Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01337329 ↗ ServiceMax

EMSAR HOUSE ACCOUNT • Cross-Training • PC

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

Jan 12, 2026 → Feb 6, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Feb 7, 2026
✓ SLA Met
Active: 18 biz days
🕐 Clock stopped: Completed (Feb 7, 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
18d
▶ Clock Running
Status: Scheduled
Jan 12 → Feb 7, 2026
18 business days (counted)
Running total: 18 of ? biz days used
Created: Jan 12, 2026 Completed: Feb 7, 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 → Feb 7 Scheduled ▶ Running 18 18
Dispatch 0.0d
Coordinators 18.8d
✓ SLA Met
Dispatch
0.0 days
Coordinators
18.8 days
Over SLA
Created: Jan 12, 2026 Due: Feb 7, 2026 Completed: Feb 7, 2026 (on time)
📅
18.8 days Total Age
⏱️
18.7d in Scheduled Longest Stage
🔄
5 transitions Status Changes
⚠️
18.7d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
13 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 Feb 2, 2026
Visit 2 Feb 3, 2026
Visit 3 Feb 4, 2026
Visit 4 Feb 5, 2026
Visit 5 Feb 6, 2026

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 Canceled
Cross-Training • Hector Castaneda
Created: Jan 12, 2026 • Closed: Jan 23, 2026
WO-01337329 (current) Invoiced
Cross-Training • Hector Castaneda
Created: Jan 12, 2026 • Closed: Feb 6, 2026
WO-01337330 Canceled
Cross-Training
Created: Jan 12, 2026
Completed with significant delays
Invoiced • 51 days old
🚨
Primary Delay 18.7 days stuck in "Scheduled"
⏱️
Total Delay 18.7 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
Scheduled
18.7d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
3.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
2/2/2026 - OJT - TRAVELED FROM BUFFALO TO SYRACUSE. EMSARU COURSES & MIDMARK COURSES. 2/3/2026 - OJT - MIDMARK/EMASRU COURSE WORK. 2/4/2026 - OJT - MIDMARK COURSE WORK. 2/5/2026 - OJT - MIDMARK COURSES 2/6/2026 - OJT- TRAVEL FROM SYRACUSE TO BUFFALO & MIDMARK COURSES.
🔍 Technician Findings
2/2/2026 - OJT - TRAVELED FROM BUFFALO TO SYRACUSE. EMSARU COURSES & MIDMARK COURSES. 2/3/2026 - OJT - MIDMARK/EMASRU COURSE WORK. 2/4/2026 - OJT - MIDMARK COURSE WORK. 2/5/2026 - OJT - MIDMARK COURSES 2/6/2026 - OJT- TRAVEL FROM SYRACUSE TO BUFFALO & MIDMARK COURSES.
⚠️ Problem Description
2x 1week OJT work orders w/ week ending 2/7/2026 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, 12:53 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: 43m, 0m
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-02-02T13:00:00.000+0000
🚨 13.0 business days
💵
2x Expenses Added Jan 29, 10:16 AM
Type: Expenses
Status: Open
Qty: 1
⏳ 3.0 business days
⏱️
Labor Added Feb 2, 4:45 PM
Type: Labor
Status: Open
Qty: 10.166666666667
⏱️
3x Labor Added Feb 3, 4:39 PM
Type: Labor, Expenses
Status: Open
Qty: 8.75, 1
⏳ 1.9 business days
💵
▶
2 2x Expenses Added Feb 4, 6:03 PM
2x Expenses Added → Labor Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 11.083333333333
💵
Expenses Added Feb 5, 1:41 PM
Type: Expenses
Status: Open
Qty: 1
⏱️
Labor Added Feb 5, 4:30 PM
Type: Labor
Status: Open
Qty: 9
⏳ 1.9 business days
⏱️
2x Labor Added Feb 6, 8:54 PM
Type: Labor, Expenses
Status: Open
Qty: 9.75, 1
✔️
▶
2 Status: Completed Feb 6, 9:02 PM
Status: Completed → Status: Closed
🏁
Status: Closed by Hector Castaneda
From: Completed
To: Closed
Duration in Previous: 1m
⏳ 3.4 business days
📄
Status: Ready to Bill by Diane Patton Feb 11, 10:31 AM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 4d 13h, 0m
⏳ 3.0 business days
🧾
Invoice Created Feb 16, 8:58 AM
Invoice Number: SM-253569

Bottlenecks

Scheduled
Duration: 18.7 business days (threshold: 2.0 business days)
Exceeded by 16.7 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00557920
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Cross-Training
Branch
N/A
Technician
Hector Castaneda
Scheduled
Feb 2, 8:00 AM
Created
Jan 12, 12:53 PM
Invoice #
SM-253569

Work Details (13)

Name Type Status Qty Amount Date
WL-03083110 Expenses Open 1 $0.00 Jan 29, 10:16 AM
WL-03083111 Expenses Open 1 $0.00 Jan 29, 10:16 AM
WL-03088444 Labor Open 10.166666666667 $0.00 Feb 2, 4:45 PM
WL-03089808 Labor Open 8.75 $0.00 Feb 3, 4:39 PM
WL-03089809 Expenses Open 1 $0.00 Feb 3, 4:39 PM
WL-03089810 Expenses Open 1 $0.00 Feb 3, 4:39 PM
WL-03091848 Expenses Open 1 $0.00 Feb 4, 6:03 PM
WL-03091849 Expenses Open 1 $0.00 Feb 4, 6:03 PM
WL-03091884 Labor Open 11.083333333333 $0.00 Feb 4, 6:07 PM
WL-03093228 Expenses Open 1 $0.00 Feb 5, 1:41 PM
WL-03093759 Labor Open 9 $0.00 Feb 5, 4:30 PM
WL-03096197 Labor Open 9.75 $0.00 Feb 6, 8:54 PM
WL-03096198 Expenses Open 1 $0.00 Feb 6, 8:55 PM

Details