Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01339839 ↗ ServiceMax

Solaire Medical • Cross-Training • PC

📍 Ohio Health OBGYN — 1180 North Court Street, Circleville OH, 43113

Jan 26, 2026 → Feb 2, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Jan 31, 2026
✗ SLA Missed (1 biz days late)
Active: 5 biz days
🕐 Clock stopped: Completed (Feb 2, 2026)
▶ Clock Running
Status: Created
Jan 26 → Jan 26, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 26 → Jan 26, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Jan 26 → Jan 26, 2026
0 business days (counted)
Running total: 0 of ? biz days used
1d
▶ Clock Running
Status: Scheduled
Jan 26 → Jan 27, 2026
1 business day (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Entered
Jan 27 → Jan 27, 2026
0 business days (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Assigned
Jan 27 → Jan 27, 2026
0 business days (counted)
Running total: 1 of ? biz days used
2d
▶ Clock Running
Status: Scheduled
Jan 27 → Jan 29, 2026
2 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Entered
Jan 29 → Jan 29, 2026
0 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Assigned
Jan 29 → Jan 29, 2026
0 business days (counted)
Running total: 3 of ? biz days used
2d
▶ Clock Running
Status: Scheduled
Jan 29 → Feb 2, 2026
2 business days (counted)
Running total: 5 of ? biz days used
Created: Jan 26, 2026 Completed: Feb 2, 2026
Show SLA Clock Detail (10 periods)
Period Status Clock Biz Days Running Total
Jan 26 → Jan 26 Created ▶ Running 0 0
Jan 26 → Jan 26 Ready for Scheduling ▶ Running 0 0
Jan 26 → Jan 26 Assigned ▶ Running 0 0
Jan 26 → Jan 27 Scheduled ▶ Running 1 1
Jan 27 → Jan 27 Entered ▶ Running 0 1
Jan 27 → Jan 27 Assigned ▶ Running 0 1
Jan 27 → Jan 29 Scheduled ▶ Running 2 3
Jan 29 → Jan 29 Entered ▶ Running 0 3
Jan 29 → Jan 29 Assigned ▶ Running 0 3
Jan 29 → Feb 2 Scheduled ▶ Running 2 5
Dispatch 0.0d
Coordinators 6.8d
Billing 0.9d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
6.8 days
Over SLA
Billing
0.9 days
Created: Jan 26, 2026 Due: Jan 31, 2026 Completed: Feb 2, 2026 (1 days late)
📅
5.7 days Total Age
⏱️
17.3d in Closed Longest Stage
🔄
10 transitions Status Changes
⚠️
17.4d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00562022
RE: Emsar follow up Innerspace
Closed
This would be a great opportunity for someone at EMSAR to get trained on a typical scenario. These are new carts that sat in warehouse for 6 months and now all locks are not functioning. Q: Service Type (pm, repair, other)?: Q: Make / Model?: Q: Service Performed?: Q: Mentor?:
Priority
Standard
Origin
Email
Reason
New Case
Contact
Dan Schroeder
Owner
Erin Martin
Created
Jan 26, 2026
Work Orders from this Case (1)
WO-01339839 (current) Invoiced
Cross-Training • Scott R Roberts
Created: Jan 26, 2026 • Closed: Feb 2, 2026
Completed with significant delays
Invoiced • 37 days old
🚨
Primary Delay 17.3 days stuck in "Closed"
⏱️
Total Delay 17.4 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
Scheduled
6.4d / 2.0d SLA
Assigned
0.0d / 0.5d SLA
Closed
17.3d / 1.0d SLA
Billing Review
0.9d / 2.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2/26/26 DPatton -Chatter to confirm this OJT WO is billable

🔧 Work Performed
OJT training with Gage Minor of Inner Space. Training Complete.
🔍 Technician Findings
OTJ training with Gage Minor of Inner Space
⚠️ Problem Description
This would be a great opportunity for someone at EMSAR to get trained on a typical scenario. These are new carts that sat in warehouse for 6 months and now all locks are not functioning. Q: Service Type (pm, repair, other)?: Q: Make / Model?: Q: Service Performed?: Q: Mentor?:

Timeline

📞
Case Linked Jan 26, 8:11 AM
Case Number: 00562022
Subject: RE: Emsar follow up Innerspace
Status: Closed
📋
▶
2 Work Order Created Jan 26, 1:36 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Erin Martin
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
▶
3 Technician Assigned Jan 26, 4:39 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 3h 2m, 0m
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2026-01-30T14:00:00.000+0000
🆕
▶
4 Status: Entered Jan 27, 11:20 AM
Status: Entered → Technician Assigned → Dispatch Scheduled → Status: Scheduled
👷
Technician Assigned by Charles Ramen
Technician: a0h5A00000Gc5c3QAB, Franco Jackson
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2026-01-30T13:00:00.000+0000
🗓️
Status: Scheduled by Charles Ramen
From: Assigned
To: Scheduled
Duration in Previous: 0m
⏳ 3.0 business days
🆕
▶
4 Status: Entered Jan 29, 5:26 PM
Status: Entered → Technician Assigned → Status: Scheduled → Dispatch Scheduled
👷
Technician Assigned by Charles Ramen
Technician: a0h5A00000Hod6IQAR, Scott R Roberts
🗓️
Status: Scheduled by Charles Ramen
From: Assigned
To: Scheduled
Duration in Previous: 2m
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2026-02-02T13:00:00.000+0000
⏳ 2.8 business days
⏱️
▶
2 5x Labor Added Feb 2, 4:44 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Scott Roberts
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 3d 23h, 0m
🚨 17.9 business days
💵
Status: Billing Review by Diane Patton Feb 26, 9:32 AM
From: Closed
To: Billing Review
Duration in Previous: 23d 16h
📄
▶
3 Status: Ready to Bill Feb 26, 4:58 PM
Status: Ready to Bill → Status: Invoiced → Invoice Created
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🧾
Invoice Created
Invoice Number: SM-255016

Bottlenecks

Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 7.6 business hours
Scheduled
Duration: 2.2 business days (threshold: 2.0 business days)
Exceeded by 1.5 business hours
Closed
Duration: 17.3 business days (threshold: 1.0 business days)
Exceeded by 16.3 business days

🔗 Related Artifacts

📞
Case 00562022
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Cross-Training
Branch
N/A
Technician
Scott R Roberts
Scheduled
Feb 2, 8:00 AM
Created
Jan 26, 1:36 PM
Invoice #
SM-255016

Work Details (5)

Name Type Status Qty Amount Date
WL-03088438 Labor Open 3 $570.00 Feb 2, 4:44 PM
WL-03088439 Labor Open 1.5 $285.00 Feb 2, 4:44 PM
WL-03088440 Labor Open 4 $760.00 Feb 2, 4:44 PM
WL-03088441 Travel Open 181 $0.00 Feb 2, 4:44 PM
WL-03088442 Travel Open 196 $0.00 Feb 2, 4:44 PM

Details