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← WO Overview

WO-01138682 ↗ ServiceMax

AVANTOR SERVICES (FORMERLY VWR CATALYST) • PM/CAL • PC

📍 Chevron Briarpark — 3901 Briarpark Dr., Houston TX, 77042

Feb 29, 2024 → Mar 21, 2024

✅ Completed
PC Per client agreement
Target: Mar 29, 2024
🕐 Clock stopped: Completed (Mar 21)
✓ SLA Met (8d early)
Dispatch 4.0d
Holding 0.0d (excluded)
Coordinators 12.4d
Field Work 7.6d
Billing 0.7d
✓ SLA Met
Dispatch
4.0 days
Over SLA
Holding (excluded from total)
0.0 days
Coordinators
12.4 days
Over SLA
Field Work
7.6 days
Billing
0.7 days
Created: Feb 29, 2024 Due: Mar 29, 2024 Completed: Mar 22, 2024 (7 days early)
📅
16.0 days Total Age
⏱️
21.0d in Closed Longest Stage
🔄
22 transitions Status Changes
⚠️
30.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
29 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 Ronnie Salone — scheduling delays attributed to technician, not coordinators
Visit 1 Mar 17, 2024
Visit 2 Mar 18, 2024
Visit 3 Mar 19, 2024
Visit 4 Mar 20, 2024
Visit 5 Mar 21, 2024

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00374221
Avantor Chevron WO request
Closed
Please assign to Ben Heinz Please prioritize Tim Quirk owned devices first
Priority
Standard
Origin
Email
Reason
New Case
Contact
Kevin Albers
Owner
Destiny Rinehart
Created
Feb 28, 2024
Work Orders from this Case (49)
WO-01138630 Canceled
PM/CAL • Ronnie Salone
Created: Feb 29, 2024
WO-01138632 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138634 Canceled
PM/CAL
Created: Feb 29, 2024
WO-01138636 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138638 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138641 Canceled
PM/CAL • Ronnie Salone
Created: Feb 29, 2024
WO-01138643 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138646 Invoiced
PM/CAL • Ronnie Salone
Created: Feb 29, 2024 • Closed: Mar 22, 2024
WO-01138647 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138648 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138650 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138653 Canceled
PM/CAL • Ronnie Salone
Created: Feb 29, 2024
WO-01138654 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138659 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138661 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138662 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138663 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138665 Invoiced
PM/CAL • Ronnie Salone
Created: Feb 29, 2024 • Closed: Mar 24, 2024
WO-01138666 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138667 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138669 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138671 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138672 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138673 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138674 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138675 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138677 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138678 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138679 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138682 (current) Invoiced
PM/CAL • Ronnie Salone
Created: Feb 29, 2024 • Closed: Mar 21, 2024
WO-01138697 Invoiced
PM/CAL • Ronnie Salone
Created: Feb 29, 2024 • Closed: Mar 19, 2024
WO-01138698 Invoiced
PM/CAL • Ronnie Salone
Created: Feb 29, 2024 • Closed: Mar 20, 2024
WO-01138699 Invoiced
PM/CAL • Ronnie Salone
Created: Feb 29, 2024 • Closed: Mar 20, 2024
WO-01138700 Invoiced
PM/CAL • Ronnie Salone
Created: Feb 29, 2024 • Closed: Mar 20, 2024
WO-01138701 Invoiced
PM/CAL • Ronnie Salone
Created: Feb 29, 2024 • Closed: Mar 21, 2024
WO-01138702 Invoiced
PM/CAL • Ronnie Salone
Created: Feb 29, 2024 • Closed: Mar 21, 2024
WO-01138703 Invoiced
PM/CAL • Ronnie Salone
Created: Feb 29, 2024 • Closed: Mar 20, 2024
WO-01138707 Invoiced
PM/CAL • Ronnie Salone
Created: Feb 29, 2024 • Closed: Mar 20, 2024
WO-01138708 Invoiced
PM/CAL • Ronnie Salone
Created: Feb 29, 2024 • Closed: Mar 20, 2024
WO-01138709 Invoiced
PM/CAL • Ronnie Salone
Created: Feb 29, 2024 • Closed: Mar 20, 2024
WO-01138710 Invoiced
PM/CAL • Ronnie Salone
Created: Feb 29, 2024 • Closed: Mar 19, 2024
WO-01138711 Invoiced
PM/CAL • Ronnie Salone
Created: Feb 29, 2024 • Closed: Mar 19, 2024
WO-01138712 Invoiced
PM/CAL • Ronnie Salone
Created: Feb 29, 2024 • Closed: Mar 22, 2024
WO-01138713 Invoiced
PM/CAL • Ronnie Salone
Created: Feb 29, 2024 • Closed: Mar 22, 2024
WO-01138714 Invoiced
PM/CAL • Ronnie Salone
Created: Feb 29, 2024 • Closed: Mar 23, 2024
WO-01138715 Invoiced
PM/CAL • Ronnie Salone
Created: Feb 29, 2024 • Closed: Mar 22, 2024
WO-01138717 Invoiced
PM/CAL • Ronnie Salone
Created: Feb 29, 2024 • Closed: Mar 23, 2024
WO-01138718 On Hold
PM/CAL
Created: Feb 29, 2024
WO-01138720 On Hold
PM/CAL
Created: Feb 29, 2024
Completed with significant delays
Invoiced • 805 days old
🚨
Primary Delay 21.0 days stuck in "Closed"
⏱️
Total Delay 30.8 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
L2 Screening
4.0d / 1.0d SLA
Ready for Scheduling
3.3d / 1.0d SLA
Assigned
5.1d / 0.5d SLA
Scheduled
4.0d / 2.0d SLA
Tech On Site
2.7d / 1.0d SLA
Tech Off Site
4.7d / 2.0d SLA
Completed
0.2d / 1.0d SLA
Closed
21.4d / 1.0d SLA
L2 Review
0.0d
On Hold
0.0d
Ready to Bill
0.7d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
3/13/24 RCook- Spoke with POC, scheduled for the week of 3/18/24 at 9AM. See WO-01138630 3/13/24 RCook- LM with POC to schedule. See WO-01138630
🔧 Work Performed
3/17/24 Traveled to site 3/18/24 Traveled to site Met POC, he had an emergency that he couldn’t be onsite with me today. I waited for new escort to arrive. 9-10 am. Had to leave site due to not having the weights to calibrate scales. Offsite at 10:30 am Traveled from site 3/19/24 Traveled to site Met POC, Jordan Lawson, we went to the Lab A147. Discovered that Ben Heinz was recently doing calibrations there in February. Called Ben to discuss his progress in that lab. I will skip the scales and other equipment that Ben already calibrated. We left the lab to return to the office to develop a list of WO/unit serial numbers so we can see which units need to be PM/Cal during this visit. Returned to the lab to begin PM/Cal. Traveled from site 3/20/24 Traveled to site Continued PM/Cal in Labs with Kevin then he was called away for emergency. Caught up on paperwork from yesterday. Joined by Jordan at 12:30pm. Traveled from site 3/21/24 Traveled to site Attempted to calibrate a device in lab A103 that had not been calibrated since 2019. The power would not come on for this unit (SIP-00026190). I had to compile a new list of devices that couldn’t be calibrated. I spent time creating a new list that combines the room with the item to calibrate. I also created a list of units that were found onsite that were once calibrated by Emsar. There was a period when Chevron chose to have an outside vendor do their calibrations. I asked Sales about whether we should try to extend the visit into next week due to the large number of units on the new list. I didn’t anticipate that there would be delays in receiving parts. One part arrived about 12:30 pm. Kevin will check with lab operators once he receives the list of equipment that was not on our list to calibrate. These may need a separate visit in the Fall for calibration. Kevin said there no issues waiting on those items. Traveled from site
🔍 Technician Findings
Unit is in need of PM/Cal
⚠️ Problem Description
Please assign to Ronnie Salone Please prioritize Tim Quirk owned devices first
📄 Description
A&D Analytical Balance All Models

Timeline

📞
Case Linked Feb 28, 3:18 PM
Case Number: 00374221
Subject: Avantor Chevron WO request
Status: Closed
📋
Work Order Created Feb 29, 9:41 AM
Work Order: WO-01138682
Type: PM/CAL
Priority: PC
4.0 business days
📅
Status: Ready for Scheduling by Alan Adams Mar 5, 12:15 PM
From: L2 Screening
To: Ready for Scheduling
Duration in Previous: 5d 2h
👷
2 Technician Assigned Mar 6, 9:41 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 21h 25m
👷
Technician Assigned by Rhea Berry Mar 6, 10:36 AM
Technician: Ronnie Salone
⚠️ 5.0 business days
📅
Status: Ready for Scheduling by Alan Adams Mar 12, 4:20 PM
From: Assigned
To: Ready for Scheduling
Duration in Previous: 6d 5h
📋
2 Status: Unknown Mar 13, 9:13 AM
Status: Unknown → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: N/A
To: Assigned
Duration in Previous: 1m
🗓️
2 Status: Scheduled Mar 13, 9:44 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2024-03-18T14:00:00.000+0000
3.0 business days
💵
2x Expenses Added Mar 17, 6:58 PM
Type: Expenses
Status: Open
Qty: 1
🔧
Status: Tech On Site by Ronnie Salone Mar 18, 9:46 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 5d 0h
🚗
Status: Tech Off Site by Ronnie Salone Mar 18, 11:36 AM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 1h 49m
💵
Expenses Added Mar 18, 3:20 PM
Type: Expenses
Status: Open
Qty: 1
⏱️
2 2x Labor Added Mar 18, 7:26 PM
2x Labor Added → 2x Travel Added
🚗
2x Travel Added
Type: Travel
Status: Open
Qty: 1
⏱️
3x Labor Added Mar 18, 7:35 PM
Type: Labor
Status: Open
Qty: 0.25, 1.5
🔧
Status: Tech On Site by Ronnie Salone Mar 19, 9:33 AM
From: Tech Off Site
To: Tech On Site
Duration in Previous: 21h 56m
⏱️
2x Labor Added Mar 19, 12:45 PM
Type: Labor
Status: Open
Qty: 0.25
🚗
2 Status: Tech Off Site Mar 19, 5:13 PM
Status: Tech Off Site → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
🔧
Status: Tech On Site by Ronnie Salone Mar 20, 9:29 AM
From: Tech Off Site
To: Tech On Site
Duration in Previous: 16h 16m
⏱️
Labor Added Mar 20, 1:25 PM
Type: Labor
Status: Open
Qty: 0.25
🚗
Status: Tech Off Site by Ronnie Salone Mar 20, 5:01 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 7h 31m
🚗
5x Travel Added Mar 20, 7:10 PM
Type: Travel, Expenses
Status: Open
Qty: 1
⏱️
2x Labor Added Mar 20, 7:15 PM
Type: Labor
Status: Open
Qty: 0.25
🔧
Status: Tech On Site by Ronnie Salone Mar 21, 11:00 AM
From: Tech Off Site
To: Tech On Site
Duration in Previous: 17h 59m
⏱️
2 2x Labor Added Mar 21, 3:16 PM
2x Labor Added → Status: Completed
✔️
Status: Completed by Ronnie Salone
From: Tech On Site
To: Completed
Duration in Previous: 4h 17m
🚗
3x Travel Added Mar 21, 4:20 PM
Type: Travel, Expenses
Status: Open
Qty: 1
⏱️
Labor Added Mar 21, 4:33 PM
Type: Labor
Status: Open
Qty: 3
💵
2 Expenses Added Mar 21, 4:44 PM
Expenses Added → Status: Closed
🏁
Status: Closed by Ronnie Salone
From: Completed
To: Closed
Duration in Previous: 1h 30m
👀
Status: L2 Review by Alan Adams Mar 21, 4:57 PM
From: Closed
To: L2 Review
Duration in Previous: 8m
🏁
Status: Closed by Alan Adams Mar 21, 5:05 PM
From: L2 Review
To: Closed
Duration in Previous: 8m
⏸️
3 Status: On Hold Mar 21, 7:56 PM
Status: On Hold → Labor Added → Status: Closed
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 0.25
🏁
Status: Closed by Ronnie Salone
From: On Hold
To: Closed
Duration in Previous: 3m
🚨 21.5 business days
📄
Status: Ready to Bill by Chris Bakkemo Apr 19, 4:18 PM
From: Closed
To: Ready to Bill
Duration in Previous: 28d 20h
1.0 business days
📨
2 Status: Invoice Pending Apr 21, 10:10 PM
Status: Invoice Pending → Status: Invoiced
💰
Status: Invoiced by Hannah Shaw
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🚨 185.0 business days
🧾
Invoice Created Jan 4, 2:42 PM
Invoice Number: SM-176349

Bottlenecks

L2 Screening
Duration: 4.0 business days (threshold: 1.0 business days)
Exceeded by 3.0 business days
Ready for Scheduling
Duration: 1.8 business days (threshold: 1.0 business days)
Exceeded by 6.7 business hours
Assigned
Duration: 5.0 business days (threshold: 4.0 business hours)
Exceeded by 4.5 business days
Ready for Scheduling
Duration: 1.5 business days (threshold: 1.0 business days)
Exceeded by 3.7 business hours
Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Closed
Duration: 21.0 business days (threshold: 1.0 business days)
Exceeded by 20.0 business days

🔗 Related Artifacts

📞
Case 00374221
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
PM/CAL
Branch
N/A
Technician
Ronnie Salone
Scheduled
N/A
Created
Feb 29, 9:41 AM
Invoice #
SM-176349

Work Details (29)

Name Type Status Qty Amount Date
WL-02186218 Expenses Open 1 $0.00 Mar 17, 6:58 PM
WL-02186219 Expenses Open 1 $0.00 Mar 17, 6:58 PM
WL-02187194 Expenses Open 1 $0.00 Mar 18, 3:20 PM
WL-02187831 Labor Open 12.5 $0.00 Mar 18, 7:26 PM
WL-02187830 Travel Open 30 $0.00 Mar 18, 7:26 PM
WL-02187836 Travel Open 1 $0.00 Mar 18, 7:28 PM
WL-02187835 Travel Open 1 $0.00 Mar 18, 7:28 PM
WL-02187848 Labor Open 0.25 $0.00 Mar 18, 7:35 PM
WL-02187847 Labor Open 1.5 $0.00 Mar 18, 7:35 PM
WL-02187846 Labor Open 0.25 $0.00 Mar 18, 7:35 PM
WL-02188838 Labor Open 0.25 $0.00 Mar 19, 12:45 PM
WL-02188839 Labor Open 2 $0.00 Mar 19, 12:45 PM
WL-02189578 Expenses Open 1 $0.00 Mar 19, 5:16 PM
WL-02191520 Labor Open 0.25 $0.00 Mar 20, 1:25 PM
WL-02192595 Travel Open 1 $0.00 Mar 20, 7:10 PM
WL-02192597 Travel Open 1 $0.00 Mar 20, 7:10 PM
WL-02192593 Expenses Open 1 $0.00 Mar 20, 7:10 PM
WL-02192594 Travel Open 1 $0.00 Mar 20, 7:10 PM
WL-02192596 Travel Open 1 $0.00 Mar 20, 7:10 PM
WL-02192604 Labor Open 0.25 $0.00 Mar 20, 7:15 PM
WL-02192605 Labor Open 0.25 $0.00 Mar 20, 7:15 PM
WL-02194436 Labor Open 0.25 $0.00 Mar 21, 3:16 PM
WL-02194437 Labor Open 0.25 $0.00 Mar 21, 3:16 PM
WL-02194747 Travel Open 1 $0.00 Mar 21, 4:20 PM
WL-02194746 Expenses Open 1 $0.00 Mar 21, 4:20 PM
WL-02194748 Travel Open 1 $0.00 Mar 21, 4:20 PM
WL-02194825 Labor Open 3 $0.00 Mar 21, 4:33 PM
WL-02194856 Expenses Open 1 $0.00 Mar 21, 4:44 PM
WL-02195410 Labor Open 0.25 $0.00 Mar 21, 7:59 PM

Details