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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01279235 ↗ ServiceMax

United Vein and Vascular Centers • Depot • PSM

📍 Memorial OBL — 11221 Katy Freeway STE115, Houston TX 77079, Houston TX, 77079

Jun 13, 2025 → Sep 29, 2025

✅ Completed
PSM
SLA Clock
Last business day of June 2025 · Target: Jun 30, 2025
✗ SLA Missed (61 biz days late)
Active: 72 biz days
Paused: 1 biz days
🕐 Clock stopped: Invoiced (Sep 29, 2025)
▶ Clock Running
Status: Created
Jun 13 → Jun 13, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Jun 13 → Jun 13, 2025
0 business days (counted)
Running total: 0 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Jun 13 → Jun 16, 2025
1 business day (not counted)
6d
▶ Clock Running
Status: Reschedule
Jun 16 → Jun 25, 2025
6 business days (counted)
Running total: 6 of ? biz days used
66d
▶ Clock Running
Status: On Hold
Jun 25 → Sep 29, 2025
66 business days (counted)
Running total: 72 of ? biz days used
▶ Clock Running
Status: Closed
Sep 29 → Sep 29, 2025
0 business days (counted)
Running total: 72 of ? biz days used
Created: Jun 13, 2025 Invoiced: Sep 29, 2025
Show SLA Clock Detail (6 periods)
Period Status Clock Biz Days Running Total
Jun 13 → Jun 13 Created ▶ Running 0 0
Jun 13 → Jun 13 Assigned ▶ Running 0 0
Jun 13 → Jun 16 Awaiting Parts ⏸ Paused 1
Jun 16 → Jun 25 Reschedule ▶ Running 6 6
Jun 25 → Sep 29 On Hold ▶ Running 66 72
Sep 29 → Sep 29 Closed ▶ Running 0 72
Dispatch 0.0d
Material Management 1.7d
Holding 66.7d (excluded)
Coordinators 7.0d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Material Management
1.7 days
Holding (excluded from total)
66.7 days
Coordinators
7.0 days
Over SLA
Billing
0.0 days
Created: Jun 13, 2025 Due: Aug 29, 2025 Completed: Sep 29, 2025 (30 days late)
📅
73.8 days Total Age
⏱️
66.7d in On Hold Longest Stage
🔄
7 transitions Status Changes
⚠️
6.9d over Total Delay
📦
2 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00498931
Needs quote
Closed
Q-00028533 Follow up to WO-01276361 Inspection #: 27864 Asset ID: 13245451 Mindray - DPM-6 Serial #: DT-51007737 Notes: Failed Calibration Follow-up required. Recommend remove from service. Reviewed service with customer, quote needed Equipment will not calibrate NOT ABLE TO OBTAIN ANY ACCURATE READINGS WITHIN THE ACCEPTABLE TOLERANCES FOR NIBP AND SPO2 This unit will need to be shipped to our repair depot for Calibration / Repair / Full PM service. Recommend based on age of unit: 1x- B11775-Mindray DPM6 https://www.ebiotrack.com/workorder.php?wo=66103
Priority
Standard
Origin
Email
Reason
New Case
Contact
Bradley Cardenas
Owner
Sherry Reich
Created
Jun 4, 2025
Work Orders from this Case (3)
WO-01279235 (current) Invoiced
Depot • Ryan Schwochow
Created: Jun 13, 2025 • Closed: Sep 29, 2025
WO-01308603 Invoiced
Depot • Samuel A Klein
Created: Oct 9, 2025 • Closed: Jan 8, 2026
WO-01313342 Canceled
Depot
Created: Nov 5, 2025
Completed with minor delays
Invoiced • 264 days old
🚨
Primary Delay 66.7 days stuck in "On Hold"
⏱️
Total Delay 6.9 business days over SLA thresholds
📦
Parts Pending 1 parts order(s) awaiting fulfillment

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.0d / 0.5d SLA
Assigned
0.0d / 0.5d SLA
Awaiting Parts
1.7d / 3.0d SLA
Reschedule
7.0d / 2.0d SLA
On Hold
66.7d
Closed
2.9d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

8/14-RS: e2a Sent with quote and RL

On-Hold Awaiting equipment - Close by EOM and bill for expenses used if no response


6/25-: On-Hold awaiting equipment - box and Packing material delivered - awaiting shipment to depot

🔧 Work Performed
Box and packing material - 24 x 18 x 12" Corrugated Boxes Shipment Tracking Number: 1Z01E3E70397875108 Delivered: 6/19/2025 RMA Tracking Number 1Z01E3E79093785102 Shipper created a label, UPS has not received the package yet.
🔍 Technician Findings
depot service requested - quoted - Box and return labels sent to site
⚠️ Problem Description
Q-00028533 Follow up to WO-01276361 Inspection #: 27864 Asset ID: 13245451 Mindray - DPM-6 Serial #: DT-51007737 Notes: Failed Calibration Follow-up required. Recommend remove from service. Reviewed service with customer, quote needed Equipment will not calibrate NOT ABLE TO OBTAIN ANY ACCURATE READINGS WITHIN THE ACCEPTABLE TOLERANCES FOR NIBP AND SPO2 This unit will need to be shipped to our repair depot for Calibration / Repair / Full PM service. Recommend based on age of unit: 1x- B11775-Mindray DPM6 https://www.ebiotrack.com/workorder.php?wo=66103

Timeline

📞
Case Linked Jun 4, 3:12 PM
Case Number: 00498931
Subject: Needs quote
Status: Closed
⚠️ 8.0 business days
📋
3 Work Order Created Jun 13, 1:57 PM
Work Order Created → Technician Assigned → Status: Assigned
👷
Technician Assigned by Sherry Reich
Technician: Ryan Schwochow
👷
Status: Assigned by Sherry Reich
From: Entered
To: Assigned
Duration in Previous: 1m
📦
2 Parts Requested Jun 13, 2:12 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Ryan Schwochow
From: Assigned
To: Awaiting Parts
Duration in Previous: 14m
2.0 business days
🔩
4 2x Parts Added Jun 16, 10:18 AM
2x Parts Added → Status: Reschedule → Parts Requested → Expenses Added
🔄
Status: Reschedule by Emily Wilson
From: Awaiting Parts
To: Reschedule
Duration in Previous: 2d 20h
📦
Parts Requested
Order: 00076772
Status: Open
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
⚠️ 7.0 business days
⏸️
Status: On Hold by Ryan Schwochow Jun 25, 2:38 PM
From: Reschedule
To: On Hold
Duration in Previous: 9d 4h
🚨 67.0 business days
🏁
Status: Closed by Ryan Schwochow Sep 29, 12:36 PM
From: On Hold
To: Closed
Duration in Previous: 95d 21h
3.0 business days
📄
2 Status: Ready to Bill Oct 1, 4:29 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Nancy Suarez
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🧾
Invoice Created Oct 2, 11:00 AM
Invoice Number: SM-242579

Bottlenecks

Reschedule
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 00498931
Closed
📦
Parts Order 00076735
Closed
📦
Parts Order 00076772
Open

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Depot
Branch
N/A
Technician
Ryan Schwochow
Scheduled
N/A
Created
Jun 13, 1:57 PM
Invoice #
SM-242579

Work Details (3)

Name Type Status Qty Amount Date
WL-02831631 Parts Open 1 $3.86 Jun 16, 10:18 AM
WL-02831632 Parts Open 1 $0.00 Jun 16, 10:18 AM
WL-02831634 Expenses Open 1 $22.14 Jun 16, 10:20 AM

Details