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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01340153 ↗ ServiceMax

Accucold • Preventive Maintenance • PSM

📍 1068 - Abilene — 426 Butternut St Suite A, Abilene TX, 79602

Jan 27, 2026 → Apr 22, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (6 biz days late)
Active: 10 biz days
Paused: 50 biz days
🕐 Clock stopped: Completed (Apr 22, 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
⏸50d
⏸ Clock Paused
Status: Ready for Release
Feb 3 → Apr 15, 2026
50 business days (not counted)
▶ Clock Running
Status: Assigned
Apr 15 → Apr 15, 2026
0 business days (counted)
Running total: 5 of ? biz days used
5d
▶ Clock Running
Status: Scheduled
Apr 15 → Apr 22, 2026
5 business days (counted)
Running total: 10 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 22 → Apr 22, 2026
0 business days (counted)
Running total: 10 of ? biz days used
Created: Jan 27, 2026 Completed: Apr 22, 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 → Apr 15 Ready for Release ⏸ Paused 50 —
Apr 15 → Apr 15 Assigned ▶ Running 0 5
Apr 15 → Apr 22 Scheduled ▶ Running 5 10
Apr 22 → Apr 22 Tech On Site ▶ Running 0 10
Dispatch 0.0d
Holding 50.1d (excluded)
Coordinators 11.6d
Field Work 0.9d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
50.1 days
Coordinators
11.6 days
Over SLA
Field Work
0.9 days
Billing
0.0 days
Created: Jan 27, 2026 Due: Apr 30, 2026 Completed: Apr 22, 2026 (8 days early)
📅
60.6 days Total Age
⏱️
50.1d in Ready for Release Longest Stage
🔄
9 transitions Status Changes
⚠️
11.0d 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 #00562544
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-01340153 (current) Invoiced
Preventive Maintenance • Zachary Stieben
Created: Jan 27, 2026 • Closed: Apr 22, 2026
Completed with significant delays
Invoiced • 201 days old
🚨
Primary Delay 50.1 days stuck in "Ready for Release"
⏱️
Total Delay 11.0 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
5.6d / 1.0d SLA
Ready for Release
50.1d
Assigned
0.0d / 0.5d SLA
Scheduled
6.0d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Completed
0.8d / 1.0d SLA
Closed
3.3d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

4/15/2026 LHill-CONFIRMED on LIVE spreadsheet for 4/22 with tech arrival between 11AM-1PM.


04/10/2026 LHill-offered on LIVE spreadsheet for 04/22 with tech arrival between 11AM-1PM for Zac.


3/25/26 CDempsey- should be assigned to Zach.

🔧 Work Performed
Performed preventative maintenance per work order instructions. Unit function tested and passed. Unit returned to service.
🔍 Technician Findings
4/22/2026 Zachary Stieben arrived on site. Located Accucold refrigerator to be PM'd.
⚠️ 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, 1:50 PM
Case Linked → Work Order Created → Status: Ready for Scheduling
📋
Work Order Created
Work Order: WO-01340153
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 3h
🚨 50.7 business days
👷
▶
4 Technician Assigned Apr 15, 8:28 AM
Technician Assigned → Status: Assigned → Dispatch Scheduled → Status: Scheduled
👷
Status: Assigned by Laura Hill
From: Ready for Release
To: Assigned
Duration in Previous: 70d 13h
📅
Dispatch Scheduled by Laura Hill
Scheduled For: 2026-04-22T16:15:00.000+0000
🗓️
Status: Scheduled by Laura Hill
From: Assigned
To: Scheduled
Duration in Previous: 1m
⚠️ 6.0 business days
🔧
Status: Tech On Site by Zachary Stieben Apr 22, 10:28 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 1h
✔️
Status: Completed by Zachary Stieben Apr 22, 11:00 AM
From: Tech On Site
To: Completed
Duration in Previous: 31m
🚗
▶
3 2x Travel Added Apr 22, 5:27 PM
2x Travel Added → 3x Labor Added → Status: Closed
⏱️
3x Labor Added
Type: Labor
Status: Open
Qty: 3.8333333333333, 0.5, 3.5
🏁
Status: Closed by Zachary Stieben
From: Completed
To: Closed
Duration in Previous: 6h 30m
⏳ 3.8 business days
📄
▶
2 Status: Ready to Bill Apr 27, 10:34 AM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
⏳ 4.0 business days
🧾
Invoice Created Apr 30, 5:20 PM
Invoice Number: SM-260192

Bottlenecks

Ready for Scheduling
Duration: 5.6 business days (threshold: 1.0 business days)
Exceeded by 4.6 business days
Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Closed
Duration: 3.3 business days (threshold: 1.0 business days)
Exceeded by 2.3 business days

🔗 Related Artifacts

📞
Case 00562544
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Zachary Stieben
Scheduled
Apr 22, 12:15 PM
Created
Jan 27, 1:50 PM
Invoice #
SM-260192

Work Details (5)

Name Type Status Qty Amount Date
WL-03196530 Travel Open 212 $0.00 Apr 22, 5:27 PM
WL-03196531 Travel Open 212 $0.00 Apr 22, 5:27 PM
WL-03196534 Labor Open 3.8333333333333 $125.00 Apr 22, 5:29 PM
WL-03196535 Labor Open 0.5 $75.00 Apr 22, 5:29 PM
WL-03196536 Labor Open 3.5 $0.00 Apr 22, 5:29 PM

Details