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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01256396 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 Illinois Valley YMCA — 300 Walnut St, Peru IL, 61354

Mar 14, 2025 → Oct 8, 2025

✅ Completed
PSM
SLA Clock
Last business day of March 2025 · Target: Mar 31, 2025
✗ SLA Missed (91 biz days late)
Active: 103 biz days
Paused: 41 biz days
🕐 Clock stopped: Completed (Oct 8, 2025)
100d
▶ Clock Running
Status: Created
Mar 14 → Aug 6, 2025
100 business days (counted)
Running total: 100 of ? biz days used
▶ Clock Running
Status: On Hold
Aug 6 → Aug 6, 2025
0 business days (counted)
Running total: 100 of ? biz days used
⏸41d
⏸ Clock Paused
Status: Ready for Release
Aug 6 → Oct 3, 2025
41 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
Oct 3 → Oct 6, 2025
1 business day (counted)
Running total: 101 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 6 → Oct 6, 2025
0 business days (counted)
Running total: 101 of ? biz days used
▶ Clock Running
Status: Scheduled
Oct 6 → Oct 8, 2025
2 business days (counted)
Running total: 103 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 8 → Oct 8, 2025
0 business days (counted)
Running total: 103 of ? biz days used
Created: Mar 14, 2025 Completed: Oct 8, 2025
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Mar 14 → Aug 6 Created ▶ Running 100 100
Aug 6 → Aug 6 On Hold ▶ Running 0 100
Aug 6 → Oct 3 Ready for Release ⏸ Paused 41 —
Oct 3 → Oct 6 Ready for Scheduling ▶ Running 1 101
Oct 6 → Oct 6 Assigned ▶ Running 0 101
Oct 6 → Oct 8 Scheduled ▶ Running 2 103
Oct 8 → Oct 8 Tech On Site ▶ Running 0 103
Holding 142.9d (excluded)
Coordinators 4.2d
Field Work 0.1d
Billing 0.0d
✗ SLA Missed
Holding (excluded from total)
142.9 days
Coordinators
4.2 days
Over SLA
Field Work
0.1 days
Billing
0.0 days
Created: Mar 14, 2025 Due: Oct 31, 2025 Completed: Oct 8, 2025 (23 days early)
📅
144.7 days Total Age
⏱️
100.7d in Ready for Release Longest Stage
🔄
8 transitions Status Changes
⚠️
1.2d 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 minor delays
Invoiced • 355 days old
🚨
Primary Delay 100.7 days stuck in "Ready for Release"
⏱️
Total Delay 1.2 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Ready for Release
142.7d
On Hold
0.3d
Ready for Scheduling
1.2d / 1.0d SLA
Scheduled
3.0d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Closed
0.2d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/6/2025 CRamen Chris to returned call and confirmed schedule for Wednesday 10/8/2025 with tech arrival between 11-1


10/6/2025 CRamen left a vm for Chris to return call to schedule for Wednesday 10/8/2025 with tech arrival between 11-1


8/14/25 RCook- Chattered: @Allison Belyea​ New contact: Chris 815-223-7904. This contact will need to be created and added to the location.


CONFIRMED


08/08/2025 LHill-rec'd call from Chris 815-223-79044 confirmed contact and equipment below. 

Unit is onsite: yes

Scheduling ahead needed: yes

Certain day or time: M-F 8 am - 5 PM.  

Confirmed contact information is correct: yes

Unit is in a public area. Located in the Wellness area.



08/07/2025 LHill-LM at 815-223-7904 for Chris/CEO to confirm equipment & contact. 


08/06/2025 LHill-LM at 815-223-7904 for Chris/CEO to confirm equipment & contact. Could not log call in RC logged call manually.


8/6/25 RCook- Per teams chat from ABelyea try location contact for TMS locations except BNSF locations. 


08/06/205 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.

🔧 Work Performed
10/8/2025 Mike Huffman. Completed the PM, field service report and obtained signature.
🔍 Technician Findings
Counter# N/A 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-01256396
Type: Preventive Maintenance
Priority: PSM
🚨 101.0 business days
⏸️
Status: On Hold by Laura Hill Aug 6, 9:32 AM
From: Ready for Release
To: On Hold
Duration in Previous: 144d 18h
✅
Status: Ready for Release by Allison Belyea Aug 6, 11:38 AM
From: On Hold
To: Ready for Release
Duration in Previous: 2h 5m
🚨 42.0 business days
📅
Status: Ready for Scheduling by Stephanie Ramen Oct 3, 6:32 PM
From: Ready for Release
To: Ready for Scheduling
Duration in Previous: 58d 6h
⏳ 1.7 business days
👷
▶
3 Technician Assigned Oct 6, 10:32 AM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 2d 15h, 0m
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2025-10-08T17:00:00.000+0000
⏳ 3.0 business days
🔧
Status: Tech On Site by MICHAEL HUFFMAN Oct 8, 1:59 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 2d 3h
⏱️
▶
2 3x Labor Added Oct 8, 2:21 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by MICHAEL HUFFMAN
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 25m, 0m
📄
▶
2 Status: Ready to Bill Oct 8, 4:17 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Hannah Shaw
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
⏳ 3.0 business days
🧾
Invoice Created Oct 13, 11:11 AM
Invoice Number: SM-243201

Bottlenecks

Ready for Scheduling
Duration: 1.2 business days (threshold: 1.0 business days)
Exceeded by 1.5 business hours
Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Mike Huffman
Scheduled
Oct 8, 1:00 PM
Created
Mar 14, 2:35 PM
Invoice #
SM-243201

Work Details (3)

Name Type Status Qty Amount Date
WL-02963524 Labor Open 2 $0.00 Oct 8, 2:21 PM
WL-02963525 Labor Open 0.5 $0.00 Oct 8, 2:21 PM
WL-02963526 Travel Open 70 $0.00 Oct 8, 2:21 PM

Details