Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01310142 ↗ ServiceMax

Shady Grove • Inspection • PSM

📍 Shady Grove - Brandon — 515 S Kings Ave, Suite 2200, Brandon FL, 33511

Oct 17, 2025 → Dec 12, 2025

✅ Completed
PSM
SLA Clock
Last business day of October 2025 · Target: Oct 31, 2025
✗ SLA Missed (26 biz days late)
Active: 37 biz days
🕐 Clock stopped: Completed (Dec 12, 2025)
▶ Clock Running
Status: Created
Oct 17 → Oct 17, 2025
0 business days (counted)
Running total: 0 of ? biz days used
16d
▶ Clock Running
Status: Ready for Scheduling
Oct 17 → Nov 10, 2025
16 business days (counted)
Running total: 16 of ? biz days used
4d
▶ Clock Running
Status: On Hold
Nov 10 → Nov 17, 2025
4 business days (counted)
Running total: 20 of ? biz days used
8d
▶ Clock Running
Status: Ready for Scheduling
Nov 17 → Dec 1, 2025
8 business days (counted)
Running total: 28 of ? biz days used
▶ Clock Running
Status: Assigned
Dec 1 → Dec 1, 2025
0 business days (counted)
Running total: 28 of ? biz days used
9d
▶ Clock Running
Status: Scheduled
Dec 1 → Dec 12, 2025
9 business days (counted)
Running total: 37 of ? biz days used
▶ Clock Running
Status: Tech On Site
Dec 12 → Dec 12, 2025
0 business days (counted)
Running total: 37 of ? biz days used
Created: Oct 17, 2025 Completed: Dec 12, 2025
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Oct 17 → Oct 17 Created ▶ Running 0 0
Oct 17 → Nov 10 Ready for Scheduling ▶ Running 16 16
Nov 10 → Nov 17 On Hold ▶ Running 4 20
Nov 17 → Dec 1 Ready for Scheduling ▶ Running 8 28
Dec 1 → Dec 1 Assigned ▶ Running 0 28
Dec 1 → Dec 12 Scheduled ▶ Running 9 37
Dec 12 → Dec 12 Tech On Site ▶ Running 0 37
Dispatch 0.0d
Holding 5.0d (excluded)
Coordinators 35.2d
Field Work 0.2d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
5.0 days
Coordinators
35.2 days
Over SLA
Field Work
0.2 days
Created: Oct 17, 2025 Due: Dec 31, 2025 Completed: Dec 12, 2025 (19 days early)
📅
38.0 days Total Age
⏱️
17.0d in Ready for Scheduling Longest Stage
🔄
8 transitions Status Changes
⚠️
32.7d 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 #00536337
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service Equip: 12 https://www.ebiotrack.com/inspection.php?iid=30724
Priority
Standard
Origin
Email
Reason
New Case
Contact
Stacy Cohen
Owner
John Rolston
Created
Oct 17, 2025
Work Orders from this Case (1)
WO-01310142 (current) Invoiced
Inspection • Joseph Anderson
Created: Oct 17, 2025 • Closed: Dec 12, 2025
Completed with significant delays
Invoiced • 138 days old
🚨
Primary Delay 17.0 days stuck in "Ready for Scheduling"
⏱️
Total Delay 32.7 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
25.4d / 1.0d SLA
On Hold
5.0d
Assigned
0.2d / 0.5d SLA
Scheduled
9.6d / 2.0d SLA
Tech On Site
0.2d / 1.0d SLA
Closed
2.7d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

CONFIRMED

12/1/25 AJinerson - Received email back from POC Jennifer:

POC onsite: Diane and Cecillia.

Arrival instructions: Tech will go to Diane at the front desk. Diane will then assist tech to MA - Cecillia for further assistance.


12/1/25 AJinerson - Received email back from POC Jennifer confirming tech visit for Fri. 12/12 with eta between 11am-1pm.

Sent email back to Jennifer asking to confirm onsite POC this day and any further arrival instructions needed.


12/1/25 AJinerson - Sent email to POC Jennifer offering tech visit on Friday, 12/12 with eta between 11am-1pm.


12/1/25 AJinerson - Called site to follow up and schedule tech visit. Left VM regarding scheduling tech visit. 


Scheduling ahead needed: Yes. 

Certain day or time: Fridays between 12-2

Confirmed contact information is correct: Yes 

Anything additional needed for tech to gain access to the facility:  Stop at the front desk and present the necessary badge. 


11/18/2025 LHill-rec'd email from Jennifer Garcia-


  1. Is there a particular day or time that typically works best for your facility? Fridays between 12-2
  2. Would you like the technician to call ahead before arriving? Yes, 773-426-2532. Please leave a voicemail if not answered. 
  3. Is there anything additional needed for our technician to gain access to your facility? No. Stop at the front desk and present the necessary badge. 


Lastly,

  • Are you the best contact for scheduling, or should we coordinate with someone else? I am the contact person. 
  • Here’s the location information we have on file:
  • Location:
  • Shady Grove - Brandon
  • 515 S Kings Ave, Suite 2200
  • Brandon, FL 33511
  • Contact: 773-426-2532, email jennifer.garcia@sgfertility.com

See logged email.


11/18/2025 LHill-sent email to Jennifer Garcia and asked her the scheduling questions.


11/18/2025 LHill-rec'd email from Jennifer Garcia-I'm happy to schedule a date and time in December. Are you looking for the first week of December?



11/18/2025 LHill-sent email to Meghan Dubay at meghan.dubay@sgfertility.com to confirm contact & equipment.


11/18/2025 LHill-LM at 813-771-0319 for Meghan Dubay to confirm contact & equipment.


11/17/25 SBerry: POC updated, WO moved to RFS


11/10/2025 LHill-Placing the work order on hold and escalating to the account manager for contact confirmation. Attempting contact with 3 attempts with no response. 


11/07/2025 LHill-sent email to Stacy Cohen at stacy.cohen@sgfertility.com to confirm contact & equipment.


11/10/2025 LHill-LM at 813.544.0031 for Stacy Cohen to confirm contact & equipment.


11/07/2025 LHill-sent email to Stacy Cohen at stacy.cohen@sgfertility.com to confirm contact & equipment.


11/07/2025 LHill-LM at 813.544.0031 for Stacy Cohen to confirm contact & equipment.


11/06/2025 LHill-sent email to Stacy Cohen at stacy.cohen@sgfertility.com to confirm contact & equipment.


11/06/2025 LHill-LM at  

813.544.0031 for Stacy Cohen to confirm contact & equipment.

🔧 Work Performed
Inspected 20 pieces of equipment.
🔍 Technician Findings
Complete Annual Equipment Electrical Safety Test And Calibration Service.
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service Equip: 12 https://www.ebiotrack.com/inspection.php?iid=30724

Timeline

📞
Case Linked Oct 17, 7:00 AM
Case Number: 00536337
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Oct 17, 11:54 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by John Rolston
From: Entered
To: Ready for Scheduling
Duration in Previous: 2m
🚨 17.0 business days
⏸️
Status: On Hold by Laura Hill Nov 10, 10:19 AM
From: Ready for Scheduling
To: On Hold
Duration in Previous: 23d 23h
⚠️ 5.0 business days
📅
Status: Ready for Scheduling by Scott Berry Nov 17, 3:43 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 7d 5h
⚠️ 9.0 business days
👷
▶
2 Status: Assigned Dec 1, 12:35 PM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Abby Jinerson
Technician: Joseph Anderson
📅
▶
2 Dispatch Scheduled Dec 1, 1:58 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Ben Saur
From: Assigned
To: Scheduled
Duration in Previous: 1h 23m
⚠️ 6.0 business days
📅
Dispatch Scheduled by Abby Jinerson Dec 8, 4:25 PM
Scheduled For: 2025-12-12T13:30:00.000+0000, 2025-12-12T15:30:00.000+0000
⏳ 4.9 business days
🔧
Status: Tech On Site by Joseph Anderson Dec 12, 12:01 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 10d 22h
⏱️
▶
2 3x Labor Added Dec 12, 1:38 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Joseph Anderson
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 1h 37m, 0m
⏳ 3.0 business days
📄
▶
2 Status: Ready to Bill Dec 16, 4:40 PM
Status: Ready to Bill → Invoice Created
🧾
Invoice Created
Invoice Number: SM-249225

Bottlenecks

Ready for Scheduling
Duration: 17.0 business days (threshold: 1.0 business days)
Exceeded by 16.0 business days
Ready for Scheduling
Duration: 8.4 business days (threshold: 1.0 business days)
Exceeded by 7.4 business days
Scheduled
Duration: 9.6 business days (threshold: 2.0 business days)
Exceeded by 7.6 business days
Closed
Duration: 2.7 business days (threshold: 1.0 business days)
Exceeded by 1.7 business days

🔗 Related Artifacts

📞
Case 00536337
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Joseph Anderson
Scheduled
Dec 12, 10:30 AM
Created
Oct 17, 11:54 AM
Invoice #
SM-249225

Work Details (3)

Name Type Status Qty Amount Date
WL-03035988 Labor Open 2.9666666666667 $0.00 Dec 12, 1:38 PM
WL-03035989 Labor Open 1.85 $1,495.00 Dec 12, 1:38 PM
WL-03035990 Travel Open 122 - Dec 12, 1:38 PM

Details