Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01303617 ↗ ServiceMax

Western NY Department of Developmental Disabilities • Preventive Maintenance • PSM

📍 Little Valley Community Home 5877 NY-353 — 5877 NY-353, Little Valley NY, 14755

Sep 10, 2025 → Nov 12, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (28 biz days late)
Active: 43 biz days
🕐 Clock stopped: Completed (Nov 12, 2025)
▶ Clock Running
Status: Created
Sep 10 → Sep 10, 2025
0 business days (counted)
Running total: 0 of ? biz days used
21d
▶ Clock Running
Status: Ready for Scheduling
Sep 10 → Oct 9, 2025
21 business days (counted)
Running total: 21 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 9 → Oct 13, 2025
1 business day (counted)
Running total: 22 of ? biz days used
21d
▶ Clock Running
Status: Scheduled
Oct 13 → Nov 12, 2025
21 business days (counted)
Running total: 43 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 12 → Nov 12, 2025
0 business days (counted)
Running total: 43 of ? biz days used
Created: Sep 10, 2025 Completed: Nov 12, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 10 → Sep 10 Created ▶ Running 0 0
Sep 10 → Oct 9 Ready for Scheduling ▶ Running 21 21
Oct 9 → Oct 13 Assigned ▶ Running 1 22
Oct 13 → Nov 12 Scheduled ▶ Running 21 43
Nov 12 → Nov 12 Tech On Site ▶ Running 0 43
Dispatch 0.0d
Coordinators 44.8d
Field Work 1.0d
Billing 5.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
44.8 days
Over SLA
Field Work
1.0 days
Billing
5.0 days
Over SLA
Created: Sep 10, 2025 Due: Oct 31, 2025 Completed: Nov 13, 2025 (12 days late)
📅
44.1 days Total Age
⏱️
22.0d in Ready for Scheduling Longest Stage
🔄
9 transitions Status Changes
⚠️
47.3d 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 #00525851
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment PM PM Service PLEASE COMPLETE PM FORM FOR EACH PIECE OF EQUIPMENT General Patient Lift: https://form.jotform.com/241965569287071 Therapeutic Tub: https://form.jotform.com/251747256160154 *****All work orders must be called or emailed within 36 hours of work order creation date. This will keep us from having any deficiencies. If we get three deficiencies, WE WILL LOSE NY STATE CONTRACT**** ***ATTENTION TECH. PLEASE DO NOT CREATE FOLLOW UP WORK ORDERS FOR FAILED ASSETS. NO FOLLOW UP WORK ORDERS OR REPAIR WORK ORDERS ARE TO BE CREATED FOR THIS CUSTOMER. PLEASE FAIL THEM AND THEN REACH OUT TO THE ACCOUNT MANAGER SO THAT IT CAN BE DISCUSSED WITH THE CORPORATE CONTACT FIRST AS THEY HAVE INTERNAL PEOPLE WHO CAN RESOLVE A LOT OF THEIR ISSUES**** PLEASE COMPLETE PM FORM FOR EACH PIECE OF EQUIPMENT HandiCare Patient Lift: https://form.jotform.com/241965569287071 Vancare P-440: https://form.jotform.com/241965569287071 Therapeutic Tub: https://form.jotform.com/251747256160154 1 piece https://www.ebiotrack.com/inspection.php?iid=29752
Priority
Standard
Origin
Email
Reason
New Case
Contact
5877 NY-353 House Supervisor Please call, do not email unless no answer
Owner
Sherry Reich
Created
Sep 9, 2025
Work Orders from this Case (1)
WO-01303617 (current) Invoiced
Preventive Maintenance • Erwin Forster
Created: Sep 10, 2025 • Closed: Nov 12, 2025
Completed with significant delays
Invoiced • 175 days old
🚨
Primary Delay 22.0 days stuck in "Ready for Scheduling"
⏱️
Total Delay 47.3 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
22.0d / 1.0d SLA
Assigned
1.8d / 0.5d SLA
Scheduled
21.0d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Completed
0.9d / 1.0d SLA
Closed
3.0d / 1.0d SLA
Ready to Bill
5.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
10/13 KSmith -- Scheduled for 11/12 with Melanie.

10/9 KSmith -- Site supervisor was not in. Won't be in until next week.

9/10/25 SReich - Per D Nakoff: Inspections were done incorrectly, there will be several more sites that we previously completed this year but it was done incorrectly so we are going back out to complete.

🔧 Work Performed
Inspected (1) Tub. Tub drain clogged. Tub drain leaks on outside of tub. Pendant controls do not always respond. Unable to fill tub with water due to draining issues
🔍 Technician Findings
Tub not in service. Unplugged, not used.
⚠️ Problem Description
Annual Equipment PM PM Service PLEASE COMPLETE PM FORM FOR EACH PIECE OF EQUIPMENT General Patient Lift: https://form.jotform.com/241965569287071 Therapeutic Tub: https://form.jotform.com/251747256160154 *****All work orders must be called or emailed within 36 hours of work order creation date. This will keep us from having any deficiencies. If we get three deficiencies, WE WILL LOSE NY STATE CONTRACT**** ***ATTENTION TECH. PLEASE DO NOT CREATE FOLLOW UP WORK ORDERS FOR FAILED ASSETS. NO FOLLOW UP WORK ORDERS OR REPAIR WORK ORDERS ARE TO BE CREATED FOR THIS CUSTOMER. PLEASE FAIL THEM AND THEN REACH OUT TO THE ACCOUNT MANAGER SO THAT IT CAN BE DISCUSSED WITH THE CORPORATE CONTACT FIRST AS THEY HAVE INTERNAL PEOPLE WHO CAN RESOLVE A LOT OF THEIR ISSUES**** PLEASE COMPLETE PM FORM FOR EACH PIECE OF EQUIPMENT HandiCare Patient Lift: https://form.jotform.com/241965569287071 Vancare P-440: https://form.jotform.com/241965569287071 Therapeutic Tub: https://form.jotform.com/251747256160154 1 piece https://www.ebiotrack.com/inspection.php?iid=29752

Timeline

📞
Case Linked Sep 9, 11:12 PM
Case Number: 00525851
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
Work Order Created Sep 10, 11:40 AM
Work Order: WO-01303617
Type: Preventive Maintenance
Priority: PSM
📅
Status: Ready for Scheduling by Sherry Reich Sep 10, 11:49 AM
From: Entered
To: Ready for Scheduling
Duration in Previous: 9m
🚨 22.0 business days
👷
2 Technician Assigned Oct 9, 1:30 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 29d 1h
2.0 business days
🗓️
2 Status: Scheduled Oct 13, 1:11 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-12T15:00:00.000+0000
🚨 21.0 business days
🔧
Status: Tech On Site by Erwin Forster Nov 12, 11:35 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 29d 23h
✔️
Status: Completed by Erwin Forster Nov 12, 12:30 PM
From: Tech On Site
To: Completed
Duration in Previous: 55m
⏱️
4x Labor Added Nov 12, 7:05 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 2.25, 1, 125
🏁
Status: Closed by Erwin Forster Nov 12, 7:41 PM
From: Completed
To: Closed
Duration in Previous: 7h 10m
3.5 business days
📄
Status: Ready to Bill by Diane Patton Nov 17, 10:18 AM
From: Closed
To: Ready to Bill
Duration in Previous: 4d 14h
⚠️ 5.0 business days
📨
2 Status: Invoice Pending Nov 22, 1:37 PM
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 Nov 24, 1:02 PM
Invoice Number: SM-247382

Bottlenecks

Ready for Scheduling
Duration: 22.0 business days (threshold: 1.0 business days)
Exceeded by 21.0 business days
Assigned
Duration: 1.8 business days (threshold: 4.0 business hours)
Exceeded by 1.3 business days
Scheduled
Duration: 21.0 business days (threshold: 2.0 business days)
Exceeded by 19.0 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Ready to Bill
Duration: 5.0 business days (threshold: 1.0 business days)
Exceeded by 4.0 business days

🔗 Related Artifacts

📞
Case 00525851
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Erwin Forster
Scheduled
Nov 12, 10:00 AM
Created
Sep 10, 11:40 AM
Invoice #
SM-247382

Work Details (4)

Name Type Status Qty Amount Date
WL-03005352 Labor Open 2.25 $0.00 Nov 12, 7:05 PM
WL-03005353 Labor Open 1 $99.00 Nov 12, 7:05 PM
WL-03005354 Travel Open 125 - Nov 12, 7:05 PM
WL-03005355 Expenses Open 1 $0.00 Nov 12, 7:05 PM

Details