Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01309754 ↗ ServiceMax

City of San Jose Animal Shelter • Asset Tagging • PSM

📍 City of San Jose Animal Shelter — 2750 Monterey Road, San Jose CA, 95111

Oct 15, 2025 → Nov 19, 2025

✅ Completed
PSM
SLA Clock
Last business day of October 2025 · Target: Oct 31, 2025
✗ SLA Missed (11 biz days late)
Active: 24 biz days
🕐 Clock stopped: Completed (Nov 19, 2025)
▶ Clock Running
Status: Created
Oct 15 → Oct 15, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 15 → Oct 15, 2025
0 business days (counted)
Running total: 0 of ? biz days used
13d
▶ Clock Running
Status: Assigned
Oct 15 → Nov 3, 2025
13 business days (counted)
Running total: 13 of ? biz days used
6d
▶ Clock Running
Status: Scheduled
Nov 3 → Nov 12, 2025
6 business days (counted)
Running total: 19 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 12 → Nov 13, 2025
1 business day (counted)
Running total: 20 of ? biz days used
▶ Clock Running
Status: Completed
Nov 13 → Nov 13, 2025
0 business days (counted)
Running total: 20 of ? biz days used
▶ Clock Running
Status: Reschedule
Nov 13 → Nov 13, 2025
0 business days (counted)
Running total: 20 of ? biz days used
3d
▶ Clock Running
Status: Scheduled
Nov 13 → Nov 18, 2025
3 business days (counted)
Running total: 23 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 18 → Nov 19, 2025
1 business day (counted)
Running total: 24 of ? biz days used
Created: Oct 15, 2025 Completed: Nov 19, 2025
Show SLA Clock Detail (9 periods)
Period Status Clock Biz Days Running Total
Oct 15 → Oct 15 Created ▶ Running 0 0
Oct 15 → Oct 15 Ready for Scheduling ▶ Running 0 0
Oct 15 → Nov 3 Assigned ▶ Running 13 13
Nov 3 → Nov 12 Scheduled ▶ Running 6 19
Nov 12 → Nov 13 Tech On Site ▶ Running 1 20
Nov 13 → Nov 13 Completed ▶ Running 0 20
Nov 13 → Nov 13 Reschedule ▶ Running 0 20
Nov 13 → Nov 18 Scheduled ▶ Running 3 23
Nov 18 → Nov 19 Tech On Site ▶ Running 1 24
Dispatch 0.0d
Coordinators 25.6d
Field Work 2.3d
Billing 7.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
25.6 days
Over SLA
Field Work
2.3 days
Billing
7.0 days
Over SLA
Created: Oct 15, 2025 Due: Nov 14, 2025 Completed: Nov 19, 2025 (4 days late)
📅
24.8 days Total Age
⏱️
13.4d in Assigned Longest Stage
🔄
15 transitions Status Changes
⚠️
24.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
10 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits (1 reschedule)
2 on-site visits — follow-up trip required
👤 Self-scheduled by Angel Rios — scheduling delays attributed to technician, not coordinators
Visit 1 Nov 12, 2025
Visit 2 Nov 18, 2025

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00535720
eBiotrack - New Inspection Created
Closed
Asset Tagging https://www.ebiotrack.com/inspection.php?iid=30697
Priority
Standard
Origin
Email
Reason
New Case
Contact
Jessica Reyes
Owner
Sherry Reich
Created
Oct 15, 2025
Work Orders from this Case (1)
WO-01309754 (current) Invoiced
Asset Tagging • Angel Rios
Created: Oct 15, 2025 • Closed: Nov 19, 2025
Completed with significant delays
Invoiced • 140 days old
🚨
Primary Delay 13.4 days stuck in "Assigned"
⏱️
Total Delay 24.8 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
0.6d / 1.0d SLA
Assigned
13.4d / 0.5d SLA
Scheduled
10.8d / 2.0d SLA
Tech On Site
1.1d / 1.0d SLA
Completed
1.2d / 1.0d SLA
Reschedule
0.8d / 2.0d SLA
Closed
3.0d / 1.0d SLA
Ready to Bill
2.7d / 1.0d SLA
Billing Review
4.3d / 2.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

**Review with YC** 75 units tagged; $695 for up to 75 but tech had 2 trips. Bill $695 once and 2 trip charges?

11/12 - ARios - Please schedule Return visit with Jessica Reyes for Tuesday, November 18, 2025, at 11:00 a.m. to continue tagging.

11-3 Mburris called site and set appt 

10-29 Mburris email sent to POC

10-28 Mburris email sent to POC

🔧 Work Performed
11/12 Completed asset tagging for 40 medical equipment units; project is approximately 50% complete. Return visit scheduled with Jessica Reyes for Tuesday, November 18, 2025, at 11:00 a.m. to continue tagging. 11/18 Completed asset tagging for 35 medical equipment units today. Total asset count for the project is 75 units. Customer only wanted to tag up to 75 units.
🔍 Technician Findings
Perform Asset Tagging of medical equipment.
⚠️ Problem Description
Asset Tagging https://www.ebiotrack.com/inspection.php?iid=30697

Timeline

📞
Case Linked Oct 15, 11:35 AM
Case Number: 00535720
Subject: eBiotrack - New Inspection Created
Status: Closed
📋
2 Work Order Created Oct 15, 11:52 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Oct 15, 4:56 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: Ready for Scheduling
To: Assigned
Duration in Previous: 5h 3m
🚨 13.9 business days
🗓️
2 Status: Scheduled Nov 3, 12:13 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2025-11-13T17:00:00.000+0000
📅
Dispatch Scheduled by Michael Burris Nov 3, 12:51 PM
Scheduled For: 2025-11-12T17:00:00.000+0000
⚠️ 7.0 business days
⏱️
2x Labor Added Nov 12, 3:08 PM
Type: Labor, Travel
Status: Open
Qty: 3.5, 125
🔧
Status: Tech On Site by Angel Rios Nov 12, 3:30 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 9d 3h
⏱️
2x Labor Added Nov 12, 7:53 PM
Type: Labor, Travel
Status: Open
Qty: 5, 125
✔️
Status: Completed by Angel Rios Nov 12, 8:15 PM
From: Tech On Site
To: Completed
Duration in Previous: 4h 44m
⏱️
2 Labor Added Nov 13, 2:01 AM
Labor Added → Status: Reschedule
🔄
Status: Reschedule by Angel Rios
From: Completed
To: Reschedule
Duration in Previous: 5h 47m
🗓️
2 Status: Scheduled Nov 13, 8:09 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2025-11-18T19:00:00.000+0000
4.0 business days
🔧
Status: Tech On Site by Angel Rios Nov 18, 5:13 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 5d 9h
🚗
3x Travel Added Nov 18, 8:13 PM
Type: Travel, Labor
Status: Open
Qty: 122, 3, 127
⏱️
2 Labor Added Nov 18, 9:17 PM
Labor Added → Status: Completed
✔️
Status: Completed by Angel Rios
From: Tech On Site
To: Completed
Duration in Previous: 4h 4m
⏱️
2 Labor Added Nov 19, 1:08 AM
Labor Added → Status: Closed
🏁
Status: Closed by Angel Rios
From: Completed
To: Closed
Duration in Previous: 3h 51m
3.0 business days
📄
Status: Ready to Bill by Diane Patton Nov 21, 10:05 AM
From: Closed
To: Ready to Bill
Duration in Previous: 2d 8h
💵
Status: Billing Review by Diane Patton Nov 21, 4:56 PM
From: Ready to Bill
To: Billing Review
Duration in Previous: 6h 51m
4.9 business days
📄
Status: Ready to Bill by Diane Patton Dec 1, 12:20 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 9d 19h
2.0 business days
📨
Status: Invoice Pending by Diane Patton Dec 2, 1:05 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 1d 0h
💰
Status: Invoiced by Diane Patton Dec 2, 1:11 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 6m
⚠️ 8.0 business days
🧾
Invoice Created Dec 11, 12:15 PM
Invoice Number: SM-247981

Bottlenecks

Assigned
Duration: 13.4 business days (threshold: 4.0 business hours)
Exceeded by 12.9 business days
Scheduled
Duration: 6.8 business days (threshold: 2.0 business days)
Exceeded by 4.8 business days
Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Billing Review
Duration: 4.3 business days (threshold: 2.0 business days)
Exceeded by 2.3 business days
Ready to Bill
Duration: 1.8 business days (threshold: 1.0 business days)
Exceeded by 6.7 business hours

🔗 Related Artifacts

📞
Case 00535720
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Asset Tagging
Branch
N/A
Technician
Angel Rios
Scheduled
Nov 18, 2:00 PM
Created
Oct 15, 11:52 AM
Invoice #
SM-247981

Work Details (10)

Name Type Status Qty Amount Date
WL-03004856 Labor Open 3.5 $0.00 Nov 12, 3:08 PM
WL-03004857 Travel Open 125 $0.00 Nov 12, 3:08 PM
WL-03005475 Labor Open 5 $0.00 Nov 12, 7:53 PM
WL-03005476 Travel Open 125 $0.00 Nov 12, 7:53 PM
WL-03005716 Labor Open 3.5 $0.00 Nov 13, 2:01 AM
WL-03012128 Travel Open 122 $275.00 Nov 18, 8:13 PM
WL-03012127 Labor Open 3 $0.00 Nov 18, 8:13 PM
WL-03012129 Travel Open 127 $0.00 Nov 18, 8:13 PM
WL-03012213 Labor Open 4 $695.00 Nov 18, 9:17 PM
WL-03012606 Labor Open 3.5 $0.00 Nov 19, 1:08 AM

Details