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WO-01313022 ↗ ServiceMax

JAMES L WEST CENTER • Evaluation • P7

📍 James L West Center — 1111 Summit Avenue, Fort Worth TX, 76102

Nov 4, 2025 → Mar 23, 2026

✅ Completed
P7
SLA Clock
7 business days from creation · Target: Nov 14, 2025
✗ SLA Missed (28 biz days late)
Active: 35 biz days
Paused: 57 biz days
Budget: 7 biz days
🕐 Clock stopped: Completed (Mar 23, 2026)
SLA Target
▶ Clock Running
Status: Created
Nov 4 → Nov 4, 2025
0 business days (counted)
Running total: 0 of 7 biz days used
▶ Clock Running
Status: Ready for Scheduling
Nov 4 → Nov 4, 2025
0 business days (counted)
Running total: 0 of 7 biz days used
▶ Clock Running
Status: Assigned
Nov 4 → Nov 6, 2025
2 business days (counted)
Running total: 2 of 7 biz days used
▶ Clock Running
Status: Scheduled
Nov 6 → Nov 7, 2025
1 business day (counted)
Running total: 3 of 7 biz days used
⏸51d
⏸ Clock Paused
Status: Awaiting Parts
Nov 7 → Jan 27, 2026
51 business days (not counted)
20d
▶ Clock Running
Status: Ready for Scheduling
Jan 27 → Feb 25, 2026
20 business days (counted)
Running total: 23 of 7 biz days used
12d
▶ Clock Running
Status: Assigned
Feb 25 → Mar 14, 2026
12 business days (counted)
Running total: 35 of 7 biz days used
▶ Clock Running
Status: Completed
Mar 14 → Mar 14, 2026
0 business days (counted)
Running total: 35 of 7 biz days used
⏸ Clock Paused
Status: Awaiting Parts - Customer
Mar 14 → Mar 23, 2026
6 business days (not counted)
Created: Nov 4, 2025 Completed: Mar 23, 2026
Business Days Used 35 / 7
0 7d budget +28d over
Show SLA Clock Detail (9 periods)
Period Status Clock Biz Days Running Total
Nov 4 → Nov 4 Created ▶ Running 0 0 / 7
Nov 4 → Nov 4 Ready for Scheduling ▶ Running 0 0 / 7
Nov 4 → Nov 6 Assigned ▶ Running 2 2 / 7
Nov 6 → Nov 7 Scheduled ▶ Running 1 3 / 7
Nov 7 → Jan 27 Awaiting Parts ⏸ Paused 51
Jan 27 → Feb 25 Ready for Scheduling ▶ Running 20 23 / 7
Feb 25 → Mar 14 Assigned ▶ Running 12 35 / 7
Mar 14 → Mar 14 Completed ▶ Running 0 35 / 7
Mar 14 → Mar 23 Awaiting Parts - Customer ⏸ Paused 6
Dispatch 0.0d
Material Management 57.3d
Coordinators 37.6d
Field Work 0.0d
Billing 42.6d
✗ SLA Missed
Dispatch
0.0 days
Material Management
57.3 days
Over SLA
Coordinators
37.6 days
Over SLA
Field Work
0.0 days
Billing
42.6 days
Over SLA
Created: Nov 4, 2025 Due: Nov 13, 2025 Completed: Mar 23, 2026 (129 days late)
📅
92.5 days Total Age
⏱️
51.3d in Awaiting Parts Longest Stage
🔄
15 transitions Status Changes
⚠️
123.1d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
6 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 Christopher Ables — scheduling delays attributed to technician, not coordinators
Visit 1 Nov 7, 2025
Visit 2 Mar 9, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00539323
EMSAR Customer Set-Up / Update Sheet
Closed
Q-00030924 2 pieces of equipment Manufacturer & Model: Cirrus Serial: 411/412 Issue: 412 is saying cycle succeeded/ 411 won't hold charge Customer confirmed these are Tollos Cirrus Ceiling Lifts. Units will need evaluated-Quote 1 hour per unit for the eval,review and testing to determine if parts are needed at all.
Priority
Standard
Origin
Web
Reason
New Case
Contact
Jason Bernard
Owner
Sherry Reich
Created
Oct 29, 2025
Work Orders from this Case (2)
WO-01313022 (current) Invoiced
Evaluation • Christopher Ables
Created: Nov 4, 2025 • Closed: Mar 23, 2026
WO-01313024 Invoiced
Evaluation • Christopher Ables
Created: Nov 4, 2025 • Closed: Mar 23, 2026
Completed with significant delays
Invoiced • 282 days old
🚨
Primary Delay 51.3 days stuck in "Awaiting Parts"
⏱️
Total Delay 123.1 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
20.8d / 1.0d SLA
Assigned
15.5d / 0.5d SLA
Scheduled
1.4d / 2.0d SLA
Awaiting Parts
51.3d / 3.0d SLA
Awaiting Parts - Customer
6.0d
Completed
0.0d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Billing Review
40.9d / 2.0d SLA
Ready to Bill
1.7d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

5/19/26 DPatton - Repair & Evaluation line is not an option to choose on the WDL.


3/24/26DPatton - Hi @Scott Berry​ This IP is marked "Inactive" - can you make it active so we can enter the component on the WO? Cirrus 450 (Tollos) SN# CL-12008


TBA exceeded quote due to additional trip

11/4/25 SReich - Model # not provided to enter the IP.

12-2-25 CAbles 12-2-25 CAbles Model number has been in tech findings since 11-7 2025


12-2-25 XCAbles have batteries been sent yet. Work order is getting old.

12-15-25 CAbles I need someone to reach out to me today regarding the parts order I made back in November.

1-5-2026 CAbles @parts. I really need someone to call me or let me know what is going on with shipment of batteries for this work order and work order 1313024 as soon as possible.

🔧 Work Performed
Inspection of Lift. Checked charging system, batteries, and trolley pickups on trolly. 3-9-26 CAbles Batteiries arrived at location. Went and changed out with new ones. Return travel will be on another work order as I am working on 3 separate work orders at this location at same time.
🔍 Technician Findings
Cirrus 450 (Tollos) SN# CL-12008 Room 411 Found that system is charging but the batteries won't hold a good charge due to age. Charging system output is 27.3 VDC and 27.5 VDC. Battery 1 has 4.7VDC and second battery has 7.3 VDC. Batteries are only taking 34% charge and won't hold a sufficient charge to run unit. Batteries will need replaced.
⚠️ Problem Description
Q-00030924 Manufacturer & Model: Cirrus Serial: 411 Issue: 411 won't hold charge Customer confirmed these are Tollos Cirrus Ceiling Lifts. Units will need evaluated-Quote 1 hour per unit for the eval,review and testing to determine if parts are needed at all.
📄 Description
Tollos Cirrus 600 Ceiling Lift

Timeline

📞
Case Linked Oct 29, 2:09 PM
Case Number: 00539323
Subject: EMSAR Customer Set-Up / Update Sheet
Status: Closed
⚠️ 5.0 business days
📋
2 Work Order Created Nov 4, 3:04 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 3m
👷
2 Technician Assigned Nov 4, 3:20 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 12m
👷
Technician Assigned by Kaitlyn Kelch Nov 4, 3:33 PM
Technician: Christopher Ables
3.0 business days
🗓️
2 Status: Scheduled Nov 6, 3:46 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Christopher Ables
Scheduled For: 2025-11-07T14:00:00.000+0000, 2025-11-07T15:00:00.000+0000
2.0 business days
⏱️
2x Labor Added Nov 7, 4:12 PM
Type: Labor
Status: Open
Qty: 1.4166666666667
📦
2 Parts Requested Nov 7, 4:26 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Christopher Ables
From: Scheduled
To: Awaiting Parts
Duration in Previous: 1d 0h
🚨 51.9 business days
📅
2 Status: Ready for Scheduling Jan 27, 1:07 PM
Status: Ready for Scheduling → 2x Parts Added
🔩
2x Parts Added
Type: Parts, Expenses
Status: Open
Qty: 2, 1
🚨 21.0 business days
👷
2 Technician Assigned Feb 25, 9:04 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 28d 19h
🚨 13.0 business days
⏱️
2 2x Labor Added Mar 14, 3:13 PM
2x Labor Added → Status: Completed
✔️
Status: Completed by Christopher Ables
From: Assigned, Completed
To: Completed, Awaiting Parts - Customer
Duration in Previous: 17d 5h, 0m
⚠️ 6.0 business days
✔️
Status: Completed by Christopher Ables Mar 23, 8:51 AM
From: Awaiting Parts - Customer
To: Completed
Duration in Previous: 8d 17h
🏁
Status: Closed by Christopher Ables Mar 23, 9:08 AM
From: Completed
To: Closed
Duration in Previous: 16m
2.0 business days
💵
Status: Billing Review by Diane Patton Mar 24, 1:09 PM
From: Closed
To: Billing Review
Duration in Previous: 1d 4h
🚨 41.0 business days
📄
2 Status: Ready to Bill May 19, 2:15 PM
Status: Ready to Bill → Status: Billing Review
💵
Status: Billing Review by Diane Patton
From: Ready to Bill
To: Billing Review
Duration in Previous: 2m
📄
Status: Ready to Bill by Diane Patton May 19, 2:29 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 12m
2.0 business days
📨
3 Status: Invoice Pending May 20, 3:00 PM
Status: Invoice Pending → Invoice Created → Status: Invoiced
🧾
Invoice Created
Invoice Number: SM-262493
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m

Bottlenecks

Assigned
Duration: 2.5 business days (threshold: 4.0 business hours)
Exceeded by 2.0 business days
Awaiting Parts
Duration: 51.3 business days (threshold: 3.0 business days)
Exceeded by 48.3 business days
Ready for Scheduling
Duration: 20.7 business days (threshold: 1.0 business days)
Exceeded by 19.7 business days
Assigned
Duration: 13.0 business days (threshold: 4.0 business hours)
Exceeded by 12.5 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Billing Review
Duration: 40.9 business days (threshold: 2.0 business days)
Exceeded by 38.9 business days
Ready to Bill
Duration: 1.7 business days (threshold: 1.0 business days)
Exceeded by 5.5 business hours

🔗 Related Artifacts

📞
Case 00539323
Closed
📦
Parts Order 00084998
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P7
Type
Evaluation
Branch
N/A
Technician
Christopher Ables
Scheduled
N/A
Created
Nov 4, 3:04 PM
Invoice #
SM-262493

Work Details (6)

Name Type Status Qty Amount Date
WL-03000272 Labor Open 1.4166666666667 $178.50 Nov 7, 4:12 PM
WL-03000273 Labor Open 1 $149.00 Nov 7, 4:12 PM
WL-03079920 Parts Open 2 $139.34 Jan 27, 1:09 PM
WL-03079921 Expenses Open 1 $15.75 Jan 27, 1:09 PM
WL-03144641 Labor Open 1.5 $178.50 Mar 14, 3:13 PM
WL-03144642 Labor Open 0.5 $74.50 Mar 14, 3:13 PM

Details