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WO-01308350 ↗ ServiceMax

MIDMARK • Delivery • PC

📍 Charlotte Avenue VA Clinic — 1919 Charlotte Ave., Nashville, TN, 37203

Oct 8, 2025 → Oct 24, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Oct 22, 2025
✗ SLA Missed (2 biz days late)
Active: 11 biz days
🕐 Clock stopped: Invoiced (Oct 24, 2025)
▶ Clock Running
Status: Created
Oct 8 → Oct 8, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 8 → Oct 8, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 8 → Oct 8, 2025
0 business days (counted)
Running total: 0 of ? biz days used
9d
▶ Clock Running
Status: Scheduled
Oct 8 → Oct 22, 2025
9 business days (counted)
Running total: 9 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 22 → Oct 23, 2025
1 business day (counted)
Running total: 10 of ? biz days used
1d
▶ Clock Running
Status: Scheduled
Oct 23 → Oct 24, 2025
1 business day (counted)
Running total: 11 of ? biz days used
▶ Clock Running
Status: Completed
Oct 24 → Oct 24, 2025
0 business days (counted)
Running total: 11 of ? biz days used
Created: Oct 8, 2025 Invoiced: Oct 24, 2025
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Oct 8 → Oct 8 Created ▶ Running 0 0
Oct 8 → Oct 8 Ready for Scheduling ▶ Running 0 0
Oct 8 → Oct 8 Assigned ▶ Running 0 0
Oct 8 → Oct 22 Scheduled ▶ Running 9 9
Oct 22 → Oct 23 Tech On Site ▶ Running 1 10
Oct 23 → Oct 24 Scheduled ▶ Running 1 11
Oct 24 → Oct 24 Completed ▶ Running 0 11
Dispatch 0.0d
Coordinators 11.7d
Field Work 1.6d
Incomplete 0.0d (excluded)
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
11.7 days
Over SLA
Field Work
1.6 days
Over SLA
Incomplete (excluded from total)
0.0 days
Billing
0.0 days
Created: Oct 8, 2025 Due: Oct 22, 2025 Completed: Oct 24, 2025 (1 days late)
📅
11.7 days Total Age
⏱️
9.4d in Scheduled Longest Stage
🔄
10 transitions Status Changes
⚠️
9.4d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
16 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 Christopher Carroll — scheduling delays attributed to technician, not coordinators
Visit 1 Oct 21, 2025
Visit 2 Oct 22, 2025
Visit 3 Oct 24, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00533407
Dispatch Request for Midmark Delivery - MDS Project - VA Nashville-Nashville-(8) 630's - MDS - 8657346 8657410 - Equipment. Waiting for follow up email for location addresses.ti
Closed
Please see the following technician request details for Midmark delivery. This dispatch is being sent to request 1 (one) Tech to be on-site for a total of six (6) different delivery locations between the dates of Oct. 15th – Oct. 22nd. I have attached the schedule. However, the address/locations are not included in the attachment. I will send a follow-up email with addresses to each location. Please let me know who I need to speak with to discuss this medical delivery. I would like to discuss with the POC to ensure the Tech understands the scope of work. Request Type: Medical Equipment Delivery Date of Delivery: 10/22/2025 - 12:00PM Delivery Time: See attachment Time Technician needs to arrive at location: See attachment Estimated Time on Site (hours): 8 – 10 hours per day Product: See attachment EMSAR Technician Expectations: Review all of the attached documents in detail Call the Midmark contact (created the dispatch) with any questions Call the customer POC 48 hours ahead of time to confirm date/time Call the delivery agent 24 hours ahead of time to confirm date/time and confirm preassembly will be done and essential tools are known Arrive on scheduled time to meet with customer Point of Contact (POC) and confirm rooms are ready for delivery prior to actual delivery Supervise the delivery Fill our Serial Number Tracking file and provide back to the customer Fill out the Proof of Delivery (POD), get the driver and customer signatures Fill out the Medical Delivery Observation Form Email POD and Observation form to MDSLogistics@midmark.com Removal and disposal
Priority
Standard
Origin
Email
Reason
New Case
Contact
Artie Haraway
Owner
Kimberly Hardison
Created
Oct 6, 2025
Work Orders from this Case (6)
WO-01308327 Invoiced
Delivery • Michael Swingle
Created: Oct 8, 2025 • Closed: Oct 22, 2025
WO-01308334 Invoiced
Delivery • Christopher Carroll
Created: Oct 8, 2025 • Closed: Oct 16, 2025
WO-01308344 Invoiced
Delivery • Christopher Carroll
Created: Oct 8, 2025 • Closed: Oct 15, 2025
WO-01308346 Canceled
Delivery • Christopher Carroll
Created: Oct 8, 2025 • Closed: Oct 16, 2025
WO-01308348 Invoiced
Delivery • Christopher Carroll
Created: Oct 8, 2025 • Closed: Oct 15, 2025
WO-01308350 (current) Invoiced
Delivery • Christopher Carroll
Created: Oct 8, 2025 • Closed: Oct 24, 2025
Completed with minor delays
Invoiced • 147 days old
🚨
Primary Delay 9.4 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
0.3d / 1.0d SLA
Scheduled
11.4d / 2.0d SLA
Tech On Site
1.6d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.5d / 1.0d SLA
Incomplete
0.0d
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/23 cc
Speaking with Midmark support to get site correct footpad on unit& arms (james)

10/23 SRogers: Extending scheduled date to include today so the tech can capture his travel time home today on this WO.

10/14 MOwens Artie replied to the email and approved the hotel request. See attached email.

10/13 MOwens Sent email to Artie requesting hotel approval for Chris Carroll.

🔧 Work Performed
Technician Findings upon arrival: Arrived on site for delivery, communicated with truck & site What caused the issue: WO for Delivery of exam units Actions Taken/Work Performed: Successful delivery, set up, & testing of units. Commuicated with support any issues with units. Final Resolution: Units perform true , Put into service to service
🔍 Technician Findings
Technician Findings upon arrival: Arrived on site for delivery, communicated with truck & site What caused the issue: WO for Delivery of exam units Actions Taken/Work Performed: Successful delivery, set up, & testing of units. Commuicated with support any issues with units. Final Resolution: Units perform true , Put into service to service
⚠️ Problem Description
lease see the following technician request details for Midmark delivery. This dispatch is being sent to request 1 (one) Tech to be on-site for a total of six (6) different delivery locations between the dates of Oct. 15th – Oct. 22nd. I have attached the schedule. However, the address/locations are not included in the attachment. I will send a follow-up email with addresses to each location. Please let me know who I need to speak with to discuss this medical delivery. I would like to discuss with the POC to ensure the Tech understands the scope of work. Request Type: Medical Equipment Delivery Date of Delivery: 10/22/25 - 8:00AM Delivery Time: See attachment Time Technician needs to arrive at location: See attachment Estimated Time on Site (hours): 8 – 10 hours per day Product: See attachment EMSAR Technician Expectations: Review all of the attached documents in detail Call the Midmark contact (created the dispatch) with any questions Call the customer POC 48 hours ahead of time to confirm date/time Call the delivery agent 24 hours ahead of time to confirm date/time and confirm preassembly will be done and essential tools are known Arrive on scheduled time to meet with customer Point of Contact (POC) and confirm rooms are ready for delivery prior to actual delivery Supervise the delivery Fill our Serial Number Tracking file and provide back to the customer Fill out the Proof of Delivery (POD), get the driver and customer signatures Fill out the Medical Delivery Observation Form Email POD and Observation form to MDSLogistics@midmark.com Removal and disposal

Timeline

📞
Case Linked Oct 6, 9:16 PM
Case Number: 00533407
Subject: Dispatch Request for Midmark Delivery - MDS Project - VA Nashville-Nashville-(8) 630's - MDS - 8657346 8657410 - Equipment. Waiting for follow up email for location addresses.ti
Status: Closed
2.3 business days
📋
Work Order Created Oct 8, 2:16 PM
Work Order: WO-01308350
Type: Delivery
Priority: PC
📅
Status: Ready for Scheduling by Kimberly Hardison Oct 8, 2:22 PM
From: Entered
To: Ready for Scheduling
Duration in Previous: 5m
👷
3 Technician Assigned Oct 8, 4:35 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 2h 13m, 0m
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-10-22T12:00:00.000+0000
3.9 business days
💵
Expenses Added Oct 14, 11:37 AM
Type: Expenses
Status: Open
Qty: 1
⚠️ 7.0 business days
⏱️
9x Labor Added Oct 22, 1:49 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 8, 0.5, 393, 11
🔧
Status: Tech On Site by Christopher Carroll Oct 22, 3:12 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 13d 22h
🗓️
Status: Scheduled by Shawn Rogers Oct 23, 8:32 AM
From: Tech On Site
To: Scheduled
Duration in Previous: 17h 19m
2.0 business days
🚗
4 Travel Added Oct 24, 3:38 PM
Travel Added → Labor Added → Status: Completed → Status: Closed
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 6.5
✔️
Status: Completed by Christopher Carroll
From: Scheduled
To: Completed
Duration in Previous: 1d 7h
🏁
Status: Closed by Christopher Carroll
From: Completed
To: Closed
Duration in Previous: 1m
⚠️
Status: Incomplete by Shawn Rogers Oct 24, 4:53 PM
From: Closed
To: Incomplete
Duration in Previous: 1h 10m
💵
3 Expenses Added Oct 24, 5:07 PM
Expenses Added → 3x Expenses Added → Status: Closed
💵
3x Expenses Added
Type: Expenses
Status: Open
Qty: 1
🏁
Status: Closed by Shawn Rogers
From: Incomplete
To: Closed
Duration in Previous: 16m
2.9 business days
📄
2 Status: Ready to Bill Oct 28, 11:12 AM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Nancy Suarez
From: Invoice Pending
To: Invoiced
Duration in Previous: 2m
2.0 business days
🧾
Invoice Created Oct 29, 2:41 PM
Invoice Number: SM-244929

Bottlenecks

Scheduled
Duration: 9.4 business days (threshold: 2.0 business days)
Exceeded by 7.4 business days
Tech On Site
Duration: 1.6 business days (threshold: 1.0 business days)
Exceeded by 4.8 business hours
Closed
Duration: 2.4 business days (threshold: 1.0 business days)
Exceeded by 1.4 business days

🔗 Related Artifacts

📞
Case 00533407
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Delivery
Branch
N/A
Technician
Christopher Carroll
Scheduled
Oct 22, 8:00 AM
Created
Oct 8, 2:16 PM
Invoice #
SM-244929

Work Details (16)

Name Type Status Qty Amount Date
WL-02969751 Expenses Open 1 $0.00 Oct 14, 11:37 AM
WL-02979998 Labor Open 8 $880.00 Oct 22, 1:49 PM
WL-02979999 Labor Open 0.5 $0.00 Oct 22, 1:49 PM
WL-02980000 Labor Open 5 $550.00 Oct 22, 1:49 PM
WL-02980001 Labor Open 0.5 $0.00 Oct 22, 1:49 PM
WL-02980002 Travel Open 393 $0.00 Oct 22, 1:49 PM
WL-02980003 Travel Open 11 $0.00 Oct 22, 1:49 PM
WL-02980004 Travel Open 11 $0.00 Oct 22, 1:49 PM
WL-02980006 Expenses Open 1 $0.00 Oct 22, 1:49 PM
WL-02980005 Expenses Open 1 $0.00 Oct 22, 1:49 PM
WL-02983492 Travel Open 393 $0.00 Oct 24, 3:38 PM
WL-02983493 Labor Open 6.5 $715.00 Oct 24, 3:39 PM
WL-02983645 Expenses Open 1 $175.00 Oct 24, 5:07 PM
WL-02983646 Expenses Open 1 $0.00 Oct 24, 5:09 PM
WL-02983647 Expenses Open 1 $0.00 Oct 24, 5:09 PM
WL-02983648 Expenses Open 1 $0.00 Oct 24, 5:09 PM

Details