Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01350552 ↗ ServiceMax

Alcanza Clinical Research Group • Inspection • PSM

📍 ActiveMed - Methuen — 421 Merrimack Street, Suite 203, Methuen MA, 01844

Feb 9, 2026 → Apr 21, 2026

✅ Completed
PSM
SLA Clock
Last business day of February 2026 · Target: Feb 27, 2026
✗ SLA Missed (36 biz days late)
Active: 50 biz days
🕐 Clock stopped: Completed (Apr 21, 2026)
▶ Clock Running
Status: Created
Feb 9 → Feb 9, 2026
0 business days (counted)
Running total: 0 of ? biz days used
8d
▶ Clock Running
Status: Ready for Scheduling
Feb 9 → Feb 20, 2026
8 business days (counted)
Running total: 8 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 20 → Feb 23, 2026
1 business day (counted)
Running total: 9 of ? biz days used
27d
▶ Clock Running
Status: Scheduled
Feb 23 → Apr 1, 2026
27 business days (counted)
Running total: 36 of ? biz days used
▶ Clock Running
Status: Reschedule
Apr 1 → Apr 1, 2026
0 business days (counted)
Running total: 36 of ? biz days used
12d
▶ Clock Running
Status: Scheduled
Apr 1 → Apr 17, 2026
12 business days (counted)
Running total: 48 of ? biz days used
▶ Clock Running
Status: Entered
Apr 17 → Apr 17, 2026
0 business days (counted)
Running total: 48 of ? biz days used
▶ Clock Running
Status: Assigned
Apr 17 → Apr 17, 2026
0 business days (counted)
Running total: 48 of ? biz days used
▶ Clock Running
Status: Scheduled
Apr 17 → Apr 21, 2026
2 business days (counted)
Running total: 50 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 21 → Apr 21, 2026
0 business days (counted)
Running total: 50 of ? biz days used
Created: Feb 9, 2026 Completed: Apr 21, 2026
Show SLA Clock Detail (10 periods)
Period Status Clock Biz Days Running Total
Feb 9 → Feb 9 Created ▶ Running 0 0
Feb 9 → Feb 20 Ready for Scheduling ▶ Running 8 8
Feb 20 → Feb 23 Assigned ▶ Running 1 9
Feb 23 → Apr 1 Scheduled ▶ Running 27 36
Apr 1 → Apr 1 Reschedule ▶ Running 0 36
Apr 1 → Apr 17 Scheduled ▶ Running 12 48
Apr 17 → Apr 17 Entered ▶ Running 0 48
Apr 17 → Apr 17 Assigned ▶ Running 0 48
Apr 17 → Apr 21 Scheduled ▶ Running 2 50
Apr 21 → Apr 21 Tech On Site ▶ Running 0 50
Dispatch 0.0d
Coordinators 54.5d
Field Work 1.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
54.5 days
Over SLA
Field Work
1.0 days
Created: Feb 9, 2026 Due: Apr 30, 2026 Completed: Apr 21, 2026 (9 days early)
📅
50.8 days Total Age
⏱️
27.8d in Scheduled Longest Stage
🔄
10 transitions Status Changes
⚠️
47.2d 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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Originating Case

Open in Salesforce →
🎫
Case #00566434
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 56 Pcs https://www.ebiotrack.com/inspection.php?iid=32953
Priority
Standard
Origin
Email
Reason
New Case
Contact
Chloe Armstrong
Owner
Kimberly Hardison
Created
Feb 8, 2026
Work Orders from this Case (1)
WO-01350552 (current) Invoiced
Inspection • Jason Morris
Created: Feb 9, 2026 • Closed: Apr 21, 2026
Completed with significant delays
Invoiced • 186 days old
🚨
Primary Delay 27.8 days stuck in "Scheduled"
⏱️
Total Delay 47.2 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
8.8d / 1.0d SLA
Assigned
1.8d / 0.5d SLA
Scheduled
43.8d / 2.0d SLA
Reschedule
0.0d / 2.0d SLA
Tech On Site
0.7d / 1.0d SLA
Completed
0.2d / 1.0d SLA
Closed
1.3d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
4/1 KSmith -- Rescheduled for 4/21 with Akram. Per sites request, please do not reschedule again. 9-11am

4/1 KSmith -- Need to reschedule due to Atrius sites taking priority. Sent email to reschedule for 4/21

2/23 KSmith -- Scheduled for 4/2 with Akram. 9-11am

2/23 KSmith -- Akram advised site is only open until 12pm on Fridays. Provided 4/2 as a scheduled date and am awaiting response

2/23 KSmith -- Sent email to schedule for 4/3

2/20 KSmith -- Chloe is no with the company. POC is akram.assaf@activmedresearch.com '

2/20 KSmith -- Sent email to schedule for 4/3

🔧 Work Performed
Performed inspection and calibration on current equipment per manufacturer specificantions. Added new equipment into inventory and inspected.
🔍 Technician Findings
Site in need of annual inspection, calibration, and tests.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 56 Pcs https://www.ebiotrack.com/inspection.php?iid=32953

Timeline

📞
Case Linked Feb 8, 6:00 AM
Case Number: 00566434
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
⏳ 1.0 business days
📋
▶
2 Work Order Created Feb 9, 12:12 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⚠️ 9.0 business days
👷
▶
2 Technician Assigned Feb 20, 12:20 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 11d 0h
⏳ 2.0 business days
👷
▶
3 Technician Assigned Feb 23, 12:55 PM
Technician Assigned → Status: Scheduled → Dispatch Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 3d 0h
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-04-02T13:00:00.000+0000
🚨 28.0 business days
🔄
Status: Reschedule by Kourtney Smith Apr 1, 10:43 AM
From: Scheduled
To: Reschedule
Duration in Previous: 36d 20h
🗓️
▶
2 Status: Scheduled Apr 1, 11:06 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-04-21T14:00:00.000+0000
🚨 13.0 business days
🆕
▶
3 Status: Entered Apr 17, 8:50 AM
Status: Entered → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: Jason Morris
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-04-21T13:00:00.000+0000
⏳ 3.0 business days
🔧
Status: Tech On Site by Jason Morris Apr 21, 9:52 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 4d 1h
⏱️
▶
3 2x Labor Added Apr 21, 3:40 PM
2x Labor Added → 2x Travel Added → Status: Completed
🚗
2x Travel Added
Type: Travel
Status: Open
Qty: 55
✔️
Status: Completed by Jason Morris
From: Tech On Site
To: Completed
Duration in Previous: 5h 51m
⏱️
▶
2 Labor Added Apr 21, 5:42 PM
Labor Added → Status: Closed
🏁
Status: Closed by Jason Morris
From: Completed
To: Closed
Duration in Previous: 1h 59m
📄
Status: Ready to Bill by Diane Patton Apr 22, 10:56 AM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 17h 12m, 0m
⏳ 3.0 business days
🧾
Invoice Created Apr 25, 12:54 AM
Invoice Number: SM-259819

Bottlenecks

Ready for Scheduling
Duration: 8.8 business days (threshold: 1.0 business days)
Exceeded by 7.8 business days
Assigned
Duration: 1.8 business days (threshold: 4.0 business hours)
Exceeded by 1.3 business days
Scheduled
Duration: 27.8 business days (threshold: 2.0 business days)
Exceeded by 25.8 business days
Scheduled
Duration: 13.0 business days (threshold: 2.0 business days)
Exceeded by 11.0 business days
Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days
Closed
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.3 business hours

🔗 Related Artifacts

📞
Case 00566434
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Jason Morris
Scheduled
Apr 21, 9:00 AM
Created
Feb 9, 12:12 PM
Invoice #
SM-259819

Work Details (5)

Name Type Status Qty Amount Date
WL-03194574 Labor Open 1.75 $0.00 Apr 21, 3:40 PM
WL-03194575 Labor Open 6 $2,691.00 Apr 21, 3:40 PM
WL-03194576 Travel Open 55 - Apr 21, 3:42 PM
WL-03194577 Travel Open 55 - Apr 21, 3:42 PM
WL-03194890 Labor Open 2 $0.00 Apr 21, 5:42 PM

Details