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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01325006 ↗ ServiceMax

MIDMARK • Cross-Training • PC

📍 Eric Colon Trunk Stock — 500 GILLS CREEK PKWY, APT 710, COLUMBIA SC, 29209

Dec 11, 2025 → Dec 22, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Dec 23, 2025
✓ SLA Met
Active: 8 biz days
🕐 Clock stopped: Completed (Dec 23, 2025)
▶ Clock Running
Status: Created
Dec 11 → Dec 11, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Dec 11 → Dec 11, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Dec 11 → Dec 11, 2025
0 business days (counted)
Running total: 0 of ? biz days used
8d
▶ Clock Running
Status: Scheduled
Dec 11 → Dec 23, 2025
8 business days (counted)
Running total: 8 of ? biz days used
Created: Dec 11, 2025 Completed: Dec 23, 2025
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Dec 11 → Dec 11 Created ▶ Running 0 0
Dec 11 → Dec 11 Ready for Scheduling ▶ Running 0 0
Dec 11 → Dec 11 Assigned ▶ Running 0 0
Dec 11 → Dec 23 Scheduled ▶ Running 8 8
Dispatch 0.0d
Coordinators 8.4d
Field Work 0.0d
Billing 3.3d
✓ SLA Met
Dispatch
0.0 days
Coordinators
8.4 days
Over SLA
Field Work
0.0 days
Billing
3.3 days
Over SLA
Created: Dec 11, 2025 Due: Dec 23, 2025 Completed: Dec 23, 2025 (on time)
📅
8.4 days Total Age
⏱️
7.8d in Scheduled Longest Stage
🔄
7 transitions Status Changes
⚠️
12.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
10 lines Work Details
🏠
2 visits On-Site Trips
📋
Coordinator Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
Visit 1 Dec 21, 2025
Visit 2 Dec 22, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00547957
New Training Request. Keeping this open for OJT WOs. Waiting for Mentor to be determined.
Closed
1x for CBTs in EMSAR U Ending 1/10
Priority
High
Origin
Email
Reason
New Case
Contact
N/A
Owner
Kimberly Hardison
Created
Dec 2, 2025
Work Orders from this Case (5)
WO-01325001 Invoiced
Cross-Training • Todd Fogiel
Created: Dec 11, 2025 • Closed: Jan 11, 2026
WO-01325003 Invoiced
Cross-Training • Todd Fogiel
Created: Dec 11, 2025 • Closed: Jan 17, 2026
WO-01325004 Invoiced
Cross-Training • Todd Fogiel
Created: Dec 11, 2025 • Closed: Jan 16, 2026
WO-01325006 (current) Invoiced
Cross-Training • Todd Fogiel
Created: Dec 11, 2025 • Closed: Dec 22, 2025
WO-01325007 Canceled
Cross-Training
Created: Dec 11, 2025
Completed with significant delays
Invoiced • 83 days old
🚨
Primary Delay 7.8 days stuck in "Scheduled"
⏱️
Total Delay 12.1 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
0.5d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
7.8d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
5.0d / 1.0d SLA
Ready to Bill
3.3d / 1.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
Training with Eric colon Sn- L1178594 Mode - Model:30-A1062
🔍 Technician Findings
Training with Eric colon Sn- L1178594 Mode - Model:30-A1062
⚠️ Problem Description
2x OJT for Todd Fogiel w/ Eric Colon Week Ending 12/23 "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?:"

Timeline

📞
Case Linked Dec 2, 10:19 AM
Case Number: 00547957
Subject: New Training Request. Keeping this open for OJT WOs. Waiting for Mentor to be determined.
Status: Closed
⚠️ 8.0 business days
📋
▶
2 Work Order Created Dec 11, 12:07 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
▶
4 Technician Assigned Dec 11, 4:29 PM
Technician Assigned → Status: Assigned → Status: Scheduled → Dispatch Scheduled
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 4h 22m
🗓️
Status: Scheduled by Melissa Owens
From: Assigned
To: Scheduled
Duration in Previous: 1m
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-12-21T13:00:00.000+0000
⚠️ 5.9 business days
💵
2x Expenses Added Dec 18, 2:10 PM
Type: Expenses
Status: Open
Qty: 1
⏳ 3.0 business days
✔️
Status: Completed by Todd Fogiel Dec 22, 11:18 PM
From: Scheduled
To: Completed
Duration in Previous: 11d 6h
🚗
▶
2 8x Travel Added Dec 22, 11:24 PM
8x Travel Added → Status: Closed
🏁
Status: Closed by Todd Fogiel
From: Completed
To: Closed
Duration in Previous: 7m
⚠️ 5.1 business days
📄
Status: Ready to Bill by Diane Patton Dec 30, 4:56 PM
From: Closed
To: Ready to Bill
Duration in Previous: 7d 17h
⏳ 3.9 business days
📨
▶
2 Status: Invoice Pending Jan 5, 4:20 PM
Status: Invoice Pending → Invoice Created
🧾
Invoice Created
Invoice Number: SM-250516

Bottlenecks

Scheduled
Duration: 7.8 business days (threshold: 2.0 business days)
Exceeded by 5.8 business days
Closed
Duration: 5.0 business days (threshold: 1.0 business days)
Exceeded by 4.0 business days
Ready to Bill
Duration: 3.3 business days (threshold: 1.0 business days)
Exceeded by 2.3 business days

🔗 Related Artifacts

📞
Case 00547957
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Cross-Training
Branch
N/A
Technician
Todd Fogiel
Scheduled
Dec 21, 8:00 AM
Created
Dec 11, 12:07 PM
Invoice #
SM-250516

Work Details (10)

Name Type Status Qty Amount Date
WL-03042038 Expenses Open 1 $0.00 Dec 18, 2:10 PM
WL-03042039 Expenses Open 1 $0.00 Dec 18, 2:10 PM
WL-03045911 Travel Open 289 $0.00 Dec 22, 11:24 PM
WL-03045912 Expenses Open 1 $0.00 Dec 22, 11:24 PM
WL-03045913 Labor Open 5 $0.00 Dec 22, 11:24 PM
WL-03045914 Labor Open 2 $0.00 Dec 22, 11:24 PM
WL-03045915 Labor Open 0.25 $0.00 Dec 22, 11:24 PM
WL-03045916 Labor Open 5 $0.00 Dec 22, 11:24 PM
WL-03045917 Travel Open 285 $0.00 Dec 22, 11:24 PM
WL-03045918 Expenses Open 1 $0.00 Dec 22, 11:24 PM

Details