Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01256221 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 CORE-MARK — 47 MARKET STREET, GARDINER ME, 04345

Mar 14, 2025 → Sep 18, 2025

✅ Completed
PSM
SLA Clock
Last business day of March 2025 · Target: Mar 31, 2025
✗ SLA Missed (118 biz days late)
Active: 130 biz days
🕐 Clock stopped: Completed (Sep 18, 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 → Jun 2, 2025
7 business days (counted)
Running total: 55 of ? biz days used
17d
▶ Clock Running
Status: Assigned
Jun 2 → Jun 26, 2025
17 business days (counted)
Running total: 72 of ? biz days used
38d
▶ Clock Running
Status: Scheduled
Jun 26 → Aug 20, 2025
38 business days (counted)
Running total: 110 of ? biz days used
▶ Clock Running
Status: Reschedule
Aug 20 → Aug 22, 2025
2 business days (counted)
Running total: 112 of ? biz days used
▶ Clock Running
Status: Entered
Aug 22 → Aug 22, 2025
0 business days (counted)
Running total: 112 of ? biz days used
▶ Clock Running
Status: Assigned
Aug 22 → Aug 22, 2025
0 business days (counted)
Running total: 112 of ? biz days used
▶ Clock Running
Status: Entered
Aug 22 → Aug 22, 2025
0 business days (counted)
Running total: 112 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Aug 22 → Aug 25, 2025
1 business day (counted)
Running total: 113 of ? biz days used
▶ Clock Running
Status: Assigned
Aug 25 → Aug 25, 2025
0 business days (counted)
Running total: 113 of ? biz days used
17d
▶ Clock Running
Status: Scheduled
Aug 25 → Sep 18, 2025
17 business days (counted)
Running total: 130 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 18 → Sep 18, 2025
0 business days (counted)
Running total: 130 of ? biz days used
Created: Mar 14, 2025 Completed: Sep 18, 2025
Show SLA Clock Detail (12 periods)
Period Status Clock Biz Days Running Total
Mar 14 → May 21 Created ▶ Running 48 48
May 21 → Jun 2 Ready for Scheduling ▶ Running 7 55
Jun 2 → Jun 26 Assigned ▶ Running 17 72
Jun 26 → Aug 20 Scheduled ▶ Running 38 110
Aug 20 → Aug 22 Reschedule ▶ Running 2 112
Aug 22 → Aug 22 Entered ▶ Running 0 112
Aug 22 → Aug 22 Assigned ▶ Running 0 112
Aug 22 → Aug 22 Entered ▶ Running 0 112
Aug 22 → Aug 25 Ready for Scheduling ▶ Running 1 113
Aug 25 → Aug 25 Assigned ▶ Running 0 113
Aug 25 → Sep 18 Scheduled ▶ Running 17 130
Sep 18 → Sep 18 Tech On Site ▶ Running 0 130
Holding 48.7d (excluded)
Coordinators 87.1d
Field Work 0.2d
Billing 0.6d
✗ SLA Missed
Holding (excluded from total)
48.7 days
Coordinators
87.1 days
Over SLA
Field Work
0.2 days
Billing
0.6 days
Created: Mar 14, 2025 Due: Jun 30, 2025 Completed: Sep 18, 2025 (79 days late)
📅
130.7 days Total Age
⏱️
48.7d in Ready for Release Longest Stage
🔄
13 transitions Status Changes
⚠️
78.6d 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 48.7 days stuck in "Ready for Release"
⏱️
Total Delay 78.6 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Ready for Release
48.7d
Ready for Scheduling
9.5d / 1.0d SLA
Assigned
18.0d / 0.5d SLA
Scheduled
56.9d / 2.0d SLA
Reschedule
2.7d / 2.0d SLA
Tech On Site
0.2d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
0.1d / 1.0d SLA
Ready to Bill
0.5d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

8/21/25 RCook- Received teams chat from SRogers stating: I don’t want to do it that way. That will be wildly inefficient. I will game plan another solution and will let you know.



8/21/25 RCook- Spoke with Luis Torres, states that he would prefer to not stay overnight for kiosk PMs. Is requesting to drive to this job complete it and come back home. Sent teams message to SRogers stating: Just spoke with Luis about staying overnight sometime for kiosk PMs and then taking care of the ME PM. He is asking if he can just go to the PM one day and come back. He does not want to stay overnight for kiosk PMs. Please advise. This PM is a little over 4 hours one way so this would be his only job for the day. 



8/20/25 RCook- Sent teams message to SRogers stating: The WO for Luis Torres that needs to be rescheduled, it is FAR. My thought is to have Luis spend some time in the Boston area with the kiosk there and at the end of that trip go to the ME location then home. Thoughts? Will Luis spend a couple of days overnight to do this? Per SRogers: As long as we confirm dates with him ahead of time, he's usually good with doing overnights occasionally.


8/20/25 RCook- Received message from SRogers stating: can we reschedule WO-01256221? Luis has a family emergency and needs to head home earlier than planned today (all other calls will be/have been completed already). Placed WO in reschedule status.



6/26 KSmith -- FSE is booked with repairs and other June PMs

🔧 Work Performed
Completed required PM, all functional test passed. Completed self test as well.
🔍 Technician Findings
Unit working properly with no physical damage found.
⚠️ 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-01256221
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
⚠️ 8.0 business days
👷
2 Technician Assigned Jun 2, 11:52 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 11d 19h
🚨 18.0 business days
🗓️
2 Status: Scheduled Jun 26, 10:57 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-07-15T17:00:00.000+0000
🚨 10.0 business days
📅
Dispatch Scheduled by Kourtney Smith Jul 10, 3:23 PM
Scheduled For: 2025-07-23T17:00:00.000+0000
📅
Dispatch Scheduled by Kourtney Smith Jul 11, 12:52 PM
Scheduled For: 2025-07-28T17:00:00.000+0000
🚨 10.0 business days
📅
Dispatch Scheduled by Kourtney Smith Jul 24, 3:53 PM
Scheduled For: 2025-08-04T17:00:00.000+0000
⚠️ 5.0 business days
📅
Dispatch Scheduled by Kourtney Smith Jul 30, 1:47 PM
Scheduled For: 2025-08-13T17:00:00.000+0000
🚨 11.0 business days
📅
Dispatch Scheduled by Kourtney Smith Aug 13, 8:18 AM
Scheduled For: 2025-08-20T17:00:00.000+0000
⚠️ 6.0 business days
📅
Dispatch Scheduled by Luis Torres Aug 20, 10:47 AM
Scheduled For: 2025-08-20T23:00:00.000+0000
🔄
Status: Reschedule by Rhea Berry Aug 20, 2:19 PM
From: Scheduled
To: Reschedule
Duration in Previous: 55d 3h
3.0 business days
🆕
2 Status: Entered Aug 22, 10:09 AM
Status: Entered → Technician Assigned
👷
Technician Assigned by Kourtney Smith
Technician: David Trost
🆕
Status: Entered by Kourtney Smith Aug 22, 10:16 AM
From: Assigned, Entered
To: Entered, Ready for Scheduling
Duration in Previous: 6m, 0m
2.0 business days
👷
3 Status: Assigned Aug 25, 12:33 PM
Status: Assigned → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: Joseph Anderson
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-09-19T14:00:00.000+0000
⚠️ 5.0 business days
📅
Dispatch Scheduled by Kourtney Smith Aug 29, 8:00 AM
Scheduled For: 2025-09-18T19:00:00.000+0000
2.0 business days
📅
Dispatch Scheduled by Kourtney Smith Sep 2, 1:03 PM
Scheduled For: 2025-09-18T12:00:00.000+0000
💵
2x Expenses Added Sep 2, 2:39 PM
Type: Expenses
Status: Open
Qty: 1
🚨 13.0 business days
🔧
Status: Tech On Site by Joseph Anderson Sep 18, 9:01 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 23d 20h
🚗
2x Travel Added Sep 18, 9:43 AM
Type: Travel, Labor
Status: Open
Qty: 11, 0.35
✔️
3 Status: Completed Sep 18, 10:45 AM
Status: Completed → Labor Added → Status: Closed
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 1.76667
🏁
Status: Closed by Joseph Anderson
From: Completed
To: Closed
Duration in Previous: 2m
📄
Status: Ready to Bill by Timothy Amburgey Sep 18, 11:49 AM
From: Closed
To: Ready to Bill
Duration in Previous: 1h 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
🚨 41.0 business days
🧾
Invoice Created Nov 17, 9:00 AM
Invoice Number: SM-241350

Bottlenecks

Ready for Scheduling
Duration: 7.5 business days (threshold: 1.0 business days)
Exceeded by 6.5 business days
Assigned
Duration: 18.0 business days (threshold: 4.0 business hours)
Exceeded by 17.5 business days
Scheduled
Duration: 39.0 business days (threshold: 2.0 business days)
Exceeded by 37.0 business days
Reschedule
Duration: 2.7 business days (threshold: 2.0 business days)
Exceeded by 5.7 business hours
Ready for Scheduling
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Scheduled
Duration: 17.9 business days (threshold: 2.0 business days)
Exceeded by 15.9 business days

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Joseph Anderson
Scheduled
Sep 18, 8:00 AM
Created
Mar 14, 2:35 PM
Invoice #
SM-241350

Work Details (5)

Name Type Status Qty Amount Date
WL-02922401 Expenses Open 1 $0.00 Sep 2, 2:39 PM
WL-02922402 Expenses Open 1 $0.00 Sep 2, 2:39 PM
WL-02940253 Travel Open 11 $0.00 Sep 18, 9:43 AM
WL-02940254 Labor Open 0.35 $0.00 Sep 18, 9:43 AM
WL-02940533 Labor Open 1.76667 $0.00 Sep 18, 10:47 AM

Details