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WO-01277244 ↗ ServiceMax

GULDMANN INC • Inspection • PC

📍 Hillsboro Medical Center — 335 SE 8th Ave, Hillsboro OR, 97123

Jun 3, 2025 → Jul 31, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Jul 31, 2025
✓ SLA Met (15 biz days early)
Active: 25 biz days
🕐 Clock stopped: Tech Off Site (Jul 10, 2025)
▶ Clock Running
Status: Created
Jun 3 → Jun 3, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jun 3 → Jun 4, 2025
1 business day (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Assigned
Jun 4 → Jun 4, 2025
0 business days (counted)
Running total: 1 of ? biz days used
23d
▶ Clock Running
Status: Scheduled
Jun 4 → Jul 9, 2025
23 business days (counted)
Running total: 24 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jul 9 → Jul 10, 2025
1 business day (counted)
Running total: 25 of ? biz days used
Created: Jun 3, 2025 Tech Off Site: Jul 10, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Jun 3 → Jun 3 Created ▶ Running 0 0
Jun 3 → Jun 4 Ready for Scheduling ▶ Running 1 1
Jun 4 → Jun 4 Assigned ▶ Running 0 1
Jun 4 → Jul 9 Scheduled ▶ Running 23 24
Jul 9 → Jul 10 Tech On Site ▶ Running 1 25
Dispatch 0.0d
Holding 11.6d (excluded)
Coordinators 25.3d
Field Work 3.3d
Billing 28.1d
✓ SLA Met
Dispatch
0.0 days
Holding (excluded from total)
11.6 days
Coordinators
25.3 days
Over SLA
Field Work
3.3 days
Over SLA
Billing
28.1 days
Over SLA
Created: Jun 3, 2025 Due: Jul 31, 2025 Completed: Jul 31, 2025 (on time)
📅
40.6 days Total Age
⏱️
23.1d in Scheduled Longest Stage
🔄
15 transitions Status Changes
⚠️
63.7d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
10 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
👤 Self-scheduled by Joshua Bjorem — scheduling delays attributed to technician, not coordinators
Visit 1 Jul 9, 2025
Visit 2 Jul 10, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00498498
Hillsboro Medical Center - RFQ for QTY 14 x GH3+ Inspections -Tech Bid Request
Closed
SOW: Lift Inspections: QTY 14 x INSP (Lift QTY 14 = GH3+)
Priority
Standard
Origin
Email
Reason
New Case
Contact
Kelly Kintzler
Owner
Sherry Reich
Created
Jun 3, 2025
Work Orders from this Case (2)
WO-01277244 (current) Invoiced
Inspection • Joshua Bjorem
Created: Jun 3, 2025 • Closed: Jul 31, 2025
WO-01311882 Invoiced
Inspection • Jeffrey Pastor
Created: Oct 29, 2025 • Closed: Nov 5, 2025
Completed with significant delays
Invoiced • 274 days old
🚨
Primary Delay 23.1 days stuck in "Scheduled"
⏱️
Total Delay 63.7 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
1.6d / 1.0d SLA
Assigned
0.6d / 0.5d SLA
Scheduled
23.1d / 2.0d SLA
Tech On Site
1.3d / 1.0d SLA
Tech Off Site
2.0d / 2.0d SLA
Closed
20.6d / 1.0d SLA
On Hold
11.6d
Ready to Bill
6.0d / 1.0d SLA
Billing Review
22.1d / 2.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10-15 Pgreen Per Kelly at Guldmann emailed customer to get written confirmation that they declined the last 3 units.

9/29/25 NFloyd - This is ready to bill

8/28/25 DPatton - Please add PM activity line on the smc (WDL is currently under Installation)

7-29 Pgreen chater to Nikki to see if the customer responded back

7-16 NFloyd We have 3 lifts remaining to inspect. Sent email to POC requesting options to address this.

6-4 Pgreen scheduled with POC

6-4 Pgreen needs to be completed in July. Site contact

Contact:

Robert Thatcher

tel: 503-681-1878 | cel: 503-707-5841

Robert.Thatcher@tuality.org


Email POC for scheduling

🔧 Work Performed
due to rooms being occupied and hospital scheduling conflicts we were only able to inspect 11 of 14 lifts. Lifts in rooms 1717c, 1814, 2629, 2631, 3222, 3322, 4410, 4411, 5506, 5511, 5532 were inspected and passed
🔍 Technician Findings
found 14 lifts needing PM inspections
⚠️ Problem Description
SOW: Lift Inspections: QTY 14 x INSP (Lift QTY 14 = GH3+)

Timeline

📞
Case Linked Jun 3, 2:37 PM
Case Number: 00498498
Subject: Hillsboro Medical Center - RFQ for QTY 14 x GH3+ Inspections -Tech Bid Request
Status: Closed
📋
2 Work Order Created Jun 3, 3:27 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
👷
2 Technician Assigned Jun 4, 2:12 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Peter Green
From: Ready for Scheduling
To: Assigned
Duration in Previous: 22h 44m
📅
2 Dispatch Scheduled Jun 4, 7:21 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Peter Green
From: Assigned
To: Scheduled
Duration in Previous: 5h 8m
🚨 23.6 business days
🔧
Status: Tech On Site by Joshua Bjorem Jul 9, 11:55 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 34d 16h
🚗
Status: Tech Off Site by Joshua Bjorem Jul 9, 10:20 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 10h 24m
2.2 business days
⏱️
2 10x Labor Added Jul 11, 4:35 PM
10x Labor Added → Status: Completed
✔️
Status: Completed by Joshua Bjorem
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 1d 18h, 0m
3.9 business days
⏸️
Status: On Hold by Nicole Floyd Jul 16, 3:22 PM
From: Closed
To: On Hold
Duration in Previous: 4d 22h
🚨 12.0 business days
🏁
Status: Closed by Peter Green Jul 31, 6:17 PM
From: On Hold
To: Closed
Duration in Previous: 15d 2h
🚨 17.7 business days
📄
Status: Ready to Bill by Nicole Floyd Aug 25, 2:14 PM
From: Closed
To: Ready to Bill
Duration in Previous: 24d 19h
3.0 business days
💵
Status: Billing Review by Diane Patton Aug 27, 12:45 PM
From: Ready to Bill
To: Billing Review
Duration in Previous: 1d 22h
📄
Status: Ready to Bill by Nicole Floyd Aug 27, 1:29 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 44m
💵
Status: Billing Review by Diane Patton Aug 28, 11:47 AM
From: Ready to Bill
To: Billing Review
Duration in Previous: 22h 18m
🚨 22.0 business days
📄
Status: Ready to Bill by Nicole Floyd Sep 29, 4:30 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 32d 4h
📨
2 Status: Invoice Pending Sep 30, 11:28 AM
Status: Invoice Pending → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🚨 11.0 business days
🧾
Invoice Created Oct 15, 11:35 AM
Invoice Number: SM-242386

Bottlenecks

Ready for Scheduling
Duration: 1.6 business days (threshold: 1.0 business days)
Exceeded by 4.5 business hours
Assigned
Duration: 5.1 business hours (threshold: 4.0 business hours)
Exceeded by 1.1 business hours
Scheduled
Duration: 23.1 business days (threshold: 2.0 business days)
Exceeded by 21.1 business days
Tech On Site
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.3 business hours
Closed
Duration: 3.4 business days (threshold: 1.0 business days)
Exceeded by 2.4 business days
Closed
Duration: 17.2 business days (threshold: 1.0 business days)
Exceeded by 16.2 business days
Ready to Bill
Duration: 2.7 business days (threshold: 1.0 business days)
Exceeded by 1.7 business days
Ready to Bill
Duration: 1.8 business days (threshold: 1.0 business days)
Exceeded by 6.5 business hours
Billing Review
Duration: 22.0 business days (threshold: 2.0 business days)
Exceeded by 20.0 business days
Ready to Bill
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 3.5 business hours

🔗 Related Artifacts

📞
Case 00498498
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Inspection
Branch
ERLA - PROD
Technician
Joshua Bjorem
Scheduled
N/A
Created
Jun 3, 3:27 PM
Invoice #
SM-242386

Work Details (10)

Name Type Status Qty Amount Date
WL-02862815 Labor Open 1 $0.00 Jul 11, 4:35 PM
WL-02862816 Labor Open 7 $945.00 Jul 11, 4:35 PM
WL-02862817 Labor Open 1.5 $0.00 Jul 11, 4:35 PM
WL-02862818 Labor Open 1 $0.00 Jul 11, 4:35 PM
WL-02862819 Labor Open 6 $0.00 Jul 11, 4:35 PM
WL-02862820 Labor Open 1.5 $0.00 Jul 11, 4:35 PM
WL-02862821 Travel Open 30 $0.00 Jul 11, 4:35 PM
WL-02862822 Travel Open 30 $0.00 Jul 11, 4:35 PM
WL-02862823 Travel Open 30 $0.00 Jul 11, 4:35 PM
WL-02862824 Travel Open 30 $0.00 Jul 11, 4:35 PM

Details