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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01329332 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 Owings Mills — 6100 Merriweather Drive, Columbia MD, 21044

Jan 5, 2026 → Feb 20, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed
Active: 12 biz days
Paused: 20 biz days
🕐 Clock stopped: Completed (Feb 21, 2026)
▶ Clock Running
Status: Created
Jan 5 → Jan 5, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 5 → Jan 5, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Entered
Jan 5 → Jan 5, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 5 → Jan 6, 2026
1 business day (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Assigned
Jan 6 → Jan 7, 2026
1 business day (counted)
Running total: 2 of ? biz days used
⏸13d
⏸ Clock Paused
Status: Ready for Release
Jan 7 → Jan 27, 2026
13 business days (not counted)
▶ Clock Running
Status: Scheduled
Jan 27 → Jan 29, 2026
2 business days (counted)
Running total: 4 of ? biz days used
▶ Clock Running
Status: Entered
Jan 29 → Jan 29, 2026
0 business days (counted)
Running total: 4 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 29 → Jan 29, 2026
0 business days (counted)
Running total: 4 of ? biz days used
▶ Clock Running
Status: Assigned
Jan 29 → Jan 29, 2026
0 business days (counted)
Running total: 4 of ? biz days used
4d
▶ Clock Running
Status: Scheduled
Jan 29 → Feb 4, 2026
4 business days (counted)
Running total: 8 of ? biz days used
▶ Clock Running
Status: Reschedule
Feb 4 → Feb 4, 2026
0 business days (counted)
Running total: 8 of ? biz days used
▶ Clock Running
Status: Entered
Feb 4 → Feb 4, 2026
0 business days (counted)
Running total: 8 of ? biz days used
⏸7d
⏸ Clock Paused
Status: Ready for Release
Feb 4 → Feb 16, 2026
7 business days (not counted)
▶ Clock Running
Status: Assigned
Feb 16 → Feb 16, 2026
0 business days (counted)
Running total: 8 of ? biz days used
4d
▶ Clock Running
Status: Scheduled
Feb 16 → Feb 20, 2026
4 business days (counted)
Running total: 12 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 20 → Feb 21, 2026
0 business days (counted)
Running total: 12 of ? biz days used
Created: Jan 5, 2026 Completed: Feb 21, 2026
Show SLA Clock Detail (17 periods)
Period Status Clock Biz Days Running Total
Jan 5 → Jan 5 Created ▶ Running 0 0
Jan 5 → Jan 5 Ready for Scheduling ▶ Running 0 0
Jan 5 → Jan 5 Entered ▶ Running 0 0
Jan 5 → Jan 6 Ready for Scheduling ▶ Running 1 1
Jan 6 → Jan 7 Assigned ▶ Running 1 2
Jan 7 → Jan 27 Ready for Release ⏸ Paused 13
Jan 27 → Jan 29 Scheduled ▶ Running 2 4
Jan 29 → Jan 29 Entered ▶ Running 0 4
Jan 29 → Jan 29 Ready for Scheduling ▶ Running 0 4
Jan 29 → Jan 29 Assigned ▶ Running 0 4
Jan 29 → Feb 4 Scheduled ▶ Running 4 8
Feb 4 → Feb 4 Reschedule ▶ Running 0 8
Feb 4 → Feb 4 Entered ▶ Running 0 8
Feb 4 → Feb 16 Ready for Release ⏸ Paused 7
Feb 16 → Feb 16 Assigned ▶ Running 0 8
Feb 16 → Feb 20 Scheduled ▶ Running 4 12
Feb 20 → Feb 21 Tech On Site ▶ Running 0 12
Dispatch 0.3d
Holding 20.6d (excluded)
Coordinators 14.9d
Field Work 0.3d
Billing 0.0d
✗ SLA Missed
Dispatch
0.3 days
Holding (excluded from total)
20.6 days
Coordinators
14.9 days
Over SLA
Field Work
0.3 days
Billing
0.0 days
Created: Jan 5, 2026 Due: Aug 31, 2026 Completed: Feb 21, 2026 (191 days early)
📅
32.9 days Total Age
⏱️
13.3d in Ready for Release Longest Stage
🔄
16 transitions Status Changes
⚠️
8.3d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00553639
Customer Address Change
Closed
We had a customer relocate one of their kiosks to a new location. May I please update the portal to reflect this change and schedule a PM visit to ensure the kiosk is operational after the move If Checklist is not populating, make sure the order type contains 'PM' and the product must contain an 90550, LC300 or LC500. Update the order status to 'tech onsite' and the workflow will look for the parameters in which a PM checklist is required and will auto attach. Common missed step: After you Finalize the checklist you must select 'Print checklist' for the checklist to attach to the work order for the billing reviewer to review.
Priority
Critical
Origin
Email
Reason
New Case
Contact
James Williams
Owner
Kimberly Hardison
Created
Dec 22, 2025
Work Orders from this Case (1)
WO-01329332 (current) Invoiced
Preventive Maintenance • Maximilian Tucker
Created: Jan 5, 2026 • Closed: Feb 20, 2026
Completed with minor delays
Invoiced • 58 days old
🚨
Primary Delay 13.3 days stuck in "Ready for Release"
⏱️
Total Delay 8.3 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.3d / 0.5d SLA
Ready for Scheduling
1.6d / 1.0d SLA
Assigned
1.5d / 0.5d SLA
Ready for Release
20.6d
Scheduled
11.2d / 2.0d SLA
Reschedule
0.6d / 2.0d SLA
Tech On Site
0.3d / 1.0d SLA
Closed
2.9d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2/23/26 lcoonrod

sent chatter to Chris B advising the location moved the Kiosk so that he can follow up with TMS.


2/11 MOwens Alyson replied back that 2/20 between 1-2pm works for the PM visit.

2/4 MOwens Sent reply back to Alyson letting her know I need to reschedule for another day. I will reply back with another date to schedule the PM.

1/27 MOwens replied back to Alyson Wassser to confirm scheduling the visit for 2/6 with arrival between 10-11am for the arrival.

01/07/2026 LHill-LM at 443-695-3151 for Kevin Flinn to confirm contact & equipment.


1/6/26 RBerry- LM with Kevin Flinn to schedule.


1/6/26 RBerry- Chattered: @Allison Belyea​ Is the due date for this correct? This is set as a P4 for a PM.

🔧 Work Performed
I spoke with security alderman and they contacted Alyson.
🔍 Technician Findings
Upon arrival Alyson was not in the building. I spoke with security alderman and they contacted Alyson. The kiosk is no longer at this location. They moved it to another location called merrriweather. Alyson informed me that she would reach back out to reschedule and call Kimberly brandwin
⚠️ Problem Description
We had a customer relocate one of their kiosks to a new location. May I please update the portal to reflect this change and schedule a PM visit to ensure the kiosk is operational after the move Please Perform the PM for this Kiosk based on the product listed in the work order: 90550, LC300, LC500. ***IMPORTANT CHANGE**** Please Log/notate in the technician findings the number of times the kiosk was used and double check the SN. If the SN is different than in the work order please also notate the correct SN. Regardless if the SN matches continue to perform the PM service. If location is a non-retail location a call ahead to schedule is required If Checklist is not populating, make sure the order type contains 'PM' and the product must contain an 90550, LC300 or LC500. Update the order status to 'tech onsite' and the workflow will look for the parameters in which a PM checklist is required and will auto attach. Common missed step: After you Finalize the checklist you must select 'Print checklist' for the checklist to attach to the work order for the billing reviewer to review.
📄 Description
LC500 with Barcode

Timeline

📞
Case Linked Dec 22, 3:51 PM
Case Number: 00553639
Subject: Customer Address Change
Status: Closed
⚠️ 9.0 business days
📋
2 Work Order Created Jan 5, 11:34 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
🆕
Status: Entered by Melissa Owens Jan 5, 2:39 PM
From: Ready for Scheduling
To: Entered
Duration in Previous: 3h 5m
📅
Status: Ready for Scheduling by Kimberly Hardison Jan 5, 5:14 PM
From: Entered
To: Ready for Scheduling
Duration in Previous: 2h 35m
👷
2 Technician Assigned Jan 6, 3:06 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Scheduling
To: Assigned
Duration in Previous: 21h 51m
2.0 business days
Status: Ready for Release by Allison Belyea Jan 7, 4:30 PM
From: Assigned
To: Ready for Release
Duration in Previous: 1d 1h
🚨 13.9 business days
📅
2 Dispatch Scheduled Jan 27, 1:34 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Melissa Owens
From: Ready for Release
To: Scheduled
Duration in Previous: 19d 21h
3.0 business days
🆕
4 Status: Entered Jan 29, 3:07 PM
Status: Entered → Technician Assigned → Status: Scheduled → Dispatch Scheduled
👷
Technician Assigned by Melissa Owens
Technician: Maximilian Tucker
🗓️
Status: Scheduled by Melissa Owens
From: Assigned
To: Scheduled
Duration in Previous: 1m
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2026-02-06T15:30:00.000+0000
⚠️ 5.0 business days
🔄
Status: Reschedule by Melissa Owens Feb 4, 12:01 PM
From: Scheduled
To: Reschedule
Duration in Previous: 5d 20h
🆕
Status: Entered by Rhea Berry Feb 4, 4:49 PM
From: Reschedule, Entered
To: Entered, Ready for Release
Duration in Previous: 4h 48m, 0m
⚠️ 7.9 business days
👷
4 Status: Assigned Feb 16, 4:02 PM
Status: Assigned → Technician Assigned → Dispatch Scheduled → Status: Scheduled
👷
Technician Assigned by Melissa Owens
Technician: Maximilian Tucker
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2026-02-20T18:00:00.000+0000
🗓️
Status: Scheduled by Melissa Owens
From: Assigned
To: Scheduled
Duration in Previous: 3m
4.0 business days
🔧
Status: Tech On Site by Maximilian Tucker Feb 20, 4:19 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 4d 0h
⏱️
3x Labor Added Feb 20, 10:07 PM
Type: Labor, Travel
Status: Open
Qty: 0.5, 0.58333333333333, 25
✔️
Status: Completed by Maximilian Tucker Feb 20, 10:19 PM
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 5h 59m, 0m
2.5 business days
📄
3 Status: Ready to Bill Feb 25, 2:30 AM
Status: Ready to Bill → Status: Invoiced → Invoice Created
💰
Status: Invoiced by Hannah Shaw
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🧾
Invoice Created
Invoice Number: SM-254826

Bottlenecks

Ready for Scheduling
Duration: 1.2 business days (threshold: 1.0 business days)
Exceeded by 1.8 business hours
Assigned
Duration: 1.5 business days (threshold: 4.0 business hours)
Exceeded by 7.9 business hours
Scheduled
Duration: 2.7 business days (threshold: 2.0 business days)
Exceeded by 5.4 business hours
Scheduled
Duration: 4.5 business days (threshold: 2.0 business days)
Exceeded by 2.5 business days
Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Closed
Duration: 2.9 business days (threshold: 1.0 business days)
Exceeded by 1.9 business days

🔗 Related Artifacts

📞
Case 00553639
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Maximilian Tucker
Scheduled
Feb 20, 1:00 PM
Created
Jan 5, 11:34 AM
Invoice #
SM-254826

Work Details (3)

Name Type Status Qty Amount Date
WL-03114843 Labor Open 0.5 $0.00 Feb 20, 10:07 PM
WL-03114844 Labor Open 0.58333333333333 $0.00 Feb 20, 10:07 PM
WL-03114845 Travel Open 25 $0.00 Feb 20, 10:07 PM

Details