Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01337883 ↗ ServiceMax

BAY STATE EMS EDUCATORS • Preventive Maintenance • PSM

📍 Bay State EMS Educators — 10 Fox Run Drive, Wilmington MA, 01887

Jan 14, 2026 → Apr 23, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (58 biz days late)
Active: 70 biz days
🕐 Clock stopped: Invoiced (Apr 24, 2026)
▶ Clock Running
Status: Created
Jan 14 → Jan 14, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 14 → Jan 15, 2026
1 business day (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Assigned
Jan 15 → Jan 15, 2026
0 business days (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Entered
Jan 15 → Jan 15, 2026
0 business days (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: L2 Screening
Jan 15 → Jan 15, 2026
0 business days (counted)
Running total: 1 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Jan 15 → Jan 15, 2026
0 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
Jan 15 → Jan 16, 2026
1 business day (counted)
Running total: 2 of ? biz days used
34d
▶ Clock Running
Status: Assigned
Jan 16 → Mar 9, 2026
34 business days (counted)
Running total: 36 of ? biz days used
▶ Clock Running
Status: Scheduled
Mar 9 → Mar 9, 2026
0 business days (counted)
Running total: 36 of ? biz days used
▶ Clock Running
Status: Reschedule
Mar 9 → Mar 11, 2026
2 business days (counted)
Running total: 38 of ? biz days used
26d
▶ Clock Running
Status: Scheduled
Mar 11 → Apr 16, 2026
26 business days (counted)
Running total: 64 of ? biz days used
▶ Clock Running
Status: Reschedule
Apr 16 → Apr 16, 2026
0 business days (counted)
Running total: 64 of ? biz days used
▶ Clock Running
Status: Scheduled
Apr 16 → Apr 24, 2026
6 business days (counted)
Running total: 70 of ? biz days used
Created: Jan 14, 2026 Invoiced: Apr 24, 2026
Show SLA Clock Detail (13 periods)
Period Status Clock Biz Days Running Total
Jan 14 → Jan 14 Created ▶ Running 0 0
Jan 14 → Jan 15 Ready for Scheduling ▶ Running 1 1
Jan 15 → Jan 15 Assigned ▶ Running 0 1
Jan 15 → Jan 15 Entered ▶ Running 0 1
Jan 15 → Jan 15 L2 Screening ▶ Running 0 1
Jan 15 → Jan 15 Awaiting Parts ⏸ Paused 0
Jan 15 → Jan 16 Ready for Scheduling ▶ Running 1 2
Jan 16 → Mar 9 Assigned ▶ Running 34 36
Mar 9 → Mar 9 Scheduled ▶ Running 0 36
Mar 9 → Mar 11 Reschedule ▶ Running 2 38
Mar 11 → Apr 16 Scheduled ▶ Running 26 64
Apr 16 → Apr 16 Reschedule ▶ Running 0 64
Apr 16 → Apr 24 Scheduled ▶ Running 6 70
Dispatch 0.5d
Material Management 0.1d
Coordinators 74.7d
Billing 2.0d
✗ SLA Missed
Dispatch
0.5 days
Material Management
0.1 days
Coordinators
74.7 days
Over SLA
Billing
2.0 days
Created: Jan 14, 2026 Due: Apr 30, 2026 Completed: Apr 24, 2026 (6 days early)
📅
69.7 days Total Age
⏱️
34.9d in Assigned Longest Stage
🔄
16 transitions Status Changes
⚠️
68.1d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
12 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00558464
L2 review
Closed
Q-00032026 Equipment PM Manufacturer & Model: Ferno 35X Pro-Flexx; Stryker MX_pro Serial: Ferno – 10N-174591 Stryker 061239139 and 991139141 They will be used in the classroom setting. Looking to replace the straps on all 3, back net on the two Strykers, and to get a preventative maintenance and inspection on them as they are long overdue Please quote customer for PM's on 3 manual cots, 1 torso/shoulder harness, 0313915 1 restraint straps, 0313892 2 Stryker restraint set, 6082-260-010 2 HE flat storage, 6082-128-012 https://www.ebiotrack.com/inspection.php?iid=32475
Priority
Standard
Origin
Web
Reason
New Case
Contact
Jarrod MacKenzie
Owner
Sherry Reich
Created
Jan 13, 2026
Work Orders from this Case (1)
WO-01337883 (current) Invoiced
Preventive Maintenance • Paul Bonang Jr
Created: Jan 14, 2026 • Closed: Apr 23, 2026
Completed with significant delays
Invoiced • 214 days old
🚨
Primary Delay 34.9 days stuck in "Assigned"
⏱️
Total Delay 68.1 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
2.8d / 1.0d SLA
L2 Screening
0.2d / 1.0d SLA
Awaiting Parts
0.1d / 3.0d SLA
Assigned
34.9d / 0.5d SLA
Reschedule
3.0d / 2.0d SLA
Scheduled
34.0d / 2.0d SLA
Closed
2.9d / 1.0d SLA
Invoice Pending
2.0d / 2.0d SLA
Billing Review
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
4/16 KSmith -- Rescheduled for 4/24 with Jarrod. 9-11am

4/16 KSmith -- Sent email to reschedule for 4/24 due to repairs

3/18 KSmith -- Jarrod reached out and requested we reschedule for 4/21. 9-11

3/11 KSmith -- Scheduled for 4/20 with Jarrod. 9-11am

3/9 KSmith -- Provided available dates in April to Jarrod and am awaiting response

2/9/26 NatoshaB - updated WO due date to EOM April per customer request.

2/3 KSmith -- Per Jarrod, "We don't have a shop for the tech to work in. I'm not going to let anyone work outside in this ice cold weather. I know this is going to sound crazy, but how does April work? Pending we don't get hit with a blizzard ". Advised Jarrod to let me know what date in April they want and we will schedule for then.

2/3 KSmith -- Sent email to Jarrod with our available dates currently, in case they are ready to schedule

1/26 KSmith -- Spoke with Jarrod and he is going to email me back with dates that would work. He said it would likely be pushed out a couple weeks due to the snow storm.

1/23 KSmith -- Sent email to schedule for 1/29

1/22 KSmith -- Sent email to schedule for 1/29

1/21 KSmith -- Sent email to schedule for 1/29

1/20 KSmith -- Delivery date not available yet. Will schedule once delivery date becomes available

1/15 KSmith -- Parts are listed as being needed, PO needs to be added or repair WOs created for these repairs/parts


1 torso/shoulder harness, 0313915

1 restraint straps, 0313892

2 Stryker restraint set,

6082-260-010

2 HE flat storage, 6082-128-012

01/15/2026 LHill-sent email to Jarrod MacKenzie at jarrod@baystateemseducators.com to confirm contact & equipment.


01/15/2026 LHill-LM at 617-875-7933 for Jarrod MacKenzie to confirm contact & equipment. Unable to log call in RC. Had to log call manually.

🔧 Work Performed
Stryker Medical - 6082 MX-Pro R3 Serial #: 061239139 - Asset ID: 13410118 Stryker Medical - 6080 MX-Pro Serial #: 991139141 - Asset ID: 13410119 Ferno Washington Inc - Model 35-X ProFlexx Serial #: 10N-174591 - Asset ID: 13410120
⚠️ Problem Description
Q-00032026 https://www.ebiotrack.com/inspection.php?iid=32475 Equipment PM Manufacturer & Model: Ferno 35X Pro-Flexx; Stryker MX_pro Serial: Ferno – 10N-174591 Stryker 061239139 and 991139141 They will be used in the classroom setting. Looking to replace the straps on all 3, back net on the two Strykers, and to get a preventative maintenance and inspection on them as they are long overdue Please quote customer for PM's on 3 manual cots, 1 torso/shoulder harness, 0313915 1 restraint straps, 0313892 2 Stryker restraint set, 6082-260-010 2 HE flat storage, 6082-128-012

Timeline

📞
Case Linked Jan 13, 10:45 AM
Case Number: 00558464
Subject: L2 review
Status: Closed
2.0 business days
📋
2 Work Order Created Jan 14, 2:39 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
👷
2 Technician Assigned Jan 15, 11:43 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling, Assigned
To: Assigned, Entered
Duration in Previous: 21h 2m, 0m
🔍
Status: L2 Screening by Sherry Reich Jan 15, 2:08 PM
From: Entered
To: L2 Screening
Duration in Previous: 2h 24m
📦
2 Parts Requested Jan 15, 3:53 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Gavin Poole
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 1h 44m
📅
Status: Ready for Scheduling by Sean Weaver Jan 15, 4:39 PM
From: Awaiting Parts
To: Ready for Scheduling
Duration in Previous: 46m
👷
2 Technician Assigned Jan 16, 11:57 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 19h 18m
💵
Expenses Added Jan 16, 2:15 PM
Type: Expenses
Status: Open
Qty: 1
🚨 35.0 business days
🗓️
2 Status: Scheduled Mar 9, 10:33 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-03-18T12:00:00.000+0000
3.0 business days
📅
2 Dispatch Scheduled Mar 11, 8:59 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Reschedule
To: Scheduled
Duration in Previous: 1d 22h
⚠️ 6.0 business days
📅
Dispatch Scheduled by Kourtney Smith Mar 18, 7:59 AM
Scheduled For: 2026-04-21T13:30:00.000+0000
🚨 22.0 business days
🔄
Status: Reschedule by Kourtney Smith Apr 16, 10:20 AM
From: Scheduled
To: Reschedule
Duration in Previous: 36d 1h
🗓️
2 Status: Scheduled Apr 16, 10:26 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-04-24T13:00:00.000+0000
2.0 business days
📅
Dispatch Scheduled by Kourtney Smith Apr 17, 2:25 PM
Scheduled For: 2026-04-24T15:00:00.000+0000
⚠️ 6.0 business days
🚗
11x Travel Added Apr 24, 12:49 PM
Type: Travel, Labor, Parts
Status: Open
Qty: 87, 0.5, 20, 1.5
🏁
Status: Closed by Ben Saur Apr 24, 1:00 PM
From: Scheduled
To: Closed
Duration in Previous: 8d 2h
3.0 business days
📄
Status: Ready to Bill by Diane Patton Apr 28, 11:42 AM
From: Closed, Ready to Bill
To: Ready to Bill, Invoice Pending
Duration in Previous: 3d 22h, 0m
💵
Status: Billing Review by Diane Patton Apr 28, 11:52 AM
From: Invoice Pending, Billing Review
To: Billing Review, Invoice Pending
Duration in Previous: 9m, 0m
2.0 business days
💵
Status: Billing Review by Diane Patton Apr 29, 6:14 PM
From: Invoice Pending
To: Billing Review
Duration in Previous: 1d 6h
📨
Status: Invoice Pending by Diane Patton Apr 29, 6:20 PM
From: Billing Review
To: Invoice Pending
Duration in Previous: 5m
💰
Status: Invoiced by Diane Patton Apr 29, 6:29 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 8m
🚨 66.7 business days
🧾
Invoice Created Aug 4, 12:33 PM
Invoice Number: SM-260324

Bottlenecks

Ready for Scheduling
Duration: 1.5 business days (threshold: 1.0 business days)
Exceeded by 4.3 business hours
Ready for Scheduling
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.3 business hours
Assigned
Duration: 34.9 business days (threshold: 4.0 business hours)
Exceeded by 34.4 business days
Reschedule
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days
Scheduled
Duration: 27.0 business days (threshold: 2.0 business days)
Exceeded by 25.0 business days
Scheduled
Duration: 7.0 business days (threshold: 2.0 business days)
Exceeded by 5.0 business days
Closed
Duration: 2.9 business days (threshold: 1.0 business days)
Exceeded by 1.9 business days

🔗 Related Artifacts

📞
Case 00558464
Closed
📦
Parts Order 00088415
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
ERLA - PROD
Technician
Paul Bonang Jr
Scheduled
Apr 24, 11:00 AM
Created
Jan 14, 2:39 PM
Invoice #
SM-260324

Work Details (12)

Name Type Status Qty Amount Date
WL-03068179 Expenses Open 1 $25.05 Jan 16, 2:15 PM
WL-03199735 Travel Open 87 $0.00 Apr 24, 12:49 PM
WL-03199731 Labor Open 0.5 $164.00 Apr 24, 12:49 PM
WL-03199732 Labor Open 0.5 $260.00 Apr 24, 12:49 PM
WL-03199733 Travel Open 20 $0.00 Apr 24, 12:49 PM
WL-03199734 Labor Open 1.5 $0.00 Apr 24, 12:49 PM
WL-03199729 Labor Open 0.5 $164.00 Apr 24, 12:49 PM
WL-03199730 Labor Open 0.5 $164.00 Apr 24, 12:49 PM
WL-03199737 Parts Open 1 $356.40 Apr 24, 12:49 PM
WL-03199738 Parts Open 1 $143.00 Apr 24, 12:49 PM
WL-03199739 Parts Open 1 $40.00 Apr 24, 12:49 PM
WL-03199736 Parts Open 1 $356.40 Apr 24, 12:49 PM

Details