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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01233699 ↗ ServiceMax

CVS • Preventive Maintenance • PSM

📍 CVS - CVS-09938 — 3625 Mount Diablo Boulevard, Lafayette CA, 94549

Jan 2, 2025 → Apr 8, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2025 · Target: Jan 31, 2025
✗ SLA Missed (294 biz days late)
Active: 315 biz days
🕐 Clock stopped: Completed (Apr 8, 2026)
236d
▶ Clock Running
Status: Created
Jan 2 → Dec 12, 2025
236 business days (counted)
Running total: 236 of ? biz days used
⏸ Clock Paused
Status: Ready for Release
Dec 12 → Dec 12, 2025
0 business days (not counted)
▶ Clock Running
Status: Assigned
Dec 12 → Dec 12, 2025
0 business days (counted)
Running total: 236 of ? biz days used
52d
▶ Clock Running
Status: Scheduled
Dec 12 → Mar 2, 2026
52 business days (counted)
Running total: 288 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 2 → Mar 2, 2026
0 business days (counted)
Running total: 288 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Mar 2 → Mar 2, 2026
0 business days (counted)
Running total: 288 of ? biz days used
27d
▶ Clock Running
Status: Scheduled
Mar 2 → Apr 8, 2026
27 business days (counted)
Running total: 315 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 8 → Apr 8, 2026
0 business days (counted)
Running total: 315 of ? biz days used
Created: Jan 2, 2025 Completed: Apr 8, 2026
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Jan 2 → Dec 12 Created ▶ Running 236 236
Dec 12 → Dec 12 Ready for Release ⏸ Paused 0
Dec 12 → Dec 12 Assigned ▶ Running 0 236
Dec 12 → Mar 2 Scheduled ▶ Running 52 288
Mar 2 → Mar 2 Tech On Site ▶ Running 0 288
Mar 2 → Mar 2 Tech Off Site ▶ Running 0 288
Mar 2 → Apr 8 Scheduled ▶ Running 27 315
Apr 8 → Apr 8 Tech On Site ▶ Running 0 315
Holding 236.5d (excluded)
Coordinators 80.1d
Field Work 0.5d
Billing 20.5d
✗ SLA Missed
Holding (excluded from total)
236.5 days
Coordinators
80.1 days
Over SLA
Field Work
0.5 days
Billing
20.5 days
Over SLA
Created: Jan 2, 2025 Due: Dec 31, 2026 Completed: Apr 9, 2026 (266 days early)
📅
315.8 days Total Age
⏱️
236.5d in On Hold Longest Stage
🔄
10 transitions Status Changes
⚠️
93.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
👤 Self-scheduled by Angel Rios — scheduling delays attributed to technician, not coordinators
Visit 1 Apr 8, 2026

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 93.6 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
0.1d
Scheduled
80.1d / 2.0d SLA
Tech Off Site
0.1d / 2.0d SLA
Tech On Site
0.0d / 1.0d SLA
Completed
0.4d / 1.0d SLA
Closed
1.0d / 1.0d SLA
Ready to Bill
17.6d / 1.0d SLA
Invoice Pending
2.9d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/02 ARios - Clicked tech on site on 3/02 by accident, I was never on site, clicked tech off site.

🔧 Work Performed
None, kiosk not available.
🔍 Technician Findings
Kiosk not located on sales floor. Spoke with store manager (Bill Ligon) who advised unit has been disposed of. Informed manager that EMSAR can replace the unit, however he stated replacement decisions are handled by corporate.
⚠️ 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, 3:16 PM
Work Order: WO-01233699
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
👷
3 Technician Assigned Dec 12, 1:42 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Michael Burris
From: Ready for Release, Assigned
To: Assigned, Scheduled
Duration in Previous: 33m, 0m
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-01-08T17:00:00.000+0000
⚠️ 9.0 business days
📅
Dispatch Scheduled by Michael Burris Dec 24, 10:52 AM
Scheduled For: 2026-01-05T17:00:00.000+0000
4.0 business days
📅
Dispatch Scheduled by Michael Burris Dec 30, 5:49 PM
Scheduled For: 2026-01-06T17:00:00.000+0000
📅
Dispatch Scheduled by Michael Burris Dec 31, 4:07 PM
Scheduled For: 2026-01-12T17:00:00.000+0000
4.0 business days
📅
Dispatch Scheduled by Michael Burris Jan 6, 9:36 AM
Scheduled For: 2026-01-16T17:00:00.000+0000
4.0 business days
📅
2 Dispatch Scheduled Jan 9, 4:03 PM
Dispatch Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-01-19T17:00:00.000+0000
4.0 business days
📅
Dispatch Scheduled by Michael Burris Jan 14, 10:49 AM
Scheduled For: 2026-01-20T17:00:00.000+0000
📅
Dispatch Scheduled by Michael Burris Jan 14, 2:12 PM
Scheduled For: 2026-01-27T17:00:00.000+0000
3.0 business days
📅
Dispatch Scheduled by Michael Burris Jan 19, 11:08 AM
Scheduled For: 2026-01-27T19:00:00.000+0000
3.0 business days
📅
Dispatch Scheduled by Michael Burris Jan 22, 12:28 PM
Scheduled For: 2026-02-02T19:00:00.000+0000
⚠️ 9.0 business days
📅
Dispatch Scheduled by Michael Burris Feb 3, 2:09 PM
Scheduled For: 2026-02-16T19:00:00.000+0000
4.0 business days
📅
Dispatch Scheduled by Michael Burris Feb 6, 10:23 AM
Scheduled For: 2026-02-20T17:00:00.000+0000
⚠️ 6.0 business days
📅
Dispatch Scheduled by Michael Burris Feb 13, 11:58 AM
Scheduled For: 2026-02-20T18:00:00.000+0000, 2026-02-23T18:00:00.000+0000
1.0 business days
📅
Dispatch Scheduled by Michael Burris Feb 16, 1:14 PM
Scheduled For: 2026-02-24T18:00:00.000+0000
2.0 business days
📅
Dispatch Scheduled by Michael Burris Feb 18, 12:29 PM
Scheduled For: 2026-02-27T18:00:00.000+0000
4.0 business days
📅
Dispatch Scheduled by Michael Burris Feb 23, 12:47 PM
Scheduled For: 2026-02-03T18:00:00.000+0000
📅
Dispatch Scheduled by Michael Burris Feb 24, 11:50 AM
Scheduled For: 2026-03-03T18:00:00.000+0000
2.0 business days
📅
Dispatch Scheduled by Michael Burris Feb 25, 1:14 PM
Scheduled For: 2026-03-04T18:00:00.000+0000
📅
Dispatch Scheduled by Michael Burris Feb 26, 11:28 AM
Scheduled For: 2026-03-06T18:00:00.000+0000
2.0 business days
📅
Dispatch Scheduled by Michael Burris Feb 27, 1:27 PM
Scheduled For: 2026-03-06T17:00:00.000+0000
2.0 business days
🔧
Status: Tech On Site by Angel Rios Mar 2, 2:48 PM
From: Scheduled, Tech On Site
To: Tech On Site, Tech Off Site
Duration in Previous: 80d 1h, 0m
📅
3 Dispatch Scheduled Mar 2, 3:27 PM
Dispatch Scheduled → Status: Scheduled → Dispatch Scheduled
🗓️
Status: Scheduled by Michael Burris
From: Tech Off Site
To: Scheduled
Duration in Previous: 37m
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-03-11T17:00:00.000+0000
📅
2 Dispatch Scheduled Mar 2, 4:05 PM
Dispatch Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-03-12T17:00:00.000+0000
2.0 business days
📅
Dispatch Scheduled by Michael Burris Mar 3, 4:21 PM
Scheduled For: 2026-03-19T17:00:00.000+0000
4.0 business days
📅
Dispatch Scheduled by Michael Burris Mar 6, 2:00 PM
Scheduled For: 2026-03-18T17:00:00.000+0000
⚠️ 7.0 business days
📅
Dispatch Scheduled by Michael Burris Mar 16, 12:33 PM
Scheduled For: 2026-03-19T17:00:00.000+0000
3.0 business days
📅
2 Dispatch Scheduled Mar 18, 11:15 AM
Dispatch Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-03-24T20:30:00.000+0000
📅
Dispatch Scheduled by Michael Burris Mar 18, 4:14 PM
Scheduled For: 2026-03-25T20:30:00.000+0000, 2026-03-24T20:30:00.000+0000
📅
Dispatch Scheduled by Rhea Berry Mar 18, 4:48 PM
Scheduled For: 2026-03-30T20:30:00.000+0000
2.9 business days
📅
Dispatch Scheduled by Michael Burris Mar 20, 4:31 PM
Scheduled For: 2026-04-01T20:00:00.000+0000
2.9 business days
📅
Dispatch Scheduled by Michael Burris Mar 24, 12:07 PM
Scheduled For: 2026-04-02T20:00:00.000+0000
4.0 business days
📅
Dispatch Scheduled by Michael Burris Mar 27, 2:10 PM
Scheduled For: 2026-04-06T20:00:00.000+0000
3.0 business days
📅
Dispatch Scheduled by Michael Burris Mar 31, 10:39 AM
Scheduled For: 2026-04-08T20:00:00.000+0000
⚠️ 5.0 business days
📅
Dispatch Scheduled by Michael Burris Apr 6, 1:48 PM
Scheduled For: 2026-04-08T23:30:00.000+0000, 2026-04-08T22:00:00.000+0000
3.0 business days
🚗
Travel Added Apr 8, 6:36 PM
Type: Travel
Status: Open
Qty: 5
🔧
Status: Tech On Site by Angel Rios Apr 8, 7:16 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 37d 2h
⏱️
2 3x Labor Added Apr 8, 7:28 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Angel Rios
From: Tech On Site
To: Completed
Duration in Previous: 13m
⏱️
2 Labor Added Apr 8, 10:39 PM
Labor Added → Status: Closed
🏁
Status: Closed by Angel Rios
From: Completed
To: Closed
Duration in Previous: 3h 9m
📄
Status: Ready to Bill by Hannah Shaw Apr 9, 3:00 PM
From: Closed
To: Ready to Bill
Duration in Previous: 16h 21m
🚨 18.0 business days
📨
Status: Invoice Pending by Hannah Shaw May 4, 12:46 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 24d 21h
3.0 business days
🧾
2 Invoice Created May 6, 12:40 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Hannah Shaw
From: Invoice Pending
To: Invoiced
Duration in Previous: 1d 23h

Bottlenecks

Scheduled
Duration: 52.7 business days (threshold: 2.0 business days)
Exceeded by 50.7 business days
Scheduled
Duration: 27.4 business days (threshold: 2.0 business days)
Exceeded by 25.4 business days
Ready to Bill
Duration: 17.6 business days (threshold: 1.0 business days)
Exceeded by 16.6 business days
Invoice Pending
Duration: 2.9 business days (threshold: 2.0 business days)
Exceeded by 7.2 business hours

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
ERLA - PROD
Technician
Angel Rios
Scheduled
Apr 8, 6:00 PM
Created
Jan 2, 3:16 PM
Invoice #
SM-260917

Work Details (5)

Name Type Status Qty Amount Date
WL-03178569 Travel Open 5 $0.00 Apr 8, 6:36 PM
WL-03178666 Labor Open 0.25 $0.00 Apr 8, 7:28 PM
WL-03178667 Labor Open 0.5 $194.25 Apr 8, 7:28 PM
WL-03178668 Travel Open 88 $0.00 Apr 8, 7:28 PM
WL-03178834 Labor Open 3 $0.00 Apr 8, 10:39 PM

Details