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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01298066 ↗ ServiceMax

AGILENT TECHNOLOGIES (ASP) • Preventive Maintenance • PC

📍 Codexis Inc — 200 Penobscot Dr, Redwood City CA, 94063

Aug 18, 2025 → Oct 13, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Oct 31, 2025
✓ SLA Met (14 biz days early)
Active: 38 biz days
🕐 Clock stopped: Completed (Oct 13, 2025)
▶ Clock Running
Status: Created
Aug 18 → Aug 18, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Aug 18 → Aug 18, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Aug 18 → Aug 19, 2025
1 business day (counted)
Running total: 1 of ? biz days used
37d
▶ Clock Running
Status: Scheduled
Aug 19 → Oct 13, 2025
37 business days (counted)
Running total: 38 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 13 → Oct 13, 2025
0 business days (counted)
Running total: 38 of ? biz days used
Created: Aug 18, 2025 Completed: Oct 13, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Aug 18 → Aug 18 Created ▶ Running 0 0
Aug 18 → Aug 18 Ready for Scheduling ▶ Running 0 0
Aug 18 → Aug 19 Assigned ▶ Running 1 1
Aug 19 → Oct 13 Scheduled ▶ Running 37 38
Oct 13 → Oct 13 Tech On Site ▶ Running 0 38
Dispatch 0.0d
Coordinators 39.2d
Billing 6.6d
✓ SLA Met
Dispatch
0.0 days
Coordinators
39.2 days
Over SLA
Billing
6.6 days
Over SLA
Created: Aug 18, 2025 Due: Oct 31, 2025 Completed: Oct 13, 2025 (18 days early)
📅
39.0 days Total Age
⏱️
37.2d in Scheduled Longest Stage
🔄
7 transitions Status Changes
⚠️
42.3d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
7 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00519677
6007977150
Closed
28U SYS-LC-1220 Contract ends 09/30/2026 repair included PM / EOQ PM + OQ - Most of the time the lamp will be replaced unless the current lamp was just installed or has low accumulated hours.  Always have techs order a lamp if they have an OQ with the PM. G4294B DECAH01113 1220 Infinity II Gradient DAD LC System
Priority
High
Origin
Web
Reason
New Case
Contact
Riley Curd
Owner
Leona Coonrod
Created
Aug 18, 2025
Work Orders from this Case (2)
WO-01298066 (current) Invoiced
Preventive Maintenance • Larry Alberty
Created: Aug 18, 2025 • Closed: Oct 13, 2025
WO-01298067 Invoiced
EOQ • Larry Alberty
Created: Aug 18, 2025 • Closed: Oct 14, 2025
Completed with significant delays
Invoiced • 198 days old
🚨
Primary Delay 37.2 days stuck in "Scheduled"
⏱️
Total Delay 42.3 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
Assigned
2.0d / 0.5d SLA
Scheduled
37.2d / 2.0d SLA
Tech On Site
0.0d / 1.0d SLA
Closed
1.0d / 1.0d SLA
Ready to Bill
6.6d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

18 Aug 2025 Larry Alberty

Reached out to location with proposed onsite visit time frame.


Please assign to Larry Alberty ARP to site is 20 miles. Zone 1

🔧 Work Performed
Completed LC PM.
⚠️ Problem Description
28U SYS-LC-1220 Contract ends 09/30/2026 repair included PM / EOQ PM + OQ - Most of the time the lamp will be replaced unless the current lamp was just installed or has low accumulated hours.  Always have techs order a lamp if they have an OQ with the PM. G4294B DECAH01113 1220 Infinity II Gradient DAD LC System
📄 Description
1220 Infinity Gradient DAD LC System
📞 Call Description
OCT 2025 LC PM

Timeline

📞
▶
4 Case Linked Aug 18, 8:46 AM
Case Linked → Work Order Created → Status: Ready for Scheduling → Technician Assigned
📋
Work Order Created
Work Order: WO-01298066
Type: Preventive Maintenance
Priority: PC
📅
Status: Ready for Scheduling by Leona Coonrod
From: Entered, Ready for Scheduling
To: Ready for Scheduling, Assigned
Duration in Previous: 1m, 0m
👷
Technician Assigned by Leona Coonrod
Technician: Larry Alberty
⏳ 2.0 business days
🗓️
▶
2 Status: Scheduled Aug 19, 6:14 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Larry Alberty
Scheduled For: 2025-10-13T12:00:00.000+0000
🚨 37.7 business days
🔧
▶
2 Status: Tech On Site Oct 13, 9:31 AM
Status: Tech On Site → 4x Travel Added
🚗
4x Travel Added
Type: Travel, Parts
Status: Open
Qty: 20, 1
⏱️
▶
2 3x Labor Added Oct 13, 7:54 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Larry Alberty
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 10h 24m, 0m
📄
Status: Ready to Bill by Hannah Shaw Oct 14, 3:34 PM
From: Closed
To: Ready to Bill
Duration in Previous: 19h 37m
⚠️ 7.0 business days
📨
▶
2 Status: Invoice Pending Oct 22, 3:27 PM
Status: Invoice Pending → Status: Invoiced
💰
Status: Invoiced by Hannah Shaw
From: Invoice Pending
To: Invoiced
Duration in Previous: 2m
⏳ 4.0 business days
🧾
Invoice Created Oct 27, 12:21 PM
Invoice Number: SM-244382

Bottlenecks

Assigned
Duration: 2.0 business days (threshold: 4.0 business hours)
Exceeded by 1.5 business days
Scheduled
Duration: 37.2 business days (threshold: 2.0 business days)
Exceeded by 35.2 business days
Ready to Bill
Duration: 6.6 business days (threshold: 1.0 business days)
Exceeded by 5.6 business days

🔗 Related Artifacts

📞
Case 00519677
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Preventive Maintenance
Branch
N/A
Technician
Larry Alberty
Scheduled
Oct 13, 8:00 AM
Created
Aug 18, 8:46 AM
Invoice #
SM-244382

Work Details (7)

Name Type Status Qty Amount Date
WL-02968378 Travel Open 20 $180.00 Oct 13, 9:33 AM
WL-02968379 Travel Open 20 $0.00 Oct 13, 9:33 AM
WL-02968380 Parts Open 1 $0.00 Oct 13, 9:33 AM
WL-02968381 Parts Open 1 $0.00 Oct 13, 9:33 AM
WL-02969229 Labor Open 1 $0.00 Oct 13, 7:54 PM
WL-02969230 Labor Open 1 $0.00 Oct 13, 7:54 PM
WL-02969231 Labor Open 4 $456.00 Oct 13, 7:54 PM

Details