Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01256123 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 UPS Chicago — 1400 S Jefferson St, Chicago IL, 60607

Mar 14, 2025 → Sep 26, 2025

✅ Completed
PSM
SLA Clock
Last business day of March 2025 · Target: Mar 31, 2025
✗ SLA Missed (89 biz days late)
Active: 101 biz days
Paused: 35 biz days
🕐 Clock stopped: Completed (Sep 26, 2025)
39d
▶ Clock Running
Status: Created
Mar 14 → May 8, 2025
39 business days (counted)
Running total: 39 of ? biz days used
31d
▶ Clock Running
Status: Assigned
May 8 → Jun 24, 2025
31 business days (counted)
Running total: 70 of ? biz days used
▶ Clock Running
Status: Entered
Jun 24 → Jun 24, 2025
0 business days (counted)
Running total: 70 of ? biz days used
⏸ Clock Paused
Status: Ready for Release
Jun 24 → Jun 25, 2025
1 business day (not counted)
▶ Clock Running
Status: Assigned
Jun 25 → Jun 25, 2025
0 business days (counted)
Running total: 70 of ? biz days used
▶ Clock Running
Status: Entered
Jun 25 → Jun 25, 2025
0 business days (counted)
Running total: 70 of ? biz days used
20d
▶ Clock Running
Status: On Hold
Jun 25 → Jul 24, 2025
20 business days (counted)
Running total: 90 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jul 24 → Jul 30, 2025
4 business days (counted)
Running total: 94 of ? biz days used
▶ Clock Running
Status: Assigned
Jul 30 → Jul 30, 2025
0 business days (counted)
Running total: 94 of ? biz days used
▶ Clock Running
Status: Scheduled
Jul 30 → Jul 31, 2025
1 business day (counted)
Running total: 95 of ? biz days used
▶ Clock Running
Status: Reschedule
Jul 31 → Jul 31, 2025
0 business days (counted)
Running total: 95 of ? biz days used
▶ Clock Running
Status: Entered
Jul 31 → Jul 31, 2025
0 business days (counted)
Running total: 95 of ? biz days used
⏸34d
⏸ Clock Paused
Status: Ready for Release
Jul 31 → Sep 18, 2025
34 business days (not counted)
▶ Clock Running
Status: Assigned
Sep 18 → Sep 18, 2025
0 business days (counted)
Running total: 95 of ? biz days used
▶ Clock Running
Status: Scheduled
Sep 18 → Sep 26, 2025
6 business days (counted)
Running total: 101 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 26 → Sep 26, 2025
0 business days (counted)
Running total: 101 of ? biz days used
Created: Mar 14, 2025 Completed: Sep 26, 2025
Show SLA Clock Detail (16 periods)
Period Status Clock Biz Days Running Total
Mar 14 → May 8 Created ▶ Running 39 39
May 8 → Jun 24 Assigned ▶ Running 31 70
Jun 24 → Jun 24 Entered ▶ Running 0 70
Jun 24 → Jun 25 Ready for Release ⏸ Paused 1 —
Jun 25 → Jun 25 Assigned ▶ Running 0 70
Jun 25 → Jun 25 Entered ▶ Running 0 70
Jun 25 → Jul 24 On Hold ▶ Running 20 90
Jul 24 → Jul 30 Ready for Scheduling ▶ Running 4 94
Jul 30 → Jul 30 Assigned ▶ Running 0 94
Jul 30 → Jul 31 Scheduled ▶ Running 1 95
Jul 31 → Jul 31 Reschedule ▶ Running 0 95
Jul 31 → Jul 31 Entered ▶ Running 0 95
Jul 31 → Sep 18 Ready for Release ⏸ Paused 34 —
Sep 18 → Sep 18 Assigned ▶ Running 0 95
Sep 18 → Sep 26 Scheduled ▶ Running 6 101
Sep 26 → Sep 26 Tech On Site ▶ Running 0 101
Holding 96.2d (excluded)
Coordinators 45.5d
Field Work 0.1d
Billing 0.0d
✗ SLA Missed
Holding (excluded from total)
96.2 days
Coordinators
45.5 days
Over SLA
Field Work
0.1 days
Billing
0.0 days
Created: Mar 14, 2025 Due: Oct 31, 2025 Completed: Sep 26, 2025 (35 days early)
📅
136.7 days Total Age
⏱️
39.7d in Ready for Release Longest Stage
🔄
14 transitions Status Changes
⚠️
40.3d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...
Completed with significant delays
Invoiced • 355 days old
🚨
Primary Delay 39.7 days stuck in "Ready for Release"
⏱️
Total Delay 40.3 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Ready for Release
75.7d
Assigned
32.3d / 0.5d SLA
On Hold
20.6d
Ready for Scheduling
4.4d / 1.0d SLA
Scheduled
8.6d / 2.0d SLA
Reschedule
0.1d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

7/31/2025 CRamen per MHuffman I am requesting WO-01256123 - Preventive Maintenance - 90550-15 - Chicago - UPS Chicago

Be moved to a future date.

I just restored service on WO-01294614 for an M9D Sterilizer.

If I need to run this PM today, call me at 810-278-3781.


07/24/2025 ABelyea - per TMS this is a retail UPS location, appt not needed during business hours

6/25/25 RCook- Spoke with Nick Jemo, states that he is not the contact for this location. Escalated WO to account manager for assistance with contact. 


6/24/25 RCook- Placing WO back in RFR. WO not due until 10/31/25


5/8/25 RCook- LM with Nick Jemo to schedule for 5/15/25. Arrival time between 9-11AM. 

🔧 Work Performed
9/26/2025 Mike Huffman. Completed the PM, field service report and obtained signature from Security Guard Maria T. 6/25/25 RCook- Spoke with Nick Jemo, states that he is not the contact for this location. Escalated WO to account manager for assistance with contact. 5/8/25 RCook- LM with Nick Jemo to schedule for 5/15/25. Arrival time between 9-11AM.
🔍 Technician Findings
Counter# N/A Kiosk does not show signs of customer damage. Kiosk is fully operational. Yes Was the kiosk unplugged on arrival? No
⚠️ 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,AD DISP,NO LIGHT

Timeline

📋
Work Order Created Mar 14, 2:35 PM
Work Order: WO-01256123
Type: Preventive Maintenance
Priority: PSM
🚨 40.0 business days
👷
▶
2 Technician Assigned May 8, 2:11 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Release
To: Assigned
Duration in Previous: 54d 23h
🚨 32.0 business days
🆕
Status: Entered by Rhea Berry Jun 24, 2:21 PM
From: Assigned, Entered
To: Entered, Ready for Release
Duration in Previous: 47d 0h, 0m
👷
▶
2 Technician Assigned Jun 25, 10:51 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Release
To: Assigned
Duration in Previous: 20h 30m
🆕
Status: Entered by Rhea Berry Jun 25, 3:27 PM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 4h 35m, 0m
🚨 21.0 business days
📅
Status: Ready for Scheduling by Allison Belyea Jul 24, 4:51 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 29d 1h
⏳ 4.9 business days
👷
▶
4 Status: Assigned Jul 30, 9:31 AM
Status: Assigned → Technician Assigned → Dispatch Scheduled → Dispatch Scheduled
👷
Technician Assigned by Charles Ramen
Technician: Mike Huffman
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2025-07-31T13:00:00.000+0000
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2025-07-31T15:00:00.000+0000
⏳ 2.0 business days
📅
Dispatch Scheduled by Charles Ramen Jul 31, 9:49 AM
Scheduled For: 2025-07-31T17:30:00.000+0000
🔄
Status: Reschedule by Charles Ramen Jul 31, 4:28 PM
From: Scheduled
To: Reschedule
Duration in Previous: 1d 6h
🆕
Status: Entered by Stephanie Ramen Jul 31, 5:39 PM
From: Reschedule, Entered
To: Entered, Ready for Release
Duration in Previous: 1h 10m
🚨 34.8 business days
👷
▶
2 Technician Assigned Sep 18, 2:41 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Release
To: Assigned
Duration in Previous: 48d 21h
🗓️
▶
2 Status: Scheduled Sep 18, 2:58 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2025-09-26T14:15:00.000+0000
⚠️ 7.0 business days
🔧
Status: Tech On Site by MICHAEL HUFFMAN Sep 26, 9:09 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 18h
⏱️
▶
2 3x Labor Added Sep 26, 9:41 AM
3x Labor Added → Status: Completed
✔️
Status: Completed by MICHAEL HUFFMAN
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 35m, 0m
⏳ 2.0 business days
📄
Status: Ready to Bill by Hannah Shaw Sep 29, 11:59 AM
From: Closed
To: Ready to Bill
Duration in Previous: 3d 2h
📨
Status: Invoice Pending by Hannah Shaw Sep 29, 12:05 PM
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 6m, 0m
⏳ 2.0 business days
🧾
Invoice Created Sep 30, 9:30 PM
Invoice Number: SM-242295

Bottlenecks

Assigned
Duration: 31.7 business days (threshold: 4.0 business hours)
Exceeded by 31.2 business days
Assigned
Duration: 4.6 business hours (threshold: 4.0 business hours)
Exceeded by 0.6 business hours
Ready for Scheduling
Duration: 4.4 business days (threshold: 1.0 business days)
Exceeded by 3.4 business days
Scheduled
Duration: 6.6 business days (threshold: 2.0 business days)
Exceeded by 4.6 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Mike Huffman
Scheduled
Sep 26, 10:15 AM
Created
Mar 14, 2:35 PM
Invoice #
SM-242295

Work Details (3)

Name Type Status Qty Amount Date
WL-02950494 Labor Open 1.5 $0.00 Sep 26, 9:41 AM
WL-02950495 Labor Open 0.5 $0.00 Sep 26, 9:41 AM
WL-02950496 Travel Open 27 $0.00 Sep 26, 9:41 AM

Details