Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01298089 ↗ ServiceMax

AGILENT TECHNOLOGIES (ASP) • EOQ • PC

📍 Threshold Enterprises Ltd Inc — 51 Old El Pueblo Rd, Scotts Valley CA, 95066

Aug 18, 2025 → Sep 30, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Oct 31, 2025
✓ SLA Met (22 biz days early)
Active: 30 biz days
🕐 Clock stopped: Completed (Sep 30, 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 20, 2025
2 business days (counted)
Running total: 2 of ? biz days used
28d
▶ Clock Running
Status: Scheduled
Aug 20 → Sep 30, 2025
28 business days (counted)
Running total: 30 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 30 → Sep 30, 2025
0 business days (counted)
Running total: 30 of ? biz days used
Created: Aug 18, 2025 Completed: Sep 30, 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 20 Assigned ▶ Running 2 2
Aug 20 → Sep 30 Scheduled ▶ Running 28 30
Sep 30 → Sep 30 Tech On Site ▶ Running 0 30
Dispatch 0.0d
Coordinators 32.0d
Field Work 1.0d
Billing 4.8d
✓ SLA Met
Dispatch
0.0 days
Coordinators
32.0 days
Over SLA
Field Work
1.0 days
Billing
4.8 days
Over SLA
Created: Aug 18, 2025 Due: Oct 31, 2025 Completed: Sep 30, 2025 (31 days early)
📅
31.0 days Total Age
⏱️
29.0d in Scheduled Longest Stage
🔄
8 transitions Status Changes
⚠️
32.3d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00519690
6007873283
Closed
38U SYS-GC-7890 Contract ends 12/31/2025 repair included PM / EOQ G4513A CN18330151 7693A Autoinjector G4514A CN18130012 7693A Tray, 150 Vial G3440B US18413059 Agilent 7890B Series GC Custom
Priority
High
Origin
Web
Reason
New Case
Contact
Amber Cook
Owner
Leona Coonrod
Created
Aug 18, 2025
Work Orders from this Case (2)
WO-01298088 Invoiced
Preventive Maintenance • Larry Alberty
Created: Aug 18, 2025 • Closed: Sep 29, 2025
WO-01298089 (current) Invoiced
EOQ • Larry Alberty
Created: Aug 18, 2025 • Closed: Sep 30, 2025
Completed with significant delays
Invoiced • 198 days old
🚨
Primary Delay 29.0 days stuck in "Scheduled"
⏱️
Total Delay 32.3 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
3.0d / 0.5d SLA
Scheduled
29.0d / 2.0d SLA
Tech On Site
1.0d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.2d / 1.0d SLA
Ready to Bill
3.6d / 1.0d SLA
Invoice Pending
1.2d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

29 Aug 2025 Larry Alberty

Customer asked for the onsite visit to be sooner. Rescheduled from October 22nd to September 29th.


20 Aug 2025 Larry Alberty

Second attempt to schedule


18 Aug 2025 Larry Alberty

Reached out for scheduling the onsite.


Please assign to Larry Alberty ARP to site is 38 miles. Zone 1

🔧 Work Performed
Completed GC EOQ.
⚠️ Problem Description
38U SYS-GC-7890 Contract ends 12/31/2025 repair included PM / EOQ G4513A CN18330151 7693A Autoinjector G4514A CN18130012 7693A Tray, 150 Vial G3440B US18413059 Agilent 7890B Series GC Custom
📄 Description
Agilent 7890B Series GC Custom
📞 Call Description
OCT 2025 GC EOQ

Timeline

📞
▶
4 Case Linked Aug 18, 9:18 AM
Case Linked → Work Order Created → Status: Ready for Scheduling → Technician Assigned
📋
Work Order Created
Work Order: WO-01298089
Type: EOQ
Priority: PC
📅
Status: Ready for Scheduling by Leona Coonrod
From: Entered, Ready for Scheduling
To: Ready for Scheduling, Assigned
Duration in Previous: 0m
👷
Technician Assigned by Leona Coonrod
Technician: a0hF0000001pE6KIAU, Larry Alberty
⏳ 3.0 business days
🗓️
▶
2 Status: Scheduled Aug 20, 11:40 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Larry Alberty
Scheduled For: 2025-10-23T10:00:00.000+0000
⚠️ 8.0 business days
📅
Dispatch Scheduled by Larry Alberty Aug 29, 11:02 AM
Scheduled For: 2025-09-30T12:00:00.000+0000
🚨 22.0 business days
🔧
Status: Tech On Site by Larry Alberty Sep 30, 9:48 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 40d 22h
✔️
▶
3 Status: Completed Sep 30, 6:03 PM
Status: Completed → 2x Travel Added → 3x Labor Added
🚗
2x Travel Added
Type: Travel
Status: Open
Qty: 40
⏱️
3x Labor Added
Type: Labor
Status: Open
Qty: 1, 6
🏁
Status: Closed by Larry Alberty Sep 30, 6:20 PM
From: Completed
To: Closed
Duration in Previous: 17m
📄
Status: Ready to Bill by Hannah Shaw Oct 1, 3:19 PM
From: Closed
To: Ready to Bill
Duration in Previous: 20h 59m
⏳ 4.0 business days
📨
Status: Invoice Pending by Hannah Shaw Oct 6, 6:06 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 5d 2h
💰
Status: Invoiced by Hannah Shaw Oct 7, 1:54 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 19h 47m
🧾
Invoice Created Oct 7, 3:32 PM
Invoice Number: SM-243053

Bottlenecks

Assigned
Duration: 3.0 business days (threshold: 4.0 business hours)
Exceeded by 2.5 business days
Scheduled
Duration: 29.0 business days (threshold: 2.0 business days)
Exceeded by 27.0 business days
Closed
Duration: 1.2 business days (threshold: 1.0 business days)
Exceeded by 1.7 business hours
Ready to Bill
Duration: 3.6 business days (threshold: 1.0 business days)
Exceeded by 2.6 business days

🔗 Related Artifacts

📞
Case 00519690
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
EOQ
Branch
N/A
Technician
Larry Alberty
Scheduled
Sep 30, 8:00 AM
Created
Aug 18, 9:19 AM
Invoice #
SM-243053

Work Details (5)

Name Type Status Qty Amount Date
WL-02954909 Travel Open 40 $180.00 Sep 30, 6:04 PM
WL-02954910 Travel Open 40 $0.00 Sep 30, 6:04 PM
WL-02954914 Labor Open 1 $0.00 Sep 30, 6:07 PM
WL-02954915 Labor Open 6 $684.00 Sep 30, 6:07 PM
WL-02954916 Labor Open 1 $0.00 Sep 30, 6:07 PM

Details