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← WO Overview

WO-01301853 ↗ ServiceMax

Steris • Installation • PC

📍 St Charles — 2500 NE Neff Road, Bend OR, 97701

Sep 4, 2025 → Sep 4, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Sep 6, 2025
✓ SLA Met (1 biz days early)
Active: 0 biz days
🕐 Clock stopped: Tech Off Site (Sep 4, 2025)
▶ Clock Running
Status: Created
Sep 4 → Sep 4, 2025
0 business days (counted)
Running total: 0 of ? biz days used
0d
▶ Clock Running
Status: Ready for Scheduling
Sep 4 → Sep 4, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 4 → Sep 4, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Scheduled
Sep 4 → Sep 4, 2025
0 business days (counted)
Running total: 0 of ? biz days used
0d
▶ Clock Running
Status: Tech On Site
Sep 4 → Sep 4, 2025
0 business days (counted)
Running total: 0 of ? biz days used
Created: Sep 4, 2025 Tech Off Site: Sep 4, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 4 → Sep 4 Created ▶ Running 0 0
Sep 4 → Sep 4 Ready for Scheduling ▶ Running 0 0
Sep 4 → Sep 4 Assigned ▶ Running 0 0
Sep 4 → Sep 4 Scheduled ▶ Running 0 0
Sep 4 → Sep 4 Tech On Site ▶ Running 0 0
Dispatch 0.0d
Coordinators 0.3d
Field Work 0.3d
Billing 101.4d
✓ SLA Met
Dispatch
0.0 days
Coordinators
0.3 days
Field Work
0.3 days
Billing
101.4 days
Over SLA
Created: Sep 4, 2025 Due: Sep 6, 2025 Completed: Sep 4, 2025 (2 days early)
📅
0.6 days Total Age
⏱️
70.0d in Billing Review Longest Stage
🔄
10 transitions Status Changes
⚠️
114.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
1 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00524564
St Charles Bend - SOA TBD - Deinstall Reliance Cabinet
Closed
SOW: Assist Onsite Steris Rep to deinstall 1 reliance cabinet.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Greg Saso
Owner
Kimberly Hardison
Created
Sep 4, 2025
Work Orders from this Case (1)
WO-01301853 (current) Invoiced
Installation • Jason Morris
Created: Sep 4, 2025 • Closed: Sep 4, 2025
Completed with significant delays
Invoiced • 343 days old
🚨
Primary Delay 70.0 days stuck in "Billing Review"
⏱️
Total Delay 114.6 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
0.3d / 1.0d SLA
Scheduled
0.0d / 2.0d SLA
Tech On Site
0.2d / 1.0d SLA
Tech Off Site
0.1d / 2.0d SLA
Closed
20.2d / 1.0d SLA
Billing Review
75.0d / 2.0d SLA
Ready to Bill
26.4d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

020926 NFLOYD - Received PO A1776108. Uploaded. RTB

*The PO amount is $800 which is up from the $500 originally reflected on the WO and SMC.


2/2/26 Ycampos - Per Installation Meeting Nicole will reach out to customer regarding the invitation to bid and will request a PO. Placing in BR status.

01/19/26 NFLOYD - Escalation needed: This work was accepted without a PO or even confirmation of an SOA. There is no daily report to validate that the work was ever done. How do we proceed?

10/2/25 NFloyd - Awaiting SOA and PO

🔧 Work Performed
Deinstalled Reliance cabinet. Moved parts into position for storage.
🔍 Technician Findings
Reliance cabinet needs deinstalled.
⚠️ Problem Description
SOW: Assist Onsite Steris Rep to deinstall 1 reliance cabinet.

Timeline

📞
Case Linked Sep 4, 1:01 PM
Case Number: 00524564
Subject: St Charles Bend - SOA TBD - Deinstall Reliance Cabinet
Status: Closed
📋
▶
2 Work Order Created Sep 4, 3:15 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
▶
3 Technician Assigned Sep 4, 5:25 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Michael Burris
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 2h 10m
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2025-09-04T21:30:00.000+0000
🔧
Status: Tech On Site by Jason Morris Sep 4, 5:32 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 5m
🚗
Status: Tech Off Site by Jason Morris Sep 4, 7:06 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 1h 34m
⏱️
▶
2 Labor Added Sep 4, 7:35 PM
Labor Added → Status: Completed
✔️
Status: Completed by Jason Morris
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 32m, 0m
🚨 20.5 business days
💵
Status: Billing Review by Nicole Floyd Oct 2, 9:02 PM
From: Closed
To: Billing Review
Duration in Previous: 28d 1h
🚨 70.4 business days
📄
Status: Ready to Bill by Nicole Floyd Jan 19, 7:18 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 108d 23h
🚨 10.0 business days
💵
Status: Billing Review by Yecenia Campos Feb 2, 8:13 PM
From: Ready to Bill
To: Billing Review
Duration in Previous: 14d 0h
⚠️ 5.5 business days
📄
Status: Ready to Bill by Nicole Floyd Feb 9, 5:02 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 6d 20h
🚨 16.9 business days
📨
▶
2 Status: Invoice Pending Mar 4, 5:23 PM
Status: Invoice Pending → Invoice Created
🧾
Invoice Created
Invoice Number: SM-255613

Bottlenecks

Closed
Duration: 20.2 business days (threshold: 1.0 business days)
Exceeded by 19.2 business days
Billing Review
Duration: 70.0 business days (threshold: 2.0 business days)
Exceeded by 68.0 business days
Ready to Bill
Duration: 10.2 business days (threshold: 1.0 business days)
Exceeded by 9.2 business days
Billing Review
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Ready to Bill
Duration: 16.2 business days (threshold: 1.0 business days)
Exceeded by 15.2 business days

🔗 Related Artifacts

📞
Case 00524564
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
N/A
Technician
Jason Morris
Scheduled
Sep 4, 5:30 PM
Created
Sep 4, 3:15 PM
Invoice #
SM-255613

Work Details (1)

Name Type Status Qty Amount Date
WL-02925839 Labor Open 2.25 $800.00 Sep 4, 7:35 PM

Details