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WO-01256279 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 Caterpillar Bldg L — 14009 Old Galena Bldg L, 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 (111 biz days late)
Active: 123 biz days
🕐 Clock stopped: Completed (Sep 9, 2025)
74d
▶ Clock Running
Status: Created
Mar 14 → Jun 30, 2025
74 business days (counted)
Running total: 74 of ? biz days used
▶ Clock Running
Status: Assigned
Jun 30 → Jul 1, 2025
1 business day (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
▶ Clock Running
Status: On Hold
Jul 1 → Jul 3, 2025
2 business days (counted)
Running total: 77 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jul 3 → Jul 9, 2025
3 business days (counted)
Running total: 80 of ? biz days used
25d
▶ Clock Running
Status: Assigned
Jul 9 → Aug 13, 2025
25 business days (counted)
Running total: 105 of ? biz days used
▶ Clock Running
Status: On Hold
Aug 13 → Aug 13, 2025
0 business days (counted)
Running total: 105 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Aug 13 → Aug 22, 2025
7 business days (counted)
Running total: 112 of ? biz days used
▶ Clock Running
Status: Assigned
Aug 22 → Aug 25, 2025
1 business day (counted)
Running total: 113 of ? biz days used
10d
▶ Clock Running
Status: Scheduled
Aug 25 → Sep 9, 2025
10 business days (counted)
Running total: 123 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 9 → Sep 9, 2025
0 business days (counted)
Running total: 123 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 → Jun 30 Created ▶ Running 74 74
Jun 30 → Jul 1 Assigned ▶ Running 1 75
Jul 1 → Jul 1 Entered ▶ Running 0 75
Jul 1 → Jul 3 On Hold ▶ Running 2 77
Jul 3 → Jul 9 Ready for Scheduling ▶ Running 3 80
Jul 9 → Aug 13 Assigned ▶ Running 25 105
Aug 13 → Aug 13 On Hold ▶ Running 0 105
Aug 13 → Aug 22 Ready for Scheduling ▶ Running 7 112
Aug 22 → Aug 25 Assigned ▶ Running 1 113
Aug 25 → Sep 9 Scheduled ▶ Running 10 123
Sep 9 → Sep 9 Tech On Site ▶ Running 0 123
Holding 78.1d (excluded)
Coordinators 51.6d
Field Work 0.3d
Billing 0.0d
✗ SLA Missed
Holding (excluded from total)
78.1 days
Coordinators
51.6 days
Over SLA
Field Work
0.3 days
Billing
0.0 days
Created: Mar 14, 2025 Due: Aug 31, 2025 Completed: Sep 9, 2025 (8 days late)
📅
123.7 days Total Age
⏱️
74.7d in Ready for Release Longest Stage
🔄
12 transitions Status Changes
⚠️
46.6d 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 74.7 days stuck in "Ready for Release"
⏱️
Total Delay 46.6 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Ready for Release
74.7d
Assigned
29.9d / 0.5d SLA
On Hold
3.4d
Ready for Scheduling
11.4d / 1.0d SLA
Scheduled
10.4d / 2.0d SLA
Tech On Site
0.3d / 1.0d SLA
Closed
1.4d / 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


8/22/25 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


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


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. 


08/13/2025 LHill-Placing the work order on hold and escalating to the account manager for contact confirmation. There is no contact listed on the work order, and while a contact is listed under the location, it is unclear if they are the appropriate point of contact.


08/13/2025 LHill-LM at (309) 303-6386 for Joseph Furgerson to confirm equipment & contact.  


08/11/2025 LHill-LM at (309) 303-6386 for Joseph Furgerson to confirm equipment & contact.  


08/06/2025 LHill-LM at (309) 303-6386 for Joseph Furgerson to confirm equipment & contact. Could not log call in RC logged call manually.


07/03/2025 ABelyea - continue attempts with POC in location

7/1/25 RCook- Placing the work order on hold and escalating to the account manager for contact confirmation. There is no contact listed on the work order, and while a contact is listed under the location, it is unclear if they are the appropriate point of contact.


6/30/25 RCook- LM with Joseph Furgerson to schedule for 7/7/25. Arrival time between 2-4PM. 

🔧 Work Performed
9/9/2025 M. Huffman. Completed the PM, field service report and obtained signature from Customer Andrea Jackson
🔍 Technician Findings
Counter# 26,768. 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-01256279
Type: Preventive Maintenance
Priority: PSM
🚨 75.0 business days
👷
2 Technician Assigned Jun 30, 9:48 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Release
To: Assigned
Duration in Previous: 107d 19h
2.0 business days
🆕
Status: Entered by Rhea Berry Jul 1, 1:35 PM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 1d 3h, 0m
3.0 business days
📅
Status: Ready for Scheduling by Allison Belyea Jul 3, 12:00 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 1d 22h
4.0 business days
👷
2 Technician Assigned Jul 9, 12:40 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 6d 0h
🚨 26.0 business days
⏸️
Status: On Hold by Laura Hill Aug 13, 12:16 PM
From: Assigned
To: On Hold
Duration in Previous: 34d 23h
📅
Status: Ready for Scheduling by Laura Hill Aug 13, 5:06 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 4h 49m
⚠️ 7.9 business days
👷
2 Technician Assigned Aug 22, 10:59 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, 5:04 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, 2:12 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 14d 21h
⏱️
3x Labor Added Sep 9, 2:21 PM
Type: Labor, Travel
Status: Open
Qty: 0.5, 1, 2
⏱️
2 2x Labor Added Sep 9, 4:27 PM
2x Labor Added → Status: Completed
✔️
Status: Completed by MICHAEL HUFFMAN
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 2h 15m, 0m
📄
Status: Ready to Bill by Hannah Shaw Sep 10, 10:48 AM
From: Closed
To: Ready to Bill
Duration in Previous: 18h 20m
📨
Status: Invoice Pending by Hannah Shaw Sep 10, 11:00 AM
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 12m, 0m
4.0 business days
🧾
Invoice Created Sep 15, 11:49 AM
Invoice Number: SM-240483

Bottlenecks

Assigned
Duration: 2.0 business days (threshold: 4.0 business hours)
Exceeded by 1.5 business days
Ready for Scheduling
Duration: 4.0 business days (threshold: 1.0 business days)
Exceeded by 3.0 business days
Assigned
Duration: 25.9 business days (threshold: 4.0 business hours)
Exceeded by 25.4 business days
Ready for Scheduling
Duration: 7.4 business days (threshold: 1.0 business days)
Exceeded by 6.4 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: 1.4 business days (threshold: 1.0 business days)
Exceeded by 3.5 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, 11:00 AM
Created
Mar 14, 2:35 PM
Invoice #
SM-240483

Work Details (5)

Name Type Status Qty Amount Date
WL-02929806 Labor Open 0.5 $0.00 Sep 9, 2:21 PM
WL-02929807 Labor Open 1 $0.00 Sep 9, 2:21 PM
WL-02929808 Travel Open 2 $0.00 Sep 9, 2:21 PM
WL-02930064 Labor Open 2 $0.00 Sep 9, 4:27 PM
WL-02930065 Travel Open 32 $0.00 Sep 9, 4:27 PM

Details