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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01340106 ↗ ServiceMax

Accucold • Preventive Maintenance • PSM

📍 1041 - Lake Charles — 1715 Common St Suite A, Lake Charles LA, 70601

Jan 27, 2026 → Mar 31, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (7 biz days late)
Active: 11 biz days
Paused: 33 biz days
🕐 Clock stopped: Completed (Mar 31, 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
6d
▶ Clock Running
Status: Scheduled
Mar 23 → Mar 31, 2026
6 business days (counted)
Running total: 11 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 31 → Mar 31, 2026
0 business days (counted)
Running total: 11 of ? biz days used
Created: Jan 27, 2026 Completed: Mar 31, 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 31 Scheduled ▶ Running 6 11
Mar 31 → Mar 31 Tech On Site ▶ Running 0 11
Dispatch 0.0d
Holding 32.5d (excluded)
Coordinators 12.8d
Field Work 0.6d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
32.5 days
Coordinators
12.8 days
Over SLA
Field Work
0.6 days
Billing
0.0 days
Created: Jan 27, 2026 Due: Mar 31, 2026 Completed: Mar 31, 2026 (on time)
📅
44.8 days Total Age
⏱️
32.5d in Ready for Release Longest Stage
🔄
8 transitions Status Changes
⚠️
11.6d 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 #00562466
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-01340106 (current) Invoiced
Preventive Maintenance • Jason Cunningham
Created: Jan 27, 2026 • Closed: Mar 31, 2026
Completed with significant delays
Invoiced • 201 days old
🚨
Primary Delay 32.5 days stuck in "Ready for Release"
⏱️
Total Delay 11.6 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
5.8d / 1.0d SLA
Ready for Release
32.5d
Assigned
0.0d / 0.5d SLA
Scheduled
7.0d / 2.0d SLA
Tech On Site
0.6d / 1.0d SLA
Closed
2.8d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

03/27/2026 LHill-rec'd email from Katie-1041 confirmed the rescheduled time.


03/26/2026 LHill-Kaitlyn advised that tech could do this early that morning before he heads back home. So, I will let Katie know 8-10AM on the 31st to see if that works.


03/26/2026 LHill-sent email to Katie-1041- Lake Charles Can this be rescheduled for 3/31 with tech arrival between 11AM-1PM instead of the afternoon on the 30th.


03/26/2026 LHill-rec'd TEAMS message from Abby- Jason Cunningham is asking if we can reschedule Accucold WO-01340106 to Tuesday, 3/31 instead. He has an initial inspection on Monday, 3/30 where he already has to drive about 4 hours out to. He said he is now available on Tuesday, 3/31 and he's worried about having enough time to make it to the Accucold on Monday still. 


3/20/26 Rberry- Received confirmation on live spreadsheet to schedule for 3/30/26 with an arrival time between 4-5PM.

🔧 Work Performed
3/31 Jason - PM Complete - Arrived on site and located the unit. It was in the back of the pharmacy. Visually inspected the unit, wiped down the exterior and inspected it for issues, and cleaned around the condenser coils and compressor. No issues detected. Inspected the logs for abnormalities. No issues there either. Placed unit back into service.
🔍 Technician Findings
Located the fridge in the back corner of the pharmacy. Unit was powered on and working as intended upon arrival.
⚠️ Problem Description
Avita Pharmacy Accucold Project PM Scheduling contact all sites PRIMARY: Ricardo Escobar
📄 Description
18 Cu.Ft. Upright Vaccine Refrigerator

Timeline

📞
3 Case Linked Jan 27, 12:12 PM
Case Linked → Work Order Created → Status: Ready for Scheduling
📋
Work Order Created
Work Order: WO-01340106
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
👷
4 Technician Assigned Mar 22, 10:28 PM
Technician Assigned → Status: Assigned → Status: Scheduled → Dispatch Scheduled
👷
Status: Assigned by Rhea Berry
From: Ready for Release
To: Assigned
Duration in Previous: 47d 3h
🗓️
Status: Scheduled by Rhea Berry
From: Assigned
To: Scheduled
Duration in Previous: 1m
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2026-03-30T21:00:00.000+0000
⚠️ 5.0 business days
📅
Dispatch Scheduled by Laura Hill Mar 27, 3:37 PM
Scheduled For: 2026-03-31T12:30:00.000+0000
3.0 business days
🔧
Status: Tech On Site by Jason Cunningham Mar 31, 9:14 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 8d 10h
⏱️
2 5x Labor Added Mar 31, 1:45 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Jason Cunningham
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 4h 31m, 0m
3.0 business days
📄
2 Status: Ready to Bill Apr 2, 12:31 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
3.0 business days
🧾
Invoice Created Apr 6, 8:34 AM
Invoice Number: SM-258151

Bottlenecks

Ready for Scheduling
Duration: 5.8 business days (threshold: 1.0 business days)
Exceeded by 4.8 business days
Scheduled
Duration: 7.0 business days (threshold: 2.0 business days)
Exceeded by 5.0 business days
Closed
Duration: 2.8 business days (threshold: 1.0 business days)
Exceeded by 1.8 business days

🔗 Related Artifacts

📞
Case 00562466
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Jason Cunningham
Scheduled
Mar 31, 8:30 AM
Created
Jan 27, 12:14 PM
Invoice #
SM-258151

Work Details (5)

Name Type Status Qty Amount Date
WL-03167017 Labor Open 0.25 $125.00 Mar 31, 1:45 PM
WL-03167018 Labor Open 1 $75.00 Mar 31, 1:45 PM
WL-03167019 Labor Open 3 $0.00 Mar 31, 1:45 PM
WL-03167020 Travel Open 3 $0.00 Mar 31, 1:45 PM
WL-03167021 Travel Open 175 $0.00 Mar 31, 1:45 PM

Details