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← WO Overview

WO-01337233 ↗ ServiceMax

EMSAR HOUSE ACCOUNT • Cross-Training • PC

📍 EMSAR- HCP Training- East — 270 Davids Dr, Wilmington OH, 45177

Jan 12, 2026 → Feb 16, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Feb 14, 2026
✗ SLA Missed
Active: 23 biz days
🕐 Clock stopped: Tech Off Site (Feb 15, 2026)
▶ Clock Running
Status: Created
Jan 12 → Jan 12, 2026
0 business days (counted)
Running total: 0 of ? biz days used
3d
▶ Clock Running
Status: Ready for Scheduling
Jan 12 → Jan 15, 2026
3 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Assigned
Jan 15 → Jan 15, 2026
0 business days (counted)
Running total: 3 of ? biz days used
20d
▶ Clock Running
Status: Scheduled
Jan 15 → Feb 15, 2026
20 business days (counted)
Running total: 23 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 15 → Feb 15, 2026
0 business days (counted)
Running total: 23 of ? biz days used
Created: Jan 12, 2026 Tech Off Site: Feb 15, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Jan 12 → Jan 12 Created ▶ Running 0 0
Jan 12 → Jan 15 Ready for Scheduling ▶ Running 3 3
Jan 15 → Jan 15 Assigned ▶ Running 0 3
Jan 15 → Feb 15 Scheduled ▶ Running 20 23
Feb 15 → Feb 15 Tech On Site ▶ Running 0 23
Dispatch 0.0d
Coordinators 25.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
25.0 days
Over SLA
Created: Jan 12, 2026 Due: Feb 14, 2026 Completed: Feb 16, 2026 (1 days late)
📅
24.0 days Total Age
⏱️
21.0d in Scheduled Longest Stage
🔄
6 transitions Status Changes
⚠️
23.0d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00556472
1/12 chat'd Butler/Dempsey for Andy P last name (two other WOs have been created)
Closed
Dispatch please create 4 Training Work Orders for this technician 1x for CBTs for HCP Pre-training ending 1/31/2026 2x 1week OJT work orders w/ week ending 1/31/2025 & 2/7/2026 1x for classroom week ending 2/14/2026 Q: Service Type (pm, repair, other)?: Q: Make / Model?: Q: Service Performed?: Q: Mentor?:
Priority
High
Origin
Email
Reason
New Case
Contact
N/A
Owner
Sherry Reich
Created
Jan 6, 2026
Work Orders from this Case (4)
WO-01337230 Invoiced
Cross-Training • Brandon Rodriguez
Created: Jan 12, 2026 • Closed: Jan 26, 2026
WO-01337233 (current) Invoiced
Cross-Training • Brandon Rodriguez
Created: Jan 12, 2026 • Closed: Feb 16, 2026
WO-01337260 Invoiced
Cross-Training • Brandon Rodriguez
Created: Jan 12, 2026 • Closed: Feb 1, 2026
WO-01337261 Invoiced
Cross-Training • Brandon Rodriguez
Created: Jan 12, 2026 • Closed: Feb 9, 2026
Completed with significant delays
Invoiced • 51 days old
🚨
Primary Delay 21.0 days stuck in "Scheduled"
⏱️
Total Delay 23.0 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
4.0d / 1.0d SLA
Scheduled
21.0d / 2.0d SLA
Tech Off Site
0.0d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
OJT
🔍 Technician Findings
OJT
⚠️ Problem Description
1x for classroom week ending 2/14/2026

Timeline

📞
Case Linked Jan 6, 1:53 PM
Case Number: 00556472
Subject: 1/12 chat'd Butler/Dempsey for Andy P last name (two other WOs have been created)
Status: Closed
⚠️ 5.0 business days
📋
▶
2 Work Order Created Jan 12, 9:41 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⏳ 4.0 business days
👷
▶
3 Technician Assigned Jan 15, 9:18 AM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 2d 23h, 0m
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-02-09T15:00:00.000+0000
💵
3x Expenses Added Jan 15, 10:09 AM
Type: Expenses
Status: Open
Qty: 1
🚨 21.0 business days
🔧
Status: Tech On Site by Brandon Rodriguez Feb 15, 11:58 AM
From: Scheduled, Tech On Site
To: Tech On Site, Tech Off Site
Duration in Previous: 31d 2h, 0m
⏳ 0.0 business days
✔️
▶
2 Status: Completed Feb 16, 3:50 PM
Status: Completed → Status: Closed
🏁
Status: Closed by Craig Dempsey
From: Completed
To: Closed
Duration in Previous: 1m
⏳ 2.0 business days
📄
▶
2 Status: Ready to Bill Feb 18, 3:41 PM
Status: Ready to Bill → Invoice Created
🧾
Invoice Created
Invoice Number: SM-254312

Bottlenecks

Ready for Scheduling
Duration: 4.0 business days (threshold: 1.0 business days)
Exceeded by 3.0 business days
Scheduled
Duration: 21.0 business days (threshold: 2.0 business days)
Exceeded by 19.0 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00556472
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Cross-Training
Branch
N/A
Technician
Brandon Rodriguez
Scheduled
Feb 9, 10:00 AM
Created
Jan 12, 9:41 AM
Invoice #
SM-254312

Work Details (3)

Name Type Status Qty Amount Date
WL-03065931 Expenses Open 1 $0.00 Jan 15, 10:09 AM
WL-03065932 Expenses Open 1 $0.00 Jan 15, 10:09 AM
WL-03065933 Expenses Open 1 $0.00 Jan 15, 10:09 AM

Details