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← WO Overview

WO-01300710 ↗ ServiceMax

MIDMARK • Preventive Maintenance • P4

📍 California Cosmetic Medical Inst — 27725 Santa Margarita Pkwy Suite 141, Mission Viejo CA, 92691-6704

Sep 2, 2025 → Sep 16, 2025

✅ Completed
P4
SLA Clock
4 business days from creation · Target: Sep 8, 2025
✗ SLA Missed (7 biz days late)
Active: 11 biz days
Budget: 4 biz days
🕐 Clock stopped: Completed (Sep 17, 2025)
SLA Target
▶ Clock Running
Status: Created
Sep 2 → Sep 2, 2025
0 business days (counted)
Running total: 0 of 4 biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 2 → Sep 2, 2025
0 business days (counted)
Running total: 0 of 4 biz days used
▶ Clock Running
Status: Assigned
Sep 2 → Sep 3, 2025
1 business day (counted)
Running total: 1 of 4 biz days used
▶ Clock Running
Status: Entered
Sep 3 → Sep 3, 2025
0 business days (counted)
Running total: 1 of 4 biz days used
4d
▶ Clock Running
Status: Assigned
Sep 3 → Sep 9, 2025
4 business days (counted)
Running total: 5 of 4 biz days used
6d
▶ Clock Running
Status: Scheduled
Sep 9 → Sep 17, 2025
6 business days (counted)
Running total: 11 of 4 biz days used
Created: Sep 2, 2025 Completed: Sep 17, 2025
Business Days Used 11 / 4
0 4d budget +7d over
Show SLA Clock Detail (6 periods)
Period Status Clock Biz Days Running Total
Sep 2 → Sep 2 Created ▶ Running 0 0 / 4
Sep 2 → Sep 2 Ready for Scheduling ▶ Running 0 0 / 4
Sep 2 → Sep 3 Assigned ▶ Running 1 1 / 4
Sep 3 → Sep 3 Entered ▶ Running 0 1 / 4
Sep 3 → Sep 9 Assigned ▶ Running 4 5 / 4
Sep 9 → Sep 17 Scheduled ▶ Running 6 11 / 4
Dispatch 0.0d
Coordinators 12.4d
Billing 6.4d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
12.4 days
Over SLA
Billing
6.4 days
Created: Sep 2, 2025 Due: Sep 12, 2025 Completed: Sep 17, 2025 (4 days late)
📅
11.1 days Total Age
⏱️
6.4d in Scheduled Longest Stage
🔄
14 transitions Status Changes
⚠️
9.4d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00523767
Midmark Service Request Dispatch Authorization - WO-00100141
Closed
Travel Zone 1 PROBLEM SUMMARY PM NWD 2YR 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. DISPATCH ITEMS Serial # V101056 Item M9-022 ITEM DESCRIPTION RITTER M9 ULTRACLAVE 115V PCR CODES Problem Cause Resolution UM GENERAL INQUIRY UM GENERAL INQUIRY GENERAL INQUIRY Problem Change Cause Change Resolution Change PARTS Service Activity Line Status Order Number Product Code Estimated Qty Actual Qty Tracking Number Ship Exchanged Open 723751 002-10250-00 1.00000
Priority
Standard
Origin
Email
Reason
New Case
Contact
Marylyn Hagerty
Owner
Shelby Robinson
Created
Sep 2, 2025
Work Orders from this Case (1)
WO-01300710 (current) Invoiced
Preventive Maintenance • Rene Yescas
Created: Sep 2, 2025 • Closed: Sep 16, 2025
Completed with minor delays
Invoiced • 183 days old
🚨
Primary Delay 6.4 days stuck in "Scheduled"
⏱️
Total Delay 9.4 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
Ready for Scheduling
0.1d / 1.0d SLA
Assigned
6.0d / 0.5d SLA
Scheduled
6.4d / 2.0d SLA
Closed
3.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA
Invoiced
1.3d
Billing Review
1.0d / 2.0d SLA
WO Correction Needed
4.1d

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/23/25 NSuarez the SRA attached is not for this work order look like this form is for customer case SR 1252952 123582 That is for work order WO-01196341 please fill out form attached by Shelby Robinson on 9/02 that has the correct information for this work order please don't use other SRA use the one attached by dispatch.

9/19/2025 NSuarez this is missing the PM Checklist please attach.

9/18 NSuarez sent message to Yecenia to place this work order to Billing Corrections, I need to update labor from Repair to PM, Customer was informed a new invoice would be sent with the correct amount.

9-9 Mburris email from POC to set

9-8 Mburris email sent to POC

09/03/2025 SRobinson- Due date updated to match tracking. No ETA. 1ZE444250375272967

9-3 Mburris called LM on Vmail

9-3 Mburris email sent to POC

9-2 Mburris email sent to POC

09/02/2025 SRobinson- Called Marylyn Hagerty, 949-933-2620. It went to voicemail, LM with WO# and advised a coordinator will be reaching out to schedule. 

🔧 Work Performed
performed pm service,used the pm parts .kit provided by midmark,service complete
🔍 Technician Findings
unit needs pm service
⚠️ Problem Description
Travel Zone 1 PROBLEM SUMMARY PM NWD 2YR 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. DISPATCH ITEMS Serial # V101056 Item M9-022 ITEM DESCRIPTION RITTER M9 ULTRACLAVE 115V PCR CODES Problem Cause Resolution UM GENERAL INQUIRY UM GENERAL INQUIRY GENERAL INQUIRY Problem Change Cause Change Resolution Change PARTS Service Activity Line Status Order Number Product Code Estimated Qty Actual Qty Tracking Number Ship Exchanged Open 723751 002-10250-00 1.00000
📄 Description
Midmark M9 (Series) (-001 thru -042) Self Contained Steam Sterilizer

Timeline

📞
Case Linked Sep 2, 11:09 AM
Case Number: 00523767
Subject: Midmark Service Request Dispatch Authorization - WO-00100141
Status: Closed
📋
2 Work Order Created Sep 2, 2:35 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 3m
👷
2 Technician Assigned Sep 2, 3:14 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: Ready for Scheduling
To: Assigned
Duration in Previous: 35m
2.0 business days
🆕
2 Status: Entered Sep 3, 5:02 PM
Status: Entered → Technician Assigned
👷
Technician Assigned by Michael Burris
Technician: Rene Yescas
4.9 business days
🗓️
2 Status: Scheduled Sep 9, 10:09 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2025-09-16T20:00:00.000+0000
⚠️ 6.0 business days
⏱️
2 5x Labor Added Sep 16, 11:09 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Rene Yescas
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 7d 13h, 0m
📄
2 Status: Ready to Bill Sep 17, 5:56 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Nancy Suarez
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
1.8 business days
💵
Status: Billing Review by Yecenia Campos Sep 18, 8:32 PM
From: Invoiced
To: Billing Review
Duration in Previous: 1d 2h
✏️
Status: WO Correction Needed by Nancy Suarez Sep 19, 8:17 AM
From: Billing Review
To: WO Correction Needed
Duration in Previous: 11h 44m
2.0 business days
🏁
Status: Closed by Rene Yescas Sep 22, 11:44 PM
From: WO Correction Needed
To: Closed
Duration in Previous: 3d 15h
📄
Status: Ready to Bill by Nancy Suarez Sep 23, 12:05 PM
From: Closed, Ready to Bill
To: Ready to Bill, Invoice Pending
Duration in Previous: 12h 21m, 0m
✏️
Status: WO Correction Needed by Nancy Suarez Sep 23, 12:13 PM
From: Invoice Pending
To: WO Correction Needed
Duration in Previous: 7m
🏁
Status: Closed by Rene Yescas Sep 24, 12:57 AM
From: WO Correction Needed
To: Closed
Duration in Previous: 12h 43m
💰
Status: Invoiced by Nancy Suarez Sep 24, 10:42 AM
From: Closed
To: Invoiced
Duration in Previous: 9h 45m
🚨 38.0 business days
🧾
Invoice Created Nov 18, 2:45 PM
Invoice Number: SM-241781

Bottlenecks

Assigned
Duration: 1.6 business days (threshold: 4.0 business hours)
Exceeded by 1.1 business days
Assigned
Duration: 4.4 business days (threshold: 4.0 business hours)
Exceeded by 3.9 business days
Scheduled
Duration: 6.4 business days (threshold: 2.0 business days)
Exceeded by 4.4 business days

🔗 Related Artifacts

📞
Case 00523767
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P4
Type
Preventive Maintenance
Branch
N/A
Technician
Rene Yescas
Scheduled
Sep 16, 4:00 PM
Created
Sep 2, 2:35 PM
Invoice #
SM-241781

Work Details (5)

Name Type Status Qty Amount Date
WL-02938255 Labor Open 1 $0.00 Sep 16, 11:09 PM
WL-02938256 Labor Open 2.5 $240.00 Sep 16, 11:09 PM
WL-02938257 Labor Open 1 $0.00 Sep 16, 11:09 PM
WL-02938258 Travel Open 25 $110.00 Sep 16, 11:09 PM
WL-02938259 Travel Open 25 $0.00 Sep 16, 11:09 PM

Details