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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01340136 ↗ ServiceMax

Accucold • Preventive Maintenance • PSM

📍 1061 - Attleboro — 163 Pleasant St Suite 3, Attleboro MA, 02703

Jan 27, 2026 → Apr 15, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (4 biz days late)
Active: 8 biz days
Paused: 47 biz days
🕐 Clock stopped: Completed (Apr 15, 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
⏸47d
⏸ Clock Paused
Status: Ready for Release
Feb 3 → Apr 10, 2026
47 business days (not counted)
▶ Clock Running
Status: Assigned
Apr 10 → Apr 10, 2026
0 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Scheduled
Apr 10 → Apr 15, 2026
3 business days (counted)
Running total: 8 of ? biz days used
Created: Jan 27, 2026 Completed: Apr 15, 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 → Apr 10 Ready for Release ⏸ Paused 47 —
Apr 10 → Apr 10 Assigned ▶ Running 0 5
Apr 10 → Apr 15 Scheduled ▶ Running 3 8
Dispatch 0.0d
Holding 47.1d (excluded)
Coordinators 9.7d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
47.1 days
Coordinators
9.7 days
Over SLA
Billing
0.0 days
Created: Jan 27, 2026 Due: Apr 30, 2026 Completed: Apr 15, 2026 (15 days early)
📅
55.7 days Total Age
⏱️
47.1d in Ready for Release Longest Stage
🔄
6 transitions Status Changes
⚠️
8.3d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
2 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00562510
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-01340134 Invoiced
Preventive Maintenance • David Cavaco
Created: Jan 27, 2026 • Closed: Apr 15, 2026
WO-01340136 (current) Invoiced
Preventive Maintenance • David Cavaco
Created: Jan 27, 2026 • Closed: Apr 15, 2026
Completed with minor delays
Invoiced • 201 days old
🚨
Primary Delay 47.1 days stuck in "Ready for Release"
⏱️
Total Delay 8.3 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
5.7d / 1.0d SLA
Ready for Release
47.1d
Scheduled
4.0d / 2.0d SLA
Closed
2.6d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

4/10/2026 LHill-CONFIRMED on live spreadsheet for David Cavaco for 4/15 with tech arrival 9AM-11AM


04/09/2026 LHill-sent email to Katie-1061-Attleboro This was declined. New offer date is 04/15 with tech arrival 9-11


04/09/2026 LHill-TEAMS message from Kourtney-Actually just offer them either the 14th, 15th or 16th, we will just have to pull David from Atrius for a little bit to knock those out (Nick will be onsite at Atrius too but its a large site)


04/09/2026 LHill-DECLINED on live spreadsheet. Please schedule for a day different than Friday.


04/08/2026 LHill-offered on live spreadsheet for David Cavaco for 04/17 with tech arrival between 12-2PM


2/23/26 Rberry- Added offered date of 3/2/26 with an arrival time between 9:30AM-11:30AM to live spreadsheet. Waiting on confirmation. This WO will go to David Cavaco when approved.

🔧 Work Performed
pm service completed
🔍 Technician Findings
pm service
⚠️ Problem Description
Avita Pharmacy Accucold Project PM Scheduling contact all sites PRIMARY: Ricardo Escobar
📄 Description
15 Cu.Ft. Upright Vaccine Refrigerator

Timeline

📞
Case Linked Jan 27, 1:15 PM
Case Number: 00562510
Subject:
Status: Closed
📋
▶
2 Work Order Created Jan 27, 1:20 PM
Work Order Created → Status: Ready for Scheduling
📅
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 4h
🚨 47.8 business days
👷
▶
3 Technician Assigned Apr 10, 11:54 AM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Laura Hill
From: Ready for Release, Assigned
To: Assigned, Scheduled
Duration in Previous: 65d 17h, 0m
📅
Dispatch Scheduled by Laura Hill
Scheduled For: 2026-04-15T13:30:00.000+0000
⏳ 4.0 business days
⏱️
▶
2 2x Labor Added Apr 15, 2:52 PM
2x Labor Added → Status: Completed
✔️
Status: Completed by DAVID CAVACO
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 5d 2h, 0m
⏳ 3.0 business days
📄
▶
2 Status: Ready to Bill Apr 17, 9:50 AM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
⏳ 1.0 business days
🧾
Invoice Created Apr 19, 8:13 PM
Invoice Number: SM-259540

Bottlenecks

Ready for Scheduling
Duration: 5.7 business days (threshold: 1.0 business days)
Exceeded by 4.7 business days
Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Closed
Duration: 2.6 business days (threshold: 1.0 business days)
Exceeded by 1.6 business days

🔗 Related Artifacts

📞
Case 00562510
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
David Cavaco
Scheduled
Apr 15, 9:30 AM
Created
Jan 27, 1:20 PM
Invoice #
SM-259540

Work Details (2)

Name Type Status Qty Amount Date
WL-03187178 Labor Open 0.5 $75.00 Apr 15, 2:52 PM
WL-03187179 Travel Open 20 $0.00 Apr 15, 2:52 PM

Details