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← WO Overview

WO-01333986 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 First National Bank of Omaha — 1620 Dodge Ave, Omaha NE, 68197

Jan 7, 2026 → Aug 26, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (59 biz days late)
Active: 76 biz days
Paused: 85 biz days
🕐 Clock stopped: Completed (Aug 27, 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
⏸79d
⏸ Clock Paused
Status: Ready for Release
Jan 7 → Apr 30, 2026
79 business days (not counted)
▶ Clock Running
Status: Assigned
Apr 30 → Apr 30, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Entered
Apr 30 → Apr 30, 2026
0 business days (counted)
Running total: 0 of ? biz days used
⏸ Clock Paused
Status: Ready for Release
Apr 30 → May 8, 2026
6 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
May 8 → May 14, 2026
4 business days (counted)
Running total: 4 of ? biz days used
▶ Clock Running
Status: Assigned
May 14 → May 28, 2026
9 business days (counted)
Running total: 13 of ? biz days used
▶ Clock Running
Status: Scheduled
May 28 → Jun 3, 2026
4 business days (counted)
Running total: 17 of ? biz days used
24d
▶ Clock Running
Status: Reschedule
Jun 3 → Jul 9, 2026
24 business days (counted)
Running total: 41 of ? biz days used
▶ Clock Running
Status: Assigned
Jul 9 → Jul 17, 2026
6 business days (counted)
Running total: 47 of ? biz days used
28d
▶ Clock Running
Status: Scheduled
Jul 17 → Aug 26, 2026
28 business days (counted)
Running total: 75 of ? biz days used
▶ Clock Running
Status: Tech On Site
Aug 26 → Aug 27, 2026
1 business day (counted)
Running total: 76 of ? biz days used
Created: Jan 7, 2026 Completed: Aug 27, 2026
Show SLA Clock Detail (13 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 30 Ready for Release ⏸ Paused 79 —
Apr 30 → Apr 30 Assigned ▶ Running 0 0
Apr 30 → Apr 30 Entered ▶ Running 0 0
Apr 30 → May 8 Ready for Release ⏸ Paused 6 —
May 8 → May 14 Ready for Scheduling ▶ Running 4 4
May 14 → May 28 Assigned ▶ Running 9 13
May 28 → Jun 3 Scheduled ▶ Running 4 17
Jun 3 → Jul 9 Reschedule ▶ Running 24 41
Jul 9 → Jul 17 Assigned ▶ Running 6 47
Jul 17 → Aug 26 Scheduled ▶ Running 28 75
Aug 26 → Aug 27 Tech On Site ▶ Running 1 76
Dispatch 0.3d
Holding 86.2d (excluded)
Coordinators 79.7d
Field Work 0.6d
Billing 2.0d
✗ SLA Missed
Dispatch
0.3 days
Holding (excluded from total)
86.2 days
Coordinators
79.7 days
Over SLA
Field Work
0.6 days
Billing
2.0 days
Over SLA
Created: Jan 7, 2026 Due: May 31, 2026 Completed: Aug 27, 2026 (87 days late)
📅
161.1 days Total Age
⏱️
79.3d in Ready for Release Longest Stage
🔄
15 transitions Status Changes
⚠️
72.3d 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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Generating AI analysis...
Completed with significant delays
Invoiced • 289 days old
🚨
Primary Delay 79.3 days stuck in "Ready for Release"
⏱️
Total Delay 72.3 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
5.4d / 1.0d SLA
Ready for Release
86.2d
Assigned
16.3d / 0.5d SLA
Scheduled
33.5d / 2.0d SLA
Reschedule
24.6d / 2.0d SLA
Tech On Site
0.6d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.0d / 1.0d SLA
Ready to Bill
2.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

7/17 KKelch called Christine back to schedule for 8/26 with arrival between 1:30 and 3:30 pm. Customer confirmed. She advised that you can park in the visitors garage which is on the west side of the tower. Call logged on WO-01333985


7/17 KKelch called Christine to schedule for 8/26 with arrival between 1:30 and 3:30 pm. Left VM. Call logged on WO-01333986


7/14 KKelch called Christine to schedule for 7/23 with arrival between 9 and 11 am. Left VM. Call logged on WO-01333985


7/10 KKelch called Christine to schedule for 7/23 with arrival between 9 and 11 am. Left VM. Call logged on WO-01333985


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.


6/3 KKelch Christine called me because she needs to reschedule the service visit for this Monday, I let her know that typically we do not have a technician in this area so I will have to call her back when a new scheduling date and time becomes available but that I'll cancel the 6/8 appointment, Call logged on WO-01339886

5/28 KKelch Christine called me back to schedule for 6/8 with arrival between 1 and 2 pm at 1601 Dodge St Omaha, NE, 68102. Customer confirmed. Call logged on WO-01334190

5/28 KKelch called Christine to schedule for 6/8 with arrival between 1 and 2 pm. Left VM. Call logged on WO-01333985

5/14 KKelch called Christine to schedule for 5/28 with arrival between 11 and 1 pm. Left VM. Call logged on WO-01333986

🔧 Work Performed
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
🔍 Technician Findings
Pm of unit
⚠️ 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
LC500 with Barcode

Timeline

📋
Work Order Created Jan 7, 11:09 AM
Work Order: WO-01333986
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
🚨 79.9 business days
👷
▶
2 Technician Assigned Apr 30, 12:34 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Release
To: Assigned
Duration in Previous: 112d 18h
🆕
Status: Entered by Kaitlyn Kelch Apr 30, 12:57 PM
From: Assigned, Entered
To: Entered, Ready for Release
Duration in Previous: 22m, 0m
⚠️ 7.0 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: 7d 22h
⚠️ 5.0 business days
👷
▶
2 Technician Assigned May 14, 2:32 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 6d 3h
🚨 10.0 business days
🗓️
▶
2 Status: Scheduled May 28, 2:13 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-06-08T18:00:00.000+0000
⚠️ 5.0 business days
🔄
Status: Reschedule by Kaitlyn Kelch Jun 3, 3:28 PM
From: Scheduled
To: Reschedule
Duration in Previous: 6d 1h
🚨 25.0 business days
👷
▶
2 Technician Assigned Jul 9, 3:40 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Reschedule
To: Assigned
Duration in Previous: 36d 0h
⚠️ 7.0 business days
🗓️
▶
2 Status: Scheduled Jul 17, 1:46 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-08-26T17:30:00.000+0000, 2026-08-26T18:00:00.000+0000, 2026-08-26T18:30:00.000+0000
🚨 29.0 business days
🔧
Status: Tech On Site by Darrell Hendrix Aug 26, 3:46 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 40d 1h
✔️
▶
3 Status: Completed Aug 26, 8:37 PM
Status: Completed → 3x Labor Added → Status: Closed
⏱️
3x Labor Added
Type: Labor, Travel
Status: Open
Qty: 2.25, 1, 132
🏁
Status: Closed by Darrell Hendrix
From: Completed
To: Closed
Duration in Previous: 4m
📄
Status: Ready to Bill by Timothy Amburgey Aug 27, 9:17 AM
From: Closed
To: Ready to Bill
Duration in Previous: 12h 35m
⏳ 2.0 business days
📨
Status: Invoice Pending by Hannah Shaw Aug 28, 1:01 PM
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 1d 3h, 0m
🚨 22.0 business days
🧾
Invoice Created Sep 29, 2:58 PM
Invoice Number: SM-271519

Bottlenecks

Ready for Scheduling
Duration: 5.0 business days (threshold: 1.0 business days)
Exceeded by 4.0 business days
Assigned
Duration: 9.7 business days (threshold: 4.0 business hours)
Exceeded by 9.2 business days
Scheduled
Duration: 4.7 business days (threshold: 2.0 business days)
Exceeded by 2.7 business days
Reschedule
Duration: 24.6 business days (threshold: 2.0 business days)
Exceeded by 22.6 business days
Assigned
Duration: 6.5 business days (threshold: 4.0 business hours)
Exceeded by 6.0 business days
Scheduled
Duration: 28.8 business days (threshold: 2.0 business days)
Exceeded by 26.8 business days
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
Darrell Hendrix
Scheduled
Aug 26, 2:30 PM
Created
Jan 7, 11:09 AM
Invoice #
SM-271519

Work Details (3)

Name Type Status Qty Amount Date
WL-03353909 Labor Open 2.25 $0.00 Aug 26, 8:40 PM
WL-03353910 Labor Open 1 $0.00 Aug 26, 8:40 PM
WL-03353911 Travel Open 132 $0.00 Aug 26, 8:40 PM

Details