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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01333876 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 ROSEMOUNT /EMERSON — 12001 TECHNOLOGY DR., EDEN PRAIRIE MN, 55344

Jan 7, 2026 → Sep 4, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (76 biz days late)
Active: 93 biz days
Paused: 74 biz days
🕐 Clock stopped: Completed (Sep 4, 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)
15d
▶ Clock Running
Status: Ready for Scheduling
Apr 23 → May 14, 2026
15 business days (counted)
Running total: 15 of ? biz days used
▶ Clock Running
Status: Entered
May 14 → May 14, 2026
0 business days (counted)
Running total: 15 of ? biz days used
16d
▶ Clock Running
Status: On Hold
May 14 → Jun 8, 2026
16 business days (counted)
Running total: 31 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jun 8 → Jun 12, 2026
4 business days (counted)
Running total: 35 of ? biz days used
▶ Clock Running
Status: Entered
Jun 12 → Jun 12, 2026
0 business days (counted)
Running total: 35 of ? biz days used
▶ Clock Running
Status: On Hold
Jun 12 → Jun 16, 2026
2 business days (counted)
Running total: 37 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jun 16 → Jun 22, 2026
3 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 Running
Status: Ready for Scheduling
Jun 22 → Jul 8, 2026
11 business days (counted)
Running total: 51 of ? biz days used
39d
▶ Clock Running
Status: Assigned
Jul 8 → Sep 1, 2026
39 business days (counted)
Running total: 90 of ? biz days used
▶ Clock Running
Status: Scheduled
Sep 1 → Sep 4, 2026
3 business days (counted)
Running total: 93 of ? biz days used
Created: Jan 7, 2026 Completed: Sep 4, 2026
Show SLA Clock Detail (14 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 → May 14 Ready for Scheduling ▶ Running 15 15
May 14 → May 14 Entered ▶ Running 0 15
May 14 → Jun 8 On Hold ▶ Running 16 31
Jun 8 → Jun 12 Ready for Scheduling ▶ Running 4 35
Jun 12 → Jun 12 Entered ▶ Running 0 35
Jun 12 → Jun 16 On Hold ▶ Running 2 37
Jun 16 → Jun 22 Ready for Scheduling ▶ Running 3 40
Jun 22 → Jun 22 Assigned ▶ Running 0 40
Jun 22 → Jul 8 Ready for Scheduling ▶ Running 11 51
Jul 8 → Sep 1 Assigned ▶ Running 39 90
Sep 1 → Sep 4 Scheduled ▶ Running 3 93
Dispatch 0.3d
Holding 94.1d (excluded)
Coordinators 80.1d
Field Work 0.0d
Billing 1.0d
✗ SLA Missed
Dispatch
0.3 days
Holding (excluded from total)
94.1 days
Coordinators
80.1 days
Over SLA
Field Work
0.0 days
Billing
1.0 days
Created: Jan 7, 2026 Due: Feb 28, 2026 Completed: Sep 4, 2026 (187 days late)
📅
168.0 days Total Age
⏱️
74.3d in Ready for Release Longest Stage
🔄
15 transitions Status Changes
⚠️
74.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
0 lines Work Details
📋
Coordinator Scheduling

AI Analysis

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Generating AI analysis...
Completed with significant delays
Invoiced • 288 days old
🚨
Primary Delay 74.3 days stuck in "Ready for Release"
⏱️
Total Delay 74.1 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
36.5d / 1.0d SLA
Ready for Release
74.3d
On Hold
19.8d
Assigned
39.5d / 0.5d SLA
Scheduled
4.0d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Ready to Bill
1.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
9/4/26 RS @David Carvalho

9/4/2026jsells-sent chatter from work order

@Ronnie Salone​ @Brandi Alvarez​ Hi Team, this work order is showing on our follow-up report for us to create a new work order. I do see store intervention, unit not onsite -Remove from future PM schedule, please advise if a follow-up is required @Lawrence Yoder​ 

9/1/2026 CRamen spoke with Mike Meyer 952-204-6621 and scheduled Shakopee location @9am. Tech to park in visitors lot, enter visitors entrance and check in with security to sign in asking for Mike Meyer where Mike will excort tech to the Chanhassen and Eden Prairie locations after. Call logged on WO-01334408

7/21/26 RBerry- Confirmation has not been received yet. Was testing confirmation buttons.


7/13/26 RBerry- Emailed Mike Meyer to schedule for 7/14/26 with arrival time between 9-11AM. Waiting for confirmation. See logged email.


7/10/26 RBerry- Emailed Mike Meyer to schedule for 7/14/26 with arrival time between 9-11AM. Waiting for confirmation. See logged email.


7/10/26 RBerry- LM with Mike Meyer to schedule for 7/14/26 with arrival time between 9-11AM. 


07/10/2026 SRobinson- Per Mike Meyer, "Melissa forwarded your message on to me. Please update your contact information with my name in place of Melissa’s and keep Michele Janke.


I look forward to communication regarding the upcoming scheduling of our BP equipment."

Updated contact to Mike Meyer.

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.  


New contact info added 6/16/26 and put into RFS


5/14/2026 CRamen number no longer working. Returning to dispatch/Placing on Hold and escalating to AM. 


3/26/2026 CRamen Left a vm for Marie 952-949-5034 requesting scheduling for Friday 3/27/2026 with tech arrival between 12-2pm. 


01/12/2026 LHill-LM at 952-949-5034 for Maria to confirm contact & equipment.


01/12/2026 LHill-contact info not on WO. found contact info on location..952-949-5034 for Maria.

🔧 Work Performed
9/4/26 No unit is located at this site per Mike Meyers. Cancel future PM appointments
🔍 Technician Findings
Unit is no longer at this location.
⚠️ 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 an appointment must be coordinated in advance. If the technician or scheduler is unable to make contact with the onsite point of contact, they must notify Texas Medical Screening before departing the site. TMS may be able to provide an alternate contact or additional site access information. Primary TMS Contact: James Williams Phone: 726-202-3465. All contact attempts must be logged on the work order, including who was contacted, the date and time of the attempt, the phone number called, and the outcome of the communication attempt.
📄 Description
90550,BP MONITOR, NO AD DISPLAY

Timeline

📋
Work Order Created Jan 7, 11:09 AM
Work Order: WO-01333876
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
🚨 16.0 business days
🆕
Status: Entered by Charles Ramen May 14, 1:46 PM
From: Ready for Scheduling, Entered
To: Entered, On Hold
Duration in Previous: 21d 0h, 0m
🚨 17.0 business days
📅
Status: Ready for Scheduling by Chris Bakkemo Jun 8, 12:30 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 24d 22h
⚠️ 5.0 business days
🆕
Status: Entered by Charles Ramen Jun 12, 11:58 AM
From: Ready for Scheduling, Entered
To: Entered, On Hold
Duration in Previous: 3d 23h, 0m
⏳ 3.0 business days
📅
Status: Ready for Scheduling by Chris Bakkemo Jun 16, 4:12 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 4d 4h
⏳ 4.0 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: 5d 19h
📅
Status: Ready for Scheduling by Rhea Berry Jun 22, 12:31 PM
From: Assigned
To: Ready for Scheduling
Duration in Previous: 40m
🚨 12.0 business days
👷
▶
2 Technician Assigned Jul 8, 4:19 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Scheduling
To: Assigned
Duration in Previous: 16d 3h
🚨 40.0 business days
🗓️
▶
2 Status: Scheduled Sep 1, 10:49 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2026-09-04T16:00:00.000+0000
⏳ 4.0 business days
✔️
▶
2 Status: Completed Sep 4, 11:52 AM
Status: Completed → Status: Closed
🏁
Status: Closed by Ronnie Salone
From: Completed
To: Closed
Duration in Previous: 1m
⏳ 2.0 business days
📄
Status: Ready to Bill by Hannah Shaw Sep 8, 10:06 AM
From: Closed
To: Ready to Bill
Duration in Previous: 3d 22h
📨
Status: Invoice Pending by Hannah Shaw Sep 8, 5:56 PM
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 7h 50m
🚨 14.8 business days
🧾
Invoice Created Sep 28, 10:08 PM
Invoice Number: SM-272350

Bottlenecks

Ready for Scheduling
Duration: 15.8 business days (threshold: 1.0 business days)
Exceeded by 14.8 business days
Ready for Scheduling
Duration: 4.9 business days (threshold: 1.0 business days)
Exceeded by 3.9 business days
Ready for Scheduling
Duration: 3.5 business days (threshold: 1.0 business days)
Exceeded by 2.5 business days
Ready for Scheduling
Duration: 11.9 business days (threshold: 1.0 business days)
Exceeded by 10.9 business days
Assigned
Duration: 39.5 business days (threshold: 4.0 business hours)
Exceeded by 39.0 business days
Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Ronnie Salone
Scheduled
Sep 4, 12:00 PM
Created
Jan 7, 11:09 AM
Invoice #
SM-272350

Details