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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01340104 ↗ ServiceMax

Accucold • Preventive Maintenance • PSM

📍 Avita Pharmacy 1040 — 6100 Corporate Blvd Suite 250, Baton Rouge LA, 70808

Jan 27, 2026 → Mar 25, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (3 biz days late)
Active: 7 biz days
Paused: 33 biz days
🕐 Clock stopped: Tech Off Site (Mar 25, 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
⏸33d
⏸ Clock Paused
Status: Ready for Release
Feb 3 → Mar 23, 2026
33 business days (not counted)
▶ Clock Running
Status: Assigned
Mar 23 → Mar 23, 2026
0 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Scheduled
Mar 23 → Mar 25, 2026
2 business days (counted)
Running total: 7 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 25 → Mar 25, 2026
0 business days (counted)
Running total: 7 of ? biz days used
Created: Jan 27, 2026 Tech Off Site: Mar 25, 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 → Mar 23 Ready for Release ⏸ Paused 33
Mar 23 → Mar 23 Assigned ▶ Running 0 5
Mar 23 → Mar 25 Scheduled ▶ Running 2 7
Mar 25 → Mar 25 Tech On Site ▶ Running 0 7
Dispatch 0.0d
Holding 32.5d (excluded)
Coordinators 8.9d
Field Work 0.9d
Billing 40.3d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
32.5 days
Coordinators
8.9 days
Over SLA
Field Work
0.9 days
Billing
40.3 days
Over SLA
Created: Jan 27, 2026 Due: Mar 31, 2026 Completed: Mar 25, 2026 (6 days early)
📅
40.9 days Total Age
⏱️
32.5d in Ready for Release Longest Stage
🔄
11 transitions Status Changes
⚠️
45.2d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
1 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00562462
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 (2)
WO-01340103 Invoiced
Preventive Maintenance • Jason Cunningham
Created: Jan 27, 2026 • Closed: Mar 25, 2026
WO-01340104 (current) Invoiced
Preventive Maintenance • Jason Cunningham
Created: Jan 27, 2026 • Closed: Mar 25, 2026
Completed with significant delays
Invoiced • 201 days old
🚨
Primary Delay 32.5 days stuck in "Ready for Release"
⏱️
Total Delay 45.2 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
32.5d
Scheduled
3.0d / 2.0d SLA
Tech On Site
0.3d / 1.0d SLA
Tech Off Site
0.7d / 2.0d SLA
Closed
3.2d / 1.0d SLA
Ready to Bill
14.1d / 1.0d SLA
Billing Review
26.2d / 2.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/20/26 Rberry- Received confirmation on live spreadsheet to schedule for 3/25/26 with an arrival time between 9-11AM.


3/19/26 RBerry- Offered 3/25/26 with an arrival time between 9-11AM on live spreadsheet for Jason Cunningham. Waiting for confirmation.

🔧 Work Performed
3/25 Jason - PM Complete - No travel on this WO as I was already on site for another unit. Arrived on site and located the unit. It was in the back of the pharmacy in a corner next to another 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. No issues detected. Inspected the logs for abnormalities. No issues there either. Placed unit back into service.
🔍 Technician Findings
Found the fridge in the corner of the pharmacy. The unit was plugged in and fully operational upon arrival.
⚠️ Problem Description
Avita Pharmacy Accucold Project PM Scheduling contact all sites PRIMARY: Ricardo Escobar

Timeline

📞
3 Case Linked Jan 27, 12:07 PM
Case Linked → Work Order Created → Status: Ready for Scheduling
📋
Work Order Created
Work Order: WO-01340104
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 22, 10:27 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Rhea Berry
From: Ready for Release, Assigned
To: Assigned, Scheduled
Duration in Previous: 47d 3h, 0m
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2026-03-25T14:00:00.000+0000
3.0 business days
🔧
Status: Tech On Site by Jason Cunningham Mar 25, 11:13 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 2d 12h
🚗
Status: Tech Off Site by Jason Cunningham Mar 25, 1:15 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 2h 1m
⏱️
2 Labor Added Mar 25, 6:35 PM
Labor Added → Status: Completed
✔️
Status: Completed by Jason Cunningham
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 5h 20m
3.7 business days
📄
Status: Ready to Bill by Diane Patton Mar 30, 9:09 AM
From: Closed
To: Ready to Bill
Duration in Previous: 4d 14h
🚨 14.0 business days
💵
Status: Billing Review by Diane Patton Apr 16, 6:19 PM
From: Ready to Bill
To: Billing Review
Duration in Previous: 17d 9h
🚨 26.7 business days
📄
Status: Ready to Bill by Diane Patton May 22, 12:35 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 35d 18h
📨
3 Status: Invoice Pending May 22, 1:11 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-262800

Bottlenecks

Ready for Scheduling
Duration: 5.9 business days (threshold: 1.0 business days)
Exceeded by 4.9 business days
Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days
Closed
Duration: 3.2 business days (threshold: 1.0 business days)
Exceeded by 2.2 business days
Ready to Bill
Duration: 14.0 business days (threshold: 1.0 business days)
Exceeded by 13.0 business days
Billing Review
Duration: 26.2 business days (threshold: 2.0 business days)
Exceeded by 24.2 business days

🔗 Related Artifacts

📞
Case 00562462
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Jason Cunningham
Scheduled
Mar 25, 10:00 AM
Created
Jan 27, 12:09 PM
Invoice #
SM-262800

Work Details (1)

Name Type Status Qty Amount Date
WL-03159512 Labor Open 1 $75.00 Mar 25, 6:35 PM

Details