Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01312126 ↗ ServiceMax

GULDMANN INC • Repair • PC

📍 PeaceHealth- SW Med Center — 400 NE Mother Joseph Pl, Vancouver WA, 98664

Oct 30, 2025 → Nov 6, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Nov 8, 2025
✓ SLA Met (3 biz days early)
Active: 3 biz days
🕐 Clock stopped: Tech Off Site (Nov 4, 2025)
▶ Clock Running
Status: Created
Oct 30 → Oct 30, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 30 → Oct 30, 2025
0 business days (counted)
Running total: 0 of ? biz days used
3d
▶ Clock Running
Status: Scheduled
Oct 30 → Nov 4, 2025
3 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 4 → Nov 4, 2025
0 business days (counted)
Running total: 3 of ? biz days used
Created: Oct 30, 2025 Tech Off Site: Nov 4, 2025
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Oct 30 → Oct 30 Created ▶ Running 0 0
Oct 30 → Oct 30 Ready for Scheduling ▶ Running 0 0
Oct 30 → Nov 4 Scheduled ▶ Running 3 3
Nov 4 → Nov 4 Tech On Site ▶ Running 0 3
Dispatch 0.0d
Coordinators 3.8d
Field Work 2.6d
Billing 20.3d
✓ SLA Met
Dispatch
0.0 days
Coordinators
3.8 days
Over SLA
Field Work
2.6 days
Over SLA
Billing
20.3 days
Over SLA
Created: Oct 30, 2025 Due: Nov 8, 2025 Completed: Nov 6, 2025 (2 days early)
📅
5.5 days Total Age
⏱️
18.3d in Billing Review Longest Stage
🔄
12 transitions Status Changes
⚠️
21.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
11 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
👤 Self-scheduled by Jeffrey Pastor — scheduling delays attributed to technician, not coordinators
Visit 1 Nov 4, 2025
Visit 2 Nov 5, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00564493
Peacehealth Vancouver WA - Service Request R110122843
Cancelled
SOW: GH3+ repair to replace a traverse pickup trolly
Priority
Standard
Origin
Email
Reason
New Case
Contact
Clint Gannaway
Owner
Installations Cases
Created
Feb 2, 2026
Work Orders from this Case (2)
WO-01312126 (current) Invoiced
Repair • Jeffrey Pastor
Created: Oct 30, 2025 • Closed: Nov 6, 2025
WO-01349339 Canceled
Repair
Created: Feb 3, 2026
Completed with significant delays
Invoiced • 288 days old
🚨
Primary Delay 18.3 days stuck in "Billing Review"
⏱️
Total Delay 21.1 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
0.2d / 1.0d SLA
Scheduled
3.6d / 2.0d SLA
Tech On Site
0.3d / 1.0d SLA
Tech Off Site
2.3d / 2.0d SLA
Closed
3.0d / 1.0d SLA
Billing Review
18.3d / 2.0d SLA
Ready to Bill
2.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/12/25 DPatton - Chatter to clarify which expenses are billable

11/11/25 NFloyd - Sent chatter to Dave C. asking him to unlock the WO and update the timesheet to accurately reflect the billable items.

🔧 Work Performed
- Plugged in separate controller to confirm if the current controller was the issue. - Removed motor from rail to install new controller - Installed new controller - Installed motor back onto rail and updated system modules - Tested system for proper functionality - Travel Home
🔍 Technician Findings
Found a lift system not operating - Controller not powering on
⚠️ Problem Description
heGH3asidentifiedbyClintonJ.Gannaway(ServiceManager)needs a pickup trolly replaced
📞 Call Description
TheGH3asidentifiedbyClintonJ.Gannaway(ServiceManager)needs a pickuptrollyreplaced

Timeline

📋
▶
2 Work Order Created Oct 30, 1:48 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 2m
👷
▶
3 Technician Assigned Oct 30, 3:24 PM
Technician Assigned → Dispatch Scheduled → Status: Scheduled
📅
Dispatch Scheduled by Peter Green
Scheduled For: 2025-10-31T22:00:00.000+0000
🗓️
Status: Scheduled by Peter Green
From: Ready for Scheduling
To: Scheduled
Duration in Previous: 1h 33m
⏳ 2.0 business days
👷
▶
2 Technician Assigned Nov 1, 8:53 AM
Technician Assigned → Dispatch Scheduled
📅
Dispatch Scheduled by Peter Green
Scheduled For: 2025-11-04T17:00:00.000+0000
⏳ 2.0 business days
🔧
Status: Tech On Site by Jeffrey Pastor Nov 4, 12:01 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 4d 21h
🚗
Status: Tech Off Site by Jeffrey Pastor Nov 4, 2:37 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 2h 36m
⏱️
4x Labor Added Nov 4, 11:48 PM
Type: Labor, Expenses
Status: Open
Qty: 1.5, 2, 4.5
⏳ 1.1 business days
⏱️
▶
2 6x Labor Added Nov 6, 12:45 AM
6x Labor Added → Status: Completed
✔️
Status: Completed by Jeffrey Pastor
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 1d 10h, 0m
⏳ 3.0 business days
💵
Status: Billing Review by Nicole Floyd Nov 11, 12:41 PM
From: Closed
To: Billing Review
Duration in Previous: 5d 11h
📄
Status: Ready to Bill by Nicole Floyd Nov 11, 12:55 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 14m
⏳ 2.0 business days
💵
Status: Billing Review by Diane Patton Nov 13, 4:43 PM
From: Ready to Bill
To: Billing Review
Duration in Previous: 2d 3h
🚨 18.9 business days
🚗
▶
5 Travel Added Dec 11, 2:51 PM
Travel Added → Status: Ready to Bill → Status: Billing Review → Status: Ready to Bill → Status: Invoiced
📄
Status: Ready to Bill by Diane Patton
From: Billing Review
To: Ready to Bill
Duration in Previous: 27d 22h
💵
Status: Billing Review by Diane Patton
From: Ready to Bill
To: Billing Review
Duration in Previous: 1m
📄
Status: Ready to Bill by Diane Patton
From: Billing Review, Ready to Bill
To: Ready to Bill, Invoice Pending
Duration in Previous: 1m, 0m
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
🚨 35.0 business days
📞
Case Linked Feb 2, 2:48 PM
Case Number: 00564493
Subject: Peacehealth Vancouver WA - Service Request R110122843
Status: Cancelled
🧾
Invoice Created Feb 3, 12:31 PM
Invoice Number: SM-248777

Bottlenecks

Scheduled
Duration: 3.6 business days (threshold: 2.0 business days)
Exceeded by 1.6 business days
Tech Off Site
Duration: 2.3 business days (threshold: 2.0 business days)
Exceeded by 2.2 business hours
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Ready to Bill
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Billing Review
Duration: 18.3 business days (threshold: 2.0 business days)
Exceeded by 16.3 business days

🔗 Related Artifacts

📞
Case 00564493
Cancelled

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Repair
Branch
ERLA - PROD
Technician
Jeffrey Pastor
Scheduled
Nov 4, 12:00 PM
Created
Oct 30, 1:48 PM
Invoice #
SM-248777

Work Details (11)

Name Type Status Qty Amount Date
WL-02996606 Labor Open 1.5 $0.00 Nov 4, 11:48 PM
WL-02996607 Labor Open 2 $238.00 Nov 4, 11:48 PM
WL-02996608 Labor Open 4.5 $0.00 Nov 4, 11:48 PM
WL-02996609 Expenses Open 1 $0.00 Nov 4, 11:48 PM
WL-02998119 Labor Open 8.5 $0.00 Nov 6, 12:45 AM
WL-02998120 Expenses Open 1 $0.00 Nov 6, 12:45 AM
WL-02998121 Expenses Open 1 $0.00 Nov 6, 12:45 AM
WL-02998122 Expenses Open 1 $0.00 Nov 6, 12:45 AM
WL-02998123 Expenses Open 1 $0.00 Nov 6, 12:45 AM
WL-02998124 Expenses Open 1 $0.00 Nov 6, 12:45 AM
WL-03034387 Travel Open 160 $250.00 Dec 11, 2:51 PM

Details