Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01327137 ↗ ServiceMax

LORETTO • Inspection • PSM

📍 LORETTO — 700 EAST BRIGHTON AVE, SYRACUSE NY, 13205

Dec 18, 2025 → Feb 19, 2026

✅ Completed
PSM
SLA Clock
Last business day of December 2025 · Target: Dec 31, 2025
✗ SLA Missed (32 biz days late)
Active: 41 biz days
🕐 Clock stopped: Completed (Feb 19, 2026)
▶ Clock Running
Status: Created
Dec 18 → Dec 18, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Dec 18 → Dec 23, 2025
3 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Assigned
Dec 23 → Dec 23, 2025
0 business days (counted)
Running total: 3 of ? biz days used
35d
▶ Clock Running
Status: Scheduled
Dec 23 → Feb 16, 2026
35 business days (counted)
Running total: 38 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 16 → Feb 16, 2026
0 business days (counted)
Running total: 38 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Feb 16 → Feb 17, 2026
1 business day (counted)
Running total: 39 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 17 → Feb 17, 2026
0 business days (counted)
Running total: 39 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Feb 17 → Feb 18, 2026
1 business day (counted)
Running total: 40 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 18 → Feb 18, 2026
0 business days (counted)
Running total: 40 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Feb 18 → Feb 19, 2026
1 business day (counted)
Running total: 41 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 19 → Feb 19, 2026
0 business days (counted)
Running total: 41 of ? biz days used
Created: Dec 18, 2025 Completed: Feb 19, 2026
Show SLA Clock Detail (11 periods)
Period Status Clock Biz Days Running Total
Dec 18 → Dec 18 Created ▶ Running 0 0
Dec 18 → Dec 23 Ready for Scheduling ▶ Running 3 3
Dec 23 → Dec 23 Assigned ▶ Running 0 3
Dec 23 → Feb 16 Scheduled ▶ Running 35 38
Feb 16 → Feb 16 Tech On Site ▶ Running 0 38
Feb 16 → Feb 17 Tech Off Site ▶ Running 1 39
Feb 17 → Feb 17 Tech On Site ▶ Running 0 39
Feb 17 → Feb 18 Tech Off Site ▶ Running 1 40
Feb 18 → Feb 18 Tech On Site ▶ Running 0 40
Feb 18 → Feb 19 Tech Off Site ▶ Running 1 41
Feb 19 → Feb 19 Tech On Site ▶ Running 0 41
Dispatch 0.0d
Coordinators 40.0d
Field Work 7.1d
Billing 14.8d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
40.0 days
Over SLA
Field Work
7.1 days
Billing
14.8 days
Over SLA
Created: Dec 18, 2025 Due: Feb 27, 2026 Completed: Feb 19, 2026 (8 days early)
📅
42.0 days Total Age
⏱️
35.9d in Scheduled Longest Stage
🔄
18 transitions Status Changes
⚠️
49.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
59 lines Work Details
🚩
4 visits On-Site Trips
👤
Self-Scheduled Scheduling
🚩
4 On-Site Visits
4 on-site visits — why were multiple trips needed?
👤 Self-scheduled by Darek Kirkpatrick — scheduling delays attributed to technician, not coordinators
Visit 1 Feb 16, 2026
Visit 2 Feb 17, 2026
Visit 3 Feb 18, 2026
Visit 4 Feb 19, 2026

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00552687
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Calibration Service 456 pieces https://www.ebiotrack.com/omnicor/inspection.php?iid=10443
Priority
Standard
Origin
Email
Reason
New Case
Contact
Trevor Brown
Owner
Sherry Reich
Created
Dec 18, 2025
Work Orders from this Case (1)
WO-01327137 (current) Invoiced
Inspection • Darek Kirkpatrick
Created: Dec 18, 2025 • Closed: Feb 19, 2026
Completed with significant delays
Invoiced • 238 days old
🚨
Primary Delay 35.9 days stuck in "Scheduled"
⏱️
Total Delay 49.8 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
4.0d / 1.0d SLA
Assigned
0.1d / 0.5d SLA
Scheduled
35.9d / 2.0d SLA
Tech On Site
2.8d / 1.0d SLA
Tech Off Site
4.1d / 2.0d SLA
Completed
0.3d / 1.0d SLA
Closed
3.3d / 1.0d SLA
Billing Review
14.5d / 2.0d SLA
Ready to Bill
0.3d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

@Diane Patton​ Do not charge the additional price. I will speak with their rep and possibly add to next annuity charge.

2/24/26 DPatton - Do we bill an additional 48 units at $20 each?. (Customer billed monthly) up to 350 pieces but we inspected 398. Please advise to bill additional $960?

12/23 KSmith -- Scheduled for 2/16-2/20 with Trevor. 8-10am

12/23 KSmith -- Sent email to schedule for 2/16-2/20 (Taylor Assisting, Possibly Bernard too)

🔧 Work Performed
SEMI ANNUAL INSPECTION
🔍 Technician Findings
SEMI ANNUAL INSPECTION
⚠️ Problem Description
Annual Equipment Calibration Service 456 pieces https://www.ebiotrack.com/omnicor/inspection.php?iid=10443

Timeline

📞
Case Linked Dec 18, 7:39 AM
Case Number: 00552687
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Dec 18, 9:42 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
4.0 business days
👷
2 Technician Assigned Dec 23, 11:00 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 5d 1h
📅
2 Dispatch Scheduled Dec 23, 11:26 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 25m
🚨 36.0 business days
🔧
Status: Tech On Site by Taylor Duda Feb 16, 7:00 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 54d 19h
⏱️
2x Labor Added Feb 16, 7:05 AM
Type: Labor, Travel
Status: Open
Qty: 0.5, 17
⏱️
2x Labor Added Feb 16, 9:33 AM
Type: Labor, Travel
Status: Open
Qty: 0.33333333333333, 9
⏱️
2 3x Labor Added Feb 16, 2:27 PM
3x Labor Added → Status: Tech Off Site
🚗
Status: Tech Off Site by Darek Kirkpatrick
From: Tech On Site
To: Tech Off Site
Duration in Previous: 7h 28m
⏱️
3x Labor Added Feb 16, 3:30 PM
Type: Labor, Travel
Status: Open
Qty: 7, 0.5, 16
⏱️
5x Labor Added Feb 16, 5:41 PM
Type: Labor, Travel
Status: Open
Qty: 1.3333333333333, 6, 1.5, 55
⏱️
2 2x Labor Added Feb 17, 6:59 AM
2x Labor Added → Status: Tech On Site
🔧
Status: Tech On Site by Darek Kirkpatrick
From: Tech Off Site
To: Tech On Site
Duration in Previous: 16h 31m
🔩
7x Parts Added Feb 17, 12:01 PM
Type: Parts, Labor, Travel
Status: Open
Qty: 20, 4, 1.5, 55
⏱️
3x Labor Added Feb 17, 2:34 PM
Type: Labor, Travel
Status: Open
Qty: 7, 0.5, 12
🚗
Status: Tech Off Site by Taylor Duda Feb 17, 3:16 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 8h 16m
⏱️
5x Labor Added Feb 17, 3:32 PM
Type: Labor, Travel
Status: Open
Qty: 0.5, 8.25, 17, 16
🔧
2 Status: Tech On Site Feb 18, 6:59 AM
Status: Tech On Site → 2x Labor Added
⏱️
2x Labor Added
Type: Labor, Travel
Status: Open
Qty: 0.5, 12
⏱️
5x Labor Added Feb 18, 11:34 AM
Type: Labor, Travel
Status: Open
Qty: 1.5, 55
🔩
2 Parts Added Feb 18, 11:55 AM
Parts Added → 2x Parts Added
🔩
2x Parts Added
Type: Parts
Status: Open
Qty: 3, 2
⏱️
3 Labor Added Feb 18, 1:58 PM
Labor Added → 2x Labor Added → Status: Tech Off Site
⏱️
2x Labor Added
Type: Labor, Travel
Status: Open
Qty: 0.5, 12
🚗
Status: Tech Off Site by Darek Kirkpatrick
From: Tech On Site
To: Tech Off Site
Duration in Previous: 7h 0m
⏱️
2 2x Labor Added Feb 19, 6:58 AM
2x Labor Added → Status: Tech On Site
🔧
Status: Tech On Site by Darek Kirkpatrick
From: Tech Off Site
To: Tech On Site
Duration in Previous: 16h 59m
⏱️
3x Labor Added Feb 19, 1:06 PM
Type: Labor, Travel
Status: Open
Qty: 7, 0.5, 12
🔩
4x Parts Added Feb 19, 1:57 PM
Type: Parts
Status: Open
Qty: 23, 25, 1
✔️
Status: Completed by Taylor Duda Feb 19, 2:15 PM
From: Tech On Site
To: Completed
Duration in Previous: 7h 15m
⏱️
5x Labor Added Feb 19, 2:29 PM
Type: Labor, Travel
Status: Open
Qty: 0.5, 7.25, 0.75, 17, 16
🏁
Status: Closed by Taylor Duda Feb 19, 4:16 PM
From: Completed
To: Closed
Duration in Previous: 2h 0m
4.0 business days
💵
Status: Billing Review by Diane Patton Feb 24, 10:51 AM
From: Closed
To: Billing Review
Duration in Previous: 4d 18h
⚠️ 9.0 business days
📄
Status: Ready to Bill by Scott Berry Mar 6, 12:39 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 10d 1h
💵
2 Status: Billing Review Mar 6, 2:11 PM
Status: Billing Review → Status: Ready to Bill
📄
Status: Ready to Bill by Diane Patton
From: Billing Review
To: Ready to Bill
Duration in Previous: 1m
💵
Status: Billing Review by Diane Patton Mar 6, 3:07 PM
From: Ready to Bill
To: Billing Review
Duration in Previous: 54m
⚠️ 6.0 business days
📄
2 Status: Ready to Bill Mar 13, 12:22 PM
Status: Ready to Bill → Invoice Created
🧾
Invoice Created
Invoice Number: SM-256483

Bottlenecks

Ready for Scheduling
Duration: 4.0 business days (threshold: 1.0 business days)
Exceeded by 3.0 business days
Scheduled
Duration: 35.9 business days (threshold: 2.0 business days)
Exceeded by 33.9 business days
Closed
Duration: 3.3 business days (threshold: 1.0 business days)
Exceeded by 2.3 business days
Billing Review
Duration: 9.0 business days (threshold: 2.0 business days)
Exceeded by 7.0 business days
Billing Review
Duration: 5.5 business days (threshold: 2.0 business days)
Exceeded by 3.5 business days

🔗 Related Artifacts

📞
Case 00552687
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Darek Kirkpatrick
Scheduled
Feb 16, 8:00 AM
Created
Dec 18, 9:42 AM
Invoice #
SM-256483

Work Details (59)

Name Type Status Qty Amount Date
WL-03106785 Labor Open 0.5 $0.00 Feb 16, 7:05 AM
WL-03106786 Travel Open 17 - Feb 16, 7:05 AM
WL-03106886 Labor Open 0.33333333333333 $0.00 Feb 16, 9:33 AM
WL-03106887 Travel Open 9 - Feb 16, 9:33 AM
WL-03107340 Labor Open 5.6666666666667 $0.00 Feb 16, 2:27 PM
WL-03107341 Labor Open 0.5 $0.00 Feb 16, 2:27 PM
WL-03107342 Travel Open 12 - Feb 16, 2:27 PM
WL-03107454 Labor Open 7 $0.00 Feb 16, 3:30 PM
WL-03107455 Labor Open 0.5 $0.00 Feb 16, 3:30 PM
WL-03107456 Travel Open 16 - Feb 16, 3:30 PM
WL-03107670 Labor Open 1.3333333333333 $0.00 Feb 16, 5:41 PM
WL-03107671 Labor Open 6 $0.00 Feb 16, 5:41 PM
WL-03107672 Labor Open 1.5 $0.00 Feb 16, 5:41 PM
WL-03107673 Travel Open 55 - Feb 16, 5:41 PM
WL-03107674 Travel Open 55 - Feb 16, 5:41 PM
WL-03108242 Labor Open 0.5 $0.00 Feb 17, 6:59 AM
WL-03108243 Travel Open 12 - Feb 17, 6:59 AM
WL-03108622 Parts Open 20 $50.00 Feb 17, 12:01 PM
WL-03108623 Parts Open 4 $20.24 Feb 17, 12:01 PM
WL-03108624 Labor Open 1.5 $0.00 Feb 17, 12:01 PM
WL-03108625 Labor Open 5 $0.00 Feb 17, 12:01 PM
WL-03108626 Labor Open 1.5 $0.00 Feb 17, 12:01 PM
WL-03108627 Travel Open 55 - Feb 17, 12:01 PM
WL-03108628 Travel Open 55 - Feb 17, 12:01 PM
WL-03108770 Labor Open 7 $0.00 Feb 17, 2:34 PM
WL-03108773 Labor Open 0.5 $0.00 Feb 17, 2:35 PM
WL-03108774 Travel Open 12 - Feb 17, 2:35 PM
WL-03108889 Labor Open 0.5 $0.00 Feb 17, 3:32 PM
WL-03108890 Labor Open 8.25 $0.00 Feb 17, 3:32 PM
WL-03108891 Labor Open 0.5 $0.00 Feb 17, 3:32 PM
WL-03108892 Travel Open 17 - Feb 17, 3:32 PM
WL-03108893 Travel Open 16 - Feb 17, 3:32 PM
WL-03109890 Labor Open 0.5 $0.00 Feb 18, 7:01 AM
WL-03109891 Travel Open 12 - Feb 18, 7:01 AM
WL-03110224 Labor Open 1.5 $0.00 Feb 18, 11:34 AM
WL-03110225 Labor Open 5 $0.00 Feb 18, 11:34 AM
WL-03110226 Labor Open 1.5 $0.00 Feb 18, 11:34 AM
WL-03110227 Travel Open 55 - Feb 18, 11:34 AM
WL-03110228 Travel Open 55 - Feb 18, 11:34 AM
WL-03110256 Parts Open 32 $80.00 Feb 18, 11:55 AM
WL-03110260 Parts Open 3 $15.18 Feb 18, 11:56 AM
WL-03110261 Parts Open 2 $5.00 Feb 18, 11:57 AM
WL-03110493 Labor Open 7 $0.00 Feb 18, 1:58 PM
WL-03110497 Labor Open 0.5 $0.00 Feb 18, 1:59 PM
WL-03110498 Travel Open 12 - Feb 18, 1:59 PM
WL-03111595 Labor Open 0.5 $0.00 Feb 19, 6:58 AM
WL-03111596 Travel Open 12 - Feb 19, 6:58 AM
WL-03112075 Labor Open 7 $0.00 Feb 19, 1:06 PM
WL-03112076 Labor Open 0.5 $0.00 Feb 19, 1:07 PM
WL-03112077 Travel Open 12 - Feb 19, 1:07 PM
WL-03112132 Parts Open 23 $116.38 Feb 19, 1:57 PM
WL-03112133 Parts Open 25 $62.50 Feb 19, 1:57 PM
WL-03112134 Parts Open 1 $2.50 Feb 19, 1:57 PM
WL-03112135 Parts Open 3 $2.10 Feb 19, 1:57 PM
WL-03112177 Labor Open 0.5 $0.00 Feb 19, 2:29 PM
WL-03112178 Labor Open 7.25 $0.00 Feb 19, 2:29 PM
WL-03112179 Labor Open 0.75 $0.00 Feb 19, 2:29 PM
WL-03112180 Travel Open 17 - Feb 19, 2:29 PM
WL-03112181 Travel Open 16 - Feb 19, 2:29 PM

Details