Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01310276 ↗ ServiceMax

EMSAR HOUSE ACCOUNT • Cross-Training • PC

📍 Curtis Allen Trunk Stock — 55 Cleveland Terrace, East Orange NJ, 07017

Oct 20, 2025 → Nov 7, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Nov 8, 2025
✓ SLA Met
Active: 14 biz days
🕐 Clock stopped: Completed (Nov 7, 2025)
▶ Clock Running
Status: Created
Oct 20 → Oct 20, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 20 → Oct 20, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 20 → Oct 20, 2025
0 business days (counted)
Running total: 0 of ? biz days used
14d
▶ Clock Running
Status: Scheduled
Oct 20 → Nov 7, 2025
14 business days (counted)
Running total: 14 of ? biz days used
Created: Oct 20, 2025 Completed: Nov 7, 2025
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Oct 20 → Oct 20 Created ▶ Running 0 0
Oct 20 → Oct 20 Ready for Scheduling ▶ Running 0 0
Oct 20 → Oct 20 Assigned ▶ Running 0 0
Oct 20 → Nov 7 Scheduled ▶ Running 14 14
Dispatch 0.0d
Coordinators 15.1d
✓ SLA Met
Dispatch
0.0 days
Coordinators
15.1 days
Over SLA
Created: Oct 20, 2025 Due: Nov 8, 2025 Completed: Nov 7, 2025 (1 days early)
📅
15.0 days Total Age
⏱️
15.0d in Scheduled Longest Stage
🔄
4 transitions Status Changes
⚠️
14.3d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
4 lines Work Details
🚩
3 visits On-Site Trips
📋
Coordinator Scheduling
🚩
3 On-Site Visits
3 on-site visits — why were multiple trips needed?
Visit 1 Nov 4, 2025
Visit 2 Nov 5, 2025
Visit 3 Nov 7, 2025

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00535045
ID: 17- New Training Request Form : Curtis Allen - Midmark Product Training
Closed
1x OJT work order Ending 11/8 for Curtis Allen "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
High
Origin
Email
Reason
New Case
Contact
N/A
Owner
Kimberly Hardison
Created
Oct 13, 2025
Work Orders from this Case (4)
WO-01310273 Invoiced
Cross-Training • Curtis Allen
Created: Oct 20, 2025 • Closed: Nov 7, 2025
WO-01310274 Invoiced
Cross-Training • Curtis Allen
Created: Oct 20, 2025 • Closed: Oct 24, 2025
WO-01310276 (current) Invoiced
Cross-Training • Curtis Allen
Created: Oct 20, 2025 • Closed: Nov 7, 2025
WO-01310277 Invoiced
Cross-Training • Curtis Allen
Created: Oct 20, 2025 • Closed: Nov 14, 2025
Completed with significant delays
Invoiced • 135 days old
🚨
Primary Delay 15.0 days stuck in "Scheduled"
⏱️
Total Delay 14.3 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
0.1d / 1.0d SLA
Scheduled
15.0d / 2.0d SLA
Closed
2.3d / 1.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
Completing Midmark courses in Axiom Courses have been completed
🔍 Technician Findings
Completing Midmark courses in Axiom Courses have been completed
⚠️ Problem Description
1x for CBTs in Axiom Ending 11/8 for Curtis Allen

Timeline

📞
Case Linked Oct 13, 2:05 PM
Case Number: 00535045
Subject: ID: 17- New Training Request Form : Curtis Allen - Midmark Product Training
Status: Closed
⚠️ 5.0 business days
📋
▶
2 Work Order Created Oct 20, 9:59 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
▶
3 Technician Assigned Oct 20, 11:03 AM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 1h 3m, 0m
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-03T13:00:00.000+0000
🚨 10.0 business days
📅
Dispatch Scheduled by Kourtney Smith Oct 31, 9:46 AM
Scheduled For: 2025-11-03T16:00:00.000+0000
📅
Dispatch Scheduled by Kourtney Smith Oct 31, 9:58 AM
Scheduled For: 2025-11-04T13:00:00.000+0000
⏳ 3.0 business days
⏱️
2x Labor Added Nov 4, 7:28 PM
Type: Labor
Status: Open
Qty: 0.25, 3
⏱️
Labor Added Nov 5, 4:54 PM
Type: Labor
Status: Open
Qty: 8
⏳ 2.9 business days
⏱️
▶
2 Labor Added Nov 7, 4:48 PM
Labor Added → Status: Completed
✔️
Status: Completed by Curtis Allen
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 18d 6h, 0m
⏳ 2.9 business days
📄
Status: Ready to Bill by Diane Patton Nov 12, 9:25 AM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 4d 16h, 0m
⏳ 2.0 business days
🧾
Invoice Created Nov 13, 10:50 AM
Invoice Number: SM-246258

Bottlenecks

Scheduled
Duration: 15.0 business days (threshold: 2.0 business days)
Exceeded by 13.0 business days
Closed
Duration: 2.3 business days (threshold: 1.0 business days)
Exceeded by 1.3 business days

🔗 Related Artifacts

📞
Case 00535045
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Cross-Training
Branch
N/A
Technician
Curtis Allen
Scheduled
Nov 4, 8:00 AM
Created
Oct 20, 9:59 AM
Invoice #
SM-246258

Work Details (4)

Name Type Status Qty Amount Date
WL-02996346 Labor Open 0.25 $0.00 Nov 4, 7:28 PM
WL-02996347 Labor Open 3 $0.00 Nov 4, 7:28 PM
WL-02997539 Labor Open 8 $0.00 Nov 5, 4:54 PM
WL-03000368 Labor Open 2.25 $0.00 Nov 7, 4:48 PM

Details