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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01232873 ↗ ServiceMax

CVS • Preventive Maintenance • PSM

📍 CVS - CVS-05496 — 9300 Transit Road, East Amherst NY, 14051

Jan 2, 2025 → May 26, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2025 · Target: Jan 31, 2025
✗ SLA Missed (258 biz days late)
Active: 279 biz days
Paused: 69 biz days
🕐 Clock stopped: Completed (May 26, 2026)
236d
▶ Clock Running
Status: Created
Jan 2 → Dec 12, 2025
236 business days (counted)
Running total: 236 of ? biz days used
⏸54d
⏸ Clock Paused
Status: Ready for Release
Dec 12 → Mar 4, 2026
54 business days (not counted)
▶ Clock Running
Status: Assigned
Mar 4 → Mar 4, 2026
0 business days (counted)
Running total: 236 of ? biz days used
▶ Clock Running
Status: Scheduled
Mar 4 → Mar 5, 2026
1 business day (counted)
Running total: 237 of ? biz days used
▶ Clock Running
Status: Entered
Mar 5 → Mar 5, 2026
0 business days (counted)
Running total: 237 of ? biz days used
⏸ Clock Paused
Status: Ready for Release
Mar 5 → Mar 26, 2026
15 business days (not counted)
▶ Clock Running
Status: Assigned
Mar 26 → Mar 26, 2026
0 business days (counted)
Running total: 237 of ? biz days used
42d
▶ Clock Running
Status: Scheduled
Mar 26 → May 26, 2026
42 business days (counted)
Running total: 279 of ? biz days used
▶ Clock Running
Status: Tech On Site
May 26 → May 26, 2026
0 business days (counted)
Running total: 279 of ? biz days used
Created: Jan 2, 2025 Completed: May 26, 2026
Show SLA Clock Detail (9 periods)
Period Status Clock Biz Days Running Total
Jan 2 → Dec 12 Created ▶ Running 236 236
Dec 12 → Mar 4 Ready for Release ⏸ Paused 54
Mar 4 → Mar 4 Assigned ▶ Running 0 236
Mar 4 → Mar 5 Scheduled ▶ Running 1 237
Mar 5 → Mar 5 Entered ▶ Running 0 237
Mar 5 → Mar 26 Ready for Release ⏸ Paused 15
Mar 26 → Mar 26 Assigned ▶ Running 0 237
Mar 26 → May 26 Scheduled ▶ Running 42 279
May 26 → May 26 Tech On Site ▶ Running 0 279
Holding 306.6d (excluded)
Coordinators 45.0d
Field Work 0.9d
Billing 5.0d
✗ SLA Missed
Holding (excluded from total)
306.6 days
Coordinators
45.0 days
Over SLA
Field Work
0.9 days
Billing
5.0 days
Over SLA
Created: Jan 2, 2025 Due: Dec 31, 2026 Completed: May 26, 2026 (219 days early)
📅
348.5 days Total Age
⏱️
236.5d in On Hold Longest Stage
🔄
15 transitions Status Changes
⚠️
45.5d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
4 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Generating AI analysis...
Completed with significant delays
Invoiced • 588 days old
🚨
Primary Delay 236.5 days stuck in "On Hold"
⏱️
Total Delay 45.5 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
On Hold
236.5d
Ready for Release
70.1d
Assigned
0.0d / 0.5d SLA
Scheduled
45.0d / 2.0d SLA
Tech On Site
0.0d / 1.0d SLA
Completed
0.8d / 1.0d SLA
Closed
3.5d / 1.0d SLA
Ready to Bill
5.0d / 1.0d SLA
Billing Review
0.0d / 2.0d SLA
WO Correction Needed
0.0d
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

6/1 SRogers: Mileage corrected and moved back to closed.

6/1/26 Ycampos placing WO in WOC so tech can update mileage.

5/26 EForster: Kiosk not on site. Customer removed kiosk. Manager said it was having problems and they could not get anybody to come fix it so corporate told them to through it out.

🔧 Work Performed
Scott Haak (store Mgr) said it was not working and they could not get anybody to come out to fix it so was told to remove it.
🔍 Technician Findings
Kiosk no longer onsite.
⚠️ Problem Description
Please Perform PM: PM Checklist can be found as a link in the work order under WO actions If Kiosk is not on the Sales floor request to speak to a manager to find out if kiosk is being stored in the back room or if it was disposed. Offer to help bring the kiosk to the salesfloor or advise that EMSAR can replace a disposed kiosk. If store does not want to bring the kiosk out of storage or if kiosk was disposed, close out work order with Repair code '37 Store intervention required' and document who you spoke with and outcome of conversation. Labor line shall be a trip charge. ***Important: Please make sure to document if kiosk is disposed or in storage*** If kiosk fails a PM, checklist is still required to be completed. Please use Code 35 - Follow up needed and detail in the Tech Findings, Work Performed and Final condition the result and cause for a follow up. Close out the work order. Dispatch will create a follow up repair work order to send parts.
📄 Description
Model 300 with Backboard

Timeline

📋
Work Order Created Jan 2, 3:15 PM
Work Order: WO-01232873
Type: Preventive Maintenance
Priority: PSM
🚨 237.0 business days
Status: Ready for Release by Stephanie Ramen Dec 12, 1:08 PM
From: On Hold
To: Ready for Release
Duration in Previous: 343d 21h
🚨 55.0 business days
👷
2 Technician Assigned Mar 4, 9:25 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Release
To: Assigned
Duration in Previous: 81d 20h
🗓️
2 Status: Scheduled Mar 4, 9:36 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-03-05T19:30:00.000+0000
2.0 business days
🆕
Status: Entered by Kourtney Smith Mar 5, 3:58 PM
From: Scheduled, Entered
To: Entered, Ready for Release
Duration in Previous: 1d 6h, 0m
🚨 16.0 business days
👷
3 Status: Assigned Mar 26, 9:10 AM
Status: Assigned → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: Erwin Forster
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-03-30T06:30:00.000+0000
📅
Dispatch Scheduled by Kourtney Smith Mar 26, 9:50 AM
Scheduled For: 2026-04-01T06:30:00.000+0000
2.0 business days
📅
Dispatch Scheduled by Kourtney Smith Mar 27, 12:08 PM
Scheduled For: 2026-04-03T18:30:00.000+0000
⚠️ 5.0 business days
📅
Dispatch Scheduled by Kourtney Smith Apr 2, 9:03 AM
Scheduled For: 2026-04-10T18:30:00.000+0000
⚠️ 6.0 business days
📅
Dispatch Scheduled by Kourtney Smith Apr 9, 9:02 AM
Scheduled For: 2026-04-17T18:30:00.000+0000
4.0 business days
📅
Dispatch Scheduled by Kourtney Smith Apr 14, 11:03 AM
Scheduled For: 2026-04-22T18:30:00.000+0000
⚠️ 6.0 business days
📅
Dispatch Scheduled by Kourtney Smith Apr 21, 8:31 AM
Scheduled For: 2026-04-24T18:30:00.000+0000
📅
Dispatch Scheduled by Kourtney Smith Apr 21, 10:37 AM
Scheduled For: 2026-04-30T18:30:00.000+0000
⚠️ 6.0 business days
📅
Dispatch Scheduled by Kourtney Smith Apr 28, 11:44 AM
Scheduled For: 2026-05-06T18:30:00.000+0000
3.0 business days
📅
Dispatch Scheduled by Kourtney Smith Apr 30, 3:56 PM
Scheduled For: 2026-05-13T18:30:00.000+0000
⚠️ 5.0 business days
📅
Dispatch Scheduled by Kourtney Smith May 6, 10:27 AM
Scheduled For: 2026-05-26T18:30:00.000+0000
🚨 14.0 business days
🔧
Status: Tech On Site by Erwin Forster May 26, 10:51 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 61d 1h
✔️
Status: Completed by Erwin Forster May 26, 11:12 AM
From: Tech On Site
To: Completed
Duration in Previous: 21m
⏱️
3x Labor Added May 26, 5:09 PM
Type: Labor, Expenses
Status: Open
Qty: 1.5833333333333, 0.41666666666667
🏁
Status: Closed by Erwin Forster May 26, 5:58 PM
From: Completed
To: Closed
Duration in Previous: 6h 46m
2.8 business days
📄
Status: Ready to Bill by Hannah Shaw May 28, 10:01 AM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 16h
3.0 business days
💵
2 Status: Billing Review Jun 1, 5:40 PM
Status: Billing Review → Status: WO Correction Needed
✏️
Status: WO Correction Needed by Yecenia Campos
From: Billing Review
To: WO Correction Needed
Duration in Previous: 1m
🚗
2 Travel Added Jun 1, 5:47 PM
Travel Added → Status: Closed
🏁
Status: Closed by Shawn Rogers
From: WO Correction Needed
To: Closed
Duration in Previous: 6m
📄
Status: Ready to Bill by Hannah Shaw Jun 2, 9:07 AM
From: Closed
To: Ready to Bill
Duration in Previous: 15h 19m
2.0 business days
📨
Status: Invoice Pending by Hannah Shaw Jun 3, 12:50 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 1d 3h
💰
Status: Invoiced by Hannah Shaw Jun 3, 1:02 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 11m
⚠️ 9.0 business days
🧾
Invoice Created Jun 15, 2:55 PM
Invoice Number: SM-263716

Bottlenecks

Scheduled
Duration: 43.0 business days (threshold: 2.0 business days)
Exceeded by 41.0 business days
Closed
Duration: 2.3 business days (threshold: 1.0 business days)
Exceeded by 1.3 business days
Ready to Bill
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Closed
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.2 business hours
Ready to Bill
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
ERLA - PROD
Technician
Erwin Forster
Scheduled
May 26, 2:30 PM
Created
Jan 2, 3:15 PM
Invoice #
SM-263716

Work Details (4)

Name Type Status Qty Amount Date
WL-03238285 Labor Open 1.5833333333333 $0.00 May 26, 5:09 PM
WL-03238286 Labor Open 0.41666666666667 $194.25 May 26, 5:09 PM
WL-03238287 Expenses Open 1 $0.00 May 26, 5:09 PM
WL-03244488 Travel Open 73 $0.00 Jun 1, 5:47 PM

Details