Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01314641 ↗ ServiceMax

MIDMARK • Cross-Training • PC

📍 Joseph Anderson Trunk Stock — 3001 NW 3rd Pl, Cape Coral FL, 33993

Nov 11, 2025 → Nov 20, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Nov 21, 2025
✓ SLA Met
Active: 8 biz days
🕐 Clock stopped: Completed (Nov 21, 2025)
▶ Clock Running
Status: Created
Nov 11 → Nov 11, 2025
0 business days (counted)
Running total: 0 of ? biz days used
1d
▶ Clock Running
Status: Ready for Scheduling
Nov 11 → Nov 12, 2025
1 business day (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Assigned
Nov 12 → Nov 12, 2025
0 business days (counted)
Running total: 1 of ? biz days used
7d
▶ Clock Running
Status: Scheduled
Nov 12 → Nov 21, 2025
7 business days (counted)
Running total: 8 of ? biz days used
Created: Nov 11, 2025 Completed: Nov 21, 2025
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Nov 11 → Nov 11 Created ▶ Running 0 0
Nov 11 → Nov 12 Ready for Scheduling ▶ Running 1 1
Nov 12 → Nov 12 Assigned ▶ Running 0 1
Nov 12 → Nov 21 Scheduled ▶ Running 7 8
Coordinators 7.8d
✓ SLA Met
Coordinators
7.8 days
Over SLA
Created: Nov 11, 2025 Due: Nov 21, 2025 Completed: Nov 21, 2025 (on time)
📅
7.1 days Total Age
⏱️
6.8d in Scheduled Longest Stage
🔄
4 transitions Status Changes
⚠️
6.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
13 lines Work Details
🚩
4 visits On-Site Trips
📋
Coordinator Scheduling
🚩
4 On-Site Visits
4 on-site visits — why were multiple trips needed?
Visit 1 Nov 17, 2025
Visit 2 Nov 18, 2025
Visit 3 Nov 19, 2025
Visit 4 Nov 20, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00542670
New Training Request
Closed
Course: Midmark Escalations Technician: Joseph Anderson Start Date: 2025-11-18 Mentor: Great question Notes: Manager/Supervisor Submitted by: Robert Ingraham Submitted on: 11/10/2025
Priority
High
Origin
Email
Reason
New Case
Contact
N/A
Owner
Shelby Robinson
Created
Nov 10, 2025
Work Orders from this Case (1)
WO-01314641 (current) Invoiced
Cross-Training • Joseph Anderson
Created: Nov 11, 2025 • Closed: Nov 20, 2025
Completed with minor delays
Invoiced • 113 days old
🚨
Primary Delay 6.8 days stuck in "Scheduled"
⏱️
Total Delay 6.8 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
1.0d / 1.0d SLA
Scheduled
6.8d / 2.0d SLA
Closed
3.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
Midmark training in Wilmington
🔍 Technician Findings
Midmark training in Wilmington
⚠️ Problem Description
Course: Midmark Escalations Technician: Joseph Anderson Start Date: 2025-11-18 Mentor: Great question Notes: Manager/Supervisor Submitted by: Robert Ingraham Submitted on: 11/10/2025

Timeline

📞
Case Linked Nov 10, 4:57 PM
Case Number: 00542670
Subject: New Training Request
Status: Closed
📋
▶
2 Work Order Created Nov 11, 3:36 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
▶
3 Technician Assigned Nov 12, 1:18 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Abby Jinerson
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 21h 41m, 0m
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2025-11-17T14:00:00.000+0000
💵
3x Expenses Added Nov 12, 3:13 PM
Type: Expenses
Status: Open
Qty: 1
⏳ 4.0 business days
⏱️
2x Labor Added Nov 17, 4:07 PM
Type: Labor, Expenses
Status: Open
Qty: 7.0833333333333, 1
⏳ 2.0 business days
💵
2x Expenses Added Nov 18, 4:39 PM
Type: Expenses, Labor
Status: Open
Qty: 1, 8
⏳ 1.9 business days
⏱️
2x Labor Added Nov 19, 5:02 PM
Type: Labor, Expenses
Status: Open
Qty: 8, 1
⏳ 1.9 business days
⏱️
▶
2 4x Labor Added Nov 20, 7:47 PM
4x Labor Added → Status: Completed
✔️
Status: Completed by Joseph Anderson
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 8d 6h, 0m
⏳ 3.5 business days
📄
▶
2 Status: Ready to Bill Nov 25, 2:02 PM
Status: Ready to Bill → Invoice Created
🧾
Invoice Created
Invoice Number: SM-247562

Bottlenecks

Scheduled
Duration: 6.8 business days (threshold: 2.0 business days)
Exceeded by 4.8 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00542670
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Cross-Training
Branch
N/A
Technician
Joseph Anderson
Scheduled
Nov 17, 9:00 AM
Created
Nov 11, 3:36 PM
Invoice #
SM-247562

Work Details (13)

Name Type Status Qty Amount Date
WL-03004864 Expenses Open 1 $0.00 Nov 12, 3:13 PM
WL-03004865 Expenses Open 1 $0.00 Nov 12, 3:13 PM
WL-03004866 Expenses Open 1 $0.00 Nov 12, 3:13 PM
WL-03010173 Labor Open 7.0833333333333 $0.00 Nov 17, 4:07 PM
WL-03010174 Expenses Open 1 $0.00 Nov 17, 4:07 PM
WL-03011746 Expenses Open 1 $0.00 Nov 18, 4:39 PM
WL-03011747 Labor Open 8 $0.00 Nov 18, 4:39 PM
WL-03013533 Labor Open 8 $0.00 Nov 19, 5:02 PM
WL-03013534 Expenses Open 1 $0.00 Nov 19, 5:02 PM
WL-03015473 Labor Open 9.45 $0.00 Nov 20, 7:47 PM
WL-03015474 Expenses Open 1 $0.00 Nov 20, 7:47 PM
WL-03015475 Expenses Open 1 $0.00 Nov 20, 7:47 PM
WL-03015476 Expenses Open 1 $0.00 Nov 20, 7:47 PM

Details