Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01337306 ↗ ServiceMax

Millennium Physician Group • Inspection • PSM

📍 Millennium Physician Group - Hillway Circle Suite 400 — 6635 Hillway Circle, Suite 400, Naples FL, 34112

Jan 12, 2026 → Mar 13, 2026

✅ Completed

PSM

SLA Clock

Last business day of January 2026 · Target: Jan 30, 2026

✗ SLA Missed (28 biz days late)

Active: 42 biz days

🕐 Clock stopped: Tech Off Site (Mar 13, 2026)

▶ Clock Running

Status: Created

Jan 12 → Jan 12, 2026

0 business days (counted)

Running total: 0 of ? biz days used

35d

▶ Clock Running

Status: Ready for Scheduling

Jan 12 → Mar 4, 2026

35 business days (counted)

Running total: 35 of ? biz days used

▶ Clock Running

Status: Assigned

Mar 4 → Mar 4, 2026

0 business days (counted)

Running total: 35 of ? biz days used

▶ Clock Running

Status: Scheduled

Mar 4 → Mar 13, 2026

7 business days (counted)

Running total: 42 of ? biz days used

▶ Clock Running

Status: Tech On Site

Mar 13 → Mar 13, 2026

0 business days (counted)

Running total: 42 of ? biz days used

Created: Jan 12, 2026 Tech Off Site: Mar 13, 2026

Show SLA Clock Detail (5 periods)

Period	Status	Clock	Biz Days	Running Total
Jan 12 → Jan 12	Created	▶ Running	0	0
Jan 12 → Mar 4	Ready for Scheduling	▶ Running	35	35
Mar 4 → Mar 4	Assigned	▶ Running	0	35
Mar 4 → Mar 13	Scheduled	▶ Running	7	42
Mar 13 → Mar 13	Tech On Site	▶ Running	0	42

Dispatch 0.0d

Coordinators 43.2d

Field Work 0.1d

Billing 0.0d

✗ SLA Missed

Dispatch
0.0 days

Coordinators
43.2 days
Over SLA

Field Work
0.1 days

Billing
0.0 days

Created: Jan 12, 2026 Due: Mar 31, 2026 Completed: Mar 13, 2026 (18 days early)

📅

42.9 days Total Age

⏱️

35.9d in Ready for Scheduling Longest Stage

🔄

6 transitions Status Changes

⚠️

42.2d over Total Delay

📦

0 orders, 0 quotes Parts & Quotes

📝

3 lines Work Details

🏠

1 visit On-Site Trips

👤

Self-Scheduled Scheduling

AI Analysis

Generating AI analysis...

Originating Case

Open in Salesforce →

🎫

Case #00557878

eBiotrack - Automated New Inspection Created

Closed

Annual Equipment Electrical Safety Test And Calibration Service 1 piece https://www.ebiotrack.com/inspection.php?iid=32410

Priority

Standard

Origin

Reason

New Case

Contact

Brittany Orr

Owner

Sherry Reich

Created

Jan 12, 2026

Work Orders from this Case (1)

WO-01337306 (current) Invoiced

Inspection • Joseph Anderson

Created: Jan 12, 2026 • Closed: Mar 13, 2026

Completed with significant delays

Invoiced • 216 days old

🚨

Primary Delay 35.9 days stuck in "Ready for Scheduling"

⏱️

Total Delay 42.2 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)

Actual (over SLA)

SLA Target

Entered

0.0d / 0.5d SLA

Ready for Scheduling

35.9d / 1.0d SLA

Scheduled

7.3d / 2.0d SLA

Tech On Site

0.1d / 1.0d SLA

Closed

3.0d / 1.0d SLA

Invoice Pending

0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/4/26 AJinerson - Received email back from Brittany confirming scheduling tech visit for Friday, 3/13 with arrival at 9:00 a.m. 
(they need specific arrival time). 
POC onsite: Chris Jaeger - (941) 289-5572

3/4/26 AJinerson - Received email back from Brittany asking what Tuesdays and Fridays we have available as this location can ONLY schedule on Tues. and Fri. due to their RN schedule.
I sent email back offering the below:
Friday, 3/13 
Tuesday, 3/17 
Friday, 3/20 
Tuesday, 3/24 
Friday, 2/27 

3/3/26 AJinerson - Sent email to Brittany regarding needing to reschedule service (see below for more information) and offered rest of availability for March to see which date works best for them.
Wednesday, 3/11 - Friday, 3/13 
Monday, 3/16 - Friday, 3/20
Monday, 3/23 - Friday, 3/27 

3/3/26 AJinerson - Called POC Brittany Orr regarding needing to "reschedule" this service, since previous WO was canceled and cleared from tech's calendar. Left VM regarding needing to reschedule this. Will follow up with email.

3/3/26 AJinerson - I called Chris Jaeger (POC for this location who contacted our tech) to see what happened.
We DID have this location scheduled for service today, 3/3 at 11:00 a.m. but this was on WO-01275547 and was confirmed in July 2025. However, that WO-01275547 was canceled by SUP and ASM in September 2025 after it was already in scheduled status and confirmed with customer, but this was not communicated to us or the customer, so we were not aware. This will now have to be rescheduled.

3/3/26 AJinerson - FSE received message from Chris Jaeger asking if tech would still be coming on-site today for this service, but this was not on tech calendar or scheduled yet.

🔧 Work Performed

                        Inspected 1 piece of equipment.                    

🔍 Technician Findings

                        Complete Annual Equipment Electrical Safety Test And Calibration Service.                    

⚠️ Problem Description

                        Annual Equipment Electrical Safety Test And Calibration Service

1 piece 

https://www.ebiotrack.com/inspection.php?iid=32410                    

Timeline

📞

Case Linked Jan 12, 12:00 AM

Case Number: 00557878

Subject: eBiotrack - Automated New Inspection Created

Status: Closed

📋

▶

2 Work Order Created Jan 12, 12:10 PM

Work Order Created → Status: Ready for Scheduling

📅

Status: Ready for Scheduling by Sherry Reich

From: Entered

To: Ready for Scheduling

Duration in Previous: 0m

🚨 36.0 business days

👷

▶

3 Technician Assigned Mar 4, 4:14 PM

Technician Assigned → Status: Assigned → Dispatch Scheduled

👷

Status: Assigned by Abby Jinerson

From: Ready for Scheduling, Assigned

To: Assigned, Scheduled

Duration in Previous: 51d 4h, 0m

📅

Dispatch Scheduled by Abby Jinerson

Scheduled For: 2026-03-13T13:00:00.000+0000

⚠️ 8.0 business days

🔧

Status: Tech On Site by Joseph Anderson Mar 13, 9:05 AM

From: Scheduled

To: Tech On Site

Duration in Previous: 8d 15h

⏱️

▶

2 3x Labor Added Mar 13, 10:03 AM

3x Labor Added → Status: Tech Off Site

🚗

Status: Tech Off Site by Joseph Anderson

From: Tech On Site, Tech Off Site, Completed

To: Tech Off Site, Completed, Closed

Duration in Previous: 57m, 0m

⏳ 3.0 business days

📄

▶

2 Status: Ready to Bill Mar 17, 1:33 PM

Status: Ready to Bill → Status: Invoiced

💰

Status: Invoiced by Diane Patton

From: Invoice Pending

To: Invoiced

Duration in Previous: 1m

🚨 94.0 business days

🧾

Invoice Created Jul 29, 2:40 PM

Invoice Number: SM-256723

Bottlenecks

Ready for Scheduling

Duration: 35.9 business days (threshold: 1.0 business days)

Exceeded by 34.9 business days

Scheduled

Duration: 7.3 business days (threshold: 2.0 business days)

Exceeded by 5.3 business days

Closed

Duration: 3.0 business days (threshold: 1.0 business days)

Exceeded by 2.0 business days

🔗 Related Artifacts

📞

Case 00557878

Closed

ℹ️ Work Order Details

Status

Invoiced

Priority

PSM

Type

Inspection

Branch

N/A

Technician

Joseph Anderson

Scheduled

Mar 13, 9:00 AM

Created

Jan 12, 12:10 PM

Invoice #

SM-256723

Work Details (3)

Name	Type	Status	Qty	Amount	Date
WL-03142978	Labor	Open	1.5	$0.00	Mar 13, 10:03 AM
WL-03142979	Labor	Open	1.1666666666667	$395.00	Mar 13, 10:03 AM
WL-03142980	Travel	Open	50	-	Mar 13, 10:03 AM