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← WO Overview

WO-01256546 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 MARVIN WINDOWS & DOORS — 401 State Ave N, WARROAD MN, 56763

Mar 14, 2025 → Sep 18, 2025

✅ Completed
PSM
SLA Clock
Last business day of March 2025 · Target: Mar 31, 2025
✗ SLA Missed (118 biz days late)
Active: 130 biz days
🕐 Clock stopped: Completed (Sep 18, 2025)
124d
▶ Clock Running
Status: Created
Mar 14 → Sep 10, 2025
124 business days (counted)
Running total: 124 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 10 → Sep 11, 2025
1 business day (counted)
Running total: 125 of ? biz days used
▶ Clock Running
Status: Scheduled
Sep 11 → Sep 18, 2025
5 business days (counted)
Running total: 130 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 18 → Sep 18, 2025
0 business days (counted)
Running total: 130 of ? biz days used
Created: Mar 14, 2025 Completed: Sep 18, 2025
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Mar 14 → Sep 10 Created ▶ Running 124 124
Sep 10 → Sep 11 Assigned ▶ Running 1 125
Sep 11 → Sep 18 Scheduled ▶ Running 5 130
Sep 18 → Sep 18 Tech On Site ▶ Running 0 130
Holding 124.7d (excluded)
Coordinators 7.6d
Field Work 0.1d
Billing 0.6d
✗ SLA Missed
Holding (excluded from total)
124.7 days
Coordinators
7.6 days
Over SLA
Field Work
0.1 days
Billing
0.6 days
Created: Mar 14, 2025 Due: Dec 31, 2025 Completed: Sep 18, 2025 (104 days early)
📅
130.7 days Total Age
⏱️
124.7d in Ready for Release Longest Stage
🔄
8 transitions Status Changes
⚠️
5.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
1 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 124.7 days stuck in "Ready for Release"
⏱️
Total Delay 5.1 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Ready for Release
124.7d
Assigned
1.6d / 0.5d SLA
Scheduled
6.0d / 2.0d SLA
Tech On Site
0.0d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
0.1d / 1.0d SLA
Ready to Bill
0.5d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

CONFIRMED


09/11/2025 LHill-spoke w/Paloma at 218-386-4123 and she confirmed that 09/18 arrival time between 8-10 works for her. See logged call on WO-01256544.



09/02/2025 LHill-rec’d email from Palma Lang (Ph. 218-386-4123 )She confirmed contact and equipment.

Unit is onsite:  Yes, they have 3 units

Scheduling ahead needed: Yes.Will need escort he technician through the plant to each machine.

Certain day or time: 

Confirmed contact information is correct: Yes. Palma Lang (Ph. 218-386-4123 )

Unit is in a public area but within a locked facility



09/2/2025 LHill- LM at 218.386.4123 for Paloma Lang to confirm equipment & contact. See logged call on WO-01256544.  


09/2/2025 LHill-sent email to Palma Lang. See logged email on WO-01256544.


08/29/2025 LHill-rec'd email from Brittany-We do not have any of these machines over at Marvin Headquarters. Paloma Lang will be your best point of contact as they have a few over at the MFG plant.

 

I have CC’d Paloma here.

See logged email on WO-01256544.


08/27/2025 LHill-sent email to BrittanyMc@marvin.com See Logged email on WO-01256544.


08/27/2025 LHill- LM at 218.386.4123 for Paloma Lang to confirm equipment & contact.  See Logged call on WO-01256544.


08/27/2025 LHill- Called 218) 386-1430 for Gene Harmer to confirm equipment & contact. Gene Harmer is not the contact. was transferred to the call center and she wasn't pulling up this location. See Logged call on WO-01256544. 

🔧 Work Performed
9/18/25 Completed PM Completed paperwork Closed WO
🔍 Technician Findings
Unit needed PM No travel on this WO
⚠️ 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-01256546
Type: Preventive Maintenance
Priority: PSM
🚨 125.0 business days
👷
▶
2 Technician Assigned Sep 10, 3:20 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Release
To: Assigned
Duration in Previous: 180d 0h
🗓️
▶
2 Status: Scheduled Sep 11, 10:08 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Laura Hill
Scheduled For: 2025-09-18T14:00:00.000+0000
⚠️ 6.0 business days
🔧
Status: Tech On Site by Ronnie Salone Sep 18, 10:43 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 0h
⏱️
▶
2 Labor Added Sep 18, 11:02 AM
Labor Added → Status: Completed
✔️
Status: Completed by Ronnie Salone
From: Tech On Site
To: Completed
Duration in Previous: 21m
🏁
Status: Closed by Ronnie Salone Sep 18, 11:19 AM
From: Completed
To: Closed
Duration in Previous: 14m
📄
Status: Ready to Bill by Timothy Amburgey Sep 18, 11:49 AM
From: Closed
To: Ready to Bill
Duration in Previous: 29m
📨
▶
2 Status: Invoice Pending Sep 18, 4:12 PM
Status: Invoice Pending → Status: Invoiced
💰
Status: Invoiced by Hannah Shaw
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
⏳ 3.0 business days
🧾
Invoice Created Sep 22, 9:46 AM
Invoice Number: SM-241350

Bottlenecks

Assigned
Duration: 1.6 business days (threshold: 4.0 business hours)
Exceeded by 1.1 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
Ronnie Salone
Scheduled
Sep 18, 10:00 AM
Created
Mar 14, 2:35 PM
Invoice #
SM-241350

Work Details (1)

Name Type Status Qty Amount Date
WL-02940727 Labor Open 0.25 $0.00 Sep 18, 11:02 AM

Details