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← WO Overview

WO-01256183 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 Caterpillar Health Servs B — 850 Richland, E Peoria IL, 61611

Mar 14, 2025 → Sep 10, 2025

✅ Completed
PSM
SLA Clock
Last business day of March 2025 · Target: Mar 31, 2025
✗ SLA Missed (93 biz days late)
Active: 105 biz days
Paused: 19 biz days
🕐 Clock stopped: Completed (Sep 10, 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
11d
▶ Clock Running
Status: Assigned
Jun 12 → Jun 30, 2025
11 business days (counted)
Running total: 74 of ? biz days used
▶ Clock Running
Status: Entered
Jun 30 → Jun 30, 2025
0 business days (counted)
Running total: 74 of ? biz days used
▶ Clock Running
Status: On Hold
Jun 30 → Jul 1, 2025
1 business day (counted)
Running total: 75 of ? biz days used
▶ Clock Running
Status: Assigned
Jul 1 → Jul 1, 2025
0 business days (counted)
Running total: 75 of ? biz days used
▶ Clock Running
Status: Scheduled
Jul 1 → Jul 10, 2025
6 business days (counted)
Running total: 81 of ? biz days used
▶ Clock Running
Status: Entered
Jul 10 → Jul 10, 2025
0 business days (counted)
Running total: 81 of ? biz days used
⏸18d
⏸ Clock Paused
Status: Ready for Release
Jul 10 → Aug 5, 2025
18 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
Aug 5 → Aug 8, 2025
3 business days (counted)
Running total: 84 of ? biz days used
▶ Clock Running
Status: Assigned
Aug 8 → Aug 11, 2025
1 business day (counted)
Running total: 85 of ? biz days used
▶ Clock Running
Status: Scheduled
Aug 11 → Aug 21, 2025
8 business days (counted)
Running total: 93 of ? biz days used
▶ Clock Running
Status: Reschedule
Aug 21 → Aug 21, 2025
0 business days (counted)
Running total: 93 of ? biz days used
▶ Clock Running
Status: Entered
Aug 21 → Aug 21, 2025
0 business days (counted)
Running total: 93 of ? biz days used
⏸ Clock Paused
Status: Ready for Release
Aug 21 → Aug 22, 2025
1 business day (not counted)
▶ Clock Running
Status: Assigned
Aug 22 → Aug 25, 2025
1 business day (counted)
Running total: 94 of ? biz days used
11d
▶ Clock Running
Status: Scheduled
Aug 25 → Sep 10, 2025
11 business days (counted)
Running total: 105 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 10 → Sep 10, 2025
0 business days (counted)
Running total: 105 of ? biz days used
Created: Mar 14, 2025 Completed: Sep 10, 2025
Show SLA Clock Detail (18 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 → Jun 30 Assigned ▶ Running 11 74
Jun 30 → Jun 30 Entered ▶ Running 0 74
Jun 30 → Jul 1 On Hold ▶ Running 1 75
Jul 1 → Jul 1 Assigned ▶ Running 0 75
Jul 1 → Jul 10 Scheduled ▶ Running 6 81
Jul 10 → Jul 10 Entered ▶ Running 0 81
Jul 10 → Aug 5 Ready for Release ⏸ Paused 18
Aug 5 → Aug 8 Ready for Scheduling ▶ Running 3 84
Aug 8 → Aug 11 Assigned ▶ Running 1 85
Aug 11 → Aug 21 Scheduled ▶ Running 8 93
Aug 21 → Aug 21 Reschedule ▶ Running 0 93
Aug 21 → Aug 21 Entered ▶ Running 0 93
Aug 21 → Aug 22 Ready for Release ⏸ Paused 1
Aug 22 → Aug 25 Assigned ▶ Running 1 94
Aug 25 → Sep 10 Scheduled ▶ Running 11 105
Sep 10 → Sep 10 Tech On Site ▶ Running 0 105
Holding 70.7d (excluded)
Coordinators 61.9d
Field Work 0.5d
Billing 0.0d
✗ SLA Missed
Holding (excluded from total)
70.7 days
Coordinators
61.9 days
Over SLA
Field Work
0.5 days
Billing
0.0 days
Created: Mar 14, 2025 Due: Jun 30, 2025 Completed: Sep 10, 2025 (71 days late)
📅
124.7 days Total Age
⏱️
48.7d in Ready for Release Longest Stage
🔄
15 transitions Status Changes
⚠️
52.8d 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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Generating AI analysis...
Completed with significant delays
Invoiced • 355 days old
🚨
Primary Delay 48.7 days stuck in "Ready for Release"
⏱️
Total Delay 52.8 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Ready for Release
68.8d
Ready for Scheduling
18.9d / 1.0d SLA
Assigned
15.5d / 0.5d SLA
On Hold
1.9d
Scheduled
27.5d / 2.0d SLA
Tech On Site
0.5d / 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 Michele.


8/25/25 RCook- Spoke with Tiffany Day, scheduled for 9/10/25. Arrival time between 11AM-1PM. States I will need to call Jamie Palmer at 309-578-8690 for Building AB. 


8/22/25 RCook- LM with Jamie Gray Palmer to schedule for 9/10/25 with arrival time between 11AM-1PM. Per VM Jamie works Mon- Thurs. See logged call on WO-0127025


8/21/2025 CRamen Jamie called and said she has to leave for the day and needs to re-schedule both Peoria AB and B for another day and asked that these be done with the 3 Mossville location PMs. Call logged on WO-01274025


8/11/2025 CRamen Tiffany returned call and scheduled for Thursday 8/21/2025 between 12-2pm. Call logged on WO-01256183


8/8/2025 CRamen left a vm for Tiffany as shes on PTO till 8/11 to return call to schedule for Thursday 8/21/2025 between 12-2pm. Call logged on WO-01256183


CONFIRMED


08/5/2025 LHill Contact was confirmed on 07/01/2025.


7/11/25 RCook- LM with Tiffany Day advising we will need to reschedule and will be reaching out as soon as possible to reschedule. 


7/10/25 RCook- Per LYoder via Teams call, technician is no longer with EMSAR. Returning WO to dispatch and placing back in RFR. Will reach out to location in the morning on 7/11/25 to advise WO needs to be rescheduled.


7/1/25 RCook- Chattered:

@[Allison Belyea]​ I spoke with Tiffany Day at 309-578-1598 and she stated the correct address for this location is 850 Richland St East Peoria, IL 61611. Tiffany is the contact for this location. Can you please update the contact and address for this location? Thank you!


7/1/25 RCook- Spoke with Tiffany Day, scheduled Building BB for 7/10/25 with arrival time around 9AM. Scheduled building SS for 7/9/25 arrival time around 12:45PM and Building AD for 7/9/25 with an arrival time around 2PM. Address' for BLDGs AD and BB are incorrect chattered ABelyea to correct address'. See logged call on WO-01256183


6/30/25 RCook- Spoke with receptionist, at (309) 494-5389 states that this is not the correct phone number for this site. States they are at 701 Washington St. Placed WO on hold and escalated to account manager. 


6/3/25 RCook- Spoke with Tiffany, offered to schedule for 6/6/25 when technician is in the area. Tiffany states they cannot schedule on Fridays as they do not have anyone there to escort the technician. Advised Tiffany we will need to reroute this and call back to offer another date and time. 

🔧 Work Performed
9/10/2025 M. Huffman. Completed the PM, field service report and obtained signature from Customer Michele.
🔍 Technician Findings
Counter# 196,128. 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-01256183
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
🚨 12.0 business days
🆕
Status: Entered by Rhea Berry Jun 30, 12:47 PM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 18d 3h, 0m
2.0 business days
👷
3 Technician Assigned Jul 1, 3:57 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Rhea Berry
From: On Hold, Assigned
To: Assigned, Scheduled
Duration in Previous: 1d 3h, 0m
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2025-07-10T14:00:00.000+0000
2.0 business days
💵
Expenses Added Jul 2, 5:00 PM
Type: Expenses
Status: Open
Qty: 1
⚠️ 5.9 business days
🆕
Status: Entered by Rhea Berry Jul 10, 6:04 PM
From: Scheduled, Entered
To: Entered, Ready for Release
Duration in Previous: 9d 2h, 0m
🚨 18.7 business days
📅
Status: Ready for Scheduling by Laura Hill Aug 5, 4:12 PM
From: Ready for Release
To: Ready for Scheduling
Duration in Previous: 25d 22h
4.0 business days
👷
2 Technician Assigned Aug 8, 4:23 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling
To: Assigned
Duration in Previous: 3d 0h
2.0 business days
🗓️
2 Status: Scheduled Aug 11, 12:16 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2025-08-21T17:00:00.000+0000
⚠️ 6.0 business days
📅
Dispatch Scheduled by Charles Ramen Aug 18, 12:45 PM
Scheduled For: 2025-08-21T18:00:00.000+0000
4.0 business days
🔄
Status: Reschedule by Charles Ramen Aug 21, 1:03 PM
From: Scheduled, Reschedule, Entered
To: Reschedule, Entered, Ready for Release
Duration in Previous: 10d 0h, 0m
👷
2 Technician Assigned Aug 22, 10:58 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Release
To: Assigned
Duration in Previous: 21h 54m
2.0 business days
🗓️
2 Status: Scheduled Aug 25, 10:52 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2025-09-10T16:15:00.000+0000
💵
Expenses Added Aug 25, 5:18 PM
Type: Expenses
Status: Open
Qty: 1
🚨 11.8 business days
🔧
Status: Tech On Site by MICHAEL HUFFMAN Sep 10, 12:37 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 16d 1h
⏱️
3x Labor Added Sep 10, 1:30 PM
Type: Labor, Travel
Status: Open
Qty: 1.5, 0.5, 16
✔️
Status: Completed by MICHAEL HUFFMAN Sep 10, 4:21 PM
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 3h 44m, 0m
📄
Status: Ready to Bill by Hannah Shaw Sep 11, 9:53 AM
From: Closed
To: Ready to Bill
Duration in Previous: 17h 31m
📨
Status: Invoice Pending by Hannah Shaw Sep 11, 10:10 AM
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 17m, 0m
3.0 business days
🧾
Invoice Created Sep 15, 11:49 AM
Invoice Number: SM-240577

Bottlenecks

Ready for Scheduling
Duration: 15.5 business days (threshold: 1.0 business days)
Exceeded by 14.5 business days
Assigned
Duration: 12.0 business days (threshold: 4.0 business hours)
Exceeded by 11.5 business days
Scheduled
Duration: 6.5 business days (threshold: 2.0 business days)
Exceeded by 4.5 business days
Ready for Scheduling
Duration: 3.5 business days (threshold: 1.0 business days)
Exceeded by 2.5 business days
Assigned
Duration: 1.5 business days (threshold: 4.0 business hours)
Exceeded by 7.6 business hours
Scheduled
Duration: 9.0 business days (threshold: 2.0 business days)
Exceeded by 7.0 business days
Assigned
Duration: 2.0 business days (threshold: 4.0 business hours)
Exceeded by 1.5 business days
Scheduled
Duration: 12.0 business days (threshold: 2.0 business days)
Exceeded by 10.0 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 10, 12:15 PM
Created
Mar 14, 2:35 PM
Invoice #
SM-240577

Work Details (5)

Name Type Status Qty Amount Date
WL-02852766 Expenses Open 1 $0.00 Jul 2, 5:00 PM
WL-02914310 Expenses Open 1 $0.00 Aug 25, 5:18 PM
WL-02931140 Labor Open 1.5 $0.00 Sep 10, 1:30 PM
WL-02931141 Labor Open 0.5 $0.00 Sep 10, 1:30 PM
WL-02931142 Travel Open 16 $0.00 Sep 10, 1:30 PM

Details