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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01308237 ↗ ServiceMax

PRESBYTERIAN HOME • Repair • P3

📍 PRESBYTERIAN HOME Residential Community — 4300 MIDDLE SETTLEMENT ROAD, NEW HARTFORD NY, 13413

Oct 8, 2025 → Feb 27, 2026

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Oct 14, 2025
✗ SLA Missed (6 biz days late)
Active: 9 biz days
Paused: 85 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Feb 27, 2026)
SLA Target
▶ Clock Running
Status: Created
Oct 8 → Oct 8, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: L2 Screening
Oct 8 → Oct 8, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
⏸85d
⏸ Clock Paused
Status: Awaiting Parts
Oct 8 → Feb 16, 2026
85 business days (not counted)
▶ Clock Running
Status: Reschedule
Feb 16 → Feb 17, 2026
1 business day (counted)
Running total: 1 of 3 biz days used
▶ Clock Running
Status: Assigned
Feb 17 → Feb 18, 2026
1 business day (counted)
Running total: 2 of 3 biz days used
▶ Clock Running
Status: Entered
Feb 18 → Feb 23, 2026
3 business days (counted)
Running total: 5 of 3 biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 23 → Feb 23, 2026
0 business days (counted)
Running total: 5 of 3 biz days used
▶ Clock Running
Status: Assigned
Feb 23 → Feb 24, 2026
1 business day (counted)
Running total: 6 of 3 biz days used
▶ Clock Running
Status: Scheduled
Feb 24 → Feb 27, 2026
3 business days (counted)
Running total: 9 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Feb 27 → Feb 27, 2026
0 business days (counted)
Running total: 9 of 3 biz days used
Created: Oct 8, 2025 Completed: Feb 27, 2026
Business Days Used 9 / 3
0 3d budget +6d over
Show SLA Clock Detail (10 periods)
Period Status Clock Biz Days Running Total
Oct 8 → Oct 8 Created ▶ Running 0 0 / 3
Oct 8 → Oct 8 L2 Screening ▶ Running 0 0 / 3
Oct 8 → Feb 16 Awaiting Parts ⏸ Paused 85
Feb 16 → Feb 17 Reschedule ▶ Running 1 1 / 3
Feb 17 → Feb 18 Assigned ▶ Running 1 2 / 3
Feb 18 → Feb 23 Entered ▶ Running 3 5 / 3
Feb 23 → Feb 23 Ready for Scheduling ▶ Running 0 5 / 3
Feb 23 → Feb 24 Assigned ▶ Running 1 6 / 3
Feb 24 → Feb 27 Scheduled ▶ Running 3 9 / 3
Feb 27 → Feb 27 Tech On Site ▶ Running 0 9 / 3
Dispatch 4.0d
Material Management 86.0d
Coordinators 8.9d
Field Work 0.2d
Billing 0.0d
✗ SLA Missed
Dispatch
4.0 days
Over SLA
Material Management
86.0 days
Over SLA
Coordinators
8.9 days
Over SLA
Field Work
0.2 days
Billing
0.0 days
Created: Oct 8, 2025 Due: Feb 26, 2026 Completed: Feb 27, 2026 (on time)
📅
95.0 days Total Age
⏱️
86.0d in Awaiting Parts Longest Stage
🔄
12 transitions Status Changes
⚠️
93.2d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
11 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00533317
eBiotrack - New Work Order Request - Inspection Repair
Closed
Q-00030470 PRESBYTERIAN HOME Site: PRESBYTERIAN HOME Customer: PRESBYTERIAN HOME Customer #: 1058 4290 MIDDLE SETTLEMENT ROAD NEW HARTFORD, NY 13413 Inspection #: 10189 Asset ID: 13035553 Model: HEALTHOMETER - 549KL Notes: Failed previous inspection for same issue and still needs to be quoted if parts are available. Unit is missing power cord and battery pack holder (6AA) and cover. Attached pictures of scale and parts needed to the equipment asset number on EBT. Parts Needed- Emsar to follow up with quote for needed replacement part. Parts needed 1 AC adaptor, ADPT30 1 battery door, 69-00002 1 battery holder, 69-00041 6 AA batteries, AA battery
Priority
Standard
Origin
Email
Reason
New Case
Contact
Allie Tomasi
Owner
Sherry Reich
Created
Oct 6, 2025
Work Orders from this Case (1)
WO-01308237 (current) Invoiced
Repair • Bernard Thompson
Created: Oct 8, 2025 • Closed: Feb 27, 2026
Completed with significant delays
Invoiced • 147 days old
🚨
Primary Delay 86.0 days stuck in "Awaiting Parts"
⏱️
Total Delay 93.2 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
4.0d / 0.5d SLA
L2 Screening
0.0d / 1.0d SLA
Awaiting Parts
86.0d / 3.0d SLA
Reschedule
1.0d / 2.0d SLA
Assigned
3.7d / 0.5d SLA
Ready for Scheduling
0.1d / 1.0d SLA
Scheduled
4.0d / 2.0d SLA
Tech On Site
0.2d / 1.0d SLA
Closed
3.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2/26 KSmith -- Could not reschedule for today due to another customer not wanting to reschedule their service. SLA will be missed and Shawn is aware.

2/25/26 RBerry- Sent teams chat to ASC asking if this WO can be moved up to 2/26/26 and the inspection be pushed out to 2/27 to meet the SLA.


2/24 KSmith -- Scheduled for Friday with Allie. 9-11am

When the tech arrives, he can reach out to our maintenance mechanic in that building, Jay Timian 680-219-3915.

2/24 KSmith -- Sent email to schedule for Friday

2/23 SBerry: site at 4290 closed, equipment moved to account's residential living site at 4300 Middle Settlement. Site updated, Due date updated, EBT updated. WO moved to RFS. Parts confirmed on site, ready for repair

2/18 KSmith -- Email attached from Allie this location has permanently closed. No further serviced needed. Chatter to Scott B so location can be archived in EBT.

2/18 KSmith -- Left VM and Sent email to schedule for tomorrow

2/17 KSmith -- WO flipped to RFS 2/16. Sent email to schedule for Thursday

🔧 Work Performed
Installed new batteries into the battery pack, inserted into unit along with the battery door. Verified accuracy of the scale. Placed AC charger on shelf next to humidifier for future use.
🔍 Technician Findings
Upon arrival found unit out of service ready for repair.
⚠️ Problem Description
Q-00030470 PRESBYTERIAN HOME Site: PRESBYTERIAN HOME Customer: PRESBYTERIAN HOME Customer #: 1058 4290 MIDDLE SETTLEMENT ROAD NEW HARTFORD, NY 13413 Inspection #: 10189 Asset ID: 13035553 Model: HEALTHOMETER - 549KL Notes: Failed previous inspection for same issue and still needs to be quoted if parts are available. Unit is missing power cord and battery pack holder (6AA) and cover. Attached pictures of scale and parts needed to the equipment asset number on EBT. Parts Needed- Emsar to follow up with quote for needed replacement part. Parts needed 1 AC adaptor, ADPT30 1 battery door, 69-00002 1 battery holder, 69-00041 6 AA batteries, AA battery

Timeline

📞
Case Linked Oct 6, 3:05 PM
Case Number: 00533317
Subject: eBiotrack - New Work Order Request - Inspection Repair
Status: Closed
3.0 business days
📋
4 Work Order Created Oct 8, 8:45 AM
Work Order Created → Status: L2 Screening → Parts Requested → Status: Awaiting Parts
🔍
Status: L2 Screening by Sherry Reich
From: Entered
To: L2 Screening
Duration in Previous: 0m
📦
Parts Requested
Order: 00083148
Status: Closed
📦
Status: Awaiting Parts by Dave Creditt
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 2m
🚨 86.0 business days
🔩
2 4x Parts Added Feb 16, 4:10 PM
4x Parts Added → Status: Reschedule
🔄
Status: Reschedule by Keith Fricke
From: Awaiting Parts
To: Reschedule
Duration in Previous: 131d 8h
👷
2 Status: Assigned Feb 17, 8:26 AM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Kourtney Smith
Technician: Bernard Thompson
🆕
Status: Entered by Kourtney Smith Feb 18, 8:25 AM
From: Assigned
To: Entered
Duration in Previous: 23h 58m
4.0 business days
📅
Status: Ready for Scheduling by Scott Berry Feb 23, 12:11 PM
From: Entered
To: Ready for Scheduling
Duration in Previous: 5d 3h
👷
2 Technician Assigned Feb 23, 1:18 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1h 7m
🗓️
2 Status: Scheduled Feb 24, 9:01 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-02-27T14:00:00.000+0000
4.0 business days
🔧
Status: Tech On Site by Bernard Thompson Feb 27, 9:21 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 3d 0h
⏱️
5x Labor Added Feb 27, 10:39 AM
Type: Labor, Travel, Expenses
Status: Open
Qty: 1, 1.5, 40
⏱️
2 2x Labor Added Feb 27, 10:48 AM
2x Labor Added → Status: Completed
✔️
Status: Completed by Bernard Thompson
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 1h 27m, 0m
3.0 business days
📄
3 Status: Ready to Bill Mar 3, 5:14 PM
Status: Ready to Bill → Invoice Created → Status: Invoiced
🧾
Invoice Created
Invoice Number: SM-255501
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m

Bottlenecks

Awaiting Parts
Duration: 86.0 business days (threshold: 3.0 business days)
Exceeded by 83.0 business days
Assigned
Duration: 2.0 business days (threshold: 4.0 business hours)
Exceeded by 1.5 business days
Entered
Duration: 4.0 business days (threshold: 4.0 business hours)
Exceeded by 3.5 business days
Assigned
Duration: 1.7 business days (threshold: 4.0 business hours)
Exceeded by 1.2 business days
Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00533317
Closed
📦
Parts Order 00083148
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Repair
Branch
N/A
Technician
Bernard Thompson
Scheduled
Feb 27, 9:00 AM
Created
Oct 8, 8:45 AM
Invoice #
SM-255501

Work Details (11)

Name Type Status Qty Amount Date
WL-03107538 Parts Open 1 $97.80 Feb 16, 4:10 PM
WL-03107539 Parts Open 1 $3.13 Feb 16, 4:10 PM
WL-03107540 Parts Open 1 $14.39 Feb 16, 4:10 PM
WL-03107541 Expenses Open 1 $24.41 Feb 16, 4:10 PM
WL-03122934 Labor Open 1 $0.00 Feb 27, 10:39 AM
WL-03122935 Labor Open 1.5 $0.00 Feb 27, 10:39 AM
WL-03122936 Travel Open 40 $0.00 Feb 27, 10:39 AM
WL-03122937 Expenses Open 1 $0.00 Feb 27, 10:39 AM
WL-03122938 Expenses Open 1 $0.00 Feb 27, 10:39 AM
WL-03122971 Labor Open 1 $0.00 Feb 27, 10:48 AM
WL-03122972 Travel Open 45 $0.00 Feb 27, 10:48 AM

Details