Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01349389 ↗ ServiceMax

MIDMARK • Cross-Training • PC

📍 Brandon Rodriguez Trunk Stock — 1350 N. Grant St Apt 715, Denver CO, 80203

Feb 3, 2026 → Feb 23, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Feb 19, 2026
✗ SLA Missed (1 biz days late)
Active: 12 biz days
🕐 Clock stopped: Completed (Feb 20, 2026)
▶ Clock Running
Status: Created
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 0 of ? biz days used
12d
▶ Clock Running
Status: Scheduled
Feb 3 → Feb 20, 2026
12 business days (counted)
Running total: 12 of ? biz days used
Created: Feb 3, 2026 Completed: Feb 20, 2026
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Feb 3 → Feb 3 Created ▶ Running 0 0
Feb 3 → Feb 3 Ready for Scheduling ▶ Running 0 0
Feb 3 → Feb 3 Assigned ▶ Running 0 0
Feb 3 → Feb 20 Scheduled ▶ Running 12 12
Dispatch 0.0d
Coordinators 12.6d
Field Work 3.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
12.6 days
Over SLA
Field Work
3.0 days
Over SLA
Created: Feb 3, 2026 Due: Feb 19, 2026 Completed: Feb 23, 2026 (3 days late)
📅
13.6 days Total Age
⏱️
12.6d in Scheduled Longest Stage
🔄
7 transitions Status Changes
⚠️
12.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
17 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 Feb 16, 2026
Visit 2 Feb 17, 2026
Visit 3 Feb 18, 2026
Visit 4 Feb 19, 2026

AI Analysis

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Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00556473
New Training Request
Closed
1x OJT work order Ending 2/28 for Brandon Rodriguez with Andy P. Q: Service Type (pm, repair, other)?: Q: Make / Model?: Q: Service Performed?: Q: Mentor?:"
Priority
High
Origin
Email
Reason
New Case
Contact
N/A
Owner
Kimberly Hardison
Created
Jan 6, 2026
Work Orders from this Case (4)
WO-01349385 Closed
Cross-Training • Brandon Rodriguez
Created: Feb 3, 2026 • Closed: Mar 2, 2026
WO-01349386 Canceled
Cross-Training • Brandon Rodriguez
Created: Feb 3, 2026
WO-01349388 Invoiced
Cross-Training • Brandon Rodriguez
Created: Feb 3, 2026 • Closed: Feb 15, 2026
WO-01349389 (current) Invoiced
Cross-Training • Brandon Rodriguez
Created: Feb 3, 2026 • Closed: Feb 23, 2026
Completed with significant delays
Invoiced • 29 days old
🚨
Primary Delay 12.6 days stuck in "Scheduled"
⏱️
Total Delay 12.8 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
0.0d / 1.0d SLA
Scheduled
12.6d / 2.0d SLA
Completed
2.2d / 1.0d SLA
Tech Off Site
0.8d / 2.0d SLA
Closed
2.9d / 1.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
Attended Midmark class in Wilmington.
🔍 Technician Findings
Attended Midmark class in Wilmington.
⚠️ Problem Description
1X Classroom training scheduled for 2/17-2/19 for Brandon Rodriguez.

Timeline

📞
Case Linked Jan 6, 1:54 PM
Case Number: 00556473
Subject: New Training Request
Status: Closed
🚨 20.0 business days
📋
▶
2 Work Order Created Feb 3, 1:50 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
▶
3 Technician Assigned Feb 3, 2:09 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 18m, 0m
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-02-16T15:00:00.000+0000
💵
3x Expenses Added Feb 3, 3:42 PM
Type: Expenses
Status: Open
Qty: 1
🚨 12.0 business days
💵
2x Expenses Added Feb 19, 3:47 PM
Type: Expenses
Status: Open
Qty: 1
✔️
Status: Completed by Craig Dempsey Feb 20, 12:21 PM
From: Scheduled
To: Completed
Duration in Previous: 16d 22h
⏳ 1.0 business days
🚗
Status: Tech Off Site by Brandon Rodriguez Feb 22, 10:47 PM
From: Completed
To: Tech Off Site
Duration in Previous: 2d 10h
💵
4x Expenses Added Feb 23, 2:46 AM
Type: Expenses
Status: Open
Qty: 1
✔️
Status: Completed by Brandon Rodriguez Feb 23, 4:49 AM
From: Tech Off Site
To: Completed
Duration in Previous: 6h 2m
⏱️
3x Labor Added Feb 23, 9:54 AM
Type: Labor
Status: Open
Qty: 3.5, 4, 6.5
⏱️
2x Labor Added Feb 23, 10:19 AM
Type: Labor
Status: Open
Qty: 3.5, 4
⏱️
2x Labor Added Feb 23, 10:38 AM
Type: Labor
Status: Open
Qty: 3.5, 4
⏱️
Labor Added Feb 23, 11:01 AM
Type: Labor
Status: Open
Qty: 6.9833333333333
🏁
Status: Closed by Brandon Rodriguez Feb 23, 12:01 PM
From: Completed
To: Closed
Duration in Previous: 7h 12m
⏳ 3.0 business days
📄
Status: Ready to Bill by Nancy Suarez Feb 25, 12:32 PM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 2d 0h, 0m
⚠️ 6.0 business days
🧾
Invoice Created Mar 4, 12:40 PM
Invoice Number: SM-254888

Bottlenecks

Scheduled
Duration: 12.6 business days (threshold: 2.0 business days)
Exceeded by 10.6 business days
Completed
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.4 business hours
Closed
Duration: 2.9 business days (threshold: 1.0 business days)
Exceeded by 1.9 business days

🔗 Related Artifacts

📞
Case 00556473
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Cross-Training
Branch
N/A
Technician
Brandon Rodriguez
Scheduled
Feb 16, 10:00 AM
Created
Feb 3, 1:50 PM
Invoice #
SM-254888

Work Details (17)

Name Type Status Qty Amount Date
WL-03089740 Expenses Open 1 $0.00 Feb 3, 3:42 PM
WL-03089741 Expenses Open 1 $0.00 Feb 3, 3:42 PM
WL-03089739 Expenses Open 1 $0.00 Feb 3, 3:42 PM
WL-03112379 Expenses Open 1 $0.00 Feb 19, 3:47 PM
WL-03112380 Expenses Open 1 $0.00 Feb 19, 3:47 PM
WL-03115825 Expenses Open 1 $0.00 Feb 23, 2:46 AM
WL-03115822 Expenses Open 1 $0.00 Feb 23, 2:46 AM
WL-03115823 Expenses Open 1 $0.00 Feb 23, 2:46 AM
WL-03115824 Expenses Open 1 $0.00 Feb 23, 2:46 AM
WL-03115951 Labor Open 3.5 $0.00 Feb 23, 9:54 AM
WL-03115952 Labor Open 4 $0.00 Feb 23, 9:54 AM
WL-03115950 Labor Open 6.5 $0.00 Feb 23, 9:54 AM
WL-03115981 Labor Open 3.5 $0.00 Feb 23, 10:19 AM
WL-03115982 Labor Open 4 $0.00 Feb 23, 10:19 AM
WL-03116011 Labor Open 3.5 $0.00 Feb 23, 10:38 AM
WL-03116012 Labor Open 4 $0.00 Feb 23, 10:38 AM
WL-03116042 Labor Open 6.9833333333333 $0.00 Feb 23, 11:01 AM

Details