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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01333872 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 Reynolds Leveraged/Pactiv — 1900 W Field Ct, Lake Forest IL, 60045

Jan 7, 2026 → Jul 20, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (42 biz days late)
Active: 59 biz days
Paused: 74 biz days
🕐 Clock stopped: Completed (Jul 20, 2026)
▶ Clock Running
Status: Created
Jan 7 → Jan 7, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 7 → Jan 7, 2026
0 business days (counted)
Running total: 0 of ? biz days used
⏸74d
⏸ Clock Paused
Status: Ready for Release
Jan 7 → Apr 23, 2026
74 business days (not counted)
40d
▶ Clock Running
Status: Ready for Scheduling
Apr 23 → Jun 22, 2026
40 business days (counted)
Running total: 40 of ? biz days used
▶ Clock Running
Status: Assigned
Jun 22 → Jun 22, 2026
0 business days (counted)
Running total: 40 of ? biz days used
⏸ Clock Paused
Status: Ready for Release
Jun 22 → Jun 22, 2026
0 business days (not counted)
16d
▶ Clock Running
Status: Ready for Scheduling
Jun 22 → Jul 15, 2026
16 business days (counted)
Running total: 56 of ? biz days used
▶ Clock Running
Status: Assigned
Jul 15 → Jul 15, 2026
0 business days (counted)
Running total: 56 of ? biz days used
▶ Clock Running
Status: Scheduled
Jul 15 → Jul 20, 2026
3 business days (counted)
Running total: 59 of ? biz days used
Created: Jan 7, 2026 Completed: Jul 20, 2026
Show SLA Clock Detail (9 periods)
Period Status Clock Biz Days Running Total
Jan 7 → Jan 7 Created ▶ Running 0 0
Jan 7 → Jan 7 Ready for Scheduling ▶ Running 0 0
Jan 7 → Apr 23 Ready for Release ⏸ Paused 74 —
Apr 23 → Jun 22 Ready for Scheduling ▶ Running 40 40
Jun 22 → Jun 22 Assigned ▶ Running 0 40
Jun 22 → Jun 22 Ready for Release ⏸ Paused 0 —
Jun 22 → Jul 15 Ready for Scheduling ▶ Running 16 56
Jul 15 → Jul 15 Assigned ▶ Running 0 56
Jul 15 → Jul 20 Scheduled ▶ Running 3 59
Dispatch 0.3d
Holding 74.3d (excluded)
Coordinators 61.5d
Billing 0.6d
✗ SLA Missed
Dispatch
0.3 days
Holding (excluded from total)
74.3 days
Coordinators
61.5 days
Over SLA
Billing
0.6 days
Created: Jan 7, 2026 Due: Feb 28, 2026 Completed: Jul 20, 2026 (141 days late)
📅
134.0 days Total Age
⏱️
74.3d in Ready for Release Longest Stage
🔄
11 transitions Status Changes
⚠️
58.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Completed with significant delays
Invoiced • 221 days old
🚨
Primary Delay 74.3 days stuck in "Ready for Release"
⏱️
Total Delay 58.1 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.3d / 0.5d SLA
Ready for Scheduling
58.1d / 1.0d SLA
Ready for Release
74.3d
Assigned
0.1d / 0.5d SLA
Scheduled
3.3d / 2.0d SLA
Closed
2.1d / 1.0d SLA
Ready to Bill
0.6d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

7/17/2026 CRamen spoke with Tom and scheduled for Monday 7/20/2026 with tech arrival between 12-2pm


6/29/26 RBerry-Sent email to tech sup/FOD to discuss how this WO will be covered.


6/23/2026 CRamen talked about in scheduling meeting with LYoder in that we have all techs booked for weeks out and dont have a current resolution on scheduling a tech to cover kiosk in past due status and upcoming for due end of this month.


6/3/2026 CRamen left a vm for Tom to return call to schedule PM for this afternoon. 

🔧 Work Performed
PM completed.
🔍 Technician Findings
Unit due for annual PM. Unit passed all functional and operational tests.
⚠️ Problem Description
Please Perform the PM for this Kiosk based on the product listed in the work order: 90550, LC300, LC500. ***IMPORTANT CHANGE**** Please Log/notate in the technician findings the number of times the kiosk was used and double check the SN. If the SN is different than in the work order please also notate the correct SN. Regardless if the SN matches continue to perform the PM service. If location is a non-retail location a call ahead to schedule is required PM Checklist Tips: If Checklist is not populating, make sure the order type contains 'PM' and the product must contain an 90550, LC300 or LC500. Update the order status to 'tech onsite' and the workflow will look for the parameters in which a PM checklist is required and will auto attach. Common missed step: After you Finalize the checklist you must select 'Print checklist' for the checklist to attach to the work order for the billing reviewer to review. **IMPORTANT** This is a Non Retail location and a scheduled appointment must be made in advance to ensure the machine will be made available prior to tech arrival on site. If a work market technician has to be used SDL must obtain approval from Higi prior to scheduling work. If the technician is unable to make contact on the first attempt, email EMSAR at higisupport@emsar.com so HIGI can be notified to provide us with an alternate contact name and number. Any calls made MUST be logged on the work order under Activity History with who you spoke to and date/time of call
📄 Description
90550,BP MONITOR,AD DISP,NO LIGHT

Timeline

📋
Work Order Created Jan 7, 11:09 AM
Work Order: WO-01333872
Type: Preventive Maintenance
Priority: PSM
📅
Status: Ready for Scheduling by Jessica Foley Jan 7, 1:34 PM
From: Entered
To: Ready for Scheduling
Duration in Previous: 2h 25m
✅
Status: Ready for Release by Allison Belyea Jan 7, 4:39 PM
From: Ready for Scheduling
To: Ready for Release
Duration in Previous: 3h 5m
🚨 74.9 business days
📅
Status: Ready for Scheduling by Chris Bakkemo Apr 23, 1:41 PM
From: Ready for Release
To: Ready for Scheduling
Duration in Previous: 105d 20h
🚨 41.0 business days
👷
▶
2 Technician Assigned Jun 22, 11:51 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 59d 22h
✅
Status: Ready for Release by Kaitlyn Kelch Jun 22, 12:22 PM
From: Assigned
To: Ready for Release
Duration in Previous: 30m
📅
Status: Ready for Scheduling by Rhea Berry Jun 22, 12:31 PM
From: Ready for Release
To: Ready for Scheduling
Duration in Previous: 9m
🚨 17.0 business days
👷
▶
3 Status: Assigned Jul 15, 5:34 PM
Status: Assigned → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Charles Ramen
Technician: Eric Alesi
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2026-07-17T20:00:00.000+0000
⏳ 2.8 business days
📅
Dispatch Scheduled by Charles Ramen Jul 17, 3:52 PM
Scheduled For: 2026-07-20T17:00:00.000+0000
⏳ 2.0 business days
⏱️
▶
2 5x Labor Added Jul 20, 7:14 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Eric Alesi
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 5d 1h, 0m
⏳ 2.6 business days
📄
Status: Ready to Bill by Timothy Amburgey Jul 22, 12:54 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 17h
📨
Status: Invoice Pending by Hannah Shaw Jul 22, 5:44 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 4h 49m
💰
Status: Invoiced by Hannah Shaw Jul 22, 6:01 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 17m
⚠️ 6.7 business days
🧾
Invoice Created Jul 30, 12:11 PM
Invoice Number: SM-268076

Bottlenecks

Ready for Scheduling
Duration: 40.8 business days (threshold: 1.0 business days)
Exceeded by 39.8 business days
Ready for Scheduling
Duration: 16.9 business days (threshold: 1.0 business days)
Exceeded by 15.9 business days
Scheduled
Duration: 3.3 business days (threshold: 2.0 business days)
Exceeded by 1.3 business days
Closed
Duration: 2.1 business days (threshold: 1.0 business days)
Exceeded by 1.1 business days

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Eric Alesi
Scheduled
Jul 20, 1:00 PM
Created
Jan 7, 11:09 AM
Invoice #
SM-268076

Work Details (5)

Name Type Status Qty Amount Date
WL-03300687 Labor Open 1.4166666666667 $0.00 Jul 20, 7:14 PM
WL-03300688 Labor Open 0.83333333333333 $0.00 Jul 20, 7:14 PM
WL-03300689 Labor Open 1.0833333333333 $0.00 Jul 20, 7:14 PM
WL-03300690 Travel Open 45 $0.00 Jul 20, 7:14 PM
WL-03300691 Travel Open 40 $0.00 Jul 20, 7:14 PM

Details