Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01340111 ↗ ServiceMax

Accucold • Preventive Maintenance • PSM

📍 1043 - Jackson — 805 E River Pl Suite A, Jackson MS, 39202

Jan 27, 2026 → Apr 7, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (11 biz days late)
Active: 15 biz days
Paused: 34 biz days
🕐 Clock stopped: Tech Off Site (Apr 7, 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
⏸34d
⏸ Clock Paused
Status: Ready for Release
Feb 3 → Mar 24, 2026
34 business days (not counted)
▶ Clock Running
Status: Assigned
Mar 24 → Mar 24, 2026
0 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Scheduled
Mar 24 → Mar 25, 2026
1 business day (counted)
Running total: 6 of ? biz days used
▶ Clock Running
Status: Reschedule
Mar 25 → Mar 27, 2026
2 business days (counted)
Running total: 8 of ? biz days used
▶ Clock Running
Status: Assigned
Mar 27 → Mar 27, 2026
0 business days (counted)
Running total: 8 of ? biz days used
7d
▶ Clock Running
Status: Scheduled
Mar 27 → Apr 7, 2026
7 business days (counted)
Running total: 15 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 7 → Apr 7, 2026
0 business days (counted)
Running total: 15 of ? biz days used
Created: Jan 27, 2026 Tech Off Site: Apr 7, 2026
Show SLA Clock Detail (9 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 24 Ready for Release ⏸ Paused 34 —
Mar 24 → Mar 24 Assigned ▶ Running 0 5
Mar 24 → Mar 25 Scheduled ▶ Running 1 6
Mar 25 → Mar 27 Reschedule ▶ Running 2 8
Mar 27 → Mar 27 Assigned ▶ Running 0 8
Mar 27 → Apr 7 Scheduled ▶ Running 7 15
Apr 7 → Apr 7 Tech On Site ▶ Running 0 15
Dispatch 0.0d
Holding 34.1d (excluded)
Coordinators 18.7d
Field Work 0.8d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
34.1 days
Coordinators
18.7 days
Over SLA
Field Work
0.8 days
Billing
0.0 days
Created: Jan 27, 2026 Due: Mar 31, 2026 Completed: Apr 7, 2026 (6 days late)
📅
49.8 days Total Age
⏱️
34.1d in Ready for Release Longest Stage
🔄
10 transitions Status Changes
⚠️
12.9d 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 #00562477
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-01340111 (current) Invoiced
Preventive Maintenance • Jason Cunningham
Created: Jan 27, 2026 • Closed: Apr 7, 2026
Completed with significant delays
Invoiced • 201 days old
🚨
Primary Delay 34.1 days stuck in "Ready for Release"
⏱️
Total Delay 12.9 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
34.1d
Scheduled
9.9d / 2.0d SLA
Reschedule
3.0d / 2.0d SLA
Tech On Site
0.2d / 1.0d SLA
Tech Off Site
0.6d / 2.0d SLA
Closed
2.2d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

04/07/2026 LHill-response from Ricardo-The pharmacy manager confirmed that today between noon and 2:00 pm works for him to do the fridge inspection. Please let us know the name of the tech who is coming onsite.



04/07/2026 LHill-sent email to Katie asking if we can send tech today.


04/07/2026 LHill-TEAMS message from Abby-Jason Cunningham just called asking if there is any way he could service the Accucold WO-01340111 in Jackson, MS today between 12pm-2pm. He is currently scheduled to go on Monday, but he is in Jackson, MS today covering HCP work this morning. 


03/26/2026 LHillj-sent email to Katie-offered 04/13 with tech arrival between 11AM-1PM


03/24/2026 LHill-rec'd email from Katie-1043 - Jackson can not do Fridays


3/24/26 RBerry- Received teams message from AJinerson stating technician is OOO today sick. Emailed Katie to reschedule for 4/3 at the same time. See logged email.


03/24/2026 LHill-rec'd confirmation on live spreadsheet.


03/23/2026 LHill-response on live spreadsheet...

closed from 12:30-1pm for lunch, is it possible to come from 1pm-3pm



3/22/26 Rberry- Offered on live spreadsheet to schedule for 3/24 with arrival time between 11AM 1PM for Jason Cunningham. Waiting on confirmation.

🔧 Work Performed
4/7 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, 12:23 PM
Case Linked → Work Order Created → Status: Ready for Scheduling
📋
Work Order Created
Work Order: WO-01340111
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
🚨 34.7 business days
👷
▶
3 Technician Assigned Mar 24, 8:06 AM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Laura Hill
From: Ready for Release, Assigned
To: Assigned, Scheduled
Duration in Previous: 48d 13h, 0m
📅
Dispatch Scheduled by Laura Hill
Scheduled For: 2026-03-24T17:00:00.000+0000
⏳ 2.0 business days
🔄
Status: Reschedule by Rhea Berry Mar 25, 12:10 PM
From: Scheduled
To: Reschedule
Duration in Previous: 1d 4h
⏳ 3.0 business days
👷
▶
4 Technician Assigned Mar 27, 12:26 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled → Dispatch Scheduled
👷
Status: Assigned by Laura Hill
From: Reschedule, Assigned
To: Assigned, Scheduled
Duration in Previous: 2d 0h, 0m
📅
Dispatch Scheduled by Laura Hill
Scheduled For: 2026-04-13T13:30:00.000+0000
📅
Dispatch Scheduled by Laura Hill
Scheduled For: 2026-04-13T15:30:00.000+0000
⚠️ 8.0 business days
📅
▶
2 Dispatch Scheduled Apr 7, 11:56 AM
Dispatch Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Jason Cunningham
Scheduled For: 2026-04-07T16:30:00.000+0000
🔧
Status: Tech On Site by Jason Cunningham Apr 7, 12:29 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 11d 0h
🚗
Status: Tech Off Site by Jason Cunningham Apr 7, 2:06 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 1h 37m
⏱️
▶
2 5x Labor Added Apr 7, 6:32 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Jason Cunningham
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 4h 27m, 0m
⏳ 2.7 business days
📄
▶
2 Status: Ready to Bill Apr 9, 4:09 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
⏳ 2.0 business days
🧾
Invoice Created Apr 12, 6:43 PM
Invoice Number: SM-258847

Bottlenecks

Ready for Scheduling
Duration: 5.8 business days (threshold: 1.0 business days)
Exceeded by 4.8 business days
Reschedule
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 7.8 business hours
Scheduled
Duration: 7.9 business days (threshold: 2.0 business days)
Exceeded by 5.9 business days
Closed
Duration: 2.2 business days (threshold: 1.0 business days)
Exceeded by 1.2 business days

🔗 Related Artifacts

📞
Case 00562477
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Jason Cunningham
Scheduled
Apr 7, 12:30 PM
Created
Jan 27, 12:24 PM
Invoice #
SM-258847

Work Details (5)

Name Type Status Qty Amount Date
WL-03176675 Labor Open 0.25 $125.00 Apr 7, 6:32 PM
WL-03176676 Labor Open 1 $75.00 Apr 7, 6:32 PM
WL-03176677 Labor Open 4 $0.00 Apr 7, 6:32 PM
WL-03176678 Travel Open 7 $0.00 Apr 7, 6:32 PM
WL-03176679 Travel Open 216 $0.00 Apr 7, 6:32 PM

Details