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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01311597 ↗ ServiceMax

MIDMARK • Installation • PC

📍 NORTHWAY MOBILE VETERINARY SURGERY — 637 New Loudon Rd Ste 4, Latham NY, 12110-4077

Oct 27, 2025 → Nov 14, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Nov 24, 2025
✓ SLA Met (6 biz days early)
Active: 8 biz days
Paused: 5 biz days
🕐 Clock stopped: Completed (Nov 14, 2025)
▶ Clock Running
Status: Created
Oct 27 → Oct 27, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 27 → Oct 27, 2025
0 business days (counted)
Running total: 0 of ? biz days used
2d
▶ Clock Running
Status: L2 Screening
Oct 27 → Oct 29, 2025
2 business days (counted)
Running total: 2 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 29 → Oct 29, 2025
0 business days (counted)
Running total: 2 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 29 → Oct 29, 2025
0 business days (counted)
Running total: 2 of ? biz days used
⏸5d
⏸ Clock Paused
Status: Awaiting Parts - Customer
Oct 29 → Nov 5, 2025
5 business days (not counted)
▶ Clock Running
Status: Reschedule
Nov 5 → Nov 5, 2025
0 business days (counted)
Running total: 2 of ? biz days used
4d
▶ Clock Running
Status: Scheduled
Nov 5 → Nov 12, 2025
4 business days (counted)
Running total: 6 of ? biz days used
▶ Clock Running
Status: Entered
Nov 12 → Nov 12, 2025
0 business days (counted)
Running total: 6 of ? biz days used
▶ Clock Running
Status: Assigned
Nov 12 → Nov 12, 2025
0 business days (counted)
Running total: 6 of ? biz days used
2d
▶ Clock Running
Status: Scheduled
Nov 12 → Nov 14, 2025
2 business days (counted)
Running total: 8 of ? biz days used
Created: Oct 27, 2025 Completed: Nov 14, 2025
Show SLA Clock Detail (11 periods)
Period Status Clock Biz Days Running Total
Oct 27 → Oct 27 Created ▶ Running 0 0
Oct 27 → Oct 27 Ready for Scheduling ▶ Running 0 0
Oct 27 → Oct 29 L2 Screening ▶ Running 2 2
Oct 29 → Oct 29 Ready for Scheduling ▶ Running 0 2
Oct 29 → Oct 29 Assigned ▶ Running 0 2
Oct 29 → Nov 5 Awaiting Parts - Customer ⏸ Paused 5
Nov 5 → Nov 5 Reschedule ▶ Running 0 2
Nov 5 → Nov 12 Scheduled ▶ Running 4 6
Nov 12 → Nov 12 Entered ▶ Running 0 6
Nov 12 → Nov 12 Assigned ▶ Running 0 6
Nov 12 → Nov 14 Scheduled ▶ Running 2 8
Dispatch 2.3d
Material Management 6.0d
Coordinators 8.2d
Field Work 0.0d
Billing 0.0d
✓ SLA Met
Dispatch
2.3 days
Over SLA
Material Management
6.0 days
Coordinators
8.2 days
Over SLA
Field Work
0.0 days
Billing
0.0 days
Created: Oct 27, 2025 Due: Nov 24, 2025 Completed: Nov 14, 2025 (10 days early)
📅
13.3 days Total Age
⏱️
6.0d in Awaiting Parts - Customer Longest Stage
🔄
10 transitions Status Changes
⚠️
6.7d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00538736
Vet Order - Northway Mobile Veterinary Surgery - Latham, NY - Quote #8673232
Closed
DENTAL IMAGING INSTALLATION ACKNOWLEDGEMENT LINE NOTES: Part Number: DCVM-G0X/H/S4/L Description: COMPLETE SYSTEM, GRAY, MOBILE, SIZE #2 BITE-RESISTANT SENSOR, WITH LAPTOP Serial Number: Scheduled Ship Date: 11/3/25 Sales Order #: 8673231 Customer PO #: 4603241295
Priority
High
Origin
Email
Reason
New Case
Contact
Scott Cherry
Owner
Shelby Robinson
Created
Oct 27, 2025
Work Orders from this Case (1)
WO-01311597 (current) Invoiced
Installation • Pete Ramos
Created: Oct 27, 2025 • Closed: Nov 14, 2025
Completed with minor delays
Invoiced • 128 days old
🚨
Primary Delay 6.0 days stuck in "Awaiting Parts - Customer"
⏱️
Total Delay 6.7 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
L2 Screening
2.3d / 1.0d SLA
Ready for Scheduling
0.1d / 1.0d SLA
Awaiting Parts - Customer
6.0d
Reschedule
0.2d / 2.0d SLA
Scheduled
7.9d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.5d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
11/12 KSmith -- Per Shawn, reassign this to Pete to cover

11/5 KSmith -- Scheduled for 11/14 with Scott

11/5 KSmith -- Sent email to schedule for 11/14

11/5 KSmith -- Per Midmark, "This order shipped on 10/31/25 by Pitt Ohio-Truck with tracking #5052040939."

11/5 KSmith -- Followed up with Midmark to see if the unit shipped on 11/3 as scheduled

🔧 Work Performed
Tech assembled the unit and showed the customer how to use the software. Images were clear and everything is working properly.
🔍 Technician Findings
X RAY UNIT NEEDS TO ASSSEMBLED
⚠️ Problem Description
DENTAL IMAGING INSTALLATION ACKNOWLEDGEMENT LINE NOTES: Part Number: DCVM-G0X/H/S4/L Description: COMPLETE SYSTEM, GRAY, MOBILE, SIZE #2 BITE-RESISTANT SENSOR, WITH LAPTOP Serial Number: Scheduled Ship Date: 11/3/25 Sales Order #: 8673231 Customer PO #: 4603241295
📄 Description
Midmark VetPro mobile x-ray unit.

Timeline

📞
Case Linked Oct 27, 5:01 PM
Case Number: 00538736
Subject: Vet Order - Northway Mobile Veterinary Surgery - Latham, NY - Quote #8673232
Status: Closed
📋
2 Work Order Created Oct 27, 5:34 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered, Ready for Scheduling
To: Ready for Scheduling, L2 Screening
Duration in Previous: 1m, 0m
2.8 business days
📅
Status: Ready for Scheduling by Dave Creditt Oct 29, 8:35 AM
From: L2 Screening
To: Ready for Scheduling
Duration in Previous: 1d 14h
👷
2 Technician Assigned Oct 29, 9:35 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling, Assigned
To: Assigned, Awaiting Parts - Customer
Duration in Previous: 59m, 0m
⚠️ 6.0 business days
🔄
Status: Reschedule by Kourtney Smith Nov 5, 10:38 AM
From: Awaiting Parts - Customer
To: Reschedule
Duration in Previous: 7d 2h
🗓️
2 Status: Scheduled Nov 5, 12:10 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-14T16:00:00.000+0000
⚠️ 5.0 business days
🆕
3 Status: Entered Nov 12, 10:16 AM
Status: Entered → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: Pete Ramos
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-14T16:00:00.000+0000
3.0 business days
⏱️
3 5x Labor Added Nov 14, 2:39 PM
5x Labor Added → Status: Completed → Status: Closed
✔️
Status: Completed by Pete Ramos
From: Scheduled
To: Completed
Duration in Previous: 2d 4h
🏁
Status: Closed by Pete Ramos
From: Completed
To: Closed
Duration in Previous: 1m
3.0 business days
📄
2 Status: Ready to Bill Nov 18, 2:42 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Nancy Suarez
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
2.0 business days
🧾
Invoice Created Nov 19, 9:13 PM
Invoice Number: SM-246886

Bottlenecks

L2 Screening
Duration: 2.3 business days (threshold: 1.0 business days)
Exceeded by 1.3 business days
Scheduled
Duration: 4.9 business days (threshold: 2.0 business days)
Exceeded by 2.9 business days
Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days
Closed
Duration: 2.5 business days (threshold: 1.0 business days)
Exceeded by 1.5 business days

🔗 Related Artifacts

📞
Case 00538736
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
N/A
Technician
Pete Ramos
Scheduled
Nov 14, 11:00 AM
Created
Oct 27, 5:34 PM
Invoice #
SM-246886

Work Details (5)

Name Type Status Qty Amount Date
WL-03007802 Labor Open 3.5 $385.00 Nov 14, 2:39 PM
WL-03007803 Labor Open 2 $220.00 Nov 14, 2:39 PM
WL-03007804 Labor Open 3.5 $385.00 Nov 14, 2:39 PM
WL-03007805 Travel Open 211 $0.00 Nov 14, 2:39 PM
WL-03007806 Travel Open 211 $0.00 Nov 14, 2:39 PM

Details