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WO-01329417 ↗ ServiceMax

MIDMARK • Installation • PC

📍 Licking County Humane Society — 825 THORNWOOD DR, HEATH OH, 43056

Jan 5, 2026 → Mar 23, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Mar 27, 2026
✓ SLA Met (3 biz days early)
Active: 54 biz days
🕐 Clock stopped: Completed (Mar 24, 2026)
▶ Clock Running
Status: Created
Jan 5 → Jan 5, 2026
0 business days (counted)
Running total: 0 of ? biz days used
38d
▶ Clock Running
Status: L2 Screening
Jan 5 → Mar 2, 2026
38 business days (counted)
Running total: 38 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Mar 2 → Mar 2, 2026
0 business days (counted)
Running total: 38 of ? biz days used
▶ Clock Running
Status: Assigned
Mar 2 → Mar 2, 2026
0 business days (counted)
Running total: 38 of ? biz days used
9d
▶ Clock Running
Status: Scheduled
Mar 2 → Mar 13, 2026
9 business days (counted)
Running total: 47 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 13 → Mar 13, 2026
0 business days (counted)
Running total: 47 of ? biz days used
5d
▶ Clock Running
Status: Scheduled
Mar 13 → Mar 20, 2026
5 business days (counted)
Running total: 52 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 20 → Mar 20, 2026
0 business days (counted)
Running total: 52 of ? biz days used
▶ Clock Running
Status: Reschedule
Mar 20 → Mar 23, 2026
1 business day (counted)
Running total: 53 of ? biz days used
▶ Clock Running
Status: Scheduled
Mar 23 → Mar 23, 2026
0 business days (counted)
Running total: 53 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 23 → Mar 24, 2026
1 business day (counted)
Running total: 54 of ? biz days used
Created: Jan 5, 2026 Completed: Mar 24, 2026
Show SLA Clock Detail (11 periods)
Period Status Clock Biz Days Running Total
Jan 5 → Jan 5 Created ▶ Running 0 0
Jan 5 → Mar 2 L2 Screening ▶ Running 38 38
Mar 2 → Mar 2 Ready for Scheduling ▶ Running 0 38
Mar 2 → Mar 2 Assigned ▶ Running 0 38
Mar 2 → Mar 13 Scheduled ▶ Running 9 47
Mar 13 → Mar 13 Tech On Site ▶ Running 0 47
Mar 13 → Mar 20 Scheduled ▶ Running 5 52
Mar 20 → Mar 20 Tech On Site ▶ Running 0 52
Mar 20 → Mar 23 Reschedule ▶ Running 1 53
Mar 23 → Mar 23 Scheduled ▶ Running 0 53
Mar 23 → Mar 24 Tech On Site ▶ Running 1 54
Dispatch 38.4d
Coordinators 18.4d
Field Work 1.8d
Billing 1.7d
✓ SLA Met
Dispatch
38.4 days
Over SLA
Coordinators
18.4 days
Over SLA
Field Work
1.8 days
Over SLA
Billing
1.7 days
Over SLA
Created: Jan 5, 2026 Due: Mar 27, 2026 Completed: Mar 24, 2026 (3 days early)
📅
53.8 days Total Age
⏱️
38.4d in L2 Screening Longest Stage
🔄
14 transitions Status Changes
⚠️
51.7d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
16 lines Work Details
🚩
3 visits On-Site Trips
👤
Self-Scheduled Scheduling
🚩
3 On-Site Visits (1 reschedule)
3 on-site visits — why were multiple trips needed?
👤 Self-scheduled by Jordan Moceri — scheduling delays attributed to technician, not coordinators
Visit 1 Mar 13, 2026
Visit 2 Mar 20, 2026
Visit 3 Mar 23, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00556045
Vet Order - Licking County Humane Society - Heath, OH - SO #8691301
Closed
This installation is for Jordon Moceri. Please reply to this email within 2 business days with the following information: Contact Date Contact Name Contact Email Address Scheduled Install Date (based on the expected ship date) Completed Install Date (final email indicating the install has been completed) wall mounted unit with a #2 sensor Scheduled Ship Date: FEBRUARY 27, 2026 Please include the 2026 Animal Dental Imaging Promotional Flyer along with the Pre-Installation Survey to the customer. The 2026 Animal Dental Imaging Promotional Flyer explains how they can redeem for the 4-hour clinical training offered with the purchase of a complete x-ray system. The web address for the end user to access the pre-recorded software webinar is on the first page of the pre-installation survey.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Cassie Wooden
Owner
Jessica Sells
Created
Jan 5, 2026
Work Orders from this Case (1)
WO-01329417 (current) Invoiced
Installation • Jordan Moceri
Created: Jan 5, 2026 • Closed: Mar 23, 2026
Completed with significant delays
Invoiced • 220 days old
🚨
Primary Delay 38.4 days stuck in "L2 Screening"
⏱️
Total Delay 51.7 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
L2 Screening
38.4d / 1.0d SLA
Ready for Scheduling
0.4d / 1.0d SLA
Assigned
0.4d / 0.5d SLA
Scheduled
15.8d / 2.0d SLA
Tech On Site
1.8d / 1.0d SLA
Reschedule
1.8d / 2.0d SLA
Closed
3.0d / 1.0d SLA
Ready to Bill
1.7d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/23/2026jsells

Ship To Name: Licking County Humane Society Ship To Address: 825 THORNWOOD DR Ship To City/State: HEATH, OH 43056-9320 Waybill (Tracking #): 1ZE444250145177219 Carrier: UPS-Air-Next Day Air The following items have shipped from Midmark Corporation on: 20-MAR-2026 LINE NO: 1.1 QTY: 4 ITEM: E1-22030 SERIAL #: DESCRIPTION: STANDOFF, M4, M/F, 25MM


3/20/2026 CRamen Jordan did the install today but found USB port is damaged. Midmark creating a Repair SR. This WO to be left open to complete operational testing after repair.


3/13/2026 CRamen Jordan got to site and found that some electrical has to be relocated for this unit to be installed and has to come back and re-scheduled for next week Friday 3/20/2026 with tech arrival between 8-10am.


3/2/2026 CRamen scheduled for Friday 3/6/2026 between 8-10am. Logged email.


3/2/2026 CRamen left a vm for a returned call to schedule for Friday 3/6/2026 between 8-10am. Logged email. Placeholder set

🔧 Work Performed
3/23/26JMoceri - returned and verified parts for repair arrived on site. Made repairs to unit and finished install. Tested and all functions working. Went over software and how to use unit with the Dr on site. 3/20JMoceri - Arrived on site and checked in with contact. Was advised electrical had been relocated. Confirmed and prepped for install. Mounted back plate and front plate on wall. Installed operator panel and found usb board not secured by the two plastic standoofs. They had broken and will need replaced. spoke to Christian at midmark and parts being sent to the contact. Pictures attached of damage and progress. 3/13JMoceri - arrived on site and found electrical not installed properly and unable to mount x-ray. measured and advised the best spot for it to go based on room layout. Account to fix and will return.
🔍 Technician Findings
install of wall mounted x-ray.
⚠️ Problem Description
This installation is for Jordon Moceri. Please reply to this email within 2 business days with the following information: Contact Date Contact Name Contact Email Address Scheduled Install Date (based on the expected ship date) Completed Install Date (final email indicating the install has been completed) wall mounted unit with a #2 sensor Scheduled Ship Date: FEBRUARY 27, 2026 Please include the 2026 Animal Dental Imaging Promotional Flyer along with the Pre-Installation Survey to the customer. The 2026 Animal Dental Imaging Promotional Flyer explains how they can redeem for the 4-hour clinical training offered with the purchase of a complete x-ray system. The web address for the end user to access the pre-recorded software webinar is on the first page of the pre-installation survey Mandatory documents: FDA 2579 Form Signed OM Form (if Midmark dsp) EPE Form

Timeline

📞
Case Linked Jan 5, 12:27 PM
Case Number: 00556045
Subject: Vet Order - Licking County Humane Society - Heath, OH - SO #8691301
Status: Closed
📋
2 Work Order Created Jan 5, 3:57 PM
Work Order Created → Status: L2 Screening
🔍
Status: L2 Screening by Jessica Sells
From: Entered
To: L2 Screening
Duration in Previous: 4m
🚨 39.0 business days
📅
Status: Ready for Scheduling by Dave Creditt Mar 2, 8:12 AM
From: L2 Screening
To: Ready for Scheduling
Duration in Previous: 55d 16h
👷
2 Technician Assigned Mar 2, 11:47 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling
To: Assigned
Duration in Previous: 3h 34m
👷
Technician Assigned by Charles Ramen Mar 2, 11:52 AM
Technician: Jordan Moceri
🗓️
2 Status: Scheduled Mar 2, 2:37 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2026-03-13T13:00:00.000+0000
🚨 10.0 business days
🔧
Status: Tech On Site by Jordan Moceri Mar 13, 10:15 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 10d 18h
📅
2 Dispatch Scheduled Mar 13, 10:51 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Charles Ramen
From: Tech On Site
To: Scheduled
Duration in Previous: 35m
⏱️
5x Labor Added Mar 13, 11:53 PM
Type: Labor, Travel
Status: Open
Qty: 2.25, 1, 1.25, 57
⚠️ 5.0 business days
🔧
Status: Tech On Site by Jordan Moceri Mar 20, 9:04 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 6d 22h
🔄
Status: Reschedule by Charles Ramen Mar 20, 1:54 PM
From: Tech On Site
To: Reschedule
Duration in Previous: 4h 49m
⏱️
5x Labor Added Mar 20, 8:49 PM
Type: Labor, Travel
Status: Open
Qty: 1.5666666666667, 2.9333333333333
1.4 business days
💵
Expenses Added Mar 23, 7:43 AM
Type: Expenses
Status: Open
Qty: 1
📅
2 Dispatch Scheduled Mar 23, 12:23 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Charles Ramen
From: Reschedule
To: Scheduled
Duration in Previous: 2d 22h
🔧
Status: Tech On Site by Jordan Moceri Mar 23, 2:29 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 2h 5m
⏱️
2 5x Labor Added Mar 23, 11:34 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Jordan Moceri
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 9h 7m, 0m
3.0 business days
📄
Status: Ready to Bill by Nancy Suarez Mar 26, 2:45 PM
From: Closed
To: Ready to Bill
Duration in Previous: 2d 15h
📨
2 Status: Invoice Pending Mar 27, 2:38 PM
Status: Invoice Pending → Status: Invoiced
💰
Status: Invoiced by Nancy Suarez
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🚨 21.0 business days
🧾
Invoice Created Apr 24, 11:19 AM
Invoice Number: SM-257722

Bottlenecks

L2 Screening
Duration: 38.4 business days (threshold: 1.0 business days)
Exceeded by 37.4 business days
Scheduled
Duration: 9.5 business days (threshold: 2.0 business days)
Exceeded by 7.5 business days
Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Tech On Site
Duration: 1.1 business days (threshold: 1.0 business days)
Exceeded by 1.1 business hours
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Ready to Bill
Duration: 1.7 business days (threshold: 1.0 business days)
Exceeded by 5.2 business hours

🔗 Related Artifacts

📞
Case 00556045
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
N/A
Technician
Jordan Moceri
Scheduled
Mar 23, 1:00 PM
Created
Jan 5, 3:57 PM
Invoice #
SM-257722

Work Details (16)

Name Type Status Qty Amount Date
WL-03144541 Labor Open 2.25 $0.00 Mar 13, 11:53 PM
WL-03144542 Labor Open 1 $110.00 Mar 13, 11:53 PM
WL-03144543 Labor Open 1.25 $0.00 Mar 13, 11:53 PM
WL-03144544 Travel Open 57 $110.00 Mar 13, 11:53 PM
WL-03144545 Travel Open 57 $0.00 Mar 13, 11:53 PM
WL-03154086 Labor Open 1.5666666666667 $0.00 Mar 20, 8:49 PM
WL-03154087 Labor Open 2.9333333333333 $330.00 Mar 20, 8:49 PM
WL-03154088 Labor Open 1.5 $0.00 Mar 20, 8:49 PM
WL-03154089 Travel Open 67 $110.00 Mar 20, 8:49 PM
WL-03154090 Travel Open 67 $0.00 Mar 20, 8:49 PM
WL-03154887 Expenses Open 1 $0.00 Mar 23, 7:43 AM
WL-03156428 Labor Open 1.85 $0.00 Mar 23, 11:34 PM
WL-03156429 Labor Open 0.65 $82.50 Mar 23, 11:34 PM
WL-03156430 Labor Open 1.5 $0.00 Mar 23, 11:34 PM
WL-03156431 Travel Open 46 $110.00 Mar 23, 11:34 PM
WL-03156432 Travel Open 63 $0.00 Mar 23, 11:34 PM

Details