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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01340163 ↗ ServiceMax

Accucold • Preventive Maintenance • PSM

📍 1082 - Harlingen — "2306 Camelot Plaza Cir Suite B, Harlingen TX, 78550

Jan 27, 2026 → Apr 16, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (3 biz days late)
Active: 7 biz days
Paused: 49 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
⏸49d
⏸ Clock Paused
Status: Ready for Release
Feb 3 → Apr 14, 2026
49 business days (not counted)
▶ Clock Running
Status: Assigned
Apr 14 → Apr 14, 2026
0 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Scheduled
Apr 14 → Apr 16, 2026
2 business days (counted)
Running total: 7 of ? biz days used
Created: Jan 27, 2026 Completed: Apr 16, 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 14 Ready for Release ⏸ Paused 49 —
Apr 14 → Apr 14 Assigned ▶ Running 0 5
Apr 14 → Apr 16 Scheduled ▶ Running 2 7
Dispatch 0.0d
Holding 49.1d (excluded)
Coordinators 8.6d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
49.1 days
Coordinators
8.6 days
Over SLA
Created: Jan 27, 2026 Due: Apr 30, 2026 Completed: Apr 16, 2026 (14 days early)
📅
56.6 days Total Age
⏱️
49.1d in Ready for Release Longest Stage
🔄
5 transitions Status Changes
⚠️
6.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00562565
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-01340163 (current) Invoiced
Preventive Maintenance • Curtis Sprague
Created: Jan 27, 2026 • Closed: Apr 16, 2026
Completed with minor delays
Invoiced • 201 days old
🚨
Primary Delay 49.1 days stuck in "Ready for Release"
⏱️
Total Delay 6.8 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
49.1d
Scheduled
3.0d / 2.0d SLA
Closed
2.2d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

04/14/2026 LHill-CONFIRMED on LIVE spreadsheet for 04/16 with tech arrival 9-11.


04/10/2026 LHill-offered on LIVE spreadsheet for Curtis on 4/16 with tech arrival between 9AM-11AM


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

🔧 Work Performed
Performed PM on unit.
🔍 Technician Findings
Locate unit listed on WO
⚠️ Problem Description
Avita Pharmacy Accucold Project PM Scheduling contact all sites PRIMARY: Ricardo Escobar

Timeline

📞
▶
3 Case Linked Jan 27, 2:05 PM
Case Linked → Work Order Created → Status: Ready for Scheduling
📋
Work Order Created
Work Order: WO-01340163
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
🚨 49.8 business days
👷
▶
3 Technician Assigned Apr 14, 11:38 AM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Laura Hill
From: Ready for Release, Assigned
To: Assigned, Scheduled
Duration in Previous: 69d 16h, 0m
📅
Dispatch Scheduled by Laura Hill
Scheduled For: 2026-04-16T15:00:00.000+0000
⏳ 3.0 business days
⏱️
5x Labor Added Apr 16, 11:12 AM
Type: Labor, Travel
Status: Open
Qty: 1, 0.5, 3, 40, 160
✔️
Status: Completed by Curtis Sprague Apr 16, 6:10 PM
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 2d 6h, 0m
⏳ 2.7 business days
📄
▶
2 Status: Ready to Bill Apr 20, 12:40 PM
Status: Ready to Bill → Invoice Created
🧾
Invoice Created
Invoice Number: SM-259646

Bottlenecks

Ready for Scheduling
Duration: 5.6 business days (threshold: 1.0 business days)
Exceeded by 4.6 business days
Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days
Closed
Duration: 2.2 business days (threshold: 1.0 business days)
Exceeded by 1.2 business days

🔗 Related Artifacts

📞
Case 00562565
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Curtis Sprague
Scheduled
Apr 16, 11:00 AM
Created
Jan 27, 2:06 PM
Invoice #
SM-259646

Work Details (5)

Name Type Status Qty Amount Date
WL-03188511 Labor Open 1 $125.00 Apr 16, 11:12 AM
WL-03188512 Labor Open 0.5 $75.00 Apr 16, 11:12 AM
WL-03188513 Labor Open 3 $0.00 Apr 16, 11:12 AM
WL-03188514 Travel Open 40 $0.00 Apr 16, 11:12 AM
WL-03188515 Travel Open 160 $0.00 Apr 16, 11:12 AM

Details