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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01247072 ↗ ServiceMax

SKYTRON • Upgrade • PC

📍 PARTNER'S HEALTH CARE SYS — BOSTON MA, 2115 (02115)

Feb 10, 2025 → Nov 14, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Nov 26, 2025
✓ SLA Met (8 biz days early)
Active: 190 biz days
Paused: 1 biz days
🕐 Clock stopped: Invoiced (Nov 14, 2025)
26d
▶ Clock Running
Status: Created
Feb 11 → Mar 20, 2025
26 business days (counted)
Running total: 26 of ? biz days used
▶ Clock Running
Status: L2 Screening
Mar 20 → Mar 25, 2025
3 business days (counted)
Running total: 29 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Mar 25 → Mar 26, 2025
1 business day (not counted)
▶ Clock Running
Status: Ready for Scheduling
Mar 26 → Apr 2, 2025
5 business days (counted)
Running total: 34 of ? biz days used
▶ Clock Running
Status: Assigned
Apr 2 → Apr 11, 2025
7 business days (counted)
Running total: 41 of ? biz days used
▶ Clock Running
Status: On Hold
Apr 11 → Apr 28, 2025
11 business days (counted)
Running total: 52 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Apr 28 → Apr 28, 2025
0 business days (counted)
Running total: 52 of ? biz days used
104d
▶ Clock Running
Status: Assigned
Apr 28 → Sep 25, 2025
104 business days (counted)
Running total: 156 of ? biz days used
▶ Clock Running
Status: L2 Screening
Sep 25 → Oct 2, 2025
5 business days (counted)
Running total: 161 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 2 → Oct 2, 2025
0 business days (counted)
Running total: 161 of ? biz days used
▶ Clock Running
Status: L2 Screening
Oct 2 → Oct 2, 2025
0 business days (counted)
Running total: 161 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 2 → Oct 6, 2025
2 business days (counted)
Running total: 163 of ? biz days used
22d
▶ Clock Running
Status: Assigned
Oct 6 → Nov 6, 2025
22 business days (counted)
Running total: 185 of ? biz days used
▶ Clock Running
Status: Entered
Nov 6 → Nov 6, 2025
0 business days (counted)
Running total: 185 of ? biz days used
▶ Clock Running
Status: Assigned
Nov 6 → Nov 6, 2025
0 business days (counted)
Running total: 185 of ? biz days used
▶ Clock Running
Status: Scheduled
Nov 6 → Nov 14, 2025
5 business days (counted)
Running total: 190 of ? biz days used
Created: Feb 11, 2025 Invoiced: Nov 14, 2025
Show SLA Clock Detail (16 periods)
Period Status Clock Biz Days Running Total
Feb 11 → Mar 20 Created ▶ Running 26 26
Mar 20 → Mar 25 L2 Screening ▶ Running 3 29
Mar 25 → Mar 26 Awaiting Parts ⏸ Paused 1
Mar 26 → Apr 2 Ready for Scheduling ▶ Running 5 34
Apr 2 → Apr 11 Assigned ▶ Running 7 41
Apr 11 → Apr 28 On Hold ▶ Running 11 52
Apr 28 → Apr 28 Ready for Scheduling ▶ Running 0 52
Apr 28 → Sep 25 Assigned ▶ Running 104 156
Sep 25 → Oct 2 L2 Screening ▶ Running 5 161
Oct 2 → Oct 2 Assigned ▶ Running 0 161
Oct 2 → Oct 2 L2 Screening ▶ Running 0 161
Oct 2 → Oct 6 Ready for Scheduling ▶ Running 2 163
Oct 6 → Nov 6 Assigned ▶ Running 22 185
Nov 6 → Nov 6 Entered ▶ Running 0 185
Nov 6 → Nov 6 Assigned ▶ Running 0 185
Nov 6 → Nov 14 Scheduled ▶ Running 5 190
Dispatch 9.4d
Material Management 1.8d
Holding 39.0d (excluded)
Coordinators 150.3d
Field Work 0.9d
Incomplete 0.0d (excluded)
Billing 24.8d
✓ SLA Met
Dispatch
9.4 days
Over SLA
Material Management
1.8 days
Holding (excluded from total)
39.0 days
Coordinators
150.3 days
Over SLA
Field Work
0.9 days
Incomplete (excluded from total)
0.0 days
Billing
24.8 days
Over SLA
Created: Feb 11, 2025 Due: Nov 26, 2025 Completed: Nov 14, 2025 (12 days early)
📅
192.0 days Total Age
⏱️
104.8d in Assigned Longest Stage
🔄
20 transitions Status Changes
⚠️
173.8d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
11 lines Work Details
🚩
3 visits On-Site Trips
📋
Coordinator Scheduling
🚩
3 On-Site Visits
3 on-site visits — why were multiple trips needed?
Visit 1 Nov 12, 2025
Visit 2 Nov 13, 2025
Visit 3 Nov 14, 2025

AI Analysis

Powered by OpenAI
Generating AI analysis...
Completed with significant delays
Invoiced • 387 days old
🚨
Primary Delay 104.8 days stuck in "Assigned"
⏱️
Total Delay 173.8 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
On Hold
39.0d
L2 Screening
9.4d / 1.0d SLA
Awaiting Parts
1.8d / 3.0d SLA
Ready for Scheduling
9.1d / 1.0d SLA
Assigned
135.7d / 0.5d SLA
Scheduled
5.6d / 2.0d SLA
Completed
0.9d / 1.0d SLA
Closed
1.6d / 1.0d SLA
Incomplete
0.0d
Billing Review
24.8d / 2.0d SLA
Ready to Bill
0.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11.17.25 hshaw - moved to BR, not able to access to cust portal.


11/11 CC

Reached out to contact, left VM & email.

Returned email offered paperwork & description of upgrade.

Took the Contractor Safety Training early this morning & sent picture for badge


11/6 KSmith -- Teams call with Shawn R and was advised to reassign this to Chris Carroll

11/5 KSmith -- Teams message with Shawn regarding Skytron and Luis. Shawn advised he is working on that this afternoon and will hopefully have an update soon.

10/27 KSmith -- Teams message to Stephanie to see if SLA can be updated to November while Shawn works with Rob/Brad to get an FSE to cover this (Luis or another FSE)

10/24 KSmith -- Shawn is still working with Rob on a plan for Luis to cover these or another FSE will cover this.

10/14 KSmith -- Shawn is working on a plan to have Luis or another FSE cover this and will provide updates as they are available

10/7 KSmith -- Ian advised this needs to be evening work (8/9pm start times) and requires Green Security clearance. Per Shawn we cannot accommodate this. Teams message to Stephanie advising. Email from Ian logged on WO-01247071

10/6 KSmith -- Sent email to Ian to schedule for 10/27

9/25 JJ Work Order being transferred to Luis Torres

4/29 KSmith -- Fady advised his team can take this location. Email logged on WO-01239397

04/28/2025 MHamersley -rec'd IB call from Ian, he is ready to schedule, sent f/u email to all; putting WOs into RFS. ... 04/24/2025 MHamersley - called 857-307-3035, phone rang then disconnected, called back, went to VM/LM; sent f/u email: igarcia8@bwh.harvard.edu . ... 04/21/2025 MHamersley - called 857-307-3035, call went Ian's VM/LM, sent f/u email: igarcia8@bwh.harvard.edu . ... 04/17/2025 MHamersley - called 857-307-3035, call went to Ian's VM/LM requesting response to attempts to schedule; sent f/u email: igarcia8@bwh.harvard.edu; CC: REOS team. ... 4/11 KSmith -- Ian has no responded to any attempts to schedule upgrades. Escalating to ASM. ... 4/9 KSmith -- Followed up with Ian on WO-01247083 to see about scheduling the upgrades and/or getting the email threads 4/7 KSmith -- Followed up with Ian to get the email threads 4/2 KSmith -- Sent email to Ian to schedule for 4/28 on WO-01247072 ... 03/20/2025 MHamersley - rec'd email reply from Ian, he confirmed the Freedom Booms at his facility, but will require alittle time before scheduling. Included Skytron team and REOS rep to email chain. davegill@reosmedical.com ... 03/18/2025 MHamersley - called 857-307-3035, Ian Garcia, call went to VM/LM, sent f/u email: igarcia8@bwh.harvard.edu . ... 03/05/2025 MHamersley - called 617-726-2000, transferred to Bio Med, Clin Eng., need to send email to Michael Cusack, email: mcusack@mgb.org / Massachusetts General Hospital, 55 Fruit St, Boston, MA 02114 / *Need to Coordinate with Rep Firm REOS: Dave Gill, 508-309-8338, email: davegill@reosmedical.com *

🔧 Work Performed
Technician Findings upon arrival: After many trys, gained access. What caused the issue: Upgrade needed Actions Taken/Work Performed: After much searching,Found the only unit boom for upgrade. Is not in use. Performed upgrade Final Resolution: Unit performs true , Returned unit to service
🔍 Technician Findings
Technician Findings upon arrival: After many trys, gained access. What caused the issue: Upgrade needed Actions Taken/Work Performed: After much searching,Found the only unit boom for upgrade. Is not in use. Performed upgrade Final Resolution: Unit performs true , Returned unit to service
⚠️ Problem Description
FCO Upgrade: RECALL0013 LFS Spring Shaft Cover Model: LFS ID: 41074
📄 Description
Surgical Light and Flatscreen Support Arm System

Timeline

📋
Work Order Created Feb 10, 10:37 PM
Work Order: WO-01247072
Type: Upgrade
Priority: PC
🚨 27.2 business days
🔍
Status: L2 Screening by Mary Hamersley Mar 20, 10:49 AM
From: On Hold
To: L2 Screening
Duration in Previous: 37d 11h
4.0 business days
📦
2 Parts Requested Mar 25, 1:44 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Jarrod Black
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 5d 2h
📅
Status: Ready for Scheduling by Shawnna Mowery Mar 26, 12:25 PM
From: Awaiting Parts
To: Ready for Scheduling
Duration in Previous: 22h 41m
⚠️ 6.0 business days
👷
2 Technician Assigned Apr 2, 1:13 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 7d 0h
🔩
Parts Added Apr 2, 3:16 PM
Type: Parts
Status: Open
Qty: 1
⚠️ 8.0 business days
⏸️
Status: On Hold by Kourtney Smith Apr 11, 10:33 AM
From: Assigned
To: On Hold
Duration in Previous: 8d 21h
🚨 12.0 business days
📅
Status: Ready for Scheduling by Mary Hamersley Apr 28, 12:57 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 17d 2h
👷
2 Technician Assigned Apr 28, 1:50 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 52m
👷
Technician Assigned by Kourtney Smith Apr 29, 8:05 AM
Technician: David Andino
🚨 104.0 business days
🔍
Status: L2 Screening by Jennifer Johnson Sep 25, 6:50 PM
From: Assigned
To: L2 Screening
Duration in Previous: 150d 4h
4.6 business days
👷
2 Status: Assigned Oct 1, 9:54 PM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Stephanie Ramen
Technician: Luis Torres
📅
Status: Ready for Scheduling by Joseph Whalen Oct 2, 8:48 AM
From: L2 Screening
To: Ready for Scheduling
Duration in Previous: 10h 53m
3.0 business days
👷
2 Technician Assigned Oct 6, 8:38 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 3d 23h
🚨 23.0 business days
🆕
2 Status: Entered Nov 6, 1:34 PM
Status: Entered → Technician Assigned
👷
Technician Assigned by Kourtney Smith
Technician: Christopher Carroll
🗓️
2 Status: Scheduled Nov 6, 2:34 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-11-12T13:00:00.000+0000
⚠️ 6.0 business days
💵
Expenses Added Nov 14, 10:16 AM
Type: Expenses
Status: Open
Qty: 1
⏱️
2 2x Labor Added Nov 14, 11:18 AM
2x Labor Added → 4x Travel Added
🚗
4x Travel Added
Type: Travel, Labor, Expenses
Status: Open
Qty: 11, 40
⏱️
2 Labor Added Nov 14, 11:29 AM
Labor Added → Status: Completed
✔️
Status: Completed by Christopher Carroll
From: Scheduled
To: Completed
Duration in Previous: 7d 20h
⏱️
2 2x Labor Added Nov 14, 7:31 PM
2x Labor Added → Status: Closed
🏁
Status: Closed by Christopher Carroll
From: Completed
To: Closed
Duration in Previous: 8h 0m
1.5 business days
⚠️
2 Status: Incomplete Nov 17, 7:55 AM
Status: Incomplete → Status: Closed
🏁
Status: Closed by Matthew Bateman
From: Incomplete
To: Closed
Duration in Previous: 2m
💵
Status: Billing Review by Hannah Shaw Nov 17, 12:33 PM
From: Closed
To: Billing Review
Duration in Previous: 4h 35m
🚨 25.0 business days
📄
Status: Ready to Bill by Hannah Shaw Dec 23, 3:31 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 36d 2h
📨
2 Status: Invoice Pending Dec 23, 3:50 PM
Status: Invoice Pending → Invoice Created
🧾
Invoice Created
Invoice Number: SM-249856

Bottlenecks

L2 Screening
Duration: 4.0 business days (threshold: 1.0 business days)
Exceeded by 3.0 business days
Ready for Scheduling
Duration: 5.9 business days (threshold: 1.0 business days)
Exceeded by 4.9 business days
Assigned
Duration: 7.8 business days (threshold: 4.0 business hours)
Exceeded by 7.3 business days
Assigned
Duration: 104.8 business days (threshold: 4.0 business hours)
Exceeded by 104.3 business days
L2 Screening
Duration: 4.4 business days (threshold: 1.0 business days)
Exceeded by 3.4 business days
Ready for Scheduling
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Assigned
Duration: 23.0 business days (threshold: 4.0 business hours)
Exceeded by 22.5 business days
Scheduled
Duration: 5.6 business days (threshold: 2.0 business days)
Exceeded by 3.6 business days
Billing Review
Duration: 24.8 business days (threshold: 2.0 business days)
Exceeded by 22.8 business days

🔗 Related Artifacts

📦
Parts Order 00072206
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Upgrade
Branch
ERLA - PROD
Technician
Christopher Carroll
Scheduled
Nov 12, 8:00 AM
Created
Feb 10, 10:37 PM
Invoice #
SM-249856

Work Details (11)

Name Type Status Qty Amount Date
WL-02740212 Parts Open 1 $0.00 Apr 2, 3:16 PM
WL-03007293 Expenses Open 1 $0.00 Nov 14, 10:16 AM
WL-03007443 Labor Open 0.5 $0.00 Nov 14, 11:18 AM
WL-03007444 Labor Open 2 $0.00 Nov 14, 11:18 AM
WL-03007462 Travel Open 11 $0.00 Nov 14, 11:22 AM
WL-03007461 Labor Open 1 $0.00 Nov 14, 11:22 AM
WL-03007463 Travel Open 40 $0.00 Nov 14, 11:22 AM
WL-03007464 Expenses Open 1 $0.00 Nov 14, 11:22 AM
WL-03007471 Labor Open 15 $0.00 Nov 14, 11:29 AM
WL-03008302 Labor Open 10.75 $0.00 Nov 14, 7:31 PM
WL-03008303 Expenses Open 1 $0.00 Nov 14, 7:31 PM

Details