Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01315213 ↗ ServiceMax

MIDMARK • Installation • PC

📍 Livewell Animal Hospital — 10354 Highway 242 Ste 800, Conroe TX, 77385-4387

Nov 13, 2025 → Jan 30, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Jan 30, 2026
✗ SLA Missed
Active: 51 biz days
🕐 Clock stopped: Completed (Jan 31, 2026)
▶ Clock Running
Status: Created
Nov 13 → Nov 13, 2025
0 business days (counted)
Running total: 0 of ? biz days used
39d
▶ Clock Running
Status: L2 Screening
Nov 13 → Jan 13, 2026
39 business days (counted)
Running total: 39 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 13 → Jan 13, 2026
0 business days (counted)
Running total: 39 of ? biz days used
4d
▶ Clock Running
Status: Assigned
Jan 13 → Jan 20, 2026
4 business days (counted)
Running total: 43 of ? biz days used
▶ Clock Running
Status: Scheduled
Jan 20 → Jan 23, 2026
3 business days (counted)
Running total: 46 of ? biz days used
▶ Clock Running
Status: Entered
Jan 23 → Jan 23, 2026
0 business days (counted)
Running total: 46 of ? biz days used
▶ Clock Running
Status: Assigned
Jan 23 → Jan 23, 2026
0 business days (counted)
Running total: 46 of ? biz days used
5d
▶ Clock Running
Status: Scheduled
Jan 23 → Jan 31, 2026
5 business days (counted)
Running total: 51 of ? biz days used
Created: Nov 13, 2025 Completed: Jan 31, 2026
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Nov 13 → Nov 13 Created ▶ Running 0 0
Nov 13 → Jan 13 L2 Screening ▶ Running 39 39
Jan 13 → Jan 13 Ready for Scheduling ▶ Running 0 39
Jan 13 → Jan 20 Assigned ▶ Running 4 43
Jan 20 → Jan 23 Scheduled ▶ Running 3 46
Jan 23 → Jan 23 Entered ▶ Running 0 46
Jan 23 → Jan 23 Assigned ▶ Running 0 46
Jan 23 → Jan 31 Scheduled ▶ Running 5 51
Dispatch 39.5d
Coordinators 15.0d
Billing 1.7d
✗ SLA Missed
Dispatch
39.5 days
Over SLA
Coordinators
15.0 days
Over SLA
Billing
1.7 days
Over SLA
Created: Nov 13, 2025 Due: Jan 30, 2026 Completed: Jan 31, 2026 (on time)
📅
51.5 days Total Age
⏱️
39.5d in L2 Screening Longest Stage
🔄
10 transitions Status Changes
⚠️
50.5d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00543700
Vet Order - Livewell Animal Hospital - Conroe, TX - SO #8678809
Closed
This install is for Chane Lacy. Part Number: DCV7-G2X/H/S4 Description: COMPLETE SYSTEM, GRAY, 190 CM (76 IN) REACH, 2 STUD MOUNT, SIZE #2 BITE-RESISTANT SENSOR Serial Number: Scheduled Ship Date: 11/19/25 Sales Order #: 8678806 Customer PO #: 4603256455 All Midmark Progeny Mandatory documents: FDA 2579 Form Signed OM Form X-Ray WO’s for TX, AR, NC, OH, MN Mandatory documents: EPE Form
Priority
Standard
Origin
Email
Reason
New Case
Contact
Christa Bowers
Owner
Sherry Reich
Created
Nov 13, 2025
Work Orders from this Case (1)
WO-01315213 (current) Invoiced
Installation • Anthony Wirth
Created: Nov 13, 2025 • Closed: Jan 30, 2026
Completed with significant delays
Invoiced • 111 days old
🚨
Primary Delay 39.5 days stuck in "L2 Screening"
⏱️
Total Delay 50.5 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
L2 Screening
39.5d / 1.0d SLA
Ready for Scheduling
0.1d / 1.0d SLA
Assigned
5.0d / 0.5d SLA
Scheduled
9.9d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Ready to Bill
1.6d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

1/23 KKelch scheduled per logged email from Priya

1/20 KKelch scheduled per logged email from Kaci

1/14 KKelch sent an email for scheduling

Customer looking to schedule any day between 1/20 and 1/22 after 9 am CST.

🔧 Work Performed
Installed a wall mounted dental xray
🔍 Technician Findings
no issues
⚠️ Problem Description
This install is for Chane Lacy. Part Number: DCV7-G2X/H/S4 Description: COMPLETE SYSTEM, GRAY, 190 CM (76 IN) REACH, 2 STUD MOUNT, SIZE #2 BITE-RESISTANT SENSOR Serial Number: Scheduled Ship Date: 11/19/25 Sales Order #: 8678806 Customer PO #: 4603256455 All Midmark Progeny Mandatory documents: FDA 2579 Form Signed OM Form X-Ray WO’s for TX, AR, NC, OH, MN Mandatory documents: EPE Form

Timeline

📞
Case Linked Nov 13, 1:19 PM
Case Number: 00543700
Subject: Vet Order - Livewell Animal Hospital - Conroe, TX - SO #8678809
Status: Closed
📋
2 Work Order Created Nov 13, 3:12 PM
Work Order Created → Status: L2 Screening
🔍
Status: L2 Screening by Sherry Reich
From: Entered
To: L2 Screening
Duration in Previous: 1m
🚨 40.0 business days
📅
Status: Ready for Scheduling by Dave Creditt Jan 13, 8:04 AM
From: L2 Screening
To: Ready for Scheduling
Duration in Previous: 60d 16h
👷
2 Status: Assigned Jan 13, 9:13 AM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Kaitlyn Kelch
Technician: Chane Lacy
⚠️ 5.0 business days
🗓️
2 Status: Scheduled Jan 20, 11:44 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-01-22T15:30:00.000+0000
4.0 business days
🆕
3 Status: Entered Jan 23, 9:14 AM
Status: Entered → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kaitlyn Kelch
Technician: a0h6e00000II91nAAD, Anthony Wirth
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-01-30T15:00:00.000+0000
⚠️ 6.0 business days
✔️
2 Status: Completed Jan 30, 10:13 PM
Status: Completed → 3x Labor Added
⏱️
3x Labor Added
Type: Labor
Status: Open
Qty: 5.5, 4
🚗
2 3x Travel Added Jan 30, 10:22 PM
3x Travel Added → Status: Closed
🏁
Status: Closed by Anthony Wirth
From: Completed
To: Closed
Duration in Previous: 8m
2.2 business days
📄
Status: Ready to Bill by Nancy Suarez Feb 3, 1:49 PM
From: Closed
To: Ready to Bill
Duration in Previous: 3d 15h
📨
3 Status: Invoice Pending Feb 4, 11:37 AM
Status: Invoice Pending → Status: Invoiced → Invoice Created
💰
Status: Invoiced by Nancy Suarez
From: Invoice Pending
To: Invoiced
Duration in Previous: 3m
🧾
Invoice Created
Invoice Number: SM-252964

Bottlenecks

L2 Screening
Duration: 39.5 business days (threshold: 1.0 business days)
Exceeded by 38.5 business days
Assigned
Duration: 5.0 business days (threshold: 4.0 business hours)
Exceeded by 4.5 business days
Scheduled
Duration: 3.9 business days (threshold: 2.0 business days)
Exceeded by 1.9 business days
Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Ready to Bill
Duration: 1.6 business days (threshold: 1.0 business days)
Exceeded by 5.2 business hours

🔗 Related Artifacts

📞
Case 00543700
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
N/A
Technician
Anthony Wirth
Scheduled
Jan 30, 10:00 AM
Created
Nov 13, 3:12 PM
Invoice #
SM-252964

Work Details (6)

Name Type Status Qty Amount Date
WL-03086233 Labor Open 5.5 $440.00 Jan 30, 10:17 PM
WL-03086234 Labor Open 4 $440.00 Jan 30, 10:17 PM
WL-03086235 Labor Open 5 $440.00 Jan 30, 10:17 PM
WL-03086236 Travel Open 264 $0.00 Jan 30, 10:22 PM
WL-03086237 Travel Open 234 $0.00 Jan 30, 10:22 PM
WL-03086238 Expenses Open 1 $0.00 Jan 30, 10:22 PM

Details