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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01305102 ↗ ServiceMax

MIDMARK • Preventive Maintenance • P4

📍 Northern Colorado Veterinary Center — 8305 Wellington Blvd Unit 103, Wellington CO, 80549

Sep 18, 2025 → Sep 27, 2025

✅ Completed
P4
SLA Clock
4 business days from creation · Target: Sep 24, 2025
✗ SLA Missed (1 biz days late)
Active: 5 biz days
Paused: 1 biz days
Budget: 4 biz days
🕐 Clock stopped: Completed (Sep 26, 2025)
SLA Target
▶ Clock Running
Status: Created
Sep 18 → Sep 18, 2025
0 business days (counted)
Running total: 0 of 4 biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 18 → Sep 18, 2025
0 business days (counted)
Running total: 0 of 4 biz days used
▶ Clock Running
Status: Assigned
Sep 18 → Sep 18, 2025
0 business days (counted)
Running total: 0 of 4 biz days used
⏸1d
⏸ Clock Paused
Status: Awaiting Parts - Customer
Sep 18 → Sep 19, 2025
1 business day (not counted)
1d
▶ Clock Running
Status: Ready for Scheduling
Sep 19 → Sep 22, 2025
1 business day (counted)
Running total: 1 of 4 biz days used
2d
▶ Clock Running
Status: Assigned
Sep 22 → Sep 24, 2025
2 business days (counted)
Running total: 3 of 4 biz days used
2d
▶ Clock Running
Status: Scheduled
Sep 24 → Sep 26, 2025
2 business days (counted)
Running total: 5 of 4 biz days used
▶ Clock Running
Status: Tech On Site
Sep 26 → Sep 26, 2025
0 business days (counted)
Running total: 5 of 4 biz days used
Created: Sep 18, 2025 Completed: Sep 26, 2025
Business Days Used 5 / 4
0 4d budget +1d over
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Sep 18 → Sep 18 Created ▶ Running 0 0 / 4
Sep 18 → Sep 18 Ready for Scheduling ▶ Running 0 0 / 4
Sep 18 → Sep 18 Assigned ▶ Running 0 0 / 4
Sep 18 → Sep 19 Awaiting Parts - Customer ⏸ Paused 1
Sep 19 → Sep 22 Ready for Scheduling ▶ Running 1 1 / 4
Sep 22 → Sep 24 Assigned ▶ Running 2 3 / 4
Sep 24 → Sep 26 Scheduled ▶ Running 2 5 / 4
Sep 26 → Sep 26 Tech On Site ▶ Running 0 5 / 4
Dispatch 0.0d
Material Management 1.7d
Coordinators 7.8d
Field Work 1.0d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Material Management
1.7 days
Coordinators
7.8 days
Over SLA
Field Work
1.0 days
Billing
0.0 days
Created: Sep 18, 2025 Due: Sep 26, 2025 Completed: Sep 27, 2025 (on time)
📅
7.0 days Total Age
⏱️
3.0d in Scheduled Longest Stage
🔄
10 transitions Status Changes
⚠️
3.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
20 lines Work Details
🚩
3 visits On-Site Trips
👤
Self-Scheduled Scheduling
🚩
3 On-Site Visits
3 on-site visits — why were multiple trips needed?
👤 Self-scheduled by Michah Brackett — scheduling delays attributed to technician, not coordinators
Visit 1 Sep 25, 2025
Visit 2 Sep 26, 2025
Visit 3 Sep 27, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00528275
(2) 9/18 r/o to Midmark re address, WO-01305095 (let K Kelch know)
Closed
Zone 1 PM NWD ADDITIONAL NOTES PM Service Requirements for VetPro and Sterilizer: Tech to follow the checklist that is sent in the PM Kits. Tech needs to show up on site with the proper supplies, including distilled water for the sterilizer. Tech needs to submit to Midmark completed/signed checklist. Tech should also leave a copy of completed checklist with Customer. Tech needs to watch the training video (https://www.youtube.com/watch?v=U-Pk5zkW0ug) prior to them going on-site (Sterilizer). For assistance, troubleshooting, or parts identification, contact Veterinary Tech Service at 844-856-1232, option 4. Thank you! Ship Exchanged Open 727194 002-10721-00 1.00000
Priority
Standard
Origin
Email
Reason
New Case
Contact
Angie Bommer
Owner
Sherry Reich
Created
Sep 17, 2025
Work Orders from this Case (2)
WO-01305095 Invoiced
Preventive Maintenance • Michah Brackett
Created: Sep 18, 2025 • Closed: Sep 27, 2025
WO-01305102 (current) Invoiced
Preventive Maintenance • Michah Brackett
Created: Sep 18, 2025 • Closed: Sep 27, 2025
Completed with minor delays
Invoiced • 167 days old
🚨
Primary Delay 3.0 days stuck in "Scheduled"
⏱️
Total Delay 3.8 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
1.8d / 1.0d SLA
Awaiting Parts - Customer
1.7d
Assigned
3.0d / 0.5d SLA
Scheduled
3.0d / 2.0d SLA
Tech On Site
1.0d / 1.0d 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

9/24 KKelch called Michelle to reschedule for 9/26 between 9 and 10 am. Customer confirmed. Call logged on WO-01305102

9/22 KKelch called Michelle back to reschedule for 9/26 between 9 and 10 am. Left info. Call logged on WO-01305095

9/22 KKelch called Michelle to schedule for 9/25 between 9 and 10 am. She asked for MWF, I offered 10/3 between 9 and 10 am. Customer confirmed. Call logged on WO-01305102

09/19/2025 SRobinson- due date updated to match tracking. No ETA. 1ZE444250374540740

🔧 Work Performed
completed pm per midmark specifications
🔍 Technician Findings
Zone 1 PM NWD ADDITIONAL NOTES PM Service Requirements for VetPro and Sterilizer: Tech to follow the checklist that is sent in the PM Kits. Tech needs to show up on site with the proper supplies, including distilled water for the sterilizer. Tech needs to submit to Midmark completed/signed checklist. Tech should also leave a copy of completed checklist with Customer. Tech needs to watch the training video (https://www.youtube.com/watch?v=U-Pk5zkW0ug) prior to them going on-site (Sterilizer). For assistance, troubleshooting, or parts identification, contact Veterinary Tech Service at 844-856-1232, option 4. Thank you! Ship Exchanged Open 727194 002-10251-00 1.00000
⚠️ Problem Description
Zone 1 PM NWD ADDITIONAL NOTES PM Service Requirements for VetPro and Sterilizer: Tech to follow the checklist that is sent in the PM Kits. Tech needs to show up on site with the proper supplies, including distilled water for the sterilizer. Tech needs to submit to Midmark completed/signed checklist. Tech should also leave a copy of completed checklist with Customer. Tech needs to watch the training video (https://www.youtube.com/watch?v=U-Pk5zkW0ug) prior to them going on-site (Sterilizer). For assistance, troubleshooting, or parts identification, contact Veterinary Tech Service at 844-856-1232, option 4. Thank you! Ship Exchanged Open 727194 002-10251-00 1.00000
📄 Description
Midmark Model M11 (Series) Self Contained Steam Sterilizer (Includes ALL M11 Models)

Timeline

📞
Case Linked Sep 17, 7:35 PM
Case Number: 00528275
Subject: (2) 9/18 r/o to Midmark re address, WO-01305095 (let K Kelch know)
Status: Closed
📋
2 Work Order Created Sep 18, 9:36 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 2m
👷
2 Technician Assigned Sep 18, 2:12 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling, Assigned
To: Assigned, Awaiting Parts - Customer
Duration in Previous: 4h 32m, 0m
2.0 business days
📅
Status: Ready for Scheduling by Shelby Robinson Sep 19, 5:46 PM
From: Awaiting Parts - Customer
To: Ready for Scheduling
Duration in Previous: 1d 3h
1.8 business days
👷
2 Technician Assigned Sep 22, 12:10 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2d 18h
👷
Technician Assigned by Kaitlyn Kelch Sep 22, 12:34 PM
Technician: Michah Brackett
3.0 business days
🗓️
2 Status: Scheduled Sep 24, 10:27 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2025-09-26T15:00:00.000+0000
💵
3x Expenses Added Sep 24, 5:23 PM
Type: Expenses
Status: Open
Qty: 1
2.8 business days
🔧
Status: Tech On Site by Michah Brackett Sep 26, 11:48 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 2d 1h
💵
2 5x Expenses Added Sep 26, 7:48 PM
5x Expenses Added → Status: Completed
✔️
Status: Completed by Michah Brackett
From: Tech On Site
To: Completed
Duration in Previous: 8h 0m
⏱️
8x Labor Added Sep 26, 7:53 PM
Type: Labor, Travel
Status: Open
Qty: 1.5, 6, 2, 70, 25
⏱️
3 3x Labor Added Sep 27, 1:48 AM
3x Labor Added → Travel Added → Status: Closed
🚗
Travel Added
Type: Travel
Status: Open
Qty: 70
🏁
Status: Closed by Michah Brackett
From: Completed
To: Closed
Duration in Previous: 6h 2m
1.0 business days
📄
2 Status: Ready to Bill Sep 29, 1:35 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Nancy Suarez
From: Invoice Pending
To: Invoiced
Duration in Previous: 2m
⚠️ 5.0 business days
🧾
Invoice Created Oct 3, 1:51 PM
Invoice Number: SM-242314

Bottlenecks

Ready for Scheduling
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.2 business hours
Assigned
Duration: 3.0 business days (threshold: 4.0 business hours)
Exceeded by 2.5 business days
Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00528275
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P4
Type
Preventive Maintenance
Branch
N/A
Technician
Michah Brackett
Scheduled
Sep 26, 11:00 AM
Created
Sep 18, 9:36 AM
Invoice #
SM-242314

Work Details (20)

Name Type Status Qty Amount Date
WL-02948027 Expenses Open 1 $0.00 Sep 24, 5:23 PM
WL-02948028 Expenses Open 1 $0.00 Sep 24, 5:23 PM
WL-02948029 Expenses Open 1 $0.00 Sep 24, 5:23 PM
WL-02951496 Expenses Open 1 $0.00 Sep 26, 7:48 PM
WL-02951497 Expenses Open 1 $0.00 Sep 26, 7:48 PM
WL-02951498 Expenses Open 1 $0.00 Sep 26, 7:48 PM
WL-02951499 Expenses Open 1 $0.00 Sep 26, 7:48 PM
WL-02951500 Expenses Open 1 $0.00 Sep 26, 7:48 PM
WL-02951504 Labor Open 1.5 $0.00 Sep 26, 7:53 PM
WL-02951505 Labor Open 6 $0.00 Sep 26, 7:53 PM
WL-02951506 Labor Open 2 $0.00 Sep 26, 7:53 PM
WL-02951507 Labor Open 1 $0.00 Sep 26, 7:53 PM
WL-02951508 Labor Open 1.5 $240.00 Sep 26, 7:53 PM
WL-02951509 Travel Open 70 $0.00 Sep 26, 7:53 PM
WL-02951510 Travel Open 70 $0.00 Sep 26, 7:53 PM
WL-02951511 Travel Open 25 $110.00 Sep 26, 7:53 PM
WL-02951876 Labor Open 4 $0.00 Sep 27, 1:48 AM
WL-02951877 Labor Open 1.25 $0.00 Sep 27, 1:48 AM
WL-02951878 Expenses Open 1 $0.00 Sep 27, 1:48 AM
WL-02951879 Travel Open 70 $0.00 Sep 27, 1:49 AM

Details