Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01300751 ↗ ServiceMax

LORETTO • Delivery • PSM

📍 LORETTO — 700 EAST BRIGHTON AVE, SYRACUSE NY, 13205

Sep 2, 2025 → Sep 9, 2025

✅ Completed
PSM Last business day of September 2025
Target: Sep 30, 2025
🕐 Clock stopped: Completed (Sep 9)
✓ SLA Met (20d early)
Dispatch 0.0d
Coordinators 6.3d
Field Work 0.2d
Billing 0.0d
✓ SLA Met
Dispatch
0.0 days
Coordinators
6.3 days
Over SLA
Field Work
0.2 days
Billing
0.0 days
Created: Sep 2, 2025 Due: Oct 2, 2025 Completed: Sep 9, 2025 (23 days early)
📅
5.4 days Total Age
⏱️
4.9d in Scheduled Longest Stage
🔄
9 transitions Status Changes
⚠️
3.9d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00520141
L2 review - OMNI
Closed
Need to have 1 Delivery WO Need Field tech to pick up and deliver to Syracuse Depot O2 Concentrators Asset: 13082744 - Stopped running Asset: 13049833 - Compressor does not run. Asset: 13040954 - Alarm goes off. Asset: 13040969 - O2 light flashes
Priority
High
Origin
Phone
Reason
New Case
Contact
Trevor Brown
Owner
Kimberly Hardison
Created
Aug 19, 2025
Work Orders from this Case (5)
WO-01300751 (current) Invoiced
Delivery • Taylor Duda
Created: Sep 2, 2025 • Closed: Sep 9, 2025
WO-01300755 Invoiced
Depot - Syracuse • Ryan Schwochow
Created: Sep 2, 2025 • Closed: Nov 6, 2025
WO-01300756 Invoiced
Depot - Syracuse • Billy Peters
Created: Sep 2, 2025 • Closed: Nov 6, 2025
WO-01300757 Invoiced
Depot - Syracuse • Ryan Schwochow
Created: Sep 2, 2025 • Closed: Nov 6, 2025
WO-01300758 Invoiced
Depot - Syracuse • Ryan Schwochow
Created: Sep 2, 2025 • Closed: Dec 4, 2025
Completed with minor delays
Invoiced • 254 days old
🚨
Primary Delay 4.9 days stuck in "Scheduled"
⏱️
Total Delay 3.9 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
1.4d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
4.9d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Completed
0.1d / 1.0d SLA
Closed
1.7d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
9/3 KSmith -- Scheduled for 9/8 with Trevor on WO-01296676

9/3 KSmith -- Schedule with open repair WOs,

WO-01296703


WO-01296697

WO-01296676

🔧 Work Performed
DELIVERY OF ASSET #S LISTED FROM SITE TO SYR DEPOT
🔍 Technician Findings
DELIVERY OF ASSET #S LISTED FROM SITE TO SYR DEPOT
⚠️ Problem Description
Need to have 1 Delivery WO Need Field tech to pick up and deliver to Syracuse Depot O2 Concentrators Asset: 13082744 - Stopped running Asset: 13049833 - Compressor does not run. Asset: 13040954 - Alarm goes off. Asset: 13040969 - O2 light flashes

Timeline

📞
Case Linked Aug 19, 10:16 AM
Case Number: 00520141
Subject: L2 review - OMNI
Status: Closed
🚨 11.0 business days
📋
Work Order Created Sep 2, 4:54 PM
Work Order: WO-01300751
Type: Delivery
Priority: PSM
📅
Status: Ready for Scheduling by Kimberly Hardison Sep 2, 5:05 PM
From: Entered
To: Ready for Scheduling
Duration in Previous: 10m
👷
▶
2 Technician Assigned Sep 3, 12:50 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 19h 45m
📅
▶
2 Dispatch Scheduled Sep 3, 1:03 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 12m
⏳ 2.0 business days
📅
Dispatch Scheduled by Kourtney Smith Sep 4, 1:49 PM
Scheduled For: 2025-09-25T12:00:00.000+0000
📅
Dispatch Scheduled by Kourtney Smith Sep 4, 1:55 PM
Scheduled For: 2025-09-09T19:00:00.000+0000
⏳ 4.0 business days
⏱️
Labor Added Sep 9, 12:22 PM
Type: Labor
Status: Open
Qty: 3
🔧
Status: Tech On Site by Taylor Duda Sep 9, 1:17 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 6d 0h
✔️
Status: Completed by Taylor Duda Sep 9, 2:03 PM
From: Tech On Site
To: Completed
Duration in Previous: 46m
⏱️
4x Labor Added Sep 9, 2:26 PM
Type: Labor, Travel
Status: Open
Qty: 0.75, 0.5, 154, 18
🏁
Status: Closed by Taylor Duda Sep 9, 2:37 PM
From: Completed
To: Closed
Duration in Previous: 34m
⏳ 2.0 business days
📄
▶
2 Status: Ready to Bill Sep 10, 5:32 PM
Status: Ready to Bill → Status: Invoice Pending
📨
Status: Invoice Pending by Hannah Shaw
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 1m
💰
Status: Invoiced by Hannah Shaw Sep 10, 5:39 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 5m
⏳ 2.8 business days
🧾
Invoice Created Sep 12, 4:02 PM
Invoice Number: SM-240556

Bottlenecks

Ready for Scheduling
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 2.9 business hours
Scheduled
Duration: 4.9 business days (threshold: 2.0 business days)
Exceeded by 2.9 business days
Closed
Duration: 1.7 business days (threshold: 1.0 business days)
Exceeded by 5.4 business hours

🔗 Related Artifacts

📞
Case 00520141
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Delivery
Branch
N/A
Technician
Taylor Duda
Scheduled
Sep 9, 3:00 PM
Created
Sep 2, 4:54 PM
Invoice #
SM-240556

Work Details (5)

Name Type Status Qty Amount Date
WL-02929664 Labor Open 3 $0.00 Sep 9, 12:22 PM
WL-02929815 Labor Open 0.75 $0.00 Sep 9, 2:26 PM
WL-02929816 Labor Open 0.5 $0.00 Sep 9, 2:26 PM
WL-02929817 Travel Open 154 - Sep 9, 2:26 PM
WL-02929818 Travel Open 18 - Sep 9, 2:26 PM

Details