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WO-01299480 ↗ ServiceMax

MIDMARK • Preventive Maintenance • P4

📍 Live Oak County Vet Services — 121 County Road 314, George West TX, 78022-3616

Aug 25, 2025 → Sep 4, 2025

✅ Completed
P4
SLA Clock
4 business days from creation · Target: Aug 29, 2025
✗ SLA Missed (2 biz days late)
Active: 6 biz days
Paused: 2 biz days
Budget: 4 biz days
🕐 Clock stopped: Completed (Sep 5, 2025)
SLA Target
▶ Clock Running
Status: Created
Aug 25 → Aug 25, 2025
0 business days (counted)
Running total: 0 of 4 biz days used
▶ Clock Running
Status: Ready for Scheduling
Aug 25 → Aug 25, 2025
0 business days (counted)
Running total: 0 of 4 biz days used
▶ Clock Running
Status: Assigned
Aug 25 → Aug 25, 2025
0 business days (counted)
Running total: 0 of 4 biz days used
⏸2d
⏸ Clock Paused
Status: Awaiting Parts - Customer
Aug 25 → Aug 27, 2025
2 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
Aug 27 → Aug 27, 2025
0 business days (counted)
Running total: 0 of 4 biz days used
3d
▶ Clock Running
Status: Assigned
Aug 27 → Sep 2, 2025
3 business days (counted)
Running total: 3 of 4 biz days used
3d
▶ Clock Running
Status: Scheduled
Sep 2 → Sep 5, 2025
3 business days (counted)
Running total: 6 of 4 biz days used
Created: Aug 25, 2025 Completed: Sep 5, 2025
Business Days Used 6 / 4
0 4d budget +2d over
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Aug 25 → Aug 25 Created ▶ Running 0 0 / 4
Aug 25 → Aug 25 Ready for Scheduling ▶ Running 0 0 / 4
Aug 25 → Aug 25 Assigned ▶ Running 0 0 / 4
Aug 25 → Aug 27 Awaiting Parts - Customer ⏸ Paused 2
Aug 27 → Aug 27 Ready for Scheduling ▶ Running 0 0 / 4
Aug 27 → Sep 2 Assigned ▶ Running 3 3 / 4
Sep 2 → Sep 5 Scheduled ▶ Running 3 6 / 4
Dispatch 0.0d
Material Management 2.4d
Coordinators 6.8d
Field Work 0.0d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Material Management
2.4 days
Coordinators
6.8 days
Over SLA
Field Work
0.0 days
Billing
0.0 days
Created: Aug 25, 2025 Due: Sep 9, 2025 Completed: Sep 5, 2025 (4 days early)
📅
7.7 days Total Age
⏱️
3.4d in Assigned Longest Stage
🔄
9 transitions Status Changes
⚠️
4.2d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00521859
Midmark Service Request Dispatch Authorization - WO-00097286
Closed
Travel Zone 2 Dispatch Type Maintenance PROBLEM SUMMARY PM NWD ADDITIONAL NOTES PM Service Requirements: Tech needs to watch the training video ( https://www.youtube.com/watch?v=U-Pk5zkW0ug) prior to them going on-site. Tech to follow the checklist that is sent in the PM Kit. Tech needs to show up on site with the proper supplies (including distilled water). Tech needs to submit to Midmark completed/signed checklist. Tech should also leave a copy of completed checklist with Customer. For assistance, troubleshooting, or parts identification, contact Veterinary Tech Service at 844-856-1232, option 1. PCR CODES Problem Cause Resolution UM GENERAL INQUIRY UM GENERAL INQUIRY GENERAL INQUIRY
Priority
Standard
Origin
Email
Reason
New Case
Contact
Jessica Alonzo
Owner
John Rolston
Created
Aug 25, 2025
Work Orders from this Case (1)
WO-01299480 (current) Invoiced
Preventive Maintenance • Chane Lacy
Created: Aug 25, 2025 • Closed: Sep 4, 2025
Completed with minor delays
Invoiced • 191 days old
🚨
Primary Delay 3.4 days stuck in "Assigned"
⏱️
Total Delay 4.2 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
0.1d / 1.0d SLA
Awaiting Parts - Customer
2.4d
Assigned
3.4d / 0.5d SLA
Scheduled
3.2d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/3/2025 Sramen - updated due date based on parts delivery. Removed delay code.


9/2 KKelch called Jessica to schedule for 9/4 between 1 and 2 pm. Customer confirmed. Scheduled past SLA due to tech availability in the area. 

8/29 KKelch called Jessica to schedule for 9/4 between 1 and 2 pm. Advised to call back on Tuesday. 

8/27/25 SReich

Order No: 722563 Customer PO No: SR1443870 Customer: Live Oak County Vet Services Service Request NO: 1443870 Ship To Name: Live Oak County Vet Services Ship To Address: 121 County Road 314 Ship To City/State: George West, TX 78022-3616 Waybill (Tracking #): 1ZE444250375548357 Carrier: UPS-Parcel-Ground


08/25/2025 JRolston - Called site to reach site POC, Jessica Alonzo @ (361) 449-5440. LM with Amanda / Front Desk, advising her that WO has been received, and will receive call from coordinators to schedule accordingly once shipped parts ETA has been confirmed.


08/25/2025 JRolston - Called site to reach site POC, Jessica Alonzo @ (361) 449-5440. Unable to reach live personnel or to leave message. Will reattempt.

🔧 Work Performed
9/4 CLacy PM Service completed to manufacture specs. Functional and cycle testing completed and passed. This unit is ready to return to service
🔍 Technician Findings
PM Service requested. unit is in working condition
⚠️ Problem Description
Travel Zone 2 Dispatch Type Maintenance PROBLEM SUMMARY PM NWD ADDITIONAL NOTES PM Service Requirements: Tech needs to watch the training video ( https://www.youtube.com/watch?v=U-Pk5zkW0ug) prior to them going on-site. Tech to follow the checklist that is sent in the PM Kit. Tech needs to show up on site with the proper supplies (including distilled water). Tech needs to submit to Midmark completed/signed checklist. Tech should also leave a copy of completed checklist with Customer. For assistance, troubleshooting, or parts identification, contact Veterinary Tech Service at 844-856-1232, option 1. PCR CODES Problem Cause Resolution UM GENERAL INQUIRY UM GENERAL INQUIRY GENERAL INQUIRY
📄 Description
Midmark Model M11 (Series) Self Contained Steam Sterilizer (Includes ALL M11 Models)

Timeline

📞
Case Linked Aug 25, 2:50 PM
Case Number: 00521859
Subject: Midmark Service Request Dispatch Authorization - WO-00097286
Status: Closed
📋
Work Order Created Aug 25, 4:11 PM
Work Order: WO-01299480
Type: Preventive Maintenance
Priority: P4
📅
Status: Ready for Scheduling by John Rolston Aug 25, 4:17 PM
From: Entered
To: Ready for Scheduling
Duration in Previous: 5m
👷
2 Technician Assigned Aug 25, 4:28 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling, Assigned
To: Assigned, Awaiting Parts - Customer
Duration in Previous: 11m, 0m
2.9 business days
📅
Status: Ready for Scheduling by Sherry Reich Aug 27, 3:49 PM
From: Awaiting Parts - Customer
To: Ready for Scheduling
Duration in Previous: 1d 23h
👷
2 Technician Assigned Aug 27, 4:31 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 42m
2.9 business days
👷
Technician Assigned by Kaitlyn Kelch Aug 29, 10:12 AM
Technician: Chane Lacy
2.0 business days
📅
2 Dispatch Scheduled Sep 2, 9:28 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kaitlyn Kelch
From: Assigned
To: Scheduled
Duration in Previous: 5d 16h
3.0 business days
⏱️
5x Labor Added Sep 4, 9:32 PM
Type: Labor, Travel
Status: Open
Qty: 2, 5, 109, 246
✔️
3 Status: Completed Sep 4, 9:49 PM
Status: Completed → Expenses Added → Status: Closed
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
🏁
Status: Closed by Chane Lacy
From: Completed
To: Closed
Duration in Previous: 1m
📄
2 Status: Ready to Bill Sep 5, 12:47 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Nancy Suarez
From: Invoice Pending
To: Invoiced
Duration in Previous: 3m
2.0 business days
🧾
Invoice Created Sep 8, 2:18 PM
Invoice Number: SM-240179

Bottlenecks

Assigned
Duration: 3.4 business days (threshold: 4.0 business hours)
Exceeded by 2.9 business days
Scheduled
Duration: 3.2 business days (threshold: 2.0 business days)
Exceeded by 1.2 business days

🔗 Related Artifacts

📞
Case 00521859
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P4
Type
Preventive Maintenance
Branch
N/A
Technician
Chane Lacy
Scheduled
Sep 4, 2:00 PM
Created
Aug 25, 4:11 PM
Invoice #
SM-240179

Work Details (6)

Name Type Status Qty Amount Date
WL-02925982 Labor Open 2 $0.00 Sep 4, 9:32 PM
WL-02925983 Labor Open 2 $240.00 Sep 4, 9:32 PM
WL-02925984 Labor Open 5 $0.00 Sep 4, 9:32 PM
WL-02925985 Travel Open 109 $110.00 Sep 4, 9:32 PM
WL-02925986 Travel Open 246 $0.00 Sep 4, 9:32 PM
WL-02926005 Expenses Open 1 $0.00 Sep 4, 9:50 PM

Details