Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01333090 ↗ ServiceMax

ArchWell Health • Inspection • PSM

📍 Archwell - Del Mar — 797 Peoria St. Ste E, Aurora CO, 80011

Jan 7, 2026 → Mar 26, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (36 biz days late)
Active: 53 biz days
🕐 Clock stopped: Tech Off Site (Mar 25, 2026)
▶ Clock Running
Status: Created
Jan 7 → Jan 7, 2026
0 business days (counted)
Running total: 0 of ? biz days used
9d
▶ Clock Running
Status: Ready for Scheduling
Jan 7 → Jan 21, 2026
9 business days (counted)
Running total: 9 of ? biz days used
39d
▶ Clock Running
Status: On Hold
Jan 21 → Mar 18, 2026
39 business days (counted)
Running total: 48 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Mar 18 → Mar 23, 2026
3 business days (counted)
Running total: 51 of ? biz days used
▶ Clock Running
Status: Assigned
Mar 23 → Mar 23, 2026
0 business days (counted)
Running total: 51 of ? biz days used
▶ Clock Running
Status: Scheduled
Mar 23 → Mar 25, 2026
2 business days (counted)
Running total: 53 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 25 → Mar 25, 2026
0 business days (counted)
Running total: 53 of ? biz days used
Created: Jan 7, 2026 Tech Off Site: Mar 25, 2026
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Jan 7 → Jan 7 Created ▶ Running 0 0
Jan 7 → Jan 21 Ready for Scheduling ▶ Running 9 9
Jan 21 → Mar 18 On Hold ▶ Running 39 48
Mar 18 → Mar 23 Ready for Scheduling ▶ Running 3 51
Mar 23 → Mar 23 Assigned ▶ Running 0 51
Mar 23 → Mar 25 Scheduled ▶ Running 2 53
Mar 25 → Mar 25 Tech On Site ▶ Running 0 53
Dispatch 0.0d
Holding 39.6d (excluded)
Coordinators 17.4d
Field Work 1.7d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
39.6 days
Coordinators
17.4 days
Over SLA
Field Work
1.7 days
Billing
0.0 days
Created: Jan 7, 2026 Due: Mar 25, 2026 Completed: Mar 26, 2026 (on time)
📅
54.6 days Total Age
⏱️
39.6d in On Hold Longest Stage
🔄
11 transitions Status Changes
⚠️
13.0d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 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 #00556592
eBiotrack - Automated New Inspection Created
Closed
Inspection: Initial Annual Inspection Service https://www.ebiotrack.com/inspection.php?iid=32355
Priority
Standard
Origin
Email
Reason
New Case
Contact
Alexis Gonzalez
Owner
Jessica Sells
Created
Jan 7, 2026
Work Orders from this Case (1)
WO-01333090 (current) Invoiced
Inspection • Brandon Rodriguez
Created: Jan 7, 2026 • Closed: Mar 26, 2026
Completed with significant delays
Invoiced • 221 days old
🚨
Primary Delay 39.6 days stuck in "On Hold"
⏱️
Total Delay 13.0 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
14.0d / 1.0d SLA
On Hold
39.6d
Assigned
0.4d / 0.5d SLA
Scheduled
3.0d / 2.0d SLA
Tech On Site
0.8d / 1.0d SLA
Completed
0.9d / 1.0d SLA
Closed
1.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/23 KKelch scheduled per logged email from Alexis

3/23 KKelch sent Alexis an email for scheduling

03/18/2026 DNakoff - Customer confirmed POC, looped ASC into email.


1/21 KKelch placed on hold due to failed attempts to contact

01/13/2026 LHill-sent email to Alexis Gonzalez at alexis.gonzales@archwellhealth.com to confirm contact & equipment.


1/13/2026 LHill-LM at 720-914-8315 for Alexis Gonzalez to confirm contact & equipment.


01/12/2026 LHill-sent email to Alexis Gonzalez at alexis.gonzales@archwellhealth.com to confirm contact & equipment.


1/12/2026 LHill-LM at 720-914-8315 for Alexis Gonzalez to confirm contact & equipment.

🔧 Work Performed
03/25/26 BR: Inspection: Initial Annual Inspection Service
🔍 Technician Findings
03/25/26 BR: Spoke with Alexis at the front desk and got started on inspection
⚠️ Problem Description
Inspection: Initial Annual Inspection Service https://www.ebiotrack.com/inspection.php?iid=32355

Timeline

📞
Case Linked Jan 7, 12:00 AM
Case Number: 00556592
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Jan 7, 10:29 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
🚨 10.0 business days
⏸️
Status: On Hold by Kaitlyn Kelch Jan 21, 2:10 PM
From: Ready for Scheduling
To: On Hold
Duration in Previous: 14d 3h
🚨 40.0 business days
📅
Status: Ready for Scheduling by Dylan Nakoff Mar 18, 11:20 AM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 55d 20h
4.0 business days
👷
2 Technician Assigned Mar 23, 8:52 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 4d 21h
🗓️
2 Status: Scheduled Mar 23, 12:09 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-03-25T13:00:00.000+0000
3.0 business days
🔧
Status: Tech On Site by Brandon Rodriguez Mar 25, 11:20 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 1d 23h
⏱️
2 2x Labor Added Mar 25, 6:00 PM
2x Labor Added → Status: Tech Off Site
🚗
Status: Tech Off Site by Brandon Rodriguez
From: Tech On Site, Tech Off Site
To: Tech Off Site, Completed
Duration in Previous: 6h 39m, 0m
🚗
4 Status: Tech Off Site Mar 26, 12:50 AM
Status: Tech Off Site → Labor Added → 2x Travel Added → Status: Closed
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 0.5
🚗
2x Travel Added
Type: Travel
Status: Open
Qty: 10
🏁
Status: Closed by Brandon Rodriguez
From: Completed
To: Closed
Duration in Previous: 3m
📄
2 Status: Ready to Bill Mar 26, 5:27 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
1.8 business days
🧾
Invoice Created Mar 29, 11:26 PM
Invoice Number: SM-257554

Bottlenecks

Ready for Scheduling
Duration: 10.0 business days (threshold: 1.0 business days)
Exceeded by 9.0 business days
Ready for Scheduling
Duration: 4.0 business days (threshold: 1.0 business days)
Exceeded by 3.0 business days
Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 7.8 business hours

🔗 Related Artifacts

📞
Case 00556592
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Brandon Rodriguez
Scheduled
Mar 25, 9:00 AM
Created
Jan 7, 10:29 AM
Invoice #
SM-257554

Work Details (5)

Name Type Status Qty Amount Date
WL-03159398 Labor Open 0.5 $0.00 Mar 25, 6:00 PM
WL-03159399 Labor Open 7 $1,285.80 Mar 25, 6:00 PM
WL-03160205 Labor Open 0.5 $0.00 Mar 26, 12:52 AM
WL-03160206 Travel Open 10 - Mar 26, 12:54 AM
WL-03160207 Travel Open 10 - Mar 26, 12:54 AM

Details