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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01333884 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 NAVAL WAR COLLEGE — 686 CUSHING RD, NEWPORT RI, 02841

Jan 7, 2026 → Present

⛔ Blocked
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
⚠ 161 biz days overdue
Active: 177 biz days
Paused: 23 biz days
▶ 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
⏸23d
⏸ Clock Paused
Status: Ready for Release
Jan 7 → Feb 10, 2026
23 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
Feb 10 → Feb 17, 2026
4 business days (counted)
Running total: 4 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 17 → Feb 23, 2026
4 business days (counted)
Running total: 8 of ? biz days used
74d
▶ Clock Running
Status: On Hold
Feb 23 → Jun 8, 2026
74 business days (counted)
Running total: 82 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jun 8 → Jun 8, 2026
0 business days (counted)
Running total: 82 of ? biz days used
▶ Clock Running
Status: Assigned
Jun 8 → Jun 10, 2026
2 business days (counted)
Running total: 84 of ? biz days used
▶ Clock Running
Status: On Hold
Jun 10 → Jun 19, 2026
6 business days (counted)
Running total: 90 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jun 19 → Jun 22, 2026
1 business day (counted)
Running total: 91 of ? biz days used
▶ Clock Running
Status: Assigned
Jun 22 → Jun 22, 2026
0 business days (counted)
Running total: 91 of ? biz days used
29d
▶ Clock Running
Status: On Hold
Jun 22 → Aug 3, 2026
29 business days (counted)
Running total: 120 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Aug 3 → Aug 3, 2026
0 business days (counted)
Running total: 120 of ? biz days used
▶ Clock Running
Status: Assigned
Aug 3 → Aug 5, 2026
2 business days (counted)
Running total: 122 of ? biz days used
41d
▶ Clock Running
Status: On Hold
Aug 5 → Oct 2, 2026
41 business days (counted)
Running total: 163 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 2 → Oct 2, 2026
0 business days (counted)
Running total: 163 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 2 → Oct 5, 2026
1 business day (counted)
Running total: 164 of ? biz days used
▶ Clock Running
Status: Scheduled
Oct 5 → Oct 19, 2026
9 business days (counted)
Running total: 173 of ? biz days used
▶ Clock Running
Status: Reschedule
Oct 19 → Oct 20, 2026
1 business day (counted)
Running total: 174 of ? biz days used
▶ Clock Running
Status: On Hold
Oct 20 → Oct 23, 2026
3 business days (counted)
Running total: 177 of ? biz days used
Created: Jan 7, 2026 Today
Show SLA Clock Detail (20 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 → Feb 10 Ready for Release ⏸ Paused 23 —
Feb 10 → Feb 17 Ready for Scheduling ▶ Running 4 4
Feb 17 → Feb 23 Assigned ▶ Running 4 8
Feb 23 → Jun 8 On Hold ▶ Running 74 82
Jun 8 → Jun 8 Ready for Scheduling ▶ Running 0 82
Jun 8 → Jun 10 Assigned ▶ Running 2 84
Jun 10 → Jun 19 On Hold ▶ Running 6 90
Jun 19 → Jun 22 Ready for Scheduling ▶ Running 1 91
Jun 22 → Jun 22 Assigned ▶ Running 0 91
Jun 22 → Aug 3 On Hold ▶ Running 29 120
Aug 3 → Aug 3 Ready for Scheduling ▶ Running 0 120
Aug 3 → Aug 5 Assigned ▶ Running 2 122
Aug 5 → Oct 2 On Hold ▶ Running 41 163
Oct 2 → Oct 2 Ready for Scheduling ▶ Running 0 163
Oct 2 → Oct 5 Assigned ▶ Running 1 164
Oct 5 → Oct 19 Scheduled ▶ Running 9 173
Oct 19 → Oct 20 Reschedule ▶ Running 1 174
Oct 20 → Oct 23 On Hold ▶ Running 3 177
Dispatch 0.3d
Holding 177.3d (excluded)
Coordinators 30.6d
⚠ Overdue
Dispatch
0.3 days
Holding (excluded from total)
177.3 days
Coordinators
30.6 days
Over SLA
Created: Jan 7, 2026 Due: Mar 31, 2026 (206 days overdue)
📅
201.0 days Total Age
⏱️
75.0d in On Hold Longest Stage
🔄
19 transitions Status Changes
⚠️
21.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
0 lines Work Details

AI Analysis

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Generating AI analysis...
Behind Schedule - Needs Attention
On Hold • 288 days old
🚨
Primary Delay 75.0 days stuck in "On Hold"
⏱️
Total Delay 21.6 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
6.0d / 1.0d SLA
Ready for Release
23.3d
Assigned
12.6d / 0.5d SLA
On Hold
154.0d
Scheduled
10.0d / 2.0d SLA
Reschedule
2.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
10/20 KSmith -- Per Gaston, "Sorry for not replying yesterday, the school email was down and only had access to my medical one. I talked to our financial people, and they are still waiting on a quote for the scheduled service before we can proceed with this. Just wondering if we have received that yet since I am going back on emails and having a hard time finding it. We are going to have to postpone tomorrow service unfortunately. I'm sorry about this confusion. Thank you!"

10/19 KSmith -- FSE called off today. Left message for Gaston to reschedule for 10/21

10/5 KSmith -- Scheduled for 10/19 with Gaston. 9-11am

10/5 KSmith -- Sent email to schedule for 10/19

10/5/26 MArnold- POC emailed back and confirmed infromation.

Address confirmed: Yes

Unit on site: yes

Unit located in a public space: Public

Call before Arrival: Yes

Scheduling ahead needed: yes

Certain day or time: 4pm-5pm M-F

Confirmed contact:

Yescas Gaston

520-225-9593 or 401-856-5262 gaston.yescas@usnwc.edu 


10/2 KSmith -- Sent email to schedule for 10/19

10/2/26 MArnold- email sent to gaston.yescas@usnwc.edu


10/2/26 BA - As per TMS SI report, POC is Gaston Yescas 520-225-9593 or 401-856-5262 gaston.yescas@usnwc.edu


8/5 KSmith -- Rang for a minute and never went to VM. Placing on hold again due to no response from POC.

8/4 KSmith -- Rang for a minute and never went to VM

8/3 KSmith -- Rang for a minute and never went to VM

08/03 Updated POC (Alternate POC Rodney Calvin 401-856-5698). Please schedule


6/22 KSmith -- Per Shawn, "I apologize for the delayed response. Our medical team will be reaching out to obtain a proposal for the annual preventative maintenance. Once approved, a work date can be coordinated. Thank you.  

 

Shawn Bogdan

Director, Facilities

Naval War College

686 Cushing Road

Newport, RI 02841"

6/22 KSmith -- Customer requires a quote before scheduling service. Mary Francis 401-856-5717, mary.francis@usnwc.edu

6/22 KSmith -- Left VM and sent emails to schedule for 7/3

06/19 Changed POC per TMS. Please schedule.

6/10 KSmith -- Per Nicholas, "You must have got the wrong contact. I am in Boulder, CO. our Kiosk does need maintenance, but I was told they will not maintenance it because we no longer pay its subscription/ lease." Placing back on hold/escalating due to no POC for this facility

6/10 KSmith -- Phone number is not a working number. Sending email to schedule for 6/12

6/9 KSmith -- Sent email to schedule for 6/12

2/23 KSmith -- Placing on hold/escalating due to no response from POC

2/20 KSmith -- Left VM to schedule for 2/24

2/19 KSmith -- Left VM to schedule for next week. Sending email as well.

2/18 KSmith -- Sent email to schedule for 2/24

2/17 KSmith -- Sent email to schedule for 2/24

Missed this one in 2025. New contact provided. Please schedule PM

🔧 Work Performed
8/5 KSmith -- Rang for a minute and never went to VM. Placing on hold again due to no response from POC. 8/4 KSmith -- Rang for a minute and never went to VM 8/3 KSmith -- Rang for a minute and never went to VM 08/03 Updated POC (Alternate POC Rodney Calvin 401-856-5698). Please schedule 6/22 KSmith -- Per Shawn, "I apologize for the delayed response. Our medical team will be reaching out to obtain a proposal for the annual preventative maintenance. Once approved, a work date can be coordinated. Thank you. Shawn Bogdan Director, Facilities Naval War College 686 Cushing Road Newport, RI 02841" 6/22 KSmith -- Customer requires a quote before scheduling service. Mary Francis 401-856-5717, mary.francis@usnwc.edu 6/22 KSmith -- Left VM and sent emails to schedule for 7/3 06/19 Changed POC per TMS. Please schedule. 6/10 KSmith -- Per Nicholas, "You must have got the wrong contact. I am in Boulder, CO. our Kiosk does need maintenance, but I was told they will not maintenance it because we no longer pay its subscription/ lease." Placing back on hold/escalating due to no POC for this facility 6/10 KSmith -- Phone number is not a working number. Sending email to schedule for 6/12 6/9 KSmith -- Sent email to schedule for 6/12 2/23 KSmith -- Placing on hold/escalating due to no response from POC 2/20 KSmith -- Left VM to schedule for 2/24 2/19 KSmith -- Left VM to schedule for next week. Sending email as well. 2/18 KSmith -- Sent email to schedule for 2/24 2/17 KSmith -- Sent email to schedule for 2/24
⚠️ 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-01333884
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, 4:38 PM
From: Ready for Scheduling
To: Ready for Release
Duration in Previous: 3h 3m
🚨 23.9 business days
📅
Status: Ready for Scheduling by Chris Bakkemo Feb 10, 4:18 PM
From: Ready for Release
To: Ready for Scheduling
Duration in Previous: 33d 23h
⏳ 5.0 business days
👷
▶
2 Technician Assigned Feb 17, 11:57 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 6d 19h
⚠️ 5.0 business days
⏸️
Status: On Hold by Kourtney Smith Feb 23, 10:16 AM
From: Assigned
To: On Hold
Duration in Previous: 5d 22h
🚨 75.0 business days
📅
Status: Ready for Scheduling by Chris Bakkemo Jun 8, 12:19 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 105d 1h
👷
▶
2 Technician Assigned Jun 8, 12:50 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 30m
⏳ 3.0 business days
⏸️
Status: On Hold by Kourtney Smith Jun 10, 9:57 AM
From: Assigned
To: On Hold
Duration in Previous: 1d 21h
⚠️ 7.0 business days
📅
Status: Ready for Scheduling by Chris Bakkemo Jun 19, 2:31 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 9d 4h
⏳ 1.0 business days
👷
▶
2 Technician Assigned Jun 22, 8:28 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2d 17h
⏸️
Status: On Hold by Kourtney Smith Jun 22, 11:17 AM
From: Assigned
To: On Hold
Duration in Previous: 2h 48m
🚨 30.0 business days
📅
Status: Ready for Scheduling by Chris Bakkemo Aug 3, 10:46 AM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 41d 23h
👷
▶
2 Technician Assigned Aug 3, 11:31 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 45m
⏳ 3.0 business days
⏸️
Status: On Hold by Kourtney Smith Aug 5, 9:11 AM
From: Assigned
To: On Hold
Duration in Previous: 1d 21h
🚨 42.0 business days
📅
Status: Ready for Scheduling by Brandi Alvarez Oct 2, 3:07 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 58d 5h
👷
▶
2 Technician Assigned Oct 2, 3:55 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 47m
⏳ 2.0 business days
🗓️
▶
2 Status: Scheduled Oct 5, 10:05 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-10-19T13:30:00.000+0000
🚨 10.0 business days
🔄
Status: Reschedule by Kourtney Smith Oct 19, 9:22 AM
From: Scheduled
To: Reschedule
Duration in Previous: 13d 23h
⏸️
Status: On Hold by Kourtney Smith Oct 20, 8:16 AM
From: Reschedule
To: On Hold
Duration in Previous: 22h 53m

Bottlenecks

Ready for Scheduling
Duration: 4.3 business days (threshold: 1.0 business days)
Exceeded by 3.3 business days
Assigned
Duration: 4.9 business days (threshold: 4.0 business hours)
Exceeded by 4.4 business days
Assigned
Duration: 2.9 business days (threshold: 4.0 business hours)
Exceeded by 2.4 business days
Assigned
Duration: 3.0 business days (threshold: 4.0 business hours)
Exceeded by 2.5 business days
Assigned
Duration: 1.5 business days (threshold: 4.0 business hours)
Exceeded by 1.0 business days
Scheduled
Duration: 10.0 business days (threshold: 2.0 business days)
Exceeded by 8.0 business days

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
On Hold
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Unassigned
Scheduled
N/A
Created
Jan 7, 11:09 AM
Invoice #
N/A

Details