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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01256411 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 Pace Headquarters - South Div — 2101 W 163rd Pl, Markham IL, 60428

Mar 14, 2025 → Sep 24, 2025

✅ Completed
PSM
SLA Clock
Last business day of March 2025 · Target: Mar 31, 2025
✗ SLA Missed (92 biz days late)
Active: 104 biz days
Paused: 30 biz days
🕐 Clock stopped: Completed (Sep 24, 2025)
71d
▶ Clock Running
Status: Created
Mar 14 → Jun 25, 2025
71 business days (counted)
Running total: 71 of ? biz days used
▶ Clock Running
Status: Assigned
Jun 25 → Jun 27, 2025
2 business days (counted)
Running total: 73 of ? biz days used
▶ Clock Running
Status: Entered
Jun 27 → Jun 27, 2025
0 business days (counted)
Running total: 73 of ? biz days used
18d
▶ Clock Running
Status: On Hold
Jun 27 → Jul 24, 2025
18 business days (counted)
Running total: 91 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jul 24 → Aug 6, 2025
9 business days (counted)
Running total: 100 of ? biz days used
⏸30d
⏸ Clock Paused
Status: Ready for Release
Aug 6 → Sep 18, 2025
30 business days (not counted)
▶ Clock Running
Status: Assigned
Sep 18 → Sep 18, 2025
0 business days (counted)
Running total: 100 of ? biz days used
▶ Clock Running
Status: Scheduled
Sep 18 → Sep 24, 2025
4 business days (counted)
Running total: 104 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 24 → Sep 24, 2025
0 business days (counted)
Running total: 104 of ? biz days used
Created: Mar 14, 2025 Completed: Sep 24, 2025
Show SLA Clock Detail (9 periods)
Period Status Clock Biz Days Running Total
Mar 14 → Jun 25 Created ▶ Running 71 71
Jun 25 → Jun 27 Assigned ▶ Running 2 73
Jun 27 → Jun 27 Entered ▶ Running 0 73
Jun 27 → Jul 24 On Hold ▶ Running 18 91
Jul 24 → Aug 6 Ready for Scheduling ▶ Running 9 100
Aug 6 → Sep 18 Ready for Release ⏸ Paused 30
Sep 18 → Sep 18 Assigned ▶ Running 0 100
Sep 18 → Sep 24 Scheduled ▶ Running 4 104
Sep 24 → Sep 24 Tech On Site ▶ Running 0 104
Holding 120.4d (excluded)
Coordinators 17.0d
Field Work 0.2d
Billing 0.0d
✗ SLA Missed
Holding (excluded from total)
120.4 days
Coordinators
17.0 days
Over SLA
Field Work
0.2 days
Billing
0.0 days
Created: Mar 14, 2025 Due: Oct 31, 2025 Completed: Sep 24, 2025 (37 days early)
📅
134.7 days Total Age
⏱️
71.7d in Ready for Release Longest Stage
🔄
10 transitions Status Changes
⚠️
13.4d 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 71.7 days stuck in "Ready for Release"
⏱️
Total Delay 13.4 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Ready for Release
101.9d
Assigned
3.1d / 0.5d SLA
On Hold
18.4d
Ready for Scheduling
9.4d / 1.0d SLA
Scheduled
4.6d / 2.0d SLA
Tech On Site
0.2d / 1.0d SLA
Closed
0.5d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

CONFIRMED


9/18/25 RCook- Spoke Twanda, scheduled for 9/24/25. Arrival time between 11AM-2PM. 


08/26/2025 LHill-spoke with Twanda Greene at 708-225-3382 confirmed contact and equipment below.

Unit is onsite: yes

Scheduling ahead needed: Yes

Certain day or time: M-F 8 am – 4 pm

Confirmed contact information is correct: Yes

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


08/25/2025 LHill- LM at 708-225-3382 to confirm equipment & contact.  


08/07/2025 LHill-LM at 708-225-3382 for Twanda Greene to confirm equipment & contact. 


07/24/2025 ABelyea - see updated contact info

6/27/25 RCook- Spoke with receptionist states that we need to call the headquarters to schedule this. Asked if they had the number that I needed to call and he stated he did not. Escalating WO to account manager for contact assistance. 


6/26/25 RCook- Spoke with Dorothy, offered to schedule for 7/2/25 arrival time between 1-3PM. Dorothy placed me on hold for over 5 minutes. No response. 

🔧 Work Performed
9/24/2025 M. Huffman. Completed the PM, field service report and obtained signature from Customer Twanda. 6/27/25 RCook- Spoke with receptionist states that we need to call the headquarters to schedule this. Asked if they had the number that I needed to call and he stated he did not. Escalating WO to account manager for contact assistance. 6/26/25 RCook- Spoke with Dorothy, offered to schedule for 7/2/25 arrival time between 1-3PM. Dorothy placed me on hold for over 5 minutes. No response.
🔍 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-01256411
Type: Preventive Maintenance
Priority: PSM
🚨 72.0 business days
👷
2 Technician Assigned Jun 25, 11:04 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Release
To: Assigned
Duration in Previous: 102d 20h
3.0 business days
🆕
Status: Entered by Rhea Berry Jun 27, 4:34 PM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 2d 5h, 0m
🚨 18.9 business days
📅
Status: Ready for Scheduling by Allison Belyea Jul 24, 5:11 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 27d 0h
⚠️ 9.9 business days
Status: Ready for Release by Rhea Berry Aug 6, 5:55 PM
From: Ready for Scheduling
To: Ready for Release
Duration in Previous: 13d 0h
🚨 30.8 business days
👷
2 Technician Assigned Sep 18, 2:41 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Release
To: Assigned
Duration in Previous: 42d 20h
🗓️
2 Status: Scheduled Sep 18, 3:22 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2025-09-24T16:00:00.000+0000
⚠️ 5.0 business days
🔧
Status: Tech On Site by MICHAEL HUFFMAN Sep 24, 10:15 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 5d 18h
⏱️
3x Labor Added Sep 24, 10:38 AM
Type: Labor, Travel
Status: Open
Qty: 1, 0.5, 22
✔️
Status: Completed by MICHAEL HUFFMAN Sep 24, 11:36 AM
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 1h 20m
📄
2 Status: Ready to Bill Sep 24, 3:54 PM
Status: Ready to Bill → Status: Invoice Pending
📨
Status: Invoice Pending by Hannah Shaw
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 1m, 0m
4.0 business days
🧾
Invoice Created Sep 29, 10:55 AM
Invoice Number: SM-241896

Bottlenecks

Assigned
Duration: 3.0 business days (threshold: 4.0 business hours)
Exceeded by 2.5 business days
Ready for Scheduling
Duration: 9.4 business days (threshold: 1.0 business days)
Exceeded by 8.4 business days
Scheduled
Duration: 4.6 business days (threshold: 2.0 business days)
Exceeded by 2.6 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
Sep 24, 12:00 PM
Created
Mar 14, 2:35 PM
Invoice #
SM-241896

Work Details (3)

Name Type Status Qty Amount Date
WL-02947235 Labor Open 1 $0.00 Sep 24, 10:38 AM
WL-02947236 Labor Open 0.5 $0.00 Sep 24, 10:38 AM
WL-02947237 Travel Open 22 $0.00 Sep 24, 10:38 AM

Details