Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01313729 ↗ ServiceMax

Modern Animal Hospital • Preventive Maintenance • PSM

📍 Modern Animal - The Palo Alto Clinic — 215 Alma St., Palo Alto CA, 94301

Nov 7, 2025 → Sep 3, 2026

✅ Completed
PSM
SLA Clock
Last business day of November 2025 · Target: Nov 28, 2025
✗ SLA Missed (3 biz days late)
Active: 16 biz days
Paused: 181 biz days
🕐 Clock stopped: Completed (Aug 25, 2026)
▶ Clock Running
Status: Created
Nov 7 → Nov 7, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: L2 Screening
Nov 7 → Nov 14, 2025
4 business days (counted)
Running total: 4 of ? biz days used
⏸30d
⏸ Clock Paused
Status: Awaiting Parts
Nov 14 → Dec 31, 2025
30 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
Dec 31 → Dec 31, 2025
0 business days (counted)
Running total: 4 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Dec 31 → Dec 31, 2025
0 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
Dec 31 → Jan 2, 2026
1 business day (counted)
Running total: 5 of ? biz days used
⏸ Clock Paused
Status: Ready for Release
Jan 2 → Jan 5, 2026
1 business day (not counted)
⏸ Clock Paused
Status: Awaiting Parts
Jan 5 → Jan 6, 2026
1 business day (not counted)
▶ Clock Running
Status: Ready for Scheduling
Jan 6 → Jan 7, 2026
1 business day (counted)
Running total: 6 of ? biz days used
⏸116d
⏸ Clock Paused
Status: Ready for Release
Jan 7 → Jun 24, 2026
116 business days (not counted)
▶ Clock Running
Status: L2 Screening
Jun 24 → Jun 24, 2026
0 business days (counted)
Running total: 6 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Jun 24 → Jun 25, 2026
1 business day (not counted)
▶ Clock Running
Status: Ready for Scheduling
Jun 25 → Jun 29, 2026
2 business days (counted)
Running total: 8 of ? biz days used
⏸31d
⏸ Clock Paused
Status: Ready for Release
Jun 29 → Aug 12, 2026
31 business days (not counted)
▶ Clock Running
Status: Assigned
Aug 12 → Aug 12, 2026
0 business days (counted)
Running total: 8 of ? biz days used
▶ Clock Running
Status: Scheduled
Aug 12 → Aug 14, 2026
2 business days (counted)
Running total: 10 of ? biz days used
▶ Clock Running
Status: Tech On Site
Aug 14 → Aug 15, 2026
0 business days (counted)
Running total: 10 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Aug 15 → Aug 17, 2026
1 business day (not counted)
▶ Clock Running
Status: Ready for Scheduling
Aug 17 → Aug 20, 2026
3 business days (counted)
Running total: 13 of ? biz days used
▶ Clock Running
Status: Scheduled
Aug 20 → Aug 25, 2026
3 business days (counted)
Running total: 16 of ? biz days used
▶ Clock Running
Status: L2 Screening
Aug 25 → Aug 25, 2026
0 business days (counted)
Running total: 16 of ? biz days used
Created: Nov 7, 2025 Completed: Aug 25, 2026
Show SLA Clock Detail (21 periods)
Period Status Clock Biz Days Running Total
Nov 7 → Nov 7 Created ▶ Running 0 0
Nov 7 → Nov 14 L2 Screening ▶ Running 4 4
Nov 14 → Dec 31 Awaiting Parts ⏸ Paused 30 —
Dec 31 → Dec 31 Ready for Scheduling ▶ Running 0 4
Dec 31 → Dec 31 Awaiting Parts ⏸ Paused 0 —
Dec 31 → Jan 2 Ready for Scheduling ▶ Running 1 5
Jan 2 → Jan 5 Ready for Release ⏸ Paused 1 —
Jan 5 → Jan 6 Awaiting Parts ⏸ Paused 1 —
Jan 6 → Jan 7 Ready for Scheduling ▶ Running 1 6
Jan 7 → Jun 24 Ready for Release ⏸ Paused 116 —
Jun 24 → Jun 24 L2 Screening ▶ Running 0 6
Jun 24 → Jun 25 Awaiting Parts ⏸ Paused 1 —
Jun 25 → Jun 29 Ready for Scheduling ▶ Running 2 8
Jun 29 → Aug 12 Ready for Release ⏸ Paused 31 —
Aug 12 → Aug 12 Assigned ▶ Running 0 8
Aug 12 → Aug 14 Scheduled ▶ Running 2 10
Aug 14 → Aug 15 Tech On Site ▶ Running 0 10
Aug 15 → Aug 17 Awaiting Parts ⏸ Paused 1 —
Aug 17 → Aug 20 Ready for Scheduling ▶ Running 3 13
Aug 20 → Aug 25 Scheduled ▶ Running 3 16
Aug 25 → Aug 25 L2 Screening ▶ Running 0 16
Dispatch 5.6d
Material Management 34.7d
Holding 150.9d (excluded)
Coordinators 15.2d
Field Work 8.0d
Billing 0.1d
✗ SLA Missed
Dispatch
5.6 days
Over SLA
Material Management
34.7 days
Over SLA
Holding (excluded from total)
150.9 days
Coordinators
15.2 days
Over SLA
Field Work
8.0 days
Over SLA
Billing
0.1 days
Created: Nov 7, 2025 Due: Aug 28, 2026 Completed: Sep 3, 2026 (5 days late)
📅
204.2 days Total Age
⏱️
117.0d in Ready for Release Longest Stage
🔄
25 transitions Status Changes
⚠️
44.5d over Total Delay
📦
4 orders, 0 quotes Parts & Quotes
📝
27 lines Work Details
🚩
3 visits On-Site Trips
👤
Self-Scheduled Scheduling
🚩
3 On-Site Visits
3 on-site visits — why were multiple trips needed?
👤 Self-scheduled by Angel Rios — scheduling delays attributed to technician, not coordinators
Visit 1 Aug 14, 2026
Visit 2 Aug 23, 2026
Visit 3 Aug 24, 2026

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00541955
eBiotrack - Automated New Inspection Created
Closed
Semi-Annual Preventative Maintenance Service - Anesthesia,Anesthesia 7 Pcs https://www.ebiotrack.com/inspection.php?iid=31088
Priority
Standard
Origin
Email
Reason
New Case
Contact
Palo Alto Modern Animal
Owner
Kimberly Hardison
Created
Nov 7, 2025
Work Orders from this Case (1)
WO-01313729 (current) Invoiced
Preventive Maintenance • Angel Rios
Created: Nov 7, 2025 • Closed: Sep 3, 2026
Completed with significant delays
Invoiced • 349 days old
🚨
Primary Delay 117.0 days stuck in "Ready for Release"
⏱️
Total Delay 44.5 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
5.6d / 1.0d SLA
Awaiting Parts
34.7d / 3.0d SLA
Ready for Scheduling
10.2d / 1.0d SLA
Ready for Release
150.9d
Assigned
0.0d / 0.5d SLA
Scheduled
5.0d / 2.0d SLA
Tech On Site
0.4d / 1.0d SLA
Completed
7.6d / 1.0d SLA
Closed
1.0d / 1.0d SLA
Ready to Bill
0.1d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

8/25 ARios - Waiting for Open Parts orders to be cancelled before I can close this WO.

8-7 Mburris set appt Sophie White 8-13 11am


1/5/26 RBerry- Placing WO back into awaiting parts manually. PO00085361 is still in submitted status.


12/09/2025 SRobinson- Order No: 740487


Customer PO No: PO015250


Customer: EMSAR Inc


Ship To Name: EMSAR Inc


Ship To Address: 270 Davids Dr   


Ship To City/State: Wilmington, OH 45177-2491


Waybill (Tracking #): 00032676971


Carrier: Dayton Freight-Truck-Standard


The following items have shipped from Midmark Corporation on: 08-DEC-2025


LINE NO: 1.1 QTY: 1 ITEM: 002-0784-00 SERIAL #: DESCRIPTION: M11/M11D RETURN SHIPPING PACK


LINE NO: 2.1 QTY: 50 ITEM: 002-10070-00 SERIAL #: DESCRIPTION: PM KIT FOR M11

🔧 Work Performed
8/14/26 - Arrived on site, and site manager Kela Chaiyont advised that they had not received the parts needed to perform the PMs on their equipment. Return trip needed. 8/24/26 - Performed PM service on two Vetland Landmark anesthesia machines (Asset #s 12977345 and 13028515), two Midmark VMS Plus anesthesia machines (Asset #s 12977322 and 12977351), one Unico G380 LED microscope (Asset #13028511), and one Midmark M11-043 autoclave (Asset #13028482). Note: Autoclave was not filling the chamber with water during the fill cycle. Checked voltage at the PCB output corresponding to the fill valve and confirmed there was no voltage present when the fill valve was activated. Disconnected and reconnected all connections at the PCB, after which the fill valve began operating properly again. Ran two sterilization cycles, and the unit completed both cycles without any issues. Advised POC to monitor the unit and contact us if the issue returns.
🔍 Technician Findings
8/14 Arrived on site, and site manager Kela Chaiyont advised that they had not received the parts needed to perform the PMs on their equipment. I checked the tracking information and found that the shipment was marked as delivered on June 30 and signed for by Alex. Kela stated that no one named Alex works at their location. I reviewed the shipping details and found that the package was addressed to 217 Alma St, while the customer is located at 215 Alma St. The address at 217 Alma St belongs to the Walgreens next door. I spoke with the manager at Walgreens, who confirmed that they did not have the parts either. Kela also advised that the clinic had a very busy schedule today and that the equipment would not have been available for PM service even if the parts had been received. The parts will need to be reordered and shipped to the correct address in order to complete the PM service on these units. 8/24 Arrived on site, and POC Kela led me to all units requiring service. According to eBioTrack, there are a total of seven units: four anesthesia machines, one autoclave, one microscope, and one microdermabrasion unit. POC advised that the microdermabrasion unit is not located at their facility and requested that it be removed from service and deleted from the eBioTrack inventory.
⚠️ Problem Description
Semi-Annual Preventative Maintenance Service - Anesthesia,Anesthesia Machine,Autoclave,Dental Delivery Unit,Dental Unit,Microscope Preventative Maintenance on all Anesthesia Machines, Autoclaves, Dental Units, and Microscopes to be completed. - Cleaning and Disinfection - Ensuring safe physical working condition - Functional Testing - Calibration and Performance Checks - Lubrication and Adjustments - Documentation in alignment with ISO13485 standards 7 Pcs https://www.ebiotrack.com/inspection.php?iid=31088

Timeline

📞
Case Linked Nov 7, 12:03 AM
Case Number: 00541955
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Nov 7, 2:25 PM
Work Order Created → Status: L2 Screening
🔍
Status: L2 Screening by Kimberly Hardison
From: Entered
To: L2 Screening
Duration in Previous: 0m
⚠️ 5.0 business days
📦
▶
2 Parts Requested Nov 14, 5:07 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Joseph Whalen
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 7d 2h
⚠️ 5.9 business days
📦
Parts Requested Nov 22, 12:46 AM
Order: 00085736
Status: Canceled
🚨 25.0 business days
📅
Status: Ready for Scheduling by Amy Greene Dec 31, 12:26 PM
From: Awaiting Parts
To: Ready for Scheduling
Duration in Previous: 46d 19h
📦
▶
2 Status: Awaiting Parts Dec 31, 12:56 PM
Status: Awaiting Parts → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Amy Greene
From: Awaiting Parts
To: Ready for Scheduling
Duration in Previous: 1m
⏳ 2.0 business days
✅
Status: Ready for Release by Rhea Berry Jan 2, 10:32 AM
From: Ready for Scheduling
To: Ready for Release
Duration in Previous: 1d 21h
⏳ 2.0 business days
📦
Status: Awaiting Parts by Rhea Berry Jan 5, 11:54 AM
From: Ready for Release
To: Awaiting Parts
Duration in Previous: 3d 1h
⏳ 2.0 business days
📅
Status: Ready for Scheduling by Amy Greene Jan 6, 12:52 PM
From: Awaiting Parts
To: Ready for Scheduling
Duration in Previous: 1d 0h
💵
Expenses Added Jan 6, 1:34 PM
Type: Expenses
Status: Open
Qty: 1
💵
Expenses Added Jan 6, 2:27 PM
Type: Expenses
Status: Open
Qty: 1
✅
Status: Ready for Release by Rhea Berry Jan 7, 10:03 AM
From: Ready for Scheduling
To: Ready for Release
Duration in Previous: 21h 10m
🚨 117.0 business days
🔍
Status: L2 Screening by Megan Allen Jun 24, 2:13 PM
From: Ready for Release
To: L2 Screening
Duration in Previous: 168d 3h
📦
▶
2 Parts Requested Jun 24, 3:33 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Joseph Whalen
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 1h 19m
📅
Status: Ready for Scheduling by Melissa Barrett Jun 25, 8:50 AM
From: Awaiting Parts
To: Ready for Scheduling
Duration in Previous: 17h 17m
💵
Expenses Added Jun 25, 10:30 AM
Type: Expenses
Status: Open
Qty: 1
⏳ 3.0 business days
✅
Status: Ready for Release by Lauren Oberg Jun 29, 12:49 PM
From: Ready for Scheduling
To: Ready for Release
Duration in Previous: 4d 3h
🚨 32.0 business days
👷
▶
4 Technician Assigned Aug 12, 6:39 PM
Technician Assigned → Status: Assigned → Status: Scheduled → Dispatch Scheduled
👷
Status: Assigned by Michael Burris
From: Ready for Release
To: Assigned
Duration in Previous: 44d 5h
🗓️
Status: Scheduled by Michael Burris
From: Assigned
To: Scheduled
Duration in Previous: 1m
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-08-14T18:00:00.000+0000
⏳ 2.7 business days
📅
Dispatch Scheduled by Michael Burris Aug 14, 4:51 PM
Scheduled For: 2026-08-24T18:00:00.000+0000
🔧
Status: Tech On Site by Angel Rios Aug 14, 5:07 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 1d 22h
🚗
3x Travel Added Aug 14, 9:37 PM
Type: Travel, Labor
Status: Open
Qty: 134
💵
Expenses Added Aug 14, 9:52 PM
Type: Expenses
Status: Open
Qty: 1
📦
▶
2 Parts Requested Aug 14, 10:00 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Angel Rios
From: Tech On Site
To: Awaiting Parts
Duration in Previous: 4h 53m
⏱️
▶
2 2x Labor Added Aug 14, 10:29 PM
2x Labor Added → Labor Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 0.75
⏳ 1.2 business days
📅
Status: Ready for Scheduling by John Rolston Aug 17, 3:21 PM
From: Awaiting Parts
To: Ready for Scheduling
Duration in Previous: 2d 17h
🔩
5x Parts Added Aug 17, 3:27 PM
Type: Parts, Expenses
Status: Open
Qty: 1, 2
⏳ 4.0 business days
📅
▶
2 Dispatch Scheduled Aug 20, 3:30 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Michael Burris
From: Ready for Scheduling
To: Scheduled
Duration in Previous: 3d 0h
⏳ 3.0 business days
🚗
▶
2 2x Travel Added Aug 24, 8:20 PM
2x Travel Added → 2x Labor Added
⏱️
2x Labor Added
Type: Labor
Status: Open
Qty: 2, 2.5
⏱️
Labor Added Aug 24, 8:36 PM
Type: Labor
Status: Open
Qty: 2.5
🔍
Status: L2 Screening by Lauren Oberg Aug 24, 10:09 PM
From: Scheduled
To: L2 Screening
Duration in Previous: 4d 6h
🚗
2x Travel Added Aug 25, 3:24 AM
Type: Travel
Status: Open
Qty: 63, 134
⏱️
2x Labor Added Aug 25, 4:34 AM
Type: Labor
Status: Open
Qty: 3, 0.5
⏱️
▶
2 2x Labor Added Aug 25, 4:44 AM
2x Labor Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
✔️
Status: Completed by Angel Rios Aug 25, 4:50 AM
From: L2 Screening
To: Completed
Duration in Previous: 6h 40m
⚠️ 7.1 business days
🏁
Status: Closed by Angel Rios Sep 3, 1:06 AM
From: Completed
To: Closed
Duration in Previous: 8d 20h
📄
Status: Ready to Bill by Diane Patton Sep 3, 9:39 AM
From: Closed
To: Ready to Bill
Duration in Previous: 8h 32m
📨
▶
2 Status: Invoice Pending Sep 3, 10:21 AM
Status: Invoice Pending → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 3m
🧾
Invoice Created Sep 3, 4:53 PM
Invoice Number: SM-272013

Bottlenecks

L2 Screening
Duration: 4.6 business days (threshold: 1.0 business days)
Exceeded by 3.6 business days
Awaiting Parts
Duration: 30.2 business days (threshold: 3.0 business days)
Exceeded by 27.2 business days
Ready for Scheduling
Duration: 1.8 business days (threshold: 1.0 business days)
Exceeded by 6.0 business hours
Ready for Scheduling
Duration: 1.8 business days (threshold: 1.0 business days)
Exceeded by 6.1 business hours
Ready for Scheduling
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Scheduled
Duration: 2.2 business days (threshold: 2.0 business days)
Exceeded by 1.3 business hours
Ready for Scheduling
Duration: 3.6 business days (threshold: 1.0 business days)
Exceeded by 2.6 business days
Scheduled
Duration: 2.8 business days (threshold: 2.0 business days)
Exceeded by 6.6 business hours
Completed
Duration: 7.6 business days (threshold: 1.0 business days)
Exceeded by 6.6 business days

🔗 Related Artifacts

📞
Case 00541955
Closed
📦
Parts Order 00085361
Canceled
📦
Parts Order 00085736
Canceled
📦
Parts Order 00098336
Canceled
📦
Parts Order 00102683
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
Edge
Technician
Angel Rios
Scheduled
Aug 24, 1:00 PM
Created
Nov 7, 2:25 PM
Invoice #
SM-272013

Work Details (27)

Name Type Status Qty Amount Date
WL-03054826 Expenses Open 1 $0.00 Jan 6, 1:34 PM
WL-03054984 Expenses Open 1 $11.14 Jan 6, 2:27 PM
WL-03273217 Expenses Open 1 $23.74 Jun 25, 10:30 AM
WL-03336945 Travel Open 134 $0.00 Aug 14, 9:37 PM
WL-03336943 Labor Open 3 $0.00 Aug 14, 9:37 PM
WL-03336944 Travel Open 134 $275.00 Aug 14, 9:37 PM
WL-03336963 Expenses Open 1 $0.00 Aug 14, 9:52 PM
WL-03337071 Labor Open 1 $0.00 Aug 14, 10:29 PM
WL-03337072 Labor Open 4 $0.00 Aug 14, 10:29 PM
WL-03337073 Labor Open 0.75 $0.00 Aug 14, 10:30 PM
WL-03338801 Parts Open 1 $324.00 Aug 17, 3:27 PM
WL-03338798 Parts Open 2 $101.26 Aug 17, 3:27 PM
WL-03338799 Parts Open 2 $40.50 Aug 17, 3:27 PM
WL-03338800 Parts Open 2 $442.80 Aug 17, 3:27 PM
WL-03338802 Expenses Open 1 $24.30 Aug 17, 3:27 PM
WL-03350037 Travel Open 90 $0.00 Aug 24, 8:20 PM
WL-03350038 Expenses Open 1 $0.00 Aug 24, 8:20 PM
WL-03350041 Labor Open 2 $0.00 Aug 24, 8:24 PM
WL-03350042 Labor Open 2.5 $0.00 Aug 24, 8:24 PM
WL-03350056 Labor Open 2.5 $297.50 Aug 24, 8:36 PM
WL-03350284 Travel Open 63 $275.00 Aug 25, 3:24 AM
WL-03350285 Travel Open 134 $0.00 Aug 25, 3:24 AM
WL-03350302 Labor Open 3 $357.00 Aug 25, 4:34 AM
WL-03350303 Labor Open 0.5 $59.50 Aug 25, 4:34 AM
WL-03350306 Labor Open 3 $0.00 Aug 25, 4:44 AM
WL-03350305 Labor Open 3 $357.00 Aug 25, 4:44 AM
WL-03350307 Expenses Open 1 $0.00 Aug 25, 4:45 AM

Details