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← WO Overview

WO-01278309 ↗ ServiceMax

HIGI LLC • Admin • P4

📍 Texas Medical Screening HQ — 901 NE Loop 410, Suite #807, San Antonio TX, 78209

Jun 9, 2025 → Oct 29, 2025

✅ Completed
P4
SLA Clock
4 business days from creation · Target: Jun 13, 2025
✗ SLA Missed (1 biz days late)
Active: 5 biz days
Paused: 1 biz days
Budget: 4 biz days
🕐 Clock stopped: Completed (Jun 17, 2025)
SLA Target
▶ Clock Running
Status: Created
Jun 9 → Jun 9, 2025
0 business days (counted)
Running total: 0 of 4 biz days used
▶ Clock Running
Status: L2 Screening
Jun 9 → Jun 9, 2025
0 business days (counted)
Running total: 0 of 4 biz days used
⏸1d
⏸ Clock Paused
Status: Awaiting Parts
Jun 9 → Jun 10, 2025
1 business day (not counted)
▶ Clock Running
Status: Ready for Scheduling
Jun 10 → Jun 10, 2025
0 business days (counted)
Running total: 0 of 4 biz days used
▶ Clock Running
Status: Assigned
Jun 10 → Jun 10, 2025
0 business days (counted)
Running total: 0 of 4 biz days used
5d
▶ Clock Running
Status: Scheduled
Jun 10 → Jun 17, 2025
5 business days (counted)
Running total: 5 of 4 biz days used
Created: Jun 9, 2025 Completed: Jun 17, 2025
Business Days Used 5 / 4
0 4d budget +1d over
Show SLA Clock Detail (6 periods)
Period Status Clock Biz Days Running Total
Jun 9 → Jun 9 Created ▶ Running 0 0 / 4
Jun 9 → Jun 9 L2 Screening ▶ Running 0 0 / 4
Jun 9 → Jun 10 Awaiting Parts ⏸ Paused 1
Jun 10 → Jun 10 Ready for Scheduling ▶ Running 0 0 / 4
Jun 10 → Jun 10 Assigned ▶ Running 0 0 / 4
Jun 10 → Jun 17 Scheduled ▶ Running 5 5 / 4
Dispatch 0.3d
Material Management 1.1d
Coordinators 6.0d
Field Work 93.0d
Billing 22.4d
✗ SLA Missed
Dispatch
0.3 days
Material Management
1.1 days
Coordinators
6.0 days
Over SLA
Field Work
93.0 days
Over SLA
Billing
22.4 days
Over SLA
Created: Jun 9, 2025 Due: Jun 11, 2025 Completed: Oct 29, 2025 (139 days late)
📅
98.4 days Total Age
⏱️
93.0d in Completed Longest Stage
🔄
10 transitions Status Changes
⚠️
117.4d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00499836
6/9 chat'd Danek on location WO request FW: Cradlepoint modems
Closed
Ship a modem and SIM card to the following address. Attn: James Williams 901 NE Loop 410 #807 San Antonio, TX 78209 Special Instructions: Provide the modem’s IMEI number and SIM card number and the tracking number to Jerry Orneal - jornelas@higi.com CSA Internal Notes: *** No Technician Required. *** Out of Scope WO. The work order should have the following charges 15-20 min Dispatch Labor (including billing review to process the work order) 15 min L2 labor to order the part 30 min Production time to pick pack ship and provide the requested information Shipping charges – will populate on the part order
Priority
Standard
Origin
Email
Reason
New Case
Contact
James Williams
Owner
Sherry Reich
Created
Jun 6, 2025
Work Orders from this Case (1)
WO-01278309 (current) Invoiced
Admin • Nicole Floyd
Created: Jun 9, 2025 • Closed: Oct 29, 2025
Completed with significant delays
Invoiced • 268 days old
🚨
Primary Delay 93.0 days stuck in "Completed"
⏱️
Total Delay 117.4 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
L2 Screening
0.3d / 1.0d SLA
Awaiting Parts
1.1d / 3.0d SLA
Ready for Scheduling
0.0d / 1.0d SLA
Scheduled
6.0d / 2.0d SLA
Completed
93.0d / 1.0d SLA
Closed
0.6d / 1.0d SLA
Billing Review
0.0d / 2.0d SLA
Ready to Bill
22.4d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10.29.25 hshaw - missing freight charge, chat Kfricke

6/9/25 SReich - Per a phone call with Kirsten Walls, we created a higi location to use on this WO. She said to make it a parts order vs support, which is referenced in the email.


CSA Internal Notes:

TOTAL NET CHARGE: 10.38

*** No Technician Required. *** Out of Scope WO.

The work order should have the following charges

15-20 min Dispatch Labor (including billing review to process the work order)

15 min L2 labor to order the part

30 min Production time to pick pack ship and provide the requested information

Shipping charges – will populate on the part order

🔧 Work Performed
15-20 min Dispatch Labor (including billing review to process the work order) 15 min L2 labor to order the part 30 min Production time to pick pack ship and provide the requested information Shipping charges – will populate on the part order
⚠️ Problem Description
Ship a modem and SIM card to the following address. Attn: James Williams 901 NE Loop 410 #807 San Antonio, TX 78209 Special Instructions: Provide the modem’s IMEI number and SIM card number and the tracking number to Jerry Orneal - jornelas@higi.com CSA Internal Notes: *** No Technician Required. *** Out of Scope WO. The work order should have the following charges 15-20 min Dispatch Labor (including billing review to process the work order) 15 min L2 labor to order the part 30 min Production time to pick pack ship and provide the requested information Shipping charges – will populate on the part order

Timeline

📞
Case Linked Jun 6, 7:31 PM
Case Number: 00499836
Subject: 6/9 chat'd Danek on location WO request FW: Cradlepoint modems
Status: Closed
1.6 business days
📋
2 Work Order Created Jun 9, 4:52 PM
Work Order Created → Status: L2 Screening
🔍
Status: L2 Screening by Sherry Reich
From: Entered
To: L2 Screening
Duration in Previous: 1m
📦
2 Parts Requested Jun 9, 7:04 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Jarrod Black
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 2h 10m
📅
3 Status: Ready for Scheduling Jun 10, 12:02 PM
Status: Ready for Scheduling → Status: Assigned → Technician Assigned
👷
Status: Assigned by Brendan Chaney
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 4m, 0m
👷
Technician Assigned by Brendan Chaney
Technician: Ed Danek
📅
Dispatch Scheduled by Brendan Chaney Jun 10, 12:07 PM
Scheduled For: 2025-06-10T16:00:00.000+0000
🔩
Parts Added Jun 10, 1:45 PM
Type: Parts
Status: Open
Qty: 1
⚠️ 6.0 business days
✔️
Status: Completed by Rhonnie Reeves Jun 17, 9:07 AM
From: Scheduled
To: Completed
Duration in Previous: 6d 21h
🚨 85.0 business days
👷
Technician Assigned by Rhonnie Reeves Oct 17, 11:40 AM
Technician: a0hVU000000B9JJYA0, Nicole Floyd
⚠️ 9.0 business days
🏁
Status: Closed by Peter Green Oct 29, 12:14 PM
From: Completed
To: Closed
Duration in Previous: 134d 3h
⏱️
2 Labor Added Oct 29, 4:39 PM
Labor Added → Status: Billing Review
💵
Status: Billing Review by Hannah Shaw
From: Closed
To: Billing Review
Duration in Previous: 4h 28m
💵
2 Expenses Added Oct 29, 4:50 PM
Expenses Added → Status: Ready to Bill
📄
Status: Ready to Bill by Hannah Shaw
From: Billing Review
To: Ready to Bill
Duration in Previous: 10m
🚨 22.9 business days
📨
Status: Invoice Pending by Hannah Shaw Dec 3, 10:36 AM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 34d 18h
🧾
2 Invoice Created Dec 3, 10:44 AM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Hannah Shaw
From: Invoice Pending
To: Invoiced
Duration in Previous: 8m

Bottlenecks

Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Completed
Duration: 93.0 business days (threshold: 1.0 business days)
Exceeded by 92.0 business days
Ready to Bill
Duration: 22.4 business days (threshold: 1.0 business days)
Exceeded by 21.4 business days

🔗 Related Artifacts

📞
Case 00499836
Closed
📦
Parts Order 00076460
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P4
Type
Admin
Branch
N/A
Technician
Nicole Floyd
Scheduled
Jun 10, 12:00 PM
Created
Jun 9, 4:52 PM
Invoice #
SM-248039

Work Details (3)

Name Type Status Qty Amount Date
WL-02824870 Parts Open 1 $0.00 Jun 10, 1:45 PM
WL-02988481 Labor Open 1 $110.00 Oct 29, 4:39 PM
WL-02988495 Expenses Open 1 $10.38 Oct 29, 4:50 PM

Details