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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01326547 ↗ ServiceMax

Neighborhood Health Center • Misc. Inspection • P5

📍 NHC Merlo Station School-Based Health Center — 1841 SW Merlo Dr., SBHC Room, Beaverton OR, 97003

Dec 15, 2025 → Dec 16, 2025

✅ Completed
P5 5 business days from creation
Target: Dec 22, 2025
🕐 Clock stopped: Completed (Dec 17)
✓ SLA Met (5d early)
Dispatch 0.0d
Coordinators 2.4d
Field Work 1.1d
✓ SLA Met
Dispatch
0.0 days
Coordinators
2.4 days
Over SLA
Field Work
1.1 days
Over SLA
Created: Dec 15, 2025 Due: Dec 22, 2025 Completed: Dec 17, 2025 (5 days early)
📅
2.6 days Total Age
⏱️
3.0d in Closed Longest Stage
🔄
7 transitions Status Changes
⚠️
2.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00551658
eBiotrack - New Inspection Created
Closed
Inspection: New Miscellaneous Equipment Inspection Site has new fridge/freezer that needs tagged. Site requests old fridge/freezer be removed and disposed. https://www.ebiotrack.com/inspection.php?iid=31952
Priority
Standard
Origin
Email
Reason
New Case
Contact
Kristen Weidner-Nguyen
Owner
Jessica Sells
Created
Dec 15, 2025
Work Orders from this Case (1)
WO-01326547 (current) Invoiced
Misc. Inspection • Jason Morris
Created: Dec 15, 2025 • Closed: Dec 16, 2025
Completed with minor delays
Invoiced • 150 days old
🚨
Primary Delay 3.0 days stuck in "Closed"
⏱️
Total Delay 2.8 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
Assigned
1.2d / 0.5d SLA
Scheduled
1.0d / 2.0d SLA
Tech On Site
1.1d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
3.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

12/15/25 RBerry- SBerry received confirmation from Alyssa Martinez to schedule for 12/16/25 with an arrival time between 11AM-1PM. See logged email.


12/15/25 SBerry; During email correspondence with Account POC, she requested specific date/time being offered for tech arrival. Offered tech arrival between 11am-1pm on 12/16/25. 12/15/25 RBerry- Received teams message from SBerry stating ASC offered date but site is wanting a time range. Looked at calendar and found technician can be onsite on 12/16/25 with arrival time between 11AM-1PM. Passed this information along to SBerry as he is in communication with the customer.


12-15 Mburris email sent to POC looking for 12-19

🔧 Work Performed
Deinstallation of freezer, installation and asset tagging of new freezer.
🔍 Technician Findings
Deinstalled the old freezer. Installed and asset tagged the new freezer.
⚠️ Problem Description
Inspection: New Miscellaneous Equipment Inspection Site has new fridge/freezer that needs tagged. Site requests old fridge/freezer be removed and disposed. https://www.ebiotrack.com/inspection.php?iid=31952

Timeline

📞
Case Linked Dec 15, 10:38 AM
Case Number: 00551658
Subject: eBiotrack - New Inspection Created
Status: Closed
📋
2 Work Order Created Dec 15, 10:58 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Jessica Sells
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Dec 15, 12:50 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1h 51m
🗓️
2 Status: Scheduled Dec 15, 10:26 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2025-12-16T19:30:00.000+0000
🔧
Status: Tech On Site by Jason Morris Dec 16, 3:00 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 16h 33m
✔️
Status: Completed by Jason Morris Dec 16, 11:29 PM
From: Tech On Site
To: Completed
Duration in Previous: 8h 29m
⏱️
2 5x Labor Added Dec 16, 11:36 PM
5x Labor Added → Status: Closed
🏁
Status: Closed by Jason Morris
From: Completed
To: Closed
Duration in Previous: 8m
3.0 business days
📄
Status: Ready to Bill by Diane Patton Dec 19, 12:59 PM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 2d 13h, 0m
🧾
Invoice Created Dec 19, 9:16 PM
Invoice Number: SM-249622

Bottlenecks

Assigned
Duration: 1.2 business days (threshold: 4.0 business hours)
Exceeded by 5.6 business hours
Tech On Site
Duration: 1.1 business days (threshold: 1.0 business days)
Exceeded by 0.5 business hours
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00551658
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P5
Type
Misc. Inspection
Branch
N/A
Technician
Jason Morris
Scheduled
Dec 16, 2:30 PM
Created
Dec 15, 10:58 AM
Invoice #
SM-249622

Work Details (5)

Name Type Status Qty Amount Date
WL-03040264 Labor Open 1.5 $223.50 Dec 16, 11:36 PM
WL-03040265 Labor Open 2.5 $372.50 Dec 16, 11:36 PM
WL-03040266 Labor Open 1.5 $0.00 Dec 16, 11:36 PM
WL-03040267 Travel Open 45 - Dec 16, 11:36 PM
WL-03040268 Travel Open 47 - Dec 16, 11:36 PM

Details