Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01333940 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 Premise Health Balboa Ave. — 8650 Balboa Ave., San Diego CA, 92123

Jan 7, 2026 → May 1, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed
Active: 5 biz days
Paused: 74 biz days
🕐 Clock stopped: Tech Off Site (Apr 30, 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 27, 2026
2 business days (counted)
Running total: 2 of ? biz days used
▶ Clock Running
Status: Scheduled
Apr 27 → Apr 30, 2026
3 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 30 → Apr 30, 2026
0 business days (counted)
Running total: 5 of ? biz days used
Created: Jan 7, 2026 Tech Off Site: Apr 30, 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 → Apr 23 Ready for Scheduling ▶ Running 0 0
Apr 23 → Apr 27 Assigned ▶ Running 2 2
Apr 27 → Apr 30 Scheduled ▶ Running 3 5
Apr 30 → Apr 30 Tech On Site ▶ Running 0 5
Dispatch 0.3d
Holding 74.3d (excluded)
Coordinators 7.1d
Field Work 1.9d
Billing 2.3d
✗ SLA Missed
Dispatch
0.3 days
Holding (excluded from total)
74.3 days
Coordinators
7.1 days
Over SLA
Field Work
1.9 days
Billing
2.3 days
Created: Jan 7, 2026 Due: Apr 30, 2026 Completed: May 1, 2026 (on time)
📅
81.0 days Total Age
⏱️
74.3d in Ready for Release Longest Stage
🔄
13 transitions Status Changes
⚠️
5.1d 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 minor delays
Invoiced • 221 days old
🚨
Primary Delay 74.3 days stuck in "Ready for Release"
⏱️
Total Delay 5.1 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
0.9d / 1.0d SLA
Ready for Release
74.3d
Assigned
2.3d / 0.5d SLA
Scheduled
3.9d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Tech Off Site
1.9d / 2.0d SLA
Closed
3.4d / 1.0d SLA
WO Correction Needed
2.0d
Ready to Bill
0.3d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

5.4.26 hshaw - missing FSR form with cust print name & signature

4-27 Mburris email from POC Don to set for 4-30 9am

4-23 Mburris email sent to POC looking for 4-30 with an arrival window between 9am and 10:30am.

🔧 Work Performed
- arrived on site and was escorted to machine in need of PM - took pictures of unit at location - wiped down unit - performed bp test and stop button test successfully - opened up back of unit and entered service mode - connected manometer and began pressure calibration test at every 50mmHg - bp system was within specifications and passed all tests - retrieved use count: 3396 - disconnected manometer and return unit to normal operation mode - closed unit up and performed bp test to verify proper operation - stop button also tested once again - unit operating properly as intended - wiped down unit one final time and packed up tools to leave site
🔍 Technician Findings
Found unit in need of 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
Model 300 with Backboard

Timeline

📋
Work Order Created Jan 7, 11:09 AM
Work Order: WO-01333940
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
👷
2 Technician Assigned Apr 23, 5:31 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: Ready for Scheduling
To: Assigned
Duration in Previous: 3h 49m
2.8 business days
🗓️
2 Status: Scheduled Apr 27, 12:55 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-04-30T16:00:00.000+0000
4.0 business days
🔧
Status: Tech On Site by Jeffrey Pastor Apr 30, 12:25 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 2d 23h
🚗
Status: Tech Off Site by Jeffrey Pastor Apr 30, 12:59 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 34m
2.0 business days
⏱️
5x Labor Added May 1, 1:40 PM
Type: Labor, Travel
Status: Open
Qty: 3.5, 1, 130
✔️
Status: Completed by Jeffrey Pastor May 1, 2:22 PM
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 1d 1h, 0m
2.0 business days
✏️
Status: WO Correction Needed by Hannah Shaw May 4, 10:13 AM
From: Closed
To: WO Correction Needed
Duration in Previous: 2d 19h
2.0 business days
🏁
Status: Closed by Jeffrey Pastor May 5, 2:30 PM
From: WO Correction Needed
To: Closed
Duration in Previous: 1d 4h
📄
Status: Ready to Bill by Hannah Shaw May 6, 11:09 AM
From: Closed
To: Ready to Bill
Duration in Previous: 20h 38m
📨
Status: Invoice Pending by Hannah Shaw May 6, 1:09 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 2h 0m
🧾
2 Invoice Created May 6, 1:15 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Hannah Shaw
From: Invoice Pending
To: Invoiced
Duration in Previous: 6m

Bottlenecks

Assigned
Duration: 2.3 business days (threshold: 4.0 business hours)
Exceeded by 1.8 business days
Scheduled
Duration: 3.9 business days (threshold: 2.0 business days)
Exceeded by 1.9 business days
Closed
Duration: 1.7 business days (threshold: 1.0 business days)
Exceeded by 5.6 business hours
Closed
Duration: 1.7 business days (threshold: 1.0 business days)
Exceeded by 5.5 business hours

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Jeffrey Pastor
Scheduled
Apr 30, 12:00 PM
Created
Jan 7, 11:09 AM
Invoice #
SM-261122

Work Details (5)

Name Type Status Qty Amount Date
WL-03211027 Labor Open 3.5 $0.00 May 1, 1:40 PM
WL-03211028 Labor Open 1 $0.00 May 1, 1:40 PM
WL-03211029 Labor Open 3.5 $0.00 May 1, 1:40 PM
WL-03211030 Travel Open 130 $0.00 May 1, 1:40 PM
WL-03211031 Travel Open 130 $0.00 May 1, 1:40 PM

Details