Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01306577 ↗ ServiceMax

ArchWell Health • Inspection • PSM

📍 Archwell - Birmingham — 9174 PARKWAY EAST  , BIRMINGHAM AL, 35235

Sep 29, 2025 → Nov 20, 2025

✅ Completed
PSM Last business day of September 2025
Target: Sep 30, 2025
🕐 Clock stopped: Tech Off Site (Nov 20)
✗ SLA Missed (51d late)
Dispatch 0.0d
Holding 2.0d (excluded)
Coordinators 39.0d
Field Work 1.4d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
2.0 days
Coordinators
39.0 days
Over SLA
Field Work
1.4 days
Billing
0.0 days
Created: Sep 29, 2025 Due: Nov 26, 2025 Completed: Nov 21, 2025 (5 days early)
📅
39.4 days Total Age
⏱️
27.0d in Ready for Scheduling Longest Stage
🔄
10 transitions Status Changes
⚠️
36.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
6 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 #00530977
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 97 pieces https://www.ebiotrack.com/inspection.php?iid=30340
Priority
Standard
Origin
Email
Reason
New Case
Contact
Tamichael Thomas
Owner
Sherry Reich
Created
Sep 28, 2025
Work Orders from this Case (1)
WO-01306577 (current) Invoiced
Inspection • Henry Holmes
Created: Sep 29, 2025 • Closed: Nov 20, 2025
Completed with significant delays
Invoiced • 227 days old
🚨
Primary Delay 27.0 days stuck in "Ready for Scheduling"
⏱️
Total Delay 36.6 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
27.4d / 1.0d SLA
On Hold
2.0d
Assigned
0.0d / 0.5d SLA
Scheduled
11.6d / 2.0d SLA
Tech On Site
0.5d / 1.0d SLA
Tech Off Site
0.9d / 2.0d SLA
Closed
2.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/5/25 AJinerson - Called updated POC Miyoushi Simpson at (205) 498-2675. 

Spoke with Portia who said she can assist with scheduling since Miyoushi is in a meeting. 

Thursday, 11/20 with eta between 10AM-12PM (less busy on Thursdays)

POC on site during visit: Portia and Miyoushi 

Arrival instructions: stop at front desk upon arrival. 


11/5/2025 DNakoff - Please try

Site Contact Name: Miyoushi Simpson 

Site Phone Number: (205) 498-2675

Site Email: Miyoushi.Simpson@archwellhealth.com


11/04/2025 LHill-Placing the work order on hold and escalating to the account manager for contact confirmation. Attempting contact with 3 attempts with no response. 


11/04/2025 LHill-sent email to Tamicheal Thomas at tamichael.thomas@archwellhealth.com to confirm contact & equipment.


10/31/2025 LHill-sent email to Tamicheal Thomas at tamichael.thomas@archwellhealth.com to confirm contact & equipment.


10/27/2025 LHill-sent email to Tamicheal Thomas at tamichael.thomas@archwellhealth.com to confirm contact & equipment.

🔧 Work Performed
Performed Annual Equipment Electrical Safety Test And Calibration Service
🔍 Technician Findings
Annual Equipment Electrical Safety Test And Calibration Service needed
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 97 pieces https://www.ebiotrack.com/inspection.php?iid=30340

Timeline

📞
Case Linked Sep 28, 7:00 AM
Case Number: 00530977
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
⏳ 1.0 business days
📋
▶
2 Work Order Created Sep 29, 10:09 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
🚨 27.0 business days
⏸️
Status: On Hold by Laura Hill Nov 4, 9:59 AM
From: Ready for Scheduling
To: On Hold
Duration in Previous: 36d 0h
⏳ 2.0 business days
📅
Status: Ready for Scheduling by Dylan Nakoff Nov 5, 10:40 AM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 1d 0h
👷
▶
4 Status: Assigned Nov 5, 1:59 PM
Status: Assigned → Technician Assigned → Dispatch Scheduled → Status: Scheduled
👷
Technician Assigned by Abby Jinerson
Technician: Henry Holmes
📅
Dispatch Scheduled by Ben Saur
Scheduled For: 2025-11-20T15:00:00.000+0000, 2025-11-20T13:00:00.000+0000
🗓️
Status: Scheduled by Ben Saur
From: Assigned
To: Scheduled
Duration in Previous: 1m
⚠️ 9.0 business days
💵
Expenses Added Nov 17, 11:31 AM
Type: Expenses
Status: Open
Qty: 1
⏳ 4.0 business days
🔧
Status: Tech On Site by Henry Holmes Nov 20, 11:26 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 14d 21h
🚗
Status: Tech Off Site by Henry Holmes Nov 20, 3:22 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 3h 55m
⏱️
▶
2 5x Labor Added Nov 20, 10:19 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Henry Holmes
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 6h 57m, 0m
⏳ 2.2 business days
📄
▶
2 Status: Ready to Bill Nov 24, 10:20 AM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🚨 11.0 business days
🧾
Invoice Created Dec 8, 5:13 PM
Invoice Number: 247410

Bottlenecks

Ready for Scheduling
Duration: 27.0 business days (threshold: 1.0 business days)
Exceeded by 26.0 business days
Scheduled
Duration: 11.6 business days (threshold: 2.0 business days)
Exceeded by 9.6 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00530977
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Henry Holmes
Scheduled
Nov 20, 10:00 AM
Created
Sep 29, 10:09 AM
Invoice #
247410

Work Details (6)

Name Type Status Qty Amount Date
WL-03009773 Expenses Open 1 $0.00 Nov 17, 11:31 AM
WL-03015704 Labor Open 2.5 $0.00 Nov 20, 10:19 PM
WL-03015705 Labor Open 3.75 $2,113.60 Nov 20, 10:19 PM
WL-03015706 Labor Open 0.25 $0.00 Nov 20, 10:19 PM
WL-03015707 Travel Open 140 - Nov 20, 10:19 PM
WL-03015708 Travel Open 4 - Nov 20, 10:19 PM

Details