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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01202182 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Parts Sale • P4

📍 Texas Medical Screening - Ship to Address — 13103 Lookout Run, San Antonio TX, 78233

Sep 24, 2024 → Jan 15, 2026

✅ Completed
P4
SLA Clock
4 business days from creation · Target: Sep 30, 2024
✗ SLA Missed (320 biz days late)
Active: 324 biz days
Budget: 4 biz days
🕐 Clock stopped: Invoiced (Jan 15, 2026)
SLA Target
▶ Clock Running
Status: Created
Sep 24 → Sep 24, 2024
0 business days (counted)
Running total: 0 of 4 biz days used
▶ Clock Running
Status: L2 Screening
Sep 24 → Sep 25, 2024
1 business day (counted)
Running total: 1 of 4 biz days used
⏸ Clock Paused
Status: Awaiting Parts
Sep 25 → Sep 25, 2024
0 business days (not counted)
305d
▶ Clock Running
Status: Logistics
Sep 25 → Dec 18, 2025
305 business days (counted)
Running total: 306 of 4 biz days used
▶ Clock Running
Status: Assigned
Dec 18 → Jan 15, 2026
18 business days (counted)
Running total: 324 of 4 biz days used
⏸ Clock Paused
Status: Awaiting Parts
Jan 15 → Jan 15, 2026
0 business days (not counted)
Created: Sep 24, 2024 Invoiced: Jan 15, 2026
Business Days Used 324 / 4
0 4d budget +320d over
Show SLA Clock Detail (6 periods)
Period Status Clock Biz Days Running Total
Sep 24 → Sep 24 Created ▶ Running 0 0 / 4
Sep 24 → Sep 25 L2 Screening ▶ Running 1 1 / 4
Sep 25 → Sep 25 Awaiting Parts ⏸ Paused 0 —
Sep 25 → Dec 18 Logistics ▶ Running 305 306 / 4
Dec 18 → Jan 15 Assigned ▶ Running 18 324 / 4
Jan 15 → Jan 15 Awaiting Parts ⏸ Paused 0 —
Dispatch 306.8d
Material Management 1.0d
Coordinators 18.4d
Billing 111.6d
✗ SLA Missed
Dispatch
306.8 days
Over SLA
Material Management
1.0 days
Coordinators
18.4 days
Over SLA
Billing
111.6 days
Over SLA
Created: Sep 24, 2024 Due: Sep 30, 2024 Completed: Jan 15, 2026 (471 days late)
📅
325.0 days Total Age
⏱️
305.4d in Logistics Longest Stage
🔄
13 transitions Status Changes
⚠️
409.2d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
📋
Coordinator Scheduling

AI Analysis

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Generating AI analysis...
Completed with significant delays
Invoiced • 688 days old
🚨
Primary Delay 305.4 days stuck in "Logistics"
⏱️
Total Delay 409.2 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
L2 Screening
1.3d / 1.0d SLA
Awaiting Parts
1.0d / 3.0d SLA
Logistics
305.4d / 1.0d SLA
Assigned
18.4d / 0.5d SLA
Closed
1.5d / 1.0d SLA
Billing Correction Needed
21.2d
Billing Review
88.0d / 2.0d SLA
Ready to Bill
0.0d / 1.0d SLA
Invoice Pending
0.4d / 2.0d SLA
Invoiced
2.0d

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

07/24/2026 KFricke - Proof of Delivery uploaded to Notes & Attachments for Pro # 039373425

2.18.26 hshaw - YC will work with IT to make part billable.

1.16.26 hshaw - moved WO to BC, not able to change part to billable

10/14/2024 jsells

waiting on R&L final billing


1298.31

9/26/2024 jsells

freight 131.82

09/25/2025 LH freight charge is $145.00 (includes 10% markup)


9/24/2024 jsells

R&L quote $131.82 quote #337482

NMFC 093450 Class 55

🔧 Work Performed
Customer Requested Parts Order
⚠️ Problem Description
ordering 3 ea. HIGI SH650-top monitors @ $80.00 ea. Total: $240.00

Timeline

📋
▶
2 Work Order Created Sep 24, 12:11 PM
Work Order Created → Status: L2 Screening
🔍
Status: L2 Screening by Laura Hill
From: Entered
To: L2 Screening
Duration in Previous: 0m
📦
▶
2 Parts Requested Sep 24, 10:58 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Phillip Castillo
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 10h 46m
🚚
Status: Logistics by Starla Moore Sep 25, 4:36 PM
From: Awaiting Parts
To: Logistics
Duration in Previous: 17h 37m
💵
Expenses Added Sep 26, 9:24 AM
Type: Expenses
Status: Open
Qty: 1
🚨 305.0 business days
👷
▶
2 Technician Assigned Dec 18, 3:55 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Sean Weaver
From: Logistics
To: Assigned
Duration in Previous: 449d 0h
🚨 19.0 business days
📦
▶
3 Status: Awaiting Parts Jan 15, 2:42 PM
Status: Awaiting Parts → 2x Parts Added → Status: Closed
🔩
2x Parts Added
Type: Parts, Expenses
Status: Open
Qty: 3, 1
🏁
Status: Closed by Rhonnie Reeves
From: Awaiting Parts
To: Closed
Duration in Previous: 1m
⏳ 2.0 business days
💳
Status: Billing Correction Needed by Hannah Shaw Jan 16, 5:33 PM
From: Closed
To: Billing Correction Needed
Duration in Previous: 1d 2h
🚨 21.8 business days
💵
Status: Billing Review by Hannah Shaw Feb 18, 11:04 AM
From: Billing Correction Needed
To: Billing Review
Duration in Previous: 32d 17h
🚨 88.0 business days
📄
▶
3 Status: Ready to Bill Jun 23, 10:55 AM
Status: Ready to Bill → Status: Invoice Pending → Status: Invoiced
📨
Status: Invoice Pending by Hannah Shaw
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 1m
💰
Status: Invoiced by Hannah Shaw
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
📨
Status: Invoice Pending by Yecenia Campos Jun 24, 10:49 AM
From: Invoiced
To: Invoice Pending
Duration in Previous: 23h 51m
💰
Status: Invoiced by Hannah Shaw Jun 24, 2:17 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 3h 28m
🚨 22.0 business days
🧾
Invoice Created Jul 24, 11:27 AM
Invoice Number: SM-265402

Bottlenecks

L2 Screening
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.8 business hours
Logistics
Duration: 305.4 business days (threshold: 1.0 business days)
Exceeded by 304.4 business days
Assigned
Duration: 18.4 business days (threshold: 4.0 business hours)
Exceeded by 17.9 business days
Closed
Duration: 1.5 business days (threshold: 1.0 business days)
Exceeded by 4.3 business hours
Billing Review
Duration: 88.0 business days (threshold: 2.0 business days)
Exceeded by 86.0 business days

🔗 Related Artifacts

📦
Parts Order 00062139
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P4
Type
Parts Sale
Branch
N/A
Technician
Customer Part Sale
Scheduled
N/A
Created
Sep 24, 12:11 PM
Invoice #
SM-265402

Work Details (3)

Name Type Status Qty Amount Date
WL-02498566 Expenses Open 1 $0.00 Sep 26, 9:24 AM
WL-03066537 Parts Open 3 $395.46 Jan 15, 2:42 PM
WL-03066538 Expenses Open 1 $145.00 Jan 15, 2:42 PM

Details