Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01337330 ↗ ServiceMax

EMSAR HOUSE ACCOUNT • Cross-Training • PC

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

Jan 12, 2026 → Feb 20, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Feb 27, 2026
✓ SLA Met (5 biz days early)
Active: 27 biz days
🕐 Clock stopped: Canceled (Feb 20, 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
23d
▶ Clock Running
Status: Scheduled
Jan 12 → Feb 13, 2026
23 business days (counted)
Running total: 23 of ? biz days used
▶ Clock Running
Status: Entered
Feb 13 → Feb 13, 2026
0 business days (counted)
Running total: 23 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 13 → Feb 13, 2026
0 business days (counted)
Running total: 23 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 13 → Feb 13, 2026
0 business days (counted)
Running total: 23 of ? biz days used
4d
▶ Clock Running
Status: Scheduled
Feb 13 → Feb 20, 2026
4 business days (counted)
Running total: 27 of ? biz days used
▶ Clock Running
Status: Entered
Feb 20 → Feb 20, 2026
0 business days (counted)
Running total: 27 of ? biz days used
Created: Jan 12, 2026 Canceled: Feb 20, 2026
Show SLA Clock Detail (9 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 13 Scheduled ▶ Running 23 23
Feb 13 → Feb 13 Entered ▶ Running 0 23
Feb 13 → Feb 13 Ready for Scheduling ▶ Running 0 23
Feb 13 → Feb 13 Assigned ▶ Running 0 23
Feb 13 → Feb 20 Scheduled ▶ Running 4 27
Feb 20 → Feb 20 Entered ▶ Running 0 27
Dispatch 0.4d
Coordinators 28.3d
✓ SLA Met
Dispatch
0.4 days
Coordinators
28.3 days
Over SLA
Created: Jan 12, 2026 Due: Feb 27, 2026 Completed: Feb 20, 2026 (7 days early)
📅
27.8 days Total Age
⏱️
23.7d in Scheduled Longest Stage
🔄
7 transitions Status Changes
⚠️
24.2d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details

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 Invoiced
Cross-Training • Hector Castaneda
Created: Jan 12, 2026 • Closed: Feb 6, 2026
WO-01337330 (current) Canceled
Cross-Training
Created: Jan 12, 2026
Behind Schedule - Needs Attention
Canceled • 51 days old
🚨
Primary Delay 23.7 days stuck in "Scheduled"
⏱️
Total Delay 24.2 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.4d / 0.5d SLA
Ready for Scheduling
0.1d / 1.0d SLA
Scheduled
28.2d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
2/20 KSmith -- WO can be cancelled. FSE is no longer with the company 2/13/26 RBerry- Returned WO to dispatch. Location is incorrect. Location should be EMSAR- HCP Training- East.

2/13/26 RBerry- Returned WO to dispatch. Location is incorrect. Location should be EMSAR- HCP Training- East.


2/5 SRogers: Updating scheduled date due to J Whalen rescheduling the classroom training for the week of 2/23-2/27. Teams message sent to Rhea to adjust due date.

⚠️ Problem Description
1x for classroom week ending 2/14/2026 Course: HCP Technician: Hector Castaneda Start Date: 2026-02-10

Timeline

📞
Case Linked Jan 12, 8:30 AM
Case Number: 00557920
Subject: New Training Request
Status: Closed
📋
▶
2 Work Order Created Jan 12, 12:54 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: 42m, 0m
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-02-09T13:00:00.000+0000
🚨 17.0 business days
💵
2x Expenses Added Feb 4, 9:50 AM
Type: Expenses
Status: Open
Qty: 1
⏳ 2.0 business days
📅
Dispatch Scheduled by Shawn Rogers Feb 5, 11:35 AM
Scheduled For: 2026-02-23T13:00:00.000+0000
⏳ 4.0 business days
💵
Expenses Added Feb 10, 3:58 PM
Type: Expenses
Status: Open
Qty: 1
⏳ 4.0 business days
🆕
Status: Entered by Rhea Berry Feb 13, 1:08 PM
From: Scheduled
To: Entered
Duration in Previous: 31d 23h
📅
Status: Ready for Scheduling by Sherry Reich Feb 13, 2:30 PM
From: Entered
To: Ready for Scheduling
Duration in Previous: 1h 22m
👷
▶
3 Technician Assigned Feb 13, 2:55 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Rhea Berry
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 24m, 0m
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2026-02-23T13:00:00.000+0000
⚠️ 5.0 business days
🆕
Status: Entered by Kourtney Smith Feb 20, 9:42 AM
From: Scheduled
To: Entered
Duration in Previous: 6d 18h
🚫
Status: Canceled by Shelby Robinson Feb 20, 11:19 AM
From: Entered
To: Canceled
Duration in Previous: 1h 36m

Bottlenecks

Scheduled
Duration: 23.7 business days (threshold: 2.0 business days)
Exceeded by 21.7 business days
Scheduled
Duration: 4.5 business days (threshold: 2.0 business days)
Exceeded by 2.5 business days

🔗 Related Artifacts

📞
Case 00557920
Closed

ℹ️ Work Order Details

Status
Canceled
Priority
PC
Type
Cross-Training
Branch
N/A
Technician
Unassigned
Scheduled
N/A
Created
Jan 12, 12:54 PM
Invoice #
N/A

Work Details (3)

Name Type Status Qty Amount Date
WL-03090909 Expenses Open 1 $0.00 Feb 4, 9:50 AM
WL-03090910 Expenses Open 1 $0.00 Feb 4, 9:50 AM
WL-03099521 Expenses Open 1 $0.00 Feb 10, 3:58 PM

Details