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WO-01308438 ↗ ServiceMax

GULDMANN INC • Installation • PC

📍 UVA Northridge Medical Park — 2965 Ivy Rd. 250 West, Charlottesville VA, 22903

Oct 8, 2025 → Oct 11, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Oct 11, 2025
✓ SLA Met
Active: 2 biz days
🕐 Clock stopped: Tech Off Site (Oct 10, 2025)
▶ Clock Running
Status: Created
Oct 8 → Oct 8, 2025
0 business days (counted)
Running total: 0 of ? biz days used
2d
▶ Clock Running
Status: Scheduled
Oct 8 → Oct 10, 2025
2 business days (counted)
Running total: 2 of ? biz days used
0d
▶ Clock Running
Status: Tech On Site
Oct 10 → Oct 10, 2025
0 business days (counted)
Running total: 2 of ? biz days used
Created: Oct 8, 2025 Tech Off Site: Oct 10, 2025
Show SLA Clock Detail (3 periods)
Period Status Clock Biz Days Running Total
Oct 8 → Oct 8 Created ▶ Running 0 0
Oct 8 → Oct 10 Scheduled ▶ Running 2 2
Oct 10 → Oct 10 Tech On Site ▶ Running 0 2
Coordinators 2.5d
Field Work 1.1d
Billing 8.6d
✓ SLA Met
Coordinators
2.5 days
Over SLA
Field Work
1.1 days
Billing
8.6 days
Over SLA
Created: Oct 8, 2025 Due: Oct 11, 2025 Completed: Oct 11, 2025 (on time)
📅
2.5 days Total Age
⏱️
20.0d in Closed Longest Stage
🔄
8 transitions Status Changes
⚠️
25.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
25 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 Saul Morales — scheduling delays attributed to technician, not coordinators
Visit 1 Oct 9, 2025
Visit 2 Oct 10, 2025
Visit 3 Oct 11, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00533877
UVA Health Systems - ID 104784- QTY 2 x Hoist Swap
Quoted
SOW: QTY 2 x Hoist swap (GH3+ 605 for Tollos rail kit) w/ Charging in the Hand Control, with Medium Hanger Bar and Tollos conversion trolley.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Will Ward
Owner
Installations Cases
Created
Oct 8, 2025
Work Orders from this Case (3)
WO-01308438 (current) Invoiced
Installation • Saul Morales
Created: Oct 8, 2025 • Closed: Oct 11, 2025
WO-01314552 Ready for Scheduling
Installation
Created: Nov 11, 2025
WO-01314554 Ready for Scheduling
Installation
Created: Nov 11, 2025
Completed with significant delays
Invoiced • 147 days old
🚨
Primary Delay 20.0 days stuck in "Closed"
⏱️
Total Delay 25.1 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Ready for Scheduling
0.0d / 1.0d SLA
Scheduled
2.5d / 2.0d SLA
Tech On Site
1.0d / 1.0d SLA
Tech Off Site
0.1d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
20.0d / 1.0d SLA
Ready to Bill
1.0d / 1.0d SLA
Invoice Pending
7.6d / 2.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
Put in both charging stations and motors. Had to wait until noon for delivery. Both rooms done on forms on fire
🔍 Technician Findings
Both rooms needed new charging stations and motors
⚠️ Problem Description
SOW: QTY 2 x Hoist swap (GH3+ 605 for Tollos rail kit) w/ Charging in the Hand Control, with Medium Hanger Bar and Tollos conversion trolley.

Timeline

📞
Case Linked Oct 8, 10:12 AM
Case Number: 00533877
Subject: UVA Health Systems - ID 104784- QTY 2 x Hoist Swap
Status: Quoted
📋
Work Order Created Oct 8, 3:39 PM
Work Order: WO-01308438
Type: Installation
Priority: PC
👷
▶
3 Technician Assigned Oct 8, 3:51 PM
Technician Assigned → Dispatch Scheduled → Status: Scheduled
📅
Dispatch Scheduled by Nicole Floyd
Scheduled For: 2025-10-09T13:00:00.000+0000
🗓️
Status: Scheduled by Nicole Floyd
From: Ready for Scheduling
To: Scheduled
Duration in Previous: 11m
💵
Expenses Added Oct 8, 4:56 PM
Type: Expenses
Status: Open
Qty: 1
⏳ 1.9 business days
⏱️
Labor Added Oct 9, 10:03 PM
Type: Labor
Status: Open
Qty: 11
🔧
Status: Tech On Site by Saul Morales Oct 10, 6:48 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 1d 14h
⏱️
2x Labor Added Oct 10, 8:45 AM
Type: Labor
Status: Open
Qty: 3, 6
⏱️
▶
2 8x Labor Added Oct 10, 6:52 PM
8x Labor Added → Status: Tech Off Site
🚗
Status: Tech Off Site by Saul Morales
From: Tech On Site
To: Tech Off Site
Duration in Previous: 12h 3m
⏱️
7x Labor Added Oct 11, 12:04 AM
Type: Labor, Expenses
Status: Open
Qty: 0.5, 5.5, 6, 1
💵
2x Expenses Added Oct 11, 8:59 AM
Type: Expenses
Status: Open
Qty: 1
💵
▶
2 3x Expenses Added Oct 11, 11:19 AM
3x Expenses Added → Status: Completed
✔️
Status: Completed by Saul Morales
From: Tech Off Site
To: Completed
Duration in Previous: 16h 28m
⏱️
▶
2 Labor Added Oct 11, 6:38 PM
Labor Added → Status: Closed
🏁
Status: Closed by Saul Morales
From: Completed
To: Closed
Duration in Previous: 7h 18m
🚨 20.0 business days
📄
Status: Ready to Bill by Nicole Floyd Nov 11, 12:02 PM
From: Closed
To: Ready to Bill
Duration in Previous: 30d 18h
⏳ 1.0 business days
💵
Status: Billing Review by Diane Patton Nov 12, 2:28 PM
From: Ready to Bill, Billing Review
To: Billing Review, Ready to Bill, Invoice Pending
Duration in Previous: 1d 2h, 0m
⚠️ 8.0 business days
💰
Status: Invoiced by Diane Patton Nov 22, 11:51 AM
From: Invoice Pending
To: Invoiced
Duration in Previous: 9d 21h
⏳ 1.0 business days
🧾
Invoice Created Nov 24, 1:02 PM
Invoice Number: SM-246334

Bottlenecks

Scheduled
Duration: 2.5 business days (threshold: 2.0 business days)
Exceeded by 4.1 business hours
Closed
Duration: 20.0 business days (threshold: 1.0 business days)
Exceeded by 19.0 business days
Invoice Pending
Duration: 7.6 business days (threshold: 2.0 business days)
Exceeded by 5.6 business days

🔗 Related Artifacts

📞
Case 00533877
Quoted

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
ERLA - PROD
Technician
Saul Morales
Scheduled
Oct 9, 9:00 AM
Created
Oct 8, 3:39 PM
Invoice #
SM-246334

Work Details (25)

Name Type Status Qty Amount Date
WL-02963865 Expenses Open 1 $0.00 Oct 8, 4:56 PM
WL-02965997 Labor Open 11 $0.00 Oct 9, 10:03 PM
WL-02966174 Labor Open 3 $0.00 Oct 10, 8:45 AM
WL-02966175 Labor Open 6 $0.00 Oct 10, 8:45 AM
WL-02967134 Labor Open 0.5 $0.00 Oct 10, 6:52 PM
WL-02967135 Labor Open 5.5 $0.00 Oct 10, 6:52 PM
WL-02967136 Labor Open 5 $7,400.00 Oct 10, 6:52 PM
WL-02967137 Labor Open 1.5 $0.00 Oct 10, 6:52 PM
WL-02967138 Expenses Open 1 $0.00 Oct 10, 6:52 PM
WL-02967139 Expenses Open 1 $0.00 Oct 10, 6:52 PM
WL-02967140 Expenses Open 1 $0.00 Oct 10, 6:52 PM
WL-02967141 Expenses Open 1 $0.00 Oct 10, 6:52 PM
WL-02967513 Labor Open 0.5 $0.00 Oct 11, 12:04 AM
WL-02967514 Labor Open 5.5 $0.00 Oct 11, 12:04 AM
WL-02967515 Labor Open 5 $0.00 Oct 11, 12:04 AM
WL-02967516 Labor Open 6 $0.00 Oct 11, 12:04 AM
WL-02967517 Expenses Open 1 $0.00 Oct 11, 12:04 AM
WL-02967518 Expenses Open 1 $0.00 Oct 11, 12:04 AM
WL-02967519 Expenses Open 1 $0.00 Oct 11, 12:04 AM
WL-02967567 Expenses Open 1 $0.00 Oct 11, 8:59 AM
WL-02967568 Expenses Open 1 $0.00 Oct 11, 8:59 AM
WL-02967614 Expenses Open 1 $0.00 Oct 11, 11:19 AM
WL-02967615 Expenses Open 1 $0.00 Oct 11, 11:19 AM
WL-02967616 Expenses Open 1 $0.00 Oct 11, 11:19 AM
WL-02967793 Labor Open 8.5 $0.00 Oct 11, 6:38 PM

Details