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WO-01306799 ↗ ServiceMax

Mercy Medical Equipment Company • Installation • PC

📍 Minneapolis VA — 1 Veterans Dr, Minneapolis MN, 55417

Sep 30, 2025 → Oct 23, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Oct 31, 2025
✓ SLA Met (6 biz days early)
Active: 16 biz days
🕐 Clock stopped: Tech Off Site (Oct 23, 2025)
▶ Clock Running
Status: Created
Sep 30 → Sep 30, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 30 → Sep 30, 2025
0 business days (counted)
Running total: 0 of ? biz days used
8d
▶ Clock Running
Status: Assigned
Sep 30 → Oct 10, 2025
8 business days (counted)
Running total: 8 of ? biz days used
7d
▶ Clock Running
Status: Scheduled
Oct 10 → Oct 22, 2025
7 business days (counted)
Running total: 15 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 22 → Oct 22, 2025
0 business days (counted)
Running total: 15 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Oct 22 → Oct 22, 2025
0 business days (counted)
Running total: 15 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 22 → Oct 23, 2025
1 business day (counted)
Running total: 16 of ? biz days used
Created: Sep 30, 2025 Tech Off Site: Oct 23, 2025
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Sep 30 → Sep 30 Created ▶ Running 0 0
Sep 30 → Sep 30 Ready for Scheduling ▶ Running 0 0
Sep 30 → Oct 10 Assigned ▶ Running 8 8
Oct 10 → Oct 22 Scheduled ▶ Running 7 15
Oct 22 → Oct 22 Tech On Site ▶ Running 0 15
Oct 22 → Oct 22 Tech Off Site ▶ Running 0 15
Oct 22 → Oct 23 Tech On Site ▶ Running 1 16
Dispatch 0.0d
Coordinators 16.3d
Field Work 4.1d
Billing 4.0d
✓ SLA Met
Dispatch
0.0 days
Coordinators
16.3 days
Over SLA
Field Work
4.1 days
Over SLA
Billing
4.0 days
Over SLA
Created: Sep 30, 2025 Due: Oct 31, 2025 Completed: Oct 23, 2025 (8 days early)
📅
17.0 days Total Age
⏱️
8.7d in Assigned Longest Stage
🔄
14 transitions Status Changes
⚠️
14.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
21 lines Work Details
🚩
4 visits On-Site Trips
👤
Self-Scheduled Scheduling
🚩
4 On-Site Visits
4 on-site visits — why were multiple trips needed?
👤 Self-scheduled by Saul Morales — scheduling delays attributed to technician, not coordinators
Visit 1 Oct 20, 2025
Visit 2 Oct 21, 2025
Visit 3 Oct 22, 2025
Visit 4 Oct 23, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00526397
Minneapolis VAMC - Burton Light Install for Mercy Medical Equip
Closed
Q-00031886 9 LED Lights with Double Ceiling Mount need to be installed. Removal needed of the old 9 lights. Customer will need to have this scheduled within 30 days. They require a 2 weeks in advance for scheduled. Please call and work with the customer to confirm a scheduled date ASAP. *Lights are being shipped from Burton to the location on 10/3.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Matt Palmieri
Owner
Sherry Reich
Created
Sep 11, 2025
Work Orders from this Case (2)
WO-01306799 (current) Invoiced
Installation • Saul Morales
Created: Sep 30, 2025 • Closed: Oct 23, 2025
WO-01340102 Closed
Inspection • Scott E Yelverton
Created: Jan 27, 2026 • Closed: Feb 27, 2026
Completed with significant delays
Invoiced • 155 days old
🚨
Primary Delay 8.7 days stuck in "Assigned"
⏱️
Total Delay 14.6 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
0.5d / 1.0d SLA
Assigned
8.7d / 0.5d SLA
Scheduled
7.2d / 2.0d SLA
Tech Off Site
2.0d / 2.0d SLA
Tech On Site
1.1d / 1.0d SLA
Completed
1.0d / 1.0d SLA
Closed
1.2d / 1.0d SLA
Ready to Bill
3.0d / 1.0d SLA
Billing Review
1.0d / 2.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/23 MHensley - Per note from Mercy Medical please send invoice to Angie - Angie@emercymedical.com

10-2 Pgreen emailed new group of end users

9-30 Pgreen emailed end user Nathan.Estrem@va.gov to schedule for 10-21

🔧 Work Performed
Replaced all 9 lights
🔍 Technician Findings
9 rooms needing new lights
⚠️ Problem Description
Q-00030079 9 LED Lights with Double Ceiling Mount need to be installed. Removal needed of the old 9 lights. Customer will need to have this scheduled within 30 days. They require a 2 weeks in advance for scheduled. Please call and work with the customer to confirm a scheduled date ASAP. *Lights are being shipped from Burton to the location on 10/3.

Timeline

📞
Case Linked Sep 11, 11:33 AM
Case Number: 00526397
Subject: Minneapolis VAMC - Burton Light Install for Mercy Medical Equip
Status: Closed
🚨 14.0 business days
📋
2 Work Order Created Sep 30, 10:46 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Sep 30, 2:26 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Peter Green
From: Ready for Scheduling
To: Assigned
Duration in Previous: 3h 39m
⚠️ 9.0 business days
📅
2 Dispatch Scheduled Oct 10, 10:10 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Peter Green
From: Assigned
To: Scheduled
Duration in Previous: 9d 19h
⚠️ 6.0 business days
⏱️
Labor Added Oct 20, 6:34 PM
Type: Labor
Status: Open
Qty: 9
1.7 business days
🔧
2 Status: Tech On Site Oct 21, 9:29 PM
Status: Tech On Site → 3x Labor Added
⏱️
3x Labor Added
Type: Labor
Status: Open
Qty: 0.5, 9.25
🔧
Status: Tech On Site by Saul Morales Oct 22, 8:52 AM
From: Tech Off Site
To: Tech On Site
Duration in Previous: 11h 23m
🚗
Status: Tech Off Site by Saul Morales Oct 22, 8:30 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 11h 37m
⏱️
4x Labor Added Oct 22, 8:51 PM
Type: Labor
Status: Open
Qty: 0.5, 11.25
✔️
2 Status: Completed Oct 23, 8:24 AM
Status: Completed → 5x Expenses Added
💵
5x Expenses Added
Type: Expenses
Status: Open
Qty: 1
💵
3x Expenses Added Oct 23, 8:46 AM
Type: Expenses
Status: Open
Qty: 1
⏱️
3x Labor Added Oct 23, 11:00 AM
Type: Labor, Expenses
Status: Open
Qty: 1
⏱️
2 2x Labor Added Oct 23, 6:33 PM
2x Labor Added → Status: Closed
🏁
Status: Closed by Saul Morales
From: Completed
To: Closed
Duration in Previous: 10h 10m
📄
Status: Ready to Bill by Marcus Hensley Oct 24, 11:30 AM
From: Closed
To: Ready to Bill
Duration in Previous: 16h 55m
1.0 business days
💵
Status: Billing Review by Peter Green Oct 26, 1:52 PM
From: Ready to Bill
To: Billing Review
Duration in Previous: 2d 2h
📄
Status: Ready to Bill by Marcus Hensley Oct 27, 12:13 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 22h 20m
💵
3 Status: Billing Review Oct 28, 11:50 AM
Status: Billing Review → Status: Ready to Bill → Status: Invoiced
📄
Status: Ready to Bill by Diane Patton
From: Billing Review, Ready to Bill
To: Ready to Bill, Invoice Pending
Duration in Previous: 1m, 0m
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 2m
2.0 business days
🧾
Invoice Created Oct 29, 2:41 PM
Invoice Number: SM-244938

Bottlenecks

Assigned
Duration: 8.7 business days (threshold: 4.0 business hours)
Exceeded by 8.2 business days
Scheduled
Duration: 7.2 business days (threshold: 2.0 business days)
Exceeded by 5.2 business days
Tech On Site
Duration: 1.1 business days (threshold: 1.0 business days)
Exceeded by 0.5 business hours
Closed
Duration: 1.2 business days (threshold: 1.0 business days)
Exceeded by 1.4 business hours
Ready to Bill
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 7.8 business hours

🔗 Related Artifacts

📞
Case 00526397
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
N/A
Technician
Saul Morales
Scheduled
Oct 21, 10:00 AM
Created
Sep 30, 10:46 AM
Invoice #
SM-244938

Work Details (21)

Name Type Status Qty Amount Date
WL-02977585 Labor Open 9 $0.00 Oct 20, 6:34 PM
WL-02979276 Labor Open 0.5 $0.00 Oct 21, 9:33 PM
WL-02979277 Labor Open 9.25 $13,500.00 Oct 21, 9:33 PM
WL-02979278 Labor Open 0.5 $0.00 Oct 21, 9:33 PM
WL-02980761 Labor Open 0.5 $0.00 Oct 22, 8:51 PM
WL-02980762 Labor Open 11.25 $0.00 Oct 22, 8:51 PM
WL-02980763 Labor Open 0.5 $0.00 Oct 22, 8:51 PM
WL-02980764 Labor Open 0.5 $0.00 Oct 22, 8:51 PM
WL-02981123 Expenses Open 1 $0.00 Oct 23, 8:27 AM
WL-02981124 Expenses Open 1 $0.00 Oct 23, 8:27 AM
WL-02981125 Expenses Open 1 $0.00 Oct 23, 8:27 AM
WL-02981126 Expenses Open 1 $0.00 Oct 23, 8:27 AM
WL-02981127 Expenses Open 1 $0.00 Oct 23, 8:27 AM
WL-02981146 Expenses Open 1 $0.00 Oct 23, 8:46 AM
WL-02981147 Expenses Open 1 $0.00 Oct 23, 8:46 AM
WL-02981148 Expenses Open 1 $0.00 Oct 23, 8:46 AM
WL-02981335 Labor Open 1 $0.00 Oct 23, 11:00 AM
WL-02981336 Expenses Open 1 $0.00 Oct 23, 11:00 AM
WL-02981337 Expenses Open 1 $0.00 Oct 23, 11:00 AM
WL-02982124 Labor Open 8.25 $0.00 Oct 23, 6:33 PM
WL-02982125 Expenses Open 1 $0.00 Oct 23, 6:33 PM

Details