Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01340157 ↗ ServiceMax

Accucold • Preventive Maintenance • PSM

📍 1073 - McAllen — 300 S 2nd St Suite 101-A, McAllen TX, 78501

Jan 27, 2026 → Apr 16, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (2 biz days late)
Active: 6 biz days
Paused: 50 biz days
🕐 Clock stopped: Completed (Apr 16, 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
⏸48d
⏸ Clock Paused
Status: Ready for Release
Feb 3 → Apr 13, 2026
48 business days (not counted)
▶ Clock Running
Status: Assigned
Apr 13 → Apr 13, 2026
0 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Scheduled
Apr 13 → Apr 13, 2026
0 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Entered
Apr 13 → Apr 13, 2026
0 business days (counted)
Running total: 5 of ? biz days used
⏸ Clock Paused
Status: Ready for Release
Apr 13 → Apr 15, 2026
2 business days (not counted)
▶ Clock Running
Status: Assigned
Apr 15 → Apr 15, 2026
0 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Scheduled
Apr 15 → Apr 16, 2026
1 business day (counted)
Running total: 6 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 16 → Apr 16, 2026
0 business days (counted)
Running total: 6 of ? biz days used
Created: Jan 27, 2026 Completed: Apr 16, 2026
Show SLA Clock Detail (10 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 13 Ready for Release ⏸ Paused 48 —
Apr 13 → Apr 13 Assigned ▶ Running 0 5
Apr 13 → Apr 13 Scheduled ▶ Running 0 5
Apr 13 → Apr 13 Entered ▶ Running 0 5
Apr 13 → Apr 15 Ready for Release ⏸ Paused 2 —
Apr 15 → Apr 15 Assigned ▶ Running 0 5
Apr 15 → Apr 16 Scheduled ▶ Running 1 6
Apr 16 → Apr 16 Tech On Site ▶ Running 0 6
Dispatch 0.0d
Holding 51.1d (excluded)
Coordinators 7.6d
Field Work 0.1d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
51.1 days
Coordinators
7.6 days
Over SLA
Field Work
0.1 days
Billing
0.0 days
Created: Jan 27, 2026 Due: Apr 30, 2026 Completed: Apr 16, 2026 (14 days early)
📅
56.6 days Total Age
⏱️
48.1d in Ready for Release Longest Stage
🔄
10 transitions Status Changes
⚠️
6.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00562552
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-01340157 (current) Invoiced
Preventive Maintenance • Curtis Sprague
Created: Jan 27, 2026 • Closed: Apr 16, 2026
Completed with minor delays
Invoiced • 201 days old
🚨
Primary Delay 48.1 days stuck in "Ready for Release"
⏱️
Total Delay 6.6 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
5.6d / 1.0d SLA
Ready for Release
51.1d
Scheduled
2.0d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
3.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

04/15/2026 LHill-CONFIRMED on LIVE spreadsheet for 4/16 with tech arrival between 11-1


04/13/2026 LHill-Offered 04/16 tech arrival between 11-1


04/13/2026 LHill-spoke with Curtis (tech) he is already gone from that area and he doesn't have his Accucold stuff with him. I advised I would have to offer a new date to customer.


04/13/2026 LHill-CONFIRMED on LIVE spreadsheet for 04/13 for tech arrival between 11-1.


4/10/2026 LHill-offered on LIVE spreadsheet 04/13 with tech arrival between 11-1.


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

🔧 Work Performed
Performed PM on unit
🔍 Technician Findings
Located unit listed on WO
⚠️ Problem Description
Avita Pharmacy Accucold Project PM Scheduling contact all sites PRIMARY: Ricardo Escobar
📄 Description
15 Cu.Ft. Upright Vaccine Refrigerator

Timeline

📞
▶
3 Case Linked Jan 27, 1:58 PM
Case Linked → Work Order Created → Status: Ready for Scheduling
📋
Work Order Created
Work Order: WO-01340157
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
🚨 48.8 business days
👷
▶
3 Technician Assigned Apr 13, 12:10 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Laura Hill
From: Ready for Release, Assigned
To: Assigned, Scheduled
Duration in Previous: 68d 17h, 0m
📅
Dispatch Scheduled by Laura Hill
Scheduled For: 2026-04-13T15:15:00.000+0000
🆕
Status: Entered by Laura Hill Apr 13, 12:17 PM
From: Scheduled, Entered
To: Entered, Ready for Release
Duration in Previous: 5m, 0m
⏳ 3.0 business days
👷
▶
3 Status: Assigned Apr 15, 8:33 AM
Status: Assigned → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Laura Hill
Technician: Curtis Sprague
📅
Dispatch Scheduled by Laura Hill
Scheduled For: 2026-04-16T17:15:00.000+0000
⏳ 2.0 business days
🔧
Status: Tech On Site by Curtis Sprague Apr 16, 10:09 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 1d 1h
✔️
Status: Completed by Curtis Sprague Apr 16, 11:02 AM
From: Tech On Site
To: Completed
Duration in Previous: 53m
⏱️
▶
2 3x Labor Added Apr 16, 11:08 AM
3x Labor Added → Status: Closed
🏁
Status: Closed by Curtis Sprague
From: Completed
To: Closed
Duration in Previous: 6m
⏳ 3.0 business days
📄
▶
3 Status: Ready to Bill Apr 20, 11:19 AM
Status: Ready to Bill → Invoice Created → Status: Invoiced
🧾
Invoice Created
Invoice Number: SM-259636
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m

Bottlenecks

Ready for Scheduling
Duration: 5.6 business days (threshold: 1.0 business days)
Exceeded by 4.6 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00562552
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Curtis Sprague
Scheduled
Apr 16, 1:15 PM
Created
Jan 27, 1:59 PM
Invoice #
SM-259636

Work Details (3)

Name Type Status Qty Amount Date
WL-03188502 Labor Open 0.5 $75.00 Apr 16, 11:08 AM
WL-03188503 Labor Open 3 $125.00 Apr 16, 11:08 AM
WL-03188504 Travel Open 170 $0.00 Apr 16, 11:08 AM

Details