Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01316214 ↗ ServiceMax

Presbyterian Senior Care Oakmont • Evaluation • P7

📍 Presbyterian Senior Care Oakmont — 238 S Market St, New Wilmington PA, 16142

Nov 19, 2025 → Nov 22, 2025

✅ Completed
P7
SLA Clock
7 business days from creation · Target: Dec 2, 2025
✓ SLA Met (5 biz days early)
Active: 2 biz days
Budget: 7 biz days
🕐 Clock stopped: Completed (Nov 22, 2025)
SLA Target
▶ Clock Running
Status: Created
Nov 19 → Nov 19, 2025
0 business days (counted)
Running total: 0 of 7 biz days used
▶ Clock Running
Status: Ready for Scheduling
Nov 19 → Nov 19, 2025
0 business days (counted)
Running total: 0 of 7 biz days used
▶ Clock Running
Status: Assigned
Nov 19 → Nov 19, 2025
0 business days (counted)
Running total: 0 of 7 biz days used
2d
▶ Clock Running
Status: Scheduled
Nov 19 → Nov 22, 2025
2 business days (counted)
Running total: 2 of 7 biz days used
Created: Nov 19, 2025 Completed: Nov 22, 2025
Business Days Used 2 / 7
0 7d budget
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Nov 19 → Nov 19 Created ▶ Running 0 0 / 7
Nov 19 → Nov 19 Ready for Scheduling ▶ Running 0 0 / 7
Nov 19 → Nov 19 Assigned ▶ Running 0 0 / 7
Nov 19 → Nov 22 Scheduled ▶ Running 2 2 / 7
Dispatch 0.0d
Coordinators 2.9d
Billing 0.0d
✓ SLA Met
Dispatch
0.0 days
Coordinators
2.9 days
Over SLA
Billing
0.0 days
Created: Nov 19, 2025 Due: Dec 2, 2025 Completed: Nov 22, 2025 (10 days early)
📅
2.9 days Total Age
⏱️
2.7d in Scheduled Longest Stage
🔄
6 transitions Status Changes
⚠️
1.7d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00542507
L2 Review - Healthcare
Closed
Q-00031032 Joerns Hoyer lift needs evaluated to ensure its working correctly. SN: 2108L1169 PM/evaluation on 1 patient lift. Parts TBD if needed.
Priority
High
Origin
Phone
Reason
New Case
Contact
Chuck Rupert
Owner
Jessica Sells
Created
Nov 10, 2025
Work Orders from this Case (1)
WO-01316214 (current) Invoiced
Evaluation • Brandon Green
Created: Nov 19, 2025 • Closed: Nov 22, 2025
Completed with minor delays
Invoiced • 105 days old
🚨
Primary Delay 2.7 days stuck in "Scheduled"
⏱️
Total Delay 1.7 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
0.2d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
2.7d / 2.0d SLA
Closed
2.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/19/2025 CRamen Chuck returned call to schedule for Friday 11/21/2025 with tech arrival between 12-2pm. 

11/19/2025 CRamen left a vm for Chuck to return call to schedule for Friday 11/21/2025 with tech arrival between 12-2pm. 


11/19 MOwens Sent chatter to CRamen asking if Brandon can take this one.

🔧 Work Performed
evaluation completed tested unit unit working as intended and placed back into service
🔍 Technician Findings
customer request of evaluation
⚠️ Problem Description
Q-00031032 Joerns Hoyer lift needs evaluated to ensure its working correctly. SN: 2108L1169 PM/evaluation on 1 patient lift. Parts TBD if needed.
📄 Description
Hoyer Model: Presence (Series) Patient Lift

Timeline

📞
Case Linked Nov 10, 12:20 PM
Case Number: 00542507
Subject: L2 Review - Healthcare
Status: Closed
⚠️ 7.0 business days
📋
▶
2 Work Order Created Nov 19, 11:38 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Jessica Sells
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
▶
4 Technician Assigned Nov 19, 1:13 PM
Technician Assigned → Status: Assigned → Status: Scheduled → Dispatch Scheduled
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1h 33m
🗓️
Status: Scheduled by Charles Ramen
From: Assigned
To: Scheduled
Duration in Previous: 2m
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2025-11-21T17:00:00.000+0000
📅
Dispatch Scheduled by Charles Ramen Nov 20, 9:59 AM
Scheduled For: 2025-11-21T15:00:00.000+0000, 2025-11-21T16:00:00.000+0000
⏳ 2.0 business days
⏱️
▶
2 3x Labor Added Nov 22, 10:14 AM
3x Labor Added → Status: Completed
✔️
Status: Completed by Brandon Green
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 2d 20h, 0m
⏳ 2.0 business days
📄
▶
2 Status: Ready to Bill Nov 25, 2:25 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 3m
⚠️ 8.0 business days
🧾
Invoice Created Dec 8, 5:16 PM
Invoice Number: 247571

Bottlenecks

Scheduled
Duration: 2.7 business days (threshold: 2.0 business days)
Exceeded by 5.7 business hours
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00542507
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P7
Type
Evaluation
Branch
ERLA - PROD
Technician
Brandon Green
Scheduled
Nov 21, 11:00 AM
Created
Nov 19, 11:38 AM
Invoice #
247571

Work Details (3)

Name Type Status Qty Amount Date
WL-03017478 Labor Open 1.5 $195.00 Nov 22, 10:14 AM
WL-03017479 Labor Open 1 $149.00 Nov 22, 10:14 AM
WL-03017480 Travel Open 70 $49.00 Nov 22, 10:14 AM

Details