Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01256090 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 EVERSOURCE — ONE NSTAR WAY, WESTWOOD MA, 02090

Mar 14, 2025 → Oct 14, 2025

✅ Completed
PSM
SLA Clock
Last business day of March 2025 · Target: Mar 31, 2025
✗ SLA Missed (130 biz days late)
Active: 142 biz days
Paused: 5 biz days
🕐 Clock stopped: Completed (Oct 14, 2025)
48d
▶ Clock Running
Status: Created
Mar 14 → May 21, 2025
48 business days (counted)
Running total: 48 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
May 21 → May 22, 2025
1 business day (counted)
Running total: 49 of ? biz days used
▶ Clock Running
Status: Assigned
May 22 → May 22, 2025
0 business days (counted)
Running total: 49 of ? biz days used
15d
▶ Clock Running
Status: Scheduled
May 22 → Jun 13, 2025
15 business days (counted)
Running total: 64 of ? biz days used
▶ Clock Running
Status: Reschedule
Jun 13 → Jun 13, 2025
0 business days (counted)
Running total: 64 of ? biz days used
▶ Clock Running
Status: Entered
Jun 13 → Jun 13, 2025
0 business days (counted)
Running total: 64 of ? biz days used
27d
▶ Clock Running
Status: On Hold
Jun 13 → Jul 24, 2025
27 business days (counted)
Running total: 91 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jul 24 → Jul 25, 2025
1 business day (counted)
Running total: 92 of ? biz days used
▶ Clock Running
Status: Assigned
Jul 25 → Jul 30, 2025
3 business days (counted)
Running total: 95 of ? biz days used
▶ Clock Running
Status: On Hold
Jul 30 → Aug 8, 2025
7 business days (counted)
Running total: 102 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Aug 8 → Aug 8, 2025
0 business days (counted)
Running total: 102 of ? biz days used
⏸ Clock Paused
Status: Ready for Release
Aug 8 → Aug 15, 2025
5 business days (not counted)
19d
▶ Clock Running
Status: On Hold
Aug 15 → Sep 12, 2025
19 business days (counted)
Running total: 121 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 12 → Sep 12, 2025
0 business days (counted)
Running total: 121 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 12 → Sep 16, 2025
2 business days (counted)
Running total: 123 of ? biz days used
16d
▶ Clock Running
Status: On Hold
Sep 16 → Oct 8, 2025
16 business days (counted)
Running total: 139 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 8 → Oct 8, 2025
0 business days (counted)
Running total: 139 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 8 → Oct 10, 2025
2 business days (counted)
Running total: 141 of ? biz days used
▶ Clock Running
Status: Scheduled
Oct 10 → Oct 14, 2025
1 business day (counted)
Running total: 142 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 14 → Oct 14, 2025
0 business days (counted)
Running total: 142 of ? biz days used
Created: Mar 14, 2025 Completed: Oct 14, 2025
Show SLA Clock Detail (20 periods)
Period Status Clock Biz Days Running Total
Mar 14 → May 21 Created ▶ Running 48 48
May 21 → May 22 Ready for Scheduling ▶ Running 1 49
May 22 → May 22 Assigned ▶ Running 0 49
May 22 → Jun 13 Scheduled ▶ Running 15 64
Jun 13 → Jun 13 Reschedule ▶ Running 0 64
Jun 13 → Jun 13 Entered ▶ Running 0 64
Jun 13 → Jul 24 On Hold ▶ Running 27 91
Jul 24 → Jul 25 Ready for Scheduling ▶ Running 1 92
Jul 25 → Jul 30 Assigned ▶ Running 3 95
Jul 30 → Aug 8 On Hold ▶ Running 7 102
Aug 8 → Aug 8 Ready for Scheduling ▶ Running 0 102
Aug 8 → Aug 15 Ready for Release ⏸ Paused 5
Aug 15 → Sep 12 On Hold ▶ Running 19 121
Sep 12 → Sep 12 Ready for Scheduling ▶ Running 0 121
Sep 12 → Sep 16 Assigned ▶ Running 2 123
Sep 16 → Oct 8 On Hold ▶ Running 16 139
Oct 8 → Oct 8 Ready for Scheduling ▶ Running 0 139
Oct 8 → Oct 10 Assigned ▶ Running 2 141
Oct 10 → Oct 14 Scheduled ▶ Running 1 142
Oct 14 → Oct 14 Tech On Site ▶ Running 0 142
Holding 126.4d (excluded)
Coordinators 31.3d
Field Work 0.1d
Billing 3.1d
✗ SLA Missed
Holding (excluded from total)
126.4 days
Coordinators
31.3 days
Over SLA
Field Work
0.1 days
Billing
3.1 days
Over SLA
Created: Mar 14, 2025 Due: Jun 30, 2025 Completed: Oct 14, 2025 (105 days late)
📅
147.7 days Total Age
⏱️
48.7d in Ready for Release Longest Stage
🔄
23 transitions Status Changes
⚠️
24.8d 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 significant delays
Invoiced • 355 days old
🚨
Primary Delay 48.7 days stuck in "Ready for Release"
⏱️
Total Delay 24.8 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Ready for Release
54.6d
Ready for Scheduling
3.1d / 1.0d SLA
Assigned
10.0d / 0.5d SLA
Scheduled
17.8d / 2.0d SLA
Reschedule
0.4d / 2.0d SLA
On Hold
71.8d
Tech On Site
0.1d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
0.6d / 1.0d SLA
Ready to Bill
2.6d / 1.0d SLA
Invoice Pending
0.4d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
10/10 KSmith -- Scheduled for 10/14 with Ana. The technician should go into the East Lobby and ask the guard to call Dianne Hietsch (781)441-3797 and she will come out to bring him to the machine.

10/9 KSmith -- Ana is checking to see if someone will be in the office that date to let the FSE in, as she will not be there that date.

10/8 KSmith -- Sent email to schedule for 10/14

10/08/2025 ABelyea - updated POC to Ana Matthews. She responded to TMS email so is a verified POC

9/16 KSmith -- Spoke with Janice and she has retired and is no longer the POC. Placing on hold/escalating for a new POC

9/15 KSmith -- Left VM to schedule for Friday. Sending email as well.

09/12/2025 ABelyea - POC updated per TMS

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-emailed  ann.caruso@eversource.com to confirm equipment confirmation.


08/15/2025 LHill LM at 781-441-8899   to confirm equipment & contact.   

 

8/14/2025 LHill emailed Ann at  ann.caruso@eversource.com for contact and equipment information.


08/14/2025 LHill-LM at 781-441-8899 for Ann Caruso to confirm equipment & contact.   

 

8/13/2025 LHill emailed Ann at  ann.caruso@eversource.com for contact and equipment information.


08/13/2025 LHill rec'd call from Michele White at 860-665-2414. She advised that she is not the person I need to be speaking with. Need to contact Ann Caruso at 781-441-8899. She is out of the office today. ann.caruso@eversource.com


08/13/2025 LHill-LM at 860-665-2414 for Michele White to confirm equipment & contact.  


08/11/2025 LHill-emailed Michele White at michelle.white@eversource.comto contact and equipment confirmation.


08/11/2025 LHill-LM at 860-665-2414 for Michele White to confirm equipment & contact.  


8/8/25 RCook- Placing WO into RFR for LHill to confirm contact and equipment information before scheduling.


08/08/2025 ABelyea - see updated POC

7/30 KSmith -- Placing on hold due to no response from POC

7/30 KSmith -- Left VM to schedule PM. Sending email as well to schedule for 8/11

7/29 KSmith -- Call was picked up but could not get anyone to respond. Sending email to schedule

7/28 KSmith -- Sent email to schedule for 8/6

07/24/2025 ABelyea - please see updated contact info

6/13/25 RCook-Called 781-441-8315 to schedule. Automated system states: Non working number at Eversource. Call was being transferred to the operator but never transferred. Placed WO on hold and escalated to account manager.


6/13/25 RCook- Found WO does not have confirmation email or call logged. Placing in reschedule to reroute and confirm with customer.

🔧 Work Performed
Completed annual pm per work instructions WI-KGFSF001. UNIT IS LOSING AIR RAPIDLY. UNIT HAS A 90550 POD. BUT A NEW L ASSEMBLY LC300 SHOULD FIT ONTO KIOSK. SEE ATTACHED PHOTOS. 9/16 KSmith -- Spoke with Janice and she has retired and is no longer the POC. Placing on hold/escalating for a new POC 9/15 KSmith -- Left VM to schedule for Friday. Sending email as well. 08/14/2025 LHill-LM at 781-441-8899 for Ann Caruso to confirm equipment & contact. 8/13/2025 LHill emailed Ann at ann.caruso@eversource.com for contact and equipment information. 08/13/2025 LHill rec'd call from Michele White at 860-665-2414. She advised that she is not the person I need to be speaking with. Need to contact Ann Caruso at 781-441-8899. She is out of the office today. ann.caruso@eversource.com 08/13/2025 LHill-LM at 860-665-2414 for Michele White to confirm equipment & contact. 7/30 KSmith -- Left VM to schedule PM. Sending email as well to schedule for 8/11 7/29 KSmith -- Call was picked up but could not get anyone to respond. Sending email to schedule 7/28 KSmith -- Sent email to schedule for 8/6 07/24/2025 ABelyea - please see updated contact info 6/13/25 RCook-Called 781-441-8315 to schedule. Automated system states: Non working number at Eversource. Call was being transferred to the operator but never transferred. Placed WO on hold and escalated to account manager.
🔍 Technician Findings
Counter# 118,278. Completed annual pm per work instructions WI-KGFSF001. UNIT IS LOSING AIR RAPIDLY. UNIT HAS A 90550 POD. BUT A NEW L ASSEMBLY LC300 SHOULD FIT ONTO KIOSK. SEE ATTACHED PHOTOS.
⚠️ Problem Description
Please Perform the PM for this Kiosk based on the product listed in the work order: 90550, LC300, LC500. ***IMPORTANT CHANGE**** Please Log/notate in the technician findings the number of times the kiosk was used and double check the SN. If the SN is different than in the work order please also notate the correct SN. Regardless if the SN matches continue to perform the PM service. If location is a non-retail location a call ahead to schedule is required PM Checklist Tips: If Checklist is not populating, make sure the order type contains 'PM' and the product must contain an 90550, LC300 or LC500. Update the order status to 'tech onsite' and the workflow will look for the parameters in which a PM checklist is required and will auto attach. Common missed step: After you Finalize the checklist you must select 'Print checklist' for the checklist to attach to the work order for the billing reviewer to review.
📄 Description
90550,BP MONITOR, NO AD DISPLAY

Timeline

📋
Work Order Created Mar 14, 2:35 PM
Work Order: WO-01256090
Type: Preventive Maintenance
Priority: PSM
🚨 49.0 business days
📅
Status: Ready for Scheduling by Stephanie Ramen May 21, 4:10 PM
From: Ready for Release
To: Ready for Scheduling
Duration in Previous: 68d 1h
👷
4 Status: Assigned May 22, 1:41 PM
Status: Assigned → Technician Assigned → Dispatch Scheduled → Status: Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: Luis Torres
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-06-20T17:30:00.000+0000
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 1m
🚨 16.0 business days
🔄
Status: Reschedule by Rhea Berry Jun 13, 1:23 PM
From: Scheduled
To: Reschedule
Duration in Previous: 21d 23h
🆕
Status: Entered by Rhea Berry Jun 13, 4:40 PM
From: Reschedule, Entered
To: Entered, On Hold
Duration in Previous: 3h 16m, 0m
🚨 27.9 business days
📅
Status: Ready for Scheduling by Allison Belyea Jul 24, 4:26 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 40d 23h
👷
2 Technician Assigned Jul 25, 8:18 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 15h 51m
4.0 business days
⏸️
Status: On Hold by Kourtney Smith Jul 30, 4:54 PM
From: Assigned
To: On Hold
Duration in Previous: 5d 8h
⚠️ 7.9 business days
📅
Status: Ready for Scheduling by Allison Belyea Aug 8, 12:50 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 8d 19h
Status: Ready for Release by Rhea Berry Aug 8, 12:56 PM
From: Ready for Scheduling
To: Ready for Release
Duration in Previous: 5m
⚠️ 6.0 business days
⏸️
Status: On Hold by Laura Hill Aug 15, 9:35 AM
From: Ready for Release
To: On Hold
Duration in Previous: 6d 20h
🚨 20.0 business days
📅
Status: Ready for Scheduling by Allison Belyea Sep 12, 10:49 AM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 28d 1h
👷
2 Technician Assigned Sep 12, 11:21 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 31m
3.0 business days
⏸️
Status: On Hold by Kourtney Smith Sep 16, 9:34 AM
From: Assigned
To: On Hold
Duration in Previous: 3d 22h
🚨 17.0 business days
📅
Status: Ready for Scheduling by Allison Belyea Oct 8, 11:03 AM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 22d 1h
👷
2 Technician Assigned Oct 8, 12:14 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1h 11m
3.0 business days
👷
3 Technician Assigned Oct 10, 8:17 AM
Technician Assigned → Status: Scheduled → Dispatch Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 1d 20h
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-10-14T13:00:00.000+0000
2.0 business days
🔧
Status: Tech On Site by Mohamed Shareed Oct 14, 9:18 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 4d 1h
🚗
2 4x Travel Added Oct 14, 10:21 AM
4x Travel Added → Status: Completed
✔️
Status: Completed by Mohamed Shareed
From: Tech On Site
To: Completed
Duration in Previous: 1h 6m
🏁
Status: Closed by Mohamed Shareed Oct 14, 10:29 AM
From: Completed
To: Closed
Duration in Previous: 3m
📄
Status: Ready to Bill by Hannah Shaw Oct 14, 3:08 PM
From: Closed
To: Ready to Bill
Duration in Previous: 4h 38m
3.0 business days
📨
Status: Invoice Pending by Hannah Shaw Oct 16, 10:18 AM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 1d 19h
💰
Status: Invoiced by Hannah Shaw Oct 16, 1:52 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 3h 34m
3.0 business days
🧾
Invoice Created Oct 20, 8:06 AM
Invoice Number: SM-243663

Bottlenecks

Ready for Scheduling
Duration: 1.5 business days (threshold: 1.0 business days)
Exceeded by 3.8 business hours
Scheduled
Duration: 15.8 business days (threshold: 2.0 business days)
Exceeded by 13.8 business days
Ready for Scheduling
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 3.6 business hours
Assigned
Duration: 4.0 business days (threshold: 4.0 business hours)
Exceeded by 3.5 business days
Assigned
Duration: 3.0 business days (threshold: 4.0 business hours)
Exceeded by 2.5 business days
Assigned
Duration: 3.0 business days (threshold: 4.0 business hours)
Exceeded by 2.5 business days
Ready to Bill
Duration: 2.6 business days (threshold: 1.0 business days)
Exceeded by 1.6 business days

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Mohamed Shareed
Scheduled
Oct 14, 9:00 AM
Created
Mar 14, 2:35 PM
Invoice #
SM-243663

Work Details (4)

Name Type Status Qty Amount Date
WL-02969633 Travel Open 34 $0.00 Oct 14, 10:21 AM
WL-02969634 Labor Open 0.5 $0.00 Oct 14, 10:21 AM
WL-02969635 Labor Open 0.75 $0.00 Oct 14, 10:21 AM
WL-02969636 Labor Open 1.5 $0.00 Oct 14, 10:21 AM

Details