Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01311022 ↗ ServiceMax

Steris • Installation • PC

📍 Retina Surgery Center — 1750 112th Ave, Bellevue WA, 98004

Oct 23, 2025 → Oct 24, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Oct 31, 2025
✓ SLA Met (5 biz days early)
Active: 1 biz days
🕐 Clock stopped: Completed (Oct 24, 2025)
▶ Clock Running
Status: Created
Oct 23 → Oct 23, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 23 → Oct 23, 2025
0 business days (counted)
Running total: 0 of ? biz days used
1d
▶ Clock Running
Status: Scheduled
Oct 23 → Oct 24, 2025
1 business day (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 24 → Oct 24, 2025
0 business days (counted)
Running total: 1 of ? biz days used
Created: Oct 23, 2025 Completed: Oct 24, 2025
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Oct 23 → Oct 23 Created ▶ Running 0 0
Oct 23 → Oct 23 Ready for Scheduling ▶ Running 0 0
Oct 23 → Oct 24 Scheduled ▶ Running 1 1
Oct 24 → Oct 24 Tech On Site ▶ Running 0 1
Dispatch 0.0d
Coordinators 1.8d
Field Work 0.1d
Billing 54.9d
✓ SLA Met
Dispatch
0.0 days
Coordinators
1.8 days
Field Work
0.1 days
Billing
54.9 days
Over SLA
Created: Oct 23, 2025 Due: Oct 31, 2025 Completed: Oct 24, 2025 (7 days early)
📅
1.8 days Total Age
⏱️
44.2d in Billing Review Longest Stage
🔄
10 transitions Status Changes
⚠️
60.7d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
11 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00537630
Bellevue Washington Retina Surgery Center - Sterilizer deinstall
Closed
Move Small Sterilizer On site Contact is Kate Shcherbakova - 425-773-4104
Priority
Standard
Origin
Email
Reason
New Case
Contact
Greg Saso
Owner
Kimberly Hardison
Created
Oct 22, 2025
Work Orders from this Case (1)
WO-01311022 (current) Invoiced
Installation • Joshua Bjorem
Created: Oct 23, 2025 • Closed: Oct 24, 2025
Completed with significant delays
Invoiced • 132 days old
🚨
Primary Delay 44.2 days stuck in "Billing Review"
⏱️
Total Delay 60.7 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
0.1d / 1.0d SLA
Scheduled
1.7d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Closed
11.8d / 1.0d SLA
Billing Review
50.2d / 2.0d SLA
WO Correction Needed
0.0d
Ready to Bill
4.7d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

01/19/26 FLOYD - Sent email requesting SOA and PO.


11/10/25 NFloyd - There is no PO on file and there is no SOA documented for this work.


jbjorem - held open for travel

jbjorem - had to sit on sight for 2hrs waiting for the power disconnect to get done.

🔧 Work Performed
moved small sterilizer for floor repair
🔍 Technician Findings
Found small sterilizer needing moved
⚠️ Problem Description
Move Small Sterilizer On site Contact is Kate Shcherbakova - 425-773-4104

Timeline

📞
Case Linked Oct 22, 8:11 PM
Case Number: 00537630
Subject: Bellevue Washington Retina Surgery Center - Sterilizer deinstall
Status: Closed
📋
2 Work Order Created Oct 23, 1:46 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
👷
3 Technician Assigned Oct 23, 2:43 PM
Technician Assigned → Dispatch Scheduled → Status: Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2025-10-23T15:00:00.000+0000
🗓️
Status: Scheduled by Kaitlyn Kelch
From: Ready for Scheduling
To: Scheduled
Duration in Previous: 55m
⏱️
5x Labor Added Oct 24, 10:50 AM
Type: Labor, Travel
Status: Open
Qty: 4.25, 3, 5.75, 205
💵
Expenses Added Oct 24, 11:13 AM
Type: Expenses
Status: Open
Qty: 1
🔧
Status: Tech On Site by Wyatt Whitfield Oct 24, 12:23 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 21h 39m
⏱️
5x Labor Added Oct 24, 12:30 PM
Type: Labor, Travel
Status: Open
Qty: 2, 3, 43
✔️
Status: Completed by Joshua Bjorem Oct 24, 1:17 PM
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 54m, 0m
🚨 12.0 business days
💵
Status: Billing Review by Nicole Floyd Nov 10, 5:04 PM
From: Closed
To: Billing Review
Duration in Previous: 17d 4h
🚨 44.9 business days
✏️
Status: WO Correction Needed by Nicole Floyd Jan 19, 3:48 PM
From: Billing Review
To: WO Correction Needed
Duration in Previous: 69d 22h
💵
Status: Billing Review by Nicole Floyd Jan 19, 4:48 PM
From: WO Correction Needed
To: Billing Review
Duration in Previous: 59m
⚠️ 6.0 business days
📄
Status: Ready to Bill by Nicole Floyd Jan 27, 1:38 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 7d 20h
⚠️ 5.0 business days
📨
3 Status: Invoice Pending Feb 2, 2:38 PM
Status: Invoice Pending → Status: Invoiced → Invoice Created
💰
Status: Invoiced by Yecenia Campos
From: Invoice Pending
To: Invoiced
Duration in Previous: 3m
🧾
Invoice Created
Invoice Number: SM-252810

Bottlenecks

Closed
Duration: 11.8 business days (threshold: 1.0 business days)
Exceeded by 10.8 business days
Billing Review
Duration: 44.2 business days (threshold: 2.0 business days)
Exceeded by 42.2 business days
Billing Review
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Ready to Bill
Duration: 4.7 business days (threshold: 1.0 business days)
Exceeded by 3.7 business days

🔗 Related Artifacts

📞
Case 00537630
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
N/A
Technician
Joshua Bjorem
Scheduled
Oct 23, 11:00 AM
Created
Oct 23, 1:46 PM
Invoice #
SM-252810

Work Details (11)

Name Type Status Qty Amount Date
WL-02982905 Labor Open 4.25 $0.00 Oct 24, 10:50 AM
WL-02982906 Labor Open 3 $3,000.00 Oct 24, 10:50 AM
WL-02982907 Labor Open 5.75 $0.00 Oct 24, 10:50 AM
WL-02982908 Travel Open 205 $0.00 Oct 24, 10:50 AM
WL-02982909 Travel Open 205 $0.00 Oct 24, 10:50 AM
WL-02982971 Expenses Open 1 $0.00 Oct 24, 11:13 AM
WL-02983127 Labor Open 2 $0.00 Oct 24, 12:30 PM
WL-02983128 Labor Open 3 $0.00 Oct 24, 12:30 PM
WL-02983129 Labor Open 3 $0.00 Oct 24, 12:30 PM
WL-02983139 Travel Open 43 $0.00 Oct 24, 12:30 PM
WL-02983140 Travel Open 43 $0.00 Oct 24, 12:30 PM

Details