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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01351224 ↗ ServiceMax

EMSAR HOUSE ACCOUNT • Cross-Training • PC

📍 Ben McClerklin Trunk Stock — 2426 W Fillmore St Apt 1, Chicago IL, 60612

Feb 11, 2026 → Feb 20, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Feb 16, 2026
✗ SLA Missed (4 biz days late)
Active: 6 biz days
🕐 Clock stopped: Completed (Feb 20, 2026)
▶ Clock Running
Status: Created
Feb 11 → Feb 11, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 11 → Feb 11, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 11 → Feb 11, 2026
0 business days (counted)
Running total: 0 of ? biz days used
6d
▶ Clock Running
Status: Scheduled
Feb 11 → Feb 20, 2026
6 business days (counted)
Running total: 6 of ? biz days used
Created: Feb 11, 2026 Completed: Feb 20, 2026
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Feb 11 → Feb 11 Created ▶ Running 0 0
Feb 11 → Feb 11 Ready for Scheduling ▶ Running 0 0
Feb 11 → Feb 11 Assigned ▶ Running 0 0
Feb 11 → Feb 20 Scheduled ▶ Running 6 6
Dispatch 0.0d
Coordinators 6.3d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
6.3 days
Over SLA
Created: Feb 11, 2026 Due: Feb 16, 2026 Completed: Feb 20, 2026 (3 days late)
📅
6.3 days Total Age
⏱️
6.3d in Scheduled Longest Stage
🔄
4 transitions Status Changes
⚠️
5.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
11 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00567427
New Training Request
Closed
Dispatch please create 4 Training Work Orders for this technician 1x OJT work order Ending 2/28 1x for CBTs in EMSAR U Ending 2/16 1x for CBTs in Axiom Ending 2/14 1X Classroom training scheduled for 2/17-2/19
Priority
High
Origin
Email
Reason
New Case
Contact
N/A
Owner
Sherry Reich
Created
Feb 11, 2026
Work Orders from this Case (4)
WO-01351223 Invoiced
Cross-Training • Ben McClerklin
Created: Feb 11, 2026 • Closed: Feb 27, 2026
WO-01351224 (current) Invoiced
Cross-Training • Ben McClerklin
Created: Feb 11, 2026 • Closed: Feb 20, 2026
WO-01351225 Invoiced
Cross-Training • Ben McClerklin
Created: Feb 11, 2026 • Closed: Feb 24, 2026
WO-01351227 Invoiced
Cross-Training • Ben McClerklin
Created: Feb 11, 2026 • Closed: Feb 20, 2026
Completed with minor delays
Invoiced • 21 days old
🚨
Primary Delay 6.3 days stuck in "Scheduled"
⏱️
Total Delay 5.8 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
6.3d / 2.0d SLA
Closed
2.6d / 1.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
Midmark and HCP Cross Training with John Kuehl
🔍 Technician Findings
Midmark and HCP Cross Training with John Kuehl
⚠️ Problem Description
1x for CBTs in EMSAR U Ending 2/16

Timeline

📞
Case Linked Feb 11, 11:18 AM
Case Number: 00567427
Subject: New Training Request
Status: Closed
📋
▶
2 Work Order Created Feb 11, 4:34 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
▶
3 Status: Assigned Feb 11, 4:55 PM
Status: Assigned → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Charles Ramen
Technician: a0hVU000007EIttYAG, Ben McClerklin
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2026-02-09T14:00:00.000+0000
🚗
4x Travel Added Feb 11, 6:08 PM
Type: Travel
Status: Open
Qty: 12, 14, 87
⏱️
7x Labor Added Feb 11, 6:18 PM
Type: Labor
Status: Open
Qty: 2.1666666666667, 0.75, 1.4166666666667, 0.58333333333333, 0.83333333333333, 1.6666666666667, 1.25
⚠️ 6.7 business days
✔️
Status: Completed by Ben McClerklin Feb 20, 2:26 PM
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 8d 21h, 0m
⏳ 3.0 business days
📄
▶
2 Status: Ready to Bill Feb 24, 4:33 PM
Status: Ready to Bill → Invoice Created
🧾
Invoice Created
Invoice Number: SM-254791

Bottlenecks

Scheduled
Duration: 6.3 business days (threshold: 2.0 business days)
Exceeded by 4.3 business days
Closed
Duration: 2.6 business days (threshold: 1.0 business days)
Exceeded by 1.6 business days

🔗 Related Artifacts

📞
Case 00567427
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Cross-Training
Branch
N/A
Technician
Ben McClerklin
Scheduled
Feb 9, 9:00 AM
Created
Feb 11, 4:34 PM
Invoice #
SM-254791

Work Details (11)

Name Type Status Qty Amount Date
WL-03101757 Travel Open 12 $0.00 Feb 11, 6:08 PM
WL-03101758 Travel Open 14 $0.00 Feb 11, 6:08 PM
WL-03101759 Travel Open 87 $0.00 Feb 11, 6:08 PM
WL-03101760 Travel Open 87 $0.00 Feb 11, 6:08 PM
WL-03101787 Labor Open 2.1666666666667 $0.00 Feb 11, 6:18 PM
WL-03101788 Labor Open 0.75 $0.00 Feb 11, 6:18 PM
WL-03101789 Labor Open 1.4166666666667 $0.00 Feb 11, 6:18 PM
WL-03101790 Labor Open 0.58333333333333 $0.00 Feb 11, 6:18 PM
WL-03101791 Labor Open 0.83333333333333 $0.00 Feb 11, 6:18 PM
WL-03101792 Labor Open 1.6666666666667 $0.00 Feb 11, 6:18 PM
WL-03101793 Labor Open 1.25 $0.00 Feb 11, 6:18 PM

Details