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← WO Overview

WO-01327294 ↗ ServiceMax

EZ WAY • Repair • P7

📍 Cedarfield — 2300 Cedarfield Parkway, Richmond VA, 23233

Dec 18, 2025 → Mar 11, 2026

✅ Completed
P7
SLA Clock
7 business days from creation · Target: Dec 30, 2025
✗ SLA Missed (48 biz days late)
Active: 55 biz days
Budget: 7 biz days
🕐 Clock stopped: Completed (Mar 11, 2026)
SLA Target
▶ Clock Running
Status: Created
Dec 18 → Dec 18, 2025
0 business days (counted)
Running total: 0 of 7 biz days used
▶ Clock Running
Status: Ready for Scheduling
Dec 18 → Dec 23, 2025
3 business days (counted)
Running total: 3 of 7 biz days used
▶ Clock Running
Status: Assigned
Dec 23 → Dec 26, 2025
2 business days (counted)
Running total: 5 of 7 biz days used
4d
▶ Clock Running
Status: Scheduled
Dec 26 → Jan 2, 2026
4 business days (counted)
Running total: 9 of 7 biz days used
▶ Clock Running
Status: Tech On Site
Jan 2 → Jan 3, 2026
0 business days (counted)
Running total: 9 of 7 biz days used
▶ Clock Running
Status: Completed
Jan 3 → Jan 3, 2026
0 business days (counted)
Running total: 9 of 7 biz days used
21d
▶ Clock Running
Status: Reschedule
Jan 3 → Feb 3, 2026
21 business days (counted)
Running total: 30 of 7 biz days used
▶ Clock Running
Status: Assigned
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 30 of 7 biz days used
11d
▶ Clock Running
Status: Reschedule
Feb 3 → Feb 19, 2026
11 business days (counted)
Running total: 41 of 7 biz days used
▶ Clock Running
Status: Entered
Feb 19 → Feb 19, 2026
0 business days (counted)
Running total: 41 of 7 biz days used
10d
▶ Clock Running
Status: On Hold
Feb 19 → Mar 5, 2026
10 business days (counted)
Running total: 51 of 7 biz days used
▶ Clock Running
Status: Ready for Scheduling
Mar 5 → Mar 5, 2026
0 business days (counted)
Running total: 51 of 7 biz days used
▶ Clock Running
Status: Assigned
Mar 5 → Mar 5, 2026
0 business days (counted)
Running total: 51 of 7 biz days used
▶ Clock Running
Status: Scheduled
Mar 5 → Mar 11, 2026
4 business days (counted)
Running total: 55 of 7 biz days used
▶ Clock Running
Status: Tech On Site
Mar 11 → Mar 11, 2026
0 business days (counted)
Running total: 55 of 7 biz days used
Created: Dec 18, 2025 Completed: Mar 11, 2026
Business Days Used 55 / 7
0 7d budget +48d over
Show SLA Clock Detail (15 periods)
Period Status Clock Biz Days Running Total
Dec 18 → Dec 18 Created ▶ Running 0 0 / 7
Dec 18 → Dec 23 Ready for Scheduling ▶ Running 3 3 / 7
Dec 23 → Dec 26 Assigned ▶ Running 2 5 / 7
Dec 26 → Jan 2 Scheduled ▶ Running 4 9 / 7
Jan 2 → Jan 3 Tech On Site ▶ Running 0 9 / 7
Jan 3 → Jan 3 Completed ▶ Running 0 9 / 7
Jan 3 → Feb 3 Reschedule ▶ Running 21 30 / 7
Feb 3 → Feb 3 Assigned ▶ Running 0 30 / 7
Feb 3 → Feb 19 Reschedule ▶ Running 11 41 / 7
Feb 19 → Feb 19 Entered ▶ Running 0 41 / 7
Feb 19 → Mar 5 On Hold ▶ Running 10 51 / 7
Mar 5 → Mar 5 Ready for Scheduling ▶ Running 0 51 / 7
Mar 5 → Mar 5 Assigned ▶ Running 0 51 / 7
Mar 5 → Mar 11 Scheduled ▶ Running 4 55 / 7
Mar 11 → Mar 11 Tech On Site ▶ Running 0 55 / 7
Dispatch 0.0d
Holding 10.7d (excluded)
Coordinators 49.3d
Field Work 1.7d
Billing 7.8d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
10.7 days
Coordinators
49.3 days
Over SLA
Field Work
1.7 days
Billing
7.8 days
Over SLA
Created: Dec 18, 2025 Due: Jan 9, 2026 Completed: Mar 11, 2026 (60 days late)
📅
55.5 days Total Age
⏱️
21.0d in Reschedule Longest Stage
🔄
16 transitions Status Changes
⚠️
48.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
2 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits (2 reschedules)
2 on-site visits — follow-up trip required
👤 Self-scheduled by Christopher Carroll — scheduling delays attributed to technician, not coordinators
Visit 1 Jan 2, 2026
Visit 2 Mar 11, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00552863
EZ Way - technician to do service visit - Cedarfiled/Richmond, VA
Closed
Service visit to put parts on 2 EZ Way units. S/N 33995 - replace emergency stop assy. *Parts are already at facility. After parts are put on units, test emergency stop function and brake function on rear caster.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Lauren Burnette
Owner
Kimberly Hardison
Created
Dec 18, 2025
Work Orders from this Case (2)
WO-01327292 Invoiced
Repair • Christopher Carroll
Created: Dec 18, 2025 • Closed: Mar 12, 2026
WO-01327294 (current) Invoiced
Repair • Christopher Carroll
Created: Dec 18, 2025 • Closed: Mar 11, 2026
Completed with significant delays
Invoiced • 240 days old
🚨
Primary Delay 21.0 days stuck in "Reschedule"
⏱️
Total Delay 48.8 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
3.5d / 1.0d SLA
Assigned
2.8d / 0.5d SLA
Scheduled
9.9d / 2.0d SLA
Tech On Site
1.6d / 1.0d SLA
Reschedule
33.0d / 2.0d SLA
On Hold
10.7d
Completed
0.1d / 1.0d SLA
Closed
5.3d / 1.0d SLA
Billing Review
6.3d / 2.0d SLA
Ready to Bill
1.5d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/26 JJ: Pls bill work order as it is now $1010. Chris Carroll is out of Arkansas and mileage is correct on this work order. He may have been in the area for the PMs that were performed

3/18/26 DPatton We did PM on 3/11 and Zone Charge was $100. (see SM-256655) This WO tech must have driven from another site because travel charges are $900. OK to bill this way? (Heather will dispute travel charges) Please advise how to bill travel or zone charge for this trip.

3/5 MOwens Called back to speak to Lauran. Left vm for her to call back. Lauren called back and the repair/inspection visit is scheduled for 3/11 an 3/12 if needed. Arrival between 8-9am on 3/11

3/4 MOwens Called back to speak to Lauren. Left a vm for her to call back to schedule the visit.

2/19 MOwens Sent chatter to account manager about non response from POC.

2/18 MOwens Called to speak to Lauren Burnette. Left a vm for her to call back.

2/18/26 RBerry- Sent teams message to ASC to follow up with site. If not response escalate to account manager.


2/13/26 RBerry- Called Lauren Burnette to schedule. VM states she is OOO until 2/16/26. Could not leave message. ASC will need to call back on 2/16/26 to attempt to schedule. If not answer, please escalate to account manager. 


2/3 MOwens Sent a FU email asking Lauren to contact us back by call or email to schedule this repair visit.

1.21 M. Bateman I left a VN for Lauren asking to schedule for 1.21 at 3PM. Call logged in WO.

1/6/26 RBerry- Emailed Lauren Burnette to schedule for 1/8/26 with arrival time between 11AM-1PM. Waiting for confirmation. See logged email.


1/6/26 RBerry- LM with Lauren Burnette to discuss rescheduling. 


1/6/26 RBerry- Received teams message from MBateman stating: Can you call WO-1327294 and schedule for this Thursday for Michael Harris? The castors on site are correct and I added special instructions for the tech in the WO


12/26 MOwens Lauren replied back that she wants to schedule for 1/2/26 when she will be back working. I replied that arrival will be between 12-1pm.


12/23 MOwens Sent an email to Lauren and Brittany requesting confirmation that the repair parts are onsite and if 12/31 or 1/2 works to schedule the repair visit.

🔧 Work Performed
3/11-CC Arrived on site & received parts. Unit has damaged break on caster. Need to replace wheel & caster to fix brake. Wheels are not the same. replacement wheel is composed differently & is much larger. Called support & spoke with Heather. Support informed that replacement wheel will not be balanced with opposite wheel. They do not support older wheel & site will have to order another wheel from them to balance. Even with removal of spacer. 1/8 the emergency stop button was replaced. the button was tested. the button worked properly the casters were not the correct casters. the correct casters are smaller and are made of metal. the unit was tested and returned to service in good working condition. a return trip will be necessary after the correct casters are received.
🔍 Technician Findings
3/11-CC Arrived on site & received parts. Unit has damaged break on caster. Need to replace wheel & caster to fix brake. Wheels are not the same. replacement wheel is composed differently & is much larger. Called support & spoke with Heather. Support informed that replacement wheel will not be balanced with opposite wheel. They do not support older wheel & site will have to order another wheel from them to balance. Even with removal of spacer. 1/8 the emergency stop button is not working properly. the rear casters need to be replaced.
⚠️ Problem Description
Service visit to put parts on 2 EZ Way units. S/N 45082 - replace emergency stop assy & replace rear caster *Parts are already at facility. After parts are put on units, test emergency stop function and brake function on rear caster.
📄 Description
EZ-Way 898 Mobile Patient Lift

Timeline

📞
Case Linked Dec 18, 1:01 PM
Case Number: 00552863
Subject: EZ Way - technician to do service visit - Cedarfiled/Richmond, VA
Status: Closed
📋
2 Work Order Created Dec 18, 2:47 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
4.0 business days
👷
2 Technician Assigned Dec 23, 12:17 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 4d 21h
3.0 business days
🗓️
2 Status: Scheduled Dec 26, 11:22 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2026-01-02T17:00:00.000+0000
⚠️ 5.0 business days
🔧
Status: Tech On Site by Michael Harris Jan 2, 1:57 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 2h
⏱️
Labor Added Jan 2, 10:05 PM
Type: Labor
Status: Open
Qty: 1
✔️
Status: Completed by Michael Harris Jan 2, 10:20 PM
From: Tech On Site, Completed
To: Completed, Reschedule
Duration in Previous: 8h 22m, 0m
🚨 21.2 business days
👷
2 Technician Assigned Feb 3, 9:14 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Reschedule, Assigned
To: Assigned, Reschedule
Duration in Previous: 31d 10h, 0m
🚨 12.0 business days
🆕
Status: Entered by Melissa Owens Feb 19, 1:17 PM
From: Reschedule, Entered
To: Entered, On Hold
Duration in Previous: 16d 4h, 0m
🚨 11.0 business days
📅
4 Status: Ready for Scheduling Mar 5, 11:12 AM
Status: Ready for Scheduling → Technician Assigned → Status: Scheduled → Dispatch Scheduled
👷
Technician Assigned by Melissa Owens
Technician: Christopher Carroll
🗓️
Status: Scheduled by Melissa Owens
From: Assigned
To: Scheduled
Duration in Previous: 0m
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2026-03-11T12:00:00.000+0000
4.9 business days
🔧
Status: Tech On Site by Christopher Carroll Mar 11, 7:56 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 5d 19h
⏱️
2 Labor Added Mar 11, 4:50 PM
Labor Added → Status: Completed
✔️
Status: Completed by Christopher Carroll
From: Tech On Site
To: Completed
Duration in Previous: 8h 55m
🏁
Status: Closed by Christopher Carroll Mar 11, 5:45 PM
From: Completed
To: Closed
Duration in Previous: 53m
⚠️ 5.8 business days
💵
Status: Billing Review by Diane Patton Mar 18, 5:53 PM
From: Closed
To: Billing Review
Duration in Previous: 7d 0h
⚠️ 6.8 business days
📄
Status: Ready to Bill by Jennifer Johnson Mar 26, 4:01 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 7d 22h
📨
2 Status: Invoice Pending Mar 27, 3:39 PM
Status: Invoice Pending → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 4m
🚨 18.0 business days
🧾
Invoice Created Apr 21, 12:51 PM
Invoice Number: SM-257728

Bottlenecks

Ready for Scheduling
Duration: 3.5 business days (threshold: 1.0 business days)
Exceeded by 2.5 business days
Assigned
Duration: 2.8 business days (threshold: 4.0 business hours)
Exceeded by 2.3 business days
Scheduled
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Reschedule
Duration: 21.0 business days (threshold: 2.0 business days)
Exceeded by 19.0 business days
Reschedule
Duration: 12.0 business days (threshold: 2.0 business days)
Exceeded by 10.0 business days
Scheduled
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Closed
Duration: 5.3 business days (threshold: 1.0 business days)
Exceeded by 4.3 business days
Billing Review
Duration: 6.3 business days (threshold: 2.0 business days)
Exceeded by 4.3 business days
Ready to Bill
Duration: 1.5 business days (threshold: 1.0 business days)
Exceeded by 4.0 business hours

🔗 Related Artifacts

📞
Case 00552863
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P7
Type
Repair
Branch
Corporate
Technician
Christopher Carroll
Scheduled
Mar 11, 8:00 AM
Created
Dec 18, 2:47 PM
Invoice #
SM-257728

Work Details (2)

Name Type Status Qty Amount Date
WL-03053002 Labor Open 1 $120.00 Jan 2, 10:05 PM
WL-03139892 Labor Open 1.5 $180.00 Mar 11, 4:50 PM

Details