Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01333942 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 Pfizer — 1776 Centennial Dr, McPherson KS, 67460

Jan 7, 2026 → Jul 21, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (43 biz days late)
Active: 60 biz days
Paused: 74 biz days
🕐 Clock stopped: Completed (Jul 21, 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 24, 2026
1 business day (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Assigned
Apr 24 → May 1, 2026
5 business days (counted)
Running total: 6 of ? biz days used
▶ Clock Running
Status: Entered
May 1 → May 1, 2026
0 business days (counted)
Running total: 6 of ? biz days used
25d
▶ Clock Running
Status: On Hold
May 1 → Jun 8, 2026
25 business days (counted)
Running total: 31 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jun 8 → Jun 16, 2026
6 business days (counted)
Running total: 37 of ? biz days used
▶ Clock Running
Status: On Hold
Jun 16 → Jun 16, 2026
0 business days (counted)
Running total: 37 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jun 16 → Jun 22, 2026
3 business days (counted)
Running total: 40 of ? biz days used
▶ Clock Running
Status: Assigned
Jun 22 → Jun 22, 2026
0 business days (counted)
Running total: 40 of ? biz days used
⏸ Clock Paused
Status: Ready for Release
Jun 22 → Jun 22, 2026
0 business days (not counted)
12d
▶ Clock Running
Status: Ready for Scheduling
Jun 22 → Jul 9, 2026
12 business days (counted)
Running total: 52 of ? biz days used
▶ Clock Running
Status: Assigned
Jul 9 → Jul 14, 2026
3 business days (counted)
Running total: 55 of ? biz days used
▶ Clock Running
Status: Scheduled
Jul 14 → Jul 21, 2026
5 business days (counted)
Running total: 60 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Jul 21 → Jul 21, 2026
0 business days (counted)
Running total: 60 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jul 21 → Jul 21, 2026
0 business days (counted)
Running total: 60 of ? biz days used
Created: Jan 7, 2026 Completed: Jul 21, 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 24 Ready for Scheduling ▶ Running 1 1
Apr 24 → May 1 Assigned ▶ Running 5 6
May 1 → May 1 Entered ▶ Running 0 6
May 1 → Jun 8 On Hold ▶ Running 25 31
Jun 8 → Jun 16 Ready for Scheduling ▶ Running 6 37
Jun 16 → Jun 16 On Hold ▶ Running 0 37
Jun 16 → Jun 22 Ready for Scheduling ▶ Running 3 40
Jun 22 → Jun 22 Assigned ▶ Running 0 40
Jun 22 → Jun 22 Ready for Release ⏸ Paused 0
Jun 22 → Jul 9 Ready for Scheduling ▶ Running 12 52
Jul 9 → Jul 14 Assigned ▶ Running 3 55
Jul 14 → Jul 21 Scheduled ▶ Running 5 60
Jul 21 → Jul 21 Tech Off Site ▶ Running 0 60
Jul 21 → Jul 21 Tech On Site ▶ Running 0 60
Dispatch 0.3d
Holding 100.0d (excluded)
Coordinators 41.2d
Field Work 0.2d
Billing 0.8d
✗ SLA Missed
Dispatch
0.3 days
Holding (excluded from total)
100.0 days
Coordinators
41.2 days
Over SLA
Field Work
0.2 days
Billing
0.8 days
Created: Jan 7, 2026 Due: Apr 30, 2026 Completed: Jul 21, 2026 (81 days late)
📅
135.0 days Total Age
⏱️
74.3d in Ready for Release Longest Stage
🔄
18 transitions Status Changes
⚠️
34.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 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 34.6 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
25.5d / 1.0d SLA
Ready for Release
74.3d
Assigned
9.6d / 0.5d SLA
On Hold
25.7d
Scheduled
6.0d / 2.0d SLA
Tech On Site
0.2d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.9d / 1.0d SLA
Ready to Bill
0.8d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

7/14 Kkelch called Dalyn to schedule for 7/21 at 9 am. Customer confirmed scheduling date, time, equipment and address. Dalyn will be the onsite POC and 620-245-6100 is the best phone number for her. No access requirements. 


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.


06/08 Updated POC. Please schedule

5/1 KKelch placed on hold due to 3 failed attempts to contact

4/30/26 CDempsey- Waiting to hear back from customer.

4/30 KKelch called Anda to schedule for today at 9 am. Left Vm. 

4/27 KKelch called Anda to schedule for 4/30 at 9 am. Left Vm. 

4/24 KKelch called Anda to schedule for 4/30 at 9 am. Left VM. 

🔧 Work Performed
Pm of unit
🔍 Technician Findings
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
⚠️ 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-01333942
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 24, 9:27 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 19h 45m
⚠️ 6.0 business days
🆕
Status: Entered by Kaitlyn Kelch May 1, 2:35 PM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 7d 5h, 0m
🚨 26.0 business days
📅
Status: Ready for Scheduling by Chris Bakkemo Jun 8, 12:24 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 37d 21h
⚠️ 7.0 business days
⏸️
Status: On Hold by Chris Bakkemo Jun 16, 4:07 PM
From: Ready for Scheduling, On Hold
To: On Hold, Ready for Scheduling
Duration in Previous: 8d 3h, 0m
4.0 business days
👷
2 Technician Assigned Jun 22, 11:51 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 5d 19h
2 Status: Ready for Release Jun 22, 12:29 PM
Status: Ready for Release → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Rhea Berry
From: Ready for Release
To: Ready for Scheduling
Duration in Previous: 2m
🚨 13.0 business days
👷
2 Technician Assigned Jul 9, 3:40 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 17d 3h
4.0 business days
🗓️
2 Status: Scheduled Jul 14, 10:41 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-07-21T14:00:00.000+0000
⚠️ 6.0 business days
🚗
Status: Tech Off Site by Darrell Hendrix Jul 21, 11:03 AM
From: Scheduled, Tech Off Site
To: Tech Off Site, Tech On Site
Duration in Previous: 7d 0h, 0m
✔️
3 Status: Completed Jul 21, 12:42 PM
Status: Completed → 3x Labor Added → Status: Closed
⏱️
3x Labor Added
Type: Labor, Travel
Status: Open
Qty: 1.6666666666667, 1.3333333333333, 61
🏁
Status: Closed by Darrell Hendrix
From: Completed
To: Closed
Duration in Previous: 2m
📄
Status: Ready to Bill by Timothy Amburgey Jul 22, 11:33 AM
From: Closed
To: Ready to Bill
Duration in Previous: 22h 48m
📨
Status: Invoice Pending by Hannah Shaw Jul 22, 5:44 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 6h 10m
💰
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

Ready for Scheduling
Duration: 1.8 business days (threshold: 1.0 business days)
Exceeded by 6.3 business hours
Assigned
Duration: 6.0 business days (threshold: 4.0 business hours)
Exceeded by 5.5 business days
Ready for Scheduling
Duration: 6.9 business days (threshold: 1.0 business days)
Exceeded by 5.9 business days
Ready for Scheduling
Duration: 3.5 business days (threshold: 1.0 business days)
Exceeded by 2.5 business days
Ready for Scheduling
Duration: 12.9 business days (threshold: 1.0 business days)
Exceeded by 11.9 business days
Assigned
Duration: 3.5 business days (threshold: 4.0 business hours)
Exceeded by 3.0 business days
Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Closed
Duration: 1.9 business days (threshold: 1.0 business days)
Exceeded by 7.2 business hours

🔗 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, 10:00 AM
Created
Jan 7, 11:09 AM
Invoice #
SM-268076

Work Details (3)

Name Type Status Qty Amount Date
WL-03301294 Labor Open 1.6666666666667 $0.00 Jul 21, 12:44 PM
WL-03301295 Labor Open 1.3333333333333 $0.00 Jul 21, 12:44 PM
WL-03301296 Travel Open 61 $0.00 Jul 21, 12:44 PM

Details