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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01253888 ↗ ServiceMax

Western NY Department of Developmental Disabilities • Preventive Maintenance • PSM

📍 Fredonia Day Hab — 258 E. Main St, Fredonia NY, 14063

Mar 5, 2025 → Nov 18, 2025

✅ Completed
PSM Last business day of March 2025
Target: Mar 31, 2025
🕐 Clock stopped: Completed (Nov 18)
⏸ 57d excluded (parts wait + holding)
✗ SLA Missed (175d late)
Dispatch 0.7d
Holding 84.6d (excluded)
Coordinators 105.4d
Field Work 1.3d
Billing 1.0d
✗ SLA Missed
Dispatch
0.7 days
Over SLA
Holding (excluded from total)
84.6 days
Coordinators
105.4 days
Over SLA
Field Work
1.3 days
Billing
1.0 days
Created: Mar 5, 2025 Due: Sep 30, 2025 Completed: Nov 18, 2025 (48 days late)
📅
184.1 days Total Age
⏱️
42.6d in On Hold Longest Stage
🔄
18 transitions Status Changes
⚠️
97.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
12 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits (1 reschedule)
2 on-site visits — follow-up trip required
👤 Self-scheduled by Erwin Forster — scheduling delays attributed to technician, not coordinators
Visit 1 Nov 3, 2025
Visit 2 Nov 18, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00471362
Ready to release status.
Closed
Initial Annual Inspection Service https://www.ebiotrack.com/inspection.php?iid=26069 Arjo Maxi Sky 440 SN: 300215593 Arjo Maxi Sky 440 SN: 300533072 Arjo Maxi Sky 440 SN: 300533075 Arjo Maxi Sky 440 SN: LE490704523 Arjo Maxi Sky 440 SN: LE511009912 Arjo Maxi Sky 440 SN: LE511009920
Priority
Standard
Origin
Email
Reason
New Case
Contact
258 E. Main St House Supervisor Please call, do not email unless no answer
Owner
Scott Berry
Created
Mar 5, 2025
Work Orders from this Case (1)
WO-01253888 (current) Invoiced
Preventive Maintenance • Erwin Forster
Created: Mar 5, 2025 • Closed: Nov 18, 2025
Completed with significant delays
Invoiced • 435 days old
🚨
Primary Delay 42.6 days stuck in "On Hold"
⏱️
Total Delay 97.1 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.7d / 0.5d SLA
Ready for Release
42.0d
Ready for Scheduling
24.5d / 1.0d SLA
Assigned
29.0d / 0.5d SLA
Scheduled
49.8d / 2.0d SLA
On Hold
42.6d
Tech On Site
0.4d / 1.0d SLA
Tech Off Site
0.5d / 2.0d SLA
Reschedule
2.0d / 2.0d SLA
Completed
0.5d / 1.0d SLA
Closed
3.0d / 1.0d SLA
Ready to Bill
1.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
11/5 KSmith -- Rescheduled for 11/18 with Yvonne

11/4 KSmith -- Left VM for Yvonne to reschedule for 11/18

11/3 EForster: 2 lifts not charged. Reschedule for 2 lifts.

9/22 KSmith -- Scheduled for 11/3 with house manager. 1-3pm

08/27/2025 DNakoff - WO being released from on hold per conversation with Joe Whalen, Megan Allen, and Shawn Rogers. Technician aware of service expectations and PM documentation required. Due date updated.

6/30 KHensley called the site supervisor to let them know that the appt has been canceled. Left VM. 

6/18 KSmith -- Scheduled for 7/2 with site supervisor

6/10 KSmith -- Left VM to schedule for 7/2 -10am

6/6 KSmith -- Left VM to schedule for 7/2 - 10am

🔧 Work Performed
11/3: Inspected 5 lifts. 2 Failed for loose rails. 2 not charged. 11/18: Inspected remaining 2 lifts.
🔍 Technician Findings
11/3: Handicare P-440 (sn#A202303092434712) not fully charged RM 122 bathroom Lift (sn 300215593) not charged. RM 121 bathroom
⚠️ Problem Description
PM Service PLEASE COMPLETE PM FORM FOR EACH PIECE OF EQUIPMENT General Patient Lift: https://form.jotform.com/241965569287071 Therapeutic Tub: https://form.jotform.com/251747256160154 https://www.ebiotrack.com/inspection.php?iid=26069 Arjo Maxi Sky 440 SN: 300215593 Arjo Maxi Sky 440 SN: 300533072 Arjo Maxi Sky 440 SN: 300533075 Arjo Maxi Sky 440 SN: LE490704523 Arjo Maxi Sky 440 SN: LE511009912 Arjo Maxi Sky 440 SN: LE511009920

Timeline

📞
Case Linked Mar 5, 5:15 PM
Case Number: 00471362
Subject: Ready to release status.
Status: Closed
📋
Work Order Created Mar 5, 6:30 PM
Work Order: WO-01253888
Type: Preventive Maintenance
Priority: PSM
Status: Ready for Release by Micah Peters Mar 6, 12:09 AM
From: Entered
To: Ready for Release
Duration in Previous: 5h 39m
🚨 42.0 business days
📅
Status: Ready for Scheduling by Stephanie Ramen May 2, 3:49 PM
From: Ready for Release
To: Ready for Scheduling
Duration in Previous: 57d 14h
⚠️ 6.0 business days
👷
2 Status: Assigned May 9, 10:16 AM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Mozammel Sajib
Technician: Erwin Forster
🚨 29.0 business days
📅
2 Dispatch Scheduled Jun 18, 12:30 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 40d 2h
⚠️ 9.0 business days
🆕
Status: Entered by Kaitlyn Kelch Jun 30, 3:12 PM
From: Scheduled, Entered
To: Entered, On Hold
Duration in Previous: 12d 2h, 0m
🚨 43.0 business days
📅
Status: Ready for Scheduling by Dylan Nakoff Aug 27, 10:46 AM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 57d 19h
🚨 19.0 business days
👷
2 Technician Assigned Sep 22, 12:32 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 26d 1h
🗓️
2 Status: Scheduled Sep 22, 12:41 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-03T18:30:00.000+0000
🚨 31.0 business days
🔧
Status: Tech On Site by Erwin Forster Nov 3, 2:00 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 42d 2h
🚗
Status: Tech Off Site by Erwin Forster Nov 3, 3:46 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 1h 46m
⏱️
6x Labor Added Nov 3, 7:13 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 0.25, 1.8333333333333, 2.1666666666667, 118
🔄
Status: Reschedule by Erwin Forster Nov 3, 7:33 PM
From: Tech Off Site
To: Reschedule
Duration in Previous: 3h 46m
2.6 business days
🗓️
2 Status: Scheduled Nov 5, 9:33 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-18T18:00:00.000+0000
🚨 10.0 business days
🔧
Status: Tech On Site by Erwin Forster Nov 18, 1:32 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 13d 3h
✔️
Status: Completed by Erwin Forster Nov 18, 2:48 PM
From: Tech On Site
To: Completed
Duration in Previous: 1h 16m
⏱️
2 6x Labor Added Nov 18, 6:35 PM
6x Labor Added → Status: Closed
🏁
Status: Closed by Erwin Forster
From: Completed
To: Closed
Duration in Previous: 3h 48m
3.7 business days
📄
Status: Ready to Bill by Diane Patton Nov 21, 9:28 AM
From: Closed
To: Ready to Bill
Duration in Previous: 2d 14h
1.0 business days
📨
2 Status: Invoice Pending Nov 22, 1:48 PM
Status: Invoice Pending → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
1.0 business days
🧾
Invoice Created Nov 24, 1:02 PM
Invoice Number: SM-247385

Bottlenecks

Entered
Duration: 5.7 business hours (threshold: 4.0 business hours)
Exceeded by 1.7 business hours
Ready for Scheduling
Duration: 5.5 business days (threshold: 1.0 business days)
Exceeded by 4.5 business days
Assigned
Duration: 29.0 business days (threshold: 4.0 business hours)
Exceeded by 28.5 business days
Scheduled
Duration: 8.9 business days (threshold: 2.0 business days)
Exceeded by 6.9 business days
Ready for Scheduling
Duration: 19.0 business days (threshold: 1.0 business days)
Exceeded by 18.0 business days
Scheduled
Duration: 30.9 business days (threshold: 2.0 business days)
Exceeded by 28.9 business days
Scheduled
Duration: 10.0 business days (threshold: 2.0 business days)
Exceeded by 8.0 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00471362
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Erwin Forster
Scheduled
Nov 18, 1:00 PM
Created
Mar 5, 6:30 PM
Invoice #
SM-247385

Work Details (12)

Name Type Status Qty Amount Date
WL-02994823 Labor Open 0.25 $0.00 Nov 3, 7:13 PM
WL-02994824 Labor Open 1.8333333333333 $0.00 Nov 3, 7:13 PM
WL-02994825 Labor Open 2.1666666666667 $0.00 Nov 3, 7:13 PM
WL-02994826 Travel Open 118 - Nov 3, 7:13 PM
WL-02994827 Travel Open 8 - Nov 3, 7:13 PM
WL-02994828 Expenses Open 1 $0.00 Nov 3, 7:13 PM
WL-03011959 Labor Open 0.5 $0.00 Nov 18, 6:35 PM
WL-03011960 Labor Open 2.5 $600.00 Nov 18, 6:35 PM
WL-03011961 Labor Open 2.1666666666667 $0.00 Nov 18, 6:35 PM
WL-03011962 Travel Open 18 - Nov 18, 6:35 PM
WL-03011963 Travel Open 118 - Nov 18, 6:35 PM
WL-03011964 Expenses Open 1 $0.00 Nov 18, 6:35 PM

Details