Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01244261 ↗ ServiceMax

PLANNED PARENTHOOD OF GREATER NEW YORK • Removal • PC

📍 UTICA PLANNED PARENTHOOD — 1424 GENESEE STREET, UTICA NY, 13502

Feb 3, 2025 → Sep 5, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Sep 12, 2025
✓ SLA Met (5 biz days early)
Active: 149 biz days
🕐 Clock stopped: Completed (Sep 5, 2025)
▶ Clock Running
Status: Created
Feb 3 → Feb 3, 2025
0 business days (counted)
Running total: 0 of ? biz days used
73d
▶ Clock Running
Status: On Hold
Feb 3 → May 16, 2025
73 business days (counted)
Running total: 73 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
May 16 → May 16, 2025
0 business days (counted)
Running total: 73 of ? biz days used
▶ Clock Running
Status: Assigned
May 16 → May 29, 2025
8 business days (counted)
Running total: 81 of ? biz days used
▶ Clock Running
Status: Scheduled
May 29 → May 30, 2025
1 business day (counted)
Running total: 82 of ? biz days used
▶ Clock Running
Status: Tech On Site
May 30 → May 30, 2025
0 business days (counted)
Running total: 82 of ? biz days used
▶ Clock Running
Status: Reschedule
May 30 → May 30, 2025
0 business days (counted)
Running total: 82 of ? biz days used
▶ Clock Running
Status: Completed
May 30 → May 30, 2025
0 business days (counted)
Running total: 82 of ? biz days used
▶ Clock Running
Status: Closed
May 30 → May 30, 2025
0 business days (counted)
Running total: 82 of ? biz days used
▶ Clock Running
Status: Incomplete
May 30 → Jun 2, 2025
1 business day (counted)
Running total: 83 of ? biz days used
58d
▶ Clock Running
Status: On Hold
Jun 2 → Aug 25, 2025
58 business days (counted)
Running total: 141 of ? biz days used
▶ Clock Running
Status: Reschedule
Aug 25 → Aug 25, 2025
0 business days (counted)
Running total: 141 of ? biz days used
▶ Clock Running
Status: Assigned
Aug 25 → Aug 26, 2025
1 business day (counted)
Running total: 142 of ? biz days used
▶ Clock Running
Status: Scheduled
Aug 26 → Sep 5, 2025
7 business days (counted)
Running total: 149 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 5 → Sep 5, 2025
0 business days (counted)
Running total: 149 of ? biz days used
Created: Feb 3, 2025 Completed: Sep 5, 2025
Show SLA Clock Detail (15 periods)
Period Status Clock Biz Days Running Total
Feb 3 → Feb 3 Created ▶ Running 0 0
Feb 3 → May 16 On Hold ▶ Running 73 73
May 16 → May 16 Ready for Scheduling ▶ Running 0 73
May 16 → May 29 Assigned ▶ Running 8 81
May 29 → May 30 Scheduled ▶ Running 1 82
May 30 → May 30 Tech On Site ▶ Running 0 82
May 30 → May 30 Reschedule ▶ Running 0 82
May 30 → May 30 Completed ▶ Running 0 82
May 30 → May 30 Closed ▶ Running 0 82
May 30 → Jun 2 Incomplete ▶ Running 1 83
Jun 2 → Aug 25 On Hold ▶ Running 58 141
Aug 25 → Aug 25 Reschedule ▶ Running 0 141
Aug 25 → Aug 26 Assigned ▶ Running 1 142
Aug 26 → Sep 5 Scheduled ▶ Running 7 149
Sep 5 → Sep 5 Tech On Site ▶ Running 0 149
Dispatch 0.0d
Holding 133.0d (excluded)
Coordinators 20.8d
Field Work 0.5d
Incomplete 1.8d (excluded)
Billing 82.9d
✓ SLA Met
Dispatch
0.0 days
Holding (excluded from total)
133.0 days
Coordinators
20.8 days
Over SLA
Field Work
0.5 days
Incomplete (excluded from total)
1.8 days
Billing
82.9 days
Over SLA
Created: Feb 3, 2025 Due: Sep 12, 2025 Completed: Sep 5, 2025 (7 days early)
📅
150.0 days Total Age
⏱️
74.0d in On Hold Longest Stage
🔄
19 transitions Status Changes
⚠️
93.7d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits (2 reschedules)
2 on-site visits — follow-up trip required
👤 Self-scheduled by Bernard Thompson — scheduling delays attributed to technician, not coordinators
Visit 1 Sep 5, 2025

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00461995
eBiotrack - New Work Order Created
Closed
Trophon 1 of 2 Retrieve Trophon SN: from site. Take loaner retrieved from and set up to replace Trophon we are taking. Package Trophon up and e-mail Keith Fricke to retrieve Shipping form to ship Trophon. Please assign to tech working WO- and schedule for immediately after it so tech can swap Trophons out. https://www.ebiotrack.com/omnicor/workorder.php?wo=6547
Priority
Standard
Origin
Email
Reason
New Case
Contact
Emsar Dispatch
Owner
Scott Berry
Created
Feb 3, 2025
Work Orders from this Case (1)
WO-01244261 (current) Invoiced
Removal • Bernard Thompson
Created: Feb 3, 2025 • Closed: Sep 5, 2025
Completed with significant delays
Invoiced • 394 days old
🚨
Primary Delay 74.0 days stuck in "On Hold"
⏱️
Total Delay 93.7 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
On Hold
133.0d
Ready for Scheduling
0.1d / 1.0d SLA
Assigned
10.3d / 0.5d SLA
Scheduled
9.8d / 2.0d SLA
Completed
0.4d / 1.0d SLA
Closed
2.5d / 1.0d SLA
Incomplete
1.8d
Reschedule
0.5d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Billing Review
58.8d / 2.0d SLA
Ready to Bill
24.1d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11.13.25 Ycampos - Per meeting with Scott, placing in Billing Review for him to review and reconcile all WO statuses.

10/29 SBerry: All future work will be placed on new WO

Placing in BR for Scott Berry review

8/26 KSmith -- Scheduled for 9/5 with Aubrey on WO-01299384

8/25 KSmith -- Sent email to schedule for 9/5 on WO-01299384

6/4 KSmith -- Let Aubrey know unit is no longer available and will reach out once they become available

6/4 SBerry: This WO shouldn't be scheduled. New label is needed for tech to return loaner to Wilmington as loaner isn't working

6/4 KSmith -- Scheduled for Friday with Aubrey

6/4 KSmith -- Sent email to Aubrey to schedule for Friday

6/4 KSmith -- Tracking shows delivery on 6/5

6/2 KFricke - Shipping labels for the Utica Trophon (and EMSAR's loaner) were emailed to tech, BThompson, today and attached to this WO.


05/29 MSajib. POC Aubrey Capararo confirmed the date 05/30. See more WO-01244261


05/29 MSajib. POC responded and working on dates for the technician to come


05/28 MSajib. Called but no answer. Left a vm and sent an email to POC to schedule the tech visit. See more WO-01244261


5/22/25 RCook- Emailed Aubrey to schedule for 5/30/25. Arrival time between 9-11AM. Waiting for confirmation. See logged email on WO-01244261


5/22/25 RCook- Called site to schedule could not get through prompts. See logged call on WO-01244261


5/22/25 RCook- Per SBerry go ahead and move forward with scheduling this service after Ithaca pickup.



5/19/25 RCook- Per MBateman on ASC call one of the loaners at the Ithaca site is not working. Spoke with SBerry and he states he is looking into this and will advise on how to proceed.


5/19 SBerry: Shipping label attached

05/16 MSajib. Called but no answer. Left a vm and sent an email to POC to schedule the tech visit. See more WO-01273688

Note: Working with SUP Matt to comes with a plan for removal and delivery

🔧 Work Performed
9-4-2025 Removed loaner Trophon 490559-030, installed Trophon 490593-008. Could not swap out because the replacement Trophon 142282-058 is not working correctly.
🔍 Technician Findings
9-4-2025 Retrieved Trophon 490593-008 from Aubrey. Upon arrival found 490593-006 in service
⚠️ Problem Description
Trophon 1 of 2 Retrieve Trophon SN: 490593-006 from site. Place Trophon Loaner SN: 490593-006 and leave on site. Package Trophon up and use shipping label attached to ship to Partssource. https://www.ebiotrack.com/omnicor/workorder.php?wo=6547
📄 Description
Nanosonics Trophon 2

Timeline

📞
Case Linked Feb 3, 9:41 AM
Case Number: 00461995
Subject: eBiotrack - New Work Order Created
Status: Closed
📋
2 Work Order Created Feb 3, 10:58 AM
Work Order Created → Status: On Hold
⏸️
Status: On Hold by Scott Berry
From: Entered
To: On Hold
Duration in Previous: 0m
🚨 74.0 business days
📅
Status: Ready for Scheduling by Scott Berry May 16, 12:30 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 102d 0h
👷
2 Technician Assigned May 16, 1:07 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Mozammel Sajib
From: Ready for Scheduling
To: Assigned
Duration in Previous: 37m
⚠️ 9.0 business days
📅
2 Dispatch Scheduled May 29, 1:17 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Mozammel Sajib
From: Assigned
To: Scheduled
Duration in Previous: 13d 0h
🔧
Status: Tech On Site by Bernard Thompson May 30, 11:39 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 22h 21m
🔄
Status: Reschedule by Bernard Thompson May 30, 12:22 PM
From: Completed, Tech On Site, Reschedule
To: Reschedule, Completed, Closed
Duration in Previous: 43m, 0m
⚠️
Status: Incomplete by Rhonnie Reeves May 30, 1:12 PM
From: Closed
To: Incomplete
Duration in Previous: 49m
1.9 business days
⏸️
Status: On Hold by Rhonnie Reeves Jun 2, 7:15 AM
From: Incomplete
To: On Hold
Duration in Previous: 2d 18h
🚨 59.0 business days
🔄
Status: Reschedule by Scott Berry Aug 25, 11:53 AM
From: On Hold
To: Reschedule
Duration in Previous: 84d 4h
👷
2 Technician Assigned Aug 25, 4:06 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Reschedule
To: Assigned
Duration in Previous: 4h 12m
🗓️
2 Status: Scheduled Aug 26, 8:14 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-09-05T17:00:00.000+0000
⚠️ 8.0 business days
🔧
Status: Tech On Site by Bernard Thompson Sep 5, 12:52 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 10d 4h
⏱️
2x Labor Added Sep 5, 1:25 PM
Type: Labor, Travel
Status: Open
Qty: 1, 42
⏱️
Labor Added Sep 5, 1:34 PM
Type: Labor
Status: Open
Qty: 0.5
✔️
Status: Completed by Bernard Thompson Sep 5, 1:42 PM
From: Tech On Site
To: Completed
Duration in Previous: 50m
🏁
Status: Closed by Bernard Thompson Sep 5, 4:31 PM
From: Completed
To: Closed
Duration in Previous: 2h 48m
2.9 business days
💵
Status: Billing Review by Diane Patton Sep 9, 4:32 PM
From: Closed
To: Billing Review
Duration in Previous: 4d 0h
🚨 35.9 business days
📄
Status: Ready to Bill by Scott Berry Oct 29, 3:41 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 49d 23h
🚨 11.0 business days
💵
Status: Billing Review by Yecenia Campos Nov 13, 4:18 PM
From: Ready to Bill
To: Billing Review
Duration in Previous: 15d 1h
🚨 24.0 business days
📄
Status: Ready to Bill by Scott Berry Dec 18, 2:10 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 34d 21h
🚨 14.0 business days
📨
2 Status: Invoice Pending Jan 8, 2:15 PM
Status: Invoice Pending → Invoice Created
🧾
Invoice Created
Invoice Number: SM-250828

Bottlenecks

Assigned
Duration: 8.9 business days (threshold: 4.0 business hours)
Exceeded by 8.4 business days
Assigned
Duration: 1.5 business days (threshold: 4.0 business hours)
Exceeded by 7.9 business hours
Scheduled
Duration: 8.0 business days (threshold: 2.0 business days)
Exceeded by 6.0 business days
Closed
Duration: 2.4 business days (threshold: 1.0 business days)
Exceeded by 1.4 business days
Billing Review
Duration: 35.4 business days (threshold: 2.0 business days)
Exceeded by 33.4 business days
Ready to Bill
Duration: 10.5 business days (threshold: 1.0 business days)
Exceeded by 9.5 business days
Billing Review
Duration: 23.3 business days (threshold: 2.0 business days)
Exceeded by 21.3 business days
Ready to Bill
Duration: 13.6 business days (threshold: 1.0 business days)
Exceeded by 12.6 business days

🔗 Related Artifacts

📞
Case 00461995
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Removal
Branch
N/A
Technician
Bernard Thompson
Scheduled
Sep 5, 1:00 PM
Created
Feb 3, 10:58 AM
Invoice #
SM-250828

Work Details (3)

Name Type Status Qty Amount Date
WL-02926645 Labor Open 1 $0.00 Sep 5, 1:25 PM
WL-02926646 Travel Open 42 - Sep 5, 1:25 PM
WL-02926653 Labor Open 0.5 $862.50 Sep 5, 1:34 PM

Details