Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01333891 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 BURLINGTON NRTRN. SANTA FE — 4301 California St NE-Diesel shop, MINNEAPOLIS MN, 55421

Jan 7, 2026 → May 4, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed
Active: 7 biz days
Paused: 74 biz days
🕐 Clock stopped: Completed (May 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)
7d
▶ Clock Running
Status: Ready for Scheduling
Apr 23 → May 4, 2026
7 business days (counted)
Running total: 7 of ? biz days used
▶ Clock Running
Status: Assigned
May 4 → May 4, 2026
0 business days (counted)
Running total: 7 of ? biz days used
▶ Clock Running
Status: Scheduled
May 4 → May 4, 2026
0 business days (counted)
Running total: 7 of ? biz days used
▶ Clock Running
Status: Tech On Site
May 4 → May 4, 2026
0 business days (counted)
Running total: 7 of ? biz days used
Created: Jan 7, 2026 Completed: May 4, 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 7 Ready for Scheduling ▶ Running 0 0
Jan 7 → Apr 23 Ready for Release ⏸ Paused 74 —
Apr 23 → May 4 Ready for Scheduling ▶ Running 7 7
May 4 → May 4 Assigned ▶ Running 0 7
May 4 → May 4 Scheduled ▶ Running 0 7
May 4 → May 4 Tech On Site ▶ Running 0 7
Dispatch 0.3d
Holding 74.3d (excluded)
Coordinators 8.4d
Field Work 0.1d
Billing 2.0d
✗ SLA Missed
Dispatch
0.3 days
Holding (excluded from total)
74.3 days
Coordinators
8.4 days
Over SLA
Field Work
0.1 days
Billing
2.0 days
Over SLA
Created: Jan 7, 2026 Due: Mar 31, 2026 Completed: May 4, 2026 (33 days late)
📅
82.0 days Total Age
⏱️
74.3d in Ready for Release Longest Stage
🔄
11 transitions Status Changes
⚠️
8.7d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Completed with minor delays
Invoiced • 221 days old
🚨
Primary Delay 74.3 days stuck in "Ready for Release"
⏱️
Total Delay 8.7 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
8.2d / 1.0d SLA
Ready for Release
74.3d
Assigned
0.0d / 0.5d SLA
Scheduled
0.2d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.9d / 1.0d SLA
Ready to Bill
2.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

4/5/2026 CRamen left a vm for a returned call to schedule

🔧 Work Performed
5/4/26 Traveled to site Found unit in break room Completed PM Tested unit Completed paperwork Traveled from site Closed WO
🔍 Technician Findings
Counter# 293,312. Unit is plugged in upon arrival Unit needed 2026 PM
⚠️ 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, NO AD DISPLAY

Timeline

📋
Work Order Created Jan 7, 11:09 AM
Work Order: WO-01333891
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
🚨 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
⚠️ 8.0 business days
👷
▶
4 Technician Assigned May 4, 10:27 AM
Technician Assigned → Status: Assigned → Status: Scheduled → Dispatch Scheduled
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling
To: Assigned
Duration in Previous: 10d 20h
🗓️
Status: Scheduled by Charles Ramen
From: Assigned
To: Scheduled
Duration in Previous: 1m
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2026-05-04T15:00:00.000+0000
📅
Dispatch Scheduled by Ronnie Salone May 4, 10:57 AM
Scheduled For: 2026-05-04T17:00:00.000+0000
🔧
▶
2 Status: Tech On Site May 4, 12:07 PM
Status: Tech On Site → 2x Labor Added
⏱️
2x Labor Added
Type: Labor, Travel
Status: Open
Qty: 0.25
⏱️
▶
4 Labor Added May 4, 12:32 PM
Labor Added → Status: Completed → Dispatch Scheduled → 2x Labor Added
✔️
Status: Completed by Ronnie Salone
From: Tech On Site
To: Completed
Duration in Previous: 25m
📅
Dispatch Scheduled by Ronnie Salone
Scheduled For: 2026-05-04T16:15:00.000+0000
⏱️
2x Labor Added
Type: Labor, Travel
Status: Open
Qty: 0.46667, 10
🏁
Status: Closed by Ronnie Salone May 4, 12:44 PM
From: Completed
To: Closed
Duration in Previous: 11m
📄
Status: Ready to Bill by Hannah Shaw May 5, 10:06 AM
From: Closed
To: Ready to Bill
Duration in Previous: 21h 21m
⏳ 2.0 business days
📨
Status: Invoice Pending by Hannah Shaw May 6, 1:09 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 1d 3h
💰
Status: Invoiced by Hannah Shaw May 6, 1:15 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 6m
🚨 25.0 business days
🧾
Invoice Created Jun 10, 4:41 PM
Invoice Number: SM-261122

Bottlenecks

Ready for Scheduling
Duration: 7.8 business days (threshold: 1.0 business days)
Exceeded by 6.8 business days
Closed
Duration: 1.9 business days (threshold: 1.0 business days)
Exceeded by 7.3 business hours
Ready to Bill
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
May 4, 12:15 PM
Created
Jan 7, 11:09 AM
Invoice #
SM-261122

Work Details (5)

Name Type Status Qty Amount Date
WL-03213499 Labor Open 0.25 $0.00 May 4, 12:10 PM
WL-03213500 Travel Open 2 $0.00 May 4, 12:10 PM
WL-03213536 Labor Open 0.25 $0.00 May 4, 12:32 PM
WL-03213545 Labor Open 0.46667 $0.00 May 4, 12:34 PM
WL-03213546 Travel Open 10 $0.00 May 4, 12:34 PM

Details