Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01310273 ↗ ServiceMax

MIDMARK • Cross-Training • PC

📍 David Trost Trunk Stock — 599 W. Merrick Road Unit 1305, Valley Stream NY, 11580

Oct 20, 2025 → Nov 7, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Nov 8, 2025
✓ SLA Met
Active: 14 biz days
🕐 Clock stopped: Completed (Nov 7, 2025)
▶ Clock Running
Status: Created
Oct 20 → Oct 20, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 20 → Oct 20, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 20 → Oct 20, 2025
0 business days (counted)
Running total: 0 of ? biz days used
14d
▶ Clock Running
Status: Scheduled
Oct 20 → Nov 7, 2025
14 business days (counted)
Running total: 14 of ? biz days used
Created: Oct 20, 2025 Completed: Nov 7, 2025
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Oct 20 → Oct 20 Created ▶ Running 0 0
Oct 20 → Oct 20 Ready for Scheduling ▶ Running 0 0
Oct 20 → Oct 20 Assigned ▶ Running 0 0
Oct 20 → Nov 7 Scheduled ▶ Running 14 14
Dispatch 0.0d
Coordinators 15.2d
✓ SLA Met
Dispatch
0.0 days
Coordinators
15.2 days
Over SLA
Created: Oct 20, 2025 Due: Nov 8, 2025 Completed: Nov 7, 2025 (1 days early)
📅
15.0 days Total Age
⏱️
15.0d in Scheduled Longest Stage
🔄
5 transitions Status Changes
⚠️
13.3d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
10 lines Work Details
🏠
2 visits On-Site Trips
📋
Coordinator Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
Visit 1 Nov 4, 2025
Visit 2 Nov 7, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00535045
ID: 17- New Training Request Form : Curtis Allen - Midmark Product Training
Closed
1x OJT work order Ending 11/8 for Curtis Allen "Per request on attachment/ For all OJT, please add the following questions to the problem description: Q: Service Type (pm, repair, other)?: Q: Make / Model?: Q: Service Performed?: Q: Mentor?:"
Priority
High
Origin
Email
Reason
New Case
Contact
N/A
Owner
Kimberly Hardison
Created
Oct 13, 2025
Work Orders from this Case (4)
WO-01310273 (current) Invoiced
Cross-Training • Curtis Allen
Created: Oct 20, 2025 • Closed: Nov 7, 2025
WO-01310274 Invoiced
Cross-Training • Curtis Allen
Created: Oct 20, 2025 • Closed: Oct 24, 2025
WO-01310276 Invoiced
Cross-Training • Curtis Allen
Created: Oct 20, 2025 • Closed: Nov 7, 2025
WO-01310277 Invoiced
Cross-Training • Curtis Allen
Created: Oct 20, 2025 • Closed: Nov 14, 2025
Completed with significant delays
Invoiced • 135 days old
🚨
Primary Delay 15.0 days stuck in "Scheduled"
⏱️
Total Delay 13.3 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
0.1d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
15.0d / 2.0d SLA
Closed
1.3d / 1.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
Midmark OJT
🔍 Technician Findings
Midmark OJT
⚠️ Problem Description
1x OJT work order Ending 11/8 for Curtis Allen "Per request on attachment/ For all OJT, please add the following questions to the problem description: Q: Service Type (pm, repair, other)?: Q: Make / Model?: Q: Service Performed?: Q: Mentor?:"

Timeline

📞
Case Linked Oct 13, 2:05 PM
Case Number: 00535045
Subject: ID: 17- New Training Request Form : Curtis Allen - Midmark Product Training
Status: Closed
⚠️ 5.0 business days
📋
▶
2 Work Order Created Oct 20, 9:56 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 Oct 20, 11:04 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1h 7m
🗓️
▶
2 Status: Scheduled Oct 20, 11:10 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-03T13:00:00.000+0000
🚨 10.0 business days
📅
Dispatch Scheduled by Kourtney Smith Oct 31, 9:46 AM
Scheduled For: 2025-11-03T16:00:00.000+0000
📅
Dispatch Scheduled by Kourtney Smith Oct 31, 9:58 AM
Scheduled For: 2025-11-04T13:00:00.000+0000
⏳ 3.0 business days
⏱️
5x Labor Added Nov 4, 4:24 PM
Type: Labor, Travel
Status: Open
Qty: 1, 2.75, 21, 16
⏳ 3.9 business days
⏱️
▶
2 5x Labor Added Nov 7, 4:44 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Curtis Allen
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 18d 6h, 0m
⏳ 1.9 business days
📄
Status: Ready to Bill by Nancy Suarez Nov 11, 5:02 PM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 4d 0h, 0m
🧾
Invoice Created Nov 12, 12:09 PM
Invoice Number: SM-246246

Bottlenecks

Scheduled
Duration: 15.0 business days (threshold: 2.0 business days)
Exceeded by 13.0 business days
Closed
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.2 business hours

🔗 Related Artifacts

📞
Case 00535045
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Cross-Training
Branch
N/A
Technician
Curtis Allen
Scheduled
Nov 4, 8:00 AM
Created
Oct 20, 9:56 AM
Invoice #
SM-246246

Work Details (10)

Name Type Status Qty Amount Date
WL-02996021 Labor Open 1 $0.00 Nov 4, 4:24 PM
WL-02996022 Labor Open 2.75 $0.00 Nov 4, 4:24 PM
WL-02996023 Labor Open 1 $0.00 Nov 4, 4:24 PM
WL-02996024 Travel Open 21 $0.00 Nov 4, 4:24 PM
WL-02996025 Travel Open 16 $0.00 Nov 4, 4:24 PM
WL-03000357 Labor Open 1.5 $0.00 Nov 7, 4:44 PM
WL-03000358 Labor Open 1.5 $0.00 Nov 7, 4:44 PM
WL-03000359 Labor Open 2 $0.00 Nov 7, 4:44 PM
WL-03000360 Travel Open 53 $0.00 Nov 7, 4:44 PM
WL-03000361 Travel Open 53 $0.00 Nov 7, 4:44 PM

Details