Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01311370 ↗ ServiceMax

EMSAR HOUSE ACCOUNT • New Hire Training • PC

📍 Jeffrey Coles Trunk Stock — 12 Valley Frost Court Apt J, Cockeysville MD, 21030

Oct 24, 2025 → Oct 31, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Nov 1, 2025
✓ SLA Met (4 biz days early)
Active: 1 biz days
🕐 Clock stopped: Tech Off Site (Oct 27, 2025)
▶ Clock Running
Status: Created
Oct 24 → Oct 24, 2025
0 business days (counted)
Running total: 0 of ? biz days used
1d
▶ Clock Running
Status: Ready for Scheduling
Oct 24 → Oct 27, 2025
1 business day (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 27 → Oct 27, 2025
0 business days (counted)
Running total: 1 of ? biz days used
0d
▶ Clock Running
Status: Scheduled
Oct 27 → Oct 27, 2025
0 business days (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 27 → Oct 27, 2025
0 business days (counted)
Running total: 1 of ? biz days used
Created: Oct 24, 2025 Tech Off Site: Oct 27, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Oct 24 → Oct 24 Created ▶ Running 0 0
Oct 24 → Oct 27 Ready for Scheduling ▶ Running 1 1
Oct 27 → Oct 27 Assigned ▶ Running 0 1
Oct 27 → Oct 27 Scheduled ▶ Running 0 1
Oct 27 → Oct 27 Tech On Site ▶ Running 0 1
Dispatch 0.0d
Coordinators 2.2d
Field Work 4.4d
✓ SLA Met
Dispatch
0.0 days
Coordinators
2.2 days
Over SLA
Field Work
4.4 days
Over SLA
Created: Oct 24, 2025 Due: Nov 1, 2025 Completed: Oct 31, 2025 (1 days early)
📅
5.4 days Total Age
⏱️
4.4d in Tech Off Site Longest Stage
🔄
7 transitions Status Changes
⚠️
3.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🚩
5 visits On-Site Trips
👤
Self-Scheduled Scheduling
🚨
5 On-Site Visits
5 on-site visits — critical red flag: repeated failure to resolve
👤 Self-scheduled by Jeffrey Coles — scheduling delays attributed to technician, not coordinators
Visit 1 Oct 27, 2025
Visit 2 Oct 28, 2025
Visit 3 Oct 29, 2025
Visit 4 Oct 30, 2025
Visit 5 Oct 31, 2025

AI Analysis

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Generating AI analysis...
Completed with minor delays
Invoiced • 131 days old
🚨
Primary Delay 4.4 days stuck in "Tech Off Site"
⏱️
Total Delay 3.1 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
1.4d / 1.0d SLA
Scheduled
0.8d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Tech Off Site
4.4d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.3d / 1.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
Week Two Training
🔍 Technician Findings
Week Two Training
⚠️ Problem Description
WO Creation Needed for continuation of NB EMSAR U Courses
📞 Call Description
NB Training

Timeline

📋
▶
2 Work Order Created Oct 24, 4:44 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 2m
⏳ 1.9 business days
👷
▶
3 Status: Assigned Oct 27, 10:15 AM
Status: Assigned → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Mandy Newman
Technician: Jeffrey Coles
📅
Dispatch Scheduled by Mandy Newman
Scheduled For: 2025-10-27T12:00:00.000+0000
🔧
Status: Tech On Site by Jeffrey Coles Oct 27, 4:36 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 6h 20m
⏱️
Labor Added Oct 27, 4:42 PM
Type: Labor
Status: Open
Qty: 9
🚗
Status: Tech Off Site by Jeffrey Coles Oct 27, 5:04 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 28m
⏳ 1.9 business days
⏱️
Labor Added Oct 28, 5:06 PM
Type: Labor
Status: Open
Qty: 9
⏱️
Labor Added Oct 29, 4:58 PM
Type: Labor
Status: Open
Qty: 9
⏳ 2.9 business days
⏱️
2x Labor Added Oct 31, 5:30 PM
Type: Labor
Status: Open
Qty: 9, 9.5
✔️
▶
2 Status: Completed Oct 31, 5:37 PM
Status: Completed → Status: Closed
🏁
Status: Closed by Jeffrey Coles
From: Completed
To: Closed
Duration in Previous: 1m
⏳ 1.8 business days
📄
Status: Ready to Bill by Diane Patton Nov 3, 2:38 PM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 2d 21h, 0m
⏳ 2.0 business days
🧾
Invoice Created Nov 4, 5:57 PM
Invoice Number: SM-245505

Bottlenecks

Ready for Scheduling
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 3.2 business hours
Tech Off Site
Duration: 4.4 business days (threshold: 2.0 business days)
Exceeded by 2.4 business days
Closed
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.3 business hours

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
New Hire Training
Branch
N/A
Technician
Jeffrey Coles
Scheduled
Oct 27, 8:00 AM
Created
Oct 24, 4:44 PM
Invoice #
SM-245505

Work Details (5)

Name Type Status Qty Amount Date
WL-02985648 Labor Open 9 $0.00 Oct 27, 4:42 PM
WL-02986919 Labor Open 9 $0.00 Oct 28, 5:06 PM
WL-02988536 Labor Open 9 $0.00 Oct 29, 4:58 PM
WL-02992269 Labor Open 9 $0.00 Oct 31, 5:30 PM
WL-02992270 Labor Open 9.5 $0.00 Oct 31, 5:30 PM

Details