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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01338556 ↗ ServiceMax

Veterinary Medical Center & Binghamton Animal CLINIC • Evaluation • P3

📍 Veterinary Medical Center & Binghamton Animal Clinic — 373 Hooper Road, Endwell NY, 13760

Jan 20, 2026 → Jul 21, 2026

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Jan 23, 2026
✗ SLA Missed (98 biz days late)
Active: 101 biz days
Paused: 25 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Jul 21, 2026)
SLA Target
▶ Clock Running
Status: Created
Jan 20 → Jan 20, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: On Hold
Jan 20 → Jan 20, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
⏸18d
⏸ Clock Paused
Status: Awaiting Parts
Jan 20 → Feb 13, 2026
18 business days (not counted)
38d
▶ Clock Running
Status: Assigned
Feb 13 → Apr 9, 2026
38 business days (counted)
Running total: 38 of 3 biz days used
▶ Clock Running
Status: Ready for Scheduling
Apr 9 → Apr 9, 2026
0 business days (counted)
Running total: 38 of 3 biz days used
▶ Clock Running
Status: Assigned
Apr 9 → Apr 9, 2026
0 business days (counted)
Running total: 38 of 3 biz days used
▶ Clock Running
Status: Ready for Scheduling
Apr 9 → Apr 9, 2026
0 business days (counted)
Running total: 38 of 3 biz days used
▶ Clock Running
Status: Scheduled
Apr 9 → Apr 13, 2026
2 business days (counted)
Running total: 40 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Apr 13 → Apr 13, 2026
0 business days (counted)
Running total: 40 of 3 biz days used
▶ Clock Running
Status: Completed
Apr 13 → Apr 13, 2026
0 business days (counted)
Running total: 40 of 3 biz days used
31d
▶ Clock Running
Status: Incomplete
Apr 13 → May 27, 2026
31 business days (counted)
Running total: 71 of 3 biz days used
▶ Clock Running
Status: L2 Screening
May 27 → May 27, 2026
0 business days (counted)
Running total: 71 of 3 biz days used
⏸ Clock Paused
Status: Awaiting Parts
May 27 → Jun 5, 2026
7 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
Jun 5 → Jun 8, 2026
1 business day (counted)
Running total: 72 of 3 biz days used
▶ Clock Running
Status: Assigned
Jun 8 → Jun 9, 2026
1 business day (counted)
Running total: 73 of 3 biz days used
▶ Clock Running
Status: Scheduled
Jun 9 → Jun 16, 2026
5 business days (counted)
Running total: 78 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Jun 16 → Jun 16, 2026
0 business days (counted)
Running total: 78 of 3 biz days used
23d
▶ Clock Running
Status: Incomplete
Jun 16 → Jul 21, 2026
23 business days (counted)
Running total: 101 of 3 biz days used
Created: Jan 20, 2026 Completed: Jul 21, 2026
Business Days Used 101 / 3
0 3d budget +98d over
Show SLA Clock Detail (18 periods)
Period Status Clock Biz Days Running Total
Jan 20 → Jan 20 Created ▶ Running 0 0 / 3
Jan 20 → Jan 20 On Hold ▶ Running 0 0 / 3
Jan 20 → Feb 13 Awaiting Parts ⏸ Paused 18
Feb 13 → Apr 9 Assigned ▶ Running 38 38 / 3
Apr 9 → Apr 9 Ready for Scheduling ▶ Running 0 38 / 3
Apr 9 → Apr 9 Assigned ▶ Running 0 38 / 3
Apr 9 → Apr 9 Ready for Scheduling ▶ Running 0 38 / 3
Apr 9 → Apr 13 Scheduled ▶ Running 2 40 / 3
Apr 13 → Apr 13 Tech On Site ▶ Running 0 40 / 3
Apr 13 → Apr 13 Completed ▶ Running 0 40 / 3
Apr 13 → May 27 Incomplete ▶ Running 31 71 / 3
May 27 → May 27 L2 Screening ▶ Running 0 71 / 3
May 27 → Jun 5 Awaiting Parts ⏸ Paused 7
Jun 5 → Jun 8 Ready for Scheduling ▶ Running 1 72 / 3
Jun 8 → Jun 9 Assigned ▶ Running 1 73 / 3
Jun 9 → Jun 16 Scheduled ▶ Running 5 78 / 3
Jun 16 → Jun 16 Tech On Site ▶ Running 0 78 / 3
Jun 16 → Jul 21 Incomplete ▶ Running 23 101 / 3
Dispatch 0.0d
Material Management 26.6d
Holding 0.0d (excluded)
Coordinators 51.8d
Field Work 0.4d
Incomplete 55.6d (excluded)
Billing 0.1d
✗ SLA Missed
Dispatch
0.0 days
Material Management
26.6 days
Over SLA
Holding (excluded from total)
0.0 days
Coordinators
51.8 days
Over SLA
Field Work
0.4 days
Incomplete (excluded from total)
55.6 days
Billing
0.1 days
Created: Jan 20, 2026 Due: Jun 12, 2026 Completed: Jul 21, 2026 (38 days late)
📅
127.0 days Total Age
⏱️
39.0d in Assigned Longest Stage
🔄
22 transitions Status Changes
⚠️
69.7d over Total Delay
📦
2 orders, 0 quotes Parts & Quotes
📝
14 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
👤 Self-scheduled by Bernard Thompson — scheduling delays attributed to technician, not coordinators
Visit 1 Apr 13, 2026
Visit 2 Jun 16, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00560415
Parts Order
Closed
Model: Beaverstate dental - 200 Model Type: DENTAL UNIT Custom Field: Notes: Asset ID: 13048919 Site: Veterinary Medical Center & Binghamton Animal CLINIC - Veterinary Medical Center & Binghamton Animal CLINIC Department:Depreciation Start Date:Physical Location: 1207Depreciation Term: yrsSerial #: N/A
Priority
High
Origin
Phone
Reason
New Case
Contact
Alex Cook
Owner
Derek Reynolds
Created
Jan 20, 2026
Work Orders from this Case (1)
WO-01338556 (current) Invoiced
Evaluation • Bernard Thompson
Created: Jan 20, 2026 • Closed: Jul 21, 2026
Completed with significant delays
Invoiced • 208 days old
🚨
Primary Delay 39.0 days stuck in "Assigned"
⏱️
Total Delay 69.7 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
On Hold
0.0d
Awaiting Parts
26.6d / 3.0d SLA
Assigned
41.0d / 0.5d SLA
Ready for Scheduling
1.8d / 1.0d SLA
Scheduled
9.0d / 2.0d SLA
Tech On Site
0.4d / 1.0d SLA
Incomplete
55.6d
L2 Screening
0.0d / 1.0d SLA
Closed
4.8d / 1.0d SLA
WO Correction Needed
0.1d
Ready to Bill
0.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

7/27 DPatton - WO placed in Corrections but Closed no changes were made. Billing as-is.

7/22/26 SReich - Created case 00615720 for follow up.


7/21 KWeiss, I have received the p/n for the solenoids but realized w/o is an evaluation w/o. Sending chatter to tech asking for w/o to be completed and closed for dispatch to create a repair case.

7/20 KWeiss, I have had no response from US Dental Depot. Sent follow up email to Bonart, per their website, sent to repairs@askmagpie.com,

https://bonartmed.com/support/.

7/20 KSmith -- Teams message to Shawn to follow up on this one. Has been sitting in incomplete for over a month and no follow up case was created to move it along the process.

7/7 KWeiss, Sent follow up email to US Dental Depot asking for the correct solenoid p/n, with pictures attached.

6/23 KWeiss, Email sent to US Dental Depot to try to get the correct p/n.

6/9 KSmith -- Scheduled for 6/16 per sites request. Anytime after 1pm.

6/9 KSmith -- Site advised they cannot do Friday as they have surgeries. Provided available dates next week and am awaiting response

6/9 KSmith -- Sent email to schedule for 6/12

6/8/26 Rberry- Updated due date based on parts.


6/8 KSmith -- Sent email to schedule for 6/11

06/02/2026 MBARRETT: RECEIVED TRACKING TO WILMINGTON.

05/27/2026 MBARRETT-Confirmed with Reanna that part will come to wilmington first IT created when part arrives

05/27/2026 KFricke - Cases 599336 and 599346 came in, along with the vendor calling me. I asked MBarrett to contact them for clarity about a potential 7-10 business day delay, but also that any first purchase through this vendor must be sent to the corporate address first (Wilmington).

5/27/2026 MBARRETT: ORDERED TO SITE Order #: 181206

5/27 KWeiss, Quote approved. Moving w/o to L2 Screening for part order.

5/22 KWeiss, Filled out online contact form for US Dental Depot requesting a quote.

5/17 KSmith -- Per Keith, "Hi Kourtney, we need to hold off closing this w/o. We need to find out, from the tech, what he worked on. Beaverstate Dental has not seen the requested part before, and they do not have scalers."

5/14 KSmith -- Parts cannot be obtained. Chatter to Keith to verify if we should close this WO as is.

5/12 KSmith -- Waiting on parts to be added to SMX, so quote can be sent to customer

4/15 KSmith -- Waiting on parts to be added to SMX, so quote can be sent to customer

4/14 KWeiss, Created case and sent to sales for quoting.

4/9/26 Rberry- Updated due date. Parts delivered in Feb but Wo was assigned to VT and was not released to ASC until 4/9/26


4/9 KSmith -- Scheduled for 4/13 with POC. 10am-12pm

4/9 KSmith -- Sent email to schedule for 4/13

4-9 DSR changed from VT Repair to Repair non VT customer.

🔧 Work Performed
6/16 B.Thompson reassembled old scaler and left in found condition. Updated staff of the situation. 13048919 13048923 The scaler on both units is leaking. (Art- P6, Bonart). The solenoids on both units need to be replaced. (Bonart DC35V 708176R), p/n GP8002-012
🔍 Technician Findings
6/16 B.Thompson verified the parts received were correct. However once I was able to remove the old solenoid, I realized the ‘out’ nozzles were different, see attached photos. The original nozzles diameter is about half of the new part’s, Thus preventing the attaching of the original tubing. We will need the correct ‘out’ nozzle and a new piece of tubing. I tried and failed to remove the old nozzle. I was also unable to find manufacturers contact information for clarification or part numbers. I have the new solenoids in my possession awaiting instruction. Upon arrival found unit in service, also staff informed me that the tubing was received and installed by them.
⚠️ Problem Description
Evaluate and troubleshoot scaler (1) and dental delivery unit (2). Customer states they have a leaking scaler and hand held sprayer. (3) Install new Beaverstate asepsis tubing (p/n 114-725). Parts were delivered and onsite. Model: Beaverstate dental - 200 Model Type: DENTAL UNIT Custom Field: Notes: Asset ID: 13048919 Site: Veterinary Medical Center & Binghamton Animal CLINIC - Veterinary Medical Center & Binghamton Animal CLINIC Department:Depreciation Start Date:Physical Location: 1207Depreciation Term: yrsSerial #: N/A

Timeline

📞
3 Case Linked Jan 20, 10:01 AM
Case Linked → Work Order Created → Status: On Hold
📋
Work Order Created
Work Order: WO-01338556
Type: Evaluation
Priority: P3
⏸️
Status: On Hold by Derek Reynolds
From: Entered
To: On Hold
Duration in Previous: 0m
📦
2 Parts Requested Jan 20, 10:11 AM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Derek Reynolds
From: On Hold
To: Awaiting Parts
Duration in Previous: 9m
🚨 19.0 business days
👷
3 Technician Assigned Feb 13, 8:29 AM
Technician Assigned → Status: Assigned → 2x Parts Added
👷
Status: Assigned by Melissa Barrett
From: Awaiting Parts
To: Assigned
Duration in Previous: 23d 22h
🔩
2x Parts Added
Type: Parts, Expenses
Status: Open
Qty: 1
1.0 business days
🔩
2x Parts Added Feb 16, 11:49 AM
Type: Parts, Expenses
Status: Open
Qty: 1
🚨 38.0 business days
📅
Status: Ready for Scheduling by Joseph Whalen Apr 9, 10:07 AM
From: Assigned
To: Ready for Scheduling
Duration in Previous: 55d 0h
👷
3 Technician Assigned Apr 9, 10:26 AM
Technician Assigned → Status: Assigned → Status: Ready for Scheduling
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 18m
📅
Status: Ready for Scheduling by Wendy Argueta
From: Assigned
To: Ready for Scheduling
Duration in Previous: 2m
🗓️
2 Status: Scheduled Apr 9, 10:55 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-04-13T15:00:00.000+0000
3.0 business days
🔧
2 Status: Tech On Site Apr 13, 11:13 AM
Status: Tech On Site → 2x Labor Added
⏱️
2x Labor Added
Type: Labor, Travel
Status: Open
Qty: 0.25, 10
⏱️
2 Labor Added Apr 13, 11:59 AM
Labor Added → Status: Completed
✔️
Status: Completed by Bernard Thompson
From: Tech On Site, Completed
To: Completed, Incomplete
Duration in Previous: 47m, 0m
🚨 32.0 business days
🔍
3 Status: L2 Screening May 27, 3:21 PM
Status: L2 Screening → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00096840
Status: Closed
📦
Status: Awaiting Parts by Keith Weiss
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 1m
⚠️ 8.0 business days
📅
Status: Ready for Scheduling by Melissa Barrett Jun 5, 2:18 PM
From: Awaiting Parts
To: Ready for Scheduling
Duration in Previous: 8d 22h
💵
Expenses Added Jun 5, 2:45 PM
Type: Expenses
Status: Open
Qty: 1
2.0 business days
👷
2 Technician Assigned Jun 8, 8:04 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2d 17h
2.0 business days
🗓️
2 Status: Scheduled Jun 9, 10:22 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-06-16T17:00:00.000+0000
⚠️ 6.0 business days
🔧
Status: Tech On Site by Bernard Thompson Jun 16, 12:52 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 2h
⏱️
2 6x Labor Added Jun 16, 3:29 PM
6x Labor Added → Status: Incomplete
⚠️
Status: Incomplete by Bernard Thompson
From: Tech On Site
To: Incomplete
Duration in Previous: 2h 37m
🚨 24.0 business days
✔️
Status: Completed by Bernard Thompson Jul 21, 4:55 PM
From: Incomplete, Completed
To: Completed, Closed
Duration in Previous: 35d 1h, 0m
4.9 business days
✏️
Status: WO Correction Needed by Diane Patton Jul 27, 10:51 AM
From: Closed
To: WO Correction Needed
Duration in Previous: 5d 17h
🏁
Status: Closed by Bernard Thompson Jul 27, 11:40 AM
From: WO Correction Needed
To: Closed
Duration in Previous: 48m
📄
4 Status: Ready to Bill Jul 27, 2:37 PM
Status: Ready to Bill → Status: Invoice Pending → Status: Invoiced → Invoice Created
📨
Status: Invoice Pending by Diane Patton
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 1m
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🧾
Invoice Created
Invoice Number: SM-268440

Bottlenecks

Awaiting Parts
Duration: 19.0 business days (threshold: 3.0 business days)
Exceeded by 16.0 business days
Assigned
Duration: 39.0 business days (threshold: 4.0 business hours)
Exceeded by 38.5 business days
Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days
Awaiting Parts
Duration: 7.6 business days (threshold: 3.0 business days)
Exceeded by 4.6 business days
Ready for Scheduling
Duration: 1.7 business days (threshold: 1.0 business days)
Exceeded by 5.7 business hours
Assigned
Duration: 2.0 business days (threshold: 4.0 business hours)
Exceeded by 1.5 business days
Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Closed
Duration: 4.4 business days (threshold: 1.0 business days)
Exceeded by 3.4 business days

🔗 Related Artifacts

📞
Case 00560415
Closed
📦
Parts Order 00088650
Closed
📦
Parts Order 00096840
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Evaluation
Branch
N/A
Technician
Bernard Thompson
Scheduled
Jun 16, 1:00 PM
Created
Jan 20, 10:02 AM
Invoice #
SM-268440

Work Details (14)

Name Type Status Qty Amount Date
WL-03104565 Parts Open 1 $36.84 Feb 13, 8:29 AM
WL-03104566 Expenses Open 1 $18.15 Feb 13, 8:29 AM
WL-03107069 Parts Open 1 $36.84 Feb 16, 11:49 AM
WL-03107070 Expenses Open 1 $30.46 Feb 16, 11:49 AM
WL-03183562 Labor Open 0.25 $22.50 Apr 13, 11:15 AM
WL-03183563 Travel Open 10 - Apr 13, 11:15 AM
WL-03183629 Labor Open 1 $149.00 Apr 13, 11:59 AM
WL-03250237 Expenses Open 1 $0.00 Jun 5, 2:45 PM
WL-03262308 Labor Open 1.5 $135.00 Jun 16, 3:29 PM
WL-03262309 Labor Open 2 $298.00 Jun 16, 3:29 PM
WL-03262310 Labor Open 1.5 $0.00 Jun 16, 3:29 PM
WL-03262311 Travel Open 65 - Jun 16, 3:29 PM
WL-03262312 Travel Open 65 - Jun 16, 3:29 PM
WL-03262313 Expenses Open 1 $0.00 Jun 16, 3:29 PM

Details