Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01352444 ↗ ServiceMax

Direct Fairways • Cross-Training • PC

📍 Jason Morris Trunk Stock — U-Haul Moving & Storage 3612 Silverton Rd, Salem OR, 97305

Feb 17, 2026 → Feb 20, 2026

✅ Completed
PC Per client agreement
Target: Feb 21, 2026
🕐 Clock stopped: Completed (Feb 20)
✓ SLA Met (1d early)
Dispatch 0.0d
Coordinators 4.3d
Field Work 0.0d
Billing 0.0d
✓ SLA Met
Dispatch
0.0 days
Coordinators
4.3 days
Over SLA
Field Work
0.0 days
Billing
0.0 days
Created: Feb 17, 2026 Due: Feb 21, 2026 Completed: Feb 20, 2026 (1 days early)
📅
3.3 days Total Age
⏱️
4.8d in Closed Longest Stage
🔄
7 transitions Status Changes
⚠️
5.2d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
1 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00569292
New Training Request
Closed
Dispatch please issue a training work order for CBT in EMSAR U for this technician Training Request: Course: Direct Fairways Installation Work Instruction Technician: Jason Morris Start Date: 2026-02-17
Priority
High
Origin
Email
Reason
New Case
Contact
Direct Fairways Training
Owner
Sherry Reich
Created
Feb 17, 2026
Work Orders from this Case (1)
WO-01352444 (current) Invoiced
Cross-Training • Jason Morris
Created: Feb 17, 2026 • Closed: Feb 20, 2026
Completed with minor delays
Invoiced • 86 days old
🚨
Primary Delay 4.8 days stuck in "Closed"
⏱️
Total Delay 5.2 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
1.3d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
3.0d / 2.0d SLA
Tech On Site
0.0d / 1.0d SLA
Closed
4.8d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
Training on Direct fairways
🔍 Technician Findings
Training on Direct fairways
⚠️ Problem Description
Dispatch please issue a training work order for CBT in EMSAR U for this technician Training Request: Course: Direct Fairways Installation Work Instruction Technician: Jason Morris Start Date: 2026-02-17

Timeline

📞
Case Linked Feb 17, 1:58 PM
Case Number: 00569292
Subject: New Training Request
Status: Closed
📋
▶
2 Work Order Created Feb 17, 4:22 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
▶
4 Technician Assigned Feb 18, 10:25 AM
Technician Assigned → Status: Assigned → Status: Scheduled → Dispatch Scheduled
👷
Status: Assigned by Rhea Berry
From: Ready for Scheduling
To: Assigned
Duration in Previous: 18h 1m
🗓️
Status: Scheduled by Michael Burris
From: Assigned
To: Scheduled
Duration in Previous: 2m
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-02-21T15:00:00.000+0000
⏳ 3.0 business days
🔧
▶
3 Status: Tech On Site Feb 20, 12:20 PM
Status: Tech On Site → Labor Added → Status: Completed
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 1
✔️
Status: Completed by Jason Morris
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 2m, 0m
⏳ 5.0 business days
📄
▶
3 Status: Ready to Bill Feb 26, 7:54 AM
Status: Ready to Bill → Status: Invoice Pending → Invoice Created
📨
Status: Invoice Pending by Hannah Shaw
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 1m, 0m
🧾
Invoice Created
Invoice Number: SM-254932

Bottlenecks

Ready for Scheduling
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.6 business hours
Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days
Closed
Duration: 4.8 business days (threshold: 1.0 business days)
Exceeded by 3.8 business days

🔗 Related Artifacts

📞
Case 00569292
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Cross-Training
Branch
N/A
Technician
Jason Morris
Scheduled
Feb 21, 10:00 AM
Created
Feb 17, 4:22 PM
Invoice #
SM-254932

Work Details (1)

Name Type Status Qty Amount Date
WL-03113825 Labor Open 1 $0.00 Feb 20, 12:22 PM

Details