Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01302120 ↗ ServiceMax

PHILIPS HEALTHCARE • PM • PC

📍 CareMount Medical PC — 2507 South Rd, Poughkeepsie NY, 12601

Sep 5, 2025 → Jan 31, 2026

✅ Completed
PC Per client agreement
Target: Feb 28, 2026
🕐 Clock stopped: Completed (Jan 31)
⏸ 46d excluded (parts wait + holding)
✓ SLA Met (28d early)
Dispatch 0.4d
Holding 34.0d (excluded)
Coordinators 72.7d
Billing 1.4d
✓ SLA Met
Dispatch
0.4 days
Holding (excluded from total)
34.0 days
Coordinators
72.7 days
Over SLA
Billing
1.4 days
Over SLA
Created: Sep 5, 2025 Due: Feb 28, 2026 Completed: Jan 31, 2026 (28 days early)
📅
105.4 days Total Age
⏱️
67.0d in Scheduled Longest Stage
🔄
8 transitions Status Changes
⚠️
72.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
2 visits On-Site Trips
📋
Coordinator Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
Visit 1 Jan 29, 2026
Visit 2 Jan 31, 2026

AI Analysis

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Completed with significant delays
Invoiced • 251 days old
🚨
Primary Delay 67.0 days stuck in "Scheduled"
⏱️
Total Delay 72.1 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.4d / 0.5d SLA
Ready for Release
34.0d
Scheduled
72.7d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
4.0d / 1.0d SLA
07e-Partial Project
0.8d
Ready to Bill
1.4d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

01/23/2026 RArnold - Reassigned to Andre for 01/29 @ 8:30 am

01/22/2026 Cever sent email to lperrini@caremount.com adding Fady for rescheduling options

10/23/2025 Cever received email from lperrini@caremount.com confirming FSE onsite for Jan 20th at 9 and 11 a.m.

10/16/2025 Cever working with Perrini, Lauren for scheduling all site location due Nov-Jan

10/09/2025 Cever working with poc for all 3 of her locations lperrini@caremount.com

10/07/2025 Rbailey - Rcvd email from Lauren Perrini advising that this device is located at 2507 South Rd. Poughkeepsie, NY 12601. Updating Location. She said Date/Time does not work and would prefer Monday, Tuesday, or Friday.


10/07/2025 Rbailey - Sent 1st Attempt Email to Lauren Perrini lperrini@caremount.com to propose Jeffry Manuta Jan 29th @11am


10/07/2025 Rbailey - Rcvd call from 914.241.1050 Brittany Fornabaio. She advised that she has device ending in 0279 but she is not familiar with device ending in 1238. She also Advised that the we could reach out to Lauren Perrini who is her boss

lperrini@caremount.com


10/07/2025 Rbailey - Called 914.242.1355 pressed 1 for Cardiology. Pressed 3 to speaking with Clinical Staff Member. Spoke with Melissa. She said she needed to Xfer me as she is scheduling. Spoke with Bob. He said I needed to Xfer to Radiology. Spoke with Joann. She advised they sent it to the Wrong area, but she was going to take info and have them get back with me.

🔧 Work Performed
Completed pm
🔍 Technician Findings
MONITOR ARTICULATION ARM DRIFTS DOWN WHEN ELEVATED
⚠️ Problem Description
EPIQ 5 Ultrasound System - IP 66690597 - SN US715C1238
📞 Call Description
PM - Contract - BG Required PM

Timeline

📋
Work Order Created Sep 5, 5:01 PM
Work Order: WO-01302120
Type: PM
Priority: PC
⏳ 0.9 business days
✅
Status: Ready for Release by Mandy Newman Sep 6, 8:21 PM
From: Entered
To: Ready for Release
Duration in Previous: 1d 3h
🚨 34.0 business days
👷
▶
3 Technician Assigned Oct 23, 9:04 AM
Technician Assigned → Dispatch Scheduled → Status: Scheduled
📅
Dispatch Scheduled by Cristina Everetts
Scheduled For: 2026-01-20T14:00:00.000+0000
🗓️
Status: Scheduled by Cristina Everetts
From: Ready for Release
To: Scheduled
Duration in Previous: 46d 12h
🚨 67.0 business days
🆕
▶
3 Status: Entered Jan 23, 1:20 PM
Status: Entered → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Rebecca Arnold
Technician: a0h5A00000Hocu7QAB, Andre Samuda
📅
Dispatch Scheduled by Rebecca Arnold
Scheduled For: 2026-01-29T13:30:00.000+0000
⚠️ 6.0 business days
⏱️
▶
3 5x Labor Added Jan 31, 11:14 AM
5x Labor Added → Status: Completed → Status: Closed
✔️
Status: Completed by Andre Samuda
From: Scheduled
To: Completed
Duration in Previous: 7d 21h
🏁
Status: Closed by Andre Samuda
From: Completed
To: Closed
Duration in Previous: 2m
⏳ 4.0 business days
⏱️
▶
2 Labor Added Feb 5, 9:45 AM
Labor Added → Status: 07e-Partial Project
📋
Status: 07e-Partial Project by Timothy Amburgey
From: Closed
To: 07e-Partial Project
Duration in Previous: 4d 22h
📄
Status: Ready to Bill by Timothy Amburgey Feb 5, 4:11 PM
From: 07e-Partial Project
To: Ready to Bill
Duration in Previous: 6h 21m
💰
Status: Invoiced by Josh Longway Feb 6, 4:00 AM
From: Ready to Bill
To: Invoiced
Duration in Previous: 11h 49m

Bottlenecks

Scheduled
Duration: 67.0 business days (threshold: 2.0 business days)
Exceeded by 65.0 business days
Scheduled
Duration: 5.7 business days (threshold: 2.0 business days)
Exceeded by 3.7 business days
Closed
Duration: 4.0 business days (threshold: 1.0 business days)
Exceeded by 3.0 business days
Ready to Bill
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 2.8 business hours

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
PM
Branch
ERLA - PROD
Technician
Andre Samuda
Scheduled
Jan 29, 8:30 AM
Created
Sep 5, 5:01 PM
Invoice #
N/A

Work Details (6)

Name Type Status Qty Amount Date
WL-03086422 Labor Open 0.25 $0.00 Jan 31, 11:14 AM
WL-03086423 Labor Open 2 $275.00 Jan 31, 11:14 AM
WL-03086424 Labor Open 0.25 $0.00 Jan 31, 11:14 AM
WL-03086425 Expenses Open 1 $0.00 Jan 31, 11:14 AM
WL-03086426 Travel Open 1 $0.00 Jan 31, 11:14 AM
WL-03092712 Labor Open 0.016666666666667 $38.00 Feb 5, 9:45 AM

Details