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WO-01341066 ↗ ServiceMax

Orthopedic and Sports Medicine Center • Preventive Maintenance • P7

📍 Orthopedic and Sports Medicine Center — 3107 Frederick Ave, Suite B, Saint Joseph MO, 64506

Jan 30, 2026 → Feb 19, 2026

✅ Completed
P7
SLA Clock
7 business days from creation · Target: Feb 10, 2026
✗ SLA Missed
Active: 2 biz days
Paused: 11 biz days
Budget: 7 biz days
🕐 Clock stopped: Completed (Feb 19, 2026)
SLA Target
▶ Clock Running
Status: Created
Jan 30 → Jan 30, 2026
0 business days (counted)
Running total: 0 of 7 biz days used
▶ Clock Running
Status: L2 Screening
Jan 30 → Jan 31, 2026
0 business days (counted)
Running total: 0 of 7 biz days used
⏸11d
⏸ Clock Paused
Status: Awaiting Parts
Jan 31 → Feb 17, 2026
11 business days (not counted)
▶ Clock Running
Status: Reschedule
Feb 17 → Feb 17, 2026
0 business days (counted)
Running total: 0 of 7 biz days used
▶ Clock Running
Status: Assigned
Feb 17 → Feb 17, 2026
0 business days (counted)
Running total: 0 of 7 biz days used
2d
▶ Clock Running
Status: Scheduled
Feb 17 → Feb 19, 2026
2 business days (counted)
Running total: 2 of 7 biz days used
▶ Clock Running
Status: Tech On Site
Feb 19 → Feb 19, 2026
0 business days (counted)
Running total: 2 of 7 biz days used
Created: Jan 30, 2026 Completed: Feb 19, 2026
Business Days Used 2 / 7
0 7d budget
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Jan 30 → Jan 30 Created ▶ Running 0 0 / 7
Jan 30 → Jan 31 L2 Screening ▶ Running 0 0 / 7
Jan 31 → Feb 17 Awaiting Parts ⏸ Paused 11
Feb 17 → Feb 17 Reschedule ▶ Running 0 0 / 7
Feb 17 → Feb 17 Assigned ▶ Running 0 0 / 7
Feb 17 → Feb 19 Scheduled ▶ Running 2 2 / 7
Feb 19 → Feb 19 Tech On Site ▶ Running 0 2 / 7
Dispatch 0.4d
Material Management 11.0d
Coordinators 3.2d
Field Work 0.7d
Billing 32.3d
✗ SLA Missed
Dispatch
0.4 days
Material Management
11.0 days
Over SLA
Coordinators
3.2 days
Over SLA
Field Work
0.7 days
Billing
32.3 days
Over SLA
Created: Jan 30, 2026 Due: Feb 23, 2026 Completed: Feb 19, 2026 (4 days early)
📅
13.4 days Total Age
⏱️
25.5d in Billing Review Longest Stage
🔄
13 transitions Status Changes
⚠️
39.4d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
7 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00563757
PM service needed
Closed
Q-00032265 EZ Plus Series Autoclaves (EZ9, EZ11) SN 23051580 Regular maintenance/ service on autoclave machine. The previous servicer became unreliable, so just looking for someone new. Part needed QTY 1 PN PMEZ10
Priority
High
Origin
Phone
Reason
New Case
Contact
Robert Hartigan
Owner
Jessica Sells
Created
Jan 30, 2026
Work Orders from this Case (1)
WO-01341066 (current) Invoiced
Preventive Maintenance • Thomas J Langenberg Jr
Created: Jan 30, 2026 • Closed: Feb 19, 2026
Completed with significant delays
Invoiced • 195 days old
🚨
Primary Delay 25.5 days stuck in "Billing Review"
⏱️
Total Delay 39.4 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
L2 Screening
0.4d / 1.0d SLA
Awaiting Parts
11.0d / 3.0d SLA
Reschedule
0.2d / 2.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
3.0d / 2.0d SLA
Tech On Site
0.7d / 1.0d SLA
Closed
3.1d / 1.0d SLA
Ready to Bill
6.8d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA
Billing Review
25.5d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/3/26 DPatton - 4 hours for PM labor - Can we bill 4 labor hours?

3/9/26 DPatton - Request to delete SM-255485 due to billing question for acct mgr

3/3/26 DPatton - 4 hours for PM labor - Is it OK to bill this way ? INVOICE PENDING

TBA exceeded quote due to additional labor.

2/17 KKelch called Robert to schedule for 2/19 between 12 and 2 pm. Customer confirmed. 

🔧 Work Performed
performed pm and cleaning cycles as outlined. Unit passed function test and returned to service.
🔍 Technician Findings
pm due
⚠️ Problem Description
Q-00032265 EZ Plus Series Autoclaves (EZ9, EZ11) SN 23051580 Regular maintenance/ service on autoclave machine. The previous servicer became unreliable, so just looking for someone new. Part needed QTY 1 PN PMEZ10
📄 Description
Tuttnauer EZ Plus series autoclaves; EZ9 & EZ11 Plus

Timeline

📞
Case Linked Jan 30, 10:15 AM
Case Number: 00563757
Subject: PM service needed
Status: Closed
📋
2 Work Order Created Jan 30, 3:50 PM
Work Order Created → Status: L2 Screening
🔍
Status: L2 Screening by Jessica Sells
From: Entered
To: L2 Screening
Duration in Previous: 0m
📦
2 Parts Requested Jan 30, 7:25 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Keith Weiss
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 3h 34m
🚨 11.6 business days
🔩
2 2x Parts Added Feb 17, 8:23 AM
2x Parts Added → Status: Reschedule
🔄
Status: Reschedule by Melissa Barrett
From: Awaiting Parts
To: Reschedule
Duration in Previous: 17d 12h
👷
2 Technician Assigned Feb 17, 9:46 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Reschedule
To: Assigned
Duration in Previous: 1h 22m
🗓️
2 Status: Scheduled Feb 17, 9:53 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-02-19T18:00:00.000+0000
3.0 business days
🔧
Status: Tech On Site by Thomas Langenberg Feb 19, 12:36 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 2d 2h
⏱️
2 5x Labor Added Feb 19, 6:23 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Thomas Langenberg
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 5h 47m, 0m
3.7 business days
📄
Status: Ready to Bill by Diane Patton Feb 24, 1:46 PM
From: Closed
To: Ready to Bill
Duration in Previous: 4d 19h
⚠️ 6.0 business days
📨
2 Status: Invoice Pending Mar 3, 2:34 PM
Status: Invoice Pending → Status: Billing Review
💵
Status: Billing Review by Diane Patton
From: Invoice Pending
To: Billing Review
Duration in Previous: 2m
🚨 26.0 business days
📄
Status: Ready to Bill by Lauren Oberg Apr 7, 7:10 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 35d 3h
📨
3 Status: Invoice Pending Apr 8, 9:02 AM
Status: Invoice Pending → Status: Invoiced → Invoice Created
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 2m
🧾
Invoice Created
Invoice Number: SM-258659

Bottlenecks

Awaiting Parts
Duration: 11.0 business days (threshold: 3.0 business days)
Exceeded by 8.0 business days
Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days
Closed
Duration: 3.1 business days (threshold: 1.0 business days)
Exceeded by 2.1 business days
Ready to Bill
Duration: 5.7 business days (threshold: 1.0 business days)
Exceeded by 4.7 business days
Billing Review
Duration: 25.5 business days (threshold: 2.0 business days)
Exceeded by 23.5 business days
Ready to Bill
Duration: 1.1 business days (threshold: 1.0 business days)
Exceeded by 0.8 business hours

🔗 Related Artifacts

📞
Case 00563757
Closed
📦
Parts Order 00089455
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P7
Type
Preventive Maintenance
Branch
N/A
Technician
Thomas J Langenberg Jr
Scheduled
Feb 19, 1:00 PM
Created
Jan 30, 3:50 PM
Invoice #
SM-258659

Work Details (7)

Name Type Status Qty Amount Date
WL-03108290 Parts Open 1 $742.12 Feb 17, 8:23 AM
WL-03108291 Expenses Open 1 $28.52 Feb 17, 8:23 AM
WL-03112754 Labor Open 1.45 $500.00 Feb 19, 6:23 PM
WL-03112755 Labor Open 3.85 $596.00 Feb 19, 6:23 PM
WL-03112756 Labor Open 1.5333333333333 $0.00 Feb 19, 6:23 PM
WL-03112757 Travel Open 61 $0.00 Feb 19, 6:23 PM
WL-03112758 Travel Open 73 $0.00 Feb 19, 6:23 PM

Details