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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01327069 ↗ ServiceMax

EMSAR HOUSE ACCOUNT • Cross-Training • PC

📍 Zachary Stieben Trunk Stock — 931 Cedar Creek, Wylie TX, 75098

Dec 17, 2025 → Dec 30, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Dec 31, 2025
✓ SLA Met
Active: 9 biz days
🕐 Clock stopped: Completed (Dec 31, 2025)
▶ Clock Running
Status: Created
Dec 17 → Dec 17, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Dec 17 → Dec 17, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Dec 17 → Dec 17, 2025
0 business days (counted)
Running total: 0 of ? biz days used
9d
▶ Clock Running
Status: Scheduled
Dec 17 → Dec 31, 2025
9 business days (counted)
Running total: 9 of ? biz days used
Created: Dec 17, 2025 Completed: Dec 31, 2025
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Dec 17 → Dec 17 Created ▶ Running 0 0
Dec 17 → Dec 17 Ready for Scheduling ▶ Running 0 0
Dec 17 → Dec 17 Assigned ▶ Running 0 0
Dec 17 → Dec 31 Scheduled ▶ Running 9 9
Dispatch 0.0d
Coordinators 8.8d
✓ SLA Met
Dispatch
0.0 days
Coordinators
8.8 days
Over SLA
Created: Dec 17, 2025 Due: Dec 31, 2025 Completed: Dec 31, 2025 (on time)
📅
8.8 days Total Age
⏱️
8.7d in Scheduled Longest Stage
🔄
5 transitions Status Changes
⚠️
6.7d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
11 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 29, 2025
Visit 2 Dec 30, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00552484
HCP OJT WO Request
Closed
HCP OJT WO for Chris Carroll to work with Mohamed Shareed for week 2 of training? Due date will be 12.31 "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?:"
Priority
Standard
Origin
Email
Reason
New Case
Contact
Matt Bateman
Owner
Kimberly Hardison
Created
Dec 17, 2025
Work Orders from this Case (1)
WO-01327069 (current) Invoiced
Cross-Training • Christopher Carroll
Created: Dec 17, 2025 • Closed: Dec 30, 2025
Completed with minor delays
Invoiced • 77 days old
🚨
Primary Delay 8.7 days stuck in "Scheduled"
⏱️
Total Delay 6.7 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
0.0d / 0.5d SLA
Scheduled
8.7d / 2.0d SLA
Closed
1.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
OJT w/ Zack Reviewed several different units & tested. Input in EBT
🔍 Technician Findings
OJT w/ Zack Reviewed several different units & tested. Input in EBT
⚠️ Problem Description
HCP OJT WO for Chris Carroll to work with Zachary Stieben Due date will be 12.31 "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 17, 1:13 PM
Case Number: 00552484
Subject: HCP OJT WO Request
Status: Closed
📋
▶
2 Work Order Created Dec 17, 3:00 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
👷
▶
2 Technician Assigned Dec 17, 3:58 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 56m
🗓️
▶
2 Status: Scheduled Dec 17, 4:06 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Matthew Bateman
Scheduled For: 2025-12-29T11:00:00.000+0000
💵
2x Expenses Added Dec 17, 4:19 PM
Type: Expenses
Status: Open
Qty: 1
⚠️ 9.0 business days
⏱️
9x Labor Added Dec 30, 8:45 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 5, 1.5, 4.5, 6, 330, 58, 388
✔️
Status: Completed by Christopher Carroll Dec 30, 9:47 PM
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 13d 5h, 0m
📄
Status: Ready to Bill by Diane Patton Dec 31, 10:35 AM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 12h 48m, 0m
⏳ 2.0 business days
🧾
Invoice Created Jan 2, 10:19 PM
Invoice Number: SM-250198

Bottlenecks

Scheduled
Duration: 8.7 business days (threshold: 2.0 business days)
Exceeded by 6.7 business days

🔗 Related Artifacts

📞
Case 00552484
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Cross-Training
Branch
N/A
Technician
Christopher Carroll
Scheduled
Dec 29, 6:00 AM
Created
Dec 17, 3:00 PM
Invoice #
SM-250198

Work Details (11)

Name Type Status Qty Amount Date
WL-03040891 Expenses Open 1 $0.00 Dec 17, 4:19 PM
WL-03040892 Expenses Open 1 $0.00 Dec 17, 4:19 PM
WL-03050446 Labor Open 5 $0.00 Dec 30, 8:45 PM
WL-03050447 Labor Open 1.5 $0.00 Dec 30, 8:45 PM
WL-03050448 Labor Open 4.5 $0.00 Dec 30, 8:45 PM
WL-03050449 Labor Open 6 $0.00 Dec 30, 8:45 PM
WL-03050450 Travel Open 330 $0.00 Dec 30, 8:45 PM
WL-03050451 Travel Open 58 $0.00 Dec 30, 8:45 PM
WL-03050452 Travel Open 388 $0.00 Dec 30, 8:45 PM
WL-03050453 Expenses Open 1 $0.00 Dec 30, 8:45 PM
WL-03050454 Expenses Open 1 $0.00 Dec 30, 8:45 PM

Details