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WO-01311882 ↗ ServiceMax

GULDMANN INC • Inspection • PC

📍 Hillsboro Medical Center — 335 SE 8th Ave, Hillsboro OR, 97123

Oct 29, 2025 → Nov 5, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Nov 26, 2025
✓ SLA Met (16 biz days early)
Active: 3 biz days
🕐 Clock stopped: Tech Off Site (Nov 3, 2025)
▶ Clock Running
Status: Created
Oct 29 → Oct 29, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 29 → Oct 29, 2025
0 business days (counted)
Running total: 0 of ? biz days used
3d
▶ Clock Running
Status: Scheduled
Oct 29 → Nov 3, 2025
3 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 3 → Nov 3, 2025
0 business days (counted)
Running total: 3 of ? biz days used
Created: Oct 29, 2025 Tech Off Site: Nov 3, 2025
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Oct 29 → Oct 29 Created ▶ Running 0 0
Oct 29 → Oct 29 Ready for Scheduling ▶ Running 0 0
Oct 29 → Nov 3 Scheduled ▶ Running 3 3
Nov 3 → Nov 3 Tech On Site ▶ Running 0 3
Dispatch 0.0d
Coordinators 4.0d
Field Work 3.0d
Billing 2.0d
✓ SLA Met
Dispatch
0.0 days
Coordinators
4.0 days
Over SLA
Field Work
3.0 days
Over SLA
Billing
2.0 days
Over SLA
Created: Oct 29, 2025 Due: Nov 26, 2025 Completed: Nov 5, 2025 (21 days early)
📅
6.0 days Total Age
⏱️
4.0d in Closed Longest Stage
🔄
8 transitions Status Changes
⚠️
6.0d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
8 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 Jeffrey Pastor — scheduling delays attributed to technician, not coordinators
Visit 1 Nov 2, 2025
Visit 2 Nov 3, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00498498
Hillsboro Medical Center - RFQ for QTY 14 x GH3+ Inspections -Tech Bid Request
Closed
SOW: Lift Inspections: QTY 14 x INSP (Lift QTY 14 = GH3+)
Priority
Standard
Origin
Email
Reason
New Case
Contact
Kelly Kintzler
Owner
Sherry Reich
Created
Jun 3, 2025
Work Orders from this Case (2)
WO-01277244 Invoiced
Inspection • Joshua Bjorem
Created: Jun 3, 2025 • Closed: Jul 31, 2025
WO-01311882 (current) Invoiced
Inspection • Jeffrey Pastor
Created: Oct 29, 2025 • Closed: Nov 5, 2025
Completed with minor delays
Invoiced • 126 days old
🚨
Primary Delay 4.0 days stuck in "Closed"
⏱️
Total Delay 6.0 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
0.0d / 1.0d SLA
Scheduled
4.0d / 2.0d SLA
Tech On Site
0.9d / 1.0d SLA
Tech Off Site
2.1d / 2.0d SLA
Closed
4.0d / 1.0d SLA
Ready to Bill
2.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/11/25 NFloyd - The original WO-0127744 should have reflected PM on 11 units completed. It was billed for PM on only 7 units at $945 total.

PM has been completed on ALL 14 units originally confirmed plus 1 additional. Billing here for PM on all 8 remaining units to be paid.


10-29 Pgreen per Guldmann customer would like the remaining 3 units PMed and an additional unit. Billing on this WO should only be for 1 unit

🔧 Work Performed
Traveled to Hillsboro from Los Angeles - Performed lift inspection on room 201 - Missing plastic end caps - Performed lift inspection on room 205 - Found exposed wiring from connection to hand control - Found Broken Plastic on Lift Strap and Plastic Strap Stop on motor - Missing plastic end caps - Performed lift inspection on room 209 - Found Pin to be missing on end stop(replaced) - Found all wiring to be frayed from battery inside the motor - Found Hanger bar plastic to be damaged - Missing plastic end caps - Performed lift inspection on room 406 - Found system to be missing all pins on end stops (Only able to install 3 available in stock) - Missing plastic end caps
🔍 Technician Findings
Found 4 Lift systems requiring service
⚠️ Problem Description
SOW: Lift Inspections: QTY 4 x INSP (Lift QTY 4 = GH3+)

Timeline

📞
Case Linked Jun 3, 2:37 PM
Case Number: 00498498
Subject: Hillsboro Medical Center - RFQ for QTY 14 x GH3+ Inspections -Tech Bid Request
Status: Closed
🚨 103.0 business days
📋
▶
2 Work Order Created Oct 29, 12:15 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
👷
▶
3 Technician Assigned Oct 29, 12:23 PM
Technician Assigned → Dispatch Scheduled → Status: Scheduled
📅
Dispatch Scheduled by Peter Green
Scheduled For: 2025-11-04T16:00:00.000+0000
🗓️
Status: Scheduled by Peter Green
From: Ready for Scheduling
To: Scheduled
Duration in Previous: 6m
⏳ 3.0 business days
👷
▶
2 Technician Assigned Nov 1, 8:51 AM
Technician Assigned → Dispatch Scheduled
📅
Dispatch Scheduled by Peter Green
Scheduled For: 2025-11-03T16:00:00.000+0000
⏳ 1.0 business days
🔧
Status: Tech On Site by Jeffrey Pastor Nov 3, 11:03 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 4d 23h
🚗
Status: Tech Off Site by Jeffrey Pastor Nov 3, 6:19 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 7h 15m
⏱️
7x Labor Added Nov 4, 1:31 AM
Type: Labor, Expenses
Status: Open
Qty: 6.75, 0.5, 8.5, 1
⏳ 1.5 business days
✔️
Status: Completed by Jeffrey Pastor Nov 5, 3:52 AM
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 1d 9h, 0m
⏳ 4.0 business days
⏱️
Labor Added Nov 11, 11:19 AM
Type: Labor
Status: Open
Qty: N/A
📄
Status: Ready to Bill by Nicole Floyd Nov 11, 11:24 AM
From: Closed
To: Ready to Bill
Duration in Previous: 6d 7h
⏳ 2.0 business days
📨
▶
2 Status: Invoice Pending Nov 13, 5:50 PM
Status: Invoice Pending → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 3m
🧾
Invoice Created Nov 14, 4:17 PM
Invoice Number: SM-246472

Bottlenecks

Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Tech Off Site
Duration: 2.1 business days (threshold: 2.0 business days)
Exceeded by 0.7 business hours
Closed
Duration: 4.0 business days (threshold: 1.0 business days)
Exceeded by 3.0 business days
Ready to Bill
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00498498
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Inspection
Branch
ERLA - PROD
Technician
Jeffrey Pastor
Scheduled
Nov 3, 11:00 AM
Created
Oct 29, 12:15 PM
Invoice #
SM-246472

Work Details (8)

Name Type Status Qty Amount Date
WL-02995262 Labor Open 6.75 $0.00 Nov 4, 1:31 AM
WL-02995263 Labor Open 0.5 $0.00 Nov 4, 1:31 AM
WL-02995264 Labor Open 8.5 $0.00 Nov 4, 1:31 AM
WL-02995265 Expenses Open 1 $0.00 Nov 4, 1:31 AM
WL-02995266 Expenses Open 1 $0.00 Nov 4, 1:31 AM
WL-02995267 Expenses Open 1 $0.00 Nov 4, 1:31 AM
WL-02995268 Expenses Open 1 $0.00 Nov 4, 1:31 AM
WL-03003149 Labor Open - $1,080.00 Nov 11, 11:19 AM

Details