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Detailed work order timeline, KPIs, and analysis

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WO-01327416 ↗ ServiceMax

EMSAR HOUSE ACCOUNT • Cross-Training • PC

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

Dec 19, 2025 → Jan 7, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Jan 9, 2026
✓ SLA Met (1 biz days early)
Active: 12 biz days
🕐 Clock stopped: Completed (Jan 8, 2026)
▶ Clock Running
Status: Created
Dec 19 → Dec 19, 2025
0 business days (counted)
Running total: 0 of ? biz days used
1d
▶ Clock Running
Status: Ready for Scheduling
Dec 19 → Dec 22, 2025
1 business day (counted)
Running total: 1 of ? biz days used
4d
▶ Clock Running
Status: Assigned
Dec 22 → Dec 29, 2025
4 business days (counted)
Running total: 5 of ? biz days used
7d
▶ Clock Running
Status: Scheduled
Dec 29 → Jan 8, 2026
7 business days (counted)
Running total: 12 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jan 8 → Jan 8, 2026
0 business days (counted)
Running total: 12 of ? biz days used
Created: Dec 19, 2025 Completed: Jan 8, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Dec 19 → Dec 19 Created ▶ Running 0 0
Dec 19 → Dec 22 Ready for Scheduling ▶ Running 1 1
Dec 22 → Dec 29 Assigned ▶ Running 4 5
Dec 29 → Jan 8 Scheduled ▶ Running 7 12
Jan 8 → Jan 8 Tech On Site ▶ Running 0 12
Dispatch 0.0d
Coordinators 14.3d
Field Work 0.0d
Billing 0.0d
✓ SLA Met
Dispatch
0.0 days
Coordinators
14.3 days
Over SLA
Field Work
0.0 days
Billing
0.0 days
Created: Dec 19, 2025 Due: Jan 9, 2026 Completed: Jan 8, 2026 (1 days early)
📅
12.3 days Total Age
⏱️
7.4d in Scheduled Longest Stage
🔄
7 transitions Status Changes
⚠️
10.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
1 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00553079
New Training Request
Closed
Dispatch please issue a training work order for CBT in EMSAR U for this technician
Priority
High
Origin
Email
Reason
New Case
Contact
N/A
Owner
Leona Coonrod
Created
Dec 19, 2025
Work Orders from this Case (1)
WO-01327416 (current) Invoiced
Cross-Training • Christopher Womack
Created: Dec 19, 2025 • Closed: Jan 7, 2026
Completed with significant delays
Invoiced • 75 days old
🚨
Primary Delay 7.4 days stuck in "Scheduled"
⏱️
Total Delay 10.8 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
1.9d / 1.0d SLA
Assigned
4.9d / 0.5d SLA
Scheduled
7.4d / 2.0d SLA
Tech On Site
0.0d / 1.0d SLA
Closed
1.0d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
completed training
🔍 Technician Findings
completed training
⚠️ Problem Description
Dispatch please issue a training work order for CBT in EMSAR U for this technician

Timeline

📞
Case Linked Dec 19, 9:38 AM
Case Number: 00553079
Subject: New Training Request
Status: Closed
📋
▶
2 Work Order Created Dec 19, 11:39 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Leona Coonrod
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⏳ 2.0 business days
👷
▶
2 Technician Assigned Dec 22, 11:34 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Stephanie Ramen
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2d 23h
⚠️ 5.0 business days
🗓️
▶
2 Status: Scheduled Dec 29, 9:11 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-01-09T21:00:00.000+0000
⚠️ 7.0 business days
📅
Dispatch Scheduled by Kaitlyn Kelch Jan 7, 2:49 PM
Scheduled For: 2026-01-09T22:30:00.000+0000
🔧
▶
3 Status: Tech On Site Jan 7, 10:18 PM
Status: Tech On Site → Labor Added → Status: Completed
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 1
✔️
Status: Completed by Christopher Womack
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 2m, 0m
📅
Dispatch Scheduled by Christopher Womack Jan 8, 3:05 PM
Scheduled For: 2026-01-08T03:00:00.000+0000
📄
▶
2 Status: Ready to Bill Jan 8, 4:50 PM
Status: Ready to Bill → Status: Invoice Pending
📨
Status: Invoice Pending by Diane Patton
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 1m, 0m
⏳ 1.9 business days
🧾
Invoice Created Jan 9, 5:38 PM
Invoice Number: SM-250862

Bottlenecks

Ready for Scheduling
Duration: 1.9 business days (threshold: 1.0 business days)
Exceeded by 7.3 business hours
Assigned
Duration: 4.9 business days (threshold: 4.0 business hours)
Exceeded by 4.4 business days
Scheduled
Duration: 7.4 business days (threshold: 2.0 business days)
Exceeded by 5.4 business days

🔗 Related Artifacts

📞
Case 00553079
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Cross-Training
Branch
N/A
Technician
Christopher Womack
Scheduled
Jan 7, 10:00 PM
Created
Dec 19, 11:39 AM
Invoice #
SM-250862

Work Details (1)

Name Type Status Qty Amount Date
WL-03057167 Labor Open 1 $0.00 Jan 7, 10:20 PM

Details