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WO-01340083 ↗ ServiceMax

Accucold • Preventive Maintenance • PSM

📍 1031 - Beaumont — 1495 N 7th St, Beaumont TX, 77702

Jan 27, 2026 → Mar 25, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (6 biz days late)
Active: 10 biz days
Paused: 29 biz days
🕐 Clock stopped: Completed (Mar 24, 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
⏸29d
⏸ Clock Paused
Status: Ready for Release
Feb 3 → Mar 17, 2026
29 business days (not counted)
▶ Clock Running
Status: Assigned
Mar 17 → Mar 17, 2026
0 business days (counted)
Running total: 5 of ? biz days used
5d
▶ Clock Running
Status: Scheduled
Mar 17 → Mar 24, 2026
5 business days (counted)
Running total: 10 of ? biz days used
Created: Jan 27, 2026 Completed: Mar 24, 2026
Show SLA Clock Detail (5 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 → Mar 17 Ready for Release ⏸ Paused 29 —
Mar 17 → Mar 17 Assigned ▶ Running 0 5
Mar 17 → Mar 24 Scheduled ▶ Running 5 10
Dispatch 0.0d
Holding 28.5d (excluded)
Coordinators 10.9d
Field Work 2.0d
Billing 14.4d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
28.5 days
Coordinators
10.9 days
Over SLA
Field Work
2.0 days
Over SLA
Billing
14.4 days
Over SLA
Created: Jan 27, 2026 Due: Mar 31, 2026 Completed: Mar 25, 2026 (6 days early)
📅
40.9 days Total Age
⏱️
28.5d in Ready for Release Longest Stage
🔄
8 transitions Status Changes
⚠️
23.3d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00562438
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-01340083 (current) Invoiced
Preventive Maintenance • Chane Lacy
Created: Jan 27, 2026 • Closed: Mar 25, 2026
Completed with significant delays
Invoiced • 201 days old
🚨
Primary Delay 28.5 days stuck in "Ready for Release"
⏱️
Total Delay 23.3 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
5.9d / 1.0d SLA
Ready for Release
28.5d
Scheduled
5.0d / 2.0d SLA
Completed
2.0d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Ready to Bill
14.4d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/24/26 CDempsey- Contacted Chane about Serviced wo needing to be Closed.

3/16/26 RBerry- Scheduled for 3/23/26 with arrival time between 11AM-12PM per live spreadsheet.

🔧 Work Performed
3/23 PM Service completed to manufacture specs. This unit is in proper working condition and is ready to return to service
🔍 Technician Findings
PM Service is due. Unit is in proper working condition
⚠️ Problem Description
Avita Pharmacy Accucold Project PM Scheduling contact all sites PRIMARY: Ricardo Escobar

Timeline

📞
▶
3 Case Linked Jan 27, 11:41 AM
Case Linked → Work Order Created → Status: Ready for Scheduling
📋
Work Order Created
Work Order: WO-01340083
Type: Preventive Maintenance
Priority: PSM
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⚠️ 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
🚨 28.8 business days
👷
▶
3 Status: Assigned Mar 16, 10:43 PM
Status: Assigned → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Rhea Berry
Technician: Chane Lacy
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2026-03-23T16:30:00.000+0000
⚠️ 5.2 business days
⏱️
2x Labor Added Mar 23, 7:58 PM
Type: Labor
Status: Open
Qty: 2, 1
✔️
▶
2 Status: Completed Mar 23, 8:06 PM
Status: Completed → Travel Added
🚗
Travel Added
Type: Travel
Status: Open
Qty: 92
⏳ 2.5 business days
🏁
Status: Closed by Chane Lacy Mar 25, 8:53 AM
From: Completed
To: Closed
Duration in Previous: 1d 12h
⏳ 2.0 business days
📄
Status: Ready to Bill by Diane Patton Mar 26, 5:02 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 8h
🚨 14.9 business days
📨
▶
3 Status: Invoice Pending Apr 15, 12:57 PM
Status: Invoice Pending → Status: Invoiced → Invoice Created
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🧾
Invoice Created
Invoice Number: SM-259301

Bottlenecks

Ready for Scheduling
Duration: 5.9 business days (threshold: 1.0 business days)
Exceeded by 4.9 business days
Scheduled
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Completed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Ready to Bill
Duration: 14.4 business days (threshold: 1.0 business days)
Exceeded by 13.4 business days

🔗 Related Artifacts

📞
Case 00562438
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Chane Lacy
Scheduled
Mar 23, 12:30 PM
Created
Jan 27, 11:42 AM
Invoice #
SM-259301

Work Details (3)

Name Type Status Qty Amount Date
WL-03156125 Labor Open 2 $125.00 Mar 23, 7:58 PM
WL-03156126 Labor Open 1 $75.00 Mar 23, 7:58 PM
WL-03156164 Travel Open 92 $0.00 Mar 23, 8:10 PM

Details