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WO-01329377 ↗ ServiceMax

AGILENT TECHNOLOGIES (ASP) • Preventive Maintenance • PC

📍 Traditional Medicinals — 4515 Ross Rd, Sebastopol CA, 95472

Jan 5, 2026 → Mar 4, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Mar 31, 2026
✓ SLA Met (19 biz days early)
Active: 40 biz days
🕐 Clock stopped: Completed (Mar 4, 2026)
▶ Clock Running
Status: Created
Jan 5 → Jan 5, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 5 → Jan 5, 2026
0 business days (counted)
Running total: 0 of ? biz days used
11d
▶ Clock Running
Status: Assigned
Jan 5 → Jan 21, 2026
11 business days (counted)
Running total: 11 of ? biz days used
29d
▶ Clock Running
Status: Scheduled
Jan 21 → Mar 4, 2026
29 business days (counted)
Running total: 40 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 4 → Mar 4, 2026
0 business days (counted)
Running total: 40 of ? biz days used
Created: Jan 5, 2026 Completed: Mar 4, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Jan 5 → Jan 5 Created ▶ Running 0 0
Jan 5 → Jan 5 Ready for Scheduling ▶ Running 0 0
Jan 5 → Jan 21 Assigned ▶ Running 11 11
Jan 21 → Mar 4 Scheduled ▶ Running 29 40
Mar 4 → Mar 4 Tech On Site ▶ Running 0 40
Dispatch 0.0d
Coordinators 40.9d
Field Work 1.0d
Billing 24.6d
✓ SLA Met
Dispatch
0.0 days
Coordinators
40.9 days
Over SLA
Field Work
1.0 days
Billing
24.6 days
Over SLA
Created: Jan 5, 2026 Due: Mar 31, 2026 Completed: Mar 4, 2026 (27 days early)
📅
40.6 days Total Age
⏱️
29.3d in Scheduled Longest Stage
🔄
10 transitions Status Changes
⚠️
60.9d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
7 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00556092
6008311722
Closed
28R SYS-LC-1260II Contract ends 03/01/2028 repair included PM G4761A DEBBP49487 Upgrade InfinityLab Sample Thermostat G7112BR DEAE901563 Agil Cert Pre-own 1260 Inf. II Bin. Pump G7129AR DEAEQ29735 Agil Cert Pre-own 1260 Inf. II V Sampler G7117CR DEAEK11146 Agil Cert Pre-own 1260 Inf. II Diode AD
Priority
High
Origin
Web
Reason
New Case
Contact
Erin McKinsey
Owner
Leona Coonrod
Created
Jan 5, 2026
Work Orders from this Case (1)
WO-01329377 (current) Invoiced
Preventive Maintenance • Larry Alberty
Created: Jan 5, 2026 • Closed: Mar 4, 2026
Completed with significant delays
Invoiced • 221 days old
🚨
Primary Delay 29.3 days stuck in "Scheduled"
⏱️
Total Delay 60.9 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
Assigned
11.6d / 0.5d SLA
Scheduled
29.3d / 2.0d SLA
Tech On Site
1.0d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
0.4d / 1.0d SLA
Ready to Bill
24.5d / 1.0d SLA
Billing Review
0.0d / 2.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

8 Jan 2026 Larry Alberty

Reached out again 2nd attempt.


6 Jan 2026 Larry Alberty

Reached out to location with proposed onsite visit time frame.


Please assign to Larry Alberty ARP to site is 97 miles. Zone 2

🔧 Work Performed
Completed LC PM.
⚠️ Problem Description
28R SYS-LC-1260II Contract ends 03/01/2028 repair included PM G4761A DEBBP49487 Upgrade InfinityLab Sample Thermostat G7112BR DEAE901563 Agil Cert Pre-own 1260 Inf. II Bin. Pump G7129AR DEAEQ29735 Agil Cert Pre-own 1260 Inf. II V Sampler G7117CR DEAEK11146 Agil Cert Pre-own 1260 Inf. II Diode AD
📄 Description
Agil Cert Pre-own 1260 Inf. II Bin. Pump

Timeline

📞
▶
4 Case Linked Jan 5, 1:57 PM
Case Linked → Work Order Created → Status: Ready for Scheduling → Technician Assigned
📋
Work Order Created
Work Order: WO-01329377
Type: Preventive Maintenance
Priority: PC
📅
Status: Ready for Scheduling by Leona Coonrod
From: Entered, Ready for Scheduling
To: Ready for Scheduling, Assigned
Duration in Previous: 0m
👷
Technician Assigned by Leona Coonrod
Technician: Larry Alberty
🚨 12.0 business days
🗓️
▶
2 Status: Scheduled Jan 21, 4:36 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Larry Alberty
Scheduled For: 2026-03-04T14:00:00.000+0000
🚨 29.9 business days
🔧
▶
2 Status: Tech On Site Mar 4, 8:45 AM
Status: Tech On Site → 4x Travel Added
🚗
4x Travel Added
Type: Travel, Parts
Status: Open
Qty: 96, 1
✔️
▶
3 Status: Completed Mar 4, 6:25 PM
Status: Completed → 3x Labor Added → Status: Closed
⏱️
3x Labor Added
Type: Labor
Status: Open
Qty: 2, 4
🏁
Status: Closed by Larry Alberty
From: Completed
To: Closed
Duration in Previous: 2m
📄
Status: Ready to Bill by Hannah Shaw Mar 4, 9:30 PM
From: Closed
To: Ready to Bill
Duration in Previous: 3h 2m
🚨 23.3 business days
💵
▶
2 Status: Billing Review Apr 6, 3:50 PM
Status: Billing Review → Status: Ready to Bill
📄
Status: Ready to Bill by Hannah Shaw
From: Billing Review
To: Ready to Bill
Duration in Previous: 1m
📨
Status: Invoice Pending by Hannah Shaw Apr 7, 12:36 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 20h 44m
💰
Status: Invoiced by Hannah Shaw Apr 7, 12:56 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 20m
🧾
Invoice Created Apr 7, 5:31 PM
Invoice Number: SM-258564

Bottlenecks

Assigned
Duration: 11.6 business days (threshold: 4.0 business hours)
Exceeded by 11.1 business days
Scheduled
Duration: 29.3 business days (threshold: 2.0 business days)
Exceeded by 27.3 business days
Ready to Bill
Duration: 23.0 business days (threshold: 1.0 business days)
Exceeded by 22.0 business days
Ready to Bill
Duration: 1.5 business days (threshold: 1.0 business days)
Exceeded by 4.1 business hours

🔗 Related Artifacts

📞
Case 00556092
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Preventive Maintenance
Branch
N/A
Technician
Larry Alberty
Scheduled
Mar 4, 9:00 AM
Created
Jan 5, 2:00 PM
Invoice #
SM-258564

Work Details (7)

Name Type Status Qty Amount Date
WL-03129232 Travel Open 96 $0.00 Mar 4, 8:47 AM
WL-03129233 Travel Open 96 $0.00 Mar 4, 8:47 AM
WL-03129234 Parts Open 1 $0.00 Mar 4, 8:47 AM
WL-03129235 Parts Open 1 $0.00 Mar 4, 8:47 AM
WL-03130574 Labor Open 2 $150.00 Mar 4, 6:26 PM
WL-03130575 Labor Open 4 $484.00 Mar 4, 6:26 PM
WL-03130576 Labor Open 2 $150.00 Mar 4, 6:26 PM

Details