Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01306045 ↗ ServiceMax

EMSAR HOUSE ACCOUNT • Cross-Training • PC

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

Sep 24, 2025 → Oct 9, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Oct 11, 2025
✓ SLA Met (1 biz days early)
Active: 11 biz days
🕐 Clock stopped: Completed (Oct 9, 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
11d
▶ Clock Running
Status: Scheduled
Sep 24 → Oct 9, 2025
11 business days (counted)
Running total: 11 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 9 → Oct 9, 2025
0 business days (counted)
Running total: 11 of ? biz days used
Created: Sep 24, 2025 Completed: Oct 9, 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 9 Scheduled ▶ Running 11 11
Oct 9 → Oct 9 Tech On Site ▶ Running 0 11
Dispatch 0.0d
Coordinators 11.8d
Field Work 1.0d
Billing 0.0d
✓ SLA Met
Dispatch
0.0 days
Coordinators
11.8 days
Over SLA
Field Work
1.0 days
Billing
0.0 days
Created: Sep 24, 2025 Due: Oct 11, 2025 Completed: Oct 9, 2025 (2 days early)
📅
11.8 days Total Age
⏱️
11.7d in Scheduled Longest Stage
🔄
8 transitions Status Changes
⚠️
10.3d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
1 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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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 Invoiced
Cross-Training • Taylor Duda
Created: Sep 24, 2025 • Closed: Oct 2, 2025
WO-01306045 (current) 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 significant delays
Invoiced • 161 days old
🚨
Primary Delay 11.7 days stuck in "Scheduled"
⏱️
Total Delay 10.3 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
Ready for Scheduling
0.0d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
11.7d / 2.0d SLA
Tech On Site
1.0d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.6d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
depot concentrator training with b.peters
🔍 Technician Findings
depot concentrator 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, 1:51 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: 2025-10-09T12:00:00.000+0000
🚨 11.9 business days
🔧
Status: Tech On Site by Taylor Duda Oct 9, 7:21 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 14d 17h
⏱️
Labor Added Oct 9, 12:22 PM
Type: Labor
Status: Open
Qty: 8
✔️
▶
2 Status: Completed Oct 9, 3:15 PM
Status: Completed → Status: Closed
🏁
Status: Closed by Taylor Duda
From: Completed
To: Closed
Duration in Previous: 1m
📄
▶
2 Status: Ready to Bill Oct 10, 1:17 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Hannah Shaw
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
⏳ 1.0 business days
🧾
Invoice Created Oct 13, 12:15 PM
Invoice Number: SM-243382

Bottlenecks

Scheduled
Duration: 11.7 business days (threshold: 2.0 business days)
Exceeded by 9.7 business days
Closed
Duration: 1.6 business days (threshold: 1.0 business days)
Exceeded by 4.7 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 9, 8:00 AM
Created
Sep 24, 1:51 PM
Invoice #
SM-243382

Work Details (1)

Name Type Status Qty Amount Date
WL-02965035 Labor Open 8 $0.00 Oct 9, 12:22 PM

Details