Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01318086 ↗ ServiceMax

USA Vein Clinic • Inspection • PSM

📍 USA Vein Clinic - Lynn — 280 Union St Ste 401, Lynn MA, 01901

Dec 2, 2025 → Feb 27, 2026

✅ Completed
PSM
SLA Clock
Last business day of December 2025 · Target: Dec 31, 2025
✗ SLA Missed (38 biz days late)
Active: 59 biz days
🕐 Clock stopped: Completed (Feb 27, 2026)
▶ Clock Running
Status: Created
Dec 2 → Dec 2, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Dec 2 → Dec 3, 2025
1 business day (counted)
Running total: 1 of ? biz days used
25d
▶ Clock Running
Status: On Hold
Dec 3 → Jan 9, 2026
25 business days (counted)
Running total: 26 of ? biz days used
19d
▶ Clock Running
Status: Canceled
Jan 9 → Feb 8, 2026
19 business days (counted)
Running total: 45 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 8 → Feb 9, 2026
1 business day (counted)
Running total: 46 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 9 → Feb 11, 2026
2 business days (counted)
Running total: 48 of ? biz days used
6d
▶ Clock Running
Status: Scheduled
Feb 11 → Feb 20, 2026
6 business days (counted)
Running total: 54 of ? biz days used
▶ Clock Running
Status: Entered
Feb 20 → Feb 20, 2026
0 business days (counted)
Running total: 54 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 20 → Feb 20, 2026
0 business days (counted)
Running total: 54 of ? biz days used
5d
▶ Clock Running
Status: Scheduled
Feb 20 → Feb 27, 2026
5 business days (counted)
Running total: 59 of ? biz days used
Created: Dec 2, 2025 Completed: Feb 27, 2026
Show SLA Clock Detail (10 periods)
Period Status Clock Biz Days Running Total
Dec 2 → Dec 2 Created ▶ Running 0 0
Dec 2 → Dec 3 Ready for Scheduling ▶ Running 1 1
Dec 3 → Jan 9 On Hold ▶ Running 25 26
Jan 9 → Feb 8 Canceled ▶ Running 19 45
Feb 8 → Feb 9 Ready for Scheduling ▶ Running 1 46
Feb 9 → Feb 11 Assigned ▶ Running 2 48
Feb 11 → Feb 20 Scheduled ▶ Running 6 54
Feb 20 → Feb 20 Entered ▶ Running 0 54
Feb 20 → Feb 20 Assigned ▶ Running 0 54
Feb 20 → Feb 27 Scheduled ▶ Running 5 59
Dispatch 0.0d
Holding 25.2d (excluded)
Coordinators 18.5d
Field Work 0.1d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
25.2 days
Coordinators
18.5 days
Over SLA
Field Work
0.1 days
Created: Dec 2, 2025 Due: Feb 27, 2026 Completed: Feb 27, 2026 (on time)
📅
60.0 days Total Age
⏱️
25.2d in On Hold Longest Stage
🔄
10 transitions Status Changes
⚠️
14.2d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
4 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00547514
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 29 pieces https://www.ebiotrack.com/inspection.php?iid=31552
Priority
Standard
Origin
Email
Reason
New Case
Contact
Gael Rueda
Owner
Sherry Reich
Created
Dec 1, 2025
Work Orders from this Case (1)
WO-01318086 (current) Invoiced
Inspection • Kaylee Tran
Created: Dec 2, 2025 • Closed: Feb 27, 2026
Completed with significant delays
Invoiced • 256 days old
🚨
Primary Delay 25.2 days stuck in "On Hold"
⏱️
Total Delay 14.2 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
3.0d / 1.0d SLA
On Hold
25.2d
Canceled
19.6d
Assigned
3.0d / 0.5d SLA
Scheduled
12.5d / 2.0d SLA
Completed
0.1d / 1.0d SLA
Closed
3.2d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2/11/26 RBerry- Spoke with Jorge Medina 619-720-4209, he is the correct contact. Scheduled for 2/27/26 with arrival time between 2-3:30PM. States clinic closes around 3:00- 3:30PM. If tech arrives after 3-3:30 tech can go in, use lock box code 0917 alarm code 1977. If anything is needed while onsite please call Jorge Medina at 619-720-4209


2/11 KSmith -- Sent email to schedule for 2/27 (KT)

2/10 KSmith -- Sent email to schedule for 2/27 (KT)

1/9/2026 Sramen - per SBerry we are cancelling since this account is on credit hold.

🔧 Work Performed
Annual inspection completed on 28 devices.
🔍 Technician Findings
Site ready for annual inspection.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 29 pieces https://www.ebiotrack.com/inspection.php?iid=31552

Timeline

📞
Case Linked Dec 1, 6:00 AM
Case Number: 00547514
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
⏳ 2.0 business days
📋
▶
2 Work Order Created Dec 2, 8:02 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⏳ 2.0 business days
⏸️
Status: On Hold by Mark Joseph Dec 3, 5:05 PM
From: Ready for Scheduling
To: On Hold
Duration in Previous: 1d 9h
🚨 25.9 business days
🚫
Status: Canceled by Stephanie Ramen Jan 9, 2:00 PM
From: On Hold
To: Canceled
Duration in Previous: 36d 20h
🚨 20.0 business days
📅
Status: Ready for Scheduling by Scott Berry Feb 8, 3:24 PM
From: Canceled
To: Ready for Scheduling
Duration in Previous: 30d 1h
👷
▶
2 Technician Assigned Feb 9, 11:10 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 19h 45m
⏳ 3.0 business days
🗓️
▶
2 Status: Scheduled Feb 11, 2:51 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2026-02-27T19:30:00.000+0000
⚠️ 7.0 business days
🆕
▶
3 Status: Entered Feb 20, 9:45 AM
Status: Entered → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: Kaylee Tran
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-02-27T14:00:00.000+0000
⚠️ 6.0 business days
⏱️
▶
2 4x Labor Added Feb 27, 4:25 PM
4x Labor Added → Status: Completed
✔️
Status: Completed by Kaylee Tran
From: Scheduled
To: Completed
Duration in Previous: 7d 6h
🏁
Status: Closed by Kaylee Tran Feb 27, 5:10 PM
From: Completed
To: Closed
Duration in Previous: 43m
⏳ 3.9 business days
📄
▶
2 Status: Ready to Bill Mar 4, 10:01 AM
Status: Ready to Bill → Invoice Created
🧾
Invoice Created
Invoice Number: SM-255532

Bottlenecks

Ready for Scheduling
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Assigned
Duration: 3.0 business days (threshold: 4.0 business hours)
Exceeded by 2.5 business days
Scheduled
Duration: 6.5 business days (threshold: 2.0 business days)
Exceeded by 4.5 business days
Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Closed
Duration: 3.2 business days (threshold: 1.0 business days)
Exceeded by 2.2 business days

🔗 Related Artifacts

📞
Case 00547514
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Kaylee Tran
Scheduled
Feb 27, 9:00 AM
Created
Dec 2, 8:02 AM
Invoice #
SM-255532

Work Details (4)

Name Type Status Qty Amount Date
WL-03123779 Labor Open 1 $0.00 Feb 27, 4:25 PM
WL-03123780 Labor Open 3.9166666666667 $595.00 Feb 27, 4:25 PM
WL-03123781 Travel Open 14 - Feb 27, 4:25 PM
WL-03123782 Expenses Open 1 $0.00 Feb 27, 4:25 PM

Details