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← WO Overview

WO-01333938 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 B&R Super Saver #28 — 710 W State St, Grand Island NE, 68801

Jan 7, 2026 → Aug 18, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (28 biz days late)
Active: 45 biz days
Paused: 109 biz days
🕐 Clock stopped: Completed (Aug 18, 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
⏸35d
⏸ Clock Paused
Status: Ready for Release
Jan 7 → Feb 27, 2026
35 business days (not counted)
▶ Clock Running
Status: Entered
Feb 27 → Feb 27, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Canceled
Feb 27 → Mar 2, 2026
1 business day (counted)
Running total: 1 of ? biz days used
⏸38d
⏸ Clock Paused
Status: Ready for Release
Mar 2 → Apr 23, 2026
38 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
Apr 23 → Apr 23, 2026
0 business days (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Assigned
Apr 23 → Apr 23, 2026
0 business days (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Scheduled
Apr 23 → Apr 30, 2026
5 business days (counted)
Running total: 6 of ? biz days used
▶ Clock Running
Status: Entered
Apr 30 → Apr 30, 2026
0 business days (counted)
Running total: 6 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: 6 of ? biz days used
▶ Clock Running
Status: Assigned
May 28 → May 28, 2026
0 business days (counted)
Running total: 6 of ? biz days used
▶ Clock Running
Status: Scheduled
May 28 → Jun 1, 2026
2 business days (counted)
Running total: 8 of ? biz days used
▶ Clock Running
Status: Entered
Jun 1 → Jun 1, 2026
0 business days (counted)
Running total: 8 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: 17 of ? biz days used
▶ Clock Running
Status: Assigned
Jul 9 → Jul 9, 2026
0 business days (counted)
Running total: 17 of ? biz days used
▶ Clock Running
Status: Scheduled
Jul 9 → Jul 21, 2026
8 business days (counted)
Running total: 25 of ? biz days used
16d
▶ Clock Running
Status: Reschedule
Jul 21 → Aug 12, 2026
16 business days (counted)
Running total: 41 of ? biz days used
▶ Clock Running
Status: Assigned
Aug 12 → Aug 12, 2026
0 business days (counted)
Running total: 41 of ? biz days used
▶ Clock Running
Status: Scheduled
Aug 12 → Aug 18, 2026
4 business days (counted)
Running total: 45 of ? biz days used
Created: Jan 7, 2026 Completed: Aug 18, 2026
Show SLA Clock Detail (22 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 → Feb 27 Ready for Release ⏸ Paused 35 —
Feb 27 → Feb 27 Entered ▶ Running 0 0
Feb 27 → Mar 2 Canceled ▶ Running 1 1
Mar 2 → Apr 23 Ready for Release ⏸ Paused 38 —
Apr 23 → Apr 23 Ready for Scheduling ▶ Running 0 1
Apr 23 → Apr 23 Assigned ▶ Running 0 1
Apr 23 → Apr 30 Scheduled ▶ Running 5 6
Apr 30 → Apr 30 Entered ▶ Running 0 6
Apr 30 → May 28 Ready for Release ⏸ Paused 19 —
May 28 → May 28 Ready for Scheduling ▶ Running 0 6
May 28 → May 28 Assigned ▶ Running 0 6
May 28 → Jun 1 Scheduled ▶ Running 2 8
Jun 1 → Jun 1 Entered ▶ Running 0 8
Jun 1 → Jun 25 Ready for Release ⏸ Paused 17 —
Jun 25 → Jul 9 Ready for Scheduling ▶ Running 9 17
Jul 9 → Jul 9 Assigned ▶ Running 0 17
Jul 9 → Jul 21 Scheduled ▶ Running 8 25
Jul 21 → Aug 12 Reschedule ▶ Running 16 41
Aug 12 → Aug 12 Assigned ▶ Running 0 41
Aug 12 → Aug 18 Scheduled ▶ Running 4 45
Dispatch 0.3d
Holding 110.5d (excluded)
Coordinators 49.7d
Field Work 0.0d
Billing 2.0d
✗ SLA Missed
Dispatch
0.3 days
Holding (excluded from total)
110.5 days
Coordinators
49.7 days
Over SLA
Field Work
0.0 days
Billing
2.0 days
Over SLA
Created: Jan 7, 2026 Due: Apr 30, 2026 Completed: Aug 18, 2026 (109 days late)
📅
155.0 days Total Age
⏱️
38.5d in Ready for Release Longest Stage
🔄
20 transitions Status Changes
⚠️
38.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
8 lines Work Details
🏠
2 visits On-Site Trips
📋
Coordinator Scheduling
🔄
2 On-Site Visits (1 reschedule)
2 on-site visits — follow-up trip required
Visit 1 Aug 17, 2026
Visit 2 Aug 18, 2026

AI Analysis

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Generating AI analysis...
Completed with significant delays
Invoiced • 288 days old
🚨
Primary Delay 38.5 days stuck in "Ready for Release"
⏱️
Total Delay 38.1 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
11.6d / 1.0d SLA
Ready for Release
110.5d
Canceled
2.0d
Scheduled
21.8d / 2.0d SLA
Assigned
0.0d / 0.5d SLA
Reschedule
16.3d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
0.0d / 1.0d SLA
Ready to Bill
2.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

7/24/26 CDempsey- Needs to be rescheduled when we have a tech in area.

7/21/26 CDempsey- Due to security delay at earlier site, tech will not make it to this last location for the day. I am putting into Rescheduled status.

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.


Pulled from canceled because a WM tech completed the repair. The PM is still needed.


2/27/26 lcoonrod cancelling PM and adding to repair case 00572295

🔧 Work Performed
18 Aug 2026 BJH: PM performed, no issues Counter: 2110
🔍 Technician Findings
18 Aug 2026 BJH: Unit working
⚠️ 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
Model 300 with Backboard

Timeline

📋
Work Order Created Jan 7, 11:09 AM
Work Order: WO-01333938
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
🚨 35.9 business days
🆕
Status: Entered by Leona Coonrod Feb 27, 9:14 AM
From: Ready for Release, Entered
To: Entered, Canceled
Duration in Previous: 50d 16h, 0m
⏳ 2.0 business days
✅
Status: Ready for Release by Jessica Foley Mar 2, 3:18 PM
From: Canceled
To: Ready for Release
Duration in Previous: 3d 6h
🚨 39.0 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: 51d 21h
👷
▶
3 Technician Assigned Apr 23, 3:20 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 1h 39m, 0m
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-04-30T21:00:00.000+0000
⚠️ 5.0 business days
📅
Dispatch Scheduled by Kaitlyn Kelch Apr 29, 10:21 AM
Scheduled For: 2026-04-30T17:30:00.000+0000
🆕
Status: Entered by Kaitlyn Kelch Apr 30, 9:12 AM
From: Scheduled, Entered
To: Entered, Ready for Release
Duration in Previous: 6d 17h, 0m
🚨 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 13h
👷
▶
4 Status: Assigned May 28, 1:55 PM
Status: Assigned → Technician Assigned → Status: Scheduled → Dispatch Scheduled
👷
Technician Assigned by Kaitlyn Kelch
Technician: Curtis Sprague
🗓️
Status: Scheduled by Kaitlyn Kelch
From: Assigned
To: Scheduled
Duration in Previous: 3m
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-06-09T14:00:00.000+0000
⏳ 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, 8:41 AM
From: Ready for Release
To: Ready for Scheduling
Duration in Previous: 23d 16h
🚨 10.0 business days
👷
▶
4 Technician Assigned Jul 9, 3:40 PM
Technician Assigned → Status: Assigned → Status: Scheduled → Dispatch Scheduled
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 14d 6h
🗓️
Status: Scheduled by Kaitlyn Kelch
From: Assigned
To: Scheduled
Duration in Previous: 4m
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-07-21T19:30:00.000+0000
⚠️ 8.0 business days
📅
Dispatch Scheduled by Kaitlyn Kelch Jul 20, 4:22 PM
Scheduled For: 2026-07-21T20:30:00.000+0000
⏳ 2.0 business days
🔄
Status: Reschedule by Craig Dempsey Jul 21, 5:57 PM
From: Scheduled
To: Reschedule
Duration in Previous: 12d 2h
🚨 16.8 business days
👷
▶
3 Technician Assigned Aug 12, 12:08 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Kaitlyn Kelch
From: Reschedule, Assigned
To: Assigned, Scheduled
Duration in Previous: 21d 18h, 0m
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-08-18T15:00:00.000+0000
💵
Expenses Added Aug 12, 1:43 PM
Type: Expenses
Status: Open
Qty: 1
⏳ 4.0 business days
⏱️
2x Labor Added Aug 17, 7:54 PM
Type: Labor, Travel
Status: Open
Qty: 4.75, 274
💵
Expenses Added Aug 18, 8:18 AM
Type: Expenses
Status: Open
Qty: 1
⏱️
▶
2 2x Labor Added Aug 18, 9:28 AM
2x Labor Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
⏱️
▶
3 Labor Added Aug 18, 9:33 AM
Labor Added → Status: Completed → Status: Closed
✔️
Status: Completed by Ben Heinz
From: Scheduled
To: Completed
Duration in Previous: 5d 21h
🏁
Status: Closed by Ben Heinz
From: Completed
To: Closed
Duration in Previous: 1m
📄
Status: Ready to Bill by Timothy Amburgey Aug 18, 9:59 AM
From: Closed
To: Ready to Bill
Duration in Previous: 23m
⏳ 2.0 business days
📨
Status: Invoice Pending by Hannah Shaw Aug 19, 11:32 AM
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 1d 1h, 0m
🚨 30.0 business days
🧾
Invoice Created Sep 30, 2:12 PM
Invoice Number: SM-270530

Bottlenecks

Scheduled
Duration: 5.6 business days (threshold: 2.0 business days)
Exceeded by 3.6 business days
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
Reschedule
Duration: 16.3 business days (threshold: 2.0 business days)
Exceeded by 14.3 business days
Scheduled
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
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
Ben Heinz
Scheduled
Aug 18, 11:00 AM
Created
Jan 7, 11:09 AM
Invoice #
SM-270530

Work Details (8)

Name Type Status Qty Amount Date
WL-03331395 Expenses Open 1 $0.00 Aug 12, 1:43 PM
WL-03339299 Labor Open 4.75 $0.00 Aug 17, 7:54 PM
WL-03339300 Travel Open 274 $0.00 Aug 17, 7:54 PM
WL-03339665 Expenses Open 1 $0.00 Aug 18, 8:18 AM
WL-03339750 Labor Open 0.33333333333333 $0.00 Aug 18, 9:28 AM
WL-03339751 Travel Open 5.2 $0.00 Aug 18, 9:28 AM
WL-03339754 Expenses Open 1 $0.00 Aug 18, 9:29 AM
WL-03339759 Labor Open 0.66666666666667 $0.00 Aug 18, 9:33 AM

Details