Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01340243 ↗ ServiceMax

United Vein and Vascular Centers • Virtual Tech - Field Repair • P3

📍 Sugarland — 4655 Sweetwater Boulevard Building B- Ste 675, Sugarland TX, 77479

Jan 28, 2026 → Apr 9, 2026

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Feb 2, 2026
✗ SLA Missed (47 biz days late)
Active: 50 biz days
Budget: 3 biz days
🕐 Clock stopped: Tech Off Site (Apr 9, 2026)
SLA Target
▶ Clock Running
Status: Created
Jan 28 → Jan 28, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 28 → Jan 28, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Assigned
Jan 28 → Jan 28, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Scheduled
Jan 28 → Jan 29, 2026
1 business day (counted)
Running total: 1 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Jan 29 → Jan 29, 2026
0 business days (counted)
Running total: 1 of 3 biz days used
▶ Clock Running
Status: Tech Off Site
Jan 29 → Jan 30, 2026
1 business day (counted)
Running total: 2 of 3 biz days used
▶ Clock Running
Status: Completed
Jan 30 → Jan 30, 2026
0 business days (counted)
Running total: 2 of 3 biz days used
▶ Clock Running
Status: Reschedule
Jan 30 → Feb 2, 2026
1 business day (counted)
Running total: 3 of 3 biz days used
5d
▶ Clock Running
Status: Scheduled
Feb 2 → Feb 9, 2026
5 business days (counted)
Running total: 8 of 3 biz days used
▶ Clock Running
Status: Tech Off Site
Feb 9 → Feb 9, 2026
0 business days (counted)
Running total: 8 of 3 biz days used
▶ Clock Running
Status: Completed
Feb 9 → Feb 9, 2026
0 business days (counted)
Running total: 8 of 3 biz days used
39d
▶ Clock Running
Status: Reschedule
Feb 9 → Apr 6, 2026
39 business days (counted)
Running total: 47 of 3 biz days used
▶ Clock Running
Status: Scheduled
Apr 6 → Apr 9, 2026
3 business days (counted)
Running total: 50 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Apr 9 → Apr 9, 2026
0 business days (counted)
Running total: 50 of 3 biz days used
Created: Jan 28, 2026 Tech Off Site: Apr 9, 2026
Business Days Used 50 / 3
0 3d budget +47d over
Show SLA Clock Detail (14 periods)
Period Status Clock Biz Days Running Total
Jan 28 → Jan 28 Created ▶ Running 0 0 / 3
Jan 28 → Jan 28 Ready for Scheduling ▶ Running 0 0 / 3
Jan 28 → Jan 28 Assigned ▶ Running 0 0 / 3
Jan 28 → Jan 29 Scheduled ▶ Running 1 1 / 3
Jan 29 → Jan 29 Tech On Site ▶ Running 0 1 / 3
Jan 29 → Jan 30 Tech Off Site ▶ Running 1 2 / 3
Jan 30 → Jan 30 Completed ▶ Running 0 2 / 3
Jan 30 → Feb 2 Reschedule ▶ Running 1 3 / 3
Feb 2 → Feb 9 Scheduled ▶ Running 5 8 / 3
Feb 9 → Feb 9 Tech Off Site ▶ Running 0 8 / 3
Feb 9 → Feb 9 Completed ▶ Running 0 8 / 3
Feb 9 → Apr 6 Reschedule ▶ Running 39 47 / 3
Apr 6 → Apr 9 Scheduled ▶ Running 3 50 / 3
Apr 9 → Apr 9 Tech On Site ▶ Running 0 50 / 3
Dispatch 0.0d
Coordinators 52.7d
Field Work 2.7d
Billing 0.3d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
52.7 days
Over SLA
Field Work
2.7 days
Billing
0.3 days
Created: Jan 28, 2026 Due: Feb 4, 2026 Completed: Apr 9, 2026 (63 days late)
📅
51.0 days Total Age
⏱️
39.1d in Reschedule Longest Stage
🔄
18 transitions Status Changes
⚠️
45.0d 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 (2 reschedules)
3 on-site visits — why were multiple trips needed?
👤 Self-scheduled by Arturo Diaz — scheduling delays attributed to technician, not coordinators
Visit 1 Jan 29, 2026
Visit 2 Feb 9, 2026
Visit 3 Apr 9, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00562551
L2 review - HCP
Closed
Original Request: Procedure bed rocking. Surface moves even when all four wheels are locked Serial: 0812611 Item: 084 VasScan Table X
Priority
Standard
Origin
Email
Reason
New Case
Contact
Lindsey Wood
Owner
Virtual Tech
Created
Jan 27, 2026
Work Orders from this Case (1)
WO-01340243 (current) Invoiced
Virtual Tech - Field Repair • Arturo Diaz
Created: Jan 28, 2026 • Closed: Apr 9, 2026
Completed with significant delays
Invoiced • 200 days old
🚨
Primary Delay 39.1 days stuck in "Reschedule"
⏱️
Total Delay 45.0 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
0.2d / 1.0d SLA
Assigned
0.3d / 0.5d SLA
Scheduled
11.6d / 2.0d SLA
Tech On Site
1.5d / 1.0d SLA
Tech Off Site
1.2d / 2.0d SLA
Reschedule
40.5d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
3.2d / 1.0d SLA
Billing Review
0.3d / 2.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

4/14/26 ADiaz - manufacturer shipped parts directly to site.

4/14/26 DPatton - Chatter to tech regarding parts

4/6 KKelch scheduled per logged email from Lindsey

4/6 KKelch sent Lindsey and Armani an email for scheduling

2/18/26 RBerry- Chattered:

@Arturo Diaz​ @Craig Dempsey​ Please advise on what is needed to move forward with this WO. @Kaitlyn Kelch​ 




2/10 KKelch- per FSE, he is currently awaiting next steps

2/2 KKelch scheduled per logged email from Armani

2/2 KKelch sent Armani an email for scheduling

1/28 KKelch scheduled per logged email from Amani

1/28 KKelch sent Lindsey an email for scheduling

🔧 Work Performed
1/29- investigated reported issue: exam table not level - confirmed reported issue - Observed 1 wheel caster not making contact with the ground by about 1/8in. All other three wheels making contact. - The excessive wobble due to wheel caster not making contact with ground - Attempted to find way to level casters, but there is only 1 set screw locking wheels in place. No way to adjust for leveling - Contacted manufacturer support (Eden) sent pictures for engineer review - Waited on response - Manufacture support requested follow up visit to take measurements - Follow up pending scheduling 2/9: Returned to site to take measurements of wheel casters for manufacturer support. Took multiple photos and video and sent to manufacturer support for next step actions. Resolution waiting on support determination. 4/9: installed new wheel caster. Confirmed proper functionality. Demonstrated to staff. Equipment restored
🔍 Technician Findings
Normal equipment conditions
⚠️ Problem Description
Original Request: Procedure bed rocking. Surface moves even when all four wheels are locked Serial: 0812611 Item: 084 VasScan Table X

Timeline

📞
Case Linked Jan 27, 1:58 PM
Case Number: 00562551
Subject: L2 review - HCP
Status: Closed
📋
2 Work Order Created Jan 28, 7:25 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Wendy Argueta
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Jan 28, 9:01 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1h 35m
🗓️
2 Status: Scheduled Jan 28, 11:41 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-01-29T15:00:00.000+0000
🔧
2 Status: Tech On Site Jan 29, 10:03 AM
Status: Tech On Site → 3x Labor Added
⏱️
3x Labor Added
Type: Labor, Travel
Status: Open
Qty: 1.5, 40
⏱️
Labor Added Jan 29, 12:50 PM
Type: Labor
Status: Open
Qty: 3
⏱️
Labor Added Jan 29, 1:33 PM
Type: Labor
Status: Open
Qty: 1
🚗
Status: Tech Off Site by Arturo Diaz Jan 29, 5:14 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 7h 11m
✔️
Status: Completed by Arturo Diaz Jan 30, 3:38 PM
From: Tech Off Site, Completed
To: Completed, Reschedule
Duration in Previous: 22h 24m, 0m
2.0 business days
🗓️
2 Status: Scheduled Feb 2, 11:57 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-02-09T19:00:00.000+0000
⚠️ 6.0 business days
⏱️
4x Labor Added Feb 9, 2:41 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 1.5, 40
⏱️
2x Labor Added Feb 9, 5:50 PM
Type: Labor
Status: Open
Qty: 2, 1
🚗
2 Status: Tech Off Site Feb 9, 6:08 PM
Status: Tech Off Site → Status: Completed
✔️
Status: Completed by Arturo Diaz
From: Tech Off Site, Completed
To: Completed, Reschedule
Duration in Previous: 2m, 0m
🚨 39.7 business days
🗓️
2 Status: Scheduled Apr 6, 1:31 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-04-09T17:00:00.000+0000
4.0 business days
🔧
2 Status: Tech On Site Apr 9, 1:57 PM
Status: Tech On Site → 4x Labor Added
⏱️
4x Labor Added
Type: Labor, Travel
Status: Open
Qty: 0.5, 1.5, 20, 40
⏱️
Labor Added Apr 9, 4:06 PM
Type: Labor
Status: Open
Qty: 0.5
🚗
2 Status: Tech Off Site Apr 9, 6:33 PM
Status: Tech Off Site → Status: Completed
✔️
Status: Completed by Arturo Diaz
From: Tech Off Site
To: Completed
Duration in Previous: 3m
🏁
Status: Closed by Arturo Diaz Apr 9, 6:39 PM
From: Completed
To: Closed
Duration in Previous: 2m
3.7 business days
💵
Status: Billing Review by Diane Patton Apr 14, 11:14 AM
From: Closed
To: Billing Review
Duration in Previous: 4d 16h
🏁
Status: Closed by Arturo Diaz Apr 14, 1:23 PM
From: Billing Review
To: Closed
Duration in Previous: 2h 9m
📄
3 Status: Ready to Bill Apr 14, 1:31 PM
Status: Ready to Bill → Invoice Created → Status: Invoiced
🧾
Invoice Created
Invoice Number: SM-259199
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m

Bottlenecks

Scheduled
Duration: 5.9 business days (threshold: 2.0 business days)
Exceeded by 3.9 business days
Reschedule
Duration: 39.1 business days (threshold: 2.0 business days)
Exceeded by 37.1 business days
Scheduled
Duration: 3.8 business days (threshold: 2.0 business days)
Exceeded by 1.8 business days
Closed
Duration: 3.2 business days (threshold: 1.0 business days)
Exceeded by 2.2 business days

🔗 Related Artifacts

📞
Case 00562551
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Virtual Tech - Field Repair
Branch
N/A
Technician
Arturo Diaz
Scheduled
Apr 9, 1:00 PM
Created
Jan 28, 7:25 AM
Invoice #
SM-259199

Work Details (16)

Name Type Status Qty Amount Date
WL-03083041 Labor Open 1.5 $223.50 Jan 29, 10:05 AM
WL-03083042 Travel Open 40 - Jan 29, 10:05 AM
WL-03083043 Travel Open 40 - Jan 29, 10:05 AM
WL-03083331 Labor Open 3 $447.00 Jan 29, 12:50 PM
WL-03083408 Labor Open 1 $0.00 Jan 29, 1:33 PM
WL-03097849 Labor Open 1.5 $223.50 Feb 9, 2:41 PM
WL-03097850 Travel Open 40 - Feb 9, 2:41 PM
WL-03097851 Travel Open 40 - Feb 9, 2:41 PM
WL-03097852 Expenses Open 1 $0.00 Feb 9, 2:41 PM
WL-03098198 Labor Open 2 $298.00 Feb 9, 5:50 PM
WL-03098199 Labor Open 1 $0.00 Feb 9, 5:50 PM
WL-03179779 Labor Open 0.5 $74.50 Apr 9, 2:00 PM
WL-03179780 Labor Open 1.5 $223.50 Apr 9, 2:00 PM
WL-03179782 Travel Open 20 - Apr 9, 2:00 PM
WL-03179783 Travel Open 40 - Apr 9, 2:00 PM
WL-03180077 Labor Open 0.5 $0.00 Apr 9, 4:06 PM

Details