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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01333988 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 GATEWAY PHARMACY — 3103 YORKTOWN DR., BISMARCK ND, 58503

Jan 7, 2026 → Jun 9, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (9 biz days late)
Active: 26 biz days
Paused: 80 biz days
🕐 Clock stopped: Completed (Jun 9, 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
⏸62d
⏸ Clock Paused
Status: Ready for Release
Jan 7 → Apr 7, 2026
62 business days (not counted)
▶ Clock Running
Status: Assigned
Apr 7 → Apr 14, 2026
5 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Entered
Apr 14 → Apr 14, 2026
0 business days (counted)
Running total: 5 of ? biz days used
⏸18d
⏸ Clock Paused
Status: Ready for Release
Apr 14 → May 8, 2026
18 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
May 8 → May 20, 2026
8 business days (counted)
Running total: 13 of ? biz days used
▶ Clock Running
Status: Assigned
May 20 → May 20, 2026
0 business days (counted)
Running total: 13 of ? biz days used
▶ Clock Running
Status: Scheduled
May 20 → May 28, 2026
5 business days (counted)
Running total: 18 of ? biz days used
▶ Clock Running
Status: Entered
May 28 → May 28, 2026
0 business days (counted)
Running total: 18 of ? biz days used
▶ Clock Running
Status: Assigned
May 28 → May 28, 2026
0 business days (counted)
Running total: 18 of ? biz days used
8d
▶ Clock Running
Status: Scheduled
May 28 → Jun 9, 2026
8 business days (counted)
Running total: 26 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jun 9 → Jun 9, 2026
0 business days (counted)
Running total: 26 of ? biz days used
Created: Jan 7, 2026 Completed: Jun 9, 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 7 Ready for Release ⏸ Paused 62
Apr 7 → Apr 14 Assigned ▶ Running 5 5
Apr 14 → Apr 14 Entered ▶ Running 0 5
Apr 14 → May 8 Ready for Release ⏸ Paused 18
May 8 → May 20 Ready for Scheduling ▶ Running 8 13
May 20 → May 20 Assigned ▶ Running 0 13
May 20 → May 28 Scheduled ▶ Running 5 18
May 28 → May 28 Entered ▶ Running 0 18
May 28 → May 28 Assigned ▶ Running 0 18
May 28 → Jun 9 Scheduled ▶ Running 8 26
Jun 9 → Jun 9 Tech On Site ▶ Running 0 26
Dispatch 0.3d
Holding 81.3d (excluded)
Coordinators 29.8d
Field Work 0.0d
Billing 3.0d
✗ SLA Missed
Dispatch
0.3 days
Holding (excluded from total)
81.3 days
Coordinators
29.8 days
Over SLA
Field Work
0.0 days
Billing
3.0 days
Over SLA
Created: Jan 7, 2026 Due: May 31, 2026 Completed: Jun 9, 2026 (8 days late)
📅
107.0 days Total Age
⏱️
62.3d in Ready for Release Longest Stage
🔄
13 transitions Status Changes
⚠️
25.9d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 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 • 221 days old
🚨
Primary Delay 62.3 days stuck in "Ready for Release"
⏱️
Total Delay 25.9 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
9.4d / 1.0d SLA
Ready for Release
81.3d
Assigned
6.1d / 0.5d SLA
Scheduled
14.4d / 2.0d SLA
Tech On Site
0.0d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
0.0d / 1.0d SLA
Ready to Bill
3.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

4/13/2026 CRamen JKuehl was unable to do this trip.

🔧 Work Performed
6/9/26 Traveled to site Found unit in working condition Completed PM Tested unit Completed checklist Closed WO
🔍 Technician Findings
Unit is plugged into wall outlet Unit is functioning properly upon arrival Unit needed 2026 PM Serial number is 550-018135 Counter is 79816
⚠️ 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-01333988
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
🚨 62.9 business days
👷
2 Technician Assigned Apr 7, 9:36 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Charles Ramen
From: Ready for Release
To: Assigned
Duration in Previous: 89d 16h
⚠️ 6.0 business days
🆕
Status: Entered by Charles Ramen Apr 14, 8:33 AM
From: Assigned, Entered
To: Entered, Ready for Release
Duration in Previous: 6d 22h, 0m
🚨 19.0 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: 24d 2h
⚠️ 9.0 business days
👷
3 Technician Assigned May 20, 10:21 AM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 11d 23h, 0m
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2026-06-10T17:00:00.000+0000
📅
Dispatch Scheduled by Charles Ramen May 20, 7:20 PM
Scheduled For: 2026-06-10T18:00:00.000+0000
4.6 business days
🆕
2 Status: Entered May 27, 10:56 PM
Status: Entered → Technician Assigned
👷
Technician Assigned by Rhea Berry
Technician: Ronnie Salone
🗓️
2 Status: Scheduled May 27, 11:27 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2026-06-09T12:00:00.000+0000
📅
Dispatch Scheduled by Rhea Berry May 27, 11:34 PM
Scheduled For: 2026-06-09T13:00:00.000+0000
💵
Expenses Added May 28, 8:58 AM
Type: Expenses
Status: Open
Qty: 1
⚠️ 5.7 business days
📅
Dispatch Scheduled by Ronnie Salone Jun 4, 5:38 AM
Scheduled For: 2026-06-09T13:45:00.000+0000
4.0 business days
💵
Expenses Added Jun 9, 8:46 AM
Type: Expenses
Status: Open
Qty: 1
📅
Dispatch Scheduled by Ronnie Salone Jun 9, 10:00 AM
Scheduled For: 2026-06-09T14:15:00.000+0000
🔧
Status: Tech On Site by Ronnie Salone Jun 9, 10:22 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 12d 10h
✔️
Status: Completed by Ronnie Salone Jun 9, 10:31 AM
From: Tech On Site
To: Completed
Duration in Previous: 9m
⏱️
2 3x Labor Added Jun 9, 10:39 AM
3x Labor Added → Status: Closed
🏁
Status: Closed by Ronnie Salone
From: Completed
To: Closed
Duration in Previous: 9m
📄
Status: Ready to Bill by Timothy Amburgey Jun 9, 10:57 AM
From: Closed
To: Ready to Bill
Duration in Previous: 16m
3.0 business days
📨
Status: Invoice Pending by Hannah Shaw Jun 11, 10:35 AM
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 1d 23h, 0m
2.0 business days
🧾
Invoice Created Jun 13, 12:15 AM
Invoice Number: SM-264424

Bottlenecks

Assigned
Duration: 6.0 business days (threshold: 4.0 business hours)
Exceeded by 5.5 business days
Ready for Scheduling
Duration: 9.0 business days (threshold: 1.0 business days)
Exceeded by 8.0 business days
Scheduled
Duration: 5.4 business days (threshold: 2.0 business days)
Exceeded by 3.4 business days
Scheduled
Duration: 9.0 business days (threshold: 2.0 business days)
Exceeded by 7.0 business days
Ready to Bill
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Ronnie Salone
Scheduled
Jun 9, 10:15 AM
Created
Jan 7, 11:09 AM
Invoice #
SM-264424

Work Details (5)

Name Type Status Qty Amount Date
WL-03240251 Expenses Open 1 $0.00 May 28, 8:58 AM
WL-03253346 Expenses Open 1 $0.00 Jun 9, 8:46 AM
WL-03253508 Labor Open 0.25 $0.00 Jun 9, 10:39 AM
WL-03253509 Labor Open 0.25 $0.00 Jun 9, 10:39 AM
WL-03253510 Travel Open 5 $0.00 Jun 9, 10:39 AM

Details