Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01256413 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 Schulze & Burch Biscuit Co — 1133 W 35th St, Chicago IL, 60609

Mar 14, 2025 → Oct 2, 2025

✅ Completed
PSM
SLA Clock
Last business day of March 2025 · Target: Mar 31, 2025
✗ SLA Missed (108 biz days late)
Active: 120 biz days
Paused: 20 biz days
🕐 Clock stopped: Completed (Oct 2, 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 → Jul 1, 2025
4 business days (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
22d
▶ Clock Running
Status: On Hold
Jul 1 → Aug 1, 2025
22 business days (counted)
Running total: 97 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Aug 1 → Aug 6, 2025
3 business days (counted)
Running total: 100 of ? biz days used
⏸14d
⏸ Clock Paused
Status: Ready for Release
Aug 6 → Aug 26, 2025
14 business days (not counted)
▶ Clock Running
Status: On Hold
Aug 26 → Sep 10, 2025
10 business days (counted)
Running total: 110 of ? biz days used
⏸ Clock Paused
Status: Ready for Release
Sep 10 → Sep 18, 2025
6 business days (not counted)
▶ Clock Running
Status: Assigned
Sep 18 → Sep 25, 2025
5 business days (counted)
Running total: 115 of ? biz days used
▶ Clock Running
Status: Scheduled
Sep 25 → Oct 2, 2025
5 business days (counted)
Running total: 120 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 2 → Oct 2, 2025
0 business days (counted)
Running total: 120 of ? biz days used
Created: Mar 14, 2025 Completed: Oct 2, 2025
Show SLA Clock Detail (11 periods)
Period Status Clock Biz Days Running Total
Mar 14 → Jun 25 Created ▶ Running 71 71
Jun 25 → Jul 1 Assigned ▶ Running 4 75
Jul 1 → Jul 1 Entered ▶ Running 0 75
Jul 1 → Aug 1 On Hold ▶ Running 22 97
Aug 1 → Aug 6 Ready for Scheduling ▶ Running 3 100
Aug 6 → Aug 26 Ready for Release ⏸ Paused 14
Aug 26 → Sep 10 On Hold ▶ Running 10 110
Sep 10 → Sep 18 Ready for Release ⏸ Paused 6
Sep 18 → Sep 25 Assigned ▶ Running 5 115
Sep 25 → Oct 2 Scheduled ▶ Running 5 120
Oct 2 → Oct 2 Tech On Site ▶ Running 0 120
Holding 126.6d (excluded)
Coordinators 20.3d
Field Work 0.3d
Billing 0.0d
✗ SLA Missed
Holding (excluded from total)
126.6 days
Coordinators
20.3 days
Over SLA
Field Work
0.3 days
Billing
0.0 days
Created: Mar 14, 2025 Due: Oct 31, 2025 Completed: Oct 2, 2025 (29 days early)
📅
140.7 days Total Age
⏱️
71.7d in Ready for Release Longest Stage
🔄
12 transitions Status Changes
⚠️
16.3d 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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Generating AI analysis...
Completed with significant delays
Invoiced • 355 days old
🚨
Primary Delay 71.7 days stuck in "Ready for Release"
⏱️
Total Delay 16.3 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Ready for Release
92.9d
Assigned
10.7d / 0.5d SLA
On Hold
33.7d
Ready for Scheduling
3.6d / 1.0d SLA
Scheduled
6.0d / 2.0d SLA
Tech On Site
0.3d / 1.0d SLA
Closed
0.2d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/25/2025 CRamen logged email response: 10/2 would be fine. The machine is in the Bldg. 1 cafeteria. Your Tech should check in with the guard at our security entrance in the rear of Bldg. 1, our entrance  is located off Racine Ave. at about 36th street. If he has any issues he can call me. 630-247-8494. Thanks, Dan


9/25/25 RCook- Emailed Daniel Devereux to schedule for 10/2 with an arrival time between 1-3PM. Also asked if there is anything the technician needs to access the site and/or blood pressure machine. Waiting for confirmation. See logged email.


09/24/2025 LHill-sent email to Daniel Devereux at daniel.devereux@schulzeburch.com to confirm contact & equipment.


09/10/2025 ABelyea - POC out of office until 9/22, updated contact info

08/26/2025 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.


08/26/2025 LH sent email to teresa.lopez@schulzeburch.com and ricarda.garcia@schulzeburch0.onmicrosoft.com See logged email


08/26/2025 LHill- LM at 773-650-6717 to confirm equipment & contact.  


08/25/2025 LH sent email to teresa.lopez@schulzeburch.com and ricarda.garcia@schulzeburch0.onmicrosoft.com


08/07/2025 LH sent email to teresa.lopez@schulzeburch.com and ricarda.garcia@schulzeburch0.onmicrosoft.com


08/01/2025 ABelyea - per TMS, contact Health and Safety team teresa.lopez@schulzeburch.com and ricarda.garcia@schulzeburch0.onmicrosoft.com

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.


6/27/25 RCook- LM at 773-650-6717 to schedule for 7/3/25. Arrival time between 9-11AM. 


6/12/2025 CRamen left a vm for a returned call to schedule for Monday 6/16/2025 between 9-11am. 

🔧 Work Performed
10/2/2025 Mike Huffman. Completed the PM, field service report and obtained signature. 08/26/2025 LH sent email to teresa.lopez@schulzeburch.com and ricarda.garcia@schulzeburch0.onmicrosoft.com See logged email 08/26/2025 LHill- LM at 773-650-6717 to confirm equipment & contact. 08/25/2025 LH sent email to teresa.lopez@schulzeburch.com and ricarda.garcia@schulzeburch0.onmicrosoft.com 08/07/2025 LH sent email to teresa.lopez@schulzeburch.com and ricarda.garcia@schulzeburch0.onmicrosoft.com
🔍 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-01256413
Type: Preventive Maintenance
Priority: PSM
🚨 72.0 business days
👷
2 Technician Assigned Jun 25, 10:51 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Release
To: Assigned
Duration in Previous: 102d 20h
⚠️ 5.0 business days
🆕
Status: Entered by Rhea Berry Jul 1, 1:18 PM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 6d 2h, 0m
🚨 23.0 business days
📅
Status: Ready for Scheduling by Allison Belyea Aug 1, 3:00 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 31d 1h
4.0 business days
Status: Ready for Release by Rhea Berry Aug 6, 5:56 PM
From: Ready for Scheduling
To: Ready for Release
Duration in Previous: 5d 2h
🚨 14.8 business days
⏸️
Status: On Hold by Laura Hill Aug 26, 1:20 PM
From: Ready for Release
To: On Hold
Duration in Previous: 19d 19h
🚨 11.0 business days
Status: Ready for Release by Allison Belyea Sep 10, 11:05 AM
From: On Hold
To: Ready for Release
Duration in Previous: 14d 21h
⚠️ 7.0 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: 8d 3h
⚠️ 6.0 business days
📅
2 Dispatch Scheduled Sep 25, 10:58 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Charles Ramen
From: Assigned
To: Scheduled
Duration in Previous: 6d 20h
⚠️ 6.0 business days
🔧
Status: Tech On Site by MICHAEL HUFFMAN Oct 2, 1:47 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 2h
⏱️
3x Labor Added Oct 2, 2:30 PM
Type: Labor, Travel
Status: Open
Qty: 1, 24
⏱️
2 2x Labor Added Oct 2, 4:15 PM
2x Labor Added → Status: Completed
✔️
Status: Completed by MICHAEL HUFFMAN
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 2h 28m, 0m
📄
2 Status: Ready to Bill Oct 2, 5:44 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
🚨 14.8 business days
🧾
Invoice Created Oct 23, 10:46 AM
Invoice Number: SM-242681

Bottlenecks

Assigned
Duration: 5.0 business days (threshold: 4.0 business hours)
Exceeded by 4.5 business days
Ready for Scheduling
Duration: 3.6 business days (threshold: 1.0 business days)
Exceeded by 2.6 business days
Assigned
Duration: 5.7 business days (threshold: 4.0 business hours)
Exceeded by 5.2 business days
Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 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 2, 2:15 PM
Created
Mar 14, 2:35 PM
Invoice #
SM-242681

Work Details (5)

Name Type Status Qty Amount Date
WL-02957739 Labor Open 1 $0.00 Oct 2, 2:30 PM
WL-02957740 Labor Open 1 $0.00 Oct 2, 2:30 PM
WL-02957741 Travel Open 24 $0.00 Oct 2, 2:30 PM
WL-02957880 Labor Open 1.5 $0.00 Oct 2, 4:15 PM
WL-02957881 Travel Open 28 $0.00 Oct 2, 4:15 PM

Details