Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01333969 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 Steffen Drug — 214 N Broadway, Hartington NE, 68739

Jan 7, 2026 → Apr 29, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed
Active: 4 biz days
Paused: 74 biz days
🕐 Clock stopped: Completed (Apr 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)
▶ 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 23, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Scheduled
Apr 23 → Apr 29, 2026
4 business days (counted)
Running total: 4 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 29 → Apr 29, 2026
0 business days (counted)
Running total: 4 of ? biz days used
Created: Jan 7, 2026 Completed: Apr 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 → Apr 23 Ready for Scheduling ▶ Running 0 0
Apr 23 → Apr 23 Assigned ▶ Running 0 0
Apr 23 → Apr 29 Scheduled ▶ Running 4 4
Apr 29 → Apr 29 Tech On Site ▶ Running 0 4
Dispatch 0.3d
Holding 74.3d (excluded)
Coordinators 5.2d
Field Work 0.8d
Billing 0.1d
✗ SLA Missed
Dispatch
0.3 days
Holding (excluded from total)
74.3 days
Coordinators
5.2 days
Over SLA
Field Work
0.8 days
Billing
0.1 days
Created: Jan 7, 2026 Due: Apr 30, 2026 Completed: Apr 29, 2026 (1 days early)
📅
79.0 days Total Age
⏱️
74.3d in Ready for Release Longest Stage
🔄
11 transitions Status Changes
⚠️
2.7d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
7 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...
Completed with minor delays
Invoiced • 221 days old
🚨
Primary Delay 74.3 days stuck in "Ready for Release"
⏱️
Total Delay 2.7 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
0.8d / 1.0d SLA
Ready for Release
74.3d
Assigned
0.0d / 0.5d SLA
Scheduled
4.4d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Completed
0.7d / 1.0d SLA
Closed
1.3d / 1.0d SLA
Ready to Bill
0.1d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

4/23 KKelch called site to schedule for 4/29 at 11 am. Jack confirmed. 

🔧 Work Performed
29 Apr 2026 BJH: PM performed, no issues found
🔍 Technician Findings
Counter# 294,053. 29 Apr 2026 BJH: SYstem 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. **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,AD DISP,NO LIGHT

Timeline

📋
Work Order Created Jan 7, 11:09 AM
Work Order: WO-01333969
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
👷
4 Technician Assigned Apr 23, 4:53 PM
Technician Assigned → Status: Assigned → Status: Scheduled → Dispatch Scheduled
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 3h 12m
🗓️
Status: Scheduled by Kaitlyn Kelch
From: Assigned
To: Scheduled
Duration in Previous: 2m
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-04-29T16:00:00.000+0000
💵
2x Expenses Added Apr 24, 10:38 AM
Type: Expenses
Status: Open
Qty: 1
4.0 business days
🔧
Status: Tech On Site by Ben Heinz Apr 29, 11:17 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 5d 18h
🚗
3x Travel Added Apr 29, 11:47 AM
Type: Travel, Labor
Status: Open
Qty: 202, 0.66666666666667, 3.8333333333333
✔️
Status: Completed by Ben Heinz Apr 29, 11:58 AM
From: Tech On Site
To: Completed
Duration in Previous: 40m
💵
3 Expenses Added Apr 29, 5:43 PM
Expenses Added → Expenses Added → Status: Closed
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
🏁
Status: Closed by Ben Heinz
From: Completed
To: Closed
Duration in Previous: 5h 47m
📄
Status: Ready to Bill by Hannah Shaw Apr 30, 4:53 PM
From: Closed
To: Ready to Bill
Duration in Previous: 23h 7m
📨
2 Status: Invoice Pending Apr 30, 5:32 PM
Status: Invoice Pending → Status: Invoiced
💰
Status: Invoiced by Hannah Shaw
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
1.8 business days
🧾
Invoice Created May 2, 9:04 AM
Invoice Number: SM-260618

Bottlenecks

Scheduled
Duration: 4.4 business days (threshold: 2.0 business days)
Exceeded by 2.4 business days
Closed
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.2 business hours

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Ben Heinz
Scheduled
Apr 29, 12:00 PM
Created
Jan 7, 11:09 AM
Invoice #
SM-260618

Work Details (7)

Name Type Status Qty Amount Date
WL-03199456 Expenses Open 1 $0.00 Apr 24, 10:38 AM
WL-03199457 Expenses Open 1 $0.00 Apr 24, 10:38 AM
WL-03205250 Travel Open 202 $0.00 Apr 29, 11:47 AM
WL-03205249 Labor Open 0.66666666666667 $0.00 Apr 29, 11:47 AM
WL-03205248 Labor Open 3.8333333333333 $0.00 Apr 29, 11:47 AM
WL-03208011 Expenses Open 1 $0.00 Apr 29, 5:43 PM
WL-03208012 Expenses Open 1 $0.00 Apr 29, 5:44 PM

Details