Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01333996 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Preventive Maintenance • PSM

📍 MEDTRONIC — 4600 NATHAN LANE, PLYMOUTH MN, 55442

Jan 7, 2026 → Sep 2, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (90 biz days late)
Active: 107 biz days
Paused: 58 biz days
🕐 Clock stopped: Completed (Sep 2, 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
⏸58d
⏸ Clock Paused
Status: Ready for Release
Jan 7 → Apr 1, 2026
58 business days (not counted)
▶ Clock Running
Status: Entered
Apr 1 → Apr 1, 2026
0 business days (counted)
Running total: 0 of ? biz days used
47d
▶ Clock Running
Status: On Hold
Apr 1 → Jun 8, 2026
47 business days (counted)
Running total: 47 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jun 8 → Jun 12, 2026
4 business days (counted)
Running total: 51 of ? biz days used
▶ Clock Running
Status: Entered
Jun 12 → Jun 12, 2026
0 business days (counted)
Running total: 51 of ? biz days used
▶ Clock Running
Status: On Hold
Jun 12 → Jun 19, 2026
4 business days (counted)
Running total: 55 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jun 19 → Jun 22, 2026
1 business day (counted)
Running total: 56 of ? biz days used
▶ Clock Running
Status: Assigned
Jun 22 → Jun 22, 2026
0 business days (counted)
Running total: 56 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jun 22 → Jul 8, 2026
11 business days (counted)
Running total: 67 of ? biz days used
39d
▶ Clock Running
Status: Assigned
Jul 8 → Sep 1, 2026
39 business days (counted)
Running total: 106 of ? biz days used
▶ Clock Running
Status: Scheduled
Sep 1 → Sep 2, 2026
1 business day (counted)
Running total: 107 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 2 → Sep 2, 2026
0 business days (counted)
Running total: 107 of ? biz days used
Created: Jan 7, 2026 Completed: Sep 2, 2026
Show SLA Clock Detail (14 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 1 Ready for Release ⏸ Paused 58 —
Apr 1 → Apr 1 Entered ▶ Running 0 0
Apr 1 → Jun 8 On Hold ▶ Running 47 47
Jun 8 → Jun 12 Ready for Scheduling ▶ Running 4 51
Jun 12 → Jun 12 Entered ▶ Running 0 51
Jun 12 → Jun 19 On Hold ▶ Running 4 55
Jun 19 → Jun 22 Ready for Scheduling ▶ Running 1 56
Jun 22 → Jun 22 Assigned ▶ Running 0 56
Jun 22 → Jul 8 Ready for Scheduling ▶ Running 11 67
Jul 8 → Sep 1 Assigned ▶ Running 39 106
Sep 1 → Sep 2 Scheduled ▶ Running 1 107
Sep 2 → Sep 2 Tech On Site ▶ Running 0 107
Dispatch 0.3d
Holding 110.7d (excluded)
Coordinators 59.8d
Field Work 0.1d
Billing 1.7d
✗ SLA Missed
Dispatch
0.3 days
Holding (excluded from total)
110.7 days
Coordinators
59.8 days
Over SLA
Field Work
0.1 days
Billing
1.7 days
Over SLA
Created: Jan 7, 2026 Due: May 31, 2026 Completed: Sep 2, 2026 (93 days late)
📅
166.0 days Total Age
⏱️
58.3d in Ready for Release Longest Stage
🔄
15 transitions Status Changes
⚠️
54.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
6 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 58.3 days stuck in "Ready for Release"
⏱️
Total Delay 54.6 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
18.3d / 1.0d SLA
Ready for Release
58.3d
On Hold
52.4d
Assigned
39.5d / 0.5d SLA
Scheduled
2.0d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
0.6d / 1.0d SLA
Ready to Bill
1.7d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/1/2026 CRamen Logged email confirmation/response: I am the contact for 4600 Nathan Lane Plymouth – Please remove me as the contact for the other locations. 

9-11AM arrival for the 4600 Nathan Lane site on 9/2 will work for me. 

You will need to check in at the front lobby and ask for Alex Buban.



9/1/2026 CRamen left a vm for Alex 262-705-6601 to return call requesting scheduling for Wednesday 9/2/2026 with tech arrival between 8-10am. Logged email requesting 4600 NATHAN LANE PLYMOUTH, MN 55442 - WO-01333996- 9/2/2026 with an arrival time between 9-11AM

7000 CENTRAL AVE.,NE MINNEAPOLIS, MN 55432 - WO-01334103- 9/2/2026 with an arrival time between 10AM-12PM

6700 SHINGLE CRK. PKWY. BROOKLYN CENTER, MN 55430 - WO-01334163-9/2/2026 with an arrival time between 11AM-1PM

6800 SHINGLE CRK.PKWY., CAFÉ BROOKLYN CENTER, MN 55430- WO-01334162-9-2/2026 with an arrival time between 12-2PM


8/28/26 RBerry- Emailed Alex Buban to confirm contact and location information. See logged email.


8/28/26 RBerry- Lm with Alex Buban to confirm contact and location information. 


7/13/26 RBerry- Emailed Alex Buban to schedule for 7/14/26 with an arrival time between 11AM-1PM. Waiting for confirmation. See logged email.


7/13/26 RBerry- Lm with Alex Buban to schedule for 7/14/26 with an arrival time between 11AM-1PM. Could not log call in RC. Logged call manually.


7/10/26 Rberry- Emailed Alex Buban to schedule for 7/14/26 with an arrival time between 11AM-1PM. Waiting for confirmation. See logged email.


7/10/26 RBerry- Lm with Alex Buban to schedule for 7/14/26 with an arrival time between 11AM-1PM. 


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.  


6/12/2026 CRamen called and none of the promts get me to a person to schedule this 763-514-5000 800-633-8766 as well.

6/12/2026 CRamen 303-530-2300 is no longer in service.


06/08 Updated POC please schedule

4/1/2026 CRamen called the listed #515-599-4950 and message says this number is not in use. Good Bye! Returning to dispatch and placing On Hold and escalating to AM. 

🔧 Work Performed
6/12/2026 CRamen called and none of the promts get me to a person to schedule this 763-514-5000 800-633-8766 as well. 6/12/2026 CRamen 303-530-2300 is no longer in service. 9/2/26 Traveled to site Waited for host (15 minutes) Found unit plugged into wall outlet in cafeteria Completed PM Tested unit Completed paperwork Traveled from site Closed WO
🔍 Technician Findings
Unit needed 2026 PM Counter is 140171
⚠️ 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, NO AD DISPLAY

Timeline

📋
Work Order Created Jan 7, 11:09 AM
Work Order: WO-01333996
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
🚨 58.9 business days
🆕
Status: Entered by Charles Ramen Apr 1, 4:15 PM
From: Ready for Release, Entered
To: Entered, On Hold
Duration in Previous: 83d 22h, 0m
🚨 48.0 business days
📅
Status: Ready for Scheduling by Chris Bakkemo Jun 8, 12:17 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 67d 20h
⚠️ 5.0 business days
🆕
Status: Entered by Charles Ramen Jun 12, 12:09 PM
From: Ready for Scheduling, Entered
To: Entered, On Hold
Duration in Previous: 3d 23h, 0m
⚠️ 5.0 business days
📅
Status: Ready for Scheduling by Chris Bakkemo Jun 19, 2:55 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 7d 2h
⏳ 1.0 business days
👷
▶
2 Technician Assigned Jun 22, 11:51 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2d 20h
📅
Status: Ready for Scheduling by Rhea Berry Jun 22, 12:31 PM
From: Assigned
To: Ready for Scheduling
Duration in Previous: 40m
🚨 12.0 business days
👷
▶
2 Status: Assigned Jul 8, 4:19 PM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Rhea Berry
Technician: Ronnie Salone
🚨 40.0 business days
📅
▶
2 Dispatch Scheduled Sep 1, 12:02 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Charles Ramen
From: Assigned
To: Scheduled
Duration in Previous: 54d 19h
🚗
Travel Added Sep 1, 9:04 PM
Type: Travel
Status: Open
Qty: 15
📅
Dispatch Scheduled by Ronnie Salone Sep 2, 8:48 AM
Scheduled For: 2026-09-02T13:15:00.000+0000
🔧
▶
2 Status: Tech On Site Sep 2, 9:13 AM
Status: Tech On Site → Labor Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 0.5
✔️
▶
2 Status: Completed Sep 2, 9:40 AM
Status: Completed → 4x Labor Added
⏱️
4x Labor Added
Type: Labor, Travel
Status: Open
Qty: 0.5, 15, 0.25
🏁
Status: Closed by Ronnie Salone Sep 2, 9:57 AM
From: Completed
To: Closed
Duration in Previous: 17m
📄
Status: Ready to Bill by Timothy Amburgey Sep 2, 2:26 PM
From: Closed
To: Ready to Bill
Duration in Previous: 4h 29m
⏳ 2.0 business days
📨
Status: Invoice Pending by Hannah Shaw Sep 3, 4:24 PM
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 1d 1h, 0m
🚨 16.9 business days
🧾
Invoice Created Sep 28, 10:08 PM
Invoice Number: SM-272066

Bottlenecks

Ready for Scheduling
Duration: 5.0 business days (threshold: 1.0 business days)
Exceeded by 4.0 business days
Ready for Scheduling
Duration: 11.9 business days (threshold: 1.0 business days)
Exceeded by 10.9 business days
Assigned
Duration: 39.5 business days (threshold: 4.0 business hours)
Exceeded by 39.0 business days
Ready to Bill
Duration: 1.7 business days (threshold: 1.0 business days)
Exceeded by 5.6 business hours

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Ronnie Salone
Scheduled
Sep 2, 9:15 AM
Created
Jan 7, 11:09 AM
Invoice #
SM-272066

Work Details (6)

Name Type Status Qty Amount Date
WL-03363277 Travel Open 15 $0.00 Sep 1, 9:04 PM
WL-03363707 Labor Open 0.5 $0.00 Sep 2, 9:15 AM
WL-03363844 Labor Open 0.5 $0.00 Sep 2, 9:44 AM
WL-03363845 Travel Open 15 $0.00 Sep 2, 9:44 AM
WL-03363846 Labor Open 0.25 $0.00 Sep 2, 9:44 AM
WL-03363847 Labor Open 0.25 $0.00 Sep 2, 9:44 AM

Details