Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01299384 ↗ ServiceMax

PLANNED PARENTHOOD OF GREATER NEW YORK • Delivery • PC

📍 UTICA PLANNED PARENTHOOD — 1424 GENESEE STREET, UTICA NY, 13502

Aug 25, 2025 → Sep 5, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Sep 12, 2025
✓ SLA Met (5 biz days early)
Active: 8 biz days
🕐 Clock stopped: Completed (Sep 5, 2025)
▶ Clock Running
Status: Created
Aug 25 → Aug 25, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Aug 25 → Aug 25, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Aug 25 → Aug 26, 2025
1 business day (counted)
Running total: 1 of ? biz days used
7d
▶ Clock Running
Status: Scheduled
Aug 26 → Sep 5, 2025
7 business days (counted)
Running total: 8 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 5 → Sep 5, 2025
0 business days (counted)
Running total: 8 of ? biz days used
Created: Aug 25, 2025 Completed: Sep 5, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Aug 25 → Aug 25 Created ▶ Running 0 0
Aug 25 → Aug 25 Ready for Scheduling ▶ Running 0 0
Aug 25 → Aug 26 Assigned ▶ Running 1 1
Aug 26 → Sep 5 Scheduled ▶ Running 7 8
Sep 5 → Sep 5 Tech On Site ▶ Running 0 8
Dispatch 0.0d
Coordinators 10.0d
Field Work 0.4d
Billing 80.4d
✓ SLA Met
Dispatch
0.0 days
Coordinators
10.0 days
Over SLA
Field Work
0.4 days
Billing
80.4 days
Over SLA
Created: Aug 25, 2025 Due: Sep 12, 2025 Completed: Sep 5, 2025 (7 days early)
📅
9.0 days Total Age
⏱️
30.0d in Ready to Bill Longest Stage
🔄
12 transitions Status Changes
⚠️
82.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 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 • 191 days old
🚨
Primary Delay 30.0 days stuck in "Ready to Bill"
⏱️
Total Delay 82.8 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
0.5d / 1.0d SLA
Assigned
1.5d / 0.5d SLA
Scheduled
8.0d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Completed
0.4d / 1.0d SLA
Closed
2.4d / 1.0d SLA
Billing Review
39.8d / 2.0d SLA
Ready to Bill
40.6d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11.13.25 Ycampos - Per meeting with Scott, placing in Billing Review for him to review and reconcile all WO statuses.

Placing in BR for Scott Berry review

8/26 KSmith -- Scheduled for 9/5 with Aubrey on WO-01299384

8/25 KSmith -- Sent email to schedule for 9/5 on WO-01299384

🔧 Work Performed
Removed loaner Trophon 490559-030, installed Trophon 490593-008.
🔍 Technician Findings
Retrieved Trophon 490593-008 from Aubrey.
⚠️ Problem Description
Locate Trophon SN: 490593-008 on site and re-install at location provided by site. Take Loaner Trophon, SN-490559-030, and move it to location of Trophon SN: 490593-006, at same site. Trophon SN: 490593-006 is being removed as part of WO-01244261.
📄 Description
Nanosonics Trophon 2

Timeline

📋
Work Order Created Aug 25, 11:51 AM
Work Order: WO-01299384
Type: Delivery
Priority: PC
📅
Status: Ready for Scheduling by Scott Berry Aug 25, 12:00 PM
From: Entered
To: Ready for Scheduling
Duration in Previous: 9m
👷
2 Status: Assigned Aug 25, 4:06 PM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Kourtney Smith
Technician: Bernard Thompson
🗓️
2 Status: Scheduled Aug 26, 8:14 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-09-05T17:00:00.000+0000
⚠️ 8.0 business days
⏱️
2 2x Labor Added Sep 5, 1:10 PM
2x Labor Added → Status: Tech On Site
🔧
Status: Tech On Site by Bernard Thompson
From: Scheduled
To: Tech On Site
Duration in Previous: 10d 4h
⏱️
Labor Added Sep 5, 1:31 PM
Type: Labor
Status: Open
Qty: 0.5
✔️
Status: Completed by Bernard Thompson Sep 5, 1:43 PM
From: Tech On Site
To: Completed
Duration in Previous: 28m
🏁
Status: Closed by Bernard Thompson Sep 5, 4:32 PM
From: Completed
To: Closed
Duration in Previous: 2h 48m
2.9 business days
💵
Status: Billing Review by Diane Patton Sep 9, 4:33 PM
From: Closed
To: Billing Review
Duration in Previous: 4d 0h
🚨 16.9 business days
📄
Status: Ready to Bill by Scott Berry Oct 1, 12:03 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 21d 19h
🚨 30.0 business days
💵
Status: Billing Review by Yecenia Campos Nov 13, 4:19 PM
From: Ready to Bill
To: Billing Review
Duration in Previous: 43d 5h
🚨 24.0 business days
📄
Status: Ready to Bill by Scott Berry Dec 18, 2:07 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 34d 21h
🚨 11.0 business days
📨
Status: Invoice Pending by Yecenia Campos Jan 5, 6:11 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 18d 4h
💰
2 Status: Invoiced Jan 5, 6:19 PM
Status: Invoiced → Invoice Created
🧾
Invoice Created
Invoice Number: SM-250535

Bottlenecks

Assigned
Duration: 1.5 business days (threshold: 4.0 business hours)
Exceeded by 7.9 business hours
Scheduled
Duration: 8.0 business days (threshold: 2.0 business days)
Exceeded by 6.0 business days
Closed
Duration: 2.4 business days (threshold: 1.0 business days)
Exceeded by 1.4 business days
Billing Review
Duration: 16.4 business days (threshold: 2.0 business days)
Exceeded by 14.4 business days
Ready to Bill
Duration: 30.0 business days (threshold: 1.0 business days)
Exceeded by 29.0 business days
Billing Review
Duration: 23.3 business days (threshold: 2.0 business days)
Exceeded by 21.3 business days
Ready to Bill
Duration: 10.6 business days (threshold: 1.0 business days)
Exceeded by 9.6 business days

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Delivery
Branch
N/A
Technician
Bernard Thompson
Scheduled
Sep 5, 1:00 PM
Created
Aug 25, 11:51 AM
Invoice #
SM-250535

Work Details (3)

Name Type Status Qty Amount Date
WL-02926614 Labor Open 0.5 $0.00 Sep 5, 1:10 PM
WL-02926615 Travel Open 25 - Sep 5, 1:10 PM
WL-02926652 Labor Open 0.5 $862.50 Sep 5, 1:31 PM

Details