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WO-01256166 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 Caterpillar Health Bldg G — 14009 Old Galena Rd BLD G, Mossville IL, 61552

Mar 14, 2025 → Sep 9, 2025

✅ Completed
PSM
SLA Clock
Last business day of March 2025 · Target: Mar 31, 2025
✗ SLA Missed (106 biz days late)
Active: 118 biz days
Paused: 5 biz days
🕐 Clock stopped: Completed (Sep 9, 2025)
48d
▶ Clock Running
Status: Created
Mar 14 → May 21, 2025
48 business days (counted)
Running total: 48 of ? biz days used
15d
▶ Clock Running
Status: Ready for Scheduling
May 21 → Jun 12, 2025
15 business days (counted)
Running total: 63 of ? biz days used
12d
▶ Clock Running
Status: Assigned
Jun 12 → Jul 1, 2025
12 business days (counted)
Running total: 75 of ? biz days used
▶ Clock Running
Status: Entered
Jul 1 → Jul 1, 2025
0 business days (counted)
Running total: 75 of ? biz days used
16d
▶ Clock Running
Status: On Hold
Jul 1 → Jul 24, 2025
16 business days (counted)
Running total: 91 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jul 24 → Aug 6, 2025
9 business days (counted)
Running total: 100 of ? biz days used
⏸ Clock Paused
Status: Ready for Release
Aug 6 → Aug 13, 2025
5 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
Aug 13 → Aug 22, 2025
7 business days (counted)
Running total: 107 of ? biz days used
▶ Clock Running
Status: Assigned
Aug 22 → Aug 25, 2025
1 business day (counted)
Running total: 108 of ? biz days used
10d
▶ Clock Running
Status: Scheduled
Aug 25 → Sep 9, 2025
10 business days (counted)
Running total: 118 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 9 → Sep 9, 2025
0 business days (counted)
Running total: 118 of ? biz days used
Created: Mar 14, 2025 Completed: Sep 9, 2025
Show SLA Clock Detail (11 periods)
Period Status Clock Biz Days Running Total
Mar 14 → May 21 Created ▶ Running 48 48
May 21 → Jun 12 Ready for Scheduling ▶ Running 15 63
Jun 12 → Jul 1 Assigned ▶ Running 12 75
Jul 1 → Jul 1 Entered ▶ Running 0 75
Jul 1 → Jul 24 On Hold ▶ Running 16 91
Jul 24 → Aug 6 Ready for Scheduling ▶ Running 9 100
Aug 6 → Aug 13 Ready for Release ⏸ Paused 5
Aug 13 → Aug 22 Ready for Scheduling ▶ Running 7 107
Aug 22 → Aug 25 Assigned ▶ Running 1 108
Aug 25 → Sep 9 Scheduled ▶ Running 10 118
Sep 9 → Sep 9 Tech On Site ▶ Running 0 118
Holding 70.7d (excluded)
Coordinators 57.6d
Field Work 0.7d
Billing 0.0d
✗ SLA Missed
Holding (excluded from total)
70.7 days
Coordinators
57.6 days
Over SLA
Field Work
0.7 days
Billing
0.0 days
Created: Mar 14, 2025 Due: Jun 30, 2025 Completed: Sep 9, 2025 (70 days late)
📅
123.7 days Total Age
⏱️
48.7d in Ready for Release Longest Stage
🔄
12 transitions Status Changes
⚠️
52.0d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 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 48.7 days stuck in "Ready for Release"
⏱️
Total Delay 52.0 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Ready for Release
53.9d
Ready for Scheduling
32.2d / 1.0d SLA
Assigned
15.0d / 0.5d SLA
On Hold
16.8d
Scheduled
10.4d / 2.0d SLA
Tech On Site
0.7d / 1.0d SLA
Closed
1.5d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

field service report and obtained signature from Customer Andrea Jackson.


CONFIRMED


8/25/25 RCook- Spoke with Andrea Jackson, scheduled all 6 buildings for 9/9/25. Technician's arrival time will be between 8-10AM. Tech will need to check in with security at bldg Y-17. There will be quick safety video. If technician is in personal vehicle he will not be able to take it on the lot. If he is in an EMSAR vehicle he will just need to check in with security. If needed, Andrea's cell is 309-620-7562. See logged call on WO-01256166



8/25/25 RCook- LM with Andrea Jackson to schedule all 6 PMs for 9/9/25. Arrival time between 8-10AM. See logged call on WO-01256166


8/22/25 RCook- LM with Andrea Jackson to schedule all 6 PMs for 9/9/25. Arrival time between 8-10AM. See logged call on WO-01256166


8/22/25 RCook- Sent teams message to DCarvalho asking if it has been determined which St Louis tech is taking this WO. Per DCarlvalho, Kevin is already running a route next week up in the area and is fully booked. Not sure we'll get them to come up again. May need to put these on Alan or Mike huffman to complete. Waiting on confirmation on who to send to complete PMs. Per D Carvalho schedule for Mike Huffman for the week of 9/8/25.



8/19/25 RCook- Per DCarvalho is ASC meeting Caterpillar PMs should go to St Louis techs. States he will get with ASC for these techs to discuss.


08/13/2025 LHill-rec'd call from Andrea Jackson at 309-578-8148. She confirmed contact and equipment at 6 locations. See logged call on WO-01275290.


Unit is onsite: yes

Scheduling ahead needed: Yes. If tech comes in company vehicle, he needs to check in with Security and take a quick safety video

Certain day or time: anytime

Confirmed contact information is correct: yes

Unit is in a public area. 



08/11/2025 LHill-Called at 309-620-7562 for Andrea Jackson to confirm equipment & contact. This is her personal cell number and she is currently on vacation for her sons wedding right now and would appreciate we call her back after her vacation in a few days. See logged call on WO-01275290.


08/11/2025 LHill Called 309-578-4571 for Andrea Jackson to confirm equipment & contract. Rings a fast busy signal. Unable to leave a message. 


08/11/2025 LHill-LM at 309-578-8148 for Andrea Jackson to confirm equipment & contact.  


08/07/2025 LHill-emailed Andrea Jackson at jackson.andrea@cat.com for contact and equipment confirmation.


08/07/2025 LHill-LM at 309-578-8148 for Andrea Jackson to confirm equipment & contact. Could not log call in RC logged call manually.


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

7/1/25 RCook- Placing WO on hold due to customer contact issues.


6/30/25 RCook- Called 309-512-8148, automated message states" the person you are calling cannot be reached at this time" and disconnected. Could not leave VM. 


6/3/25 RCook- Called 309-512-8148, automated message states" the person you are calling cannot be reached at this time" and disconnected. Could not leave VM. See logged call on WO-01256166

🔧 Work Performed
9/9/2025 M. Huffman. Completed the PM, field service report and obtained signature from Customer Andrea Jackson. 6/30/25 RCook- Called 309-512-8148, automated message states" the person you are calling cannot be reached at this time" and disconnected. Could not leave VM. 6/3/25 RCook- Called 309-512-8148, automated message states" the person you are calling cannot be reached at this time" and disconnected. Could not leave VM. See logged call on WO-01256166
🔍 Technician Findings
Counter# 80,007. 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, NO AD DISPLAY

Timeline

📋
Work Order Created Mar 14, 2:35 PM
Work Order: WO-01256166
Type: Preventive Maintenance
Priority: PSM
🚨 49.0 business days
📅
Status: Ready for Scheduling by Stephanie Ramen May 21, 4:20 PM
From: Ready for Release
To: Ready for Scheduling
Duration in Previous: 68d 1h
🚨 16.0 business days
👷
2 Technician Assigned Jun 12, 8:49 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Scheduling
To: Assigned
Duration in Previous: 21d 16h
🚨 13.0 business days
🆕
Status: Entered by Rhea Berry Jul 1, 1:40 PM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 19d 4h, 0m
🚨 17.0 business days
📅
Status: Ready for Scheduling by Allison Belyea Jul 24, 4:57 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 23d 3h
⚠️ 9.9 business days
Status: Ready for Release by Rhea Berry Aug 6, 5:50 PM
From: Ready for Scheduling
To: Ready for Release
Duration in Previous: 13d 0h
⚠️ 5.8 business days
📅
Status: Ready for Scheduling by Laura Hill Aug 13, 5:12 PM
From: Ready for Release
To: Ready for Scheduling
Duration in Previous: 6d 23h
⚠️ 7.8 business days
👷
2 Technician Assigned Aug 22, 10:26 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Scheduling
To: Assigned
Duration in Previous: 8d 17h
2.0 business days
📅
2 Dispatch Scheduled Aug 25, 4:50 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Rhea Berry
From: Assigned
To: Scheduled
Duration in Previous: 3d 6h
🚨 10.9 business days
🔧
Status: Tech On Site by MICHAEL HUFFMAN Sep 9, 10:49 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 14d 17h
⏱️
3x Labor Added Sep 9, 10:58 AM
Type: Labor, Travel
Status: Open
Qty: 0.5, 2
✔️
Status: Completed by MICHAEL HUFFMAN Sep 9, 4:21 PM
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 5h 32m, 0m
📄
Status: Ready to Bill by Hannah Shaw Sep 10, 10:40 AM
From: Closed
To: Ready to Bill
Duration in Previous: 18h 17m
📨
Status: Invoice Pending by Hannah Shaw Sep 10, 11:00 AM
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 20m
4.0 business days
🧾
Invoice Created Sep 15, 11:49 AM
Invoice Number: SM-240483

Bottlenecks

Ready for Scheduling
Duration: 15.5 business days (threshold: 1.0 business days)
Exceeded by 14.5 business days
Assigned
Duration: 13.0 business days (threshold: 4.0 business hours)
Exceeded by 12.5 business days
Ready for Scheduling
Duration: 9.4 business days (threshold: 1.0 business days)
Exceeded by 8.4 business days
Ready for Scheduling
Duration: 7.3 business days (threshold: 1.0 business days)
Exceeded by 6.3 business days
Assigned
Duration: 2.0 business days (threshold: 4.0 business hours)
Exceeded by 1.5 business days
Scheduled
Duration: 10.4 business days (threshold: 2.0 business days)
Exceeded by 8.4 business days
Closed
Duration: 1.5 business days (threshold: 1.0 business days)
Exceeded by 3.6 business hours

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Mike Huffman
Scheduled
Sep 9, 10:00 AM
Created
Mar 14, 2:35 PM
Invoice #
SM-240483

Work Details (3)

Name Type Status Qty Amount Date
WL-02929572 Labor Open 0.5 $0.00 Sep 9, 10:58 AM
WL-02929573 Labor Open 0.5 $0.00 Sep 9, 10:58 AM
WL-02929574 Travel Open 2 $0.00 Sep 9, 10:58 AM

Details