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← WO Overview

WO-01310421 ↗ ServiceMax

GULDMANN INC • Installation • PC

📍 Sutter Sacramento — Ose Adams Nuc Cam — 2801 L Street, Sacramento CA, 95816

Oct 20, 2025 → Nov 21, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Feb 24, 2026
✓ SLA Met (61 biz days early)
Active: 23 biz days
🕐 Clock stopped: Completed (Nov 21, 2025)
▶ Clock Running
Status: Created
Oct 20 → Oct 20, 2025
0 business days (counted)
Running total: 0 of ? biz days used
4d
▶ Clock Running
Status: Ready for Scheduling
Oct 20 → Oct 26, 2025
4 business days (counted)
Running total: 4 of ? biz days used
12d
▶ Clock Running
Status: Scheduled
Oct 26 → Nov 12, 2025
12 business days (counted)
Running total: 16 of ? biz days used
▶ Clock Running
Status: Assigned
Nov 12 → Nov 12, 2025
0 business days (counted)
Running total: 16 of ? biz days used
4d
▶ Clock Running
Status: Scheduled
Nov 12 → Nov 18, 2025
4 business days (counted)
Running total: 20 of ? biz days used
▶ Clock Running
Status: Entered
Nov 18 → Nov 18, 2025
0 business days (counted)
Running total: 20 of ? biz days used
▶ Clock Running
Status: Scheduled
Nov 18 → Nov 19, 2025
1 business day (counted)
Running total: 21 of ? biz days used
▶ Clock Running
Status: Entered
Nov 19 → Nov 19, 2025
0 business days (counted)
Running total: 21 of ? biz days used
▶ Clock Running
Status: Assigned
Nov 19 → Nov 19, 2025
0 business days (counted)
Running total: 21 of ? biz days used
▶ Clock Running
Status: Scheduled
Nov 19 → Nov 21, 2025
2 business days (counted)
Running total: 23 of ? biz days used
Created: Oct 20, 2025 Completed: Nov 21, 2025
Show SLA Clock Detail (10 periods)
Period Status Clock Biz Days Running Total
Oct 20 → Oct 20 Created ▶ Running 0 0
Oct 20 → Oct 26 Ready for Scheduling ▶ Running 4 4
Oct 26 → Nov 12 Scheduled ▶ Running 12 16
Nov 12 → Nov 12 Assigned ▶ Running 0 16
Nov 12 → Nov 18 Scheduled ▶ Running 4 20
Nov 18 → Nov 18 Entered ▶ Running 0 20
Nov 18 → Nov 19 Scheduled ▶ Running 1 21
Nov 19 → Nov 19 Entered ▶ Running 0 21
Nov 19 → Nov 19 Assigned ▶ Running 0 21
Nov 19 → Nov 21 Scheduled ▶ Running 2 23
Dispatch 0.0d
Coordinators 25.1d
Field Work 0.9d
Billing 2.0d
✓ SLA Met
Dispatch
0.0 days
Coordinators
25.1 days
Over SLA
Field Work
0.9 days
Billing
2.0 days
Over SLA
Created: Oct 20, 2025 Due: Feb 24, 2026 Completed: Nov 22, 2025 (94 days early)
📅
23.4 days Total Age
⏱️
36.0d in Closed Longest Stage
🔄
11 transitions Status Changes
⚠️
52.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
27 lines Work Details
🚩
5 visits On-Site Trips
📋
Coordinator Scheduling
🚨
5 On-Site Visits
5 on-site visits — critical red flag: repeated failure to resolve
Visit 1 Nov 17, 2025
Visit 2 Nov 18, 2025
Visit 3 Nov 19, 2025
Visit 4 Nov 20, 2025
Visit 5 Nov 21, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00514163
Sutter Sacramento Nuc Med Cam— ID 104625 — Installation RFQ
Reopened
Q-00029264 SOW: 2-Phase single lift installation. • Two Mobilizations • Direct I-beam mount & seismic bracing
Priority
Standard
Origin
Email
Reason
New Case
Contact
Will Ward
Owner
Installations Cases
Created
Jul 28, 2025
Work Orders from this Case (1)
WO-01310421 (current) Invoiced
Installation • Saul Morales
Created: Oct 20, 2025 • Closed: Nov 21, 2025
Completed with significant delays
Invoiced • 135 days old
🚨
Primary Delay 36.0 days stuck in "Closed"
⏱️
Total Delay 52.8 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
4.4d / 1.0d SLA
Scheduled
20.7d / 2.0d SLA
Completed
0.9d / 1.0d SLA
Closed
36.0d / 1.0d SLA
Ready to Bill
2.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/19/25 RBerry- Returning dispatch to clear WO and reassign to Saul Morales. Per DCarvalho


10-28 Pgreen per Leyla at Guldmann project has been pushed to 2-24-26. Updated due dated and rescheduled.

🔧 Work Performed
11-18-25 Arrived onsite Spoke with GC Layed out room Waited for materials to arrived They arrived around 11:30 am I realized that we were missing unistrut, all thread and hardware Informed Chris and he contacted Guldmann He was informed they were in another shipment Waited until 3:30 pm to see if material would be delivered as Clancy with Boltd, the GC, informed me they didn't want anyone onsite past that time as everyone would be gone 11-19-25 Arrived onsite Waited for arrival of material Material arrived at 11:30 Fireproofers had plastic on the floor Had to wait until 1 until they were done so the plastic could be removed so I could get to my lay out. Got unistrut up and started putting in drops when I saw that the beams are to low
🔍 Technician Findings
Phase 1 complete
⚠️ Problem Description
Q-00029264 SOW: 2-Phase single lift installation. • Two Mobilizations • Direct I-beam mount & seismic bracing

Timeline

📞
Case Linked Jul 28, 2:15 PM
Case Number: 00514163
Subject: Sutter Sacramento Nuc Med Cam— ID 104625 — Installation RFQ
Status: Reopened
🚨 59.0 business days
📋
▶
2 Work Order Created Oct 20, 4:34 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
⏳ 4.9 business days
👷
▶
3 Technician Assigned Oct 26, 2:11 PM
Technician Assigned → Dispatch Scheduled → Status: Scheduled
📅
Dispatch Scheduled by Peter Green
Scheduled For: 2025-11-05T17:00:00.000+0000
🗓️
Status: Scheduled by Peter Green
From: Ready for Scheduling
To: Scheduled
Duration in Previous: 5d 21h
⏳ 2.0 business days
📅
▶
2 Dispatch Scheduled Oct 28, 11:46 AM
Dispatch Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Peter Green
Scheduled For: 2026-02-24T17:00:00.000+0000
⏳ 4.0 business days
📅
▶
2 Dispatch Scheduled Oct 31, 2:33 PM
Dispatch Scheduled → Technician Assigned
👷
Technician Assigned by Peter Green
Technician: Jeffrey Pastor
⚠️ 6.0 business days
📅
Dispatch Scheduled by Christopher Ables Nov 8, 5:37 PM
Scheduled For: 2025-11-13T16:00:00.000+0000
⏳ 2.0 business days
👷
Technician Assigned by David Carvalho Nov 12, 3:29 PM
Technician: Robert Butler
👷
▶
3 Status: Assigned Nov 12, 3:36 PM
Status: Assigned → Dispatch Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by David Carvalho
Scheduled For: 2025-11-18T16:00:00.000+0000
📅
Dispatch Scheduled by David Carvalho
Scheduled For: 2025-11-17T16:00:00.000+0000
⏳ 2.0 business days
👷
Technician Assigned by Robert Butler Nov 13, 10:14 PM
Technician: Saul Morales
⏳ 2.2 business days
⏱️
2x Labor Added Nov 17, 6:49 PM
Type: Labor, Expenses
Status: Open
Qty: 10
🆕
Status: Entered by David Carvalho Nov 18, 4:44 PM
From: Scheduled, Entered
To: Entered, Scheduled
Duration in Previous: 6d 1h, 0m
⏱️
4x Labor Added Nov 18, 7:35 PM
Type: Labor, Expenses
Status: Open
Qty: 0.5, 8.5, 1
🆕
▶
3 Status: Entered Nov 19, 8:25 AM
Status: Entered → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Rhea Berry
Technician: Saul Morales
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2025-11-17T16:00:00.000+0000
⏱️
5x Labor Added Nov 19, 7:22 PM
Type: Labor, Expenses
Status: Open
Qty: 0.5, 6, 2.5, 1
⏳ 1.6 business days
⏱️
6x Labor Added Nov 20, 8:49 PM
Type: Labor, Expenses
Status: Open
Qty: 0.5, 4.75, 1
💵
Expenses Added Nov 21, 9:53 AM
Type: Expenses
Status: Open
Qty: 1
✔️
Status: Completed by Saul Morales Nov 21, 11:59 AM
From: Scheduled
To: Completed
Duration in Previous: 2d 3h
💵
8x Expenses Added Nov 21, 12:08 PM
Type: Expenses
Status: Open
Qty: 1
🏁
Status: Closed by Saul Morales Nov 21, 8:53 PM
From: Completed
To: Closed
Duration in Previous: 8h 54m
⏳ 1.4 business days
⏱️
Labor Added Nov 24, 9:49 AM
Type: Labor
Status: Open
Qty: 12
🚨 36.0 business days
📄
Status: Ready to Bill by Nicole Floyd Jan 19, 1:15 PM
From: Closed
To: Ready to Bill
Duration in Previous: 58d 16h
⏳ 2.0 business days
📨
▶
2 Status: Invoice Pending Jan 21, 2:23 PM
Status: Invoice Pending → Status: Billing Review
💵
Status: Billing Review by Diane Patton
From: Invoice Pending, Billing Review
To: Billing Review, Invoice Pending
Duration in Previous: 1m, 0m
💰
▶
2 Status: Invoiced Jan 21, 2:30 PM
Status: Invoiced → Invoice Created
🧾
Invoice Created
Invoice Number: SM-251829

Bottlenecks

Ready for Scheduling
Duration: 4.4 business days (threshold: 1.0 business days)
Exceeded by 3.4 business days
Scheduled
Duration: 12.0 business days (threshold: 2.0 business days)
Exceeded by 10.0 business days
Scheduled
Duration: 4.4 business days (threshold: 2.0 business days)
Exceeded by 2.4 business days
Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days
Closed
Duration: 36.0 business days (threshold: 1.0 business days)
Exceeded by 35.0 business days
Ready to Bill
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00514163
Reopened

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
ERLA - PROD
Technician
Saul Morales
Scheduled
Nov 17, 11:00 AM
Created
Oct 20, 4:34 PM
Invoice #
SM-251829

Work Details (27)

Name Type Status Qty Amount Date
WL-03010452 Labor Open 10 $0.00 Nov 17, 6:49 PM
WL-03010453 Expenses Open 1 $0.00 Nov 17, 6:49 PM
WL-03012076 Labor Open 0.5 $0.00 Nov 18, 7:35 PM
WL-03012077 Labor Open 8.5 $0.00 Nov 18, 7:35 PM
WL-03012078 Labor Open 1 $0.00 Nov 18, 7:35 PM
WL-03012079 Expenses Open 1 $0.00 Nov 18, 7:35 PM
WL-03013781 Labor Open 0.5 $0.00 Nov 19, 7:22 PM
WL-03013782 Labor Open 6 $0.00 Nov 19, 7:22 PM
WL-03013783 Labor Open 2.5 $7,450.00 Nov 19, 7:22 PM
WL-03013784 Labor Open 1 $0.00 Nov 19, 7:22 PM
WL-03013785 Expenses Open 1 $0.00 Nov 19, 7:22 PM
WL-03015625 Labor Open 0.5 $0.00 Nov 20, 8:49 PM
WL-03015626 Labor Open 5 $0.00 Nov 20, 8:49 PM
WL-03015627 Labor Open 4.75 $0.00 Nov 20, 8:49 PM
WL-03015628 Labor Open 1 $0.00 Nov 20, 8:49 PM
WL-03015629 Expenses Open 1 $0.00 Nov 20, 8:49 PM
WL-03015630 Expenses Open 1 $0.00 Nov 20, 8:49 PM
WL-03016097 Expenses Open 1 $0.00 Nov 21, 9:53 AM
WL-03016285 Expenses Open 1 $0.00 Nov 21, 12:08 PM
WL-03016286 Expenses Open 1 $0.00 Nov 21, 12:08 PM
WL-03016287 Expenses Open 1 $0.00 Nov 21, 12:08 PM
WL-03016288 Expenses Open 1 $0.00 Nov 21, 12:08 PM
WL-03016289 Expenses Open 1 $0.00 Nov 21, 12:08 PM
WL-03016290 Expenses Open 1 $0.00 Nov 21, 12:08 PM
WL-03016291 Expenses Open 1 $0.00 Nov 21, 12:08 PM
WL-03016292 Expenses Open 1 $0.00 Nov 21, 12:08 PM
WL-03018263 Labor Open 12 $0.00 Nov 24, 9:49 AM

Details