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WO-01333967 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 Premise Health Coromar Dr — 75 Coromar Dr., Bldg H03-Lakeview Rm, Goleta CA, 93117

Jan 7, 2026 → May 5, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed
Active: 9 biz days
Paused: 74 biz days
🕐 Clock stopped: Completed (May 6, 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 → Apr 24, 2026
0 business days (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Scheduled
Apr 24 → Apr 28, 2026
2 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Entered
Apr 28 → Apr 28, 2026
0 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Assigned
Apr 28 → Apr 28, 2026
0 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Scheduled
Apr 28 → Apr 30, 2026
2 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
▶ Clock Running
Status: Scheduled
Apr 30 → May 5, 2026
3 business days (counted)
Running total: 8 of ? biz days used
▶ Clock Running
Status: Tech On Site
May 5 → May 6, 2026
1 business day (counted)
Running total: 9 of ? biz days used
Created: Jan 7, 2026 Completed: May 6, 2026
Show SLA Clock Detail (12 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 → Apr 24 Assigned ▶ Running 0 1
Apr 24 → Apr 28 Scheduled ▶ Running 2 3
Apr 28 → Apr 28 Entered ▶ Running 0 3
Apr 28 → Apr 28 Assigned ▶ Running 0 3
Apr 28 → Apr 30 Scheduled ▶ Running 2 5
Apr 30 → Apr 30 Tech On Site ▶ Running 0 5
Apr 30 → May 5 Scheduled ▶ Running 3 8
May 5 → May 6 Tech On Site ▶ Running 1 9
Dispatch 0.3d
Holding 74.3d (excluded)
Coordinators 12.0d
Field Work 0.3d
Billing 0.0d
✗ SLA Missed
Dispatch
0.3 days
Holding (excluded from total)
74.3 days
Coordinators
12.0 days
Over SLA
Field Work
0.3 days
Billing
0.0 days
Created: Jan 7, 2026 Due: Apr 30, 2026 Completed: May 6, 2026 (5 days late)
📅
83.2 days Total Age
⏱️
74.3d in Ready for Release Longest Stage
🔄
14 transitions Status Changes
⚠️
4.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
8 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
👤 Self-scheduled by Omar Serrano — scheduling delays attributed to technician, not coordinators
Visit 1 Apr 30, 2026
Visit 2 May 5, 2026

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 4.6 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
2.2d / 1.0d SLA
Ready for Release
74.3d
Assigned
0.0d / 0.5d SLA
Scheduled
9.8d / 2.0d SLA
Tech On Site
0.3d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.0d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

4-24 Mburris email from POC Suzanne to st for 4-30 between 8 and 9:30am

4-23 Mburris email sent to POC looking for 4-29 with an arrival window between 10am and 11:30am

🔧 Work Performed
4/30/26 arrived at location but when calling poc she informed me she was not aware of my arrival and that i would need to have submitted documentation to allow me access to facility. Rescheduling would be required. 5/5/26 Arrived on site and checked in with security and poc already meeting me at front of building. Once at unit verified correct unit and conducted Full PM on unit. Ensuring to follow all steps listed in work instructions, completed all required test with no issues. Completed Pm checklist and informed customer unit having no further issues.
🔍 Technician Findings
Kiosk found powered on with no physical damage Counter 44367
⚠️ 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-01333967
Type: Preventive Maintenance
Priority: PSM
📅
Status: Ready for Scheduling by Jessica Foley Jan 7, 1:43 PM
From: Entered
To: Ready for Scheduling
Duration in Previous: 2h 33m
Status: Ready for Release by Allison Belyea Jan 7, 4:37 PM
From: Ready for Scheduling
To: Ready for Release
Duration in Previous: 2h 53m
🚨 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, 11:05 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: Ready for Scheduling
To: Assigned
Duration in Previous: 21h 23m
🗓️
2 Status: Scheduled Apr 24, 11:10 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-04-30T15:00:00.000+0000
3.0 business days
🆕
3 Status: Entered Apr 28, 11:11 AM
Status: Entered → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Michael Burris
Technician: Omar Serrano
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-04-30T15:00:00.000+0000
3.0 business days
🔧
3 Status: Tech On Site Apr 30, 1:23 PM
Status: Tech On Site → Dispatch Scheduled → Status: Scheduled
📅
Dispatch Scheduled by Omar Serrano
Scheduled For: 2026-05-05T16:30:00.000+0000
🗓️
Status: Scheduled by Omar Serrano
From: Tech On Site
To: Scheduled
Duration in Previous: 3m
2.2 business days
⏱️
5x Labor Added May 4, 1:31 AM
Type: Labor, Travel
Status: Open
Qty: 0.25, 3, 115
2.0 business days
🔧
Status: Tech On Site by Omar Serrano May 5, 7:35 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 5d 6h
🚗
2 3x Travel Added May 5, 10:01 PM
3x Travel Added → Status: Completed
✔️
Status: Completed by Omar Serrano
From: Tech On Site
To: Completed
Duration in Previous: 2h 28m
🏁
Status: Closed by Omar Serrano May 5, 10:08 PM
From: Completed
To: Closed
Duration in Previous: 5m
📄
2 Status: Ready to Bill May 6, 1:07 PM
Status: Ready to Bill → Status: Invoice Pending
📨
Status: Invoice Pending by Hannah Shaw
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 1m
💰
Status: Invoiced by Hannah Shaw May 6, 1:15 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 6m
🚨 18.0 business days
🧾
Invoice Created Jun 1, 4:10 PM
Invoice Number: SM-261122

Bottlenecks

Ready for Scheduling
Duration: 1.8 business days (threshold: 1.0 business days)
Exceeded by 6.3 business hours
Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days
Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days
Scheduled
Duration: 3.8 business days (threshold: 2.0 business days)
Exceeded by 1.8 business days

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Omar Serrano
Scheduled
May 5, 12:30 PM
Created
Jan 7, 11:09 AM
Invoice #
SM-261122

Work Details (8)

Name Type Status Qty Amount Date
WL-03213147 Labor Open 0.25 $0.00 May 4, 1:31 AM
WL-03213148 Labor Open 3 $0.00 May 4, 1:31 AM
WL-03213149 Travel Open 115 $0.00 May 4, 1:31 AM
WL-03213150 Labor Open 3 $0.00 May 4, 1:31 AM
WL-03213151 Travel Open 115 $0.00 May 4, 1:31 AM
WL-03215840 Travel Open 116 $0.00 May 5, 10:01 PM
WL-03215841 Labor Open 3 $0.00 May 5, 10:01 PM
WL-03215842 Labor Open 1 $0.00 May 5, 10:01 PM

Details