Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01300932 ↗ ServiceMax

Vera Whole Health • Inspection • PSM

📍 Vera Whole Health - Downtown Portland — 400 SW 6th Ave.,Suite 501, Portland OR, 97204

Sep 3, 2025 → Jan 22, 2026

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (74 biz days late)
Active: 94 biz days
🕐 Clock stopped: Completed (Jan 22, 2026)
▶ Clock Running
Status: Created
Sep 3 → Sep 3, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 3 → Sep 3, 2025
0 business days (counted)
Running total: 0 of ? biz days used
56d
▶ Clock Running
Status: Assigned
Sep 3 → Nov 24, 2025
56 business days (counted)
Running total: 56 of ? biz days used
▶ Clock Running
Status: Scheduled
Nov 24 → Dec 1, 2025
3 business days (counted)
Running total: 59 of ? biz days used
▶ Clock Running
Status: Tech On Site
Dec 1 → Dec 1, 2025
0 business days (counted)
Running total: 59 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Dec 1 → Dec 1, 2025
0 business days (counted)
Running total: 59 of ? biz days used
14d
▶ Clock Running
Status: Scheduled
Dec 1 → Dec 19, 2025
14 business days (counted)
Running total: 73 of ? biz days used
▶ Clock Running
Status: Tech On Site
Dec 19 → Dec 19, 2025
0 business days (counted)
Running total: 73 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Dec 19 → Dec 23, 2025
2 business days (counted)
Running total: 75 of ? biz days used
17d
▶ Clock Running
Status: Reschedule
Dec 23 → Jan 20, 2026
17 business days (counted)
Running total: 92 of ? biz days used
▶ Clock Running
Status: Entered
Jan 20 → Jan 20, 2026
0 business days (counted)
Running total: 92 of ? biz days used
▶ Clock Running
Status: On Hold
Jan 20 → Jan 21, 2026
1 business day (counted)
Running total: 93 of ? biz days used
▶ Clock Running
Status: Assigned
Jan 21 → Jan 22, 2026
1 business day (counted)
Running total: 94 of ? biz days used
Created: Sep 3, 2025 Completed: Jan 22, 2026
Show SLA Clock Detail (13 periods)
Period Status Clock Biz Days Running Total
Sep 3 → Sep 3 Created ▶ Running 0 0
Sep 3 → Sep 3 Ready for Scheduling ▶ Running 0 0
Sep 3 → Nov 24 Assigned ▶ Running 56 56
Nov 24 → Dec 1 Scheduled ▶ Running 3 59
Dec 1 → Dec 1 Tech On Site ▶ Running 0 59
Dec 1 → Dec 1 Tech Off Site ▶ Running 0 59
Dec 1 → Dec 19 Scheduled ▶ Running 14 73
Dec 19 → Dec 19 Tech On Site ▶ Running 0 73
Dec 19 → Dec 23 Tech Off Site ▶ Running 2 75
Dec 23 → Jan 20 Reschedule ▶ Running 17 92
Jan 20 → Jan 20 Entered ▶ Running 0 92
Jan 20 → Jan 21 On Hold ▶ Running 1 93
Jan 21 → Jan 22 Assigned ▶ Running 1 94
Dispatch 0.0d
Holding 2.0d (excluded)
Coordinators 95.3d
Field Work 2.6d
Billing 12.9d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
2.0 days
Coordinators
95.3 days
Over SLA
Field Work
2.6 days
Over SLA
Billing
12.9 days
Over SLA
Created: Sep 3, 2025 Due: Nov 28, 2025 Completed: Jan 22, 2026 (54 days late)
📅
95.0 days Total Age
⏱️
57.0d in Assigned Longest Stage
🔄
16 transitions Status Changes
⚠️
101.0d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
9 lines Work Details
🚩
3 visits On-Site Trips
👤
Self-Scheduled Scheduling
🚩
3 On-Site Visits (1 reschedule)
3 on-site visits — why were multiple trips needed?
👤 Self-scheduled by Jason Morris — scheduling delays attributed to technician, not coordinators
Visit 1 Dec 1, 2025
Visit 2 Dec 19, 2025
Visit 3 Jan 22, 2026

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00524020
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 45 pcs https://www.ebiotrack.com/inspection.php?iid=29826
Priority
Standard
Origin
Email
Reason
New Case
Contact
Practice Manager Vera Whole Health - Downtown Portland
Owner
Jessica Sells
Created
Sep 3, 2025
Work Orders from this Case (1)
WO-01300932 (current) Invoiced
Inspection • Jason Morris
Created: Sep 3, 2025 • Closed: Jan 22, 2026
Completed with significant delays
Invoiced • 182 days old
🚨
Primary Delay 57.0 days stuck in "Assigned"
⏱️
Total Delay 101.0 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
0.2d / 1.0d SLA
Assigned
58.6d / 0.5d SLA
Scheduled
18.6d / 2.0d SLA
Tech On Site
0.4d / 1.0d SLA
Tech Off Site
2.3d / 2.0d SLA
Reschedule
17.8d / 2.0d SLA
On Hold
2.0d
Closed
2.3d / 1.0d SLA
Billing Review
0.5d / 2.0d SLA
Ready to Bill
12.4d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

1/26/26 DPatton - does this WO need to go back to Reschedule status?

1-20 Mburris sent chatter to account manager

12-19 JMorris: Site closed, no one available. Setting up for rescheduling

12-3 Mburris site and was told was calling MS

12-01 JMorris: Site closed, waited until 1100 for someone to show. Called Amy (contact number) but she will be out until Wednesday.

11-24 Mburris called site set appt with Amy 

11-10 Mburris called site LM on Vmail

🔧 Work Performed
Location closed both attempts to inspect. Per M. Burris close WO.
🔍 Technician Findings
Location closed, unable to schedule inspection.
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 45 pcs https://www.ebiotrack.com/inspection.php?iid=29826

Timeline

📞
Case Linked Sep 3, 7:00 AM
Case Number: 00524020
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Sep 3, 8:54 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Jessica Sells
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Sep 3, 10:46 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1h 51m
🚨 57.0 business days
🗓️
2 Status: Scheduled Nov 24, 9:23 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2025-12-01T17:00:00.000+0000
4.0 business days
🔧
Status: Tech On Site by Jason Morris Dec 1, 12:48 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 3h
🚗
Status: Tech Off Site by Jason Morris Dec 1, 1:50 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 1h 2m
🗓️
2 Status: Scheduled Dec 1, 1:57 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2025-12-04T17:00:00.000+0000
📅
Dispatch Scheduled by Michael Burris Dec 1, 3:27 PM
Scheduled For: 2025-12-04T20:30:00.000+0000, 2025-12-03T20:00:00.000+0000
⏱️
2x Labor Added Dec 1, 8:48 PM
Type: Labor, Travel
Status: Open
Qty: 3, 43
2.4 business days
📅
Dispatch Scheduled by Michael Burris Dec 3, 4:07 PM
Scheduled For: 2025-12-12T20:00:00.000+0000
2.0 business days
💵
Expenses Added Dec 4, 10:09 PM
Type: Expenses
Status: Open
Qty: 1
⚠️ 6.2 business days
📅
Dispatch Scheduled by Michael Burris Dec 12, 12:26 PM
Scheduled For: 2025-12-16T20:00:00.000+0000
2.0 business days
📅
Dispatch Scheduled by Michael Burris Dec 15, 12:25 PM
Scheduled For: 2025-12-17T20:00:00.000+0000
📅
Dispatch Scheduled by Michael Burris Dec 15, 12:50 PM
Scheduled For: 2025-12-19T20:00:00.000+0000
⚠️ 5.0 business days
🔧
Status: Tech On Site by Jason Morris Dec 19, 2:58 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 18d 1h
🚗
2 Status: Tech Off Site Dec 19, 4:53 PM
Status: Tech Off Site → 5x Labor Added
⏱️
5x Labor Added
Type: Labor, Travel, Expenses
Status: Open
Qty: 1.25, 1.75, 10, 43
2.9 business days
🔄
Status: Reschedule by Nicholas Willick Dec 23, 12:27 PM
From: Tech Off Site
To: Reschedule
Duration in Previous: 3d 19h
🚨 18.0 business days
🆕
Status: Entered by Michael Burris Jan 20, 8:39 AM
From: Reschedule, Entered
To: Entered, On Hold
Duration in Previous: 27d 20h, 0m
2.0 business days
👷
2 Technician Assigned Jan 21, 1:56 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: On Hold
To: Assigned
Duration in Previous: 1d 5h
2.0 business days
⏱️
2 Labor Added Jan 22, 4:52 PM
Labor Added → Status: Completed
✔️
Status: Completed by Jason Morris
From: Assigned, Completed
To: Completed, Closed
Duration in Previous: 1d 2h, 0m
2.9 business days
💵
Status: Billing Review by Diane Patton Jan 26, 11:36 AM
From: Closed
To: Billing Review
Duration in Previous: 3d 18h
📄
Status: Ready to Bill by Scott Berry Jan 26, 3:28 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 3h 52m
🚨 13.0 business days
💵
3 Status: Billing Review Feb 11, 11:33 AM
Status: Billing Review → Status: Ready to Bill → Invoice Created
📄
Status: Ready to Bill by Diane Patton
From: Billing Review, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 1m, 0m
🧾
Invoice Created
Invoice Number: SM-253582

Bottlenecks

Assigned
Duration: 57.0 business days (threshold: 4.0 business hours)
Exceeded by 56.5 business days
Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Scheduled
Duration: 14.6 business days (threshold: 2.0 business days)
Exceeded by 12.6 business days
Tech Off Site
Duration: 2.3 business days (threshold: 2.0 business days)
Exceeded by 2.1 business hours
Reschedule
Duration: 17.8 business days (threshold: 2.0 business days)
Exceeded by 15.8 business days
Assigned
Duration: 1.6 business days (threshold: 4.0 business hours)
Exceeded by 1.1 business days
Closed
Duration: 2.3 business days (threshold: 1.0 business days)
Exceeded by 1.3 business days
Ready to Bill
Duration: 12.4 business days (threshold: 1.0 business days)
Exceeded by 11.4 business days

🔗 Related Artifacts

📞
Case 00524020
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Jason Morris
Scheduled
N/A
Created
Sep 3, 8:54 AM
Invoice #
SM-253582

Work Details (9)

Name Type Status Qty Amount Date
WL-03023005 Labor Open 3 $0.00 Dec 1, 8:48 PM
WL-03023006 Travel Open 43 - Dec 1, 8:48 PM
WL-03027392 Expenses Open 1 $0.00 Dec 4, 10:09 PM
WL-03043841 Labor Open 1.25 $0.00 Dec 19, 4:55 PM
WL-03043842 Labor Open 1.75 $0.00 Dec 19, 4:55 PM
WL-03043843 Travel Open 10 - Dec 19, 4:55 PM
WL-03043844 Travel Open 43 - Dec 19, 4:55 PM
WL-03043845 Expenses Open 1 $0.00 Dec 19, 4:55 PM
WL-03075609 Labor Open 0.25 $0.00 Jan 22, 4:52 PM

Details