Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01340099 ↗ ServiceMax

Accucold • Preventive Maintenance • PSM

📍 Avita Pharmacy 1039 — 1631 Elysian Fields Ave Suite .200, New Orleans LA, 70117

Jan 27, 2026 → Apr 6, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (12 biz days late)
Active: 16 biz days
Paused: 32 biz days
🕐 Clock stopped: Completed (Apr 6, 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
⏸32d
⏸ Clock Paused
Status: Ready for Release
Feb 3 → Mar 20, 2026
32 business days (not counted)
▶ Clock Running
Status: Assigned
Mar 20 → Mar 20, 2026
0 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Scheduled
Mar 20 → Mar 23, 2026
1 business day (counted)
Running total: 6 of ? biz days used
▶ Clock Running
Status: Reschedule
Mar 23 → Mar 23, 2026
0 business days (counted)
Running total: 6 of ? biz days used
▶ Clock Running
Status: Assigned
Mar 23 → Mar 23, 2026
0 business days (counted)
Running total: 6 of ? biz days used
▶ Clock Running
Status: Scheduled
Mar 23 → Mar 26, 2026
3 business days (counted)
Running total: 9 of ? biz days used
5d
▶ Clock Running
Status: Reschedule
Mar 26 → Apr 2, 2026
5 business days (counted)
Running total: 14 of ? biz days used
▶ Clock Running
Status: Scheduled
Apr 2 → Apr 3, 2026
1 business day (counted)
Running total: 15 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 3 → Apr 6, 2026
1 business day (counted)
Running total: 16 of ? biz days used
Created: Jan 27, 2026 Completed: Apr 6, 2026
Show SLA Clock Detail (11 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 20 Ready for Release ⏸ Paused 32
Mar 20 → Mar 20 Assigned ▶ Running 0 5
Mar 20 → Mar 23 Scheduled ▶ Running 1 6
Mar 23 → Mar 23 Reschedule ▶ Running 0 6
Mar 23 → Mar 23 Assigned ▶ Running 0 6
Mar 23 → Mar 26 Scheduled ▶ Running 3 9
Mar 26 → Apr 2 Reschedule ▶ Running 5 14
Apr 2 → Apr 3 Scheduled ▶ Running 1 15
Apr 3 → Apr 6 Tech On Site ▶ Running 1 16
Dispatch 0.0d
Holding 32.1d (excluded)
Coordinators 19.3d
Field Work 2.0d
Billing 3.7d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
32.1 days
Coordinators
19.3 days
Over SLA
Field Work
2.0 days
Over SLA
Billing
3.7 days
Created: Jan 27, 2026 Due: Apr 30, 2026 Completed: Apr 6, 2026 (24 days early)
📅
48.9 days Total Age
⏱️
32.1d in Ready for Release Longest Stage
🔄
14 transitions Status Changes
⚠️
13.4d 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 #00562459
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-01340099 (current) Invoiced
Preventive Maintenance • Jason Cunningham
Created: Jan 27, 2026 • Closed: Apr 6, 2026
Completed with significant delays
Invoiced • 201 days old
🚨
Primary Delay 32.1 days stuck in "Ready for Release"
⏱️
Total Delay 13.4 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
32.1d
Scheduled
6.9d / 2.0d SLA
Reschedule
6.6d / 2.0d SLA
Assigned
0.0d / 0.5d SLA
Tech On Site
2.0d / 1.0d SLA
Closed
3.2d / 1.0d SLA
WO Correction Needed
3.7d
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

4/2/26 Rberry- Received confirmation from Katie Brynum to schedule for 4/3/26 with an arrival time between 8-10AM. See logged email.


03/26/2026 LHill-sent email to Katie-offered 04/03 with tech arrival between 8AM-10AM


03/24/2026 LHill-rec'd email that 1039 - New Orleans can no longer do 4/2 at 8:00am.


03/23/2026 LHill-rec'd confirmation in email.


3/23/26 LHill- Offered 4/2/26 with an arrival time between 9-11AM on live spreadsheet and email for Jason Cunningham. Waiting for confirmation.


03/23/2026 LHill-sent email to Katie at Accucold advising we need to reschedule. Offered 04/02


03/23/2026 LHill-rec'd TEAMS call from Abby-Jason Cunningham (tech)called in sick today. We will need to reschedule the visit.



3/20/26 Rberry- Received confirmation on live spreadsheet to schedule for 3/23/26 with an arrival time between 9-11AM.


3/19/26 RBerry- Offered 3/23/26 with an arrival time between 9-11AM on live spreadsheet for Jason Cunningham. Waiting for confirmation.

🔧 Work Performed
4/3 Jason - PM Complete - Arrived on site and located the unit. Visually inspected the unit, wiped down the exterior and inspected it for issues, cleaned around the condenser coils and compressor, and inspected the drain pan. Found the lower cover near in front of the fan had tape holding the bottom bar in place. Customer stated they did that because it was rattling. No other issues detected. Inspected the logs for abnormalities. No issues there either. Placed unit back into service.
🔍 Technician Findings
Found fridge was powered on and fully operational with no errors upon arrival.
⚠️ Problem Description
Avita Pharmacy Accucold Project PM Scheduling contact all sites PRIMARY: Ricardo Escobar

Timeline

📞
3 Case Linked Jan 27, 12:03 PM
Case Linked → Work Order Created → Status: Ready for Scheduling
📋
Work Order Created
Work Order: WO-01340099
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 5h
🚨 32.8 business days
👷
3 Technician Assigned Mar 20, 4:32 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Rhea Berry
From: Ready for Release, Assigned
To: Assigned, Scheduled
Duration in Previous: 44d 21h, 0m
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2026-03-23T13:00:00.000+0000
1.9 business days
🔄
Status: Reschedule by Laura Hill Mar 23, 10:03 AM
From: Scheduled
To: Reschedule
Duration in Previous: 2d 17h
👷
4 Technician Assigned Mar 23, 3:09 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled → Status: Scheduled
👷
Status: Assigned by Laura Hill
From: Reschedule
To: Assigned
Duration in Previous: 5h 6m
📅
Dispatch Scheduled by Laura Hill
Scheduled For: 2026-04-02T12:00:00.000+0000
🗓️
Status: Scheduled by Laura Hill
From: Assigned
To: Scheduled
Duration in Previous: 1m
4.0 business days
🔄
Status: Reschedule by Laura Hill Mar 26, 12:28 PM
From: Scheduled
To: Reschedule
Duration in Previous: 2d 21h
⚠️ 6.0 business days
🗓️
2 Status: Scheduled Apr 2, 1:10 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2026-04-03T13:15:00.000+0000
🔧
Status: Tech On Site by Jason Cunningham Apr 3, 10:15 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 21h 5m
2.0 business days
⏱️
2 5x Labor Added Apr 6, 8:32 AM
5x Labor Added → Status: Completed
✔️
Status: Completed by Jason Cunningham
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 2d 22h, 0m
3.0 business days
✏️
Status: WO Correction Needed by Diane Patton Apr 8, 2:09 PM
From: Closed
To: WO Correction Needed
Duration in Previous: 2d 5h
4.0 business days
🏁
Status: Closed by Mark Franks Apr 13, 10:38 AM
From: WO Correction Needed
To: Closed
Duration in Previous: 4d 20h
📄
3 Status: Ready to Bill Apr 13, 12:04 PM
Status: Ready to Bill → Status: Invoiced → Invoice Created
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
🧾
Invoice Created
Invoice Number: SM-259063

Bottlenecks

Ready for Scheduling
Duration: 5.9 business days (threshold: 1.0 business days)
Exceeded by 4.9 business days
Scheduled
Duration: 3.6 business days (threshold: 2.0 business days)
Exceeded by 1.6 business days
Reschedule
Duration: 5.9 business days (threshold: 2.0 business days)
Exceeded by 3.9 business days
Tech On Site
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00562459
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Jason Cunningham
Scheduled
Apr 3, 9:15 AM
Created
Jan 27, 12:04 PM
Invoice #
SM-259063

Work Details (5)

Name Type Status Qty Amount Date
WL-03174169 Labor Open 1.5 $125.00 Apr 6, 8:32 AM
WL-03174170 Labor Open 1 $75.00 Apr 6, 8:32 AM
WL-03174171 Labor Open 1.5 $0.00 Apr 6, 8:32 AM
WL-03174172 Travel Open 60 $0.00 Apr 6, 8:32 AM
WL-03174173 Travel Open 60 $0.00 Apr 6, 8:32 AM

Details