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WO-01324534 ↗ ServiceMax

EMSAR HOUSE ACCOUNT • Cross-Training • PC

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

Dec 9, 2025 → Dec 11, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Dec 12, 2025
✓ SLA Met
Active: 3 biz days
🕐 Clock stopped: Completed (Dec 12, 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
▶ Clock Running
Status: Assigned
Dec 9 → Dec 9, 2025
0 business days (counted)
Running total: 0 of ? biz days used
1d
▶ Clock Running
Status: Scheduled
Dec 9 → Dec 10, 2025
1 business day (counted)
Running total: 1 of ? biz days used
2d
▶ Clock Running
Status: Tech On Site
Dec 10 → Dec 12, 2025
2 business days (counted)
Running total: 3 of ? biz days used
Created: Dec 9, 2025 Completed: Dec 12, 2025
Show SLA Clock Detail (5 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 9 Assigned ▶ Running 0 0
Dec 9 → Dec 10 Scheduled ▶ Running 1 1
Dec 10 → Dec 12 Tech On Site ▶ Running 2 3
Dispatch 0.0d
Coordinators 1.8d
Field Work 2.1d
Billing 0.0d
✓ SLA Met
Dispatch
0.0 days
Coordinators
1.8 days
Field Work
2.1 days
Over SLA
Billing
0.0 days
Created: Dec 9, 2025 Due: Dec 12, 2025 Completed: Dec 12, 2025 (on time)
📅
3.1 days Total Age
⏱️
3.0d in Closed Longest Stage
🔄
7 transitions Status Changes
⚠️
3.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
17 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 10, 2025
Visit 2 Dec 11, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00550195
EMS OJT WO Request URGENT
Closed
Can I please get an EMS OJT WO for Chris Carroll to work with Chris Womack? Due date will be 12/12
Priority
High
Origin
Email
Reason
New Case
Contact
N/A
Owner
Shelby Robinson
Created
Dec 9, 2025
Work Orders from this Case (1)
WO-01324534 (current) Invoiced
Cross-Training • Christopher Carroll
Created: Dec 9, 2025 • Closed: Dec 11, 2025
Completed with minor delays
Invoiced • 85 days old
🚨
Primary Delay 3.0 days stuck in "Closed"
⏱️
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
0.0d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
1.7d / 2.0d SLA
Tech On Site
2.1d / 1.0d SLA
Closed
3.0d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
12/10 Training 12/11 Training
🔍 Technician Findings
12/10 Training 12/11 Training
⚠️ Problem Description
Can I please get an EMS OJT WO for Chris Carroll to work with Chris Womack? Due date will be 12/12

Timeline

📞
Case Linked Dec 9, 12:16 PM
Case Number: 00550195
Subject: EMS OJT WO Request URGENT
Status: Closed
📋
▶
2 Work Order Created Dec 9, 12:46 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
▶
4 Technician Assigned Dec 9, 12:59 PM
Technician Assigned → Status: Assigned → Status: Scheduled → Dispatch Scheduled
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 12m
🗓️
Status: Scheduled by Matthew Bateman
From: Assigned
To: Scheduled
Duration in Previous: 1m
📅
Dispatch Scheduled by Matthew Bateman
Scheduled For: 2025-12-09T17:00:00.000+0000
💵
Expenses Added Dec 9, 1:45 PM
Type: Expenses
Status: Open
Qty: 1
🔧
Status: Tech On Site by Christopher Carroll Dec 10, 12:48 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 23h 47m
⏱️
▶
2 Labor Added Dec 10, 10:03 PM
Labor Added → 2x Labor Added
⏱️
2x Labor Added
Type: Labor
Status: Open
Qty: 9.5, 2.75
🚗
▶
2 4x Travel Added Dec 10, 10:11 PM
4x Travel Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
💵
Expenses Added Dec 10, 10:39 PM
Type: Expenses
Status: Open
Qty: 1
⏱️
▶
2 2x Labor Added Dec 11, 9:30 PM
2x Labor Added → 4x Expenses Added
💵
4x Expenses Added
Type: Expenses, Labor, Travel
Status: Open
Qty: 1, 7.5, 4, 244
💵
▶
2 Expenses Added Dec 11, 9:39 PM
Expenses Added → Status: Completed
✔️
Status: Completed by Christopher Carroll
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 1d 8h, 0m
⏳ 3.3 business days
📄
▶
3 Status: Ready to Bill Dec 16, 11:35 AM
Status: Ready to Bill → Status: Invoice Pending → Invoice Created
📨
Status: Invoice Pending by Diane Patton
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 1m, 0m
🧾
Invoice Created
Invoice Number: SM-249174

Bottlenecks

Tech On Site
Duration: 2.1 business days (threshold: 1.0 business days)
Exceeded by 1.1 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00550195
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Cross-Training
Branch
N/A
Technician
Christopher Carroll
Scheduled
Dec 9, 12:00 PM
Created
Dec 9, 12:46 PM
Invoice #
SM-249174

Work Details (17)

Name Type Status Qty Amount Date
WL-03031474 Expenses Open 1 $0.00 Dec 9, 1:45 PM
WL-03033641 Labor Open 1.75 $0.00 Dec 10, 10:03 PM
WL-03033656 Labor Open 9.5 $0.00 Dec 10, 10:06 PM
WL-03033655 Labor Open 2.75 $0.00 Dec 10, 10:06 PM
WL-03033671 Travel Open 39 $0.00 Dec 10, 10:11 PM
WL-03033669 Labor Open 1 $0.00 Dec 10, 10:11 PM
WL-03033670 Travel Open 233 $0.00 Dec 10, 10:11 PM
WL-03033672 Expenses Open 1 $0.00 Dec 10, 10:11 PM
WL-03033678 Expenses Open 1 $0.00 Dec 10, 10:15 PM
WL-03033716 Expenses Open 1 $0.00 Dec 10, 10:39 PM
WL-03035185 Labor Open 1.5 $0.00 Dec 11, 9:30 PM
WL-03035186 Travel Open 39 $0.00 Dec 11, 9:30 PM
WL-03035197 Expenses Open 1 $0.00 Dec 11, 9:33 PM
WL-03035194 Labor Open 7.5 $0.00 Dec 11, 9:33 PM
WL-03035195 Labor Open 4 $0.00 Dec 11, 9:33 PM
WL-03035196 Travel Open 244 $0.00 Dec 11, 9:33 PM
WL-03035211 Expenses Open 1 $0.00 Dec 11, 9:39 PM

Details