Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01352754 ↗ ServiceMax

North Pointe Surgery Centers • Misc. Inspection • P5

📍 North Pointe Surgery Center Lebanon — 1701 Cornwall Road, Lebanon PA, 17042

Feb 19, 2026 → Feb 24, 2026

✅ Completed
P5
SLA Clock
5 business days from creation · Target: Feb 26, 2026
✓ SLA Met (2 biz days early)
Active: 3 biz days
Budget: 5 biz days
🕐 Clock stopped: Completed (Feb 24, 2026)
SLA Target
▶ Clock Running
Status: Created
Feb 19 → Feb 19, 2026
0 business days (counted)
Running total: 0 of 5 biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 19 → Feb 19, 2026
0 business days (counted)
Running total: 0 of 5 biz days used
▶ Clock Running
Status: Assigned
Feb 19 → Feb 19, 2026
0 business days (counted)
Running total: 0 of 5 biz days used
3d
▶ Clock Running
Status: Scheduled
Feb 19 → Feb 24, 2026
3 business days (counted)
Running total: 3 of 5 biz days used
▶ Clock Running
Status: Tech On Site
Feb 24 → Feb 24, 2026
0 business days (counted)
Running total: 3 of 5 biz days used
Created: Feb 19, 2026 Completed: Feb 24, 2026
Business Days Used 3 / 5
0 5d budget
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Feb 19 → Feb 19 Created ▶ Running 0 0 / 5
Feb 19 → Feb 19 Ready for Scheduling ▶ Running 0 0 / 5
Feb 19 → Feb 19 Assigned ▶ Running 0 0 / 5
Feb 19 → Feb 24 Scheduled ▶ Running 3 3 / 5
Feb 24 → Feb 24 Tech On Site ▶ Running 0 3 / 5
Dispatch 0.0d
Coordinators 4.1d
Field Work 0.1d
Billing 0.0d
✓ SLA Met
Dispatch
0.0 days
Coordinators
4.1 days
Over SLA
Field Work
0.1 days
Billing
0.0 days
Created: Feb 19, 2026 Due: Feb 26, 2026 Completed: Feb 24, 2026 (2 days early)
📅
4.0 days Total Age
⏱️
3.7d in Scheduled Longest Stage
🔄
8 transitions Status Changes
⚠️
3.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00569892
emailed customer to confirm second address 2/19
Closed
Inspection: New Miscellaneous Equipment Inspection https://www.ebiotrack.com/inspection.php?iid=33146 5 new blanket warmers
Priority
Standard
Origin
Email
Reason
New Case
Contact
Walter C Daily
Owner
Jessica Sells
Created
Feb 18, 2026
Work Orders from this Case (2)
WO-01352733 Invoiced
Misc. Inspection • Pero Popovic
Created: Feb 19, 2026 • Closed: Feb 24, 2026
WO-01352754 (current) Invoiced
Misc. Inspection • Pero Popovic
Created: Feb 19, 2026 • Closed: Feb 24, 2026
Completed with minor delays
Invoiced • 175 days old
🚨
Primary Delay 3.7 days stuck in "Scheduled"
⏱️
Total Delay 3.6 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
0.3d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
3.7d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Closed
2.9d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2/23 MOwens Walt called back and the visit is scheduled for 2/24 again.

2/23 MOwens Called Walter back to ask if we can change the schedule back for the visit on 2/24 instead of 2/25 in the morning.

2/23 MOwens Called Walter back to change the schedule date from 2/24 to 2/25 since the tech is not feeling well.

2/19 MOwens Sent email to Walter Daily to confirm scheduling the visit for this location on 2/24 between 8-12.

🔧 Work Performed
Performed annual inspection ( 5 pcs )
🔍 Technician Findings
Checked with staff for inspection of devices
⚠️ Problem Description
Inspection: New Miscellaneous Equipment Inspection https://www.ebiotrack.com/inspection.php?iid=33146 5 new blanket warmers

Timeline

📞
Case Linked Feb 18, 5:34 PM
Case Number: 00569892
Subject: emailed customer to confirm second address 2/19
Status: Closed
📋
2 Work Order Created Feb 19, 10:14 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Jessica Sells
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Feb 19, 12:43 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2h 29m
🗓️
2 Status: Scheduled Feb 19, 1:05 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2026-02-24T15:30:00.000+0000
📅
Dispatch Scheduled by Melissa Owens Feb 19, 3:39 PM
Scheduled For: 2026-02-24T16:00:00.000+0000
3.0 business days
📅
Dispatch Scheduled by Melissa Owens Feb 23, 10:04 AM
Scheduled For: 2026-02-25T16:00:00.000+0000
📅
Dispatch Scheduled by Melissa Owens Feb 23, 11:41 AM
Scheduled For: 2026-02-24T16:00:00.000+0000
📅
Dispatch Scheduled by Melissa Owens Feb 23, 1:29 PM
Scheduled For: 2026-02-24T14:00:00.000+0000
🔧
Status: Tech On Site by Pero Popovic Feb 24, 10:59 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 4d 21h
⏱️
3x Labor Added Feb 24, 11:04 AM
Type: Labor, Travel
Status: Open
Qty: 1, 32
✔️
Status: Completed by Pero Popovic Feb 24, 11:46 AM
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 47m, 0m
3.0 business days
📄
3 Status: Ready to Bill Feb 26, 3:36 PM
Status: Ready to Bill → Status: Invoice Pending → Status: Invoiced
📨
Status: Invoice Pending by Diane Patton
From: Ready to Bill, Invoice Pending, Billing Review
To: Invoice Pending, Billing Review
Duration in Previous: 2m, 0m
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
⚠️ 7.0 business days
🧾
Invoice Created Mar 6, 3:03 PM
Invoice Number: SM-255009

Bottlenecks

Scheduled
Duration: 3.7 business days (threshold: 2.0 business days)
Exceeded by 1.7 business days
Closed
Duration: 2.9 business days (threshold: 1.0 business days)
Exceeded by 1.9 business days

🔗 Related Artifacts

📞
Case 00569892
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P5
Type
Misc. Inspection
Branch
N/A
Technician
Pero Popovic
Scheduled
Feb 24, 9:00 AM
Created
Feb 19, 10:14 AM
Invoice #
SM-255009

Work Details (3)

Name Type Status Qty Amount Date
WL-03117458 Labor Open 1 $149.00 Feb 24, 11:04 AM
WL-03117459 Labor Open 1 $149.00 Feb 24, 11:04 AM
WL-03117460 Travel Open 32 $0.00 Feb 24, 11:04 AM

Details