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← WO Overview

WO-01327092 ↗ ServiceMax

EMSAR HOUSE ACCOUNT • Cross-Training • PC

📍 Mohamed Shareed Trunk Stock — 1731 Bogart Ave Suite 1, Bronx NY, 10462

Dec 17, 2025 → Jan 11, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Jan 10, 2026
✗ SLA Missed (1 biz days late)
Active: 16 biz days
🕐 Clock stopped: Completed (Jan 12, 2026)
▶ 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 18, 2025
1 business day (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Assigned
Dec 18 → Dec 19, 2025
1 business day (counted)
Running total: 2 of ? biz days used
14d
▶ Clock Running
Status: Scheduled
Dec 19 → Jan 12, 2026
14 business days (counted)
Running total: 16 of ? biz days used
Created: Dec 17, 2025 Completed: Jan 12, 2026
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Dec 17 → Dec 17 Created ▶ Running 0 0
Dec 17 → Dec 18 Ready for Scheduling ▶ Running 1 1
Dec 18 → Dec 19 Assigned ▶ Running 1 2
Dec 19 → Jan 12 Scheduled ▶ Running 14 16
Dispatch 0.0d
Coordinators 17.6d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
17.6 days
Over SLA
Created: Dec 17, 2025 Due: Jan 10, 2026 Completed: Jan 12, 2026 (1 days late)
📅
15.6 days Total Age
⏱️
14.4d in Scheduled Longest Stage
🔄
5 transitions Status Changes
⚠️
14.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
33 lines Work Details
🚩
5 visits On-Site Trips
📋
Coordinator Scheduling
🚨
5 On-Site Visits
5 on-site visits — critical red flag: repeated failure to resolve
Visit 1 Jan 5, 2026
Visit 2 Jan 6, 2026
Visit 3 Jan 7, 2026
Visit 4 Jan 8, 2026
Visit 5 Jan 9, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00552552
HCP OJT WO Request
Closed
HCP OJT WO for Chris Carroll to complete week 1 of training with Mohamed Shareed? Due date will be 1/10/2026 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 17, 2025
Work Orders from this Case (1)
WO-01327092 (current) Invoiced
Cross-Training • Christopher Carroll
Created: Dec 17, 2025 • Closed: Jan 11, 2026
Completed with significant delays
Invoiced • 77 days old
🚨
Primary Delay 14.4 days stuck in "Scheduled"
⏱️
Total Delay 14.1 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
1.3d / 1.0d SLA
Assigned
2.0d / 0.5d SLA
Scheduled
14.4d / 2.0d SLA
Closed
1.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
Trained on HCP multiple equip & EBT
🔍 Technician Findings
Trained on HCP multiple equip & EBT
⚠️ Problem Description
HCP OJT WO for Chris Carroll to complete week 1 of training with Mohamed Shareed? Due date will be 1/10/2026 Q: Service Type (pm, repair, other)?: Q: Make / Model?: Q: Service Performed?: Q: Mentor?:

Timeline

📞
Case Linked Dec 17, 2:58 PM
Case Number: 00552552
Subject: HCP OJT WO Request
Status: Closed
📋
▶
2 Work Order Created Dec 17, 4:55 PM
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 18, 10:58 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 18h 2m
📅
▶
2 Dispatch Scheduled Dec 19, 8:39 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Matthew Bateman
From: Assigned
To: Scheduled
Duration in Previous: 21h 41m
💵
3x Expenses Added Dec 19, 3:51 PM
Type: Expenses
Status: Open
Qty: 1
🚨 13.0 business days
⏱️
Labor Added Jan 8, 8:18 PM
Type: Labor
Status: Open
Qty: 10.5
⏱️
3x Labor Added Jan 8, 8:34 PM
Type: Labor
Status: Open
Qty: 2, 6
⏱️
3x Labor Added Jan 8, 8:46 PM
Type: Labor
Status: Open
Qty: 3
🚗
4x Travel Added Jan 8, 8:54 PM
Type: Travel
Status: Open
Qty: 188, 122
💵
▶
3 5x Expenses Added Jan 8, 9:04 PM
5x Expenses Added → Expenses Added → 2x Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
💵
2x Expenses Added
Type: Expenses
Status: Open
Qty: 1
💵
Expenses Added Jan 8, 9:14 PM
Type: Expenses
Status: Open
Qty: 1
⏱️
3x Labor Added Jan 8, 9:25 PM
Type: Labor
Status: Open
Qty: 2
⏳ 1.3 business days
⏱️
▶
3 Labor Added Jan 10, 10:47 AM
Labor Added → Labor Added → Labor Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 5
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 3
🚗
▶
2 2x Travel Added Jan 10, 10:54 AM
2x Travel Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
💵
Expenses Added Jan 10, 11:04 AM
Type: Expenses
Status: Open
Qty: 1
⏳ 0.0 business days
✔️
Status: Completed by Matthew Bateman Jan 11, 9:48 PM
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 23d 13h, 0m
📄
▶
2 Status: Ready to Bill Jan 12, 12:45 PM
Status: Ready to Bill → Invoice Created
🧾
Invoice Created
Invoice Number: SM-250993

Bottlenecks

Ready for Scheduling
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.1 business hours
Assigned
Duration: 2.0 business days (threshold: 4.0 business hours)
Exceeded by 1.5 business days
Scheduled
Duration: 14.4 business days (threshold: 2.0 business days)
Exceeded by 12.4 business days

🔗 Related Artifacts

📞
Case 00552552
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Cross-Training
Branch
N/A
Technician
Christopher Carroll
Scheduled
Jan 4, 7:00 AM
Created
Dec 17, 4:55 PM
Invoice #
SM-250993

Work Details (33)

Name Type Status Qty Amount Date
WL-03043679 Expenses Open 1 $0.00 Dec 19, 3:51 PM
WL-03043677 Expenses Open 1 $0.00 Dec 19, 3:51 PM
WL-03043678 Expenses Open 1 $0.00 Dec 19, 3:51 PM
WL-03058468 Labor Open 10.5 $0.00 Jan 8, 8:18 PM
WL-03058528 Labor Open 2 $0.00 Jan 8, 8:34 PM
WL-03058526 Labor Open 2 $0.00 Jan 8, 8:34 PM
WL-03058527 Labor Open 6 $0.00 Jan 8, 8:34 PM
WL-03058539 Labor Open 3 $0.00 Jan 8, 8:46 PM
WL-03058540 Labor Open 3 $0.00 Jan 8, 8:46 PM
WL-03058541 Labor Open 3 $0.00 Jan 8, 8:46 PM
WL-03058569 Travel Open 188 $0.00 Jan 8, 8:54 PM
WL-03058571 Travel Open 122 $0.00 Jan 8, 8:54 PM
WL-03058568 Travel Open 188 $0.00 Jan 8, 8:54 PM
WL-03058570 Travel Open 122 $0.00 Jan 8, 8:54 PM
WL-03058584 Expenses Open 1 $0.00 Jan 8, 9:04 PM
WL-03058585 Expenses Open 1 $0.00 Jan 8, 9:04 PM
WL-03058586 Expenses Open 1 $0.00 Jan 8, 9:04 PM
WL-03058587 Expenses Open 1 $0.00 Jan 8, 9:04 PM
WL-03058588 Expenses Open 1 $0.00 Jan 8, 9:04 PM
WL-03058591 Expenses Open 1 $0.00 Jan 8, 9:06 PM
WL-03058598 Expenses Open 1 $0.00 Jan 8, 9:08 PM
WL-03058597 Expenses Open 1 $0.00 Jan 8, 9:08 PM
WL-03058611 Expenses Open 1 $0.00 Jan 8, 9:14 PM
WL-03058639 Labor Open 2 $0.00 Jan 8, 9:25 PM
WL-03058640 Labor Open 2 $0.00 Jan 8, 9:25 PM
WL-03058641 Labor Open 2 $0.00 Jan 8, 9:25 PM
WL-03060654 Labor Open 3 $0.00 Jan 10, 10:47 AM
WL-03060655 Labor Open 5 $0.00 Jan 10, 10:49 AM
WL-03060656 Labor Open 3 $0.00 Jan 10, 10:51 AM
WL-03060657 Travel Open 190 $0.00 Jan 10, 10:54 AM
WL-03060658 Travel Open 190 $0.00 Jan 10, 10:54 AM
WL-03060661 Expenses Open 1 $0.00 Jan 10, 10:56 AM
WL-03060671 Expenses Open 1 $0.00 Jan 10, 11:04 AM

Details