Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01300124 ↗ ServiceMax

Atrius Health • Inspection • PSM

📍 Atrius Health - Kenmore — 133 Brookline Ave, Boston MA, 02215

Aug 28, 2025 → Nov 18, 2025

✅ Completed
PSM Last business day of August 2025
Target: Aug 29, 2025
🕐 Clock stopped: Completed (Nov 19)
✗ SLA Missed (81d late)
Dispatch 0.0d
Coordinators 57.9d
Field Work 7.8d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
57.9 days
Over SLA
Field Work
7.8 days
Over SLA
Billing
0.0 days
Created: Aug 28, 2025 Due: Oct 31, 2025 Completed: Nov 19, 2025 (18 days late)
📅
59.4 days Total Age
⏱️
40.0d in Scheduled Longest Stage
🔄
16 transitions Status Changes
⚠️
52.9d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
43 lines Work Details
🚩
6 visits On-Site Trips
📋
Coordinator Scheduling
🚨
6 On-Site Visits (1 reschedule)
6 on-site visits — critical red flag: repeated failure to resolve
Visit 1 Oct 27, 2025
Visit 2 Oct 28, 2025
Visit 3 Oct 29, 2025
Visit 4 Oct 30, 2025
Visit 5 Nov 17, 2025
Visit 6 Nov 18, 2025

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00522777
eBiotrack - Automated New Inspection Created
Closed
Semi-Annual Equipment Calibration Service - Automatic BP Monitor,Centrifuge,Dial BP,Dial BP Gauge,Digital Adult Scale,Digital Blood Pressure Device,Digital Pediatric Scale,Manometer,Mechanical Adult S 6 Month Service Calibration Visit - Electrical Safety Performed With Sites Annual Safety Visit. Tech To Perform Electrical Safety Testing On New Equipment That is Not Tagged, And Or Expired/Missed Equipment Upon Arrival Check into Building Service/ Faclities Department Update Building Service/ Faclities Department on all repaired or failed devices Review with Building Service/ Faclities Department all missed devices once inspection is completed Label Must Include service Type Performed Include any Devices that are new or missed for Electrical Safety Test All Medical Devices - Label Device With EST Label with 1 Year Due Date Devices Receiving Calibration - Label Device With Calibration Label with 6 Month Due Date Devices Receiving EST and Calibration - 2 Separate Labels - Label Device with EST Label with 1 Year Due Date on Power Supply -Label Device With Calibration Label with 6 Month Due Date Centrifuges - Needing Speed Photo Tach Testing and Timer Test- With RPM Results Included on label with 6 Month 682 pieces of equipment listed at this site https://www.ebiotrack.com/inspection.php?iid=29606
Priority
Standard
Origin
Email
Reason
New Case
Contact
Dave Maloney
Owner
Sherry Reich
Created
Aug 28, 2025
Work Orders from this Case (1)
WO-01300124 (current) Invoiced
Inspection • Nick O'Neill
Created: Aug 28, 2025 • Closed: Nov 18, 2025
Completed with significant delays
Invoiced • 259 days old
🚨
Primary Delay 40.0 days stuck in "Scheduled"
⏱️
Total Delay 52.9 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
0.7d / 1.0d SLA
Assigned
3.4d / 0.5d SLA
Scheduled
52.8d / 2.0d SLA
Tech On Site
3.8d / 1.0d SLA
Tech Off Site
4.1d / 2.0d SLA
Reschedule
1.0d / 2.0d SLA
Closed
2.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
10/31 KSmith -- Rescheduled for 11/17-11/18 with Mary

10/31 KSmith -- Sent email to Mary to schedule for 11/17

10/31 SRogers: Updating to reschedule. 1 day (w/ 2 techs) or 1 1/2 days with 1 tech needed in order to finish (Endo must be done after 5 PM).

9/2 KSmith -- Scheduled for 10/27-10/31 with Mary

8/28 KSmith -- Sent email to schedule for 10/27-10/31 (Multiple FSEs, Mohamed?)

🔧 Work Performed
Semi-Annual Equipment Calibration Service
🔍 Technician Findings
Semi-Annual Equipment Calibration Service
⚠️ Problem Description
Semi-Annual Equipment Calibration Service - Automatic BP Monitor,Centrifuge,Dial BP,Dial BP Gauge,Digital Adult Scale,Digital Blood Pressure Device,Digital Pediatric Scale,Manometer,Mechanical Adult S 6 Month Service Calibration Visit - Electrical Safety Performed With Sites Annual Safety Visit. Tech To Perform Electrical Safety Testing On New Equipment That is Not Tagged, And Or Expired/Missed Equipment Upon Arrival Check into Building Service/ Faclities Department Update Building Service/ Faclities Department on all repaired or failed devices Review with Building Service/ Faclities Department all missed devices once inspection is completed Label Must Include service Type Performed Include any Devices that are new or missed for Electrical Safety Test All Medical Devices - Label Device With EST Label with 1 Year Due Date Devices Receiving Calibration - Label Device With Calibration Label with 6 Month Due Date Devices Receiving EST and Calibration - 2 Separate Labels - Label Device with EST Label with 1 Year Due Date on Power Supply -Label Device With Calibration Label with 6 Month Due Date Centrifuges - Needing Speed Photo Tach Testing and Timer Test- With RPM Results Included on label with 6 Month 682 pieces of equipment listed at this site https://www.ebiotrack.com/inspection.php?iid=29606

Timeline

📞
Case Linked Aug 28, 1:00 AM
Case Number: 00522777
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
Work Order Created Aug 28, 10:47 AM
Work Order: WO-01300124
Type: Inspection
Priority: PSM
📅
Status: Ready for Scheduling by Sherry Reich Aug 28, 10:56 AM
From: Entered
To: Ready for Scheduling
Duration in Previous: 9m
👷
2 Technician Assigned Aug 28, 4:26 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 5h 29m
3.9 business days
📅
2 Dispatch Scheduled Sep 2, 8:10 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 4d 15h
💵
Expenses Added Sep 2, 8:27 AM
Type: Expenses
Status: Open
Qty: 1
🚨 40.0 business days
🔧
Status: Tech On Site by Mohamed Shareed Oct 27, 2:24 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 55d 6h
🚗
Status: Tech Off Site by Mohamed Shareed Oct 27, 7:30 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 5h 6m
⏱️
6x Labor Added Oct 27, 7:38 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 3.75, 4.5, 1, 199, 14
🔧
Status: Tech On Site by Mohamed Shareed Oct 28, 9:38 AM
From: Tech Off Site
To: Tech On Site
Duration in Previous: 14h 7m
⏱️
3x Labor Added Oct 28, 2:18 PM
Type: Labor
Status: Open
Qty: 2, 7.5, 2.5
🚗
Status: Tech Off Site by Mohamed Shareed Oct 28, 7:58 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 10h 19m
⏱️
6x Labor Added Oct 28, 8:05 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 1.5, 8.25, 1.25, 15, 14
🔧
Status: Tech On Site by Mohamed Shareed Oct 29, 8:16 AM
From: Tech Off Site
To: Tech On Site
Duration in Previous: 12h 18m
⏱️
2 3x Labor Added Oct 29, 2:03 PM
3x Labor Added → Labor Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 1
🚗
Status: Tech Off Site by Mohamed Shareed Oct 29, 8:09 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 11h 52m
⏱️
6x Labor Added Oct 29, 8:20 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 1.25, 8.25, 15, 14
⏱️
2x Labor Added Oct 30, 7:38 AM
Type: Labor
Status: Open
Qty: 2, 2.5
🔧
Status: Tech On Site by Mohamed Shareed Oct 30, 8:36 AM
From: Tech Off Site
To: Tech On Site
Duration in Previous: 12h 27m
⏱️
3x Labor Added Oct 30, 2:05 PM
Type: Labor, Travel
Status: Open
Qty: 1.5, 6.5, 53
🚗
Status: Tech Off Site by Mohamed Shareed Oct 30, 8:49 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 12h 13m
🔩
5x Parts Added Oct 30, 9:09 PM
Type: Parts, Labor, Travel, Expenses
Status: Open
Qty: 2, 1.5, 4.5, 15
🔄
Status: Reschedule by Shawn Rogers Oct 31, 8:13 AM
From: Tech Off Site
To: Reschedule
Duration in Previous: 11h 23m
🗓️
2 Status: Scheduled Oct 31, 4:57 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-17T14:00:00.000+0000
0.9 business days
💵
Expenses Added Nov 2, 12:38 PM
Type: Expenses
Status: Open
Qty: 1
🚨 12.0 business days
⏱️
4x Labor Added Nov 18, 4:50 PM
Type: Labor
Status: Open
Qty: 2, 6, 2.5
⏱️
2 2x Labor Added Nov 18, 10:21 PM
2x Labor Added → Status: Completed
✔️
Status: Completed by Nick O'Neill
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 18d 6h, 0m
2.2 business days
📄
2 Status: Ready to Bill Nov 20, 12:05 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 2m
2.0 business days
🧾
Invoice Created Nov 21, 4:34 PM
Invoice Number: SM-247057

Bottlenecks

Assigned
Duration: 3.4 business days (threshold: 4.0 business hours)
Exceeded by 2.9 business days
Scheduled
Duration: 40.0 business days (threshold: 2.0 business days)
Exceeded by 38.0 business days
Tech On Site
Duration: 1.0 business days (threshold: 1.0 business days)
Exceeded by 0.2 business hours
Tech On Site
Duration: 1.1 business days (threshold: 1.0 business days)
Exceeded by 0.8 business hours
Scheduled
Duration: 12.8 business days (threshold: 2.0 business days)
Exceeded by 10.8 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00522777
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Nick O'Neill
Scheduled
Nov 17, 9:00 AM
Created
Aug 28, 10:47 AM
Invoice #
SM-247057

Work Details (43)

Name Type Status Qty Amount Date
WL-02922055 Expenses Open 1 $0.00 Sep 2, 8:27 AM
WL-02985865 Labor Open 3.75 $0.00 Oct 27, 7:38 PM
WL-02985866 Labor Open 4.5 $0.00 Oct 27, 7:38 PM
WL-02985867 Labor Open 1 $0.00 Oct 27, 7:38 PM
WL-02985868 Travel Open 199 - Oct 27, 7:38 PM
WL-02985869 Travel Open 14 - Oct 27, 7:38 PM
WL-02985870 Expenses Open 1 $0.00 Oct 27, 7:38 PM
WL-02986612 Labor Open 2 $0.00 Oct 28, 2:18 PM
WL-02986613 Labor Open 7.5 $0.00 Oct 28, 2:18 PM
WL-02986614 Labor Open 2.5 $0.00 Oct 28, 2:18 PM
WL-02987294 Labor Open 1.5 $0.00 Oct 28, 8:05 PM
WL-02987295 Labor Open 8.25 $0.00 Oct 28, 8:05 PM
WL-02987296 Labor Open 1.25 $0.00 Oct 28, 8:05 PM
WL-02987297 Travel Open 15 - Oct 28, 8:05 PM
WL-02987298 Travel Open 14 - Oct 28, 8:05 PM
WL-02987299 Expenses Open 1 $0.00 Oct 28, 8:05 PM
WL-02988018 Labor Open 2 $0.00 Oct 29, 2:03 PM
WL-02988019 Labor Open 7.5 $0.00 Oct 29, 2:03 PM
WL-02988020 Labor Open 2.5 $0.00 Oct 29, 2:03 PM
WL-02988077 Labor Open 1 $0.00 Oct 29, 2:08 PM
WL-02988904 Labor Open 1.25 $0.00 Oct 29, 8:20 PM
WL-02988905 Labor Open 8.25 $0.00 Oct 29, 8:20 PM
WL-02988906 Labor Open 1.25 $0.00 Oct 29, 8:20 PM
WL-02988907 Travel Open 15 - Oct 29, 8:20 PM
WL-02988908 Travel Open 14 - Oct 29, 8:20 PM
WL-02988909 Expenses Open 1 $0.00 Oct 29, 8:20 PM
WL-02989433 Labor Open 2 $0.00 Oct 30, 7:38 AM
WL-02989434 Labor Open 2.5 $0.00 Oct 30, 7:38 AM
WL-02990003 Labor Open 1.5 $0.00 Oct 30, 2:05 PM
WL-02990004 Labor Open 6.5 $0.00 Oct 30, 2:05 PM
WL-02990005 Travel Open 53 - Oct 30, 2:05 PM
WL-02990828 Parts Open 2 $4.24 Oct 30, 9:09 PM
WL-02990829 Labor Open 1.5 $0.00 Oct 30, 9:09 PM
WL-02990830 Labor Open 4.5 $0.00 Oct 30, 9:09 PM
WL-02990831 Travel Open 15 - Oct 30, 9:09 PM
WL-02990832 Expenses Open 1 $0.00 Oct 30, 9:09 PM
WL-02993222 Expenses Open 1 $0.00 Nov 2, 12:38 PM
WL-03011763 Labor Open 2 $0.00 Nov 18, 4:50 PM
WL-03011764 Labor Open 6 $0.00 Nov 18, 4:50 PM
WL-03011765 Labor Open 2.5 $0.00 Nov 18, 4:50 PM
WL-03011766 Labor Open 2 $0.00 Nov 18, 4:50 PM
WL-03012338 Labor Open 4.5 $13,837.00 Nov 18, 10:21 PM
WL-03012339 Labor Open 1 $75.00 Nov 18, 10:21 PM

Details