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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01340063 ↗ ServiceMax

Accucold • Preventive Maintenance • PSM

📍 1012 - West Covina — 420 S. Glendora Ave, West Covina CA, 91790

Jan 27, 2026 → Apr 13, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (3 biz days late)
Active: 6 biz days
Paused: 46 biz days
🕐 Clock stopped: Completed (Apr 12, 2026)
▶ Clock Running
Status: Created
Jan 27 → Jan 27, 2026
0 business days (counted)
Running total: 0 of ? biz days used
5d
▶ Clock Running
Status: Ready for Scheduling
Jan 27 → Feb 3, 2026
5 business days (counted)
Running total: 5 of ? biz days used
⏸46d
⏸ Clock Paused
Status: Ready for Release
Feb 3 → Apr 9, 2026
46 business days (not counted)
▶ Clock Running
Status: Assigned
Apr 9 → Apr 9, 2026
0 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Scheduled
Apr 9 → Apr 10, 2026
1 business day (counted)
Running total: 6 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 10 → Apr 12, 2026
0 business days (counted)
Running total: 6 of ? biz days used
Created: Jan 27, 2026 Completed: Apr 12, 2026
Show SLA Clock Detail (6 periods)
Period Status Clock Biz Days Running Total
Jan 27 → Jan 27 Created ▶ Running 0 0
Jan 27 → Feb 3 Ready for Scheduling ▶ Running 5 5
Feb 3 → Apr 9 Ready for Release ⏸ Paused 46
Apr 9 → Apr 9 Assigned ▶ Running 0 5
Apr 9 → Apr 10 Scheduled ▶ Running 1 6
Apr 10 → Apr 12 Tech On Site ▶ Running 0 6
Dispatch 0.0d
Holding 46.1d (excluded)
Coordinators 7.6d
Field Work 1.6d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
46.1 days
Coordinators
7.6 days
Over SLA
Field Work
1.6 days
Billing
0.0 days
Created: Jan 27, 2026 Due: Apr 30, 2026 Completed: Apr 13, 2026 (17 days early)
📅
53.6 days Total Age
⏱️
46.1d in Ready for Release Longest Stage
🔄
9 transitions Status Changes
⚠️
6.0d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00562415
Closed
PM Scheduling contact all sites PRIMARY: Ricardo Escobar <ricardo.escobar@avitapharmacy.com Scheduling contact all sites SECONDARY: Randy Mize <Randy.Mize@avitacaresolutions.com> NOTE: All communications to Ricardo must include Randy as a CC. Due Date: 2/28/2026 Tech support: Tech Support Team for assistance at 718-893-3900 ext. 513 or via email at techsupport@summitappliance.com. Instructions for site prior to arrival: In preparation for the visits, it is required that all units be emptied and disconnected 24 hours before the scheduled visit. Checklist (attached) must be completed for each refrigerator and attached to the Work Order upon completion. Tech Skillset: Accucold WO PRIORITIES: Red as a "critical" Uptime priority. Orange is a "high" uptime priority and everything else is "standard" uptime priority.
Priority
High
Origin
Email
Reason
New Case
Contact
Ricardo Escobar
Owner
Shelby Robinson
Created
Jan 27, 2026
Work Orders from this Case (1)
WO-01340063 (current) Invoiced
Preventive Maintenance • Kwame Cobb
Created: Jan 27, 2026 • Closed: Apr 13, 2026
Completed with minor delays
Invoiced • 201 days old
🚨
Primary Delay 46.1 days stuck in "Ready for Release"
⏱️
Total Delay 6.0 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
6.0d / 1.0d SLA
Ready for Release
46.1d
Assigned
0.0d / 0.5d SLA
Scheduled
1.7d / 2.0d SLA
Tech On Site
1.0d / 1.0d SLA
Completed
0.6d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

04/09/2026 LHill-confirmed on live spreadsheet for 04/10 with tech arrival 9-11AM


04/07/2026 LHill-offered on live spreadsheet to schedule for 04/10 with arrival time between 9-11AM


3/22/26 Rberry- Offered on live spreadsheet to schedule for 4/3 with arrival time between 12-2PM for Kwame Cobb. Waiting on confirmation.

🔧 Work Performed
No internal cleaning or verifications. Exterior cleaning only. Unit operational and back in service.
🔍 Technician Findings
No internal cleaning or verifications. Exterior cleaning only. Unit operational and back in service.
⚠️ Problem Description
Avita Pharmacy Accucold Project PM Scheduling contact all sites PRIMARY: Ricardo Escobar

Timeline

📞
3 Case Linked Jan 27, 11:13 AM
Case Linked → Work Order Created → Status: Ready for Scheduling
📋
Work Order Created
Work Order: WO-01340063
Type: Preventive Maintenance
Priority: PSM
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
⚠️ 6.0 business days
Status: Ready for Release by Rhea Berry Feb 3, 5:49 PM
From: Ready for Scheduling
To: Ready for Release
Duration in Previous: 7d 6h
🚨 46.8 business days
👷
4 Technician Assigned Apr 9, 2:37 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled → Status: Scheduled
👷
Status: Assigned by Laura Hill
From: Ready for Release
To: Assigned
Duration in Previous: 64d 19h
📅
Dispatch Scheduled by Laura Hill
Scheduled For: 2026-04-10T16:00:00.000+0000
🗓️
Status: Scheduled by Laura Hill
From: Assigned
To: Scheduled
Duration in Previous: 2m
🔧
Status: Tech On Site by Kwame Cobb Apr 10, 12:03 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 21h 22m
1.0 business days
✔️
Status: Completed by Kwame Cobb Apr 12, 4:03 PM
From: Tech On Site
To: Completed
Duration in Previous: 2d 4h
⏱️
3x Labor Added Apr 12, 4:11 PM
Type: Labor, Travel
Status: Open
Qty: 1.5, 0.5, 30
🏁
Status: Closed by Kwame Cobb Apr 13, 12:57 AM
From: Completed
To: Closed
Duration in Previous: 8h 53m
2.0 business days
📄
3 Status: Ready to Bill Apr 14, 5:56 PM
Status: Ready to Bill → Invoice Created → Status: Invoiced
🧾
Invoice Created
Invoice Number: SM-259258
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m

Bottlenecks

Ready for Scheduling
Duration: 6.0 business days (threshold: 1.0 business days)
Exceeded by 5.0 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00562415
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Kwame Cobb
Scheduled
Apr 10, 12:00 PM
Created
Jan 27, 11:15 AM
Invoice #
SM-259258

Work Details (3)

Name Type Status Qty Amount Date
WL-03183156 Labor Open 1.5 $125.00 Apr 12, 4:11 PM
WL-03183157 Labor Open 0.5 $75.00 Apr 12, 4:11 PM
WL-03183158 Travel Open 30 $0.00 Apr 12, 4:11 PM

Details