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← WO Overview

WO-01316478 ↗ ServiceMax

Steris • Installation • PC

📍 Hendrick Medical Center — 1750 PINE ST, ABILENE TX, 79601

Nov 20, 2025 → Dec 6, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Nov 29, 2025
✗ SLA Missed (5 biz days late)
Active: 9 biz days
🕐 Clock stopped: Completed (Dec 7, 2025)
▶ Clock Running
Status: Created
Nov 20 → Nov 20, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Nov 20 → Nov 21, 2025
1 business day (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Assigned
Nov 21 → Nov 21, 2025
0 business days (counted)
Running total: 1 of ? biz days used
1d
▶ Clock Running
Status: Scheduled
Nov 21 → Nov 24, 2025
1 business day (counted)
Running total: 2 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 24 → Nov 24, 2025
0 business days (counted)
Running total: 2 of ? biz days used
2d
▶ Clock Running
Status: Tech Off Site
Nov 24 → Nov 26, 2025
2 business days (counted)
Running total: 4 of ? biz days used
4d
▶ Clock Running
Status: Scheduled
Nov 26 → Dec 4, 2025
4 business days (counted)
Running total: 8 of ? biz days used
▶ Clock Running
Status: Tech On Site
Dec 4 → Dec 5, 2025
1 business day (counted)
Running total: 9 of ? biz days used
0d
▶ Clock Running
Status: Tech Off Site
Dec 5 → Dec 6, 2025
0 business days (counted)
Running total: 9 of ? biz days used
▶ Clock Running
Status: Tech On Site
Dec 6 → Dec 6, 2025
0 business days (counted)
Running total: 9 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Dec 6 → Dec 7, 2025
0 business days (counted)
Running total: 9 of ? biz days used
▶ Clock Running
Status: Scheduled
Dec 7 → Dec 7, 2025
0 business days (counted)
Running total: 9 of ? biz days used
Created: Nov 20, 2025 Completed: Dec 7, 2025
Show SLA Clock Detail (12 periods)
Period Status Clock Biz Days Running Total
Nov 20 → Nov 20 Created ▶ Running 0 0
Nov 20 → Nov 21 Ready for Scheduling ▶ Running 1 1
Nov 21 → Nov 21 Assigned ▶ Running 0 1
Nov 21 → Nov 24 Scheduled ▶ Running 1 2
Nov 24 → Nov 24 Tech On Site ▶ Running 0 2
Nov 24 → Nov 26 Tech Off Site ▶ Running 2 4
Nov 26 → Dec 4 Scheduled ▶ Running 4 8
Dec 4 → Dec 5 Tech On Site ▶ Running 1 9
Dec 5 → Dec 6 Tech Off Site ▶ Running 0 9
Dec 6 → Dec 6 Tech On Site ▶ Running 0 9
Dec 6 → Dec 7 Tech Off Site ▶ Running 0 9
Dec 7 → Dec 7 Scheduled ▶ Running 0 9
Dispatch 0.0d
Coordinators 8.3d
Field Work 5.4d
Billing 34.4d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
8.3 days
Over SLA
Field Work
5.4 days
Over SLA
Billing
34.4 days
Over SLA
Created: Nov 20, 2025 Due: Nov 29, 2025 Completed: Dec 7, 2025 (7 days late)
📅
10.0 days Total Age
⏱️
32.7d in Billing Review Longest Stage
🔄
15 transitions Status Changes
⚠️
39.3d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
78 lines Work Details
🚩
7 visits On-Site Trips
👤
Self-Scheduled Scheduling
🚨
7 On-Site Visits
7 on-site visits — critical red flag: repeated failure to resolve
👤 Self-scheduled by Scott E Yelverton — scheduling delays attributed to technician, not coordinators
Visit 1 Nov 23, 2025
Visit 2 Nov 24, 2025
Visit 3 Nov 25, 2025
Visit 4 Dec 3, 2025
Visit 5 Dec 4, 2025
Visit 6 Dec 5, 2025
Visit 7 Dec 6, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00544451
Hendrick Medical Center - SOA 19974543 - Install QTY 4 x Nurses Desk Swivel Stations
Closed
Q-00031220 SOW: Install QTY 4 x Nurse Swivel Desk Doc Station Right Facing Stainless Steel NOTE: Team will travel Sunday and start work Monday - Tuesday. Techs: Lead: Scott Yelverton - (210) 748-4743 Tech 2: Saul Morales - (936) 548-6674
Priority
Standard
Origin
Email
Reason
New Case
Contact
James DiPinto
Owner
Shelby Robinson
Created
Nov 17, 2025
Work Orders from this Case (2)
WO-01316478 (current) Invoiced
Installation • Scott E Yelverton
Created: Nov 20, 2025 • Closed: Dec 6, 2025
WO-01326487 Canceled
Installation
Created: Dec 12, 2025
Completed with significant delays
Invoiced • 104 days old
🚨
Primary Delay 32.7 days stuck in "Billing Review"
⏱️
Total Delay 39.3 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
2.0d / 1.0d SLA
Scheduled
6.3d / 2.0d SLA
Tech On Site
2.1d / 1.0d SLA
Tech Off Site
3.3d / 2.0d SLA
Closed
5.0d / 1.0d SLA
Billing Review
32.7d / 2.0d SLA
Ready to Bill
1.0d / 1.0d SLA
Invoice Pending
0.7d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

020126 NFLOYD - PO received

121225 NFloyd - Emailed change order quote to IPM. Awaiting receipt of PO to move WO to RTB

🔧 Work Performed
11.23.25 Arrived onsite and contacted Elizabeth Hermann who stated that she had not heard anything about tracking info for desks, she also stated that she had specd out that the walls need to be blocked. She sent me the GC's number and I called him and met him onsite and when I asked if the walls were blocked he said they weren't. Called Elizabeth back and told her the walls were indeed not blocked and she said she was going to see what the status on the shipment was with James and Bernadette Carlson. I then called James cell and left a message for him to call in regards to tracking and blocking not being installed. I then gave Chris and Dave a call to update them on the job and Dave sent an email to James as we had not heard anything back from him yet. We got a call from James roughly 2.5 hours later (he has a new cell phone and I had his previous number), he said he was in the process of trying to figure out the status on the shipment. I told him that we would stay on standby to receive at the site if the product arrived. We then left for the day at 3PM as no one had given us any solid answers on status and let James know if he heard anything in the morning just to let us know. 11.25.25 We waited for a status update from James and he sent us a text saying that the product had not shipped out like it was supposed to and he said we could head home. He said that he would be in contact with Nicole and David as well as the client in regards to rescheduling the install. 12.4.25 Arrived onsite and located product that was delivered on Monday. Unpacked all product and brought inside building and staged in rooms. Had to go to Lowes and purchase anchors for wall mounting top. (30 min) Peeled off plastic from all parts and assembled cabinets on risers. Realized we were 30 screws short for legs and turntables so went to Home Depot to purchase those. (30 min) Assembled legs and mounted to d-tops Setup laser to get mounting height of table top to wall, realized that the backsplash of top would cutoff half of the 3 outlets installed on wall. Made GC and James aware of situation. GC has cut out all rooms drywall, electricians will move boxes in the morning and drywall will patch and paint tomorrow afternoon. We did let James and GC know that if they would get the wall finished tomorrow we will stay Saturday and finish all rooms (GC said he would open building for us) 12.5.25 Downtime waiting on electrician and drywall crew to move outlets. Went to the site for an hour to see if we could possibly start hanging brackets on walls but GC asked us if we could hold off till saturday morning as the drywalls hadn't taped and floated the walls yet. 12.6.25 Measured out cantilevers and made sure they were at the same height as the laser. Marked all holes and drilled out sheetrock and installed zip toggles into drywall. Installed cantilevers to wall. Installed top on cantilevers in all 4 rooms. Installed and leveled cabinets and attached dtops to cabinets. Installed shelves in all cabinets. Left film on tops as there are still contractors working in building and drywall and paint need to be completed in all 4 rooms where the outlets were raised (by request of GC who will peel film off when they are final cleaning rooms) Removed all trash from rooms.
🔍 Technician Findings
Arrived onsite to find out product had not arrived and blocking had not been installed in the walls.
⚠️ Problem Description
SOW: Install QTY 4 x Nurse Swivel Desk Doc Station Right Facing Stainless Steel NOTE: Team will travel Sunday and start work Monday - Tuesday. Techs: Lead: Scott Yelverton - (210) 748-4743 Tech 2: Saul Morales - (936) 548-6674

Timeline

📞
Case Linked Nov 17, 1:33 PM
Case Number: 00544451
Subject: Hendrick Medical Center - SOA 19974543 - Install QTY 4 x Nurses Desk Swivel Stations
Status: Closed
4.0 business days
📋
2 Work Order Created Nov 20, 9:33 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
2.0 business days
👷
3 Technician Assigned Nov 21, 4:14 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by David Carvalho
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 1d 6h, 0m
📅
Dispatch Scheduled by David Carvalho
Scheduled For: 2025-11-24T14:00:00.000+0000
💵
4x Expenses Added Nov 21, 4:39 PM
Type: Expenses
Status: Open
Qty: 1
0.9 business days
⏱️
3x Labor Added Nov 23, 4:57 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 9.75, 216
🔧
Status: Tech On Site by Scott Yelverton Nov 24, 9:58 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 2d 17h
⏱️
2 2x Labor Added Nov 24, 12:48 PM
2x Labor Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
🚗
Status: Tech Off Site by Scott Yelverton Nov 24, 4:24 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 6h 26m
⏱️
4x Labor Added Nov 24, 4:53 PM
Type: Labor, Expenses
Status: Open
Qty: 0.5, 7, 1
1.9 business days
⏱️
4x Labor Added Nov 25, 6:49 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 1, 8.75, 216
⏱️
8x Labor Added Nov 25, 10:33 PM
Type: Labor, Travel
Status: Open
Qty: 0.5, 7, 1, 10, 260
💵
2x Expenses Added Nov 25, 10:39 PM
Type: Expenses
Status: Open
Qty: 1
📅
2 Dispatch Scheduled Nov 26, 11:28 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kaitlyn Kelch
From: Tech Off Site
To: Scheduled
Duration in Previous: 1d 19h
💵
4x Expenses Added Nov 26, 11:49 AM
Type: Expenses
Status: Open
Qty: 1
⚠️ 5.0 business days
🔧
Status: Tech On Site by Scott Yelverton Dec 4, 10:03 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 22h
⏱️
6x Labor Added Dec 4, 5:49 PM
Type: Labor, Travel
Status: Open
Qty: 7.5, 0.5, 4.25, 2.75, 369
🚗
2 Status: Tech Off Site Dec 4, 9:17 PM
Status: Tech Off Site → 8x Labor Added
⏱️
8x Labor Added
Type: Labor, Travel
Status: Open
Qty: 0.5, 7.5, 4.25, 2.75, 375, 10
💵
2 2x Expenses Added Dec 4, 9:23 PM
2x Expenses Added → 2x Expenses Added
💵
2x Expenses Added
Type: Expenses
Status: Open
Qty: 1
⏱️
2 5x Labor Added Dec 5, 5:08 PM
5x Labor Added → 3x Expenses Added
💵
3x Expenses Added
Type: Expenses
Status: Open
Qty: 1
⏱️
2 7x Labor Added Dec 6, 12:09 AM
7x Labor Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
🔧
Status: Tech On Site by Scott Yelverton Dec 6, 8:02 AM
From: Tech Off Site
To: Tech On Site
Duration in Previous: 1d 10h
🚗
Status: Tech Off Site by Scott Yelverton Dec 6, 1:33 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 5h 30m
⏱️
5x Labor Added Dec 6, 7:00 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 0.5, 5.5, 5.25, 314
⏱️
2 5x Labor Added Dec 6, 8:34 PM
5x Labor Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
🗓️
2 Status: Scheduled Dec 6, 8:52 PM
Status: Scheduled → Status: Completed
✔️
Status: Completed by Scott Yelverton
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 1m, 0m
⚠️ 5.0 business days
⏱️
2 Labor Added Dec 12, 5:02 PM
Labor Added → Status: Billing Review
💵
Status: Billing Review by Nicole Floyd
From: Closed
To: Billing Review
Duration in Previous: 5d 20h
🚨 32.9 business days
📄
Status: Ready to Bill by Nicole Floyd Feb 1, 10:58 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 51d 5h
📨
Status: Invoice Pending by Yecenia Campos Feb 2, 2:56 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 15h 58m
💰
2 Status: Invoiced Feb 2, 8:20 PM
Status: Invoiced → Invoice Created
🧾
Invoice Created
Invoice Number: SM-252816

Bottlenecks

Ready for Scheduling
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Tech Off Site
Duration: 2.3 business days (threshold: 2.0 business days)
Exceeded by 2.6 business hours
Scheduled
Duration: 4.9 business days (threshold: 2.0 business days)
Exceeded by 2.9 business days
Tech On Site
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.3 business hours
Closed
Duration: 5.0 business days (threshold: 1.0 business days)
Exceeded by 4.0 business days
Billing Review
Duration: 32.7 business days (threshold: 2.0 business days)
Exceeded by 30.7 business days

🔗 Related Artifacts

📞
Case 00544451
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
N/A
Technician
Scott E Yelverton
Scheduled
Dec 3, 9:00 AM
Created
Nov 20, 9:33 AM
Invoice #
SM-252816

Work Details (78)

Name Type Status Qty Amount Date
WL-03016853 Expenses Open 1 $0.00 Nov 21, 4:39 PM
WL-03016852 Expenses Open 1 $0.00 Nov 21, 4:39 PM
WL-03016860 Expenses Open 1 $0.00 Nov 21, 4:40 PM
WL-03016861 Expenses Open 1 $0.00 Nov 21, 4:40 PM
WL-03017762 Labor Open 9.75 $0.00 Nov 23, 4:57 PM
WL-03017763 Travel Open 216 $0.00 Nov 23, 4:57 PM
WL-03017764 Expenses Open 1 $0.00 Nov 23, 4:57 PM
WL-03018532 Labor Open 6 $0.00 Nov 24, 12:48 PM
WL-03018533 Travel Open 260 $0.00 Nov 24, 12:48 PM
WL-03018534 Expenses Open 1 $0.00 Nov 24, 12:49 PM
WL-03018961 Labor Open 0.5 $0.00 Nov 24, 4:53 PM
WL-03018962 Labor Open 7 $0.00 Nov 24, 4:53 PM
WL-03018963 Labor Open 0.5 $0.00 Nov 24, 4:53 PM
WL-03018964 Expenses Open 1 $0.00 Nov 24, 4:53 PM
WL-03020209 Labor Open 1 $0.00 Nov 25, 6:49 PM
WL-03020210 Labor Open 8.75 $0.00 Nov 25, 6:49 PM
WL-03020211 Travel Open 216 $0.00 Nov 25, 6:49 PM
WL-03020212 Expenses Open 1 $0.00 Nov 25, 6:49 PM
WL-03020431 Labor Open 0.5 $0.00 Nov 25, 10:33 PM
WL-03020433 Labor Open 5 $0.00 Nov 25, 10:33 PM
WL-03020429 Labor Open 0.5 $0.00 Nov 25, 10:33 PM
WL-03020430 Labor Open 7 $0.00 Nov 25, 10:33 PM
WL-03020432 Labor Open 1 $0.00 Nov 25, 10:33 PM
WL-03020434 Travel Open 10 $0.00 Nov 25, 10:34 PM
WL-03020435 Travel Open 10 $0.00 Nov 25, 10:34 PM
WL-03020436 Travel Open 260 $0.00 Nov 25, 10:34 PM
WL-03020450 Expenses Open 1 $0.00 Nov 25, 10:39 PM
WL-03020449 Expenses Open 1 $0.00 Nov 25, 10:39 PM
WL-03020826 Expenses Open 1 $0.00 Nov 26, 11:49 AM
WL-03020827 Expenses Open 1 $0.00 Nov 26, 11:49 AM
WL-03020828 Expenses Open 1 $0.00 Nov 26, 11:49 AM
WL-03020829 Expenses Open 1 $0.00 Nov 26, 11:49 AM
WL-03026933 Labor Open 7.5 $0.00 Dec 4, 5:49 PM
WL-03026934 Labor Open 0.5 $0.00 Dec 4, 5:49 PM
WL-03026935 Labor Open 4.25 $5,600.00 Dec 4, 5:49 PM
WL-03026936 Labor Open 0.5 $0.00 Dec 4, 5:49 PM
WL-03026937 Labor Open 2.75 $0.00 Dec 4, 5:49 PM
WL-03026938 Travel Open 369 $0.00 Dec 4, 5:49 PM
WL-03027319 Labor Open 0.5 $0.00 Dec 4, 9:21 PM
WL-03027316 Labor Open 7.5 $0.00 Dec 4, 9:21 PM
WL-03027317 Labor Open 0.5 $0.00 Dec 4, 9:21 PM
WL-03027318 Labor Open 4.25 $0.00 Dec 4, 9:21 PM
WL-03027320 Labor Open 2.75 $0.00 Dec 4, 9:21 PM
WL-03027321 Travel Open 375 $0.00 Dec 4, 9:22 PM
WL-03027323 Travel Open 10 $0.00 Dec 4, 9:22 PM
WL-03027322 Travel Open 10 $0.00 Dec 4, 9:22 PM
WL-03027325 Expenses Open 1 $0.00 Dec 4, 9:23 PM
WL-03027324 Expenses Open 1 $0.00 Dec 4, 9:23 PM
WL-03027329 Expenses Open 1 $0.00 Dec 4, 9:24 PM
WL-03027328 Expenses Open 1 $0.00 Dec 4, 9:24 PM
WL-03028571 Labor Open 3.5 $0.00 Dec 5, 5:08 PM
WL-03028572 Labor Open 0.5 $0.00 Dec 5, 5:08 PM
WL-03028573 Labor Open 1 $0.00 Dec 5, 5:08 PM
WL-03028574 Labor Open 0.5 $0.00 Dec 5, 5:08 PM
WL-03028575 Labor Open 2.5 $0.00 Dec 5, 5:08 PM
WL-03028576 Expenses Open 1 $0.00 Dec 5, 5:09 PM
WL-03028577 Expenses Open 1 $0.00 Dec 5, 5:09 PM
WL-03028578 Expenses Open 1 $0.00 Dec 5, 5:09 PM
WL-03029098 Labor Open 0.5 $0.00 Dec 6, 12:09 AM
WL-03029095 Labor Open 3.5 $0.00 Dec 6, 12:09 AM
WL-03029096 Labor Open 0.5 $0.00 Dec 6, 12:09 AM
WL-03029097 Labor Open 1 $0.00 Dec 6, 12:09 AM
WL-03029099 Labor Open 2.5 $0.00 Dec 6, 12:09 AM
WL-03029103 Travel Open 10 $0.00 Dec 6, 12:09 AM
WL-03029104 Travel Open 10 $0.00 Dec 6, 12:09 AM
WL-03029105 Expenses Open 1 $0.00 Dec 6, 12:10 AM
WL-03029438 Labor Open 0.5 $0.00 Dec 6, 7:00 PM
WL-03029439 Labor Open 5.5 $0.00 Dec 6, 7:00 PM
WL-03029440 Labor Open 5.25 $0.00 Dec 6, 7:00 PM
WL-03029441 Travel Open 314 $0.00 Dec 6, 7:00 PM
WL-03029442 Expenses Open 1 $0.00 Dec 6, 7:00 PM
WL-03029482 Labor Open 0.5 $0.00 Dec 6, 8:34 PM
WL-03029483 Labor Open 5.5 $0.00 Dec 6, 8:34 PM
WL-03029484 Labor Open 4.5 $0.00 Dec 6, 8:34 PM
WL-03029486 Travel Open 260 $0.00 Dec 6, 8:35 PM
WL-03029485 Travel Open 10 $0.00 Dec 6, 8:35 PM
WL-03029487 Expenses Open 1 $0.00 Dec 6, 8:36 PM
WL-03036298 Labor Open 1 $5,475.00 Dec 12, 5:02 PM

Details