Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01333913 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 Jims U-Save — 219 Q St, Aurora NE, 68818

Jan 7, 2026 → Jul 21, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (8 biz days late)
Active: 25 biz days
Paused: 110 biz days
🕐 Clock stopped: Completed (Jul 22, 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)
▶ Clock Running
Status: Ready for Scheduling
Apr 23 → Apr 23, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Apr 23 → Apr 23, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Scheduled
Apr 23 → Apr 30, 2026
5 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Entered
Apr 30 → Apr 30, 2026
0 business days (counted)
Running total: 5 of ? biz days used
⏸19d
⏸ Clock Paused
Status: Ready for Release
Apr 30 → May 28, 2026
19 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
May 28 → May 28, 2026
0 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Assigned
May 28 → May 28, 2026
0 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Scheduled
May 28 → Jun 1, 2026
2 business days (counted)
Running total: 7 of ? biz days used
▶ Clock Running
Status: Entered
Jun 1 → Jun 1, 2026
0 business days (counted)
Running total: 7 of ? biz days used
⏸17d
⏸ Clock Paused
Status: Ready for Release
Jun 1 → Jun 25, 2026
17 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
Jun 25 → Jul 9, 2026
9 business days (counted)
Running total: 16 of ? biz days used
▶ Clock Running
Status: Assigned
Jul 9 → Jul 9, 2026
0 business days (counted)
Running total: 16 of ? biz days used
▶ Clock Running
Status: Scheduled
Jul 9 → Jul 21, 2026
8 business days (counted)
Running total: 24 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jul 21 → Jul 22, 2026
1 business day (counted)
Running total: 25 of ? biz days used
Created: Jan 7, 2026 Completed: Jul 22, 2026
Show SLA Clock Detail (17 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 → Apr 23 Ready for Scheduling ▶ Running 0 0
Apr 23 → Apr 23 Assigned ▶ Running 0 0
Apr 23 → Apr 30 Scheduled ▶ Running 5 5
Apr 30 → Apr 30 Entered ▶ Running 0 5
Apr 30 → May 28 Ready for Release ⏸ Paused 19 —
May 28 → May 28 Ready for Scheduling ▶ Running 0 5
May 28 → May 28 Assigned ▶ Running 0 5
May 28 → Jun 1 Scheduled ▶ Running 2 7
Jun 1 → Jun 1 Entered ▶ Running 0 7
Jun 1 → Jun 25 Ready for Release ⏸ Paused 17 —
Jun 25 → Jul 9 Ready for Scheduling ▶ Running 9 16
Jul 9 → Jul 9 Assigned ▶ Running 0 16
Jul 9 → Jul 21 Scheduled ▶ Running 8 24
Jul 21 → Jul 22 Tech On Site ▶ Running 1 25
Dispatch 0.9d
Holding 110.8d (excluded)
Coordinators 28.5d
Field Work 0.4d
Billing 0.8d
✗ SLA Missed
Dispatch
0.9 days
Over SLA
Holding (excluded from total)
110.8 days
Coordinators
28.5 days
Over SLA
Field Work
0.4 days
Billing
0.8 days
Created: Jan 7, 2026 Due: Apr 30, 2026 Completed: Jul 22, 2026 (82 days late)
📅
135.2 days Total Age
⏱️
74.3d in Ready for Release Longest Stage
🔄
19 transitions Status Changes
⚠️
20.0d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...
Completed with significant delays
Invoiced • 221 days old
🚨
Primary Delay 74.3 days stuck in "Ready for Release"
⏱️
Total Delay 20.0 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.9d / 0.5d SLA
Ready for Scheduling
11.6d / 1.0d SLA
Ready for Release
110.8d
Scheduled
16.9d / 2.0d SLA
Assigned
0.0d / 0.5d SLA
Tech On Site
0.4d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.0d / 1.0d SLA
Ready to Bill
0.8d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

7/9/26 CDempsey- Good one for Hendrix week of 20th.

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

🔧 Work Performed
I arrived on location and found said unit. I then inspected the unit and found unit in good working condition. I then function tested unit using manometer then testing blood pressure unit passed all test. I then cleaned and sterilized unit. I then removed the old PM sticker and placed new sticker to unit. Had manager sign authorization. Unit is in service
🔍 Technician Findings
Pm of unit
⚠️ 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.
📄 Description
90550, BP Monitor, Front Facing Ad Display

Timeline

📋
Work Order Created Jan 7, 11:09 AM
Work Order: WO-01333913
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, 4:37 PM
From: Ready for Scheduling
To: Ready for Release
Duration in Previous: 3h 2m
🚨 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
👷
▶
3 Technician Assigned Apr 23, 3:19 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 1h 37m, 0m
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-04-30T21:00:00.000+0000, 2026-04-30T19:30:00.000+0000
⚠️ 5.0 business days
📅
Dispatch Scheduled by Kaitlyn Kelch Apr 29, 10:21 AM
Scheduled For: 2026-04-30T16:00:00.000+0000
🆕
Status: Entered by Kaitlyn Kelch Apr 30, 9:12 AM
From: Scheduled
To: Entered
Duration in Previous: 6d 17h
✅
Status: Ready for Release by Kaitlyn Kelch Apr 30, 2:21 PM
From: Entered
To: Ready for Release
Duration in Previous: 5h 8m
🚨 19.0 business days
📅
Status: Ready for Scheduling by Rhea Berry May 27, 10:21 PM
From: Ready for Release
To: Ready for Scheduling
Duration in Previous: 27d 8h
👷
▶
4 Technician Assigned May 28, 1:55 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled → Status: Scheduled
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 15h 34m
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-06-09T15:30:00.000+0000
🗓️
Status: Scheduled by Kaitlyn Kelch
From: Assigned
To: Scheduled
Duration in Previous: 4m
⏳ 3.0 business days
🆕
Status: Entered by Kaitlyn Kelch Jun 1, 4:18 PM
From: Scheduled, Entered
To: Entered, Ready for Release
Duration in Previous: 4d 2h, 0m
🚨 18.0 business days
📅
Status: Ready for Scheduling by Rhonnie Reeves Jun 25, 9:05 AM
From: Ready for Release
To: Ready for Scheduling
Duration in Previous: 23d 16h
🚨 10.0 business days
👷
▶
4 Status: Assigned Jul 9, 3:40 PM
Status: Assigned → Technician Assigned → Status: Scheduled → Dispatch Scheduled
👷
Technician Assigned by Kaitlyn Kelch
Technician: Darrell Hendrix
🗓️
Status: Scheduled by Kaitlyn Kelch
From: Assigned
To: Scheduled
Duration in Previous: 3m
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-07-21T17:00:00.000+0000, 2026-07-21T18:30:00.000+0000, 2026-07-21T18:00:00.000+0000
⚠️ 8.0 business days
📅
Dispatch Scheduled by Kaitlyn Kelch Jul 20, 4:22 PM
Scheduled For: 2026-07-21T19:30:00.000+0000, 2026-07-21T19:00:00.000+0000
⏳ 2.0 business days
🔧
Status: Tech On Site by Darrell Hendrix Jul 21, 6:10 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 12d 2h
✔️
▶
3 Status: Completed Jul 21, 9:28 PM
Status: Completed → 6x Labor Added → Status: Closed
⏱️
6x Labor Added
Type: Labor, Expenses, Travel
Status: Open
Qty: 3, 1, 2.6666666666667, 232, 121
🏁
Status: Closed by Darrell Hendrix
From: Completed
To: Closed
Duration in Previous: 4m
📄
Status: Ready to Bill by Timothy Amburgey Jul 22, 11:34 AM
From: Closed
To: Ready to Bill
Duration in Previous: 14h 0m
📨
Status: Invoice Pending by Hannah Shaw Jul 22, 5:44 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 6h 9m
💰
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

Scheduled
Duration: 5.6 business days (threshold: 2.0 business days)
Exceeded by 3.6 business days
Entered
Duration: 5.1 business hours (threshold: 4.0 business hours)
Exceeded by 1.1 business hours
Scheduled
Duration: 2.8 business days (threshold: 2.0 business days)
Exceeded by 6.0 business hours
Ready for Scheduling
Duration: 10.0 business days (threshold: 1.0 business days)
Exceeded by 9.0 business days
Scheduled
Duration: 8.5 business days (threshold: 2.0 business days)
Exceeded by 6.5 business days

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Darrell Hendrix
Scheduled
Jul 21, 3:00 PM
Created
Jan 7, 11:09 AM
Invoice #
SM-268076

Work Details (6)

Name Type Status Qty Amount Date
WL-03302223 Labor Open 3 $0.00 Jul 21, 9:32 PM
WL-03302224 Labor Open 1 $0.00 Jul 21, 9:32 PM
WL-03302225 Labor Open 2.6666666666667 $0.00 Jul 21, 9:32 PM
WL-03302226 Expenses Open 1 $0.00 Jul 21, 9:32 PM
WL-03302227 Travel Open 232 $0.00 Jul 21, 9:32 PM
WL-03302228 Travel Open 121 $0.00 Jul 21, 9:32 PM

Details