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WO-01305419 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Repair/PM • P4

📍 R&L Carriers Pleasant Valley — 8601 Pleasant Valley Road, Pleasant Valley MO, 64068

Sep 19, 2025 → Oct 17, 2025

✅ Completed
P4
SLA Clock
4 business days from creation · Target: Sep 25, 2025
✗ SLA Missed (12 biz days late)
Active: 16 biz days
Paused: 3 biz days
Budget: 4 biz days
🕐 Clock stopped: Completed (Oct 17, 2025)
SLA Target
▶ Clock Running
Status: Created
Sep 19 → Sep 19, 2025
0 business days (counted)
Running total: 0 of 4 biz days used
▶ Clock Running
Status: L2 Screening
Sep 19 → Sep 19, 2025
0 business days (counted)
Running total: 0 of 4 biz days used
⏸3d
⏸ Clock Paused
Status: Awaiting Parts
Sep 19 → Sep 24, 2025
3 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
Sep 24 → Sep 24, 2025
0 business days (counted)
Running total: 0 of 4 biz days used
9d
▶ Clock Running
Status: Assigned
Sep 24 → Oct 7, 2025
9 business days (counted)
Running total: 9 of 4 biz days used
3d
▶ Clock Running
Status: Scheduled
Oct 7 → Oct 13, 2025
3 business days (counted)
Running total: 12 of 4 biz days used
▶ Clock Running
Status: Reschedule
Oct 13 → Oct 13, 2025
0 business days (counted)
Running total: 12 of 4 biz days used
4d
▶ Clock Running
Status: Scheduled
Oct 13 → Oct 17, 2025
4 business days (counted)
Running total: 16 of 4 biz days used
▶ Clock Running
Status: Tech On Site
Oct 17 → Oct 17, 2025
0 business days (counted)
Running total: 16 of 4 biz days used
Created: Sep 19, 2025 Completed: Oct 17, 2025
Business Days Used 16 / 4
0 4d budget +12d over
Show SLA Clock Detail (9 periods)
Period Status Clock Biz Days Running Total
Sep 19 → Sep 19 Created ▶ Running 0 0 / 4
Sep 19 → Sep 19 L2 Screening ▶ Running 0 0 / 4
Sep 19 → Sep 24 Awaiting Parts ⏸ Paused 3
Sep 24 → Sep 24 Ready for Scheduling ▶ Running 0 0 / 4
Sep 24 → Oct 7 Assigned ▶ Running 9 9 / 4
Oct 7 → Oct 13 Scheduled ▶ Running 3 12 / 4
Oct 13 → Oct 13 Reschedule ▶ Running 0 12 / 4
Oct 13 → Oct 17 Scheduled ▶ Running 4 16 / 4
Oct 17 → Oct 17 Tech On Site ▶ Running 0 16 / 4
Dispatch 0.1d
Material Management 3.4d
Coordinators 18.3d
Field Work 0.1d
Billing 0.0d
✗ SLA Missed
Dispatch
0.1 days
Material Management
3.4 days
Over SLA
Coordinators
18.3 days
Over SLA
Field Work
0.1 days
Billing
0.0 days
Created: Sep 19, 2025 Due: Sep 25, 2025 Completed: Oct 17, 2025 (21 days late)
📅
19.5 days Total Age
⏱️
10.0d in Assigned Longest Stage
🔄
11 transitions Status Changes
⚠️
13.9d over Total Delay
📦
2 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Completed with significant delays
Invoiced • 166 days old
🚨
Primary Delay 10.0 days stuck in "Assigned"
⏱️
Total Delay 13.9 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
L2 Screening
0.1d / 1.0d SLA
Awaiting Parts
3.4d / 3.0d SLA
Ready for Scheduling
0.3d / 1.0d SLA
Assigned
10.0d / 0.5d SLA
Scheduled
8.0d / 2.0d SLA
Reschedule
0.0d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Closed
0.8d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/13 KKelch Amanda called me back to schedule for 10/17 between 9 and 11 am. Customer confirmed. 

10/13 KKelch called Amanda to reschedule for 10/17 between 9 and 11 am. Left VM. 

10/7/25 RCook- Spoke with Amanda Stewart scheduled for next available for local tech on 10/13/25. Arrival time between 8-10AM. 


9/24 KKelch called Amanda to schedule for 9/29 between 12 and 1 pm. The person who answered the phone let me know she is OOO until Monday.

🔧 Work Performed
replaced pod, cuff , and ac power. performed pm as well
🔍 Technician Findings
error message will not take bp measurements
⚠️ Problem Description
Tech will be shipped replacement LC300 L assembly, and power cord kit to replace on unit. **IMPORTANT** This is a Non Retail location and a scheduled appointment must be made in advance to ensure the machine will be made available prior to tech arrival on site. If a work market technician has to be used SDL must obtain approval from Higi prior to scheduling work. If the technician is unable to make contact on the first attempt, email EMSAR at higisupport@emsar.com so HIGI can be notified to provide us with an alternate contact name and number. Any calls made MUST be logged on the work order under Activity History with who you spoke to and date/time of call. There is a mandatory 4 business days in which to complete this work. If you have questions or require technical support during the service, call 931-284-4999 and follow the prompts to reach the EMSAR Level II Support team for assistance (Support Hours are Monday-Friday from 8:00 AM EST until 8:00 PM EST). Provide the team member with the Work Order number, location, and problem description. **ALL NON-EMSAR TECHNICIANS: You must check in from the location as soon as you arrive onsite and before you begin working on the kiosk. Call 931-284-4999 and follow the prompts. If there are any questions about the service expectations, use this opportunity to ask the Level II Support team.** Please Perform the PM for this Kiosk based on the product listed in the work order: 90550, LC300, LC500. ***IMPORTANT CHANGE**** Please Log/notate in the technician findings the number of times the kiosk was used and double check the SN. If the SN is different than in the work order please also notate the correct SN. Regardless if the SN matches continue to perform the PM service. If location is a non-retail location a call ahead to schedule is required PM Checklist Tips: If Checklist is not populating, make sure the order type contains 'PM' and the product must contain an 90550, LC300 or LC500. Update the order status to 'tech onsite' and the workflow will look for the parameters in which a PM checklist is required and will auto attach. Common missed step: After you Finalize the checklist you must select 'Print checklist' for the checklist to attach to the work order for the billing reviewer to review.
📄 Description
Model 300 with Backboard

Timeline

📋
2 Work Order Created Sep 19, 4:11 PM
Work Order Created → Status: L2 Screening
🔍
Status: L2 Screening by Sherry Reich
From: Entered
To: L2 Screening
Duration in Previous: 2m
📦
2 Parts Requested Sep 19, 4:40 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Emmanuel Morales
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 26m
3.9 business days
📅
Status: Ready for Scheduling by Robert Cox Sep 24, 9:14 AM
From: Awaiting Parts
To: Ready for Scheduling
Duration in Previous: 4d 16h
👷
2 Technician Assigned Sep 24, 12:01 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2h 46m
🚨 10.0 business days
🗓️
2 Status: Scheduled Oct 7, 10:34 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2025-10-13T14:00:00.000+0000
📦
2 Parts Requested Oct 7, 1:19 PM
Parts Requested → 3x Parts Added
🔩
3x Parts Added
Type: Parts, Expenses
Status: Open
Qty: 1
4.0 business days
🔄
Status: Reschedule by Kaitlyn Kelch Oct 13, 11:30 AM
From: Scheduled
To: Reschedule
Duration in Previous: 6d 0h
🗓️
2 Status: Scheduled Oct 13, 12:12 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2025-10-17T14:00:00.000+0000
4.0 business days
🔧
Status: Tech On Site by Thomas Langenberg Oct 17, 10:31 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 3d 22h
⏱️
Labor Added Oct 17, 11:01 AM
Type: Labor
Status: Open
Qty: 1.4333333333333
⏱️
2 2x Labor Added Oct 17, 11:09 AM
2x Labor Added → Status: Completed
✔️
Status: Completed by Thomas Langenberg
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 42m, 0m
📄
2 Status: Ready to Bill Oct 17, 5:17 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Hannah Shaw
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
⚠️ 5.8 business days
🧾
Invoice Created Oct 24, 10:33 AM
Invoice Number: SM-244103

Bottlenecks

Awaiting Parts
Duration: 3.4 business days (threshold: 3.0 business days)
Exceeded by 3.3 business hours
Assigned
Duration: 10.0 business days (threshold: 4.0 business hours)
Exceeded by 9.5 business days
Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📦
Parts Order 00082100
Closed
📦
Parts Order 00083088
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P4
Type
Repair/PM
Branch
N/A
Technician
Thomas J Langenberg Jr
Scheduled
Oct 17, 10:00 AM
Created
Sep 19, 4:11 PM
Invoice #
SM-244103

Work Details (6)

Name Type Status Qty Amount Date
WL-02962048 Parts Open 1 $0.00 Oct 7, 1:19 PM
WL-02962049 Parts Open 1 $0.00 Oct 7, 1:19 PM
WL-02962050 Expenses Open 1 $0.00 Oct 7, 1:19 PM
WL-02974284 Labor Open 1.4333333333333 $0.00 Oct 17, 11:01 AM
WL-02974287 Labor Open 0.81666666666667 $0.00 Oct 17, 11:09 AM
WL-02974288 Travel Open 36 $0.00 Oct 17, 11:09 AM

Details