Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01306044 ↗ ServiceMax

EMSAR HOUSE ACCOUNT • Cross-Training • PC

📍 Ryan Schwochow Trunk Stock — 270 David's Drive, Wilmington OH, 45177

Sep 24, 2025 → Oct 2, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Oct 4, 2025
✓ SLA Met (1 biz days early)
Active: 6 biz days
🕐 Clock stopped: Completed (Oct 2, 2025)
▶ Clock Running
Status: Created
Sep 24 → Sep 24, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 24 → Sep 24, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 24 → Sep 24, 2025
0 business days (counted)
Running total: 0 of ? biz days used
6d
▶ Clock Running
Status: Scheduled
Sep 24 → Oct 2, 2025
6 business days (counted)
Running total: 6 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 2 → Oct 2, 2025
0 business days (counted)
Running total: 6 of ? biz days used
Created: Sep 24, 2025 Completed: Oct 2, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 24 → Sep 24 Created ▶ Running 0 0
Sep 24 → Sep 24 Ready for Scheduling ▶ Running 0 0
Sep 24 → Sep 24 Assigned ▶ Running 0 0
Sep 24 → Oct 2 Scheduled ▶ Running 6 6
Oct 2 → Oct 2 Tech On Site ▶ Running 0 6
Dispatch 0.0d
Coordinators 6.8d
Field Work 0.7d
Billing 0.0d
✓ SLA Met
Dispatch
0.0 days
Coordinators
6.8 days
Over SLA
Field Work
0.7 days
Billing
0.0 days
Created: Sep 24, 2025 Due: Oct 4, 2025 Completed: Oct 2, 2025 (2 days early)
📅
6.8 days Total Age
⏱️
6.7d in Scheduled Longest Stage
🔄
7 transitions Status Changes
⚠️
5.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
2 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
👤 Self-scheduled by Taylor Duda — scheduling delays attributed to technician, not coordinators
Visit 1 Sep 29, 2025
Visit 2 Oct 2, 2025

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00529971
OJT WO's needed
Closed
"Per request on attachment/ For all OJT, please add the following questions to the problem description: Q: Service Type (pm, repair, other)?: Q: Make / Model?: Q: Service Performed?: Q: Mentor?:"
Priority
Standard
Origin
Email
Reason
New Case
Contact
Shawn Rogers
Owner
Leona Coonrod
Created
Sep 24, 2025
Work Orders from this Case (3)
WO-01306044 (current) Invoiced
Cross-Training • Taylor Duda
Created: Sep 24, 2025 • Closed: Oct 2, 2025
WO-01306045 Invoiced
Cross-Training • Taylor Duda
Created: Sep 24, 2025 • Closed: Oct 9, 2025
WO-01306046 Invoiced
Cross-Training • Taylor Duda
Created: Sep 24, 2025 • Closed: Oct 16, 2025
Completed with minor delays
Invoiced • 161 days old
🚨
Primary Delay 6.7 days stuck in "Scheduled"
⏱️
Total Delay 5.6 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
0.0d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
6.7d / 2.0d SLA
Tech On Site
0.7d / 1.0d SLA
Closed
1.9d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
depot training with b.peters
🔍 Technician Findings
depot training with b.peters
⚠️ Problem Description
"Per request on attachment/ For all OJT, please add the following questions to the problem description: Q: Service Type (pm, repair, other)?: Q: Make / Model?: Q: Service Performed?: Q: Mentor?:"

Timeline

📞
Case Linked Sep 24, 10:18 AM
Case Number: 00529971
Subject: OJT WO's needed
Status: Closed
📋
▶
2 Work Order Created Sep 24, 1:50 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Leona Coonrod
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
▶
4 Technician Assigned Sep 24, 2:02 PM
Technician Assigned → Status: Assigned → Status: Scheduled → Dispatch Scheduled
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 11m
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 1m
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-09-29T12:00:00.000+0000, 2025-10-02T12:00:00.000+0000
⚠️ 5.0 business days
⏱️
Labor Added Sep 30, 2:10 PM
Type: Labor
Status: Open
Qty: 6
⏳ 2.9 business days
🔧
Status: Tech On Site by Taylor Duda Oct 2, 7:01 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 16h
⏱️
Labor Added Oct 2, 12:47 PM
Type: Labor
Status: Open
Qty: 6
✔️
Status: Completed by Taylor Duda Oct 2, 1:00 PM
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 5h 59m, 0m
⏳ 2.0 business days
📄
▶
2 Status: Ready to Bill Oct 3, 2:07 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Hannah Shaw
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
⏳ 2.0 business days
🧾
Invoice Created Oct 6, 2:15 PM
Invoice Number: SM-242901

Bottlenecks

Scheduled
Duration: 6.7 business days (threshold: 2.0 business days)
Exceeded by 4.7 business days
Closed
Duration: 1.9 business days (threshold: 1.0 business days)
Exceeded by 7.0 business hours

🔗 Related Artifacts

📞
Case 00529971
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Cross-Training
Branch
N/A
Technician
Taylor Duda
Scheduled
Oct 2, 8:00 AM
Created
Sep 24, 1:50 PM
Invoice #
SM-242901

Work Details (2)

Name Type Status Qty Amount Date
WL-02954544 Labor Open 6 $0.00 Sep 30, 2:10 PM
WL-02957605 Labor Open 6 $0.00 Oct 2, 12:47 PM

Details