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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01296711 ↗ ServiceMax

PET PASSAGES (EMS) • Repair • P7

📍 Pet Passages (EMS) — 348 State Rt. 104, Ontario NY, 14519

Aug 8, 2025 → Jan 28, 2026

✅ Completed
P7
SLA Clock
7 business days from creation · Target: Aug 19, 2025
✗ SLA Missed (56 biz days late)
Active: 63 biz days
Paused: 52 biz days
Budget: 7 biz days
🕐 Clock stopped: Completed (Jan 28, 2026)
SLA Target
▶ Clock Running
Status: Created
Aug 8 → Aug 8, 2025
0 business days (counted)
Running total: 0 of 7 biz days used
▶ Clock Running
Status: Ready for Scheduling
Aug 8 → Aug 11, 2025
1 business day (counted)
Running total: 1 of 7 biz days used
▶ Clock Running
Status: Assigned
Aug 11 → Aug 22, 2025
9 business days (counted)
Running total: 10 of 7 biz days used
▶ Clock Running
Status: Scheduled
Aug 22 → Aug 28, 2025
4 business days (counted)
Running total: 14 of 7 biz days used
▶ Clock Running
Status: Tech On Site
Aug 28 → Aug 28, 2025
0 business days (counted)
Running total: 14 of 7 biz days used
▶ Clock Running
Status: Tech Off Site
Aug 28 → Aug 28, 2025
0 business days (counted)
Running total: 14 of 7 biz days used
▶ Clock Running
Status: Incomplete
Aug 28 → Sep 2, 2025
2 business days (counted)
Running total: 16 of 7 biz days used
▶ Clock Running
Status: L2 Screening
Sep 2 → Sep 3, 2025
1 business day (counted)
Running total: 17 of 7 biz days used
⏸43d
⏸ Clock Paused
Status: Awaiting Parts
Sep 3 → Nov 4, 2025
43 business days (not counted)
25d
▶ Clock Running
Status: Reschedule
Nov 4 → Dec 12, 2025
25 business days (counted)
Running total: 42 of 7 biz days used
10d
▶ Clock Running
Status: Scheduled
Dec 12 → Dec 29, 2025
10 business days (counted)
Running total: 52 of 7 biz days used
▶ Clock Running
Status: Tech Off Site
Dec 29 → Dec 30, 2025
1 business day (counted)
Running total: 53 of 7 biz days used
▶ Clock Running
Status: Incomplete
Dec 30 → Jan 8, 2026
6 business days (counted)
Running total: 59 of 7 biz days used
▶ Clock Running
Status: L2 Screening
Jan 8 → Jan 8, 2026
0 business days (counted)
Running total: 59 of 7 biz days used
⏸ Clock Paused
Status: Awaiting Parts
Jan 8 → Jan 22, 2026
9 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
Jan 22 → Jan 22, 2026
0 business days (counted)
Running total: 59 of 7 biz days used
▶ Clock Running
Status: Reschedule
Jan 22 → Jan 22, 2026
0 business days (counted)
Running total: 59 of 7 biz days used
▶ Clock Running
Status: Assigned
Jan 22 → Jan 23, 2026
1 business day (counted)
Running total: 60 of 7 biz days used
▶ Clock Running
Status: Scheduled
Jan 23 → Jan 28, 2026
3 business days (counted)
Running total: 63 of 7 biz days used
▶ Clock Running
Status: Tech On Site
Jan 28 → Jan 28, 2026
0 business days (counted)
Running total: 63 of 7 biz days used
Created: Aug 8, 2025 Completed: Jan 28, 2026
Business Days Used 63 / 7
0 7d budget +56d over
Show SLA Clock Detail (20 periods)
Period Status Clock Biz Days Running Total
Aug 8 → Aug 8 Created ▶ Running 0 0 / 7
Aug 8 → Aug 11 Ready for Scheduling ▶ Running 1 1 / 7
Aug 11 → Aug 22 Assigned ▶ Running 9 10 / 7
Aug 22 → Aug 28 Scheduled ▶ Running 4 14 / 7
Aug 28 → Aug 28 Tech On Site ▶ Running 0 14 / 7
Aug 28 → Aug 28 Tech Off Site ▶ Running 0 14 / 7
Aug 28 → Sep 2 Incomplete ▶ Running 2 16 / 7
Sep 2 → Sep 3 L2 Screening ▶ Running 1 17 / 7
Sep 3 → Nov 4 Awaiting Parts ⏸ Paused 43
Nov 4 → Dec 12 Reschedule ▶ Running 25 42 / 7
Dec 12 → Dec 29 Scheduled ▶ Running 10 52 / 7
Dec 29 → Dec 30 Tech Off Site ▶ Running 1 53 / 7
Dec 30 → Jan 8 Incomplete ▶ Running 6 59 / 7
Jan 8 → Jan 8 L2 Screening ▶ Running 0 59 / 7
Jan 8 → Jan 22 Awaiting Parts ⏸ Paused 9
Jan 22 → Jan 22 Ready for Scheduling ▶ Running 0 59 / 7
Jan 22 → Jan 22 Reschedule ▶ Running 0 59 / 7
Jan 22 → Jan 23 Assigned ▶ Running 1 60 / 7
Jan 23 → Jan 28 Scheduled ▶ Running 3 63 / 7
Jan 28 → Jan 28 Tech On Site ▶ Running 0 63 / 7
Dispatch 1.3d
Material Management 53.1d
Coordinators 58.8d
Field Work 2.1d
Incomplete 9.5d (excluded)
Billing 0.0d
✗ SLA Missed
Dispatch
1.3 days
Over SLA
Material Management
53.1 days
Over SLA
Coordinators
58.8 days
Over SLA
Field Work
2.1 days
Over SLA
Incomplete (excluded from total)
9.5 days
Billing
0.0 days
Created: Aug 8, 2025 Due: Dec 17, 2025 Completed: Jan 29, 2026 (42 days late)
📅
116.3 days Total Age
⏱️
44.0d in Awaiting Parts Longest Stage
🔄
23 transitions Status Changes
⚠️
98.1d over Total Delay
📦
2 orders, 0 quotes Parts & Quotes
📝
10 lines Work Details
🚩
3 visits On-Site Trips
👤
Self-Scheduled Scheduling
🚩
3 On-Site Visits (2 reschedules)
3 on-site visits — why were multiple trips needed?
👤 Self-scheduled by Erwin Forster — scheduling delays attributed to technician, not coordinators
Visit 1 Aug 28, 2025
Visit 2 Dec 29, 2025
Visit 3 Jan 28, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00517269
L2 review
Closed
Accepted Quote Q-00029420 How many pieces of equipment are in need of attention? 4 Manufacturer & Model: Ferno – Mini Cot Serial: 22N-475198, 21N-461075, 17N-371590, 22N-475197 Issue: Extension bar does not extend when the release button is pressed Technician to complete evaluation. if repairs can be completed, more labor may be needed. Parts for tech to have on hand if possibly needed, 2 set screws, 3652000 2 screws, 3352322 2 washers, 3852200 2 spacers, 8663396 2 nuts, 3301400 4 bolts, 3251675 2 rotary locks, 2363286 2 spacers, 8485184 Any further parts TBD
Priority
Standard
Origin
Web
Reason
New Case
Contact
Michael Harris
Owner
John Rolston
Created
Aug 7, 2025
Work Orders from this Case (4)
WO-01296707 Invoiced
Repair • Erwin Forster
Created: Aug 8, 2025 • Closed: Dec 29, 2025
WO-01296708 Invoiced
Repair • Erwin Forster
Created: Aug 8, 2025 • Closed: Jan 5, 2026
WO-01296709 Invoiced
Repair • Erwin Forster
Created: Aug 8, 2025 • Closed: Dec 29, 2025
WO-01296711 (current) Invoiced
Repair • Erwin Forster
Created: Aug 8, 2025 • Closed: Jan 28, 2026
Completed with significant delays
Invoiced • 208 days old
🚨
Primary Delay 44.0 days stuck in "Awaiting Parts"
⏱️
Total Delay 98.1 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.1d / 0.5d SLA
Ready for Scheduling
2.1d / 1.0d SLA
Assigned
11.0d / 0.5d SLA
Scheduled
20.0d / 2.0d SLA
Tech On Site
0.2d / 1.0d SLA
Tech Off Site
0.8d / 2.0d SLA
Incomplete
9.5d
L2 Screening
1.2d / 1.0d SLA
Awaiting Parts
53.1d / 3.0d SLA
Reschedule
25.7d / 2.0d SLA
Completed
1.0d / 1.0d SLA
Closed
3.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
1/23 KSmith -- Scheduled for 1/28 with Mike. 11am-1pm

1/23 KSmith -- Sent email to schedule for 1/28

01/08/2026 AGreene - added to Ferno PO015812

1/8 KWeiss, Quote approved, moving to L2 Screening for part order.

1/7 KWeiss, Created case and sent to sales for quoting.

12/30 EForster: Determined part required to be 3255179. Marked WO as follow up needed and added part #.

12/29: Eforster: parts order required for return trip. Bolt part # unknown. Do not see it on drawings. have to discuss with L2.

12/29 EForster: Travel covered onWO-1296708

12/12 KSmith -- Scheduled for 12/29 with Mike. 8-10am on WO-01296709

12/12 KSmith -- Sent email to Mike to schedule for 12/29. FSE is fully booked next week and PTO until then.

12/10/25 RBerry- Updated due date based on parts. Still waiting on parts for WO-01296708.


12/5 KSmith -- Michael would like to wait until all parts arrive before scheduling, to avoid the extra travel charge. Email logged on WO-01296709

12/5 KSmith -- Michael was not in the office today. Left contact information for a return call to see if they want to keep waiting for the parts for the 4th unit to ship or go ahead and schedule the repairs on the 3 we have parts for. Sending email as well. Everything logged on WO-01296709

12/5/2025 Sramen - still waiting on parts for WO-01296708. Updated due date.

11/24/2025 Sramen - still waiting on parts for WO-01296708. Updated due date.


11/20/25 RBerry- Spoke with Christian, states that Michael is OOO today. Advised I was calling to confirm if they would like us to go ahead and complete the repairs we have parts for and return for the last repair when tracking is received or if they would like all WOs completed together. Christian states he will give my information to Michael and have him return my call when he returns. See logged call on WO-01296707


11/17/25 RCook- Updated due date based on parts.


11/12/25 RCook- Updated due date based on parts. Site would like WOs scheduled together. Waiting on parts for WO-01296708.


11/11 KSmith -- Awaiting parts for WO-01296708

11/10/25 RCook- Updated due date based on parts. Waiting on parts for WO-01296708 and WO-01296707


11/5 KSmith -- Waiting on parts for WO-01296708, WO-01296707 so all repairs can be completed together. Michael is on vacation until Monday. Will call back Monday advising we are still waiting on parts for two units.

11/5/25 RCook- Updated due date based on parts. Removed delay code.


10/24/2025 - KFricke placed a bulk PO orders on 10/20/2025 that include necessary parts for this order not in stock to Wilmington: Ferno PO015098

10/15 KSmith -- Teams message to Stephanie to see about updates for this WO. Been sitting for almost 2 months with no updates.

9/22 KSmith -- Shawn is following up with Keith to see why this PO has been sitting open for over two weeks with no movement.

9/17 KSmith -- Teams message to Shawn to check on this one. Part order has been sitting in "Open" status for over two weeks with no movement.

9/15 KSmith -- Awaiting parts shipment

9/8 KSmith -- Awaiting parts shipment

9/2/25 SReich - Added approved Q-00029819 from case 00523243, sending to L2.


8/29 KWeiss, Created case and sent to sales for quoting.

8/28 EForster: Travel covred on WO-1296707

8/22/2025 Sramen - parts eta 8/25 for 1296707. Updated due date and removed delay code.


8/22 KSmith -- Scheduled for 8/28 with Mike on WO-01296708

8/22 KSmith -- Sent email to Mike to schedule for 8/28 on WO-01296708

8/20/25 RCook- Spoke with location, advised WO has been released for parts to ship. Advised that I do not have tracking information yet but am hoping this updates with tracking information tomorrow and we will reach out to schedule all WOs together. See logged call on WO-01296707


8/19 KSmith -- Sent email to Michael on WO-01296708 advising that we are still waiting on parts for 1 unit

8/19/2025 Sramen - parts for 1296707 were back ordered until 8/15. Follow up date is 8/22 so pushing due date on this wo to 8/22 and will alter as needed on that date.

8/19 KSmith -- Waiting on WO-01296707 to come into RFS so all repairs can be scheduled together per customer request

8/18 KSmith -- Waiting on WO-01296707 to come into RFS so all repairs can be scheduled together per customer request

8/14 KSmith -- Waiting on WO-01296707 to come into RFS so all repairs can be scheduled together per customer request

8/13 KSmith -- Waiting on WO-01296707 to come into RFS so all repairs can be scheduled together per customer request

8/12 KSmith -- Waiting on WO-01296707 to come into RFS so all repairs can be scheduled together per customer request

08/08/2025 JRolston - Please schedule with WO-01296707.

🔧 Work Performed
8/28: Found load leg assembly to be binding in frame. 12/29: Replaced leg telescoping frame. During process of removing wheels from original frame found bolt to attach wheel had damaged threads. Unable to attach wheel to new frame. Follow up required. 1/28: In install new bolt
🔍 Technician Findings
Load leg assembly not releasing.
⚠️ Problem Description
Q-00029819 (approved quote) Accepted Quote Q-00029420 Manufacturer & Model: Ferno – Mini Cot Serial: 22N-475197 Issue: Extension bar does not extend when the release button is pressed Technician to complete evaluation. if repairs can be completed, more labor may be needed. Parts for tech to have on hand if possibly needed, 2 set screws, 3652000 2 screws, 3352322 2 washers, 3852200 2 spacers, 8663396 2 nuts, 3301400 4 bolts, 3251675 2 rotary locks, 2363286 2 spacers, 8485184 Any further parts TBD https://www.ebiotrack.com/workorder.php?wo=67344
📄 Description
Ferno Mini Cot

Timeline

📞
Case Linked Aug 7, 3:19 PM
Case Number: 00517269
Subject: L2 review
Status: Closed
📋
Work Order Created Aug 8, 10:30 AM
Work Order: WO-01296711
Type: Repair
Priority: P7
📅
Status: Ready for Scheduling by John Rolston Aug 8, 11:17 AM
From: Entered
To: Ready for Scheduling
Duration in Previous: 47m
2.0 business days
👷
2 Technician Assigned Aug 11, 3:36 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 3d 4h
🚨 10.0 business days
🗓️
2 Status: Scheduled Aug 22, 9:40 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-08-28T13:00:00.000+0000
⚠️ 5.0 business days
🔧
Status: Tech On Site by Erwin Forster Aug 28, 11:35 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 6d 1h
🚗
Status: Tech Off Site by Erwin Forster Aug 28, 12:58 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 1h 22m
⏱️
2 Labor Added Aug 28, 3:57 PM
Labor Added → Status: Incomplete
⚠️
Status: Incomplete by Erwin Forster
From: Tech Off Site
To: Incomplete
Duration in Previous: 3h 3m
3.0 business days
🔍
Status: L2 Screening by Sherry Reich Sep 2, 8:30 AM
From: Incomplete
To: L2 Screening
Duration in Previous: 4d 16h
📦
2 Parts Requested Sep 2, 9:58 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Keith Weiss
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 13h 27m
🚨 44.3 business days
🔩
2 2x Parts Added Nov 4, 1:11 PM
2x Parts Added → Status: Reschedule
🔄
Status: Reschedule by Sean Weaver
From: Awaiting Parts
To: Reschedule
Duration in Previous: 62d 16h
🚨 26.0 business days
🗓️
2 Status: Scheduled Dec 12, 9:49 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-12-29T14:00:00.000+0000
🚨 11.0 business days
🚗
Status: Tech Off Site by Erwin Forster Dec 29, 4:52 PM
From: Scheduled
To: Tech Off Site
Duration in Previous: 17d 7h
🔩
2x Parts Added Dec 29, 7:27 PM
Type: Parts, Labor
Status: Open
Qty: 1, 2
⚠️
Status: Incomplete by Erwin Forster Dec 29, 8:29 PM
From: Tech Off Site
To: Incomplete
Duration in Previous: 3h 36m
⚠️ 7.4 business days
🔍
3 Status: L2 Screening Jan 8, 6:08 PM
Status: L2 Screening → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00087936
Status: Closed
📦
Status: Awaiting Parts by Keith Weiss
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 1m
⚠️ 9.7 business days
📅
Status: Ready for Scheduling by Audrey Tharp Jan 22, 2:26 PM
From: Awaiting Parts
To: Ready for Scheduling
Duration in Previous: 13d 20h
🔩
2x Parts Added Jan 22, 2:49 PM
Type: Parts, Expenses
Status: Open
Qty: 1
🔄
Status: Reschedule by Kourtney Smith Jan 22, 3:04 PM
From: Ready for Scheduling
To: Reschedule
Duration in Previous: 38m
👷
2 Technician Assigned Jan 22, 3:12 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Reschedule
To: Assigned
Duration in Previous: 8m
🗓️
2 Status: Scheduled Jan 23, 9:43 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-01-28T16:00:00.000+0000
4.0 business days
🔧
Status: Tech On Site by Erwin Forster Jan 28, 12:41 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 5d 2h
✔️
Status: Completed by Erwin Forster Jan 28, 1:05 PM
From: Tech On Site
To: Completed
Duration in Previous: 23m
⏱️
3x Labor Added Jan 28, 8:43 PM
Type: Labor, Travel
Status: Open
Qty: 0.58333333333333, 0.41666666666667, 30
🏁
Status: Closed by Erwin Forster Jan 28, 9:09 PM
From: Completed
To: Closed
Duration in Previous: 8h 4m
3.4 business days
📄
3 Status: Ready to Bill Feb 2, 11:00 AM
Status: Ready to Bill → Status: Invoiced → Invoice Created
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🧾
Invoice Created
Invoice Number: SM-252786

Bottlenecks

Ready for Scheduling
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Assigned
Duration: 9.5 business days (threshold: 4.0 business hours)
Exceeded by 9.0 business days
Scheduled
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
L2 Screening
Duration: 1.2 business days (threshold: 1.0 business days)
Exceeded by 2.0 business hours
Awaiting Parts
Duration: 44.0 business days (threshold: 3.0 business days)
Exceeded by 41.0 business days
Reschedule
Duration: 25.7 business days (threshold: 2.0 business days)
Exceeded by 23.7 business days
Scheduled
Duration: 11.0 business days (threshold: 2.0 business days)
Exceeded by 9.0 business days
Awaiting Parts
Duration: 9.1 business days (threshold: 3.0 business days)
Exceeded by 6.1 business days
Assigned
Duration: 1.5 business days (threshold: 4.0 business hours)
Exceeded by 7.8 business hours
Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Completed
Duration: 1.0 business days (threshold: 1.0 business days)
Exceeded by 0.1 business hours
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00517269
Closed
📦
Parts Order 00081114
Closed
📦
Parts Order 00087936
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P7
Type
Repair
Branch
N/A
Technician
Erwin Forster
Scheduled
Jan 28, 11:00 AM
Created
Aug 8, 10:30 AM
Invoice #
SM-252786

Work Details (10)

Name Type Status Qty Amount Date
WL-02918744 Labor Open 0.75 $111.75 Aug 28, 3:57 PM
WL-02995639 Parts Open 1 $430.00 Nov 4, 1:11 PM
WL-02995640 Expenses Open 1 $13.34 Nov 4, 1:11 PM
WL-03049420 Parts Open 1 $1.00 Dec 29, 7:27 PM
WL-03049421 Labor Open 2 $298.00 Dec 29, 7:27 PM
WL-03075269 Parts Open 1 $2.00 Jan 22, 2:49 PM
WL-03075270 Expenses Open 1 $12.25 Jan 22, 2:49 PM
WL-03082612 Labor Open 0.58333333333333 $97.50 Jan 28, 8:43 PM
WL-03082613 Labor Open 0.41666666666667 $74.50 Jan 28, 8:43 PM
WL-03082614 Travel Open 30 $21.75 Jan 28, 8:43 PM

Details