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WO-01318829 ↗ ServiceMax

COVETRUS • Evaluation • P3

📍 Ridgeline Veterinary Clinic — 68100 Ramon Rd Ste A3, Cathedral City CA, 92234

Dec 4, 2025 → Dec 12, 2025

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Dec 9, 2025
✗ SLA Missed (3 biz days late)
Active: 6 biz days
Budget: 3 biz days
🕐 Clock stopped: Invoiced (Dec 13, 2025)
SLA Target
▶ Clock Running
Status: Created
Dec 4 → Dec 4, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
1d
▶ Clock Running
Status: Ready for Scheduling
Dec 4 → Dec 5, 2025
1 business day (counted)
Running total: 1 of 3 biz days used
▶ Clock Running
Status: Assigned
Dec 5 → Dec 5, 2025
0 business days (counted)
Running total: 1 of 3 biz days used
5d
▶ Clock Running
Status: Scheduled
Dec 5 → Dec 12, 2025
5 business days (counted)
Running total: 6 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Dec 12 → Dec 13, 2025
0 business days (counted)
Running total: 6 of 3 biz days used
▶ Clock Running
Status: Completed
Dec 13 → Dec 13, 2025
0 business days (counted)
Running total: 6 of 3 biz days used
▶ Clock Running
Status: Incomplete
Dec 13 → Dec 13, 2025
0 business days (counted)
Running total: 6 of 3 biz days used
Created: Dec 4, 2025 Invoiced: Dec 13, 2025
Business Days Used 6 / 3
0 3d budget +3d over
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Dec 4 → Dec 4 Created ▶ Running 0 0 / 3
Dec 4 → Dec 5 Ready for Scheduling ▶ Running 1 1 / 3
Dec 5 → Dec 5 Assigned ▶ Running 0 1 / 3
Dec 5 → Dec 12 Scheduled ▶ Running 5 6 / 3
Dec 12 → Dec 13 Tech On Site ▶ Running 0 6 / 3
Dec 13 → Dec 13 Completed ▶ Running 0 6 / 3
Dec 13 → Dec 13 Incomplete ▶ Running 0 6 / 3
Dispatch 0.0d
Coordinators 6.8d
Field Work 0.7d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
6.8 days
Over SLA
Field Work
0.7 days
Billing
0.0 days
Created: Dec 4, 2025 Due: Dec 9, 2025 Completed: Dec 13, 2025 (3 days late)
📅
6.4 days Total Age
⏱️
5.3d in Scheduled Longest Stage
🔄
8 transitions Status Changes
⚠️
3.7d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00548026
L2 Review - Healthcare
Closed
Q-00031408 Covetrus Account #: 785460-001 Manufacturer and Model: Dentalaire DTP00511 Serial Number: 001091626 Please describe the issue you are experiencing: Water doesn't come out of the scaler. It comes out of the other attachments, though. Technician to complete product eval,review,and testing to source the exact issue and determine if parts are needed,
Priority
Standard
Origin
Email
Reason
New Case
Contact
Heather Stafford
Owner
Shelby Robinson
Created
Dec 2, 2025
Work Orders from this Case (1)
WO-01318829 (current) Invoiced
Evaluation • Omar Serrano
Created: Dec 4, 2025 • Closed: Dec 12, 2025
Completed with minor delays
Invoiced • 90 days old
🚨
Primary Delay 5.3 days stuck in "Scheduled"
⏱️
Total Delay 3.7 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
Ready for Scheduling
1.4d / 1.0d SLA
Assigned
0.1d / 0.5d SLA
Scheduled
5.3d / 2.0d SLA
Tech On Site
0.7d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

12/15/25 SReich - Created case 00551836 for follow up.


12/5/25 RBerry- Spoke with Heather Stafford, scheduled for 12/12/25. Arrival time between 9-11AM. Nothing needed to access site or equipment.


12/5/25 RBerry- LM with site to schedule for 12/12/25 with arrival time between 9-11AM. 


12/5/25 RBerry- Sent teams message to NWillick stating: Nicholas Willick WO-01318829- This WO is going to miss the due date. With it so far out I just can't make it work until 12/12/25


12/5/25 RBerry- Per NWillick in ASC call, give to Omar Serrano to due Rene not having availability.

🔧 Work Performed
Diagnosed unit and informed customer of what is needed to complete repair. Customer requested quote
🔍 Technician Findings
Customer states unit is having issues
⚠️ Problem Description
Q-00031408 Covetrus Account #: 785460-001 Manufacturer and Model: Dentalaire DTP00511 Serial Number: 001091626 Please describe the issue you are experiencing: Water doesn't come out of the scaler. It comes out of the other attachments, though. Technician to complete product eval,review,and testing to source the exact issue and determine if parts are needed,
📄 Description
DentalAire Prestige (series) Delivery Unit (J-4300, DTP00511)

Timeline

📞
Case Linked Dec 2, 12:13 PM
Case Number: 00548026
Subject: L2 Review - Healthcare
Status: Closed
3.0 business days
📋
2 Work Order Created Dec 4, 3:44 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
👷
2 Technician Assigned Dec 5, 3:27 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Scheduling
To: Assigned
Duration in Previous: 23h 42m
🗓️
2 Status: Scheduled Dec 5, 4:29 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2025-12-12T18:00:00.000+0000
⚠️ 5.9 business days
🔧
Status: Tech On Site by Omar Serrano Dec 12, 1:42 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 6d 21h
🚗
2 3x Travel Added Dec 12, 10:26 PM
3x Travel Added → Status: Completed
✔️
Status: Completed by Omar Serrano
From: Tech On Site
To: Completed
Duration in Previous: 8h 45m
⚠️
Status: Incomplete by Omar Serrano Dec 12, 10:33 PM
From: Completed, Incomplete
To: Incomplete, Closed
Duration in Previous: 6m, 0m
1.2 business days
📄
2 Status: Ready to Bill Dec 15, 11:24 AM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Hannah Shaw
From: Invoice Pending
To: Invoiced
Duration in Previous: 2m
🧾
Invoice Created Dec 15, 3:22 PM
Invoice Number: SM-249112

Bottlenecks

Ready for Scheduling
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 3.3 business hours
Scheduled
Duration: 5.3 business days (threshold: 2.0 business days)
Exceeded by 3.3 business days

🔗 Related Artifacts

📞
Case 00548026
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Evaluation
Branch
ERLA - PROD
Technician
Omar Serrano
Scheduled
Dec 12, 1:00 PM
Created
Dec 4, 3:44 PM
Invoice #
SM-249112

Work Details (3)

Name Type Status Qty Amount Date
WL-03036734 Travel Open 110 $470.00 Dec 12, 10:26 PM
WL-03036735 Labor Open 1.75 $208.25 Dec 12, 10:26 PM
WL-03036736 Labor Open 2.5 $0.00 Dec 12, 10:26 PM

Details