Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01333923 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 Lewis Family Drug #55 — 401 2nd St, Ida Grove IA, 51445

Jan 7, 2026 → Mar 11, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed
Active: 5 biz days
Paused: 38 biz days
🕐 Clock stopped: Completed (Mar 11, 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
⏸38d
⏸ Clock Paused
Status: Ready for Release
Jan 7 → Mar 4, 2026
38 business days (not counted)
▶ Clock Running
Status: Assigned
Mar 4 → Mar 4, 2026
0 business days (counted)
Running total: 0 of ? biz days used
5d
▶ Clock Running
Status: Scheduled
Mar 4 → Mar 11, 2026
5 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 11 → Mar 11, 2026
0 business days (counted)
Running total: 5 of ? biz days used
Created: Jan 7, 2026 Completed: Mar 11, 2026
Show SLA Clock Detail (6 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 → Mar 4 Ready for Release ⏸ Paused 38 —
Mar 4 → Mar 4 Assigned ▶ Running 0 0
Mar 4 → Mar 11 Scheduled ▶ Running 5 5
Mar 11 → Mar 11 Tech On Site ▶ Running 0 5
Dispatch 0.3d
Holding 38.3d (excluded)
Coordinators 6.0d
Field Work 0.0d
Billing 0.0d
✗ SLA Missed
Dispatch
0.3 days
Holding (excluded from total)
38.3 days
Coordinators
6.0 days
Over SLA
Field Work
0.0 days
Billing
0.0 days
Created: Jan 7, 2026 Due: Apr 30, 2026 Completed: Mar 11, 2026 (50 days early)
📅
44.0 days Total Age
⏱️
38.3d in Ready for Release Longest Stage
🔄
8 transitions Status Changes
⚠️
3.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 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 38.3 days stuck in "Ready for Release"
⏱️
Total Delay 3.8 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
0.4d / 1.0d SLA
Ready for Release
38.3d
Scheduled
5.7d / 2.0d SLA
Tech On Site
0.0d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.1d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
3/11/26 Traveled to site Completed PM Tested unit Completed paperwork Closed WO
🔍 Technician Findings
Counter# 146,610. 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.
📄 Description
90550,BP MONITOR,AD DISP,NO LIGHT

Timeline

📋
Work Order Created Jan 7, 11:09 AM
Work Order: WO-01333923
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
🚨 38.9 business days
👷
▶
3 Technician Assigned Mar 4, 1:41 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Charles Ramen
From: Ready for Release, Assigned
To: Assigned, Scheduled
Duration in Previous: 55d 21h, 0m
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2026-03-11T14:45:00.000+0000, 2026-03-11T15:30:00.000+0000, 2026-03-11T15:15:00.000+0000
⚠️ 5.0 business days
🚗
Travel Added Mar 10, 7:28 PM
Type: Travel
Status: Open
Qty: 25
📅
Dispatch Scheduled by Ronnie Salone Mar 10, 7:54 PM
Scheduled For: 2026-03-11T15:00:00.000+0000
📅
Dispatch Scheduled by Ronnie Salone Mar 11, 9:57 AM
Scheduled For: 2026-03-11T15:30:00.000+0000
📅
Dispatch Scheduled by Ronnie Salone Mar 11, 10:23 AM
Scheduled For: 2026-03-11T16:00:00.000+0000
⏱️
▶
2 Labor Added Mar 11, 12:02 PM
Labor Added → Dispatch Scheduled
📅
Dispatch Scheduled by Ronnie Salone
Scheduled For: 2026-03-11T16:30:00.000+0000
🔧
Status: Tech On Site by Ronnie Salone Mar 11, 12:30 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 6d 21h
✔️
▶
3 Status: Completed Mar 11, 12:47 PM
Status: Completed → Labor Added → Status: Closed
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 0.25
🏁
Status: Closed by Ronnie Salone
From: Completed
To: Closed
Duration in Previous: 2m
📄
Status: Ready to Bill by Hannah Shaw Mar 11, 9:53 PM
From: Closed
To: Ready to Bill
Duration in Previous: 9h 2m
📨
Status: Invoice Pending by Hannah Shaw Mar 11, 10:02 PM
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 9m, 0m
⏳ 2.2 business days
🧾
Invoice Created Mar 13, 9:17 PM
Invoice Number: SM-256260

Bottlenecks

Scheduled
Duration: 5.7 business days (threshold: 2.0 business days)
Exceeded by 3.7 business days
Closed
Duration: 1.1 business days (threshold: 1.0 business days)
Exceeded by 1.0 business hours

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Ronnie Salone
Scheduled
Mar 11, 12:30 PM
Created
Jan 7, 11:09 AM
Invoice #
SM-256260

Work Details (3)

Name Type Status Qty Amount Date
WL-03138259 Travel Open 25 $0.00 Mar 10, 7:28 PM
WL-03139108 Labor Open 0.5 $0.00 Mar 11, 12:02 PM
WL-03139231 Labor Open 0.25 $0.00 Mar 11, 12:49 PM

Details