Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01301927 ↗ ServiceMax

CABARRUS COUNTY EMS • Preventive Maintenance • PSM

📍 Cabarrus County EMS — 793 Cabarrus Ave West, Concord NC, 28027

Sep 5, 2025 → Nov 10, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (27 biz days late)
Active: 45 biz days
🕐 Clock stopped: Completed (Nov 10, 2025)
▶ Clock Running
Status: Created
Sep 5 → Sep 5, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 5 → Sep 9, 2025
2 business days (counted)
Running total: 2 of ? biz days used
10d
▶ Clock Running
Status: Assigned
Sep 9 → Sep 23, 2025
10 business days (counted)
Running total: 12 of ? biz days used
15d
▶ Clock Running
Status: Scheduled
Sep 23 → Oct 15, 2025
15 business days (counted)
Running total: 27 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 15 → Oct 16, 2025
1 business day (counted)
Running total: 28 of ? biz days used
▶ Clock Running
Status: 04-Scheduled
Oct 16 → Oct 16, 2025
0 business days (counted)
Running total: 28 of ? biz days used
▶ Clock Running
Status: Closed
Oct 16 → Oct 20, 2025
2 business days (counted)
Running total: 30 of ? biz days used
▶ Clock Running
Status: Incomplete
Oct 20 → Oct 20, 2025
0 business days (counted)
Running total: 30 of ? biz days used
▶ Clock Running
Status: Closed
Oct 20 → Oct 20, 2025
0 business days (counted)
Running total: 30 of ? biz days used
15d
▶ Clock Running
Status: Billing Review
Oct 20 → Nov 10, 2025
15 business days (counted)
Running total: 45 of ? biz days used
▶ Clock Running
Status: WO Correction Needed
Nov 10 → Nov 10, 2025
0 business days (counted)
Running total: 45 of ? biz days used
▶ Clock Running
Status: 04-Scheduled
Nov 10 → Nov 10, 2025
0 business days (counted)
Running total: 45 of ? biz days used
Created: Sep 5, 2025 Completed: Nov 10, 2025
Show SLA Clock Detail (12 periods)
Period Status Clock Biz Days Running Total
Sep 5 → Sep 5 Created ▶ Running 0 0
Sep 5 → Sep 9 Ready for Scheduling ▶ Running 2 2
Sep 9 → Sep 23 Assigned ▶ Running 10 12
Sep 23 → Oct 15 Scheduled ▶ Running 15 27
Oct 15 → Oct 16 Tech On Site ▶ Running 1 28
Oct 16 → Oct 16 04-Scheduled ▶ Running 0 28
Oct 16 → Oct 20 Closed ▶ Running 2 30
Oct 20 → Oct 20 Incomplete ▶ Running 0 30
Oct 20 → Oct 20 Closed ▶ Running 0 30
Oct 20 → Nov 10 Billing Review ▶ Running 15 45
Nov 10 → Nov 10 WO Correction Needed ▶ Running 0 45
Nov 10 → Nov 10 04-Scheduled ▶ Running 0 45
Dispatch 0.0d
Coordinators 30.0d
Field Work 0.8d
Incomplete 0.0d (excluded)
Billing 24.9d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
30.0 days
Over SLA
Field Work
0.8 days
Incomplete (excluded from total)
0.0 days
Billing
24.9 days
Over SLA
Created: Sep 5, 2025 Due: Oct 30, 2025 Completed: Nov 10, 2025 (10 days late)
📅
46.0 days Total Age
⏱️
16.0d in Scheduled Longest Stage
🔄
16 transitions Status Changes
⚠️
47.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
23 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 #00524736
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment PM Equipment: 19 https://www.ebiotrack.com/inspection.php?iid=29853
Priority
Standard
Origin
Email
Reason
New Case
Contact
Jonathan Maulden
Owner
Shelby Robinson
Created
Sep 5, 2025
Work Orders from this Case (1)
WO-01301927 (current) Invoiced
Preventive Maintenance • Todd Fogiel
Created: Sep 5, 2025 • Closed: Nov 10, 2025
Completed with significant delays
Invoiced • 180 days old
🚨
Primary Delay 16.0 days stuck in "Scheduled"
⏱️
Total Delay 47.8 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
3.0d / 1.0d SLA
Assigned
11.0d / 0.5d SLA
Scheduled
16.0d / 2.0d SLA
Tech On Site
0.8d / 1.0d SLA
04-Scheduled
0.0d
Closed
3.3d / 1.0d SLA
Incomplete
0.0d
Billing Review
16.0d / 2.0d SLA
WO Correction Needed
0.6d
Completed
0.0d / 1.0d SLA
Ready to Bill
1.4d / 1.0d SLA
Invoice Pending
6.9d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/6 MOwens Sent a FU email to Jonathan to change the schedule to 10/15 instead of 10/13 becasue of a schedule conflict.

9/23 MOwens Jonathan replied back asking about the week of 10/13. I replied back offering Mon 10/13 and 14th if needed for the PM visit. Jonathan replied back that works for him.

9/22 MOwens Sent an email to Jonathan about scheduling the PM service for Oct.

🔧 Work Performed
Ferno Washington Inc - Model 59-T EZ-Glide Serial #: 15N-332310 - Asset ID: 13284033 Ferno Washington Inc - Model 59-T EZ-Glide Serial #: 16N-355148 - Asset ID: 13284026 Ferno Washington Inc - Model 59-T EZ-Glide Serial #: 17N-374252 - Asset ID: a0C5A00000rsyNFUAY Ferno Washington Inc - Model 59-T EZ-Glide Serial #: 17N-374850 - Asset ID: 13284065 Ferno Washington Inc - Model 59-T EZ-Glide Serial #: 17N-374851 - Asset ID: 13284028 Ferno Washington Inc - Model 59-T EZ-Glide Serial #: 18N-395577 - Asset ID: 13284031 Ferno Washington Inc - Model 59-T EZ-Glide Serial #: 18N-395578 - Asset ID: 13284063 Ferno Washington Inc - iNX Serial #: 18S015955 - Asset ID: a0C5A00000rt4LKUAY Ferno Washington Inc - iNX Serial #: 18S015961 - Asset ID: a0C5A00000rt4LOUAY Ferno Washington Inc - iNX Serial #: 18S015975 - Asset ID: a0C5A00000rt4LTUAY Ferno Washington Inc - iNX Serial #: 18S015978 - Asset ID: a0C5A00000rt4LWUAY Ferno Washington Inc - Model 59-T EZ-Glide Serial #: 19N-415403 - Asset ID: a0C6e00000tFQQiEAO Ferno Washington Inc - Model 59-T EZ-Glide Serial #: 19N-415404 - Asset ID: 13284025 Ferno Washington Inc - Model 59-T EZ-Glide Serial #: 18N-404237 - Asset ID: 13284029 Ferno Washington Inc - Model 59-T EZ-Glide Serial #: 19N-415402 - Asset ID: 13284061 Ferno Washington Inc - Model 59-T EZ-Glide Serial #: 19N-415406 - Asset ID: 13284032 Ferno Washington Inc - Model 59-T EZ-Glide Serial #: 17N-374250 - Asset ID: a0C8Y00000qO4wDUAS Ferno Washington Inc - Model 59-T EZ-Glide Serial #: 20N-447168 - Asset ID: a0C8Y00000tqqrJUAQ Ferno Washington Inc - Model 59-T EZ-Glide Serial #: 18N-404238 - Asset ID: 13284027 Ferno Washington Inc - Model 59-T EZ-Glide Serial #: 17N-374250 - Asset ID: 13284021 Ferno Washington Inc - Transcend (with tracks) Serial #: 23C198913 - Asset ID: 13284023 Ferno Washington Inc - Model 59-T EZ-Glide Serial #: 19N-415403 - Asset ID: 13284062 Ferno Washington Inc - Model 59-T EZ-Glide Serial #: 20N-447169 - Asset ID: 13284066 Stryker Medical - 6252 Stair-Pro Serial #: 110439801 - Asset ID: 13284067 Stryker Medical - 6252 Stair-Pro Serial #: 150339951 - Asset ID: 13284030
🔍 Technician Findings
PM's due
⚠️ Problem Description
Annual Equipment PM Equipment: 19 https://www.ebiotrack.com/inspection.php?iid=29853

Timeline

📞
Case Linked Sep 5, 1:02 AM
Case Number: 00524736
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Sep 5, 9:12 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
3.0 business days
👷
2 Technician Assigned Sep 9, 10:06 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 4d 0h
🚨 11.0 business days
🗓️
2 Status: Scheduled Sep 23, 10:10 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-10-13T14:00:00.000+0000
🚨 10.0 business days
📅
Dispatch Scheduled by Melissa Owens Oct 6, 9:38 AM
Scheduled For: 2025-10-15T14:00:00.000+0000
⚠️ 7.0 business days
🔧
Status: Tech On Site by Todd Fogiel Oct 15, 2:21 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 22d 4h
💵
Expenses Added Oct 15, 8:12 PM
Type: Expenses
Status: Open
Qty: 1
⏱️
3 18x Labor Added Oct 15, 9:02 PM
18x Labor Added → Status: 04-Scheduled → Status: Closed
📋
Status: 04-Scheduled by Ben Saur
From: Tech On Site
To: 04-Scheduled
Duration in Previous: 6h 40m
🏁
Status: Closed by Ben Saur
From: 04-Scheduled
To: Closed
Duration in Previous: 2m
3.4 business days
⚠️
2 Status: Incomplete Oct 20, 9:11 AM
Status: Incomplete → Status: Closed
🏁
Status: Closed by Shawn Rogers
From: Incomplete
To: Closed
Duration in Previous: 1m
💵
Status: Billing Review by Diane Patton Oct 20, 9:48 AM
From: Closed
To: Billing Review
Duration in Previous: 35m
🚨 16.0 business days
✏️
Status: WO Correction Needed by Diane Patton Nov 10, 9:13 AM
From: Billing Review
To: WO Correction Needed
Duration in Previous: 21d 0h
📋
Status: 04-Scheduled by Ben Saur Nov 10, 1:43 PM
From: WO Correction Needed
To: 04-Scheduled
Duration in Previous: 4h 29m
🚗
2 4x Travel Added Nov 10, 1:48 PM
4x Travel Added → Status: Completed
✔️
Status: Completed by Ben Saur
From: 04-Scheduled
To: Completed
Duration in Previous: 7m
🏁
Status: Closed by Todd Fogiel Nov 10, 1:54 PM
From: Completed
To: Closed
Duration in Previous: 3m
📄
Status: Ready to Bill by Diane Patton Nov 10, 3:52 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1h 58m
2.0 business days
📨
Status: Invoice Pending by Diane Patton Nov 12, 11:32 AM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 1d 19h
⚠️ 7.0 business days
💰
Status: Invoiced by Diane Patton Nov 20, 6:17 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 8d 6h
🧾
Invoice Created Nov 21, 12:31 PM
Invoice Number: SM-246295

Bottlenecks

Ready for Scheduling
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Assigned
Duration: 11.0 business days (threshold: 4.0 business hours)
Exceeded by 10.5 business days
Scheduled
Duration: 16.0 business days (threshold: 2.0 business days)
Exceeded by 14.0 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Billing Review
Duration: 16.0 business days (threshold: 2.0 business days)
Exceeded by 14.0 business days
Ready to Bill
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 3.1 business hours
Invoice Pending
Duration: 6.9 business days (threshold: 2.0 business days)
Exceeded by 4.9 business days

🔗 Related Artifacts

📞
Case 00524736
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Todd Fogiel
Scheduled
Oct 15, 10:00 AM
Created
Sep 5, 9:12 AM
Invoice #
SM-246295

Work Details (23)

Name Type Status Qty Amount Date
WL-02972257 Expenses Open 1 $0.00 Oct 15, 8:12 PM
WL-02972401 Labor Open 0.75 $82.00 Oct 15, 9:02 PM
WL-02972402 Labor Open 0.75 $82.00 Oct 15, 9:02 PM
WL-02972403 Labor Open 0.75 $82.00 Oct 15, 9:02 PM
WL-02972404 Labor Open 0.5 $82.00 Oct 15, 9:02 PM
WL-02972405 Labor Open 0.75 $82.00 Oct 15, 9:02 PM
WL-02972406 Labor Open 0.75 $82.00 Oct 15, 9:02 PM
WL-02972407 Labor Open 0.75 $82.00 Oct 15, 9:02 PM
WL-02972408 Labor Open 0.75 $82.00 Oct 15, 9:02 PM
WL-02972409 Labor Open 0.75 $82.00 Oct 15, 9:02 PM
WL-02972410 Labor Open 0.75 $82.00 Oct 15, 9:02 PM
WL-02972413 Labor Open 0.75 $82.00 Oct 15, 9:02 PM
WL-02972414 Labor Open 0.75 $82.00 Oct 15, 9:02 PM
WL-02972415 Labor Open 0.75 $82.00 Oct 15, 9:02 PM
WL-02972416 Labor Open 0.75 $82.00 Oct 15, 9:02 PM
WL-02972417 Labor Open 0.75 $82.00 Oct 15, 9:02 PM
WL-02972411 Labor Open 0.75 $82.00 Oct 15, 9:02 PM
WL-02972412 Labor Open 0.75 $82.00 Oct 15, 9:02 PM
WL-02972418 Parts Open 2 $144.00 Oct 15, 9:02 PM
WL-03002148 Travel Open 86 $0.00 Nov 10, 1:48 PM
WL-03002149 Labor Open 1.5 $0.00 Nov 10, 1:48 PM
WL-03002150 Travel Open 86 $0.00 Nov 10, 1:48 PM
WL-03002147 Labor Open 1.5 $500.00 Nov 10, 1:48 PM

Details