Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01337327 ↗ ServiceMax

EMSAR HOUSE ACCOUNT • Cross-Training • PC

📍 Darek Kirkpatrick Trunk Stock — 454 Baird St, Minoa NY, 13116

Jan 12, 2026 → Jan 23, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Jan 31, 2026
✓ SLA Met (5 biz days early)
Active: 8 biz days
🕐 Clock stopped: Canceled (Jan 23, 2026)
▶ Clock Running
Status: Created
Jan 12 → Jan 12, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 12 → Jan 12, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Jan 12 → Jan 12, 2026
0 business days (counted)
Running total: 0 of ? biz days used
8d
▶ Clock Running
Status: Scheduled
Jan 12 → Jan 23, 2026
8 business days (counted)
Running total: 8 of ? biz days used
Created: Jan 12, 2026 Canceled: Jan 23, 2026
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Jan 12 → Jan 12 Created ▶ Running 0 0
Jan 12 → Jan 12 Ready for Scheduling ▶ Running 0 0
Jan 12 → Jan 12 Assigned ▶ Running 0 0
Jan 12 → Jan 23 Scheduled ▶ Running 8 8
Dispatch 0.0d
Coordinators 8.9d
Billing 1.1d
✓ SLA Met
Dispatch
0.0 days
Coordinators
8.9 days
Over SLA
Billing
1.1 days
Created: Jan 12, 2026 Due: Jan 31, 2026 Completed: Jan 23, 2026 (8 days early)
📅
8.8 days Total Age
⏱️
8.7d in Scheduled Longest Stage
🔄
8 transitions Status Changes
⚠️
7.9d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
0 lines Work Details
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00557920
New Training Request
Closed
1x for CBTs for HCP Pre-training ending 1/31/2026 Course: HCP Technician: Hector Castaneda Start Date: 2026-02-10 Mentor: Darek Kirkpatrick Notes: TR submitted based on PAF
Priority
High
Origin
Email
Reason
New Case
Contact
N/A
Owner
Shelby Robinson
Created
Jan 12, 2026
Work Orders from this Case (4)
WO-01337325 Invoiced
Cross-Training • Hector Castaneda
Created: Jan 12, 2026 • Closed: Jan 23, 2026
WO-01337327 (current) Canceled
Cross-Training • Hector Castaneda
Created: Jan 12, 2026 • Closed: Jan 23, 2026
WO-01337329 Invoiced
Cross-Training • Hector Castaneda
Created: Jan 12, 2026 • Closed: Feb 6, 2026
WO-01337330 Canceled
Cross-Training
Created: Jan 12, 2026
At Risk - Monitor Closely
Canceled • 51 days old
🚨
Primary Delay 8.7 days stuck in "Scheduled"
⏱️
Total Delay 7.9 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
Scheduled
8.7d / 2.0d SLA
Closed
2.7d / 1.0d SLA
Billing Review
0.0d / 2.0d SLA
WO Correction Needed
1.1d
Reschedule
0.1d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

1/28 KSmith -- Teams message from Shawn WO needs cancelled. Extra WO that is not needed. Sent teams message to Stephanie to cancel WO, since WO has already been closed ASC cannot return to dispatch to have cancelled (Gives error message)

🔧 Work Performed
OJT
🔍 Technician Findings
OJT
⚠️ Problem Description
2x 1week OJT work orders w/ week ending 1/31/2025 Course: HCP Technician: Hector Castaneda Start Date: 2026-02-10 Mentor: Darek Kirkpatrick Notes: TR submitted based on PAF Q: Service Type (pm, repair, other)?: Q: Make / Model?: Q: Service Performed?: Q: Mentor? :Darek Kirkpatrick

Timeline

📞
Case Linked Jan 12, 8:30 AM
Case Number: 00557920
Subject: New Training Request
Status: Closed
📋
2 Work Order Created Jan 12, 12:52 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
3 Technician Assigned Jan 12, 1:37 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 44m, 0m
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-01-26T13:00:00.000+0000
⚠️ 9.0 business days
✔️
Status: Completed by Hector Castaneda Jan 23, 5:20 PM
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 11d 3h, 0m
2.8 business days
📄
2 Status: Ready to Bill Jan 27, 1:47 PM
Status: Ready to Bill → Status: Closed
🏁
Status: Closed by Diane Patton
From: Billing Review
To: Closed
Duration in Previous: 0m
✏️
Status: WO Correction Needed by Diane Patton Jan 27, 6:00 PM
From: Closed
To: WO Correction Needed
Duration in Previous: 4h 11m
🔄
Status: Reschedule by Shawn Rogers Jan 28, 8:08 AM
From: WO Correction Needed
To: Reschedule
Duration in Previous: 14h 7m
🚫
Status: Canceled by Stephanie Ramen Jan 28, 8:54 AM
From: Reschedule
To: Canceled
Duration in Previous: 46m

Bottlenecks

Scheduled
Duration: 8.7 business days (threshold: 2.0 business days)
Exceeded by 6.7 business days
Closed
Duration: 2.2 business days (threshold: 1.0 business days)
Exceeded by 1.2 business days

🔗 Related Artifacts

📞
Case 00557920
Closed

ℹ️ Work Order Details

Status
Canceled
Priority
PC
Type
Cross-Training
Branch
N/A
Technician
Hector Castaneda
Scheduled
N/A
Created
Jan 12, 12:52 PM
Invoice #
N/A

Details