Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01310030 ↗ ServiceMax

JOERNS HEALTHCARE • Installation • P7

📍 St Marys Medical Center — 318 Sabattus St, Lewiston ME, 04240-5553

Oct 16, 2025 → Oct 24, 2025

✅ Completed
P7
SLA Clock
7 business days from creation · Target: Oct 27, 2025
✓ SLA Met (1 biz days early)
Active: 6 biz days
Budget: 7 biz days
🕐 Clock stopped: Completed (Oct 24, 2025)
SLA Target
▶ Clock Running
Status: Created
Oct 16 → Oct 16, 2025
0 business days (counted)
Running total: 0 of 7 biz days used
1d
▶ Clock Running
Status: Ready for Scheduling
Oct 16 → Oct 17, 2025
1 business day (counted)
Running total: 1 of 7 biz days used
▶ Clock Running
Status: Assigned
Oct 17 → Oct 17, 2025
0 business days (counted)
Running total: 1 of 7 biz days used
4d
▶ Clock Running
Status: Scheduled
Oct 17 → Oct 23, 2025
4 business days (counted)
Running total: 5 of 7 biz days used
▶ Clock Running
Status: Tech On Site
Oct 23 → Oct 23, 2025
0 business days (counted)
Running total: 5 of 7 biz days used
1d
▶ Clock Running
Status: Scheduled
Oct 23 → Oct 24, 2025
1 business day (counted)
Running total: 6 of 7 biz days used
Created: Oct 16, 2025 Completed: Oct 24, 2025
Business Days Used 6 / 7
0 7d budget
Show SLA Clock Detail (6 periods)
Period Status Clock Biz Days Running Total
Oct 16 → Oct 16 Created ▶ Running 0 0 / 7
Oct 16 → Oct 17 Ready for Scheduling ▶ Running 1 1 / 7
Oct 17 → Oct 17 Assigned ▶ Running 0 1 / 7
Oct 17 → Oct 23 Scheduled ▶ Running 4 5 / 7
Oct 23 → Oct 23 Tech On Site ▶ Running 0 5 / 7
Oct 23 → Oct 24 Scheduled ▶ Running 1 6 / 7
Dispatch 0.0d
Coordinators 7.8d
Field Work 1.2d
Billing 6.4d
✓ SLA Met
Dispatch
0.0 days
Coordinators
7.8 days
Over SLA
Field Work
1.2 days
Billing
6.4 days
Over SLA
Created: Oct 16, 2025 Due: Oct 27, 2025 Completed: Oct 24, 2025 (3 days early)
📅
6.5 days Total Age
⏱️
43.7d in Closed Longest Stage
🔄
13 transitions Status Changes
⚠️
50.2d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
9 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
👤 Self-scheduled by Paul Bonang Jr — scheduling delays attributed to technician, not coordinators
Visit 1 Oct 23, 2025
Visit 2 Oct 24, 2025

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00534645
Joerns Healthcare Installation Quote Request
Closed
Q-00030565 Have a quote request for the attached facility and equipment. They are looking for basic installation and trash removal. Could you please provide a quote at your earliest convenience? High level – 10 WeCare frames + accessories, no mattresses Quoted travel from Paul Bonang to complete on 8/22 *Location will have a dumpster for trash removal on site. A good onsite contact will be: Debra Berube at phone – 207-777-4257; email – Dberube@stmarysmaine.com The location of the boxes of beds is at: 102 Campus Ave., Lewiston, ME 04240
Priority
Standard
Origin
Email
Reason
New Case
Contact
Caroline Polk
Owner
Kimberly Hardison
Created
Oct 10, 2025
Work Orders from this Case (10)
WO-01310030 (current) Invoiced
Installation • Paul Bonang Jr
Created: Oct 16, 2025 • Closed: Oct 24, 2025
WO-01310032 Canceled
Installation
Created: Oct 16, 2025
WO-01310033 Canceled
Installation
Created: Oct 16, 2025
WO-01310034 Canceled
Installation
Created: Oct 16, 2025
WO-01310036 Canceled
Installation
Created: Oct 16, 2025
WO-01310037 Canceled
Installation
Created: Oct 16, 2025
WO-01310038 Canceled
Installation
Created: Oct 16, 2025
WO-01310039 Canceled
Installation
Created: Oct 16, 2025
WO-01310040 Canceled
Installation
Created: Oct 16, 2025
WO-01310041 Canceled
Installation
Created: Oct 16, 2025
Completed with significant delays
Invoiced • 139 days old
🚨
Primary Delay 43.7 days stuck in "Closed"
⏱️
Total Delay 50.2 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
1.5d / 1.0d SLA
Assigned
0.2d / 0.5d SLA
Scheduled
6.2d / 2.0d SLA
Tech On Site
1.0d / 1.0d SLA
Completed
0.2d / 1.0d SLA
Closed
43.7d / 1.0d SLA
Ready to Bill
5.0d / 1.0d SLA
Billing Review
0.2d / 2.0d SLA
Billing Correction Needed
1.1d

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/24 SRogers: Manually moving WO to serviced until EBT Sync issue can be resolved. Email sent to Ben for assistance.

10/23 SRogers: Updating scheduled date to include tomorrow (10/24) due to job taking much longer than anticipated.

10/17 KSmith -- Scheduled for 10/23 with Debra on WO-01310030. 10am-12pm Please go to the front lobby and ask for Debra. She will show you where to go.

10/17 KSmith -- Sent email to schedule for 10/23

🔧 Work Performed
Assembled and installed 10 beds and all accessories.
🔍 Technician Findings
10 Beds in need of assembling and installation
⚠️ Problem Description
Q-00030565 Have a quote request for the attached facility and equipment. They are looking for basic installation and trash removal. Could you please provide a quote at your earliest convenience? High level – 10 WeCare frames + accessories, no mattresses Quoted travel from Paul Bonang to complete on 8/22 *Location will have a dumpster for trash removal on site. A good onsite contact will be: Debra Berube at phone – 207-777-4257; email – Dberube@stmarysmaine.com The location of the boxes of beds is at: 102 Campus Ave., Lewiston, ME 04240 https://www.ebiotrack.com/inspection.php?iid=30771

Timeline

📞
Case Linked Oct 10, 1:27 PM
Case Number: 00534645
Subject: Joerns Healthcare Installation Quote Request
Status: Closed
4.0 business days
📋
Work Order Created Oct 16, 4:02 PM
Work Order: WO-01310030
Type: Installation
Priority: P7
📅
Status: Ready for Scheduling by Kimberly Hardison Oct 16, 4:14 PM
From: Entered
To: Ready for Scheduling
Duration in Previous: 11m
👷
2 Technician Assigned Oct 17, 10:20 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 18h 6m
🗓️
2 Status: Scheduled Oct 17, 11:35 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-10-23T15:00:00.000+0000
⚠️ 5.0 business days
🔧
Status: Tech On Site by Paul Bonang Oct 23, 9:39 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 5d 22h
💵
2x Expenses Added Oct 23, 1:02 PM
Type: Expenses
Status: Open
Qty: 1
🗓️
Status: Scheduled by Shawn Rogers Oct 23, 6:32 PM
From: Tech On Site
To: Scheduled
Duration in Previous: 8h 53m
✔️
Status: Completed by Shawn Rogers Oct 24, 1:59 PM
From: Scheduled
To: Completed
Duration in Previous: 19h 27m
⏱️
2 7x Labor Added Oct 24, 3:38 PM
7x Labor Added → Status: Closed
🏁
Status: Closed by Shawn Rogers
From: Completed
To: Closed
Duration in Previous: 1h 39m
🚨 44.0 business days
📄
Status: Ready to Bill by Jennifer Johnson Dec 30, 8:12 PM
From: Closed
To: Ready to Bill
Duration in Previous: 67d 5h
⚠️ 5.5 business days
💵
2 Status: Billing Review Jan 7, 5:58 PM
Status: Billing Review → Status: Billing Correction Needed
💳
Status: Billing Correction Needed by Diane Patton
From: Billing Review
To: Billing Correction Needed
Duration in Previous: 3m
💵
Status: Billing Review by Yecenia Campos Jan 8, 11:15 AM
From: Billing Correction Needed
To: Billing Review
Duration in Previous: 17h 13m
📄
3 Status: Ready to Bill Jan 8, 1:00 PM
Status: Ready to Bill → Status: Invoice Pending → Invoice Created
📨
Status: Invoice Pending by Diane Patton
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 2m, 0m
🧾
Invoice Created
Invoice Number: SM-250799

Bottlenecks

Ready for Scheduling
Duration: 1.5 business days (threshold: 1.0 business days)
Exceeded by 3.8 business hours
Scheduled
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Closed
Duration: 43.7 business days (threshold: 1.0 business days)
Exceeded by 42.7 business days
Ready to Bill
Duration: 5.0 business days (threshold: 1.0 business days)
Exceeded by 4.0 business days

🔗 Related Artifacts

📞
Case 00534645
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P7
Type
Installation
Branch
Corporate
Technician
Paul Bonang Jr
Scheduled
Oct 23, 11:00 AM
Created
Oct 16, 4:02 PM
Invoice #
SM-250799

Work Details (9)

Name Type Status Qty Amount Date
WL-02981547 Expenses Open 1 $181.45 Oct 23, 1:02 PM
WL-02981548 Expenses Open 1 $0.00 Oct 23, 1:02 PM
WL-02983485 Labor Open 3.75 $318.75 Oct 24, 3:38 PM
WL-02983486 Labor Open 10 $1,750.00 Oct 24, 3:38 PM
WL-02983487 Labor Open 0.25 $21.25 Oct 24, 3:38 PM
WL-02983488 Labor Open 4 $340.00 Oct 24, 3:38 PM
WL-02983489 Travel Open 217 $120.45 Oct 24, 3:38 PM
WL-02983490 Travel Open 2 $0.00 Oct 24, 3:38 PM
WL-02983491 Travel Open 221 $121.55 Oct 24, 3:38 PM

Details