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WO-01313306 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 Platte County - YMCA — 3101 Running Horse Rd, Platte City MO, 64079

Nov 5, 2025 → Nov 20, 2025

✅ Completed
PSM Last business day of November 2025
Target: Nov 28, 2025
🕐 Clock stopped: Completed (Nov 20)
✓ SLA Met (7d early)
Dispatch 0.0d
Coordinators 11.6d
Field Work 0.1d
Billing 0.0d
✓ SLA Met
Dispatch
0.0 days
Coordinators
11.6 days
Over SLA
Field Work
0.1 days
Billing
0.0 days
Created: Nov 5, 2025 Due: Nov 30, 2025 Completed: Nov 20, 2025 (10 days early)
📅
11.6 days Total Age
⏱️
11.5d in Scheduled Longest Stage
🔄
8 transitions Status Changes
⚠️
9.5d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00541242
Texas Medical PM - Platte YMCA
Closed
Please Perform the PM for this Kiosk based on the product listed in the work order: 90550, LC300, LC500. ***IMPORTANT CHANGE**** Please Log/notate in the technician findings the number of times the kiosk was used and double check the SN. If the SN is different than in the work order please also notate the correct SN. Regardless if the SN matches continue to perform the PM service. If location is a non-retail location a call ahead to schedule is required PM Checklist Tips: If Checklist is not populating, make sure the order type contains 'PM' and the product must contain an 90550, LC300 or LC500. Update the order status to 'tech onsite' and the workflow will look for the parameters in which a PM checklist is required and will auto attach. Common missed step: After you Finalize the checklist you must select 'Print checklist' for the checklist to attach to the work order for the billing reviewer to review.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Matt Libby
Owner
Leona Coonrod
Created
Nov 5, 2025
Work Orders from this Case (1)
WO-01313306 (current) Invoiced
Preventive Maintenance • Thomas J Langenberg Jr
Created: Nov 5, 2025 • Closed: Nov 20, 2025
Completed with minor delays
Invoiced • 190 days old
🚨
Primary Delay 11.5 days stuck in "Scheduled"
⏱️
Total Delay 9.5 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
0.1d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
11.5d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
0.2d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/5 KKelch called site to schedule for 11/21 between 9 and 11 am. Customer confirmed. 

🔧 Work Performed
performed pm
🔍 Technician Findings
Counter# 171,913 pm due
⚠️ Problem Description
Please Perform the PM for this Kiosk based on the product listed in the work order: 90550, LC300, LC500. ***IMPORTANT CHANGE**** Please Log/notate in the technician findings the number of times the kiosk was used and double check the SN. If the SN is different than in the work order please also notate the correct SN. Regardless if the SN matches continue to perform the PM service. If location is a non-retail location a call ahead to schedule is required PM Checklist Tips: If Checklist is not populating, make sure the order type contains 'PM' and the product must contain an 90550, LC300 or LC500. Update the order status to 'tech onsite' and the workflow will look for the parameters in which a PM checklist is required and will auto attach. Common missed step: After you Finalize the checklist you must select 'Print checklist' for the checklist to attach to the work order for the billing reviewer to review.
📄 Description
Model 300 with Backboard

Timeline

📞
Case Linked Nov 5, 11:26 AM
Case Number: 00541242
Subject: Texas Medical PM - Platte YMCA
Status: Closed
📋
▶
2 Work Order Created Nov 5, 2:17 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Leona Coonrod
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
▶
4 Technician Assigned Nov 5, 3:03 PM
Technician Assigned → Status: Assigned → Status: Scheduled → Dispatch Scheduled
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 46m
🗓️
Status: Scheduled by Kaitlyn Kelch
From: Assigned
To: Scheduled
Duration in Previous: 3m
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2025-11-21T15:00:00.000+0000
⚠️ 9.0 business days
📅
Dispatch Scheduled by Kaitlyn Kelch Nov 17, 9:26 AM
Scheduled For: 2025-11-20T15:00:00.000+0000
⏳ 4.0 business days
🔧
Status: Tech On Site by Thomas Langenberg Nov 20, 7:57 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 14d 16h
⏱️
▶
3 3x Labor Added Nov 20, 8:27 AM
3x Labor Added → Status: Completed → Status: Closed
✔️
Status: Completed by Thomas Langenberg
From: Tech On Site
To: Completed
Duration in Previous: 31m
🏁
Status: Closed by Thomas Langenberg
From: Completed
To: Closed
Duration in Previous: 1m
📄
▶
2 Status: Ready to Bill Nov 20, 10:26 AM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Hannah Shaw
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
⏳ 2.0 business days
🧾
Invoice Created Nov 21, 5:55 PM
Invoice Number: SM-247041

Bottlenecks

Scheduled
Duration: 11.5 business days (threshold: 2.0 business days)
Exceeded by 9.5 business days

🔗 Related Artifacts

📞
Case 00541242
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Thomas J Langenberg Jr
Scheduled
Nov 20, 10:00 AM
Created
Nov 5, 2:17 PM
Invoice #
SM-247041

Work Details (3)

Name Type Status Qty Amount Date
WL-03014260 Labor Open 0.75 $0.00 Nov 20, 8:27 AM
WL-03014261 Labor Open 0.58333333333333 $0.00 Nov 20, 8:27 AM
WL-03014262 Travel Open 41 $0.00 Nov 20, 8:27 AM

Details