Detailed work order timeline, KPIs, and analysis
TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM
📍 Caterpillar Bldg E — 14009 Old Galena Road, Chillicothe IL, 61552
May 23, 2025 → Sep 9, 2025
| Period | Status | Clock | Biz Days | Running Total |
|---|---|---|---|---|
| May 23 → May 23 | Created | ▶ Running | 0 | 0 |
| May 23 → Jun 3 | Ready for Scheduling | ▶ Running | 6 | 6 |
| Jun 3 → Jun 3 | On Hold | ▶ Running | 0 | 6 |
| Jun 3 → Jun 11 | Ready for Scheduling | ▶ Running | 6 | 12 |
| Jun 11 → Jun 11 | Assigned | ▶ Running | 0 | 12 |
| Jun 11 → Jun 19 | Scheduled | ▶ Running | 5 | 17 |
| Jun 19 → Jun 23 | Reschedule | ▶ Running | 2 | 19 |
| Jun 23 → Jul 2 | Assigned | ▶ Running | 7 | 26 |
| Jul 2 → Jul 2 | Entered | ▶ Running | 0 | 26 |
| Jul 2 → Jul 24 | On Hold | ▶ Running | 15 | 41 |
| Jul 24 → Aug 6 | Ready for Scheduling | ▶ Running | 9 | 50 |
| Aug 6 → Aug 13 | Ready for Release | ⏸ Paused | 5 | — |
| Aug 13 → Aug 22 | Ready for Scheduling | ▶ Running | 7 | 57 |
| Aug 22 → Aug 25 | Assigned | ▶ Running | 1 | 58 |
| Aug 25 → Sep 9 | Scheduled | ▶ Running | 10 | 68 |
| Sep 9 → Sep 9 | Tech On Site | ▶ Running | 0 | 68 |
field service report and obtained signature from Customer Andrea Jackson.
CONFIRMED
8/25/25 RCook- Spoke with Andrea Jackson, scheduled all 6 buildings for 9/9/25. Technician's arrival time will be between 8-10AM. Tech will need to check in with security at bldg Y-17. There will be quick safety video. If technician is in personal vehicle he will not be able to take it on the lot. If he is in an EMSAR vehicle he will just need to check in with security. If needed, Andrea's cell is 309-620-7562. See logged call on WO-01256166
8/25/25 RCook- LM with Andrea Jackson to schedule all 6 PMs for 9/9/25. Arrival time between 8-10AM. See logged call on WO-01256166
8/22/25 RCook- LM with Andrea Jackson to schedule all 6 PMs for 9/9/25. Arrival time between 8-10AM. See logged call on WO-01256166
8/22/25 RCook- Sent teams message to DCarvalho asking if it has been determined which St Louis tech is taking this WO. Per DCarlvalho, Kevin is already running a route next week up in the area and is fully booked. Not sure we'll get them to come up again. May need to put these on Alan or Mike huffman to complete. Waiting on confirmation on who to send to complete PMs. Per D Carvalho schedule for Mike Huffman for the week of 9/8/25.
8/19/25 RCook- Per DCarvalho is ASC meeting Caterpillar PMs should go to St Louis techs. States he will get with ASC for these techs to discuss.
08/13/2025 LHill-rec'd call from Andrea Jackson at 309-578-8148. She confirmed contact and equipment at 6 locations.
Unit is onsite: yes
Scheduling ahead needed: Yes. If tech comes in company vehicle, he needs to check in with Security and take a quick safety video
Certain day or time: anytime
Confirmed contact information is correct: yes
Unit is in a public area.
08/13/2025 LHill returned call from Andrea Jackson. Had to leave a message.
08/11/2025 LHill-Called at 309-620-7562 for Andrea Jackson to confirm equipment & contact. This is her personal cell number and she is currently on vacation for her sons wedding right now and would appreciate we call her back after her vacation in a few days.
08/11/2025 LHill Called 309-578-4571 for Andrea Jackson to confirm equipment & contract. Rings a fast busy signal. Unable to leave a message.
08/11/2025 LHill-LM at 309-578-8148 for Andrea Jackson to confirm equipment & contact.
08/07/2025 LHill-emailed Andrea Jackson at jackson.andrea@cat.com for contact and equipment confirmation.
08/07/2025 LHill-LM at 309-578-8148 for Andrea Jackson to confirm equipment & contact. Could not log call in RC logged call manually.
07/24/2025 ABelyea - see updated contact info
7/2/25 RCook- Placing WO on hold and escalating to account manager due to contact issues.
7/2/25 RCook- LM at 309-578-8148 to schedule. See logged call on WO-01256251
7/2/25 RCook- Called 309-578-4571 to schedule. Busy tone. See logged call on WO-01275288
6/30/25 RCook- Spoke with Bob, states Andrea Jackson is OOO today and I will need to call back tomorrow to schedule. See logged call on WO-01256251
6/3/25 RCook- Called 309-512-8148, automated message states" the person you are calling cannot be reached at this time" and disconnected. Could not leave VM. See logged call on WO-01256166
6/3/25 ABelyea - updated POC to Andrea Jackson 309-578-4571
6/3/25 RCook- Placing WO on hold and escalating to account manager. No contact information listed in the WO or on the location.
| Name | Type | Status | Qty | Amount | Date |
|---|---|---|---|---|---|
| WL-02929491 | Labor | Open | 2 | $0.00 | Sep 9, 9:52 AM |
| WL-02929492 | Labor | Open | 0.5 | $0.00 | Sep 9, 9:52 AM |
| WL-02929493 | Travel | Open | 22 | $0.00 | Sep 9, 9:52 AM |