Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01254027 ↗ ServiceMax

Western NY Department of Developmental Disabilities • Preventive Maintenance • PSM

📍 Newfane Community Home Dale Rd — 6228 Dale Rd, Newfane NY, 14108

Mar 6, 2025 → Dec 16, 2025

✅ Completed
PSM Last business day of March 2025
Target: Mar 31, 2025
🕐 Clock stopped: Completed (Dec 16)
⏸ 32d excluded (parts wait + holding)
✗ SLA Missed (228d late)
Dispatch 0.7d
Holding 107.9d (excluded)
Coordinators 102.1d
Field Work 1.3d
Billing 7.0d
✗ SLA Missed
Dispatch
0.7 days
Over SLA
Holding (excluded from total)
107.9 days
Coordinators
102.1 days
Over SLA
Field Work
1.3 days
Over SLA
Billing
7.0 days
Over SLA
Created: Mar 6, 2025 Due: Dec 16, 2025 Completed: Dec 17, 2025 (on time)
📅
204.0 days Total Age
⏱️
67.0d in On Hold Longest Stage
🔄
16 transitions Status Changes
⚠️
104.9d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00471376
Ready to release status.
Closed
Initial Annual Inspection Service https://www.ebiotrack.com/inspection.php?iid=26077 Tollos Cirrus 450 SN: 656 Tollos Cirrus 450 SN:N/A Tollos Cirrus 450 SN:N/A Tollos Cirrus 450 SN:N/A Tollos Cirrus 450 SN:N/A
Priority
Standard
Origin
Email
Reason
New Case
Contact
6228 Dale Rd House Supervisor Please call, do not email unless no answer
Owner
Scott Berry
Created
Mar 5, 2025
Work Orders from this Case (1)
WO-01254027 (current) Invoiced
Preventive Maintenance • Erwin Forster
Created: Mar 6, 2025 • Closed: Dec 16, 2025
Completed with significant delays
Invoiced • 434 days old
🚨
Primary Delay 67.0 days stuck in "On Hold"
⏱️
Total Delay 104.9 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
23.1d
Ready for Scheduling
20.6d / 1.0d SLA
Assigned
62.5d / 0.5d SLA
On Hold
84.8d
Scheduled
19.0d / 2.0d SLA
Tech On Site
0.2d / 1.0d SLA
Completed
1.1d / 1.0d SLA
Closed
3.0d / 1.0d SLA
Ready to Bill
7.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/20 KSmith -- Scheduled for 12/16 with Tammie. 9-11am

11/19 KSmith -- Site supervisor was not in. Left VM to Don to schedule inspection

11/12 KSmith -- Tammie is the site supervisor and she is on PTO until Thursday. Advised to call back Thursday between 6am-2pm.

11/5/2025 DNakoff - Home- 716-778-6015 Try before 8AM and after 3PM 

Backup Contact Team Leader- Don B 716-433-6750 x 214


10/13 KSmith -- Placing on hold/escalating due to no response from site. Have been calling since August to schedule with no success. Shawn advised to place on hold/escalate

10/13 KSmith -- Supervisor was not in. Advised they would be back tomorrow. 

10/9 KSmith -- Rang for a minute and never went to VM. Will try again later.

9/30 KSmith -- Supervisor was not in. Advised they will be in tomorrow from 6am-2pm

9/24 KSmith -- Site supervisor is not in until 2pm today. Advised to call back later.

9/23 KSmith -- Rang for a minute. Never went to VM. Will try again later

9/22 KSmith -- Advised to call back tomorrow and ask for Tammy. Trying to schedule for Wednesday afternoon

8/28 KSmith -- Called twice and was hung up on both times. Will try again another time

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.


05/27 MSajib. Was unable to get this schedule after contacting more than 3 attempts . Putting it on HOLD.


05/23 MSajib. Called but no answer. left a vm for a call back


05/22 MSajib. Called and someone answered the call. While I was telling her the reason for call. She just hanged up the call. Called again but no answer.


5/20/25 RCook- Emailed ASC to make sure WO has 3 scheduling attempts by the end of this week. If they have had 3 attempts and are unable to schedule, please escalate Wo to account manager and place on hold. See logged email on WO-01253512


05/16 MSajib. Spoke with Tammy advised me to call back on Monday 05/19


04/22 MSajib. Called but no answer. left a vm for a call back.

Note: Email attached at WO-01254030 (already sent 3 emails)


04/18 MSajib. Spoke with on Duty house sup and took my number for a call back


04/16 MSajib. Called but no answer. Left a vm and sent an email to POC to schedule the tech visit . Email attached at WO-01254030


04/16 MSajib. Called but no answer. Left a vm and sent an email to POC to schedule the tech visit . See more WO-01254030


04/09 MSajib. Called but no answer. Left a vm and sent an email to POC to schedule the tech visit . See more WO-01254030

🔧 Work Performed
PM/inspect 4lifts. 1 lift (bathroom) not working. 1 lift fails for loose rail.
🔍 Technician Findings
4 lifts on site
⚠️ 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=26077 Tollos Cirrus 450 SN: 656 Tollos Cirrus 450 SN:N/A Tollos Cirrus 450 SN:N/A Tollos Cirrus 450 SN:N/A Tollos Cirrus 450 SN:N/A

Timeline

📞
Case Linked Mar 5, 5:33 PM
Case Number: 00471376
Subject: Ready to release status.
Status: Closed
📋
Work Order Created Mar 6, 1:01 PM
Work Order: WO-01254027
Type: Preventive Maintenance
Priority: PSM
Status: Ready for Release by Stephanie Ramen Mar 6, 6:17 PM
From: Entered
To: Ready for Release
Duration in Previous: 5h 15m
🚨 23.7 business days
📅
Status: Ready for Scheduling by Stephanie Ramen Apr 8, 3:22 PM
From: Ready for Release
To: Ready for Scheduling
Duration in Previous: 32d 20h
👷
2 Status: Assigned Apr 9, 1:44 PM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Mozammel Sajib
Technician: Erwin Forster
🚨 35.0 business days
⏸️
Status: On Hold by Mozammel Sajib May 27, 10:04 AM
From: Assigned
To: On Hold
Duration in Previous: 47d 20h
🚨 67.0 business days
📅
Status: Ready for Scheduling by Dylan Nakoff Aug 27, 10:49 AM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 92d 0h
🚨 19.0 business days
👷
2 Technician Assigned Sep 22, 11:53 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 26d 1h
🚨 16.0 business days
⏸️
Status: On Hold by Kourtney Smith Oct 13, 1:33 PM
From: Assigned
To: On Hold
Duration in Previous: 21d 1h
🚨 18.0 business days
📅
3 Status: Ready for Scheduling Nov 5, 12:54 PM
Status: Ready for Scheduling → Technician Assigned → Status: Assigned
👷
Technician Assigned by Kourtney Smith
Technician: a0h5A00000HFAYFQA5, Erwin Forster
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1m
🚨 12.0 business days
🗓️
2 Status: Scheduled Nov 20, 9:59 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-12-16T14:30:00.000+0000
🚨 19.0 business days
🔧
Status: Tech On Site by Erwin Forster Dec 16, 10:28 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 26d 0h
✔️
Status: Completed by Erwin Forster Dec 16, 11:53 AM
From: Tech On Site
To: Completed
Duration in Previous: 1h 25m
⏱️
3x Labor Added Dec 16, 8:16 PM
Type: Labor, Travel
Status: Open
Qty: 1.5, 1.75, 66
🏁
Status: Closed by Erwin Forster Dec 16, 8:45 PM
From: Completed
To: Closed
Duration in Previous: 8h 51m
3.4 business days
📄
Status: Ready to Bill by Diane Patton Dec 19, 10:42 AM
From: Closed
To: Ready to Bill
Duration in Previous: 2d 13h
⚠️ 7.0 business days
📨
3 Status: Invoice Pending Dec 29, 2:08 PM
Status: Invoice Pending → Status: Invoiced → Invoice Created
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🧾
Invoice Created
Invoice Number: SM-250081

Bottlenecks

Entered
Duration: 5.3 business hours (threshold: 4.0 business hours)
Exceeded by 1.3 business hours
Ready for Scheduling
Duration: 1.6 business days (threshold: 1.0 business days)
Exceeded by 4.6 business hours
Assigned
Duration: 34.8 business days (threshold: 4.0 business hours)
Exceeded by 34.3 business days
Ready for Scheduling
Duration: 19.0 business days (threshold: 1.0 business days)
Exceeded by 18.0 business days
Assigned
Duration: 16.0 business days (threshold: 4.0 business hours)
Exceeded by 15.5 business days
Assigned
Duration: 11.8 business days (threshold: 4.0 business hours)
Exceeded by 11.3 business days
Scheduled
Duration: 19.0 business days (threshold: 2.0 business days)
Exceeded by 17.0 business days
Completed
Duration: 1.1 business days (threshold: 1.0 business days)
Exceeded by 0.9 business hours
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Ready to Bill
Duration: 7.0 business days (threshold: 1.0 business days)
Exceeded by 6.0 business days

🔗 Related Artifacts

📞
Case 00471376
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Erwin Forster
Scheduled
Dec 16, 9:30 AM
Created
Mar 6, 1:01 PM
Invoice #
SM-250081

Work Details (3)

Name Type Status Qty Amount Date
WL-03039994 Labor Open 1.5 $0.00 Dec 16, 8:16 PM
WL-03039995 Labor Open 1.75 $480.00 Dec 16, 8:16 PM
WL-03039996 Travel Open 66 - Dec 16, 8:16 PM

Details