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WO-01324505 ↗ ServiceMax

EMSAR HOUSE ACCOUNT • Cross-Training • PC

📍 Christopher Womack Trunk Stock — 304 W. Goss St, Terrell TX, 75160

Dec 9, 2025 → Dec 16, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Dec 19, 2025
✓ SLA Met (2 biz days early)
Active: 6 biz days
🕐 Clock stopped: Completed (Dec 17, 2025)
▶ Clock Running
Status: Created
Dec 9 → Dec 9, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Dec 9 → Dec 9, 2025
0 business days (counted)
Running total: 0 of ? biz days used
4d
▶ Clock Running
Status: Assigned
Dec 9 → Dec 15, 2025
4 business days (counted)
Running total: 4 of ? biz days used
▶ Clock Running
Status: Tech On Site
Dec 15 → Dec 15, 2025
0 business days (counted)
Running total: 4 of ? biz days used
1d
▶ Clock Running
Status: Scheduled
Dec 15 → Dec 16, 2025
1 business day (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Tech On Site
Dec 16 → Dec 17, 2025
1 business day (counted)
Running total: 6 of ? biz days used
Created: Dec 9, 2025 Completed: Dec 17, 2025
Show SLA Clock Detail (6 periods)
Period Status Clock Biz Days Running Total
Dec 9 → Dec 9 Created ▶ Running 0 0
Dec 9 → Dec 9 Ready for Scheduling ▶ Running 0 0
Dec 9 → Dec 15 Assigned ▶ Running 4 4
Dec 15 → Dec 15 Tech On Site ▶ Running 0 4
Dec 15 → Dec 16 Scheduled ▶ Running 1 5
Dec 16 → Dec 17 Tech On Site ▶ Running 1 6
Dispatch 0.0d
Coordinators 6.2d
Field Work 1.3d
✓ SLA Met
Dispatch
0.0 days
Coordinators
6.2 days
Over SLA
Field Work
1.3 days
Over SLA
Created: Dec 9, 2025 Due: Dec 19, 2025 Completed: Dec 17, 2025 (2 days early)
📅
5.9 days Total Age
⏱️
4.8d in Assigned Longest Stage
🔄
8 transitions Status Changes
⚠️
5.3d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
12 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 Christopher Carroll — scheduling delays attributed to technician, not coordinators
Visit 1 Dec 15, 2025
Visit 2 Dec 16, 2025

AI Analysis

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Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00549900
EMS OJT WO Request
Closed
Can I please have an EMS OJT WO for Chris Carroll? He will be receiving training from Christopher Womack. Due date will be 12/19. Q: Service Type (pm, repair, other)?: Q: Make / Model?: Q: Service Performed?: Q: Mentor?:
Priority
Standard
Origin
Email
Reason
New Case
Contact
N/A
Owner
Sherry Reich
Created
Dec 8, 2025
Work Orders from this Case (1)
WO-01324505 (current) Invoiced
Cross-Training • Christopher Carroll
Created: Dec 9, 2025 • Closed: Dec 16, 2025
Completed with minor delays
Invoiced • 85 days old
🚨
Primary Delay 4.8 days stuck in "Assigned"
⏱️
Total Delay 5.3 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
Assigned
4.8d / 0.5d SLA
Tech On Site
1.3d / 1.0d SLA
Scheduled
1.3d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
Trained on Stryker units 6506 & Powerload units & Paperwork in Brinkley & Newport locations.
🔍 Technician Findings
Trained on Stryker units 6506 & Powerload units & Paperwork in Brinkley & Newport locations.
⚠️ Problem Description
Can I please have an EMS OJT WO for Chris Carroll? He will be receiving training from Christopher Womack. Due date will be 12/19. Q: Service Type (pm, repair, other)?: Q: Make / Model?: Q: Service Performed?: Q: Mentor?:

Timeline

📞
Case Linked Dec 8, 4:50 PM
Case Number: 00549900
Subject: EMS OJT WO Request
Status: Closed
📋
▶
2 Work Order Created Dec 9, 11:44 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
▶
2 Technician Assigned Dec 9, 12:28 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Laura Hill
From: Ready for Scheduling
To: Assigned
Duration in Previous: 44m
⚠️ 5.0 business days
🔧
Status: Tech On Site by Christopher Carroll Dec 15, 2:01 PM
From: Assigned
To: Tech On Site
Duration in Previous: 6d 1h
🗓️
▶
2 Status: Scheduled Dec 15, 4:18 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Matthew Bateman
Scheduled For: 2025-12-15T05:00:00.000+0000
⏱️
▶
2 5x Labor Added Dec 15, 11:17 PM
5x Labor Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
🔧
Status: Tech On Site by Christopher Carroll Dec 16, 9:54 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 17h 35m
⏱️
▶
3 3x Labor Added Dec 16, 6:57 PM
3x Labor Added → Expenses Added → 2x Travel Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
🚗
2x Travel Added
Type: Travel
Status: Open
Qty: 67
✔️
Status: Completed by Christopher Carroll Dec 16, 7:04 PM
From: Tech On Site
To: Completed
Duration in Previous: 9h 10m
🏁
Status: Closed by Christopher Carroll Dec 16, 7:10 PM
From: Completed
To: Closed
Duration in Previous: 5m
⏳ 2.6 business days
📄
Status: Ready to Bill by Diane Patton Dec 18, 4:54 PM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 1d 21h, 0m
⏳ 1.9 business days
🧾
Invoice Created Dec 19, 11:10 PM
Invoice Number: SM-249401

Bottlenecks

Assigned
Duration: 4.8 business days (threshold: 4.0 business hours)
Exceeded by 4.3 business days
Tech On Site
Duration: 1.0 business days (threshold: 1.0 business days)
Exceeded by 0.1 business hours
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00549900
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Cross-Training
Branch
N/A
Technician
Christopher Carroll
Scheduled
Dec 15, 12:00 AM
Created
Dec 9, 11:44 AM
Invoice #
SM-249401

Work Details (12)

Name Type Status Qty Amount Date
WL-03038826 Labor Open 2 $0.00 Dec 15, 11:17 PM
WL-03038827 Labor Open 9 $0.00 Dec 15, 11:17 PM
WL-03038828 Labor Open 1 $0.00 Dec 15, 11:17 PM
WL-03038829 Travel Open 80 $0.00 Dec 15, 11:17 PM
WL-03038830 Travel Open 44 $0.00 Dec 15, 11:17 PM
WL-03038832 Expenses Open 1 $0.00 Dec 15, 11:19 PM
WL-03039840 Labor Open 9 $0.00 Dec 16, 6:57 PM
WL-03039839 Labor Open 1.5 $0.00 Dec 16, 6:57 PM
WL-03039841 Labor Open 1.5 $0.00 Dec 16, 6:57 PM
WL-03039842 Expenses Open 1 $0.00 Dec 16, 7:00 PM
WL-03039843 Travel Open 67 $0.00 Dec 16, 7:01 PM
WL-03039844 Travel Open 67 $0.00 Dec 16, 7:01 PM

Details