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← WO Overview

WO-01254033 ↗ ServiceMax

Western NY Department of Developmental Disabilities • Preventive Maintenance • PSM

📍 Cheektowaga Community Home — 23 Heritage Ct, Cheektowaga NY, 14225

Mar 6, 2025 → Oct 2, 2025

✅ Completed
PSM
SLA Clock
Last business day of March 2025 · Target: Mar 31, 2025
✗ SLA Missed (87 biz days late)
Active: 105 biz days
Paused: 41 biz days
🕐 Clock stopped: Completed (Oct 2, 2025)
▶ Clock Running
Status: Created
Mar 6 → Mar 6, 2025
0 business days (counted)
Running total: 0 of ? biz days used
⏸41d
⏸ Clock Paused
Status: Ready for Release
Mar 6 → May 2, 2025
41 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
May 2 → May 6, 2025
2 business days (counted)
Running total: 2 of ? biz days used
25d
▶ Clock Running
Status: Assigned
May 6 → Jun 11, 2025
25 business days (counted)
Running total: 27 of ? biz days used
14d
▶ Clock Running
Status: Scheduled
Jun 11 → Jul 2, 2025
14 business days (counted)
Running total: 41 of ? biz days used
39d
▶ Clock Running
Status: On Hold
Jul 2 → Aug 27, 2025
39 business days (counted)
Running total: 80 of ? biz days used
17d
▶ Clock Running
Status: Ready for Scheduling
Aug 27 → Sep 22, 2025
17 business days (counted)
Running total: 97 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 22 → Sep 22, 2025
0 business days (counted)
Running total: 97 of ? biz days used
▶ Clock Running
Status: Scheduled
Sep 22 → Sep 25, 2025
3 business days (counted)
Running total: 100 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Sep 25 → Sep 25, 2025
0 business days (counted)
Running total: 100 of ? biz days used
▶ Clock Running
Status: Reschedule
Sep 25 → Oct 1, 2025
4 business days (counted)
Running total: 104 of ? biz days used
▶ Clock Running
Status: On Hold
Oct 1 → Oct 1, 2025
0 business days (counted)
Running total: 104 of ? biz days used
▶ Clock Running
Status: Reschedule
Oct 1 → Oct 2, 2025
1 business day (counted)
Running total: 105 of ? biz days used
Created: Mar 6, 2025 Completed: Oct 2, 2025
Show SLA Clock Detail (13 periods)
Period Status Clock Biz Days Running Total
Mar 6 → Mar 6 Created ▶ Running 0 0
Mar 6 → May 2 Ready for Release ⏸ Paused 41
May 2 → May 6 Ready for Scheduling ▶ Running 2 2
May 6 → Jun 11 Assigned ▶ Running 25 27
Jun 11 → Jul 2 Scheduled ▶ Running 14 41
Jul 2 → Aug 27 On Hold ▶ Running 39 80
Aug 27 → Sep 22 Ready for Scheduling ▶ Running 17 97
Sep 22 → Sep 22 Assigned ▶ Running 0 97
Sep 22 → Sep 25 Scheduled ▶ Running 3 100
Sep 25 → Sep 25 Tech Off Site ▶ Running 0 100
Sep 25 → Oct 1 Reschedule ▶ Running 4 104
Oct 1 → Oct 1 On Hold ▶ Running 0 104
Oct 1 → Oct 2 Reschedule ▶ Running 1 105
Dispatch 0.6d
Holding 81.9d (excluded)
Coordinators 71.5d
Field Work 0.0d
Billing 5.8d
✗ SLA Missed
Dispatch
0.6 days
Over SLA
Holding (excluded from total)
81.9 days
Coordinators
71.5 days
Over SLA
Field Work
0.0 days
Billing
5.8 days
Over SLA
Created: Mar 6, 2025 Due: Oct 2, 2025 Completed: Oct 2, 2025 (on time)
📅
146.7 days Total Age
⏱️
41.1d in Ready for Release Longest Stage
🔄
17 transitions Status Changes
⚠️
66.4d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00471384
Ready to release status.
Closed
Initial Annual Inspection Service https://www.ebiotrack.com/inspection.php?iid=26082 Tollos Cirrus 450 SN: CL10422 Tollos Cirrus 450 SN: CL10423 Tollos Cirrus 450 SN: CL10426 Tollos Cirrus 450 SN: CL10430
Priority
Standard
Origin
Email
Reason
New Case
Contact
23 Heritage House Supervisor Please call, do not email unless no answer
Owner
Scott Berry
Created
Mar 5, 2025
Work Orders from this Case (1)
WO-01254033 (current) Invoiced
Preventive Maintenance • Erwin Forster
Created: Mar 6, 2025 • Closed: Oct 2, 2025
Completed with significant delays
Invoiced • 363 days old
🚨
Primary Delay 41.1 days stuck in "Ready for Release"
⏱️
Total Delay 66.4 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.6d / 0.5d SLA
Ready for Release
41.1d
Ready for Scheduling
20.5d / 1.0d SLA
Assigned
26.0d / 0.5d SLA
Scheduled
18.7d / 2.0d SLA
On Hold
40.8d
Tech Off Site
0.0d / 2.0d SLA
Reschedule
6.3d / 2.0d SLA
Closed
3.1d / 1.0d SLA
Billing Review
3.8d / 2.0d SLA
Ready to Bill
2.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

**Please close and bill Wait Time**

10/6/25 DPatton - Is this trip billable? --> Advised to close WO "as is" until lifts can be located.

10/2 KSmith -- Chatter reminder to FSE to close this WO out

10/1 KSmith -- Chatter from Dylan this WO can be closed out and billed as is. Chattered FSE to close WO out today

10/1 KSmith -- Chatter from Dylan this can be placed on hold until they sort out the lifts and what should be done with this WO

10/1 KSmith -- Dylan is checking into this one, regarding the lifts

9/30 KSmith -- Teams message to Shawn to check on this one. No lifts onsite per POC, should WO be closed out?

9/25 EForster: Staff indicated no lifts in use. Do not know where the lifts are. Have never seen them. Only celling rails present. Have not seen lifts in the 2 years she's been here.

9/22 KSmith -- Scheduled for Thursday with house supervisor. Supervisor is in on Monday/Thursdays

9/16 KSmith -- Site supervisor was not in. Advised they would be back tomorrow.

8/28 KSmith -- Site supervisor was not in yet. Advised to call back tomorrow

08/27/2025 DNakoff - WO being released from on hold per conversation with Joe Whalen, Megan Allen, and Shawn Rogers. Technician aware of service expectations and PM documentation required. Due date updated.

7/1 KSmith -- Teams message from Shawn to place site on hold. Joe W is working to develop/implement a training program for all Western NY DD locations.

6/11 KSmith -- Scheduled for 7/9 with site supervisor. 12pm-2pm

🔧 Work Performed
Staff indicated no lifts in use. Do not know where the lifts are. Have never seen the. Only celling rails present. Have not seen lifts in the 2 years she's been here.
🔍 Technician Findings
Inspection.
⚠️ Problem Description
PM Service PLEASE COMPLETE PM FORM FOR EACH PIECE OF EQUIPMENT General Patient Lift: https://form.jotform.com/241965569287071 Therapeutic Tub: https://form.jotform.com/251747256160154 https://www.ebiotrack.com/inspection.php?iid=26082 Tollos Cirrus 450 SN: CL10422 Tollos Cirrus 450 SN: CL10423 Tollos Cirrus 450 SN: CL10426 Tollos Cirrus 450 SN: CL10430

Timeline

📞
Case Linked Mar 5, 5:44 PM
Case Number: 00471384
Subject: Ready to release status.
Status: Closed
📋
Work Order Created Mar 6, 1:06 PM
Work Order: WO-01254033
Type: Preventive Maintenance
Priority: PSM
Status: Ready for Release by Stephanie Ramen Mar 6, 6:17 PM
From: Entered
To: Ready for Release
Duration in Previous: 5h 10m
🚨 41.7 business days
📅
Status: Ready for Scheduling by Stephanie Ramen May 2, 3:49 PM
From: Ready for Release
To: Ready for Scheduling
Duration in Previous: 56d 20h
3.0 business days
👷
2 Status: Assigned May 6, 11:12 AM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Mozammel Sajib
Technician: Erwin Forster
🚨 26.0 business days
📅
2 Dispatch Scheduled Jun 11, 2:30 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 36d 3h
🚨 15.0 business days
⏸️
Status: On Hold by Kourtney Smith Jul 2, 11:44 AM
From: Scheduled
To: On Hold
Duration in Previous: 20d 21h
🚨 40.0 business days
📅
Status: Ready for Scheduling by Dylan Nakoff Aug 27, 10:56 AM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 55d 23h
🚨 18.0 business days
👷
3 Status: Assigned Sep 22, 11:55 AM
Status: Assigned → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: Erwin Forster
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-09-25T18:00:00.000+0000
4.0 business days
🚗
2 Status: Tech Off Site Sep 25, 2:08 PM
Status: Tech Off Site → Status: Reschedule
🔄
Status: Reschedule by Erwin Forster
From: Tech Off Site
To: Reschedule
Duration in Previous: 4m
⏱️
6x Labor Added Sep 25, 6:40 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 0.33333333333333, 0.5, 1.8333333333333, 14, 72
4.7 business days
⏸️
Status: On Hold by Kourtney Smith Oct 1, 8:46 AM
From: Reschedule
To: On Hold
Duration in Previous: 5d 18h
🔄
Status: Reschedule by Kourtney Smith Oct 1, 3:06 PM
From: On Hold
To: Reschedule
Duration in Previous: 6h 20m
✔️
Status: Completed by Shawn Rogers Oct 2, 8:20 AM
From: Reschedule, Completed
To: Completed, Closed
Duration in Previous: 17h 14m, 0m
3.0 business days
💵
Status: Billing Review by Diane Patton Oct 6, 1:49 PM
From: Closed
To: Billing Review
Duration in Previous: 4d 5h
4.0 business days
🏁
Status: Closed by Dylan Nakoff Oct 9, 8:25 AM
From: Billing Review
To: Closed
Duration in Previous: 2d 18h
📄
Status: Ready to Bill by Diane Patton Oct 9, 9:09 AM
From: Closed
To: Ready to Bill
Duration in Previous: 44m
2.0 business days
📨
2 Status: Invoice Pending Oct 10, 5:54 PM
Status: Invoice Pending → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 2m
0.8 business days
🧾
Invoice Created Oct 13, 12:18 PM
Invoice Number: SM-243427

Bottlenecks

Entered
Duration: 5.2 business hours (threshold: 4.0 business hours)
Exceeded by 1.2 business hours
Ready for Scheduling
Duration: 2.5 business days (threshold: 1.0 business days)
Exceeded by 1.5 business days
Assigned
Duration: 26.0 business days (threshold: 4.0 business hours)
Exceeded by 25.5 business days
Scheduled
Duration: 14.7 business days (threshold: 2.0 business days)
Exceeded by 12.7 business days
Ready for Scheduling
Duration: 18.0 business days (threshold: 1.0 business days)
Exceeded by 17.0 business days
Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Reschedule
Duration: 4.7 business days (threshold: 2.0 business days)
Exceeded by 2.7 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Billing Review
Duration: 3.8 business days (threshold: 2.0 business days)
Exceeded by 1.8 business days
Ready to Bill
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00471384
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Erwin Forster
Scheduled
N/A
Created
Mar 6, 1:06 PM
Invoice #
SM-243427

Work Details (6)

Name Type Status Qty Amount Date
WL-02949737 Labor Open 0.33333333333333 $0.00 Sep 25, 6:40 PM
WL-02949738 Labor Open 0.5 $74.50 Sep 25, 6:40 PM
WL-02949739 Labor Open 1.8333333333333 $0.00 Sep 25, 6:40 PM
WL-02949740 Travel Open 14 - Sep 25, 6:40 PM
WL-02949741 Travel Open 72 - Sep 25, 6:40 PM
WL-02949742 Expenses Open 1 $0.00 Sep 25, 6:40 PM

Details