Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01299220 ↗ ServiceMax

ROSWELL PARK • Inspection • PSM

📍 Roswell Park Northtowns - Breast Care — 199 Park Club Lane, Suite 100, WIlliamsville NY, 14221

Aug 22, 2025 → Sep 12, 2025

✅ Completed
PSM
SLA Clock
Last business day of August 2025 · Target: Aug 29, 2025
✗ SLA Missed (8 biz days late)
Active: 14 biz days
🕐 Clock stopped: Completed (Sep 12, 2025)
▶ Clock Running
Status: Created
Aug 22 → Aug 22, 2025
0 business days (counted)
Running total: 0 of ? biz days used
2d
▶ Clock Running
Status: Ready for Scheduling
Aug 22 → Aug 26, 2025
2 business days (counted)
Running total: 2 of ? biz days used
▶ Clock Running
Status: Assigned
Aug 26 → Aug 26, 2025
0 business days (counted)
Running total: 2 of ? biz days used
12d
▶ Clock Running
Status: Scheduled
Aug 26 → Sep 12, 2025
12 business days (counted)
Running total: 14 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 12 → Sep 12, 2025
0 business days (counted)
Running total: 14 of ? biz days used
Created: Aug 22, 2025 Completed: Sep 12, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Aug 22 → Aug 22 Created ▶ Running 0 0
Aug 22 → Aug 26 Ready for Scheduling ▶ Running 2 2
Aug 26 → Aug 26 Assigned ▶ Running 0 2
Aug 26 → Sep 12 Scheduled ▶ Running 12 14
Sep 12 → Sep 12 Tech On Site ▶ Running 0 14
Dispatch 0.0d
Coordinators 15.4d
Field Work 1.1d
Billing 4.1d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
15.4 days
Over SLA
Field Work
1.1 days
Billing
4.1 days
Created: Aug 22, 2025 Due: Sep 23, 2025 Completed: Sep 13, 2025 (10 days early)
📅
14.4 days Total Age
⏱️
12.8d in Scheduled Longest Stage
🔄
10 transitions Status Changes
⚠️
13.3d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
4 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00521387
eBiotrack - New Inspection Created
Closed
Initial Annual Inspection Service https://www.ebiotrack.com/omnicor/inspection.php?iid=10137
Priority
Standard
Origin
Email
Reason
New Case
Contact
Kathryn Pollinger
Owner
Kimberly Hardison
Created
Aug 22, 2025
Work Orders from this Case (1)
WO-01299220 (current) Invoiced
Inspection • Erwin Forster
Created: Aug 22, 2025 • Closed: Sep 12, 2025
Completed with significant delays
Invoiced • 194 days old
🚨
Primary Delay 12.8 days stuck in "Scheduled"
⏱️
Total Delay 13.3 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
2.4d / 1.0d SLA
Assigned
0.1d / 0.5d SLA
Scheduled
12.8d / 2.0d SLA
Tech On Site
0.2d / 1.0d SLA
Completed
0.9d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Invoiced
3.1d
Ready to Bill
1.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/169 DPatton - Teams message to YC to update WO status to RTB; customer has not been invoiced yet. (Clicked "Invoiced" in error)

8/26 KSmith -- Scheduled for 9/12 with Katheryn

8/26 KSmith -- Sent email to schedule for 9/12

🔧 Work Performed
Inspected 14 items
🔍 Technician Findings
Inspection
⚠️ Problem Description
Initial Annual Inspection Service https://www.ebiotrack.com/omnicor/inspection.php?iid=10137

Timeline

📞
Case Linked Aug 22, 3:45 PM
Case Number: 00521387
Subject: eBiotrack - New Inspection Created
Status: Closed
📋
2 Work Order Created Aug 22, 4:30 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
2.9 business days
👷
2 Technician Assigned Aug 26, 12:30 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 3d 20h
🗓️
2 Status: Scheduled Aug 26, 1:17 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-09-12T13:30:00.000+0000
🚨 13.0 business days
🔧
Status: Tech On Site by Erwin Forster Sep 12, 11:00 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 16d 21h
✔️
Status: Completed by Erwin Forster Sep 12, 12:49 PM
From: Tech On Site
To: Completed
Duration in Previous: 1h 49m
⏱️
4x Labor Added Sep 12, 6:57 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 1.5, 2, 79
🏁
Status: Closed by Erwin Forster Sep 12, 8:23 PM
From: Completed
To: Closed
Duration in Previous: 7h 33m
2.5 business days
💰
Status: Invoiced by Diane Patton Sep 16, 11:33 AM
From: Closed
To: Invoiced
Duration in Previous: 3d 15h
3.0 business days
📄
Status: Ready to Bill by Yecenia Campos Sep 18, 8:26 PM
From: Invoiced
To: Ready to Bill
Duration in Previous: 2d 8h
📨
2 Status: Invoice Pending Sep 19, 9:20 AM
Status: Invoice Pending → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
1.0 business days
🧾
Invoice Created Sep 22, 12:05 AM
Invoice Number: SM-241559

Bottlenecks

Ready for Scheduling
Duration: 2.4 business days (threshold: 1.0 business days)
Exceeded by 1.4 business days
Scheduled
Duration: 12.8 business days (threshold: 2.0 business days)
Exceeded by 10.8 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00521387
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Erwin Forster
Scheduled
Sep 12, 9:30 AM
Created
Aug 22, 4:30 PM
Invoice #
SM-241559

Work Details (4)

Name Type Status Qty Amount Date
WL-02934761 Labor Open 1.5 $0.00 Sep 12, 6:57 PM
WL-02934762 Labor Open 2 $2,295.00 Sep 12, 6:57 PM
WL-02934763 Travel Open 79 - Sep 12, 6:57 PM
WL-02934764 Expenses Open 1 $0.00 Sep 12, 6:57 PM

Details