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← WO Overview

WO-01256324 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 Caterpillar Bldg A — 14009 Old Galena Bldg A, 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 (90 biz days late)
Active: 102 biz days
Paused: 21 biz days
🕐 Clock stopped: Completed (Sep 9, 2025)
62d
▶ Clock Running
Status: Created
Mar 14 → Jun 11, 2025
62 business days (counted)
Running total: 62 of ? biz days used
▶ Clock Running
Status: Assigned
Jun 11 → Jun 11, 2025
0 business days (counted)
Running total: 62 of ? biz days used
▶ Clock Running
Status: Scheduled
Jun 11 → Jun 19, 2025
5 business days (counted)
Running total: 67 of ? biz days used
▶ Clock Running
Status: Reschedule
Jun 19 → Jun 23, 2025
2 business days (counted)
Running total: 69 of ? biz days used
▶ Clock Running
Status: Assigned
Jun 23 → Jul 1, 2025
6 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
▶ Clock Running
Status: Assigned
Jul 9 → Jul 11, 2025
2 business days (counted)
Running total: 82 of ? biz days used
▶ Clock Running
Status: Entered
Jul 11 → Jul 11, 2025
0 business days (counted)
Running total: 82 of ? biz days used
⏸16d
⏸ Clock Paused
Status: Ready for Release
Jul 11 → Aug 4, 2025
16 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
Aug 4 → Aug 4, 2025
0 business days (counted)
Running total: 82 of ? biz days used
⏸ Clock Paused
Status: Ready for Release
Aug 4 → Aug 11, 2025
5 business days (not counted)
14d
▶ Clock Running
Status: On Hold
Aug 11 → Aug 29, 2025
14 business days (counted)
Running total: 96 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Aug 29 → Sep 3, 2025
2 business days (counted)
Running total: 98 of ? biz days used
⏸ Clock Paused
Status: Ready for Release
Sep 3 → Sep 3, 2025
0 business days (not counted)
▶ Clock Running
Status: Assigned
Sep 3 → Sep 4, 2025
1 business day (counted)
Running total: 99 of ? biz days used
▶ Clock Running
Status: Scheduled
Sep 4 → Sep 9, 2025
3 business days (counted)
Running total: 102 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 9 → Sep 9, 2025
0 business days (counted)
Running total: 102 of ? biz days used
Created: Mar 14, 2025 Completed: Sep 9, 2025
Show SLA Clock Detail (18 periods)
Period Status Clock Biz Days Running Total
Mar 14 → Jun 11 Created ▶ Running 62 62
Jun 11 → Jun 11 Assigned ▶ Running 0 62
Jun 11 → Jun 19 Scheduled ▶ Running 5 67
Jun 19 → Jun 23 Reschedule ▶ Running 2 69
Jun 23 → Jul 1 Assigned ▶ Running 6 75
Jul 1 → Jul 3 On Hold ▶ Running 2 77
Jul 3 → Jul 9 Ready for Scheduling ▶ Running 3 80
Jul 9 → Jul 11 Assigned ▶ Running 2 82
Jul 11 → Jul 11 Entered ▶ Running 0 82
Jul 11 → Aug 4 Ready for Release ⏸ Paused 16
Aug 4 → Aug 4 Ready for Scheduling ▶ Running 0 82
Aug 4 → Aug 11 Ready for Release ⏸ Paused 5
Aug 11 → Aug 29 On Hold ▶ Running 14 96
Aug 29 → Sep 3 Ready for Scheduling ▶ Running 2 98
Sep 3 → Sep 3 Ready for Release ⏸ Paused 0
Sep 3 → Sep 4 Assigned ▶ Running 1 99
Sep 4 → Sep 9 Scheduled ▶ Running 3 102
Sep 9 → Sep 9 Tech On Site ▶ Running 0 102
Holding 103.0d (excluded)
Coordinators 30.7d
Field Work 0.8d
Billing 0.0d
✗ SLA Missed
Holding (excluded from total)
103.0 days
Coordinators
30.7 days
Over SLA
Field Work
0.8 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
⏱️
62.7d in Ready for Release Longest Stage
🔄
19 transitions Status Changes
⚠️
20.6d 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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Generating AI analysis...
Completed with significant delays
Invoiced • 355 days old
🚨
Primary Delay 62.7 days stuck in "Ready for Release"
⏱️
Total Delay 20.6 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Ready for Release
85.2d
Scheduled
9.4d / 2.0d SLA
Reschedule
2.0d / 2.0d SLA
Assigned
11.3d / 0.5d SLA
On Hold
17.8d
Ready for Scheduling
8.0d / 1.0d SLA
Tech On Site
0.7d / 1.0d SLA
Completed
0.0d / 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.


9/4/25 RCook- Per email from Andrea Jackson they only have 6 units at this facility. Advised technician will check serial numbers with the locations on 9/9/25 and determine which unit they do not have.


09/04/2025 LHill-rec'd email from Andrea Jackson-It would be better for us to have Mike service all the units on campus on the same day. There are 6 kiosks total. One in each building. TC-A, TC-E, TC-F, TC-G, TC-K, and TC-L.

 

Which day works best for you?  

See logged email.


9/3/25 RCook- Emailed Andrea Jackson to schedule for 9/10/25 at 7AM. Waiting for confirmation. See logged email.


09/03/2025 LHill-sent email to Andrea to confirm contact and equipment.


08/29/2025 ABelyea - updated POC with new email

08/11/2025 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.


8/11/2025 LHill-called 309-878-1485 for Andrea to confirm equipment & contact. Line just rings busy signal. Unable to leave a message.


08/11/2025 LHill-LM at 309-620-7562 for Andrea to confirm equipment & contact.  


08/11/2025 LHill-LM at (309) 675-7975 for Stacy Dejaynes to confirm equipment & contact.  


08/07/2025 LHill-LM at 309-878148 -5for Andrea to confirm equipment & contact. '


08/07/2025 LHill-LM at 309-620-7562 for Andrea to confirm equipment & contact. 


08/07/2025 LHill-LM at (309) 675-7975 to confirm equipment & contact.  


08/06/2025 LHill-LM at (309) 675-7975 to confirm equipment & contact. Could not log call in RC logged call manually.


8/5/25 RCook- LM at (309) 675-7975 to discuss scheduling. 


07/03/2025 ABelyea - continue to attempt contacts 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 Stacy Dejaynes to schedule for 7/8/25. Arrival time between 11AM-1PM. 


6/17APage: still waiting on POC melanie wake from CAT Mossville to schedule a day, thought today was going to work but still have not heard back - will have to reschedule these for when she picks a day so we can do these remaining CAT PMs(4 hour drive so need to do all at once)

🔧 Work Performed
9/9/2025 M. Huffman. Completed the PM, field service report and obtained signature from Customer Andrea Jackson. 8/11/2025 LHill-called 309-878-1485 for Andrea to confirm equipment & contact. Line just rings busy signal. Unable to leave a message. 08/11/2025 LHill-LM at 309-620-7562 for Andrea to confirm equipment & contact. 08/11/2025 LHill-LM at (309) 675-7975 for Stacy Dejaynes to confirm equipment & contact. 08/07/2025 LHill-LM at 309-878148 -5for Andrea to confirm equipment & contact. ' 08/07/2025 LHill-LM at 309-620-7562 for Andrea to confirm equipment & contact.
🔍 Technician Findings
Counter# 248,430. 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-01256324
Type: Preventive Maintenance
Priority: PSM
🚨 63.0 business days
👷
3 Status: Assigned Jun 11, 2:53 PM
Status: Assigned → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Charles Ramen
Technician: Alan Page
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2025-06-18T13:00:00.000+0000
⚠️ 6.0 business days
🔄
Status: Reschedule by Lawrence Yoder Jun 19, 8:50 AM
From: Scheduled
To: Reschedule
Duration in Previous: 7d 17h
2.0 business days
👷
2 Technician Assigned Jun 23, 2:42 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Reschedule
To: Assigned
Duration in Previous: 4d 5h
⚠️ 7.0 business days
⏸️
Status: On Hold by Rhea Berry Jul 1, 1:38 PM
From: Assigned
To: On Hold
Duration in Previous: 7d 22h
3.0 business days
📅
Status: Ready for Scheduling by Allison Belyea Jul 3, 11:58 AM
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
3.0 business days
🆕
Status: Entered by Kaitlyn Kelch Jul 11, 9:09 AM
From: Assigned, Entered
To: Entered, Ready for Release
Duration in Previous: 1d 20h, 0m
🚨 17.0 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: 24d 0h
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
⚠️ 5.7 business days
⏸️
Status: On Hold by Laura Hill Aug 11, 10:35 AM
From: Ready for Release
To: On Hold
Duration in Previous: 6d 16h
🚨 15.0 business days
📅
Status: Ready for Scheduling by Allison Belyea Aug 29, 11:50 AM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 18d 1h
3.0 business days
Status: Ready for Release by Laura Hill Sep 3, 12:08 PM
From: Ready for Scheduling
To: Ready for Release
Duration in Previous: 5d 0h
👷
2 Technician Assigned Sep 3, 2:20 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Release
To: Assigned
Duration in Previous: 2h 12m
📅
2 Dispatch Scheduled Sep 4, 1:50 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Rhea Berry
From: Assigned
To: Scheduled
Duration in Previous: 23h 30m
4.0 business days
⏱️
2 3x Labor Added Sep 9, 10:27 AM
3x Labor Added → Status: Tech On Site
🔧
Status: Tech On Site by MICHAEL HUFFMAN
From: Scheduled
To: Tech On Site
Duration in Previous: 4d 20h
✔️
Status: Completed by MICHAEL HUFFMAN Sep 9, 4:19 PM
From: Tech On Site
To: Completed
Duration in Previous: 5h 52m
🏁
Status: Closed by MICHAEL HUFFMAN Sep 9, 4:29 PM
From: Completed
To: Closed
Duration in Previous: 9m
📄
Status: Ready to Bill by Hannah Shaw Sep 10, 10:46 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: 14m, 0m
4.0 business days
🧾
Invoice Created Sep 15, 11:49 AM
Invoice Number: SM-240483

Bottlenecks

Scheduled
Duration: 5.6 business days (threshold: 2.0 business days)
Exceeded by 3.6 business days
Assigned
Duration: 6.7 business days (threshold: 4.0 business hours)
Exceeded by 6.2 business days
Ready for Scheduling
Duration: 4.0 business days (threshold: 1.0 business days)
Exceeded by 3.0 business days
Assigned
Duration: 2.9 business days (threshold: 4.0 business hours)
Exceeded by 2.4 business days
Ready for Scheduling
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Assigned
Duration: 1.7 business days (threshold: 4.0 business hours)
Exceeded by 1.2 business days
Scheduled
Duration: 3.8 business days (threshold: 2.0 business days)
Exceeded by 1.8 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, 2:00 PM
Created
Mar 14, 2:35 PM
Invoice #
SM-240483

Work Details (3)

Name Type Status Qty Amount Date
WL-02929529 Labor Open 0.5 $0.00 Sep 9, 10:27 AM
WL-02929530 Labor Open 0.5 $0.00 Sep 9, 10:27 AM
WL-02929531 Travel Open 2 $0.00 Sep 9, 10:27 AM

Details