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WO-01299196 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Repair • P4

📍 Caterpillar Inc — 27th & E Pershing, BLDG D, Decatur IL, 62527

Aug 22, 2025 → Sep 18, 2025

✅ Completed
P4
SLA Clock
4 business days from creation · Target: Aug 28, 2025
✗ SLA Missed (13 biz days late)
Active: 17 biz days
Paused: 1 biz days
Budget: 4 biz days
🕐 Clock stopped: Completed (Sep 18, 2025)
SLA Target
▶ Clock Running
Status: Created
Aug 22 → Aug 22, 2025
0 business days (counted)
Running total: 0 of 4 biz days used
▶ Clock Running
Status: L2 Screening
Aug 22 → Aug 22, 2025
0 business days (counted)
Running total: 0 of 4 biz days used
7d
▶ Clock Running
Status: Entered
Aug 22 → Sep 3, 2025
7 business days (counted)
Running total: 7 of 4 biz days used
5d
▶ Clock Running
Status: On Hold
Sep 3 → Sep 10, 2025
5 business days (counted)
Running total: 12 of 4 biz days used
▶ Clock Running
Status: L2 Screening
Sep 10 → Sep 10, 2025
0 business days (counted)
Running total: 12 of 4 biz days used
⏸ Clock Paused
Status: Awaiting Parts
Sep 10 → Sep 11, 2025
1 business day (not counted)
▶ Clock Running
Status: Ready for Scheduling
Sep 11 → Sep 11, 2025
0 business days (counted)
Running total: 12 of 4 biz days used
▶ Clock Running
Status: Assigned
Sep 11 → Sep 11, 2025
0 business days (counted)
Running total: 12 of 4 biz days used
4d
▶ Clock Running
Status: Scheduled
Sep 11 → Sep 17, 2025
4 business days (counted)
Running total: 16 of 4 biz days used
▶ Clock Running
Status: Tech On Site
Sep 17 → Sep 18, 2025
1 business day (counted)
Running total: 17 of 4 biz days used
Created: Aug 22, 2025 Completed: Sep 18, 2025
Business Days Used 17 / 4
0 4d budget +13d over
Show SLA Clock Detail (10 periods)
Period Status Clock Biz Days Running Total
Aug 22 → Aug 22 Created ▶ Running 0 0 / 4
Aug 22 → Aug 22 L2 Screening ▶ Running 0 0 / 4
Aug 22 → Sep 3 Entered ▶ Running 7 7 / 4
Sep 3 → Sep 10 On Hold ▶ Running 5 12 / 4
Sep 10 → Sep 10 L2 Screening ▶ Running 0 12 / 4
Sep 10 → Sep 11 Awaiting Parts ⏸ Paused 1
Sep 11 → Sep 11 Ready for Scheduling ▶ Running 0 12 / 4
Sep 11 → Sep 11 Assigned ▶ Running 0 12 / 4
Sep 11 → Sep 17 Scheduled ▶ Running 4 16 / 4
Sep 17 → Sep 18 Tech On Site ▶ Running 1 17 / 4
Dispatch 7.7d
Material Management 1.5d
Holding 6.0d (excluded)
Coordinators 5.1d
Field Work 1.7d
Billing 0.0d
✗ SLA Missed
Dispatch
7.7 days
Over SLA
Material Management
1.5 days
Holding (excluded from total)
6.0 days
Coordinators
5.1 days
Over SLA
Field Work
1.7 days
Billing
0.0 days
Created: Aug 22, 2025 Due: Sep 17, 2025 Completed: Sep 18, 2025 (on time)
📅
18.6 days Total Age
⏱️
7.6d in Entered Longest Stage
🔄
13 transitions Status Changes
⚠️
10.1d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
4 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Completed with significant delays
Invoiced • 194 days old
🚨
Primary Delay 7.6 days stuck in "Entered"
⏱️
Total Delay 10.1 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
7.6d / 0.5d SLA
L2 Screening
0.2d / 1.0d SLA
On Hold
6.0d
Awaiting Parts
1.5d / 3.0d SLA
Ready for Scheduling
0.1d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
5.0d / 2.0d SLA
Tech On Site
0.7d / 1.0d SLA
Completed
1.0d / 1.0d SLA
Closed
0.1d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

Missing Cust Print Name on FSR form

9/11 KKelch called Angie to schedule for 9/17 at 1:30 pm. Customer confirmed. 

09/10/2025 ABelyea - part needed has been delivered to Wilmington

9/3 SBerry: Placed on hold pending response from TMS regarding availability of part needed for repair

🔧 Work Performed
Replaced the seat and performed functional test unit is working properly
🔍 Technician Findings
Found that seat is damaged and needs to be replaced
⚠️ Problem Description
**IMPORTANT** This is a Non Retail location and a scheduled appointment must be made in advance to ensure the machine will be made available prior to tech arrival on site. If a work market technician has to be used SDL must obtain approval from Higi prior to scheduling work. If the technician is unable to make contact on the first attempt, email EMSAR at higisupport@emsar.com so HIGI can be notified to provide us with an alternate contact name and number. Any calls made MUST be logged on the work order under Activity History with who you spoke to and date/time of call. 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. **ALL NON-EMSAR TECHNICIANS: You must check in from the location as soon as you arrive onsite and before you begin working on the kiosk. Call 931-284-4999 and follow the prompts. If there are any questions about the service expectations, use this opportunity to ask the Level II Support team.**
📄 Description
90550,BP MONITOR,AD DISP,NO LIGHT

Timeline

📋
2 Work Order Created Aug 22, 3:05 PM
Work Order Created → Status: L2 Screening
🔍
Status: L2 Screening by Sherry Reich
From: Entered
To: L2 Screening
Duration in Previous: 1m
🆕
Status: Entered by Emmanuel Morales Aug 22, 3:19 PM
From: L2 Screening
To: Entered
Duration in Previous: 11m
⚠️ 8.0 business days
⏸️
Status: On Hold by Scott Berry Sep 3, 11:12 AM
From: Entered
To: On Hold
Duration in Previous: 11d 19h
⚠️ 6.0 business days
🔍
Status: L2 Screening by Allison Belyea Sep 10, 3:06 PM
From: On Hold
To: L2 Screening
Duration in Previous: 7d 3h
📦
2 Parts Requested Sep 10, 4:07 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Emmanuel Morales
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 1h 0m
📅
Status: Ready for Scheduling by Robert Cox Sep 11, 9:19 AM
From: Awaiting Parts
To: Ready for Scheduling
Duration in Previous: 17h 12m
👷
4 Technician Assigned Sep 11, 10:23 AM
Technician Assigned → Status: Assigned → Status: Scheduled → Dispatch Scheduled
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1h 3m
🗓️
Status: Scheduled by Kaitlyn Kelch
From: Assigned
To: Scheduled
Duration in Previous: 1m
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2025-09-17T18:30:00.000+0000
🔩
Parts Added Sep 11, 11:16 AM
Type: Parts
Status: Open
Qty: 1
⚠️ 5.0 business days
🔧
Status: Tech On Site by Kevin Cox Sep 17, 2:58 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 6d 4h
🚗
2 3x Travel Added Sep 17, 8:48 PM
3x Travel Added → Status: Completed
✔️
Status: Completed by Kevin Cox
From: Tech On Site
To: Completed
Duration in Previous: 5h 50m
🏁
Status: Closed by Kevin Cox Sep 18, 3:13 PM
From: Completed
To: Closed
Duration in Previous: 18h 25m
📄
2 Status: Ready to Bill Sep 18, 4:12 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Hannah Shaw
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
2.0 business days
🧾
Invoice Created Sep 21, 10:52 PM
Invoice Number: SM-241350

Bottlenecks

Entered
Duration: 7.6 business days (threshold: 4.0 business hours)
Exceeded by 7.1 business days
Scheduled
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days

🔗 Related Artifacts

📦
Parts Order 00081562
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P4
Type
Repair
Branch
N/A
Technician
Kevin Cox
Scheduled
Sep 17, 2:30 PM
Created
Aug 22, 3:05 PM
Invoice #
SM-241350

Work Details (4)

Name Type Status Qty Amount Date
WL-02932321 Parts Open 1 $0.00 Sep 11, 11:16 AM
WL-02939761 Travel Open 77 $0.00 Sep 17, 8:48 PM
WL-02939762 Labor Open 1.75 $0.00 Sep 17, 8:48 PM
WL-02939763 Labor Open 1.3333333333333 $0.00 Sep 17, 8:48 PM

Details