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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01333981 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 Moreland & Devitt — 124 N Congress, Rushville IL, 62681

Jan 7, 2026 → Sep 11, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (69 biz days late)
Active: 86 biz days
Paused: 85 biz days
🕐 Clock stopped: Completed (Sep 11, 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
⏸85d
⏸ Clock Paused
Status: Ready for Release
Jan 7 → May 8, 2026
85 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
May 8 → May 13, 2026
3 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Assigned
May 13 → May 13, 2026
0 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Scheduled
May 13 → May 22, 2026
7 business days (counted)
Running total: 10 of ? biz days used
▶ Clock Running
Status: Reschedule
May 22 → May 28, 2026
3 business days (counted)
Running total: 13 of ? biz days used
▶ Clock Running
Status: Assigned
May 28 → May 29, 2026
1 business day (counted)
Running total: 14 of ? biz days used
▶ Clock Running
Status: Scheduled
May 29 → Jun 3, 2026
3 business days (counted)
Running total: 17 of ? biz days used
▶ Clock Running
Status: Reschedule
Jun 3 → Jun 5, 2026
2 business days (counted)
Running total: 19 of ? biz days used
▶ Clock Running
Status: Assigned
Jun 5 → Jun 22, 2026
10 business days (counted)
Running total: 29 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jun 22 → Jul 1, 2026
7 business days (counted)
Running total: 36 of ? biz days used
▶ Clock Running
Status: Assigned
Jul 1 → Jul 1, 2026
0 business days (counted)
Running total: 36 of ? biz days used
▶ Clock Running
Status: Scheduled
Jul 1 → Jul 1, 2026
0 business days (counted)
Running total: 36 of ? biz days used
▶ Clock Running
Status: Reschedule
Jul 1 → Jul 1, 2026
0 business days (counted)
Running total: 36 of ? biz days used
⏸ Clock Paused
Status: Ready for Release
Jul 1 → Jul 1, 2026
0 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
Jul 1 → Jul 2, 2026
1 business day (counted)
Running total: 37 of ? biz days used
▶ Clock Running
Status: Entered
Jul 2 → Jul 2, 2026
0 business days (counted)
Running total: 37 of ? biz days used
43d
▶ Clock Running
Status: Ready for Scheduling
Jul 2 → Sep 2, 2026
43 business days (counted)
Running total: 80 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 2 → Sep 2, 2026
0 business days (counted)
Running total: 80 of ? biz days used
▶ Clock Running
Status: Scheduled
Sep 2 → Sep 9, 2026
4 business days (counted)
Running total: 84 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 9 → Sep 11, 2026
2 business days (counted)
Running total: 86 of ? biz days used
Created: Jan 7, 2026 Completed: Sep 11, 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 → May 8 Ready for Release ⏸ Paused 85 —
May 8 → May 13 Ready for Scheduling ▶ Running 3 3
May 13 → May 13 Assigned ▶ Running 0 3
May 13 → May 22 Scheduled ▶ Running 7 10
May 22 → May 28 Reschedule ▶ Running 3 13
May 28 → May 29 Assigned ▶ Running 1 14
May 29 → Jun 3 Scheduled ▶ Running 3 17
Jun 3 → Jun 5 Reschedule ▶ Running 2 19
Jun 5 → Jun 22 Assigned ▶ Running 10 29
Jun 22 → Jul 1 Ready for Scheduling ▶ Running 7 36
Jul 1 → Jul 1 Assigned ▶ Running 0 36
Jul 1 → Jul 1 Scheduled ▶ Running 0 36
Jul 1 → Jul 1 Reschedule ▶ Running 0 36
Jul 1 → Jul 1 Ready for Release ⏸ Paused 0 —
Jul 1 → Jul 2 Ready for Scheduling ▶ Running 1 37
Jul 2 → Jul 2 Entered ▶ Running 0 37
Jul 2 → Sep 2 Ready for Scheduling ▶ Running 43 80
Sep 2 → Sep 2 Assigned ▶ Running 0 80
Sep 2 → Sep 9 Scheduled ▶ Running 4 84
Sep 9 → Sep 11 Tech On Site ▶ Running 2 86
Dispatch 0.3d
Holding 85.5d (excluded)
Coordinators 92.8d
Field Work 2.9d
Billing 2.0d
✗ SLA Missed
Dispatch
0.3 days
Holding (excluded from total)
85.5 days
Coordinators
92.8 days
Over SLA
Field Work
2.9 days
Over SLA
Billing
2.0 days
Over SLA
Created: Jan 7, 2026 Due: May 31, 2026 Completed: Sep 11, 2026 (102 days late)
📅
172.0 days Total Age
⏱️
85.3d in Ready for Release Longest Stage
🔄
22 transitions Status Changes
⚠️
80.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Completed with significant delays
Invoiced • 289 days old
🚨
Primary Delay 85.3 days stuck in "Ready for Release"
⏱️
Total Delay 80.6 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
57.5d / 1.0d SLA
Ready for Release
85.5d
Assigned
12.2d / 0.5d SLA
Scheduled
16.4d / 2.0d SLA
Reschedule
6.8d / 2.0d SLA
Tech On Site
2.9d / 1.0d SLA
Closed
1.4d / 1.0d SLA
WO Correction Needed
0.0d
Ready to Bill
2.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/10/26 CDempsey- Contacting Brian to check on this Past Scheduled wo.


7/29/26 CDempsey- Should be assigned to Blake and he needs to have Brian with him for OJT.


7/2/2026 CRamen MHuffman unable to get to today


7/1/2026 CRamen spoke with Kathy and scheduled for Thursday 7/2/2026 with tech arrival between 8-1am This is a Retail Drug Store and not Non Retail and doesnt require a call to schedule. 


6/29/26 RBerry-Sent email to tech sup/FOD to discuss how this WO will be covered.


6/23/2026 CRamen talked about in scheduling meeting with LYoder in that we have all techs booked for weeks out and dont have a current resolution on scheduling a tech to cover kiosk in past due status and upcoming for due end of this month.  

🔧 Work Performed
PM Completed - Returned to Service
🔍 Technician Findings
Kiosk was functional
⚠️ 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 an appointment must be coordinated in advance. If the technician or scheduler is unable to make contact with the onsite point of contact, they must notify Texas Medical Screening before departing the site. TMS may be able to provide an alternate contact or additional site access information. Primary TMS Contact: James Williams Phone: 726-202-3465. All contact attempts must be logged on the work order, including who was contacted, the date and time of the attempt, the phone number called, and the outcome of the communication attempt.
📄 Description
90550,BP MONITOR,AD DISP,NO LIGHT

Timeline

📋
Work Order Created Jan 7, 11:09 AM
Work Order: WO-01333981
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, 4:36 PM
From: Ready for Scheduling
To: Ready for Release
Duration in Previous: 2h 52m
🚨 85.9 business days
📅
Status: Ready for Scheduling by Rhea Berry May 8, 11:01 AM
From: Ready for Release
To: Ready for Scheduling
Duration in Previous: 120d 17h
⏳ 4.0 business days
👷
▶
2 Technician Assigned May 13, 10:44 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 4d 23h
🗓️
▶
2 Status: Scheduled May 13, 11:02 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-05-22T20:00:00.000+0000
⚠️ 8.0 business days
🔄
Status: Reschedule by Kaitlyn Kelch May 22, 9:31 AM
From: Scheduled
To: Reschedule
Duration in Previous: 8d 22h
⏳ 4.0 business days
👷
▶
2 Technician Assigned May 28, 4:17 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Reschedule
To: Assigned
Duration in Previous: 6d 6h
🗓️
▶
2 Status: Scheduled May 29, 9:34 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-06-04T14:00:00.000+0000
⏳ 4.0 business days
🔄
Status: Reschedule by Kaitlyn Kelch Jun 3, 1:37 PM
From: Scheduled
To: Reschedule
Duration in Previous: 5d 4h
⏳ 3.0 business days
👷
▶
2 Technician Assigned Jun 5, 2:40 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Reschedule
To: Assigned
Duration in Previous: 2d 1h
🚨 11.0 business days
📅
Status: Ready for Scheduling by Rhea Berry Jun 22, 12:31 PM
From: Assigned
To: Ready for Scheduling
Duration in Previous: 16d 21h
⚠️ 8.0 business days
👷
▶
3 Status: Assigned Jul 1, 3:28 PM
Status: Assigned → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Charles Ramen
Technician: Mike Huffman
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2026-07-02T13:00:00.000+0000
📅
▶
2 Dispatch Scheduled Jul 1, 3:37 PM
Dispatch Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2026-07-02T13:00:00.000+0000
🔄
Status: Reschedule by Charles Ramen Jul 1, 3:42 PM
From: Scheduled, Reschedule
To: Reschedule, Ready for Release
Duration in Previous: 13m, 0m
📅
Status: Ready for Scheduling by Charles Ramen Jul 1, 5:07 PM
From: Ready for Release
To: Ready for Scheduling
Duration in Previous: 1h 24m
🆕
Status: Entered by Charles Ramen Jul 2, 1:36 PM
From: Ready for Scheduling, Entered
To: Entered, Ready for Scheduling
Duration in Previous: 20h 29m, 0m
🚨 44.0 business days
👷
▶
4 Technician Assigned Sep 2, 4:45 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled → Dispatch Scheduled
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 62d 3h, 0m
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-09-09T18:00:00.000+0000, 2026-09-10T17:30:00.000+0000
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-09-09T19:30:00.000+0000
📅
Dispatch Scheduled by Kaitlyn Kelch Sep 3, 9:24 AM
Scheduled For: 2026-09-09T17:30:00.000+0000
⏳ 4.0 business days
🔧
Status: Tech On Site by Brian Williams Sep 9, 12:45 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 6d 19h
🚗
2x Travel Added Sep 9, 1:13 PM
Type: Travel, Labor
Status: Open
Qty: 30, 0.5
⏳ 3.0 business days
✔️
Status: Completed by Craig Dempsey Sep 11, 5:34 PM
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 2d 4h, 0m
⏳ 1.8 business days
✏️
Status: WO Correction Needed by Craig Dempsey Sep 14, 10:41 AM
From: Closed
To: WO Correction Needed
Duration in Previous: 2d 17h
⏱️
▶
2 Labor Added Sep 14, 10:56 AM
Labor Added → Status: Closed
🏁
Status: Closed by Craig Dempsey
From: WO Correction Needed
To: Closed
Duration in Previous: 15m
📄
Status: Ready to Bill by Hannah Shaw Sep 14, 11:34 AM
From: Closed
To: Ready to Bill
Duration in Previous: 36m
📨
Status: Invoice Pending by Hannah Shaw Sep 15, 10:00 AM
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 22h 26m, 0m
🚨 10.0 business days
🧾
Invoice Created Sep 28, 10:08 PM
Invoice Number: SM-272705

Bottlenecks

Ready for Scheduling
Duration: 4.0 business days (threshold: 1.0 business days)
Exceeded by 3.0 business days
Scheduled
Duration: 8.0 business days (threshold: 2.0 business days)
Exceeded by 6.0 business days
Reschedule
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Assigned
Duration: 1.5 business days (threshold: 4.0 business hours)
Exceeded by 7.7 business hours
Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Reschedule
Duration: 2.8 business days (threshold: 2.0 business days)
Exceeded by 6.4 business hours
Assigned
Duration: 10.7 business days (threshold: 4.0 business hours)
Exceeded by 10.2 business days
Ready for Scheduling
Duration: 7.9 business days (threshold: 1.0 business days)
Exceeded by 6.9 business days
Ready for Scheduling
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 2.9 business hours
Ready for Scheduling
Duration: 43.8 business days (threshold: 1.0 business days)
Exceeded by 42.8 business days
Scheduled
Duration: 4.4 business days (threshold: 2.0 business days)
Exceeded by 2.4 business days
Tech On Site
Duration: 2.9 business days (threshold: 1.0 business days)
Exceeded by 1.9 business days
Closed
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.4 business hours
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
Brian Williams
Scheduled
Sep 9, 1:30 PM
Created
Jan 7, 11:09 AM
Invoice #
SM-272705

Work Details (3)

Name Type Status Qty Amount Date
WL-03373543 Travel Open 30 $0.00 Sep 9, 1:13 PM
WL-03373544 Labor Open 0.5 $0.00 Sep 9, 1:13 PM
WL-03380339 Labor Open 0.5 $0.00 Sep 14, 10:56 AM

Details