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← WO Overview

WO-01307680 ↗ ServiceMax

Steris • Installation • PC

📍 Kaiser - Antioch — 4501 Sand Creek Rd, Antioch CA, 94531

Oct 3, 2025 → Oct 8, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Oct 31, 2025
✓ SLA Met (17 biz days early)
Active: 2 biz days
🕐 Clock stopped: Tech Off Site (Oct 7, 2025)
▶ Clock Running
Status: Created
Oct 3 → Oct 3, 2025
0 business days (counted)
Running total: 0 of ? biz days used
0d
▶ Clock Running
Status: Ready for Scheduling
Oct 3 → Oct 5, 2025
0 business days (counted)
Running total: 0 of ? biz days used
1d
▶ Clock Running
Status: Scheduled
Oct 5 → Oct 6, 2025
1 business day (counted)
Running total: 1 of ? biz days used
1d
▶ Clock Running
Status: Tech On Site
Oct 6 → Oct 7, 2025
1 business day (counted)
Running total: 2 of ? biz days used
Created: Oct 3, 2025 Tech Off Site: Oct 7, 2025
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Oct 3 → Oct 3 Created ▶ Running 0 0
Oct 3 → Oct 5 Ready for Scheduling ▶ Running 0 0
Oct 5 → Oct 6 Scheduled ▶ Running 1 1
Oct 6 → Oct 7 Tech On Site ▶ Running 1 2
Dispatch 0.0d
Coordinators 1.8d
Field Work 3.4d
Billing 4.5d
✓ SLA Met
Dispatch
0.0 days
Coordinators
1.8 days
Field Work
3.4 days
Over SLA
Billing
4.5 days
Over SLA
Created: Oct 3, 2025 Due: Oct 31, 2025 Completed: Oct 8, 2025 (23 days early)
📅
3.8 days Total Age
⏱️
4.5d in Ready to Bill Longest Stage
🔄
9 transitions Status Changes
⚠️
6.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
32 lines Work Details
🚩
3 visits On-Site Trips
📋
Coordinator Scheduling
🚩
3 On-Site Visits
3 on-site visits — why were multiple trips needed?
Visit 1 Oct 5, 2025
Visit 2 Oct 6, 2025
Visit 3 Oct 7, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00532636
Kaiser Antioch - SOA 16613842 - (2) Reliance 6000
Closed
Install Drying Cabinet including seismic
Priority
Standard
Origin
Email
Reason
New Case
Contact
Lou Hellman
Owner
Kimberly Hardison
Created
Oct 2, 2025
Work Orders from this Case (1)
WO-01307680 (current) Invoiced
Installation • Robert Butler
Created: Oct 3, 2025 • Closed: Oct 8, 2025
Completed with minor delays
Invoiced • 152 days old
🚨
Primary Delay 4.5 days stuck in "Ready to Bill"
⏱️
Total Delay 6.6 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
0.8d / 1.0d SLA
Scheduled
1.0d / 2.0d SLA
Tech On Site
1.1d / 1.0d SLA
Tech Off Site
0.4d / 2.0d SLA
Completed
2.0d / 1.0d SLA
Closed
3.0d / 1.0d SLA
Ready to Bill
4.5d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10-15 Pgreen

Good Evening Yecenia,

               Lou had an outstanding change order on WO-01280692 for 200.28$. Instead of cutting a separate PO for this change order he added it to our bid on WO-01307680. Bid was $2800+200.28(change order)= 3000.28$. Apparently it is a hard process for Steris to cut a separate PO for change orders

🔧 Work Performed
Arrived to find Steris Installer Lou on location for the installation of 2 Drying Cabinets. Arrived on the second floor to find the cabinets set in the room. Hardware is in the room for the installation. All units were installed using Steris Seismic requirements and both cabinets were installed and made ready for startup. Units were cleaned and were in ready condition at time of departure.
🔍 Technician Findings
Cabinets on site.
⚠️ Problem Description
Install Drying Cabinet including seismic

Timeline

📞
Case Linked Oct 2, 10:34 PM
Case Number: 00532636
Subject: Kaiser Antioch - SOA 16613842 - (2) Reliance 6000
Status: Closed
📋
▶
2 Work Order Created Oct 3, 1:17 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
💵
4x Expenses Added Oct 3, 5:49 PM
Type: Expenses
Status: Open
Qty: 1
⏳ 0.8 business days
👷
▶
3 Technician Assigned Oct 5, 3:55 PM
Technician Assigned → Dispatch Scheduled → Status: Scheduled
📅
Dispatch Scheduled by Peter Green
Scheduled For: 2025-10-06T15:00:00.000+0000
🗓️
Status: Scheduled by Peter Green
From: Ready for Scheduling
To: Scheduled
Duration in Previous: 2d 2h
⏱️
5x Labor Added Oct 6, 1:19 AM
Type: Labor, Travel
Status: Open
Qty: 0.75, 8, 1.25, 58.6, 31.6
🔧
Status: Tech On Site by Mike Grijalva Oct 6, 10:30 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 18h 34m
🚗
Status: Tech Off Site by Robert Butler Oct 6, 8:36 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 10h 6m
⏱️
▶
2 6x Labor Added Oct 6, 11:29 PM
6x Labor Added → Status: Completed
✔️
Status: Completed by Mike Grijalva
From: Tech Off Site
To: Completed
Duration in Previous: 2h 53m
⏱️
▶
2 5x Labor Added Oct 7, 2:33 AM
5x Labor Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
⏳ 2.0 business days
🚗
5x Travel Added Oct 8, 9:01 AM
Type: Travel, Labor
Status: Open
Qty: 38.7, 1, 7.5, 3.7
💵
6x Expenses Added Oct 8, 9:14 AM
Type: Expenses
Status: Open
Qty: 1
🏁
Status: Closed by Robert Butler Oct 8, 9:23 AM
From: Completed
To: Closed
Duration in Previous: 1d 9h
⏳ 3.0 business days
📄
Status: Ready to Bill by Nicole Floyd Oct 13, 1:30 PM
From: Closed
To: Ready to Bill
Duration in Previous: 5d 4h
⏳ 4.0 business days
📨
Status: Invoice Pending by Yecenia Campos Oct 20, 12:03 AM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 6d 10h
💰
Status: Invoiced by Yecenia Campos Oct 20, 12:09 AM
From: Invoice Pending
To: Invoiced
Duration in Previous: 5m
🧾
Invoice Created Oct 20, 12:41 AM
Invoice Number: SM-244113

Bottlenecks

Tech On Site
Duration: 1.1 business days (threshold: 1.0 business days)
Exceeded by 0.6 business hours
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
Ready to Bill
Duration: 4.5 business days (threshold: 1.0 business days)
Exceeded by 3.5 business days

🔗 Related Artifacts

📞
Case 00532636
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
N/A
Technician
Robert Butler
Scheduled
Oct 6, 11:00 AM
Created
Oct 3, 1:17 PM
Invoice #
SM-244113

Work Details (32)

Name Type Status Qty Amount Date
WL-02959626 Expenses Open 1 $0.00 Oct 3, 5:49 PM
WL-02959627 Expenses Open 1 $0.00 Oct 3, 5:49 PM
WL-02959628 Expenses Open 1 $0.00 Oct 3, 5:49 PM
WL-02959629 Expenses Open 1 $0.00 Oct 3, 5:49 PM
WL-02960544 Labor Open 0.75 $0.00 Oct 6, 1:19 AM
WL-02960545 Labor Open 8 $3,000.28 Oct 6, 1:19 AM
WL-02960546 Labor Open 1.25 $0.00 Oct 6, 1:19 AM
WL-02960547 Travel Open 58.6 $0.00 Oct 6, 1:19 AM
WL-02960548 Travel Open 31.6 $0.00 Oct 6, 1:19 AM
WL-02961644 Labor Open 2 $0.00 Oct 6, 11:29 PM
WL-02961645 Labor Open 10.25 $0.00 Oct 6, 11:29 PM
WL-02961646 Labor Open 1.75 $0.00 Oct 6, 11:29 PM
WL-02961647 Travel Open 65 $0.00 Oct 6, 11:29 PM
WL-02961648 Travel Open 65 $0.00 Oct 6, 11:29 PM
WL-02961649 Expenses Open 1 $0.00 Oct 6, 11:29 PM
WL-02961737 Labor Open 0.5 $0.00 Oct 7, 2:33 AM
WL-02961738 Labor Open 10.5 $0.00 Oct 7, 2:33 AM
WL-02961739 Labor Open 2.75 $0.00 Oct 7, 2:33 AM
WL-02961740 Travel Open 18.8 $0.00 Oct 7, 2:33 AM
WL-02961741 Travel Open 51.8 $0.00 Oct 7, 2:33 AM
WL-02961742 Expenses Open 1 $0.00 Oct 7, 2:38 AM
WL-02963011 Travel Open 38.7 $0.00 Oct 8, 9:01 AM
WL-02963007 Labor Open 1 $0.00 Oct 8, 9:01 AM
WL-02963008 Labor Open 7.5 $0.00 Oct 8, 9:01 AM
WL-02963009 Labor Open 1 $0.00 Oct 8, 9:01 AM
WL-02963010 Travel Open 3.7 $0.00 Oct 8, 9:01 AM
WL-02963028 Expenses Open 1 $0.00 Oct 8, 9:14 AM
WL-02963023 Expenses Open 1 $0.00 Oct 8, 9:14 AM
WL-02963024 Expenses Open 1 $0.00 Oct 8, 9:14 AM
WL-02963025 Expenses Open 1 $0.00 Oct 8, 9:14 AM
WL-02963026 Expenses Open 1 $0.00 Oct 8, 9:14 AM
WL-02963027 Expenses Open 1 $0.00 Oct 8, 9:14 AM

Details