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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01256136 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 Nationwide Better Health — One Nationwide Plaza, Columbus OH, 43215

Mar 14, 2025 → Sep 17, 2025

✅ Completed
PSM
SLA Clock
Last business day of March 2025 · Target: Mar 31, 2025
✗ SLA Missed (113 biz days late)
Active: 125 biz days
Paused: 4 biz days
🕐 Clock stopped: Completed (Sep 17, 2025)
105d
▶ Clock Running
Status: Created
Mar 14 → Aug 13, 2025
105 business days (counted)
Running total: 105 of ? biz days used
▶ Clock Running
Status: Assigned
Aug 13 → Aug 13, 2025
0 business days (counted)
Running total: 105 of ? biz days used
▶ Clock Running
Status: Entered
Aug 13 → Aug 13, 2025
0 business days (counted)
Running total: 105 of ? biz days used
⏸ Clock Paused
Status: Ready for Release
Aug 13 → Aug 19, 2025
4 business days (not counted)
▶ Clock Running
Status: Assigned
Aug 19 → Sep 3, 2025
10 business days (counted)
Running total: 115 of ? biz days used
▶ Clock Running
Status: Scheduled
Sep 3 → Sep 17, 2025
10 business days (counted)
Running total: 125 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 17 → Sep 17, 2025
0 business days (counted)
Running total: 125 of ? biz days used
Created: Mar 14, 2025 Completed: Sep 17, 2025
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Mar 14 → Aug 13 Created ▶ Running 105 105
Aug 13 → Aug 13 Assigned ▶ Running 0 105
Aug 13 → Aug 13 Entered ▶ Running 0 105
Aug 13 → Aug 19 Ready for Release ⏸ Paused 4 —
Aug 19 → Sep 3 Assigned ▶ Running 10 115
Sep 3 → Sep 17 Scheduled ▶ Running 10 125
Sep 17 → Sep 17 Tech On Site ▶ Running 0 125
Holding 110.6d (excluded)
Coordinators 21.6d
Field Work 0.3d
Billing 0.9d
✗ SLA Missed
Holding (excluded from total)
110.6 days
Coordinators
21.6 days
Over SLA
Field Work
0.3 days
Billing
0.9 days
Created: Mar 14, 2025 Due: Nov 30, 2025 Completed: Sep 17, 2025 (74 days early)
📅
129.7 days Total Age
⏱️
105.7d in Ready for Release Longest Stage
🔄
9 transitions Status Changes
⚠️
19.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Completed with significant delays
Invoiced • 355 days old
🚨
Primary Delay 105.7 days stuck in "Ready for Release"
⏱️
Total Delay 19.8 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Ready for Release
110.6d
Assigned
10.6d / 0.5d SLA
Scheduled
11.0d / 2.0d SLA
Tech On Site
0.3d / 1.0d SLA
Closed
1.7d / 1.0d SLA
Ready to Bill
0.8d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

CONFIRMED schedule w/WO-01256135


9/3/25 RCook- Spoke with Jess Heidorn, scheduled for 9/17/25. Arrival time between 11AM-1PM. Technician will head to WO-01256135 right after WO-01256136


9/3/25 RCook- LM with Jess Heidorn to schedule for 9/17/25 with an arrival time between 11AM-1PM. See logged call on WO-01256136. Placeholders set. 


08/27/2025 LHill-spoke with Jess Heidorn at 614-249-0005. She confirmed contact and equipment

Unit is onsite: yes

Scheduling ahead needed: Yes

Certain day or time:  M-T 9:00 am – 3:00 pm

Confirmed contact information is correct: Yes

Unit is in a public area.  


08/27/2025 LHill- LM at 614-249-0005 for Jess Heidorn to confirm equipment & contact.  


08/26/2025 LHill- LM at 614-249-0005 for Jess Heidorn to confirm equipment & contact.  


08/26/2025 LHill-spoke with Jessica Capone at 614-249-6873 for to confirm equipment & contact. She is not the person to contact. Please contact Jess Heidorn at 614-249-0005. See logged call on WO-01256135.


08/26/2025 LHill-Didn't find any additional contacts on previous WOs.


08/26/2025 LHill- LM at (614) 677-8239 for Patty Morrison confirm equipment & contact.


08/26/2025 LHill- LM at 614-249-6873 for Jessica Capone to confirm equipment & contact.  


8/13/25 RCook- LM with Jessica Capone to discuss scheduling. See logged call on WO-01256136

🔧 Work Performed
hour wait time at security. Contact could not be reached and had to reach out to someone else to come let me in. Performed pm
🔍 Technician Findings
Pm needed
⚠️ 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
Model 300 with Backboard

Timeline

📋
Work Order Created Mar 14, 2:35 PM
Work Order: WO-01256136
Type: Preventive Maintenance
Priority: PSM
🚨 106.0 business days
👷
▶
2 Status: Assigned Aug 13, 12:31 PM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Rhea Berry
Technician: Jordan Moceri
🆕
Status: Entered by Rhea Berry Aug 13, 12:41 PM
From: Assigned, Entered
To: Entered, Ready for Release
Duration in Previous: 10m
⚠️ 5.0 business days
👷
▶
2 Technician Assigned Aug 19, 3:07 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Charles Ramen
From: Ready for Release
To: Assigned
Duration in Previous: 6d 2h
🚨 11.0 business days
🗓️
▶
2 Status: Scheduled Sep 3, 11:57 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2025-09-17T15:45:00.000+0000
🚨 11.0 business days
🔧
Status: Tech On Site by Jordan Moceri Sep 17, 11:39 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 13d 23h
⏱️
4x Labor Added Sep 17, 1:32 PM
Type: Labor, Travel
Status: Open
Qty: 1.4833333333333, 1.1833333333333, 0.83333333333333, 49
💵
▶
2 Expenses Added Sep 17, 2:24 PM
Expenses Added → Status: Completed
✔️
Status: Completed by Jordan Moceri
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 2h 45m, 0m
📄
Status: Ready to Bill by Timothy Amburgey Sep 18, 9:25 AM
From: Closed
To: Ready to Bill
Duration in Previous: 19h 0m
📨
▶
2 Status: Invoice Pending Sep 18, 4:12 PM
Status: Invoice Pending → Status: Invoiced
💰
Status: Invoiced by Hannah Shaw
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
⏳ 2.0 business days
🧾
Invoice Created Sep 21, 10:51 PM
Invoice Number: SM-241350

Bottlenecks

Assigned
Duration: 10.6 business days (threshold: 4.0 business hours)
Exceeded by 10.1 business days
Scheduled
Duration: 11.0 business days (threshold: 2.0 business days)
Exceeded by 9.0 business days
Closed
Duration: 1.7 business days (threshold: 1.0 business days)
Exceeded by 5.6 business hours

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Jordan Moceri
Scheduled
Sep 17, 11:45 AM
Created
Mar 14, 2:35 PM
Invoice #
SM-241350

Work Details (5)

Name Type Status Qty Amount Date
WL-02938820 Labor Open 1.4833333333333 $0.00 Sep 17, 1:32 PM
WL-02938821 Labor Open 1.1833333333333 $0.00 Sep 17, 1:32 PM
WL-02938822 Labor Open 0.83333333333333 $0.00 Sep 17, 1:32 PM
WL-02938823 Travel Open 49 $0.00 Sep 17, 1:32 PM
WL-02938895 Expenses Open 1 $0.00 Sep 17, 2:24 PM

Details