators
11.7 days
Over SLA
Field Work
0.3 days
Billing
0.0 days
Created: Dec 30, 2024 Due: Dec 31, 2025 Completed: Dec 8, 2025 (23 days early)
📅
234.3 days Total Age
⏱️
96.0d in Ready for Release Longest Stage
🔄
11 transitions Status Changes
⚠️
9.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
4 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Generating AI analysis...
Completed with minor delays
Invoiced • 429 days old
🚨
Primary Delay 96.0 days stuck in "Ready for Release"
⏱️
Total Delay 9.1 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
On Hold
130.2d
Ready for Release
96.0d
Ready for Scheduling
0.1d / 1.0d SLA
Assigned
4.8d / 0.5d SLA
Scheduled
6.9d / 2.0d SLA
Tech On Site
0.2d / 1.0d SLA
Completed
0.1d / 1.0d SLA
Closed
0.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/26/25 AJinerson - Carlos Felix called back and confirmed he is the correct POC. 

He said any day M-F between 6am-4pm works for them. 

Confirmed scheduling for Mon. 12/8

between 9:30 - 11:30am

POC onsite: Carlos (863) 514-4514

Arrival Instructions: They are under construction right now, so tech will have to call Carlos (863) 514-4514 upon arrival. Carlos will assist him onsite. 


11/26/25 AJinerson - Called 2nd original POC: Clint Shouppe at 813-767-0550 and left another VM regarding scheduling tech visit.


11/26/25 AJinerson - Called Carlos Felix at 863-514-4514. Left 3rd VM regarding scheduling. 


11/24/25 AJinerson - Called secondary contact number listed for Carlos Felix: 863-514-4514. Left 2nd VM regarding scheduling service visit. 


11/24/25 AJinerson - Called number listed for Carlos Felix -

863-519-1508 and was informed that I have the WRONG NUMBER and this is not for BRMC Surgical Services. 


11/20/25 AJinerson - Accidentally pressed "billing review" button... placing back into RFS to assign to tech.


11/20/25 AJinerson - Called 2nd original POC: Clint Shouppe at 813-767-0550 and left another VM regarding scheduling tech visit. 


11/20/25 AJinerson - WO released back into RFS 11/20 with updated contacts. Called updated POC at: 863-514-4514. Left VM regarding needing to schedule tech visit. 


11/20/2025 Updated contact and provided cell (863-514-4514) and alternate contact Clint Shouppe (813-767-0550) Please call to schedule.

08/15/2025 LHill-Placing the work order on hold and escalating to the account manager for contact confirmation. There is no contact listed on the work order, and while a contact is listed under the location, it is unclear if they are the appropriate point of contact.


08/15/2025 LHill-Called 863-519-1508 to confirm equipment & contact. The line automatically disconnects. Unable to leave a message.


08/15/2025 LHill-LM at 813-767-0550 for Clint Shouppe to confirm equipment & contact.  


08/14/2025 LHill-No further contacts are listed on previous WOs.


08/14/2025 LHill-Called 863-519-1508 to confirm equipment & contact.  The line automatically disconnects. Unable to leave a message.


08/14/2025 LHill-LM at 813-767-0550  for Clint Shouppe to confirm equipment & contact.   

 

08/13/2025 LHill-LM at 813-767-0550 for Clint Shouppe to confirm equipment & contact.   

 


08/13/2025 LHill-called 863-514-4514 to confirm equipment & contact.  Gentlemen advised that it should maybe be clinical engineering but doesn't have a phone number.

🔧 Work Performed
Completed Higi PM
🔍 Technician Findings
Kiosk was functioning normally.
⚠️ Problem Description
Please Perform a PM on this Kiosk and attach all required photos from the PM Checklist Note this is a Non-retail account and requires a call to schedule. Please navigate to the location page for contact details Regardless if a PM was completed or not a Checklist and photos are required as well as a signed field service report for every work order If a follow up is needed: Confirm with Tech support, select New issue, enter in the troubleshooting performed and part needed for the follow up in the follow up notes field Trunk stock work order: email dispatch@emsar.com with current work order # and the description of the repair that is required to be performed prior to PM completion (Example LED lights, bamboo seat replacement, Leveler replacement etc. all parts that can be found in your trunk stock ) Link to Work Instructions & Checklist on last page: SZZT (Higi Green) https://emsar-portal1.sharepoint.com/SOPs%20and%20Work%20Instructions/Higi%20&%20Legacy%20Kiosk%20Group/Higi%20Green/WI-ST-310%20Higi%20Green%20Preventative%20Maintenance%20009%20DCR652.pdf
📄 Description
Higi Green Kiosk Hard wired

Timeline

📋
Work Order Created Dec 30, 4:49 PM
Work Order: WO-01228975
Type: Preventive Maintenance
Priority: PSM
🚨 63.9 business days
Status: Ready for Release by Stephanie Ramen Apr 1, 12:17 PM
From: On Hold
To: Ready for Release
Duration in Previous: 91d 18h
🚨 96.0 business days
⏸️
Status: On Hold by Laura Hill Aug 15, 12:12 PM
From: Ready for Release
To: On Hold
Duration in Previous: 135d 23h
🚨 67.0 business days
📅
Status: Ready for Scheduling by Chris Bakkemo Nov 20, 11:55 AM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 97d 0h
💵
3 Status: Billing Review Nov 20, 12:53 PM
Status: Billing Review → Status: Assigned → Technician Assigned
👷
Status: Assigned by Abby Jinerson
From: Ready for Scheduling
To: Assigned
Duration in Previous: 0m
👷
Technician Assigned by Abby Jinerson
Technician: Robert Lewis
⚠️ 5.0 business days
🗓️
2 Status: Scheduled Nov 26, 12:10 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2025-12-08T14:30:00.000+0000
⚠️ 7.0 business days
🔧
Status: Tech On Site by Robert Lewis Dec 8, 10:30 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 11d 22h
⏱️
2 2x Labor Added Dec 8, 11:45 AM
2x Labor Added → Status: Tech Off Site
🚗
Status: Tech Off Site by Robert Lewis
From: Tech On Site, Tech Off Site
To: Tech Off Site, Completed
Duration in Previous: 1h 15m, 0m
💵
2 2x Expenses Added Dec 8, 12:48 PM
2x Expenses Added → Status: Closed
🏁
Status: Closed by Robert Lewis
From: Completed
To: Closed
Duration in Previous: 1h 2m
📄
2 Status: Ready to Bill Dec 8, 1:09 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Timothy Amburgey
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
⚠️ 5.0 business days
🧾
Invoice Created Dec 12, 7:06 PM
Invoice Number: SM-248472

Bottlenecks

Assigned
Duration: 4.8 business days (threshold: 4.0 business hours)
Exceeded by 4.3 business days
Scheduled
Duration: 6.9 business days (threshold: 2.0 business days)
Exceeded by 4.9 business days

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Robert Lewis
Scheduled
Dec 8, 9:30 AM
Created
Dec 30, 4:49 PM
Invoice #
SM-248472

Work Details (4)

Name Type Status Qty Amount Date
WL-03030014 Labor Open 1.33333 $0.00 Dec 8, 11:45 AM
WL-03030015 Labor Open 1.25 $0.00 Dec 8, 11:45 AM
WL-03030075 Expenses Open 1 $0.00 Dec 8, 12:48 PM
WL-03030076 Travel Open 62 $0.00 Dec 8, 12:48 PM

Details