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WO-01306369 ↗ ServiceMax

EZ WAY • Preventive Maintenance • PSM

📍 Edenwald — 800 Southerly Rd, Towson MD, 21286

Sep 26, 2025 → Dec 2, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (39 biz days late)
Active: 41 biz days
🕐 Clock stopped: Completed (Nov 30, 2025)
▶ Clock Running
Status: Created
Sep 26 → Sep 26, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 26 → Sep 26, 2025
0 business days (counted)
Running total: 0 of ? biz days used
19d
▶ Clock Running
Status: Assigned
Sep 26 → Oct 24, 2025
19 business days (counted)
Running total: 19 of ? biz days used
▶ Clock Running
Status: Entered
Oct 24 → Oct 24, 2025
0 business days (counted)
Running total: 19 of ? biz days used
▶ Clock Running
Status: On Hold
Oct 24 → Oct 27, 2025
1 business day (counted)
Running total: 20 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 27 → Oct 27, 2025
0 business days (counted)
Running total: 20 of ? biz days used
5d
▶ Clock Running
Status: Scheduled
Oct 27 → Nov 3, 2025
5 business days (counted)
Running total: 25 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 3 → Nov 4, 2025
1 business day (counted)
Running total: 26 of ? biz days used
15d
▶ Clock Running
Status: Reschedule
Nov 4 → Nov 30, 2025
15 business days (counted)
Running total: 41 of ? biz days used
Created: Sep 26, 2025 Completed: Nov 30, 2025
Show SLA Clock Detail (9 periods)
Period Status Clock Biz Days Running Total
Sep 26 → Sep 26 Created ▶ Running 0 0
Sep 26 → Sep 26 Ready for Scheduling ▶ Running 0 0
Sep 26 → Oct 24 Assigned ▶ Running 19 19
Oct 24 → Oct 24 Entered ▶ Running 0 19
Oct 24 → Oct 27 On Hold ▶ Running 1 20
Oct 27 → Oct 27 Ready for Scheduling ▶ Running 0 20
Oct 27 → Nov 3 Scheduled ▶ Running 5 25
Nov 3 → Nov 4 Tech On Site ▶ Running 1 26
Nov 4 → Nov 30 Reschedule ▶ Running 15 41
Dispatch 0.0d
Holding 1.4d (excluded)
Coordinators 42.4d
Field Work 3.6d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
1.4 days
Coordinators
42.4 days
Over SLA
Field Work
3.6 days
Over SLA
Billing
0.0 days
Created: Sep 26, 2025 Due: Dec 1, 2025 Completed: Dec 2, 2025 (on time)
📅
44.0 days Total Age
⏱️
19.4d in Assigned Longest Stage
🔄
11 transitions Status Changes
⚠️
40.5d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
7 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00530481
EZ Way - PM request for Edenwald/Towson, MD
Closed
Preventative Maintenance inspection requested for 2 EZ Way Lifts and 4 EZ Way Stands Inspection checklists and parts lists included along with Service Manuals. 1st visit- to complete inspections and record on paperwork if replacement parts are needed 2nd visit - possible depending on results from 1st visit and customer’s needs. Fm# 5-002S-SC – fill out for each Stand. Fm# 5-002L-SC – fill out for each Lift. **Fill out 2nd page on both forms if any replacement parts are needed. Please let Heather/EZ Way know date of appt: hmccormick@ezlifts.com EMSAR technician must return form# 5-002S-SC and form# 5-002L-SC for each unit. Each form must be signed by facility contact. If tech runs into any issues, please contact Service Dept (Casey or Heather) (800)627-8940 and press ‘3’ for Service (available 7:00 am to 4:30 pm Central Time)
Priority
Standard
Origin
Email
Reason
New Case
Contact
Lori Wolford
Owner
Sherry Reich
Created
Sep 25, 2025
Work Orders from this Case (6)
WO-01306369 (current) Invoiced
Preventive Maintenance • Michael Harris
Created: Sep 26, 2025 • Closed: Dec 2, 2025
WO-01306370 Invoiced
Preventive Maintenance • Michael Harris
Created: Sep 26, 2025 • Closed: Dec 2, 2025
WO-01306371 Invoiced
Preventive Maintenance • Michael Harris
Created: Sep 26, 2025 • Closed: Dec 2, 2025
WO-01306372 Invoiced
Preventive Maintenance • Michael Harris
Created: Sep 26, 2025 • Closed: Nov 3, 2025
WO-01306376 Invoiced
Preventive Maintenance • Michael Harris
Created: Sep 26, 2025 • Closed: Dec 2, 2025
WO-01306378 Invoiced
Preventive Maintenance • Michael Harris
Created: Sep 26, 2025 • Closed: Dec 2, 2025
Completed with significant delays
Invoiced • 159 days old
🚨
Primary Delay 19.4 days stuck in "Assigned"
⏱️
Total Delay 40.5 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
Ready for Scheduling
1.0d / 1.0d SLA
Assigned
19.4d / 0.5d SLA
On Hold
1.4d
Scheduled
6.0d / 2.0d SLA
Tech On Site
1.6d / 1.0d SLA
Reschedule
16.0d / 2.0d SLA
Completed
2.0d / 1.0d SLA
Closed
3.0d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/30/2025 Sramen - pushed due date to 12/1 and marked WO serviced since tech did not do it as requested last week. Marked as FCR yes since pm was completed. Tech is to fill out 2nd side of checklist with part quantities and EZ way will open new request if they want us to return.

11/26/25 RCook- Chattered on WO-01306369-

@[Michael Harris]​ I spoke with Heather McCormick/EZ Way she is requesting that you close these WOs. She also stated to make sure that you fill out the 2nd side of the checklist with the quantity of parts recommended to replace. They will then send a new request over for the parts replacement if the customer agrees. Please close and submit checklists for this WO along with child WOs. Thank you! @[Shawn Rogers]​ @[Matthew Bateman]​ 


11/26/25 RBerry- Received email from Heather McCormick stating technician will need to fill out the checklist with the parts needed and close WOs. Heather will reach out to the customer and ask if they would like us to return to replace parts and send in a new request as needed.


11/26/25 RBerry- Emailed Heather McCormick asking if they would like the repairs completed on the same service requests as the PMs or if new requests are being sent. Also asked for update on parts. See logged email on WO-01306369


11/13 MOwens Child WOs have repairs that need to be completed. Have not received update from EZ Way about part shipment.

10/27 MOwens Lori Wolford called back and the visit is scheduled for first opening on Mon. 11/3 between 10-5.

10/24/25 RCook- Escalated WO to account manager due to contact issues.


10/24/25 RCook- LM with Lori Wolford to schedule. See logged call on WO-01306369


10/13 MOwens Sent an email to Lori Wolford asking about best days to schedule the PM visit.

10/7 MOwens Called to speak to Lori. Left another vm for her to call back to schedule the inspection visit during Oct.

10/6 MOwens Called to speak to Lori Wolford. Left a vm for her to call back to schedule the PM service visit during Oct.

🔧 Work Performed
pm was completed. the full body lift safety program checklist was completed
🔍 Technician Findings
Preventative Maintenance inspection requested for 2 EZ Way Lifts and 4 EZ Way Stands
⚠️ Problem Description
Preventative Maintenance inspection requested for 2 EZ Way Lifts and 4 EZ Way Stands Inspection checklists and parts lists included along with Service Manuals. 1st visit- to complete inspections and record on paperwork if replacement parts are needed 2nd visit - possible depending on results from 1st visit and customer’s needs. Fm# 5-002S-SC – fill out for each Stand. Fm# 5-002L-SC – fill out for each Lift. **Fill out 2nd page on both forms if any replacement parts are needed. Please let Heather/EZ Way know date of appt: hmccormick@ezlifts.com EMSAR technician must return form# 5-002S-SC and form# 5-002L-SC for each unit. Each form must be signed by facility contact. If tech runs into any issues, please contact Service Dept (Casey or Heather) (800)627-8940 and press ‘3’ for Service (available 7:00 am to 4:30 pm Central Time)
📄 Description
Medline MDS500SA Stand Assist Patient Lift, 500lbs

Timeline

📞
Case Linked Sep 25, 3:59 PM
Case Number: 00530481
Subject: EZ Way - PM request for Edenwald/Towson, MD
Status: Closed
📋
2 Work Order Created Sep 26, 8:45 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
👷
2 Technician Assigned Sep 26, 4:51 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 8h 4m
🚨 19.9 business days
🆕
Status: Entered by Rhea Berry Oct 24, 4:37 PM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 27d 23h, 0m
1.9 business days
📅
3 Status: Ready for Scheduling Oct 27, 10:50 AM
Status: Ready for Scheduling → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Melissa Owens
Technician: Michael Harris
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-11-03T15:15:00.000+0000
📅
Dispatch Scheduled by Melissa Owens Oct 27, 11:00 AM
Scheduled For: 2025-11-03T15:00:00.000+0000
⚠️ 6.0 business days
🔧
Status: Tech On Site by Michael Harris Nov 3, 11:10 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 1h
⏱️
Labor Added Nov 3, 11:29 PM
Type: Labor
Status: Open
Qty: 1.4666666666667
⏱️
2x Labor Added Nov 3, 11:38 PM
Type: Labor
Status: Open
Qty: 0.66666666666667, 1.1333333333333
🚗
4x Travel Added Nov 3, 11:47 PM
Type: Travel, Expenses
Status: Open
Qty: 75, 54, 1
🔄
Status: Reschedule by Michael Harris Nov 3, 11:58 PM
From: Tech On Site
To: Reschedule
Duration in Previous: 12h 47m
🚨 16.0 business days
✔️
Status: Completed by Stephanie Ramen Nov 30, 4:55 PM
From: Reschedule
To: Completed
Duration in Previous: 26d 16h
1.9 business days
🏁
Status: Closed by Michael Harris Dec 2, 7:05 AM
From: Completed
To: Closed
Duration in Previous: 1d 14h
3.0 business days
📄
4 Status: Ready to Bill Dec 4, 12:14 PM
Status: Ready to Bill → Status: Invoice Pending → Status: Invoiced → Invoice Created
📨
Status: Invoice Pending by Diane Patton
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 2m
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🧾
Invoice Created
Invoice Number: SM-248179

Bottlenecks

Assigned
Duration: 19.4 business days (threshold: 4.0 business hours)
Exceeded by 18.9 business days
Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Tech On Site
Duration: 1.6 business days (threshold: 1.0 business days)
Exceeded by 4.8 business hours
Reschedule
Duration: 16.0 business days (threshold: 2.0 business days)
Exceeded by 14.0 business days
Completed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00530481
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
Corporate
Technician
Michael Harris
Scheduled
N/A
Created
Sep 26, 8:45 AM
Invoice #
SM-248179

Work Details (7)

Name Type Status Qty Amount Date
WL-02995219 Labor Open 1.4666666666667 $0.00 Nov 3, 11:29 PM
WL-02995224 Labor Open 0.66666666666667 $150.00 Nov 3, 11:38 PM
WL-02995225 Labor Open 1.1333333333333 $0.00 Nov 3, 11:38 PM
WL-02995231 Travel Open 75 $275.00 Nov 3, 11:47 PM
WL-02995232 Travel Open 54 $0.00 Nov 3, 11:47 PM
WL-02995233 Expenses Open 1 $0.00 Nov 3, 11:47 PM
WL-02995234 Expenses Open 1 $0.00 Nov 3, 11:47 PM

Details