Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01254040 ↗ ServiceMax

Western NY Department of Developmental Disabilities • Preventive Maintenance • PSM

📍 Silver Creek Community Home Hanover Rd — 11768 Hanover Rd, Silver Creek NY, 14136

Mar 6, 2025 → Nov 24, 2025

✅ Completed
PSM
SLA Clock
Last business day of March 2025 · Target: Mar 31, 2025
✗ SLA Missed (122 biz days late)
Active: 140 biz days
Paused: 41 biz days
🕐 Clock stopped: Completed (Nov 24, 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 9, 2025
5 business days (counted)
Running total: 5 of ? biz days used
21d
▶ Clock Running
Status: Assigned
May 9 → Jun 10, 2025
21 business days (counted)
Running total: 26 of ? biz days used
▶ Clock Running
Status: Scheduled
Jun 10 → Jun 30, 2025
13 business days (counted)
Running total: 39 of ? biz days used
▶ Clock Running
Status: Entered
Jun 30 → Jun 30, 2025
0 business days (counted)
Running total: 39 of ? biz days used
41d
▶ Clock Running
Status: On Hold
Jun 30 → Aug 27, 2025
41 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
28d
▶ Clock Running
Status: Scheduled
Sep 22 → Oct 31, 2025
28 business days (counted)
Running total: 125 of ? biz days used
▶ Clock Running
Status: Reschedule
Oct 31 → Oct 31, 2025
0 business days (counted)
Running total: 125 of ? biz days used
14d
▶ Clock Running
Status: Scheduled
Oct 31 → Nov 21, 2025
14 business days (counted)
Running total: 139 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 21 → Nov 21, 2025
0 business days (counted)
Running total: 139 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Nov 21 → Nov 21, 2025
0 business days (counted)
Running total: 139 of ? biz days used
▶ Clock Running
Status: Reschedule
Nov 21 → Nov 24, 2025
1 business day (counted)
Running total: 140 of ? biz days used
Created: Mar 6, 2025 Completed: Nov 24, 2025
Show SLA Clock Detail (15 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 9 Ready for Scheduling ▶ Running 5 5
May 9 → Jun 10 Assigned ▶ Running 21 26
Jun 10 → Jun 30 Scheduled ▶ Running 13 39
Jun 30 → Jun 30 Entered ▶ Running 0 39
Jun 30 → Aug 27 On Hold ▶ Running 41 80
Aug 27 → Sep 22 Ready for Scheduling ▶ Running 17 97
Sep 22 → Sep 22 Assigned ▶ Running 0 97
Sep 22 → Oct 31 Scheduled ▶ Running 28 125
Oct 31 → Oct 31 Reschedule ▶ Running 0 125
Oct 31 → Nov 21 Scheduled ▶ Running 14 139
Nov 21 → Nov 21 Tech On Site ▶ Running 0 139
Nov 21 → Nov 21 Tech Off Site ▶ Running 0 139
Nov 21 → Nov 24 Reschedule ▶ Running 1 140
Dispatch 0.6d
Holding 82.7d (excluded)
Coordinators 104.2d
Field Work 0.6d
Billing 1.3d
✗ SLA Missed
Dispatch
0.6 days
Over SLA
Holding (excluded from total)
82.7 days
Coordinators
104.2 days
Over SLA
Field Work
0.6 days
Billing
1.3 days
Over SLA
Created: Mar 6, 2025 Due: Sep 30, 2025 Completed: Nov 24, 2025 (54 days late)
📅
181.7 days Total Age
⏱️
41.6d in On Hold Longest Stage
🔄
17 transitions Status Changes
⚠️
95.9d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
9 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 Erwin Forster — scheduling delays attributed to technician, not coordinators
Visit 1 Oct 30, 2025
Visit 2 Nov 21, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00471390
Ready to release status.
Closed
Initial Annual Inspection Service https://www.ebiotrack.com/inspection.php?iid=26087 Handi Move SN: 110594 Handi Move SN: 110602 Handi Move SN: 192451
Priority
Standard
Origin
Email
Reason
New Case
Contact
11768 Hanover Rd House Supervisor Please call, do not email unless no answer
Owner
Scott Berry
Created
Mar 5, 2025
Work Orders from this Case (1)
WO-01254040 (current) Invoiced
Preventive Maintenance • Erwin Forster
Created: Mar 6, 2025 • Closed: Nov 24, 2025
Completed with significant delays
Invoiced • 363 days old
🚨
Primary Delay 41.6 days stuck in "On Hold"
⏱️
Total Delay 95.9 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
23.5d / 1.0d SLA
Assigned
22.0d / 0.5d SLA
Scheduled
57.5d / 2.0d SLA
On Hold
41.6d
Reschedule
1.2d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Tech Off Site
0.6d / 2.0d SLA
Closed
2.0d / 1.0d SLA
Ready to Bill
1.3d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/24 KSmith -- Dylan advised we can go ahead and close this one out since we have been onsite multiple times.

11/24 KSmith -- Chatter to Dylan to see if this one can be closed out or if we should make a third attempt to complete

11/21: Remaining lift not on charger and charger not plugged in. Staff onsite not notified to plug in.

10/31 KSmith -- Rescheduled for 11/21 with house supervisor

10/31 SRogers: Updating to reschedule - return trip needed for 3rd (and last) lift on site (was not charged and had a completely dead battery).

9/22 KSmith -- Scheduled for 10/30 with house manager

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.

6/30 KHensley called Frank to let him know that the scheduled appt has been canceled per WNY corporate. 

6/10 KSmith -- Scheduled for 7/1 with Frank

6/6 KSmith -- Phone number gives a busy signal. Emailed Jeffrey to get a good POC

7/1 - 2pm

🔧 Work Performed
10/30: Inspected 2 lifts. 1 lift (serial #NR 110594 not charged) Return visit required for 3rd lift. 11/21: Lift still not charged. Lift not on charging dock and charger not plugged in. COMPLETED PM INSPECTION ON 2 PATIENT LIFTS 11/24: SRogers: Closing WO as-is per instructions from the ASM.
🔍 Technician Findings
PM 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=26087 Handi Move SN: 110594 Handi Move SN: 110602 Handi Move SN: 192451

Timeline

📞
Case Linked Mar 5, 5:53 PM
Case Number: 00471390
Subject: Ready to release status.
Status: Closed
📋
Work Order Created Mar 6, 1:17 PM
Work Order: WO-01254040
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: 4h 59m
🚨 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
⚠️ 6.0 business days
👷
2 Status: Assigned May 9, 10:16 AM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Mozammel Sajib
Technician: Erwin Forster
🚨 22.0 business days
📅
2 Dispatch Scheduled Jun 10, 3:39 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 32d 5h
🚨 14.0 business days
🆕
Status: Entered by Kaitlyn Kelch Jun 30, 3:08 PM
From: Scheduled, Entered
To: Entered, On Hold
Duration in Previous: 19d 23h, 0m
🚨 42.0 business days
📅
Status: Ready for Scheduling by Dylan Nakoff Aug 27, 10:56 AM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 57d 19h
🚨 18.0 business days
👷
2 Technician Assigned Sep 22, 12:24 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 26d 1h
🗓️
2 Status: Scheduled Sep 22, 12:30 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-10-30T05:30:00.000+0000
🚨 20.0 business days
📅
Dispatch Scheduled by Kourtney Smith Oct 20, 9:42 AM
Scheduled For: 2025-10-30T17:30:00.000+0000
⚠️ 9.0 business days
⏱️
3x Labor Added Oct 30, 7:29 PM
Type: Labor, Travel
Status: Open
Qty: 0.083333333333333, 1.1666666666667, 4
🔄
Status: Reschedule by Shawn Rogers Oct 31, 8:32 AM
From: Scheduled
To: Reschedule
Duration in Previous: 38d 20h
🗓️
2 Status: Scheduled Oct 31, 9:18 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-21T19:00:00.000+0000
🚨 15.0 business days
🔧
Status: Tech On Site by Erwin Forster Nov 21, 1:16 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 21d 4h
🚗
Status: Tech Off Site by Erwin Forster Nov 21, 1:43 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 26m
⏱️
2 6x Labor Added Nov 21, 6:18 PM
6x Labor Added → Status: Reschedule
🔄
Status: Reschedule by Erwin Forster
From: Tech Off Site
To: Reschedule
Duration in Previous: 4h 39m
1.7 business days
✔️
Status: Completed by Shawn Rogers Nov 24, 10:15 AM
From: Reschedule, Completed
To: Completed, Closed
Duration in Previous: 2d 15h, 0m
2.0 business days
📄
Status: Ready to Bill by Diane Patton Nov 25, 4:38 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 6h
📨
2 Status: Invoice Pending Nov 26, 12:55 PM
Status: Invoice Pending → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
⚠️ 7.0 business days
🧾
Invoice Created Dec 8, 5:11 PM
Invoice Number: 247641

Bottlenecks

Entered
Duration: 5.0 business hours (threshold: 4.0 business hours)
Exceeded by 1.0 business hours
Ready for Scheduling
Duration: 5.5 business days (threshold: 1.0 business days)
Exceeded by 4.5 business days
Assigned
Duration: 22.0 business days (threshold: 4.0 business hours)
Exceeded by 21.5 business days
Scheduled
Duration: 13.5 business days (threshold: 2.0 business days)
Exceeded by 11.5 business days
Ready for Scheduling
Duration: 18.0 business days (threshold: 1.0 business days)
Exceeded by 17.0 business days
Scheduled
Duration: 28.9 business days (threshold: 2.0 business days)
Exceeded by 26.9 business days
Scheduled
Duration: 15.0 business days (threshold: 2.0 business days)
Exceeded by 13.0 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Ready to Bill
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.4 business hours

🔗 Related Artifacts

📞
Case 00471390
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Erwin Forster
Scheduled
N/A
Created
Mar 6, 1:17 PM
Invoice #
247641

Work Details (9)

Name Type Status Qty Amount Date
WL-02990591 Labor Open 0.083333333333333 $0.00 Oct 30, 7:29 PM
WL-02990592 Labor Open 1.1666666666667 $0.00 Oct 30, 7:29 PM
WL-02990593 Travel Open 4 - Oct 30, 7:29 PM
WL-03017051 Labor Open 0.25 $0.00 Nov 21, 6:18 PM
WL-03017052 Labor Open 0.58333333333333 $240.00 Nov 21, 6:18 PM
WL-03017053 Labor Open 2.4166666666667 $0.00 Nov 21, 6:18 PM
WL-03017054 Travel Open 9 - Nov 21, 6:18 PM
WL-03017055 Travel Open 110 - Nov 21, 6:18 PM
WL-03017056 Expenses Open 1 $0.00 Nov 21, 6:18 PM

Details