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← WO Overview

WO-01333893 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 BURLINGTON NRTRN. SANTA FE — 2304 N. 28TH, SUPERIOR WI, 54880

Jan 7, 2026 → Oct 13, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (95 biz days late)
Active: 112 biz days
Paused: 80 biz days
🕐 Clock stopped: Completed (Oct 13, 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 Running
Status: Ready for Scheduling
Jun 22 → Jul 8, 2026
11 business days (counted)
Running total: 51 of ? biz days used
35d
▶ Clock Running
Status: Assigned
Jul 8 → Aug 26, 2026
35 business days (counted)
Running total: 86 of ? biz days used
⏸ Clock Paused
Status: Ready for Release
Aug 26 → Aug 26, 2026
0 business days (not counted)
▶ Clock Running
Status: Entered
Aug 26 → Aug 26, 2026
0 business days (counted)
Running total: 86 of ? biz days used
⏸ Clock Paused
Status: Ready for Release
Aug 26 → Sep 3, 2026
6 business days (not counted)
21d
▶ Clock Running
Status: Assigned
Sep 3 → Oct 5, 2026
21 business days (counted)
Running total: 107 of ? biz days used
▶ Clock Running
Status: Scheduled
Oct 5 → Oct 13, 2026
5 business days (counted)
Running total: 112 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 13 → Oct 13, 2026
0 business days (counted)
Running total: 112 of ? biz days used
Created: Jan 7, 2026 Completed: Oct 13, 2026
Show SLA Clock Detail (13 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 → Jul 8 Ready for Scheduling ▶ Running 11 51
Jul 8 → Aug 26 Assigned ▶ Running 35 86
Aug 26 → Aug 26 Ready for Release ⏸ Paused 0 —
Aug 26 → Aug 26 Entered ▶ Running 0 86
Aug 26 → Sep 3 Ready for Release ⏸ Paused 6 —
Sep 3 → Oct 5 Assigned ▶ Running 21 107
Oct 5 → Oct 13 Scheduled ▶ Running 5 112
Oct 13 → Oct 13 Tech On Site ▶ Running 0 112
Dispatch 0.3d
Holding 81.3d (excluded)
Coordinators 116.6d
Field Work 0.6d
Billing 0.9d
✗ SLA Missed
Dispatch
0.3 days
Holding (excluded from total)
81.3 days
Coordinators
116.6 days
Over SLA
Field Work
0.6 days
Billing
0.9 days
Created: Jan 7, 2026 Due: Mar 31, 2026 Completed: Oct 14, 2026 (196 days late)
📅
193.4 days Total Age
⏱️
74.3d in Ready for Release Longest Stage
🔄
15 transitions Status Changes
⚠️
112.2d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled 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 112.2 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
53.1d / 1.0d SLA
Ready for Release
81.3d
Assigned
57.5d / 0.5d SLA
Scheduled
6.0d / 2.0d SLA
Tech On Site
0.0d / 1.0d SLA
Completed
0.6d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Ready to Bill
0.9d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/5/26 AJinerson - Called Kendra and confirmed scheduling tech visit for Tues. 10/13 with eta between 4pm-5pm CDT. Kendra confirmed they are open 24/7 and tech will have full access to the unit even if he arrives after 5pm. 

Location: Correct address. Open all the time.

Arrival instructions: Tech can park out front. There will be a car port. Go to the entrance/front door by the "statue". Enter door by the statue and buzz to get in. This will take you to the lunch room where the Kiosk is located. Kiosk is located in lunchroom on the opposite side of the door tech entered through. 


9/15/2026 CRamen per LYoder in scheduling meeting that no tech is available at this time but I am scanning calendars constatly looking for opportunities to squeeze some in as time allows. Perhaps Eric Alesi after his local work is caught up can do a run and Ronnie in October as he is currently full till 2nd week on October.


9/4/26 Marnold- Joe called and confirmed contact and equipment information..

Address Confirmed:Yes

Unit on site: Yes

Unit located in a public place: yes

Scheduling ahead needed: Stop by.

Certain day or time: 8am-5pm M-F

Confirmed contact: yes Kendra Lohman 715-394-1220


9/4/26 MArnold- POC Chis Rocca called back. He stated he will not be the correct POC. He will call me back with the ne POC info.


9/4/26 MArnold- LM to confirm contact and equipment information. 


9/3/26 MArnold- LM to confirm the contact and equipment information. Chris Rocca 218-828-7206



9/3/26 MArnold- I spoke with Kevin Wendt earlier regarding a different WO. His name was on this one too. I called him to verify that any WO with his name on it, we should call Chris Rocca 218-828-7206


9/3/26 RBerry- Called Kevin Wendt at 218-828-7206 to schedule for 10/13/26 with arrival time between 3-4:30PM. LM. 


9/3/26 Marnold- LM to confirm the contact and equipment information. Called 218-828-7206


9/3/26 Marnold- LM to confirm the contact and equipment information. Called 715-394-1221


9/2/26 Marnold- LM to confirm the contact and equipment information. Called 715-394-1221


9/2/26 MArnold- LM to confirm the contact and equipment information. Called 218-828-7206


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.  

🔧 Work Performed
10/13/26 Traveled to site Found unit plugged into wall outlet upon arrival Completed PM Completed paperwork Traveled from site Closed WO
🔍 Technician Findings
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 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-01333893
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
🚨 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 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
🚨 36.0 business days
✅
▶
2 Status: Ready for Release Aug 26, 9:36 AM
Status: Ready for Release → Status: Ready for Release
✅
Status: Ready for Release by Charles Ramen
From: Entered
To: Ready for Release
Duration in Previous: 0m
⚠️ 7.0 business days
👷
▶
2 Technician Assigned Sep 3, 10:47 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Release
To: Assigned
Duration in Previous: 8d 1h
🚨 22.0 business days
🗓️
▶
2 Status: Scheduled Oct 5, 10:09 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2026-10-13T21:00:00.000+0000
⚠️ 6.0 business days
📅
Dispatch Scheduled by Ronnie Salone Oct 13, 4:51 PM
Scheduled For: 2026-10-13T22:15:00.000+0000
💵
Expenses Added Oct 13, 5:13 PM
Type: Expenses
Status: Open
Qty: 1
🔧
Status: Tech On Site by Ronnie Salone Oct 13, 6:13 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 8d 8h
✔️
Status: Completed by Ronnie Salone Oct 13, 6:26 PM
From: Tech On Site
To: Completed
Duration in Previous: 12m
🚗
▶
2 5x Travel Added Oct 13, 11:16 PM
5x Travel Added → Status: Closed
🏁
Status: Closed by Ronnie Salone
From: Completed
To: Closed
Duration in Previous: 4h 50m
⏳ 2.1 business days
📄
Status: Ready to Bill by Hannah Shaw Oct 15, 10:58 AM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 11h
📨
Status: Invoice Pending by Hannah Shaw Oct 15, 5:58 PM
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 6h 59m, 0m
⏳ 1.8 business days
🧾
Invoice Created Oct 17, 12:54 AM
Invoice Number: SM-275286

Bottlenecks

Ready for Scheduling
Duration: 40.8 business days (threshold: 1.0 business days)
Exceeded by 39.8 business days
Ready for Scheduling
Duration: 11.9 business days (threshold: 1.0 business days)
Exceeded by 10.9 business days
Assigned
Duration: 35.5 business days (threshold: 4.0 business hours)
Exceeded by 35.0 business days
Assigned
Duration: 22.0 business days (threshold: 4.0 business hours)
Exceeded by 21.5 business days
Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 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
Oct 13, 6:15 PM
Created
Jan 7, 11:09 AM
Invoice #
SM-275286

Work Details (6)

Name Type Status Qty Amount Date
WL-03426407 Expenses Open 1 $0.00 Oct 13, 5:13 PM
WL-03426995 Travel Open 5 $0.00 Oct 13, 11:16 PM
WL-03426996 Labor Open 0.25 $0.00 Oct 13, 11:16 PM
WL-03426997 Labor Open 1.75 $0.00 Oct 13, 11:16 PM
WL-03426998 Travel Open 70 $0.00 Oct 13, 11:16 PM
WL-03426999 Labor Open 0.25 $0.00 Oct 13, 11:16 PM

Details