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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01349385 ↗ ServiceMax

MIDMARK • Cross-Training • PC

📍 Andrew Przybyla Trunk Stock — 143 W. Dewey Ave, Coolidge AZ, 85128

Feb 3, 2026 → Mar 2, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Feb 28, 2026
✗ SLA Missed (1 biz days late)
Active: 18 biz days
🕐 Clock stopped: Tech Off Site (Mar 2, 2026)
▶ Clock Running
Status: Created
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 0 of ? biz days used
18d
▶ Clock Running
Status: Scheduled
Feb 3 → Mar 2, 2026
18 business days (counted)
Running total: 18 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 2 → Mar 2, 2026
0 business days (counted)
Running total: 18 of ? biz days used
Created: Feb 3, 2026 Tech Off Site: Mar 2, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Feb 3 → Feb 3 Created ▶ Running 0 0
Feb 3 → Feb 3 Ready for Scheduling ▶ Running 0 0
Feb 3 → Feb 3 Assigned ▶ Running 0 0
Feb 3 → Mar 2 Scheduled ▶ Running 18 18
Mar 2 → Mar 2 Tech On Site ▶ Running 0 18
Dispatch 0.0d
Coordinators 18.4d
Field Work 0.5d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
18.4 days
Over SLA
Field Work
0.5 days
Created: Feb 3, 2026 Due: Feb 28, 2026 Completed: Mar 2, 2026 (1 days late)
📅
18.7 days Total Age
⏱️
18.3d in Scheduled Longest Stage
🔄
4 transitions Status Changes
⚠️
16.3d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
17 lines Work Details
🚩
5 visits On-Site Trips
👤
Self-Scheduled Scheduling
🚨
5 On-Site Visits
5 on-site visits — critical red flag: repeated failure to resolve
👤 Self-scheduled by Brandon Rodriguez — scheduling delays attributed to technician, not coordinators
Visit 1 Feb 22, 2026
Visit 2 Feb 23, 2026
Visit 3 Feb 24, 2026
Visit 4 Feb 25, 2026
Visit 5 Feb 26, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00556473
New Training Request
Closed
1x OJT work order Ending 2/28 for Brandon Rodriguez with Andy P. Q: Service Type (pm, repair, other)?: Q: Make / Model?: Q: Service Performed?: Q: Mentor?:"
Priority
High
Origin
Email
Reason
New Case
Contact
N/A
Owner
Kimberly Hardison
Created
Jan 6, 2026
Work Orders from this Case (4)
WO-01349385 (current) Closed
Cross-Training • Brandon Rodriguez
Created: Feb 3, 2026 • Closed: Mar 2, 2026
WO-01349386 Canceled
Cross-Training • Brandon Rodriguez
Created: Feb 3, 2026
WO-01349388 Invoiced
Cross-Training • Brandon Rodriguez
Created: Feb 3, 2026 • Closed: Feb 15, 2026
WO-01349389 Invoiced
Cross-Training • Brandon Rodriguez
Created: Feb 3, 2026 • Closed: Feb 23, 2026
Completed with significant delays
Closed • 29 days old
🚨
Primary Delay 18.3 days stuck in "Scheduled"
⏱️
Total Delay 16.3 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
0.0d / 1.0d SLA
Scheduled
18.3d / 2.0d SLA
Tech Off Site
0.5d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/2/26 RBerry- Updated serviced date to match work details.

🔧 Work Performed
Completed corresponding tests and quizzes for EMSAR U modules covered in course
🔍 Technician Findings
I am the only technician so i feel confident in my chances of making valedictorian for my class.
⚠️ Problem Description
HCP classroom week ending 2/28/2026

Timeline

📞
Case Linked Jan 6, 1:54 PM
Case Number: 00556473
Subject: New Training Request
Status: Closed
🚨 20.0 business days
📋
▶
2 Work Order Created Feb 3, 1:46 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
▶
3 Technician Assigned Feb 3, 2:00 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 14m, 0m
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-02-23T15:00:00.000+0000
💵
3x Expenses Added Feb 3, 3:54 PM
Type: Expenses
Status: Open
Qty: 1
🚨 13.0 business days
📅
Dispatch Scheduled by Craig Dempsey Feb 20, 12:29 PM
Scheduled For: 2026-02-22T15:00:00.000+0000
⏳ 2.0 business days
⏱️
Labor Added Feb 23, 12:10 PM
Type: Labor
Status: Open
Qty: 5.5
💵
Expenses Added Feb 23, 12:22 PM
Type: Expenses
Status: Open
Qty: 1
⚠️ 5.1 business days
🔧
Status: Tech On Site by Brandon Rodriguez Mar 2, 12:38 AM
From: Scheduled, Tech On Site
To: Tech On Site, Tech Off Site
Duration in Previous: 26d 10h, 0m
⏱️
3x Labor Added Mar 2, 3:03 AM
Type: Labor
Status: Open
Qty: 2.75, 4, 3.25
⏱️
3x Labor Added Mar 2, 3:44 AM
Type: Labor
Status: Open
Qty: 4, 3.25
⏱️
2x Labor Added Mar 2, 3:50 AM
Type: Labor
Status: Open
Qty: 2.25, 10
💵
4x Expenses Added Mar 2, 4:24 AM
Type: Expenses
Status: Open
Qty: 1
✔️
Status: Completed by Brandon Rodriguez Mar 2, 4:32 AM
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 3h 53m, 0m

Bottlenecks

Scheduled
Duration: 18.3 business days (threshold: 2.0 business days)
Exceeded by 16.3 business days

🔗 Related Artifacts

📞
Case 00556473
Closed

ℹ️ Work Order Details

Status
Closed
Priority
PC
Type
Cross-Training
Branch
N/A
Technician
Brandon Rodriguez
Scheduled
Feb 22, 10:00 AM
Created
Feb 3, 1:46 PM
Invoice #
N/A

Work Details (17)

Name Type Status Qty Amount Date
WL-03089756 Expenses Open 1 $0.00 Feb 3, 3:54 PM
WL-03089757 Expenses Open 1 $0.00 Feb 3, 3:54 PM
WL-03089758 Expenses Open 1 $539.08 Feb 3, 3:54 PM
WL-03116142 Labor Open 5.5 $0.00 Feb 23, 12:10 PM
WL-03116153 Expenses Open 1 $0.00 Feb 23, 12:22 PM
WL-03125596 Labor Open 2.75 $0.00 Mar 2, 3:03 AM
WL-03125597 Labor Open 4 $0.00 Mar 2, 3:03 AM
WL-03125598 Labor Open 3.25 $0.00 Mar 2, 3:03 AM
WL-03125614 Labor Open 4 $0.00 Mar 2, 3:44 AM
WL-03125615 Labor Open 3.25 $0.00 Mar 2, 3:44 AM
WL-03125616 Labor Open 4 $0.00 Mar 2, 3:44 AM
WL-03125625 Labor Open 2.25 $0.00 Mar 2, 3:50 AM
WL-03125626 Labor Open 10 $1,100.00 Mar 2, 3:50 AM
WL-03125666 Expenses Open 1 $0.00 Mar 2, 4:24 AM
WL-03125667 Expenses Open 1 $0.00 Mar 2, 4:24 AM
WL-03125668 Expenses Open 1 $0.00 Mar 2, 4:24 AM
WL-03125669 Expenses Open 1 $25.00 Mar 2, 4:24 AM

Details