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← WO Overview

WO-01349227 ↗ ServiceMax

MIDMARK • Delivery • PC

📍 Hometown Health CHC — 1550 Main St, Palmyra ME, 04965

Feb 2, 2026 → Feb 20, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Feb 20, 2026
✓ SLA Met
Active: 8 biz days
Paused: 5 biz days
🕐 Clock stopped: Completed (Feb 20, 2026)
🏭 Customer Supplied Parts (1)
▶ Clock Running
Status: Created
Feb 2 → Feb 2, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 2 → Feb 3, 2026
1 business day (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Scheduled
Feb 3 → Feb 4, 2026
1 business day (counted)
Running total: 2 of ? biz days used
▶ Clock Running
Status: Entered
Feb 4 → Feb 4, 2026
0 business days (counted)
Running total: 2 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 4 → Feb 4, 2026
0 business days (counted)
Running total: 2 of ? biz days used
6d
▶ Clock Running
Status: Scheduled
Feb 4 → Feb 12, 2026
6 business days (counted)
Running total: 8 of ? biz days used
⏸5d
⏸ Clock Paused
Status: Awaiting Parts
Feb 12 → Feb 20, 2026
5 business days (not counted)
▶ Clock Running
Status: Reschedule
Feb 20 → Feb 20, 2026
0 business days (counted)
Running total: 8 of ? biz days used
Created: Feb 2, 2026 Completed: Feb 20, 2026
Show SLA Clock Detail (9 periods)
Period Status Clock Biz Days Running Total
Feb 2 → Feb 2 Created ▶ Running 0 0
Feb 2 → Feb 3 Ready for Scheduling ▶ Running 1 1
Feb 3 → Feb 3 Assigned ▶ Running 0 1
Feb 3 → Feb 4 Scheduled ▶ Running 1 2
Feb 4 → Feb 4 Entered ▶ Running 0 2
Feb 4 → Feb 4 Assigned ▶ Running 0 2
Feb 4 → Feb 12 Scheduled ▶ Running 6 8
Feb 12 → Feb 20 Awaiting Parts ⏸ Paused 5
Feb 20 → Feb 20 Reschedule ▶ Running 0 8
Dispatch 0.0d
Material Management 6.0d
Coordinators 10.3d
Field Work 0.0d
Billing 32.5d
✓ SLA Met
Dispatch
0.0 days
Material Management
6.0 days
Over SLA
Coordinators
10.3 days
Over SLA
Field Work
0.0 days
Billing
32.5 days
Over SLA
Created: Feb 2, 2026 Due: Feb 20, 2026 Completed: Feb 20, 2026 (on time)
📅
13.1 days Total Age
⏱️
27.6d in Billing Review Longest Stage
🔄
13 transitions Status Changes
⚠️
36.1d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
10 lines Work Details
🏠
2 visits On-Site Trips
📋
Coordinator Scheduling
🔄
2 On-Site Visits (1 reschedule)
2 on-site visits — follow-up trip required
Visit 1 Feb 10, 2026
Visit 2 Feb 11, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00564396
Dispatch Request for Midmark Delivery - MDS Project - Hometown Health CHC new build MS210030
Closed
This email is being sent to request a Tech to be on-site at Hometown Health to install the following items. 1. Cabinet drawer handle 2. Under-mount metal drawer slide The parts are on-site and ready for installation. Please call Artie upon arrival at 804-721-0622 Request Type: Midmark casework parts installation Date of Delivery: Feb. 11th, 2026 Delivery Time: 9am Time Technician needs to arrive at location: 9am Estimated Time on Site (hours): 2 Product: (1) handle (1) drawer slide EMSAR Technician Expectations: 1. Review all of the attached documents in detail 2. Call the Midmark contact (created the dispatch) with any questions 3. Call the customer POC 48 hours ahead of time to confirm date/time 4. Call the delivery agent 24 hours ahead of time to confirm date/time and confirm preassembly will be done and essential tools are known 5. Arrive on scheduled time to meet with customer Point of Contact (POC) and confirm rooms are ready for delivery prior to actual delivery 6. Supervise the delivery 7. Fill our Serial Number Tracking file and provide back to the customer 8. Fill out the Proof of Delivery (POD), get the driver and customer signatures 9. Fill out the Medical Delivery Observation Form 10. Email POD and Observation form to MDSLogistics@midmark.com<mailto:MDSLogistics@midmark.com>
Priority
Standard
Origin
Email
Reason
New Case
Contact
Artie Haraway
Owner
Jessica Sells
Created
Feb 2, 2026
Work Orders from this Case (1)
WO-01349227 (current) Invoiced
Delivery • David Cavaco
Created: Feb 2, 2026 • Closed: Feb 20, 2026
Completed with significant delays
Invoiced • 192 days old
🚨
Primary Delay 27.6 days stuck in "Billing Review"
⏱️
Total Delay 36.1 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
1.1d / 1.0d SLA
Scheduled
8.3d / 2.0d SLA
Assigned
0.0d / 0.5d SLA
Awaiting Parts
6.0d / 3.0d SLA
Reschedule
0.8d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.1d / 1.0d SLA
Billing Review
30.9d / 2.0d SLA
Ready to Bill
1.6d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2/24/26 NSuarez chattered AM regarding note below from Shawn want to make sure if we send invoice, it won't get pushed back. since we don't have paperwork filled out.

2/20 KSmith -- Email attached from Midmark, "Midmark is going to handle the completion of this delivery. Please close the WO as is."

2/11 SRogers: Updating to awaiting parts. Parts sent do not fit this unit. Artie advised he is working with his design team on a solution and will advise when we can schedule a return visit.

2/11 SRogers: No delivery paperwork filled out since this was not a delivery. The delivery and installation of the cabinets had already taken place previously - we were just asked to install a drawer tracks.

🔧 Work Performed
Arrived on location, waited over an hour to get access to the location and parts delivered. Inspected tracks and drawer assembly. I found the track tabs would not line up with the pre drilled holes on the top of the drawer. I may be able to extend those holes to screw the track in but am unsure if that will properly secure the track to the drawer. After inspecting the track guides on the inner side of the cabinet i found the bracket that holds the track was too wide, not allowing the drawer to fit into the cabinet space, and a screw missing to secure the right inner bracket. I then searched the location to find the contact and to see if there was another cabinet of that same type, to find what was wrong or missing from this unit, but was unsuccessful as the was the only one of its kind. I was also unable to locate any drawers with no handle attached. New handle sent was left inside the set of drawers i was working on. Pictures attached to WO
🔍 Technician Findings
Arrived on location, waited over an hour to get access to the location and parts delivered. Inspected tracks and drawer assembly. I found the track tabs would not line up with the pre drilled holes on the top of the drawer. I may be able to extend those holes to screw the track in but am unsure if that will properly secure the track to the drawer. After inspecting the track guides on the inner side of the cabinet i found the bracket that holds the track was too wide, not allowing the drawer to fit into the cabinet space, and a screw missing to secure the right inner bracket. I then searched the location to find the contact and to see if there was another cabinet of that same type, to find what was wrong or missing from this unit, but was unsuccessful as the was the only one of its kind. I was also unable to locate any drawers with no handle attached. New handle sent was left inside the set of drawers i was working on. Pictures attached to WO
⚠️ Problem Description
This email is being sent to request a Tech to be on-site at Hometown Health to install the following items. 1. Cabinet drawer handle 2. Under-mount metal drawer slide The parts are on-site and ready for installation. Please call Artie upon arrival at 804-721-0622 Request Type: Midmark casework parts installation Date of Delivery: Feb. 11th, 2026 Delivery Time: 9am Time Technician needs to arrive at location: 9am Estimated Time on Site (hours): 2 Product: (1) handle (1) drawer slide EMSAR Technician Expectations: 1. Review all of the attached documents in detail 2. Call the Midmark contact (created the dispatch) with any questions 3. Call the customer POC 48 hours ahead of time to confirm date/time 4. Call the delivery agent 24 hours ahead of time to confirm date/time and confirm preassembly will be done and essential tools are known 5. Arrive on scheduled time to meet with customer Point of Contact (POC) and confirm rooms are ready for delivery prior to actual delivery 6. Supervise the delivery 7. Fill our Serial Number Tracking file and provide back to the customer 8. Fill out the Proof of Delivery (POD), get the driver and customer signatures 9. Fill out the Medical Delivery Observation Form 10. Email POD and Observation form to MDSLogistics@midmark.com

Timeline

📞
Case Linked Feb 2, 12:15 PM
Case Number: 00564396
Subject: Dispatch Request for Midmark Delivery - MDS Project - Hometown Health CHC new build MS210030
Status: Closed
📋
2 Work Order Created Feb 2, 5:51 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Jessica Sells
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
3 Technician Assigned Feb 3, 10:10 AM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 16h 19m, 0m
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-02-11T14:00:00.000+0000
💵
2x Expenses Added Feb 3, 10:58 AM
Type: Expenses
Status: Open
Qty: 1
🆕
4 Status: Entered Feb 4, 9:43 AM
Status: Entered → Technician Assigned → Dispatch Scheduled → Status: Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: a0h5A00000HKNg2QAH, David Cavaco
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-02-11T14:00:00.000+0000
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 1m
💵
Expenses Added Feb 4, 10:08 AM
Type: Expenses
Status: Open
Qty: 1
⚠️ 6.0 business days
⏱️
4x Labor Added Feb 11, 4:25 PM
Type: Labor
Status: Open
Qty: 4, 0.5, 2.5
🚗
3x Travel Added Feb 11, 4:31 PM
Type: Travel
Status: Open
Qty: 295, 25
📦
2 Parts Requested Feb 11, 9:42 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Shawn Rogers
From: Scheduled
To: Awaiting Parts
Duration in Previous: 7d 11h
⚠️ 6.3 business days
🔄
Status: Reschedule by Kourtney Smith Feb 20, 11:28 AM
From: Awaiting Parts
To: Reschedule
Duration in Previous: 8d 13h
✔️
Status: Completed by DAVID CAVACO Feb 20, 5:58 PM
From: Reschedule
To: Completed
Duration in Previous: 6h 30m
🏁
Status: Closed by DAVID CAVACO Feb 20, 6:06 PM
From: Completed
To: Closed
Duration in Previous: 7m
2.7 business days
💵
Status: Billing Review by Nancy Suarez Feb 24, 4:36 PM
From: Closed
To: Billing Review
Duration in Previous: 3d 22h
3.9 business days
📄
Status: Ready to Bill by Jennifer Johnson Feb 27, 2:21 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 2d 21h
2.0 business days
💵
Status: Billing Review by Nancy Suarez Mar 2, 2:20 PM
From: Ready to Bill
To: Billing Review
Duration in Previous: 2d 23h
🚨 28.0 business days
📄
2 Status: Ready to Bill Apr 8, 2:17 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Nancy Suarez
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🚨 63.0 business days
🧾
Invoice Created Jul 8, 5:01 PM
Invoice Number: SM-258728

Bottlenecks

Ready for Scheduling
Duration: 1.1 business days (threshold: 1.0 business days)
Exceeded by 1.1 business hours
Scheduled
Duration: 6.3 business days (threshold: 2.0 business days)
Exceeded by 4.3 business days
Awaiting Parts
Duration: 6.0 business days (threshold: 3.0 business days)
Exceeded by 3.0 business days
Closed
Duration: 2.1 business days (threshold: 1.0 business days)
Exceeded by 1.1 business days
Billing Review
Duration: 3.3 business days (threshold: 2.0 business days)
Exceeded by 1.3 business days
Ready to Bill
Duration: 1.6 business days (threshold: 1.0 business days)
Exceeded by 4.6 business hours
Billing Review
Duration: 27.6 business days (threshold: 2.0 business days)
Exceeded by 25.6 business days

🔗 Related Artifacts

📞
Case 00564396
Closed
📦
Parts Order 00090224
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Delivery
Branch
N/A
Technician
David Cavaco
Scheduled
N/A
Created
Feb 2, 5:51 PM
Invoice #
SM-258728

Work Details (10)

Name Type Status Qty Amount Date
WL-03089262 Expenses Open 1 $0.00 Feb 3, 10:58 AM
WL-03089263 Expenses Open 1 $124.26 Feb 3, 10:58 AM
WL-03090946 Expenses Open 1 $0.00 Feb 4, 10:08 AM
WL-03101583 Labor Open 4 $440.00 Feb 11, 4:25 PM
WL-03101584 Labor Open 0.5 $55.00 Feb 11, 4:25 PM
WL-03101585 Labor Open 2.5 $275.00 Feb 11, 4:25 PM
WL-03101586 Labor Open 5 $550.00 Feb 11, 4:25 PM
WL-03101616 Travel Open 295 $0.00 Feb 11, 4:31 PM
WL-03101617 Travel Open 25 $0.00 Feb 11, 4:31 PM
WL-03101618 Travel Open 295 $0.00 Feb 11, 4:31 PM

Details