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WO-01351134 ↗ ServiceMax

Mann Eye Institute -Sugarland • Preventive Maintenance • PSM

📍 Mann Eye Institute - Sugarland — 6424 East Riverpark Dr, Sugarland TX, 77479

Feb 11, 2026 → Mar 13, 2026

✅ Completed
PSM
SLA Clock
Last business day of February 2026 · Target: Feb 27, 2026
✗ SLA Missed
Active: 9 biz days
Paused: 12 biz days
🕐 Clock stopped: Tech Off Site (Mar 13, 2026)
▶ Clock Running
Status: Created
Feb 11 → Feb 11, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 11 → Feb 12, 2026
1 business day (counted)
Running total: 1 of ? biz days used
2d
▶ Clock Running
Status: Assigned
Feb 12 → Feb 17, 2026
2 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Entered
Feb 17 → Feb 17, 2026
0 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: L2 Screening
Feb 17 → Feb 17, 2026
0 business days (counted)
Running total: 3 of ? biz days used
⏸12d
⏸ Clock Paused
Status: Awaiting Parts
Feb 17 → Mar 5, 2026
12 business days (not counted)
▶ Clock Running
Status: Reschedule
Mar 5 → Mar 6, 2026
1 business day (counted)
Running total: 4 of ? biz days used
▶ Clock Running
Status: Assigned
Mar 6 → Mar 6, 2026
0 business days (counted)
Running total: 4 of ? biz days used
▶ Clock Running
Status: Scheduled
Mar 6 → Mar 6, 2026
0 business days (counted)
Running total: 4 of ? biz days used
1d
▶ Clock Running
Status: Reschedule
Mar 6 → Mar 9, 2026
1 business day (counted)
Running total: 5 of ? biz days used
4d
▶ Clock Running
Status: Scheduled
Mar 9 → Mar 13, 2026
4 business days (counted)
Running total: 9 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 13 → Mar 13, 2026
0 business days (counted)
Running total: 9 of ? biz days used
Created: Feb 11, 2026 Tech Off Site: Mar 13, 2026
Show SLA Clock Detail (12 periods)
Period Status Clock Biz Days Running Total
Feb 11 → Feb 11 Created ▶ Running 0 0
Feb 11 → Feb 12 Ready for Scheduling ▶ Running 1 1
Feb 12 → Feb 17 Assigned ▶ Running 2 3
Feb 17 → Feb 17 Entered ▶ Running 0 3
Feb 17 → Feb 17 L2 Screening ▶ Running 0 3
Feb 17 → Mar 5 Awaiting Parts ⏸ Paused 12
Mar 5 → Mar 6 Reschedule ▶ Running 1 4
Mar 6 → Mar 6 Assigned ▶ Running 0 4
Mar 6 → Mar 6 Scheduled ▶ Running 0 4
Mar 6 → Mar 9 Reschedule ▶ Running 1 5
Mar 9 → Mar 13 Scheduled ▶ Running 4 9
Mar 13 → Mar 13 Tech On Site ▶ Running 0 9
Dispatch 0.3d
Material Management 12.7d
Coordinators 12.7d
Field Work 1.0d
Billing 0.0d
✗ SLA Missed
Dispatch
0.3 days
Material Management
12.7 days
Over SLA
Coordinators
12.7 days
Over SLA
Field Work
1.0 days
Billing
0.0 days
Created: Feb 11, 2026 Due: Mar 16, 2026 Completed: Mar 13, 2026 (3 days early)
📅
21.7 days Total Age
⏱️
12.7d in Awaiting Parts Longest Stage
🔄
15 transitions Status Changes
⚠️
17.9d over Total Delay
📦
2 orders, 0 quotes Parts & Quotes
📝
10 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00566238
Re-Quote needed, quote expired
Closed
Q-00032409 PM service needed Autoclave SN: 500724F00130 The following parts are needed to complete the PM. Cassette Seal – 01-100028S Air Compressor Filter – SCF002 Biological Filter – SCF032
Priority
High
Origin
Phone
Reason
New Case
Contact
Sandra Lujan
Owner
Kimberly Hardison
Created
Feb 6, 2026
Work Orders from this Case (1)
WO-01351134 (current) Invoiced
Preventive Maintenance • Arturo Diaz
Created: Feb 11, 2026 • Closed: Mar 13, 2026
Completed with significant delays
Invoiced • 183 days old
🚨
Primary Delay 12.7 days stuck in "Awaiting Parts"
⏱️
Total Delay 17.9 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.1d / 0.5d SLA
Ready for Scheduling
1.7d / 1.0d SLA
Assigned
3.2d / 0.5d SLA
L2 Screening
0.3d / 1.0d SLA
Awaiting Parts
12.7d / 3.0d SLA
Reschedule
2.6d / 2.0d SLA
Scheduled
5.2d / 2.0d SLA
Tech On Site
1.0d / 1.0d SLA
Tech Off Site
0.0d / 2.0d SLA
Closed
3.3d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/9 KKelch Sandra called me back to reschedule for 3/13 between 9 and 11 am. Customer confirmed. 

3/9 KKelch called Sandra to reschedule for 3/13 between 9 and 11 am. Left VM. 

3/6 KKelch called Sandra to reschedule for 3/13 between 9 and 11 am due to parts. Left VM. 

3/6/26 RBerry- Updated due date based on parts. Sent teams message to ASC advising parts will not be onsite until 3/11. WO should be resscheduled.

3/6 KKelch Sandra called me to schedule for 3/9 between 1:30 and 2:30 Pm. Customer confrimed. 

🔧 Work Performed
Performed preventative maintenance Confirmed functionalities
🔍 Technician Findings
Normal equipment conditions
⚠️ Problem Description
Q-00032409 PM service needed Autoclave SN: 500724F00130 The following parts are needed to complete the PM. Cassette Seal – 01-100028S Air Compressor Filter – SCF002 Biological Filter – SCF032
📄 Description
Statim 2000 G4

Timeline

📞
Case Linked Feb 6, 3:15 PM
Case Number: 00566238
Subject: Re-Quote needed, quote expired
Status: Closed
4.0 business days
📋
2 Work Order Created Feb 11, 1:34 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
2.0 business days
👷
2 Technician Assigned Feb 12, 2:18 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1d 0h
3.0 business days
🆕
Status: Entered by Kaitlyn Kelch Feb 17, 10:27 AM
From: Assigned
To: Entered
Duration in Previous: 4d 20h
🔍
Status: L2 Screening by Kimberly Hardison Feb 17, 11:01 AM
From: Entered
To: L2 Screening
Duration in Previous: 34m
📦
2 Parts Requested Feb 17, 1:14 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Keith Weiss
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 2h 12m
🚨 11.0 business days
📦
Parts Requested Mar 3, 1:41 PM
Order: 00091425
Status: Closed
🔩
2x Parts Added Mar 3, 2:47 PM
Type: Parts, Expenses
Status: Open
Qty: 1
3.0 business days
🔩
2 3x Parts Added Mar 5, 4:25 PM
3x Parts Added → Status: Reschedule
🔄
Status: Reschedule by Melissa Barrett
From: Awaiting Parts
To: Reschedule
Duration in Previous: 16d 3h
👷
2 Technician Assigned Mar 6, 9:42 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Reschedule
To: Assigned
Duration in Previous: 17h 16m
🗓️
2 Status: Scheduled Mar 6, 2:52 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-03-09T18:30:00.000+0000
🔄
Status: Reschedule by Kaitlyn Kelch Mar 6, 4:33 PM
From: Scheduled
To: Reschedule
Duration in Previous: 1h 41m
1.9 business days
🗓️
2 Status: Scheduled Mar 9, 11:45 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-03-13T14:00:00.000+0000
⚠️ 5.0 business days
🔧
2 Status: Tech On Site Mar 13, 9:31 AM
Status: Tech On Site → 3x Labor Added
⏱️
3x Labor Added
Type: Labor, Travel
Status: Open
Qty: 1, 30
⏱️
2x Labor Added Mar 13, 10:41 AM
Type: Labor
Status: Open
Qty: 1, 0.25
🚗
2 Status: Tech Off Site Mar 13, 5:23 PM
Status: Tech Off Site → Status: Completed
✔️
Status: Completed by Arturo Diaz
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 2m, 0m
3.8 business days
📄
3 Status: Ready to Bill Mar 18, 5:30 PM
Status: Ready to Bill → Status: Invoiced → Invoice Created
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
🧾
Invoice Created
Invoice Number: SM-256871

Bottlenecks

Ready for Scheduling
Duration: 1.7 business days (threshold: 1.0 business days)
Exceeded by 5.4 business hours
Assigned
Duration: 2.6 business days (threshold: 4.0 business hours)
Exceeded by 2.1 business days
Awaiting Parts
Duration: 12.7 business days (threshold: 3.0 business days)
Exceeded by 9.7 business days
Assigned
Duration: 5.2 business hours (threshold: 4.0 business hours)
Exceeded by 1.2 business hours
Scheduled
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Closed
Duration: 3.3 business days (threshold: 1.0 business days)
Exceeded by 2.3 business days

🔗 Related Artifacts

📞
Case 00566238
Closed
📦
Parts Order 00090526
Closed
📦
Parts Order 00091425
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
ERLA - PROD
Technician
Arturo Diaz
Scheduled
Mar 13, 10:00 AM
Created
Feb 11, 1:34 PM
Invoice #
SM-256871

Work Details (10)

Name Type Status Qty Amount Date
WL-03128053 Parts Open 1 $142.51 Mar 3, 2:47 PM
WL-03128054 Expenses Open 1 $20.78 Mar 3, 2:47 PM
WL-03132069 Parts Open 1 $7.20 Mar 5, 4:25 PM
WL-03132070 Parts Open 1 $30.70 Mar 5, 4:25 PM
WL-03132071 Expenses Open 1 $0.00 Mar 5, 4:25 PM
WL-03142940 Labor Open 1 $130.00 Mar 13, 9:32 AM
WL-03142941 Travel Open 30 $43.80 Mar 13, 9:32 AM
WL-03142942 Travel Open 30 $0.00 Mar 13, 9:32 AM
WL-03143055 Labor Open 1 $149.00 Mar 13, 10:41 AM
WL-03143056 Labor Open 0.25 $32.50 Mar 13, 10:41 AM

Details