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WO-01301840 ↗ ServiceMax

PLANNED PARENTHOOD OF GREATER NEW YORK • Repair • PSM

📍 ROME PLANNED PARENTHOOD — 111 E CHESTNUT STREET, ROME NY, 13440

Sep 4, 2025 → Sep 16, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✓ SLA Met (10 biz days early)
Active: 8 biz days
🕐 Clock stopped: Completed (Sep 16, 2025)
▶ Clock Running
Status: Created
Sep 4 → Sep 4, 2025
0 business days (counted)
Running total: 0 of ? biz days used
2d
▶ Clock Running
Status: Assigned
Sep 4 → Sep 8, 2025
2 business days (counted)
Running total: 2 of ? biz days used
2d
▶ Clock Running
Status: Ready for Scheduling
Sep 8 → Sep 10, 2025
2 business days (counted)
Running total: 4 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 10 → Sep 10, 2025
0 business days (counted)
Running total: 4 of ? biz days used
4d
▶ Clock Running
Status: Scheduled
Sep 10 → Sep 16, 2025
4 business days (counted)
Running total: 8 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 16 → Sep 16, 2025
0 business days (counted)
Running total: 8 of ? biz days used
Created: Sep 4, 2025 Completed: Sep 16, 2025
Show SLA Clock Detail (6 periods)
Period Status Clock Biz Days Running Total
Sep 4 → Sep 4 Created ▶ Running 0 0
Sep 4 → Sep 8 Assigned ▶ Running 2 2
Sep 8 → Sep 10 Ready for Scheduling ▶ Running 2 4
Sep 10 → Sep 10 Assigned ▶ Running 0 4
Sep 10 → Sep 16 Scheduled ▶ Running 4 8
Sep 16 → Sep 16 Tech On Site ▶ Running 0 8
Dispatch 0.0d
Coordinators 10.7d
Field Work 0.1d
Billing 72.5d
✓ SLA Met
Dispatch
0.0 days
Coordinators
10.7 days
Over SLA
Field Work
0.1 days
Billing
72.5 days
Over SLA
Created: Sep 4, 2025 Due: Oct 2, 2025 Completed: Sep 16, 2025 (16 days early)
📅
8.7 days Total Age
⏱️
61.9d in Billing Review Longest Stage
🔄
10 transitions Status Changes
⚠️
78.5d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00506163
sent chatter to Keith/Scott asking what wo he added notes 9/2, 9/3, 9/4
Closed
Follow up to WO-01264681 Inspection #: 9788 Asset ID: 13043204 Model: Nanosonics - Trophon2 Notes: Unit gives error code PT04, this is the same issue they had when sent out for repair the first time.Out of range. Reviewed service with customer, quote needed
Priority
Standard
Origin
Email
Reason
New Case
Contact
Aubrey Capraro
Owner
Jessica Sells
Created
Jun 27, 2025
Work Orders from this Case (1)
WO-01301840 (current) Invoiced
Repair • Bernard Thompson
Created: Sep 4, 2025 • Closed: Sep 16, 2025
Completed with significant delays
Invoiced • 181 days old
🚨
Primary Delay 61.9 days stuck in "Billing Review"
⏱️
Total Delay 78.5 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
Assigned
2.8d / 0.5d SLA
Ready for Scheduling
3.0d / 1.0d SLA
Scheduled
5.0d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Closed
2.8d / 1.0d SLA
Billing Review
61.9d / 2.0d SLA
Ready to Bill
10.6d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

12/10 KHardison:

Scheduled Delivery Date:Wednesday
December 10, 2025FedEx Standard Overnight®395706434108


Placing WO in BR for Scott Berry review of Trophon units

9/16 KFricke - Trophon Repair Quote submitted, shipping label uploaded to WO.

9/11 KSmith -- Rescheduled for 9/16 with Aubrey. Anytime after 1pm.

9/10 KSmith -- Scheduled for 9/19 with Aubrey

9/10 KSmith -- Sent email to schedule for 9/19

🔧 Work Performed
Packed Trophon and removed from site.
🔍 Technician Findings
Upon arrival found trophon in Aubrey’s office.
⚠️ Problem Description
Follow up to WO-01264681 Inspection #: 9788 Asset ID: 13043204 Model: Nanosonics - Trophon2 Notes: Unit gives error code PT04, this is the same issue they had when sent out for repair the first time.Out of range. Reviewed service with customer, quote needed
📄 Description
Nanosonics Trophon 2

Timeline

📞
Case Linked Jun 27, 2:28 PM
Case Number: 00506163
Subject: sent chatter to Keith/Scott asking what wo he added notes 9/2, 9/3, 9/4
Status: Closed
🚨 48.0 business days
📋
3 Work Order Created Sep 4, 2:29 PM
Work Order Created → Technician Assigned → Status: Assigned
👷
Technician Assigned by Jessica Sells
Technician: Ryan Schwochow
👷
Status: Assigned by Jessica Sells
From: Entered
To: Assigned
Duration in Previous: 0m
3.0 business days
📅
Status: Ready for Scheduling by Ryan Schwochow Sep 8, 8:34 AM
From: Assigned
To: Ready for Scheduling
Duration in Previous: 3d 18h
3.0 business days
👷
2 Technician Assigned Sep 10, 11:38 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2d 3h
🗓️
2 Status: Scheduled Sep 10, 12:18 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-09-19T13:00:00.000+0000
📅
Dispatch Scheduled by Kourtney Smith Sep 11, 9:33 AM
Scheduled For: 2025-09-16T16:00:00.000+0000
3.0 business days
📅
Dispatch Scheduled by Kourtney Smith Sep 15, 3:14 PM
Scheduled For: 2025-09-16T17:00:00.000+0000
🔧
2 Status: Tech On Site Sep 16, 12:17 PM
Status: Tech On Site → 3x Travel Added
🚗
3x Travel Added
Type: Travel, Expenses, Labor
Status: Open
Qty: 60, 1, 1.05
⏱️
2 3x Labor Added Sep 16, 1:19 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Bernard Thompson
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 1h 1m, 0m
3.0 business days
💵
Status: Billing Review by Diane Patton Sep 18, 12:44 PM
From: Closed
To: Billing Review
Duration in Previous: 1d 23h
🚨 62.0 business days
📄
Status: Ready to Bill by Scott Berry Dec 18, 2:11 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 91d 2h
🚨 11.0 business days
📨
Status: Invoice Pending by Yecenia Campos Jan 5, 6:10 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 18d 3h
💰
2 Status: Invoiced Jan 5, 6:18 PM
Status: Invoiced → Invoice Created
🧾
Invoice Created
Invoice Number: SM-250534

Bottlenecks

Assigned
Duration: 2.7 business days (threshold: 4.0 business hours)
Exceeded by 2.2 business days
Ready for Scheduling
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Scheduled
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Closed
Duration: 2.8 business days (threshold: 1.0 business days)
Exceeded by 1.8 business days
Billing Review
Duration: 61.9 business days (threshold: 2.0 business days)
Exceeded by 59.9 business days
Ready to Bill
Duration: 10.6 business days (threshold: 1.0 business days)
Exceeded by 9.6 business days

🔗 Related Artifacts

📞
Case 00506163
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Repair
Branch
N/A
Technician
Bernard Thompson
Scheduled
Sep 16, 1:00 PM
Created
Sep 4, 2:29 PM
Invoice #
SM-250534

Work Details (6)

Name Type Status Qty Amount Date
WL-02937216 Travel Open 60 - Sep 16, 12:19 PM
WL-02937217 Expenses Open 1 $0.00 Sep 16, 12:19 PM
WL-02937218 Labor Open 1.05 $0.00 Sep 16, 12:19 PM
WL-02937285 Labor Open 0.95 $862.50 Sep 16, 1:19 PM
WL-02937286 Travel Open 46 - Sep 16, 1:19 PM
WL-02937287 Labor Open 1.03333 $0.00 Sep 16, 1:19 PM

Details