Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01333937 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 South Side Drug Store — 337 Church St, Ottumwa IA, 52501

Jan 7, 2026 → May 29, 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: 74 biz days
🕐 Clock stopped: Completed (May 29, 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)
20d
▶ Clock Running
Status: Ready for Scheduling
Apr 23 → May 21, 2026
20 business days (counted)
Running total: 20 of ? biz days used
▶ Clock Running
Status: Assigned
May 21 → May 21, 2026
0 business days (counted)
Running total: 20 of ? biz days used
▶ Clock Running
Status: Scheduled
May 21 → May 29, 2026
5 business days (counted)
Running total: 25 of ? biz days used
▶ Clock Running
Status: Tech On Site
May 29 → May 29, 2026
0 business days (counted)
Running total: 25 of ? biz days used
Created: Jan 7, 2026 Completed: May 29, 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 21 Ready for Scheduling ▶ Running 20 20
May 21 → May 21 Assigned ▶ Running 0 20
May 21 → May 29 Scheduled ▶ Running 5 25
May 29 → May 29 Tech On Site ▶ Running 0 25
Dispatch 0.3d
Holding 74.3d (excluded)
Coordinators 26.6d
Field Work 0.0d
Billing 0.0d
✗ SLA Missed
Dispatch
0.3 days
Holding (excluded from total)
74.3 days
Coordinators
26.6 days
Over SLA
Field Work
0.0 days
Billing
0.0 days
Created: Jan 7, 2026 Due: Apr 30, 2026 Completed: May 29, 2026 (28 days late)
📅
100.0 days Total Age
⏱️
74.3d in Ready for Release Longest Stage
🔄
9 transitions Status Changes
⚠️
24.2d 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 significant delays
Invoiced • 221 days old
🚨
Primary Delay 74.3 days stuck in "Ready for Release"
⏱️
Total Delay 24.2 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
21.2d / 1.0d SLA
Ready for Release
74.3d
Assigned
0.0d / 0.5d SLA
Scheduled
5.4d / 2.0d SLA
Tech On Site
0.0d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

5/20/2026 CRamen in scheduling meetiing with LYoder planning on possibly having RSalone grab this on the way back from St Joe MO next week Friday 5/29/2026


4/30 KSmith -- No FSE in the state to cover this. Will be covered when there is work in the area or an FSE is sent into the area to complete a kiosk route

🔧 Work Performed
5/29/26 Traveled to site Found unit plugged into wall outlet and functional Completed PM Tested unit Completed paperwork Closed WO
🔍 Technician Findings
Counter# 355.965. Unit is plugged into wall outlet 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-01333937
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
🚨 21.0 business days
👷
4 Technician Assigned May 21, 4:44 PM
Technician Assigned → Status: Assigned → Status: Scheduled → Dispatch Scheduled
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling
To: Assigned
Duration in Previous: 28d 3h
🗓️
Status: Scheduled by Charles Ramen
From: Assigned
To: Scheduled
Duration in Previous: 2m
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2026-05-29T15:00:00.000+0000
📅
Dispatch Scheduled by Charles Ramen May 21, 5:00 PM
Scheduled For: 2026-05-29T13:00:00.000+0000
💵
Expenses Added May 22, 11:15 AM
Type: Expenses
Status: Open
Qty: 1
4.0 business days
🚗
Travel Added May 28, 8:18 PM
Type: Travel
Status: Open
Qty: 2
💵
Expenses Added May 29, 8:39 AM
Type: Expenses
Status: Open
Qty: 1
📅
Dispatch Scheduled by Ronnie Salone May 29, 9:11 AM
Scheduled For: 2026-05-29T13:30:00.000+0000
🔧
Status: Tech On Site by Ronnie Salone May 29, 9:42 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 16h
⏱️
2 2x Labor Added May 29, 9:55 AM
2x Labor Added → Status: Completed
✔️
Status: Completed by Ronnie Salone
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 18m, 0m
📅
Dispatch Scheduled by Ronnie Salone May 29, 10:01 AM
Scheduled For: 2026-05-29T13:45:00.000+0000
2.0 business days
📄
Status: Ready to Bill by Hannah Shaw Jun 1, 10:16 AM
From: Closed
To: Ready to Bill
Duration in Previous: 3d 0h
📨
Status: Invoice Pending by Hannah Shaw Jun 1, 10:39 AM
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 22m, 0m
⚠️ 9.0 business days
🧾
Invoice Created Jun 11, 12:57 PM
Invoice Number: SM-263444

Bottlenecks

Ready for Scheduling
Duration: 20.8 business days (threshold: 1.0 business days)
Exceeded by 19.8 business days
Scheduled
Duration: 5.4 business days (threshold: 2.0 business days)
Exceeded by 3.4 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
May 29, 9:45 AM
Created
Jan 7, 11:09 AM
Invoice #
SM-263444

Work Details (5)

Name Type Status Qty Amount Date
WL-03235650 Expenses Open 1 $0.00 May 22, 11:15 AM
WL-03241266 Travel Open 2 $0.00 May 28, 8:18 PM
WL-03241607 Expenses Open 1 $0.00 May 29, 8:39 AM
WL-03241675 Labor Open 0.25 $0.00 May 29, 9:55 AM
WL-03241676 Labor Open 0.25 $0.00 May 29, 9:55 AM

Details