Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01339200 ↗ ServiceMax

EMSAR HOUSE ACCOUNT • Cross-Training • PC

📍 Mohamed Shareed Trunk Stock — 1731 Bogart Ave Suite 1, Bronx NY, 10462

Jan 22, 2026 → Feb 14, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Feb 14, 2026
✓ SLA Met
Active: 16 biz days
🕐 Clock stopped: Invoiced (Feb 14, 2026)
▶ Clock Running
Status: Created
Jan 22 → Jan 22, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 22 → Jan 22, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Jan 22 → Jan 22, 2026
0 business days (counted)
Running total: 0 of ? biz days used
16d
▶ Clock Running
Status: Scheduled
Jan 22 → Feb 14, 2026
16 business days (counted)
Running total: 16 of ? biz days used
▶ Clock Running
Status: Completed
Feb 14 → Feb 14, 2026
0 business days (counted)
Running total: 16 of ? biz days used
Created: Jan 22, 2026 Invoiced: Feb 14, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Jan 22 → Jan 22 Created ▶ Running 0 0
Jan 22 → Jan 22 Ready for Scheduling ▶ Running 0 0
Jan 22 → Jan 22 Assigned ▶ Running 0 0
Jan 22 → Feb 14 Scheduled ▶ Running 16 16
Feb 14 → Feb 14 Completed ▶ Running 0 16
Dispatch 0.0d
Coordinators 17.4d
✓ SLA Met
Dispatch
0.0 days
Coordinators
17.4 days
Over SLA
Created: Jan 22, 2026 Due: Feb 14, 2026 Completed: Feb 14, 2026 (on time)
📅
17.0 days Total Age
⏱️
16.9d in Scheduled Longest Stage
🔄
9 transitions Status Changes
⚠️
15.9d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
67 lines Work Details
🚩
9 visits On-Site Trips
📋
Coordinator Scheduling
🚨
9 On-Site Visits
9 on-site visits — critical red flag: repeated failure to resolve
Visit 1 Feb 2, 2026
Visit 2 Feb 3, 2026
Visit 3 Feb 5, 2026
Visit 4 Feb 6, 2026
Visit 5 Feb 9, 2026
Visit 6 Feb 10, 2026
Visit 7 Feb 11, 2026
Visit 8 Feb 12, 2026
Visit 9 Feb 13, 2026

AI Analysis

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Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00561051
HCP OJT WO Request
Closed
HCP OJT WO for Chris Carroll to complete weeks 3 and 4 of HCP training with Mohamed Shareed? Due date will be 2/7 Q: Service Type (pm, repair, other)?: Q: Make / Model?: Q: Service Performed?: Q: Mentor?:
Priority
Standard
Origin
Email
Reason
New Case
Contact
N/A
Owner
Sherry Reich
Created
Jan 21, 2026
Work Orders from this Case (1)
WO-01339200 (current) Invoiced
Cross-Training • Christopher Carroll
Created: Jan 22, 2026 • Closed: Feb 14, 2026
Completed with significant delays
Invoiced • 41 days old
🚨
Primary Delay 16.9 days stuck in "Scheduled"
⏱️
Total Delay 15.9 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
0.4d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
16.9d / 2.0d SLA
Closed
2.0d / 1.0d SLA
Incomplete
0.0d

💬 Activities, Notes & Communications

🔧 Work Performed
HCP Training on various devices w/Mohamed Shareed
🔍 Technician Findings
HCP Training on various devices w/Mohamed Shareed
⚠️ Problem Description
HCP OJT WO for Chris Carroll to complete weeks 3 and 4 of HCP training with Mohamed Shareed? Due date will be 2/14 Q: Service Type (pm, repair, other)?: Q: Make / Model?: Q: Service Performed?: Q: Mentor?:

Timeline

📞
Case Linked Jan 21, 2:53 PM
Case Number: 00561051
Subject: HCP OJT WO Request
Status: Closed
📋
▶
2 Work Order Created Jan 22, 7:51 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
👷
▶
4 Technician Assigned Jan 22, 11:28 AM
Technician Assigned → Status: Assigned → Status: Scheduled → Dispatch Scheduled
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 3h 35m
🗓️
Status: Scheduled by Melissa Owens
From: Assigned
To: Scheduled
Duration in Previous: 1m
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2026-01-26T13:00:00.000+0000
💵
2x Expenses Added Jan 22, 9:51 PM
Type: Expenses
Status: Open
Qty: 1
⏳ 4.3 business days
📅
Dispatch Scheduled by Matthew Bateman Jan 28, 11:49 AM
Scheduled For: 2026-02-02T13:00:00.000+0000
⚠️ 6.0 business days
⏱️
Labor Added Feb 4, 10:02 PM
Type: Labor
Status: Open
Qty: 10
⏱️
13x Labor Added Feb 4, 10:14 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 6.5, 1.5, 68
💵
Expenses Added Feb 5, 11:12 AM
Type: Expenses
Status: Open
Qty: 1
⏳ 2.0 business days
💵
▶
3 2x Expenses Added Feb 6, 9:51 PM
2x Expenses Added → Expenses Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
⏱️
▶
2 5x Labor Added Feb 6, 10:04 PM
5x Labor Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
⏱️
5x Labor Added Feb 6, 10:12 PM
Type: Labor, Travel
Status: Open
Qty: 1, 7, 2.5, 44, 119
⏳ 1.2 business days
💵
Expenses Added Feb 9, 8:30 PM
Type: Expenses
Status: Open
Qty: 1
💵
▶
2 5x Expenses Added Feb 9, 8:54 PM
5x Expenses Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
⏱️
5x Labor Added Feb 9, 9:12 PM
Type: Labor, Travel
Status: Open
Qty: 1.25, 5.5, 67
💵
Expenses Added Feb 9, 10:17 PM
Type: Expenses
Status: Open
Qty: 1
💵
Expenses Added Feb 10, 9:07 AM
Type: Expenses
Status: Open
Qty: 1
⏱️
▶
2 5x Labor Added Feb 10, 6:18 PM
5x Labor Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
⏳ 3.7 business days
⏱️
Labor Added Feb 13, 9:52 PM
Type: Labor
Status: Open
Qty: 10.5
💵
▶
2 3x Expenses Added Feb 14, 11:23 AM
3x Expenses Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
⏱️
▶
2 5x Labor Added Feb 14, 11:46 AM
5x Labor Added → Labor Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 1
⏱️
▶
2 2x Labor Added Feb 14, 11:51 AM
2x Labor Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
💵
▶
2 Expenses Added Feb 14, 12:01 PM
Expenses Added → Status: Completed
✔️
Status: Completed by Christopher Carroll
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 23d 0h, 0m
⏳ 0.0 business days
⚠️
▶
2 Status: Incomplete Feb 16, 8:11 AM
Status: Incomplete → Status: Closed
🏁
Status: Closed by Matthew Bateman
From: Incomplete
To: Closed
Duration in Previous: 4m
⚠️
Status: Incomplete by Matthew Bateman Feb 16, 8:32 AM
From: Closed
To: Incomplete
Duration in Previous: 16m
🏁
Status: Closed by Matthew Bateman Feb 16, 9:31 AM
From: Incomplete
To: Closed
Duration in Previous: 59m
⏳ 2.0 business days
📄
▶
2 Status: Ready to Bill Feb 18, 1:19 PM
Status: Ready to Bill → Invoice Created
🧾
Invoice Created
Invoice Number: SM-254287

Bottlenecks

Scheduled
Duration: 16.9 business days (threshold: 2.0 business days)
Exceeded by 14.9 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00561051
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Cross-Training
Branch
N/A
Technician
Christopher Carroll
Scheduled
Feb 2, 8:00 AM
Created
Jan 22, 7:51 AM
Invoice #
SM-254287

Work Details (67)

Name Type Status Qty Amount Date
WL-03076155 Expenses Open 1 $0.00 Jan 22, 9:51 PM
WL-03076156 Expenses Open 1 $0.00 Jan 22, 9:51 PM
WL-03092265 Labor Open 10 $0.00 Feb 4, 10:02 PM
WL-03092282 Labor Open 6.5 $0.00 Feb 4, 10:14 PM
WL-03092283 Labor Open 1.5 $0.00 Feb 4, 10:14 PM
WL-03092284 Travel Open 68 $0.00 Feb 4, 10:14 PM
WL-03092285 Travel Open 68 $0.00 Feb 4, 10:14 PM
WL-03092286 Expenses Open 1 $0.00 Feb 4, 10:14 PM
WL-03092287 Expenses Open 1 $0.00 Feb 4, 10:14 PM
WL-03092288 Expenses Open 1 $0.00 Feb 4, 10:14 PM
WL-03092289 Expenses Open 1 $0.00 Feb 4, 10:14 PM
WL-03092290 Expenses Open 1 $0.00 Feb 4, 10:14 PM
WL-03092291 Expenses Open 1 $0.00 Feb 4, 10:14 PM
WL-03092292 Expenses Open 1 $0.00 Feb 4, 10:14 PM
WL-03092293 Expenses Open 1 $0.00 Feb 4, 10:14 PM
WL-03092281 Labor Open 1.5 $0.00 Feb 4, 10:14 PM
WL-03092904 Expenses Open 1 $0.00 Feb 5, 11:12 AM
WL-03096318 Expenses Open 1 $0.00 Feb 6, 9:51 PM
WL-03096319 Expenses Open 1 $0.00 Feb 6, 9:51 PM
WL-03096320 Expenses Open 1 $0.00 Feb 6, 9:53 PM
WL-03096322 Expenses Open 1 $0.00 Feb 6, 9:55 PM
WL-03096325 Labor Open 5.5 $0.00 Feb 6, 10:04 PM
WL-03096324 Labor Open 1 $0.00 Feb 6, 10:04 PM
WL-03096326 Labor Open 1 $0.00 Feb 6, 10:04 PM
WL-03096327 Travel Open 45 $0.00 Feb 6, 10:04 PM
WL-03096328 Travel Open 45 $0.00 Feb 6, 10:04 PM
WL-03096329 Expenses Open 1 $0.00 Feb 6, 10:08 PM
WL-03096332 Labor Open 1 $0.00 Feb 6, 10:12 PM
WL-03096331 Labor Open 7 $0.00 Feb 6, 10:12 PM
WL-03096330 Labor Open 2.5 $0.00 Feb 6, 10:12 PM
WL-03096334 Travel Open 44 $0.00 Feb 6, 10:12 PM
WL-03096333 Travel Open 119 $0.00 Feb 6, 10:12 PM
WL-03098459 Expenses Open 1 $0.00 Feb 9, 8:30 PM
WL-03098490 Expenses Open 1 $0.00 Feb 9, 8:54 PM
WL-03098487 Expenses Open 1 $0.00 Feb 9, 8:54 PM
WL-03098488 Expenses Open 1 $0.00 Feb 9, 8:54 PM
WL-03098489 Expenses Open 1 $0.00 Feb 9, 8:54 PM
WL-03098491 Expenses Open 1 $0.00 Feb 9, 8:54 PM
WL-03098497 Expenses Open 1 $0.00 Feb 9, 8:57 PM
WL-03098506 Labor Open 1.25 $0.00 Feb 9, 9:12 PM
WL-03098507 Labor Open 5.5 $0.00 Feb 9, 9:12 PM
WL-03098508 Labor Open 1.25 $0.00 Feb 9, 9:12 PM
WL-03098509 Travel Open 67 $0.00 Feb 9, 9:12 PM
WL-03098510 Travel Open 67 $0.00 Feb 9, 9:12 PM
WL-03098563 Expenses Open 1 $0.00 Feb 9, 10:17 PM
WL-03098817 Expenses Open 1 $0.00 Feb 10, 9:07 AM
WL-03099900 Labor Open 1 $0.00 Feb 10, 6:18 PM
WL-03099901 Labor Open 6.5 $0.00 Feb 10, 6:18 PM
WL-03099902 Labor Open 1 $0.00 Feb 10, 6:18 PM
WL-03099903 Travel Open 60 $0.00 Feb 10, 6:18 PM
WL-03099904 Travel Open 60 $0.00 Feb 10, 6:18 PM
WL-03099914 Expenses Open 1 $0.00 Feb 10, 6:21 PM
WL-03106046 Labor Open 10.5 $0.00 Feb 13, 9:52 PM
WL-03106278 Expenses Open 1 $0.00 Feb 14, 11:23 AM
WL-03106279 Expenses Open 1 $0.00 Feb 14, 11:23 AM
WL-03106280 Expenses Open 1 $0.00 Feb 14, 11:23 AM
WL-03106281 Expenses Open 1 $0.00 Feb 14, 11:24 AM
WL-03106284 Labor Open 9 $0.00 Feb 14, 11:46 AM
WL-03106287 Expenses Open 1 $0.00 Feb 14, 11:46 AM
WL-03106286 Expenses Open 1 $0.00 Feb 14, 11:46 AM
WL-03106283 Labor Open 1 $0.00 Feb 14, 11:46 AM
WL-03106285 Labor Open 1 $0.00 Feb 14, 11:46 AM
WL-03106289 Labor Open 1 $0.00 Feb 14, 11:49 AM
WL-03106293 Labor Open 0.75 $0.00 Feb 14, 11:51 AM
WL-03106292 Labor Open 8 $0.00 Feb 14, 11:51 AM
WL-03106294 Expenses Open 1 $0.00 Feb 14, 11:53 AM
WL-03106296 Expenses Open 1 $0.00 Feb 14, 12:01 PM

Details