Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01310591 ↗ ServiceMax

MIDMARK • Delivery • PC

📍 UC Davis Health — 4868 X Street, 48X Surgery Center., Sacramento CA, 95917

Oct 21, 2025 → Oct 23, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Oct 22, 2025
✗ SLA Missed (1 biz days late)
Active: 2 biz days
🕐 Clock stopped: Invoiced (Oct 23, 2025)
▶ Clock Running
Status: Created
Oct 21 → Oct 21, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 21 → Oct 21, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 21 → Oct 21, 2025
0 business days (counted)
Running total: 0 of ? biz days used
1d
▶ Clock Running
Status: Scheduled
Oct 21 → Oct 22, 2025
1 business day (counted)
Running total: 1 of ? biz days used
1d
▶ Clock Running
Status: Tech On Site
Oct 22 → Oct 23, 2025
1 business day (counted)
Running total: 2 of ? biz days used
0d
▶ Clock Running
Status: Completed
Oct 23 → Oct 23, 2025
0 business days (counted)
Running total: 2 of ? biz days used
0d
▶ Clock Running
Status: Closed
Oct 23 → Oct 23, 2025
0 business days (counted)
Running total: 2 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 23 → Oct 23, 2025
0 business days (counted)
Running total: 2 of ? biz days used
Created: Oct 21, 2025 Invoiced: Oct 23, 2025
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Oct 21 → Oct 21 Created ▶ Running 0 0
Oct 21 → Oct 21 Ready for Scheduling ▶ Running 0 0
Oct 21 → Oct 21 Assigned ▶ Running 0 0
Oct 21 → Oct 22 Scheduled ▶ Running 1 1
Oct 22 → Oct 23 Tech On Site ▶ Running 1 2
Oct 23 → Oct 23 Completed ▶ Running 0 2
Oct 23 → Oct 23 Closed ▶ Running 0 2
Oct 23 → Oct 23 Ready for Scheduling ▶ Running 0 2
Dispatch 0.0d
Coordinators 1.6d
Field Work 1.4d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
1.6 days
Field Work
1.4 days
Billing
0.0 days
Created: Oct 21, 2025 Due: Oct 22, 2025 Completed: Oct 23, 2025 (on time)
📅
2.6 days Total Age
⏱️
1.5d in Closed Longest Stage
🔄
11 transitions Status Changes
⚠️
0.5d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
7 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
👤 Self-scheduled by Angel Rios — scheduling delays attributed to technician, not coordinators
Visit 1 Oct 22, 2025
Visit 2 Oct 23, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00537181
Midmark installation at UC Davis Sacramento CA SO 8669618 on 22OCT2025 at 9 am
Closed
Hello, Please see the following technician assist request details for Midmark installation of 9 exam chairs that are currently on the 4th floor. Need Angel Rios or Justin Armas for tomorrow morning. Request Type: Medical Equipment Delivery Date of Delivery: 10/22/2025 Wednesday Oct 22nd Delivery Time: 9 am Time Technician needs to arrive at location: 9 am Estimated Time on Site (hours): 6 Hours Product: 626 qty 9. They are on the 4th floor already. Need to move into rooms, level, function tested and confirm calibration. EMSAR Technician Expectations: 1. Review all of the attached documents in detail 2. Call the Midmark contact (created the dispatch) with any questions 3. Steve McGill, will email an introduction to the POC within 48 hours prior to the delivery and install. 4. Arrive on scheduled time to meet with Steve Fill our Serial Number Tracking file and provide back to Steve McGill. Use the attached excel spreadsheet.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Steve McGill
Owner
Jessica Sells
Created
Oct 21, 2025
Work Orders from this Case (1)
WO-01310591 (current) Invoiced
Delivery • Angel Rios
Created: Oct 21, 2025 • Closed: Oct 23, 2025
Completed with minor delays
Invoiced • 134 days old
🚨
Primary Delay 1.5 days stuck in "Closed"
⏱️
Total Delay 0.5 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
0.2d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
1.3d / 2.0d SLA
Tech On Site
0.6d / 1.0d SLA
Completed
0.8d / 1.0d SLA
Closed
2.5d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA
Billing Review
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10-21 Mburris call from tech said he was contacted by  Steve McGill to help with chairs on 10-22

🔧 Work Performed
Worked with the delivery team to assemble and install nine exam chairs, including LED light brackets, lights, and knee crutch assemblies. Transported and positioned each unit in its designated room. Function-tested all exam chairs and LED lights—everything operated properly. All chairs were leveled and wiped down. Recorded all serial numbers and corresponding room numbers for documentation.
🔍 Technician Findings
Arrived on site to assemble nine 626 exam chairs, including installation of LED light brackets, lights, and knee crutch brackets with crutches. Transport and position each assembled chair in its designated room.
⚠️ Problem Description
Hello, Please see the following technician assist request details for Midmark installation of 9 exam chairs that are currently on the 4th floor. Need Angel Rios or Justin Armas for tomorrow morning. Request Type: Medical Equipment Delivery Date of Delivery: 10/22/2025 Wednesday Oct 22nd Delivery Time: 9 am Time Technician needs to arrive at location: 9 am Estimated Time on Site (hours): 6 Hours Product: 626 qty 9. They are on the 4th floor already. Need to move into rooms, level, function tested and confirm calibration. EMSAR Technician Expectations: 1. Review all of the attached documents in detail 2. Call the Midmark contact (created the dispatch) with any questions 3. Steve McGill, will email an introduction to the POC within 48 hours prior to the delivery and install. 4. Arrive on scheduled time to meet with Steve Fill our Serial Number Tracking file and provide back to Steve McGill. Use the attached excel spreadsheet.

Timeline

📞
Case Linked Oct 21, 1:41 PM
Case Number: 00537181
Subject: Midmark installation at UC Davis Sacramento CA SO 8669618 on 22OCT2025 at 9 am
Status: Closed
📋
2 Work Order Created Oct 21, 3:27 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Jessica Sells
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
👷
2 Technician Assigned Oct 21, 5:05 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1h 36m
🗓️
2 Status: Scheduled Oct 21, 5:12 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2025-10-22T16:00:00.000+0000
🔧
Status: Tech On Site by Angel Rios Oct 22, 4:21 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 23h 9m
✔️
Status: Completed by Angel Rios Oct 22, 9:17 PM
From: Tech On Site
To: Completed
Duration in Previous: 4h 56m
🚗
2x Travel Added Oct 23, 3:02 AM
Type: Travel
Status: Open
Qty: 5
💵
2 Expenses Added Oct 23, 3:29 AM
Expenses Added → Status: Closed
🏁
Status: Closed by Angel Rios
From: Completed
To: Closed
Duration in Previous: 6h 12m
📅
Status: Ready for Scheduling by Nicholas Willick Oct 23, 4:05 PM
From: Closed
To: Ready for Scheduling
Duration in Previous: 12h 34m
⏱️
4 Labor Added Oct 23, 4:13 PM
Labor Added → Labor Added → Labor Added → Labor Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 8.75
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 0.5
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 2.25
🏁
Status: Closed by Angel Rios Oct 23, 4:19 PM
From: Ready for Scheduling
To: Closed
Duration in Previous: 14m
📄
Status: Ready to Bill by Nancy Suarez Oct 24, 3:34 PM
From: Closed, Ready to Bill
To: Ready to Bill, Invoice Pending
Duration in Previous: 23h 14m, 0m
💵
2 Status: Billing Review Oct 24, 3:39 PM
Status: Billing Review → Status: Invoiced
💰
Status: Invoiced by Nancy Suarez
From: Billing Review
To: Invoiced
Duration in Previous: 4m
2.0 business days
🧾
Invoice Created Oct 27, 4:40 PM
Invoice Number: SM-244715

Bottlenecks

Closed
Duration: 1.5 business days (threshold: 1.0 business days)
Exceeded by 3.7 business hours

🔗 Related Artifacts

📞
Case 00537181
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Delivery
Branch
N/A
Technician
Angel Rios
Scheduled
Oct 22, 12:00 PM
Created
Oct 21, 3:27 PM
Invoice #
SM-244715

Work Details (7)

Name Type Status Qty Amount Date
WL-02981039 Travel Open 5 $110.00 Oct 23, 3:02 AM
WL-02981040 Travel Open 5 $0.00 Oct 23, 3:02 AM
WL-02981045 Expenses Open 1 $0.00 Oct 23, 3:29 AM
WL-02981831 Labor Open 0.5 $0.00 Oct 23, 4:13 PM
WL-02981832 Labor Open 8.75 $962.50 Oct 23, 4:15 PM
WL-02981839 Labor Open 0.5 $0.00 Oct 23, 4:17 PM
WL-02981840 Labor Open 2.25 $0.00 Oct 23, 4:18 PM

Details