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WO-01310717 ↗ ServiceMax

EPISCOPAL SENIOR LIFE • Parts Sale • PSM

📍 Ashley Woods — 400 YMCA Way, Penfield NY, 14526

Oct 22, 2025 → Jan 15, 2026

✅ Completed
PSM
SLA Clock
Last business day of October 2025 · Target: Oct 31, 2025
✗ SLA Missed (38 biz days late)
Active: 46 biz days
Paused: 10 biz days
🕐 Clock stopped: Invoiced (Jan 15, 2026)
▶ Clock Running
Status: Created
Oct 22 → Oct 22, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: L2 Screening
Oct 22 → Oct 22, 2025
0 business days (counted)
Running total: 0 of ? biz days used
⏸10d
⏸ Clock Paused
Status: Awaiting Parts
Oct 22 → Nov 5, 2025
10 business days (not counted)
▶ Clock Running
Status: Reschedule
Nov 5 → Nov 5, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Nov 5 → Nov 6, 2025
1 business day (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Entered
Nov 6 → Nov 6, 2025
0 business days (counted)
Running total: 1 of ? biz days used
45d
▶ Clock Running
Status: Assigned
Nov 6 → Jan 15, 2026
45 business days (counted)
Running total: 46 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Jan 15 → Jan 15, 2026
0 business days (not counted)
Created: Oct 22, 2025 Invoiced: Jan 15, 2026
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Oct 22 → Oct 22 Created ▶ Running 0 0
Oct 22 → Oct 22 L2 Screening ▶ Running 0 0
Oct 22 → Nov 5 Awaiting Parts ⏸ Paused 10
Nov 5 → Nov 5 Reschedule ▶ Running 0 0
Nov 5 → Nov 6 Assigned ▶ Running 1 1
Nov 6 → Nov 6 Entered ▶ Running 0 1
Nov 6 → Jan 15 Assigned ▶ Running 45 46
Jan 15 → Jan 15 Awaiting Parts ⏸ Paused 0
Dispatch 0.3d
Material Management 11.0d
Coordinators 47.5d
✗ SLA Missed
Dispatch
0.3 days
Material Management
11.0 days
Over SLA
Coordinators
47.5 days
Over SLA
Created: Oct 22, 2025 Due: Nov 21, 2025 Completed: Jan 15, 2026 (54 days late)
📅
57.0 days Total Age
⏱️
45.9d in Assigned Longest Stage
🔄
9 transitions Status Changes
⚠️
55.0d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
2 lines Work Details
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00536983
Quote request for customer
Closed
Q-00030707 Scale power adaptor part # AWT05-100540 Brecknell Power Adaptor
Priority
Standard
Origin
Email
Reason
New Case
Contact
James Felicita
Owner
Jessica Sells
Created
Oct 20, 2025
Work Orders from this Case (1)
WO-01310717 (current) Invoiced
Parts Sale • Customer Part Sale
Created: Oct 22, 2025 • Closed: Jan 15, 2026
Completed with significant delays
Invoiced • 133 days old
🚨
Primary Delay 45.9 days stuck in "Assigned"
⏱️
Total Delay 55.0 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.2d / 0.5d SLA
L2 Screening
0.0d / 1.0d SLA
Awaiting Parts
11.0d / 3.0d SLA
Reschedule
0.0d / 2.0d SLA
Assigned
47.5d / 0.5d SLA
Closed
1.6d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/6 KSmith -- Email attached from James that they replaced the power cord themselves and the unit is working. No onsite visit is needed. WO can be switched to part sale only.

11/6 KSmith -- Sent email to schedule for 11/11

11/5 KSmith -- Sent email to schedule for 11/11

🔧 Work Performed
Customer Requested Parts Order
⚠️ Problem Description
Q-00030707 Scale power adaptor part # AWT05-100540 Brecknell Power Adaptor

Timeline

📞
Case Linked Oct 20, 10:27 PM
Case Number: 00536983
Subject: Quote request for customer
Status: Closed
2.2 business days
📋
2 Work Order Created Oct 22, 9:58 AM
Work Order Created → Status: L2 Screening
🔍
Status: L2 Screening by Jessica Sells
From: Entered
To: L2 Screening
Duration in Previous: 1m
📦
2 Parts Requested Oct 22, 10:13 AM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Keith Weiss
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 14m
🚨 11.0 business days
🔩
2 2x Parts Added Nov 5, 1:53 PM
2x Parts Added → Status: Reschedule
🔄
Status: Reschedule by Keith Fricke
From: Awaiting Parts
To: Reschedule
Duration in Previous: 14d 4h
👷
2 Technician Assigned Nov 5, 2:07 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Reschedule
To: Assigned
Duration in Previous: 13m
🆕
Status: Entered by Kourtney Smith Nov 6, 10:12 AM
From: Assigned
To: Entered
Duration in Previous: 20h 5m
👷
2 Technician Assigned Nov 6, 12:07 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Jessica Sells
From: Entered
To: Assigned
Duration in Previous: 1h 54m
🚨 46.0 business days
📦
Status: Awaiting Parts by Rhonnie Reeves Jan 15, 2:29 PM
From: Assigned, Awaiting Parts
To: Awaiting Parts, Closed
Duration in Previous: 70d 2h, 0m
2.0 business days
📄
Status: Ready to Bill by Diane Patton Jan 19, 4:51 PM
From: Closed, Ready to Bill
To: Ready to Bill, Invoice Pending
Duration in Previous: 4d 2h, 0m
💰
2 Status: Invoiced Jan 19, 4:58 PM
Status: Invoiced → Invoice Created
🧾
Invoice Created
Invoice Number: SM-251661

Bottlenecks

Awaiting Parts
Duration: 11.0 business days (threshold: 3.0 business days)
Exceeded by 8.0 business days
Assigned
Duration: 1.6 business days (threshold: 4.0 business hours)
Exceeded by 1.1 business days
Assigned
Duration: 45.9 business days (threshold: 4.0 business hours)
Exceeded by 45.4 business days
Closed
Duration: 1.6 business days (threshold: 1.0 business days)
Exceeded by 4.5 business hours

🔗 Related Artifacts

📞
Case 00536983
Closed
📦
Parts Order 00083969
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Parts Sale
Branch
N/A
Technician
Customer Part Sale
Scheduled
N/A
Created
Oct 22, 9:58 AM
Invoice #
SM-251661

Work Details (2)

Name Type Status Qty Amount Date
WL-02997160 Parts Open 1 $65.61 Nov 5, 1:53 PM
WL-02997161 Expenses Open 1 $18.22 Nov 5, 1:53 PM

Details