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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01307666 ↗ ServiceMax

COMPASSIONATE FAMILY MEDICINE • Inspection • PSM

📍 Compassionate Family Medicine - Cicero — 6251 State Route 31, Cicero NY, 13039

Oct 3, 2025 → Jan 30, 2026

✅ Completed
PSM
SLA Clock
Last business day of October 2025 · Target: Oct 31, 2025
✗ SLA Missed (58 biz days late)
Active: 78 biz days
🕐 Clock stopped: Completed (Jan 30, 2026)
▶ Clock Running
Status: Created
Oct 3 → Oct 3, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 3 → Oct 7, 2025
2 business days (counted)
Running total: 2 of ? biz days used
12d
▶ Clock Running
Status: Assigned
Oct 7 → Oct 24, 2025
12 business days (counted)
Running total: 14 of ? biz days used
▶ Clock Running
Status: On Hold
Oct 24 → Oct 28, 2025
2 business days (counted)
Running total: 16 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 28 → Oct 29, 2025
1 business day (counted)
Running total: 17 of ? biz days used
12d
▶ Clock Running
Status: Assigned
Oct 29 → Nov 17, 2025
12 business days (counted)
Running total: 29 of ? biz days used
▶ Clock Running
Status: On Hold
Nov 17 → Nov 17, 2025
0 business days (counted)
Running total: 29 of ? biz days used
▶ Clock Running
Status: Reschedule
Nov 17 → Nov 17, 2025
0 business days (counted)
Running total: 29 of ? biz days used
▶ Clock Running
Status: Assigned
Nov 17 → Nov 17, 2025
0 business days (counted)
Running total: 29 of ? biz days used
15d
▶ Clock Running
Status: Scheduled
Nov 17 → Dec 10, 2025
15 business days (counted)
Running total: 44 of ? biz days used
▶ Clock Running
Status: Reschedule
Dec 10 → Dec 17, 2025
5 business days (counted)
Running total: 49 of ? biz days used
▶ Clock Running
Status: Assigned
Dec 17 → Dec 22, 2025
3 business days (counted)
Running total: 52 of ? biz days used
15d
▶ Clock Running
Status: On Hold
Dec 22 → Jan 14, 2026
15 business days (counted)
Running total: 67 of ? biz days used
▶ Clock Running
Status: Reschedule
Jan 14 → Jan 14, 2026
0 business days (counted)
Running total: 67 of ? biz days used
▶ Clock Running
Status: Assigned
Jan 14 → Jan 14, 2026
0 business days (counted)
Running total: 67 of ? biz days used
7d
▶ Clock Running
Status: Scheduled
Jan 14 → Jan 26, 2026
7 business days (counted)
Running total: 74 of ? biz days used
▶ Clock Running
Status: Reschedule
Jan 26 → Jan 26, 2026
0 business days (counted)
Running total: 74 of ? biz days used
▶ Clock Running
Status: Scheduled
Jan 26 → Jan 26, 2026
0 business days (counted)
Running total: 74 of ? biz days used
▶ Clock Running
Status: Entered
Jan 26 → Jan 26, 2026
0 business days (counted)
Running total: 74 of ? biz days used
▶ Clock Running
Status: Assigned
Jan 26 → Jan 26, 2026
0 business days (counted)
Running total: 74 of ? biz days used
▶ Clock Running
Status: Scheduled
Jan 26 → Jan 30, 2026
4 business days (counted)
Running total: 78 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jan 30 → Jan 30, 2026
0 business days (counted)
Running total: 78 of ? biz days used
Created: Oct 3, 2025 Completed: Jan 30, 2026
Show SLA Clock Detail (22 periods)
Period Status Clock Biz Days Running Total
Oct 3 → Oct 3 Created ▶ Running 0 0
Oct 3 → Oct 7 Ready for Scheduling ▶ Running 2 2
Oct 7 → Oct 24 Assigned ▶ Running 12 14
Oct 24 → Oct 28 On Hold ▶ Running 2 16
Oct 28 → Oct 29 Ready for Scheduling ▶ Running 1 17
Oct 29 → Nov 17 Assigned ▶ Running 12 29
Nov 17 → Nov 17 On Hold ▶ Running 0 29
Nov 17 → Nov 17 Reschedule ▶ Running 0 29
Nov 17 → Nov 17 Assigned ▶ Running 0 29
Nov 17 → Dec 10 Scheduled ▶ Running 15 44
Dec 10 → Dec 17 Reschedule ▶ Running 5 49
Dec 17 → Dec 22 Assigned ▶ Running 3 52
Dec 22 → Jan 14 On Hold ▶ Running 15 67
Jan 14 → Jan 14 Reschedule ▶ Running 0 67
Jan 14 → Jan 14 Assigned ▶ Running 0 67
Jan 14 → Jan 26 Scheduled ▶ Running 7 74
Jan 26 → Jan 26 Reschedule ▶ Running 0 74
Jan 26 → Jan 26 Scheduled ▶ Running 0 74
Jan 26 → Jan 26 Entered ▶ Running 0 74
Jan 26 → Jan 26 Assigned ▶ Running 0 74
Jan 26 → Jan 30 Scheduled ▶ Running 4 78
Jan 30 → Jan 30 Tech On Site ▶ Running 0 78
Dispatch 0.0d
Holding 19.1d (excluded)
Coordinators 69.3d
Field Work 0.2d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
19.1 days
Coordinators
69.3 days
Over SLA
Field Work
0.2 days
Billing
0.0 days
Created: Oct 3, 2025 Due: Jan 30, 2026 Completed: Jan 30, 2026 (on time)
📅
79.0 days Total Age
⏱️
16.0d in On Hold Longest Stage
🔄
18 transitions Status Changes
⚠️
58.5d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00532757
eBiotrack - New Inspection Created
Closed
Initial Annual Inspection Service https://www.ebiotrack.com/omnicor/inspection.php?iid=10237
Priority
Standard
Origin
Email
Reason
New Case
Contact
Erika Mawyin
Owner
Kimberly Hardison
Created
Oct 3, 2025
Work Orders from this Case (1)
WO-01307666 (current) Invoiced
Inspection • Darek Kirkpatrick
Created: Oct 3, 2025 • Closed: Jan 30, 2026
Completed with significant delays
Invoiced • 152 days old
🚨
Primary Delay 16.0 days stuck in "On Hold"
⏱️
Total Delay 58.5 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
4.5d / 1.0d SLA
Assigned
29.6d / 0.5d SLA
On Hold
19.1d
Scheduled
29.0d / 2.0d SLA
Reschedule
6.2d / 2.0d SLA
Tech On Site
0.2d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
1/26 KSmith -- Rescheduled for 1/30 with Erika around 830am

1/26 KSmith -- Need to reschedule due to winter storm that has grounded all of NY. Sent email to reschedule for Friday.

1/14 KSmith -- Erika reached out to schedule service. Scheduled for 1/26 at 830am.

12/22 KSmith -- Erika has not responded to any attempts to reschedule. Placing on hold/escalating

12/17 KSmith -- Sent Erika updated available dates (We are down one FSE in this area now)

12/16 KSmith -- Sent updated available dates to Erika and am awaiting response

12/10 KSmith -- Erika requested I sent an email with our available dates and she would let us know what date works best.

12/10 KSmith -- Left VM for Erika to reschedule. FSE is out sick today.

11/17/2025jsells

Hello

8am will not working for us. We need around 9am

11/17 KSmith -- Erika responded requesting 12/10 for a scheduled date. 8-10am

11/17 KSmith -- Still no response from Erika. Placing on hold/escalating.

11/4 KSmith -- Still no response from Erika. She advised she will reach out with a date that works (Erika does not like to be contacted multiples times and will reach out when she is ready)

10/29 KSmith -- Provided Erika the available Tuesdays in November. Erika is checking the dates and will get back to us

10/28 SBerry: Confirmed POC info, moved WO back to RFS

10/24 KSmith -- Customer has stopped responding to attempts to schedule. Placing on hold/escalating.

10/22 KSmith -- Provided Erika with our currently available Tuesday's through November and am awaiting response

10/20 KSmith -- Provided Erika with our currently available Tuesday's through November and am awaiting response

10/13 KSmith -- Provided Erika with our currently available Tuesday's through November and am awaiting response

10/9 KSmith -- Erika requested the first week of November. Provided available Tuesday's in November and am awaiting response. (First Tuesday of November is booked for all FSEs)

10/9 KSmith -- Erika requested a Tuesday around 830. Provided 10/28 as a scheduled date and am awaiting response

10/8 KSmith -- Sent email to schedule for 10/24

10/7 KSmith -- Sent email to schedule for 10/24

🔧 Work Performed
ANNUAL INSPECTION 22 items
🔍 Technician Findings
ANNUAL INSPECTION
⚠️ Problem Description
Initial Annual Inspection Service I will need to schedule this on a Tuesday. At least 2 weeks out at 830ish https://www.ebiotrack.com/omnicor/inspection.php?iid=10237

Timeline

📞
Case Linked Oct 3, 11:34 AM
Case Number: 00532757
Subject: eBiotrack - New Inspection Created
Status: Closed
📋
2 Work Order Created Oct 3, 12:16 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
3.0 business days
👷
2 Technician Assigned Oct 7, 12:45 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 4d 0h
3.0 business days
👷
Technician Assigned by Kourtney Smith Oct 9, 8:29 AM
Technician: Bernard Thompson
🚨 11.0 business days
⏸️
Status: On Hold by Kourtney Smith Oct 24, 9:28 AM
From: Assigned
To: On Hold
Duration in Previous: 16d 20h
3.0 business days
📅
Status: Ready for Scheduling by Scott Berry Oct 28, 3:22 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 4d 5h
👷
2 Technician Assigned Oct 29, 9:08 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 17h 46m
🚨 13.0 business days
⏸️
Status: On Hold by Kourtney Smith Nov 17, 11:18 AM
From: Assigned
To: On Hold
Duration in Previous: 19d 3h
🔄
3 Status: Reschedule Nov 17, 12:01 PM
Status: Reschedule → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: Taylor Duda
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-12-10T13:00:00.000+0000
📅
Dispatch Scheduled by Kourtney Smith Nov 18, 6:56 AM
Scheduled For: 2025-12-10T14:00:00.000+0000
🚨 15.0 business days
🔄
Status: Reschedule by Kourtney Smith Dec 10, 10:34 AM
From: Scheduled
To: Reschedule
Duration in Previous: 22d 22h
⚠️ 6.0 business days
👷
2 Technician Assigned Dec 17, 1:47 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Reschedule
To: Assigned
Duration in Previous: 7d 3h
4.0 business days
⏸️
Status: On Hold by Kourtney Smith Dec 22, 8:22 AM
From: Assigned
To: On Hold
Duration in Previous: 4d 18h
🚨 16.0 business days
🔄
3 Status: Reschedule Jan 14, 9:43 AM
Status: Reschedule → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: Bernard Thompson
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-01-26T13:30:00.000+0000
⚠️ 8.0 business days
🔄
Status: Reschedule by Kourtney Smith Jan 26, 8:14 AM
From: Scheduled
To: Reschedule
Duration in Previous: 11d 22h
🗓️
2 Status: Scheduled Jan 26, 9:40 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-01-30T13:30:00.000+0000
🆕
3 Status: Entered Jan 26, 10:50 AM
Status: Entered → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: Darek Kirkpatrick
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-01-30T13:00:00.000+0000
5.0 business days
⏱️
2x Labor Added Jan 30, 7:49 AM
Type: Labor, Travel
Status: Open
Qty: 0.58333333333333, 14
🔧
Status: Tech On Site by Darek Kirkpatrick Jan 30, 8:00 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 3d 21h
⏱️
2 Labor Added Jan 30, 9:54 AM
Labor Added → Status: Completed
✔️
Status: Completed by Darek Kirkpatrick
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 1h 55m, 0m
2.0 business days
📄
3 Status: Ready to Bill Feb 2, 2:46 PM
Status: Ready to Bill → Invoice Created → Status: Invoiced
🧾
Invoice Created
Invoice Number: SM-252813
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m

Bottlenecks

Ready for Scheduling
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Assigned
Duration: 12.9 business days (threshold: 4.0 business hours)
Exceeded by 12.4 business days
Ready for Scheduling
Duration: 1.6 business days (threshold: 1.0 business days)
Exceeded by 4.6 business hours
Assigned
Duration: 13.0 business days (threshold: 4.0 business hours)
Exceeded by 12.5 business days
Scheduled
Duration: 15.9 business days (threshold: 2.0 business days)
Exceeded by 13.9 business days
Reschedule
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Assigned
Duration: 3.7 business days (threshold: 4.0 business hours)
Exceeded by 3.2 business days
Scheduled
Duration: 8.0 business days (threshold: 2.0 business days)
Exceeded by 6.0 business days
Scheduled
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00532757
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Darek Kirkpatrick
Scheduled
Jan 30, 8:00 AM
Created
Oct 3, 12:16 PM
Invoice #
SM-252813

Work Details (3)

Name Type Status Qty Amount Date
WL-03084564 Labor Open 0.58333333333333 $70.00 Jan 30, 7:49 AM
WL-03084565 Travel Open 14 - Jan 30, 7:49 AM
WL-03084708 Labor Open 2 $330.00 Jan 30, 9:54 AM

Details