Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01328584 ↗ ServiceMax

PRIMARY CARE OF WNY • Inspection • PSM

📍 PRIMARY CARE OF WNY- WILLIAMSVILLE — 30 NORTH UNION ROAD, WILLIAMSVILLE NY, 14221

Dec 31, 2025 → Feb 25, 2026

✅ Completed
PSM
SLA Clock
Last business day of December 2025 · Target: Dec 31, 2025
✗ SLA Missed (36 biz days late)
Active: 37 biz days
🕐 Clock stopped: Completed (Feb 25, 2026)
▶ Clock Running
Status: Created
Dec 31 → Dec 31, 2025
0 business days (counted)
Running total: 0 of ? biz days used
6d
▶ Clock Running
Status: Ready for Scheduling
Dec 31 → Jan 9, 2026
6 business days (counted)
Running total: 6 of ? biz days used
6d
▶ Clock Running
Status: Assigned
Jan 9 → Jan 20, 2026
6 business days (counted)
Running total: 12 of ? biz days used
17d
▶ Clock Running
Status: On Hold
Jan 20 → Feb 12, 2026
17 business days (counted)
Running total: 29 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 12 → Feb 12, 2026
0 business days (counted)
Running total: 29 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 12 → Feb 16, 2026
1 business day (counted)
Running total: 30 of ? biz days used
7d
▶ Clock Running
Status: Scheduled
Feb 16 → Feb 25, 2026
7 business days (counted)
Running total: 37 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 25 → Feb 25, 2026
0 business days (counted)
Running total: 37 of ? biz days used
Created: Dec 31, 2025 Completed: Feb 25, 2026
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Dec 31 → Dec 31 Created ▶ Running 0 0
Dec 31 → Jan 9 Ready for Scheduling ▶ Running 6 6
Jan 9 → Jan 20 Assigned ▶ Running 6 12
Jan 20 → Feb 12 On Hold ▶ Running 17 29
Feb 12 → Feb 12 Ready for Scheduling ▶ Running 0 29
Feb 12 → Feb 16 Assigned ▶ Running 1 30
Feb 16 → Feb 25 Scheduled ▶ Running 7 37
Feb 25 → Feb 25 Tech On Site ▶ Running 0 37
Dispatch 0.0d
Holding 18.0d (excluded)
Coordinators 22.4d
Field Work 1.2d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
18.0 days
Coordinators
22.4 days
Over SLA
Field Work
1.2 days
Billing
0.0 days
Created: Dec 31, 2025 Due: Feb 27, 2026 Completed: Feb 26, 2026 (1 days early)
📅
37.9 days Total Age
⏱️
18.0d in On Hold Longest Stage
🔄
11 transitions Status Changes
⚠️
20.3d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00555222
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test Service 97 pcs https://www.ebiotrack.com/omnicor/inspection.php?iid=10455
Priority
Standard
Origin
Email
Reason
New Case
Contact
Kristina Muffoletto
Owner
Jessica Sells
Created
Dec 31, 2025
Work Orders from this Case (1)
WO-01328584 (current) Invoiced
Inspection • Erwin Forster
Created: Dec 31, 2025 • Closed: Feb 25, 2026
Completed with significant delays
Invoiced • 227 days old
🚨
Primary Delay 18.0 days stuck in "On Hold"
⏱️
Total Delay 20.3 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
6.9d / 1.0d SLA
Assigned
8.5d / 0.5d SLA
On Hold
18.0d
Scheduled
7.0d / 2.0d SLA
Tech On Site
0.6d / 1.0d SLA
Completed
0.6d / 1.0d SLA
Closed
3.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
2/16 KSmith -- Scheduled for 2/25 with Melissa. 9-11am

2/13 KSmith -- Melissa is checking with the site to see if the date works and will let me know.

2/12 KSmith -- Responded to Scott B's email with Melissa provided 2/25 as a scheduled date and am awaiting response

2/2/26 SReich - Updated POC and placing in RFS.

1/20 KSmith -- Placing on hold due to no response from POC

1/16 KSmith -- Left VM and sent email to schedule for 1/27-1/28

1/15 KSmith -- Left VM and sent email to schedule for 1/27-1/28

1/12 KSmith -- Sent email to schedule for 1/27-1/28

1/9 KSmith -- Sent email to schedule for 1/27-1/28

01/08/2026 LHill-tried to send an email to Kristina at kmuffoletto@primarycarewny.com but it bounced.


01/08/2026 LHill-LM at (716) 923-3449 for Kristina Muffoletto to confirm contact & equipment.

🔧 Work Performed
Annual Equipment Electrical Safety Test Service completed. INSPECTED 94 ITEMS
🔍 Technician Findings
iNSPECTION
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test Service 97 pcs https://www.ebiotrack.com/omnicor/inspection.php?iid=10455

Timeline

📞
Case Linked Dec 31, 7:39 AM
Case Number: 00555222
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Dec 31, 12:31 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Jessica Sells
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
⚠️ 7.0 business days
👷
2 Technician Assigned Jan 9, 10:28 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 8d 21h
⚠️ 7.0 business days
⏸️
Status: On Hold by Kourtney Smith Jan 20, 10:46 AM
From: Assigned
To: On Hold
Duration in Previous: 11d 0h
🚨 18.0 business days
📅
Status: Ready for Scheduling by Scott Berry Feb 12, 2:28 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 23d 3h
👷
2 Technician Assigned Feb 12, 3:13 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 44m
2.0 business days
🗓️
2 Status: Scheduled Feb 16, 10:24 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-02-25T14:30:00.000+0000
⚠️ 7.0 business days
🔧
Status: Tech On Site by Erwin Forster Feb 25, 10:34 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 9d 0h
✔️
Status: Completed by Erwin Forster Feb 25, 3:08 PM
From: Tech On Site
To: Completed
Duration in Previous: 4h 33m
⏱️
2 6x Labor Added Feb 25, 7:53 PM
6x Labor Added → Status: Closed
🏁
Status: Closed by Erwin Forster
From: Completed
To: Closed
Duration in Previous: 4h 46m
3.5 business days
📄
3 Status: Ready to Bill Mar 2, 2:05 PM
Status: Ready to Bill → Status: Invoiced → Invoice Created
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
🧾
Invoice Created
Invoice Number: SM-255353

Bottlenecks

Ready for Scheduling
Duration: 6.8 business days (threshold: 1.0 business days)
Exceeded by 5.8 business days
Assigned
Duration: 7.0 business days (threshold: 4.0 business hours)
Exceeded by 6.5 business days
Assigned
Duration: 1.5 business days (threshold: 4.0 business hours)
Exceeded by 7.8 business hours
Scheduled
Duration: 7.0 business days (threshold: 2.0 business days)
Exceeded by 5.0 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00555222
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Erwin Forster
Scheduled
Feb 25, 9:30 AM
Created
Dec 31, 12:31 PM
Invoice #
SM-255353

Work Details (6)

Name Type Status Qty Amount Date
WL-03120260 Labor Open 1.3333333333333 $0.00 Feb 25, 7:53 PM
WL-03120261 Labor Open 4.5833333333333 $2,095.00 Feb 25, 7:53 PM
WL-03120262 Labor Open 2 $0.00 Feb 25, 7:53 PM
WL-03120263 Travel Open 70 - Feb 25, 7:53 PM
WL-03120264 Travel Open 70 - Feb 25, 7:53 PM
WL-03120265 Expenses Open 1 $0.00 Feb 25, 7:53 PM

Details