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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01275303 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 Caterpillar Mapleton — 8826 US Hwy 24, Mapleton IL, 61547

May 23, 2025 → Sep 10, 2025

✅ Completed
PSM
SLA Clock
Last business day of May 2025 · Target: May 30, 2025
✗ SLA Missed (51 biz days late)
Active: 56 biz days
Paused: 18 biz days
🕐 Clock stopped: Completed (Sep 10, 2025)
▶ Clock Running
Status: Created
May 23 → May 23, 2025
0 business days (counted)
Running total: 0 of ? biz days used
13d
▶ Clock Running
Status: Ready for Scheduling
May 23 → Jun 12, 2025
13 business days (counted)
Running total: 13 of ? biz days used
13d
▶ Clock Running
Status: Assigned
Jun 12 → Jul 2, 2025
13 business days (counted)
Running total: 26 of ? biz days used
▶ Clock Running
Status: Scheduled
Jul 2 → Jul 10, 2025
5 business days (counted)
Running total: 31 of ? biz days used
▶ Clock Running
Status: Entered
Jul 10 → Jul 10, 2025
0 business days (counted)
Running total: 31 of ? biz days used
⏸18d
⏸ Clock Paused
Status: Ready for Release
Jul 10 → Aug 5, 2025
18 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
Aug 5 → Aug 8, 2025
3 business days (counted)
Running total: 34 of ? biz days used
6d
▶ Clock Running
Status: Assigned
Aug 8 → Aug 18, 2025
6 business days (counted)
Running total: 40 of ? biz days used
▶ Clock Running
Status: Scheduled
Aug 18 → Aug 22, 2025
4 business days (counted)
Running total: 44 of ? biz days used
▶ Clock Running
Status: Reschedule
Aug 22 → Aug 22, 2025
0 business days (counted)
Running total: 44 of ? biz days used
▶ Clock Running
Status: Entered
Aug 22 → Aug 22, 2025
0 business days (counted)
Running total: 44 of ? biz days used
▶ Clock Running
Status: Assigned
Aug 22 → Aug 26, 2025
2 business days (counted)
Running total: 46 of ? biz days used
10d
▶ Clock Running
Status: Scheduled
Aug 26 → Sep 10, 2025
10 business days (counted)
Running total: 56 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 10 → Sep 10, 2025
0 business days (counted)
Running total: 56 of ? biz days used
Created: May 23, 2025 Completed: Sep 10, 2025
Show SLA Clock Detail (14 periods)
Period Status Clock Biz Days Running Total
May 23 → May 23 Created ▶ Running 0 0
May 23 → Jun 12 Ready for Scheduling ▶ Running 13 13
Jun 12 → Jul 2 Assigned ▶ Running 13 26
Jul 2 → Jul 10 Scheduled ▶ Running 5 31
Jul 10 → Jul 10 Entered ▶ Running 0 31
Jul 10 → Aug 5 Ready for Release ⏸ Paused 18
Aug 5 → Aug 8 Ready for Scheduling ▶ Running 3 34
Aug 8 → Aug 18 Assigned ▶ Running 6 40
Aug 18 → Aug 22 Scheduled ▶ Running 4 44
Aug 22 → Aug 22 Reschedule ▶ Running 0 44
Aug 22 → Aug 22 Entered ▶ Running 0 44
Aug 22 → Aug 26 Assigned ▶ Running 2 46
Aug 26 → Sep 10 Scheduled ▶ Running 10 56
Sep 10 → Sep 10 Tech On Site ▶ Running 0 56
Dispatch 0.0d
Holding 18.2d (excluded)
Coordinators 63.1d
Field Work 0.4d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
18.2 days
Coordinators
63.1 days
Over SLA
Field Work
0.4 days
Billing
0.0 days
Created: May 23, 2025 Due: Jun 30, 2025 Completed: Sep 10, 2025 (71 days late)
📅
75.0 days Total Age
⏱️
18.2d in Ready for Release Longest Stage
🔄
14 transitions Status Changes
⚠️
52.9d 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 • 285 days old
🚨
Primary Delay 18.2 days stuck in "Ready for Release"
⏱️
Total Delay 52.9 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.0d / 0.5d SLA
Ready for Scheduling
17.5d / 1.0d SLA
Assigned
23.4d / 0.5d SLA
Scheduled
21.3d / 2.0d SLA
Ready for Release
18.2d
Reschedule
1.0d / 2.0d SLA
Tech On Site
0.4d / 1.0d SLA
Closed
1.3d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

SN#550-032633 was updated to WO.

field service report and obtained signature from Ashley Anderson


8/26/25 RCook- Spoke with Ashley, scheduled for 9/10/25. Arrival time between 1-3PM.


8/25/25 RCook- LM with Ashley to schedule for 9/10/25 with arrival time between 1-3PM. 


8/22/25 RCook- LM with Ashley to schedule for 9/10/25 with arrival time between 1-3PM. 


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.





8/21/25 CDempsey- Tech Alan could not reach the customer after repeated attempts leaving voicemail and emailing to notify that he was running late. Site requires escort therefore crucial to make contact prior to arrival.

8/18/2025 CRamen Asley returned call and scheduled for Thursday 8/21/2025 between 12-2pm. 


8/8/2025 CRamen left a vm for Ashley as shes on to return call to schedule for Thursday 8/21/2025 between 12-2pm. 


CONFIRMED


08/5/2025 LHill-contact was confirmed on 07/02/2025.


7/11/25 RCook- LM with Ashley advising we will need to reschedule. Advised that we will call back as soon as possible to reschedule. 


7/10/25 RCook- Per LYoder via Teams call, technician is no longer with EMSAR. Returning WO to dispatch and placing back in RFR. Will reach out to location in the morning on 7/11/25 to advise WO needs to be rescheduled.


7/2/25 RCook- Spoke with Ashley Anderson, scheduled for 7/10/25. Arrival time between 11AM-1PM


6/30/25 RCook- LM with Ashley Anderson to schedule for 7/10/25. Arrival time between 11AM-1PM. 


6/3/25 RCook- LM with Ashley to discuss scheduling. 

🔧 Work Performed
9/10/2025 M. Huffman. Took a photo of the serial number which is 550032633 and attached the photo to this work order. Completed the PM, field service report and obtained signature from Ashley Anderson.
🔍 Technician Findings
Counter# 78,614. Kiosk does not show signs of customer damage. Kiosk is fully operational. Yes Was the kiosk unplugged on arrival? No
⚠️ Problem Description
There is a mandatory 4 business days in which to complete this work. If you have questions or require technical support during the service, call 931-284-4999 and follow the prompts to reach the EMSAR Level II Support team for assistance (Support Hours are Monday-Friday from 8:00 AM EST until 8:00 PM EST). Provide the team member with the Work Order number, location, and 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

📋
2 Work Order Created May 23, 11:14 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
🚨 14.0 business days
👷
2 Technician Assigned Jun 12, 8:49 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Scheduling
To: Assigned
Duration in Previous: 19d 21h
🚨 14.0 business days
🗓️
2 Status: Scheduled Jul 2, 9:37 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2025-07-10T16:45:00.000+0000
⚠️ 6.0 business days
🆕
Status: Entered by Rhea Berry Jul 10, 6:05 PM
From: Scheduled, Entered
To: Entered, Ready for Release
Duration in Previous: 8d 8h, 0m
🚨 18.7 business days
📅
Status: Ready for Scheduling by Laura Hill Aug 5, 4:15 PM
From: Ready for Release
To: Ready for Scheduling
Duration in Previous: 25d 22h
4.0 business days
👷
2 Technician Assigned Aug 8, 5:10 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling
To: Assigned
Duration in Previous: 3d 0h
⚠️ 6.9 business days
🗓️
2 Status: Scheduled Aug 18, 12:46 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2025-08-21T16:30:00.000+0000
4.0 business days
📅
Dispatch Scheduled by Charles Ramen Aug 21, 1:04 PM
Scheduled For: 2025-08-21T18:00:00.000+0000, 2025-08-21T17:00:00.000+0000
🔄
Status: Reschedule by Craig Dempsey Aug 21, 10:55 PM
From: Scheduled
To: Reschedule
Duration in Previous: 3d 10h
🆕
2 Status: Entered Aug 22, 10:32 AM
Status: Entered → Technician Assigned
👷
Technician Assigned by Rhea Berry
Technician: Mike Huffman
3.0 business days
🗓️
2 Status: Scheduled Aug 26, 10:17 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2025-09-10T18:00:00.000+0000
🚨 11.0 business days
🔧
Status: Tech On Site by MICHAEL HUFFMAN Sep 10, 2:32 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 15d 4h
⏱️
5x Labor Added Sep 10, 4:41 PM
Type: Labor, Travel
Status: Open
Qty: 1.5, 0.5, 12, 42
✔️
Status: Completed by MICHAEL HUFFMAN Sep 10, 5:45 PM
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 3h 13m, 0m
📄
Status: Ready to Bill by Hannah Shaw Sep 11, 9:51 AM
From: Closed
To: Ready to Bill
Duration in Previous: 16h 4m
📨
Status: Invoice Pending by Hannah Shaw Sep 11, 10:10 AM
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 19m, 0m
3.0 business days
🧾
Invoice Created Sep 15, 11:49 AM
Invoice Number: SM-240577

Bottlenecks

Ready for Scheduling
Duration: 14.0 business days (threshold: 1.0 business days)
Exceeded by 13.0 business days
Assigned
Duration: 14.0 business days (threshold: 4.0 business hours)
Exceeded by 13.5 business days
Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Ready for Scheduling
Duration: 3.5 business days (threshold: 1.0 business days)
Exceeded by 2.5 business days
Assigned
Duration: 6.4 business days (threshold: 4.0 business hours)
Exceeded by 5.9 business days
Scheduled
Duration: 4.3 business days (threshold: 2.0 business days)
Exceeded by 2.3 business days
Assigned
Duration: 3.0 business days (threshold: 4.0 business hours)
Exceeded by 2.5 business days
Scheduled
Duration: 11.0 business days (threshold: 2.0 business days)
Exceeded by 9.0 business days
Closed
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.2 business hours

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Mike Huffman
Scheduled
Sep 10, 2:00 PM
Created
May 23, 11:14 AM
Invoice #
SM-240577

Work Details (5)

Name Type Status Qty Amount Date
WL-02931470 Labor Open 1.5 $0.00 Sep 10, 4:41 PM
WL-02931471 Labor Open 0.5 $0.00 Sep 10, 4:41 PM
WL-02931472 Labor Open 1.5 $0.00 Sep 10, 4:41 PM
WL-02931473 Travel Open 12 $0.00 Sep 10, 4:41 PM
WL-02931474 Travel Open 42 $0.00 Sep 10, 4:41 PM

Details