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WO-01318234 ↗ ServiceMax

Steris • Installation • PC

📍 Fort Bend Surgery Center — 4911 Sandhill Dr, Sugar Land TX, 77479

Dec 2, 2025 → Dec 4, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Dec 4, 2025
✓ SLA Met
Active: 2 biz days
🕐 Clock stopped: Completed (Dec 4, 2025)
▶ Clock Running
Status: Created
Dec 2 → Dec 2, 2025
0 business days (counted)
Running total: 0 of ? biz days used
1d
▶ Clock Running
Status: Ready for Scheduling
Dec 2 → Dec 3, 2025
1 business day (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Assigned
Dec 3 → Dec 3, 2025
0 business days (counted)
Running total: 1 of ? biz days used
1d
▶ Clock Running
Status: Scheduled
Dec 3 → Dec 4, 2025
1 business day (counted)
Running total: 2 of ? biz days used
Created: Dec 2, 2025 Completed: Dec 4, 2025
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Dec 2 → Dec 2 Created ▶ Running 0 0
Dec 2 → Dec 3 Ready for Scheduling ▶ Running 1 1
Dec 3 → Dec 3 Assigned ▶ Running 0 1
Dec 3 → Dec 4 Scheduled ▶ Running 1 2
Dispatch 0.0d
Coordinators 3.2d
Field Work 0.0d
Billing 23.1d
✓ SLA Met
Dispatch
0.0 days
Coordinators
3.2 days
Over SLA
Field Work
0.0 days
Billing
23.1 days
Over SLA
Created: Dec 2, 2025 Due: Dec 4, 2025 Completed: Dec 4, 2025 (on time)
📅
2.5 days Total Age
⏱️
17.0d in Closed Longest Stage
🔄
8 transitions Status Changes
⚠️
36.7d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
15 lines Work Details
🏠
2 visits On-Site Trips
📋
Coordinator Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
Visit 1 Dec 1, 2025
Visit 2 Dec 2, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00545528
Fort Bend Surgery Center - SOA 19772620
Closed
SOW: Single light deinstall and disposal plus installation of new Dual Head Alyon On Site POC: Jordan Liner - jliner@obmc.org - 281-313-7505
Priority
Standard
Origin
Email
Reason
New Case
Contact
James DiPinto
Owner
Kimberly Hardison
Created
Nov 20, 2025
Work Orders from this Case (1)
WO-01318234 (current) Invoiced
Installation • Scott E Yelverton
Created: Dec 2, 2025 • Closed: Dec 4, 2025
Completed with significant delays
Invoiced • 92 days old
🚨
Primary Delay 17.0 days stuck in "Closed"
⏱️
Total Delay 36.7 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
1.6d / 1.0d SLA
Scheduled
1.6d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
17.0d / 1.0d SLA
Billing Review
13.1d / 2.0d SLA
Ready to Bill
10.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

12/29/25 NFLOYD - Sent 3rd email requesting PO.

12/01/25 NFLOYD - Sent 2nd email requesting PO.

11/26/25 NFLOYD - Sent email requesting PO.

🔧 Work Performed
12.2.25 Arrived onsite and got with POC to get acquainted with building and to find out where the product was stored at. When we went into OR we were informed that they had pulled the lights from the original pallet (have to use pallet to lift light up with equipment jack) Jordan with the building said that she would check with the person she had remove pallet to see if he still had it. We had to wait on electricians to show up to make sure light and control panel were both deenergized and to go over what we would need from them. We then demounted and disposed of old light and control panel (Jordan wanted to keep the light heads in the building storage) We pulled Cat6 cable trough conduit and mounted new control panel to wall. We installed adapter plate to structural plate with exisiting threaded rod and installed new threaded rod onto adapter plate to hang light from. We made sure adapter plate was level and installed new light in spec with steris print and made sure everything was level and plumb. We hooked up lights to electrical box and mounted box to ceiling plate. Electricians came to hook up electrical to light. Thomas from Steris then tested and calibrated lights. All trim and plastics were installed and all brakes and tension was adjusted. Pulled all the trash out of building and put in clients dumpster and packed up all tools.
🔍 Technician Findings
Arrived onsite and found that client had pulled lights from the pallet.
⚠️ Problem Description
SOW: Single light deinstall and disposal plus installation of new Dual Head Alyon On Site POC: Jordan Liner - jliner@obmc.org - 281-313-7505

Timeline

📞
Case Linked Nov 20, 10:22 AM
Case Number: 00545528
Subject: Fort Bend Surgery Center - SOA 19772620
Status: Closed
⚠️ 7.0 business days
📋
2 Work Order Created Dec 2, 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 Dec 3, 12:58 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by David Carvalho
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 23h 10m
📅
Dispatch Scheduled by David Carvalho
Scheduled For: 2025-12-02T14:00:00.000+0000
⏱️
5x Labor Added Dec 3, 5:05 PM
Type: Labor, Expenses
Status: Open
Qty: 2, 1.75, 8.75, 2.5
⏱️
3 4x Labor Added Dec 4, 12:55 AM
4x Labor Added → 3x Travel Added → 3x Expenses Added
🚗
3x Travel Added
Type: Travel
Status: Open
Qty: 265, 10
💵
3x Expenses Added
Type: Expenses
Status: Open
Qty: 1
✔️
2 Status: Completed Dec 4, 1:25 AM
Status: Completed → Status: Closed
🏁
Status: Closed by Scott Yelverton
From: Completed
To: Closed
Duration in Previous: 1m
🚨 17.0 business days
💵
Status: Billing Review by Nicole Floyd Dec 29, 6:21 PM
From: Closed
To: Billing Review
Duration in Previous: 25d 16h
🚨 13.7 business days
📄
Status: Ready to Bill by Nicole Floyd Jan 19, 1:04 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 20d 18h
🚨 10.0 business days
📨
3 Status: Invoice Pending Feb 2, 1:54 PM
Status: Invoice Pending → Status: Invoiced → Invoice Created
💰
Status: Invoiced by Yecenia Campos
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🧾
Invoice Created
Invoice Number: SM-252806

Bottlenecks

Ready for Scheduling
Duration: 1.6 business days (threshold: 1.0 business days)
Exceeded by 5.2 business hours
Closed
Duration: 17.0 business days (threshold: 1.0 business days)
Exceeded by 16.0 business days
Billing Review
Duration: 13.1 business days (threshold: 2.0 business days)
Exceeded by 11.1 business days
Ready to Bill
Duration: 10.0 business days (threshold: 1.0 business days)
Exceeded by 9.0 business days

🔗 Related Artifacts

📞
Case 00545528
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
N/A
Technician
Scott E Yelverton
Scheduled
Dec 2, 9:00 AM
Created
Dec 2, 1:46 PM
Invoice #
SM-252806

Work Details (15)

Name Type Status Qty Amount Date
WL-03025392 Labor Open 2 $2,900.00 Dec 3, 5:05 PM
WL-03025393 Labor Open 1.75 $0.00 Dec 3, 5:05 PM
WL-03025394 Labor Open 8.75 $0.00 Dec 3, 5:05 PM
WL-03025395 Labor Open 2.5 $0.00 Dec 3, 5:05 PM
WL-03025396 Expenses Open 1 $0.00 Dec 3, 5:05 PM
WL-03025927 Labor Open 0.5 $0.00 Dec 4, 12:55 AM
WL-03025924 Labor Open 6.5 $0.00 Dec 4, 12:55 AM
WL-03025925 Labor Open 0.5 $0.00 Dec 4, 12:55 AM
WL-03025926 Labor Open 8.5 $0.00 Dec 4, 12:55 AM
WL-03025928 Travel Open 265 $0.00 Dec 4, 12:56 AM
WL-03025929 Travel Open 10 $0.00 Dec 4, 12:56 AM
WL-03025930 Travel Open 10 $0.00 Dec 4, 12:56 AM
WL-03025932 Expenses Open 1 $0.00 Dec 4, 12:58 AM
WL-03025933 Expenses Open 1 $0.00 Dec 4, 12:58 AM
WL-03025931 Expenses Open 1 $0.00 Dec 4, 12:58 AM

Details