Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01256318 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 BNSF — 305 David Hoffman Dr, Aurora IL, 60505

Mar 14, 2025 → Oct 9, 2025

✅ Completed
PSM
SLA Clock
Last business day of March 2025 · Target: Mar 31, 2025
✗ SLA Missed (122 biz days late)
Active: 134 biz days
Paused: 11 biz days
🕐 Clock stopped: Completed (Oct 9, 2025)
98d
▶ Clock Running
Status: Created
Mar 14 → Aug 4, 2025
98 business days (counted)
Running total: 98 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Aug 4 → Aug 4, 2025
0 business days (counted)
Running total: 98 of ? biz days used
⏸ Clock Paused
Status: Ready for Release
Aug 4 → Aug 13, 2025
7 business days (not counted)
13d
▶ Clock Running
Status: On Hold
Aug 13 → Sep 2, 2025
13 business days (counted)
Running total: 111 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 2 → Sep 3, 2025
1 business day (counted)
Running total: 112 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 3 → Sep 10, 2025
5 business days (counted)
Running total: 117 of ? biz days used
▶ Clock Running
Status: Entered
Sep 10 → Sep 10, 2025
0 business days (counted)
Running total: 117 of ? biz days used
▶ Clock Running
Status: On Hold
Sep 10 → Sep 17, 2025
5 business days (counted)
Running total: 122 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 17 → Sep 19, 2025
2 business days (counted)
Running total: 124 of ? biz days used
⏸ Clock Paused
Status: Ready for Release
Sep 19 → Sep 25, 2025
4 business days (not counted)
▶ Clock Running
Status: Assigned
Sep 25 → Sep 26, 2025
1 business day (counted)
Running total: 125 of ? biz days used
▶ Clock Running
Status: Scheduled
Sep 26 → Oct 2, 2025
4 business days (counted)
Running total: 129 of ? biz days used
▶ Clock Running
Status: Reschedule
Oct 2 → Oct 6, 2025
2 business days (counted)
Running total: 131 of ? biz days used
▶ Clock Running
Status: Scheduled
Oct 6 → Oct 9, 2025
3 business days (counted)
Running total: 134 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 9 → Oct 9, 2025
0 business days (counted)
Running total: 134 of ? biz days used
Created: Mar 14, 2025 Completed: Oct 9, 2025
Show SLA Clock Detail (15 periods)
Period Status Clock Biz Days Running Total
Mar 14 → Aug 4 Created ▶ Running 98 98
Aug 4 → Aug 4 Ready for Scheduling ▶ Running 0 98
Aug 4 → Aug 13 Ready for Release ⏸ Paused 7
Aug 13 → Sep 2 On Hold ▶ Running 13 111
Sep 2 → Sep 3 Ready for Scheduling ▶ Running 1 112
Sep 3 → Sep 10 Assigned ▶ Running 5 117
Sep 10 → Sep 10 Entered ▶ Running 0 117
Sep 10 → Sep 17 On Hold ▶ Running 5 122
Sep 17 → Sep 19 Ready for Scheduling ▶ Running 2 124
Sep 19 → Sep 25 Ready for Release ⏸ Paused 4
Sep 25 → Sep 26 Assigned ▶ Running 1 125
Sep 26 → Oct 2 Scheduled ▶ Running 4 129
Oct 2 → Oct 6 Reschedule ▶ Running 2 131
Oct 6 → Oct 9 Scheduled ▶ Running 3 134
Oct 9 → Oct 9 Tech On Site ▶ Running 0 134
Holding 130.5d (excluded)
Coordinators 25.4d
Field Work 0.3d
Billing 1.8d
✗ SLA Missed
Holding (excluded from total)
130.5 days
Coordinators
25.4 days
Over SLA
Field Work
0.3 days
Billing
1.8 days
Over SLA
Created: Mar 14, 2025 Due: Aug 31, 2025 Completed: Oct 9, 2025 (38 days late)
📅
145.7 days Total Age
⏱️
98.7d in Ready for Release Longest Stage
🔄
16 transitions Status Changes
⚠️
16.2d 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 98.7 days stuck in "Ready for Release"
⏱️
Total Delay 16.2 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Ready for Release
110.5d
Ready for Scheduling
5.6d / 1.0d SLA
On Hold
20.0d
Assigned
8.0d / 0.5d SLA
Scheduled
8.8d / 2.0d SLA
Reschedule
3.0d / 2.0d SLA
Tech On Site
0.3d / 1.0d SLA
Closed
0.4d / 1.0d SLA
Ready to Bill
1.8d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

MISSING CUST PRINT NAME ON FSR FORM

10/01 LY - tech did not have time left in the day to complete. must be rescheduled


9/26/25 RCook- Received confirmation from Lamar Bryant stating this date works but needs to be scheduled after 2PM. Advised our technician is scheduled for 10/1 with an arrival time between 2-4PM. See logged email.


9/25/25 RCook- Emailed Lamar Bryant to schedule for 10/1/25. Arrival time between 10:30AM-12:30PM. Waiting for confirmation.


9/25/25 RCook- LM with Lamar Bryant to schedule for 10/1/25. Arrival time between 10:30AM-12:30PM. Could not log call in RC. Logged call manually.


09/23/2025 LHill-rec'd call from Lamar Byant. He confirmed contact & equipment.


Scheduling ahead needed: Yes

Certain day or time: M-F 3PM-10PM

Confirmed contact information is correct: yes 

Unit is in public area.  Located in lunch area.


09/23/2025 LHill-sent email to Lamar Bryant at lamar.bryant@bnsf.com to confirm contact & equipment.


09/23/2025 LHill-LM at 312-206-0014 for Lamar Bryant to confirm contact & equipment. 


09/17/2025 ABelyea - added POC email, TMS confirms Lamar is the correct POC

9/10/25 RCook- Escalating to account manager due to contact issues.


9/10/25 RCook- LM with Lamar Bryant at 312-206-0014 to schedule. 


09/09/2025 LHill-called 312-206-0014 Left message . Offered 09/19 or 09/26. Arrival time 9-11. time 9:15 - 10:15 on the calendar.


09/08/2025 LHill-called 312-206-0014 Left message . Offered 09/19 or 09/26. Arrival time 9-11. time 9:15 - 10:15 on the calendar.


09/03/2025 LHill-called 312-206-0014 and left a message. Offered 09/12 between 11-1.


09/02/2025 ABelyea - updated POC phone 312-206-0014 

08/13/2025 LHill-Placing the work order on hold and escalating to the account manager for contact confirmation. Attempting new contact with 3 attempts with no response.


08/13/2025 LHill-LM at 312-850-5615 for Lamar Bryant to confirm equipment & contact.  


08/11/2025 LHill-LM at 312-850-5615 to confirm equipment & contact.  


08/07/2025 LHill-LM at 312-850-5615 to confirm equipment & contact. 


07/15/2025 ABelyea - per TMS, kiosk is being relocated to BNSF Aurora. Please note updated location and POC

6/20 KHensley called site to schedule for 6/24 at 1 pm. Left VM.

🔧 Work Performed
10/9/2025 Mike Huffman. Completed the PM, field service report and obtained signature. 9/10/25 RCook- LM with Lamar Bryant at 312-206-0014 to schedule. 09/09/2025 LHill-called 312-206-0014 Left message . Offered 09/19 or 09/26. Arrival time 9-11. time 9:15 - 10:15 on the calendar. 09/08/2025 LHill-called 312-206-0014 Left message . Offered 09/19 or 09/26. Arrival time 9-11. time 9:15 - 10:15 on the calendar. 09/03/2025 LHill-called 312-206-0014 and left a message. Offered 09/12 between 11-1.
🔍 Technician Findings
Kiosk does not show signs of customer damage. Kiosk is fully operational. Yes Was the kiosk unplugged on arrival? No 10/1/2025 Mike Huffman. I called site contact Lamar Bryant at 3:00pm CST and advised I am onsite at a repair and will not make it to this appointment today.
⚠️ 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-01256318
Type: Preventive Maintenance
Priority: PSM
🚨 99.0 business days
📅
Status: Ready for Scheduling by Rhea Berry Aug 4, 10:00 AM
From: Ready for Release
To: Ready for Scheduling
Duration in Previous: 142d 19h
Status: Ready for Release by Rhea Berry Aug 4, 6:11 PM
From: Ready for Scheduling
To: Ready for Release
Duration in Previous: 8h 10m
⚠️ 7.7 business days
⏸️
Status: On Hold by Laura Hill Aug 13, 9:58 AM
From: Ready for Release
To: On Hold
Duration in Previous: 8d 15h
🚨 14.0 business days
📅
Status: Ready for Scheduling by Allison Belyea Sep 2, 2:33 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 20d 4h
👷
2 Technician Assigned Sep 3, 12:01 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Laura Hill
From: Ready for Scheduling
To: Assigned
Duration in Previous: 21h 27m
⚠️ 6.0 business days
🆕
Status: Entered by Rhea Berry Sep 10, 9:58 AM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 6d 21h, 0m
⚠️ 6.0 business days
📅
Status: Ready for Scheduling by Allison Belyea Sep 17, 12:14 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 7d 2h
3.0 business days
Status: Ready for Release by Rhea Berry Sep 19, 3:06 PM
From: Ready for Scheduling
To: Ready for Release
Duration in Previous: 2d 2h
⚠️ 5.0 business days
👷
2 Technician Assigned Sep 25, 8:18 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Release
To: Assigned
Duration in Previous: 5d 17h
2.0 business days
🗓️
2 Status: Scheduled Sep 26, 1:43 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2025-10-01T18:00:00.000+0000
⚠️ 5.0 business days
🔄
Status: Reschedule by Lawrence Yoder Oct 2, 9:12 AM
From: Scheduled
To: Reschedule
Duration in Previous: 5d 19h
2.9 business days
🗓️
2 Status: Scheduled Oct 6, 7:04 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2025-10-09T14:00:00.000+0000
4.0 business days
🔧
Status: Tech On Site by MICHAEL HUFFMAN Oct 9, 8:29 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 3d 1h
⏱️
3x Labor Added Oct 9, 9:04 AM
Type: Labor, Travel
Status: Open
Qty: 1.5, 40
✔️
Status: Completed by MICHAEL HUFFMAN Oct 9, 10:48 AM
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 2h 18m, 0m
📄
Status: Ready to Bill by Hannah Shaw Oct 9, 1:41 PM
From: Closed
To: Ready to Bill
Duration in Previous: 2h 53m
📨
Status: Invoice Pending by Hannah Shaw Oct 10, 11:18 AM
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 21h 36m, 0m
1.0 business days
🧾
Invoice Created Oct 13, 12:16 PM
Invoice Number: SM-243353

Bottlenecks

Ready for Scheduling
Duration: 1.7 business days (threshold: 1.0 business days)
Exceeded by 5.4 business hours
Assigned
Duration: 6.0 business days (threshold: 4.0 business hours)
Exceeded by 5.5 business days
Ready for Scheduling
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Assigned
Duration: 2.0 business days (threshold: 4.0 business hours)
Exceeded by 1.5 business days
Scheduled
Duration: 4.8 business days (threshold: 2.0 business days)
Exceeded by 2.8 business days
Reschedule
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days
Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Ready to Bill
Duration: 1.8 business days (threshold: 1.0 business days)
Exceeded by 6.3 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
Oct 9, 10:00 AM
Created
Mar 14, 2:35 PM
Invoice #
SM-243353

Work Details (3)

Name Type Status Qty Amount Date
WL-02964662 Labor Open 1.5 $0.00 Oct 9, 9:04 AM
WL-02964663 Labor Open 1 $0.00 Oct 9, 9:04 AM
WL-02964664 Travel Open 40 $0.00 Oct 9, 9:04 AM

Details