Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01291675 ↗ ServiceMax

AMS HEALTH CLINIC, LLC • Installation • P4

📍 AMS Health Clinic, LLC — 1950 E Watkins Suite 125, Phoenix AZ, 85034

Jul 14, 2025 → Aug 17, 2025

✅ Completed
P4
SLA Clock
4 business days from creation · Target: Jul 18, 2025
✗ SLA Missed (11 biz days late)
Active: 15 biz days
Paused: 9 biz days
Budget: 4 biz days
🕐 Clock stopped: Invoiced (Aug 17, 2025)
SLA Target
▶ Clock Running
Status: Created
Jul 14 → Jul 14, 2025
0 business days (counted)
Running total: 0 of 4 biz days used
▶ Clock Running
Status: L2 Screening
Jul 14 → Jul 15, 2025
1 business day (counted)
Running total: 1 of 4 biz days used
⏸9d
⏸ Clock Paused
Status: Awaiting Parts
Jul 15 → Jul 28, 2025
9 business days (not counted)
4d
▶ Clock Running
Status: Logistics
Jul 28 → Aug 1, 2025
4 business days (counted)
Running total: 5 of 4 biz days used
10d
▶ Clock Running
Status: Ready to Bill
Aug 1 → Aug 17, 2025
10 business days (counted)
Running total: 15 of 4 biz days used
Created: Jul 14, 2025 Invoiced: Aug 17, 2025
Business Days Used 15 / 4
0 4d budget +11d over
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Jul 14 → Jul 14 Created ▶ Running 0 0 / 4
Jul 14 → Jul 15 L2 Screening ▶ Running 1 1 / 4
Jul 15 → Jul 28 Awaiting Parts ⏸ Paused 9 —
Jul 28 → Aug 1 Logistics ▶ Running 4 5 / 4
Aug 1 → Aug 17 Ready to Bill ▶ Running 10 15 / 4
Dispatch 7.0d
Material Management 10.0d
Billing 20.9d
✗ SLA Missed
Dispatch
7.0 days
Over SLA
Material Management
10.0 days
Over SLA
Billing
20.9 days
Over SLA
Created: Jul 14, 2025 Due: Jul 18, 2025 Completed: Aug 17, 2025 (29 days late)
📅
25.0 days Total Age
⏱️
10.9d in Ready to Bill Longest Stage
🔄
8 transitions Status Changes
⚠️
30.9d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
1 lines Work Details

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00510063
1/7 2nd req chat'd, contract is inactive - AMS PO #1050 for 1 LC300WC
Closed
Please find attached AMS PO #1058 for 1 LC300WC + FedEx tracking information for 1 LC300 pod. It is scheduled to arrive 12/24/25. Parts order will contain the LC300WC kiosk and cuff wrap, 124-8834-00
Priority
Standard
Origin
Email
Reason
New Case
Contact
N/A
Owner
Sherry Reich
Created
Jul 14, 2025
Work Orders from this Case (3)
WO-01291675 (current) Invoiced
Installation
Created: Jul 14, 2025 • Closed: Aug 17, 2025
WO-01324784 Invoiced
Installation • Brendan Chaney
Created: Dec 10, 2025 • Closed: Dec 12, 2025
WO-01334583 Invoiced
Installation • Brendan Chaney
Created: Jan 8, 2026 • Closed: Jan 8, 2026
Completed with significant delays
Invoiced • 233 days old
🚨
Primary Delay 10.9 days stuck in "Ready to Bill"
⏱️
Total Delay 30.9 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
2.0d / 1.0d SLA
Awaiting Parts
10.0d / 3.0d SLA
Logistics
5.0d / 1.0d SLA
Ready to Bill
20.9d / 1.0d SLA
Billing Review
0.0d / 2.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
Kiosk order fulfilled
🔍 Technician Findings
Kiosk order fulfilled
⚠️ Problem Description
Please find attached AMS PO #1050 for 1 LC300WC + FedEx tracking information for 11 LC300 pod. It is scheduled to arrive 7/15. Please order 1 LC-300 Wheel chair cabinet 1 LC300 cuff wrap

Timeline

📞
Case Linked Jul 14, 1:54 AM
Case Number: 00510063
Subject: 1/7 2nd req chat'd, contract is inactive - AMS PO #1050 for 1 LC300WC
Status: Closed
📋
▶
2 Work Order Created Jul 14, 11:22 AM
Work Order Created → Status: L2 Screening
🔍
Status: L2 Screening by Sherry Reich
From: Entered
To: L2 Screening
Duration in Previous: 1m
📦
▶
2 Parts Requested Jul 15, 10:28 AM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Phillip Castillo
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 23h 4m
🚨 10.0 business days
🚚
Status: Logistics by Brendan Chaney Jul 28, 11:36 AM
From: Awaiting Parts
To: Logistics
Duration in Previous: 13d 1h
⚠️ 5.0 business days
📄
Status: Ready to Bill by Brendan Chaney Aug 1, 12:29 PM
From: Logistics
To: Ready to Bill
Duration in Previous: 4d 0h
🚨 11.0 business days
💵
▶
3 Status: Billing Review Aug 17, 4:00 PM
Status: Billing Review → Labor Added → Status: Ready to Bill
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 1
📄
Status: Ready to Bill by Kirsten Walls
From: Billing Review
To: Ready to Bill
Duration in Previous: 2m
🚨 10.0 business days
📨
▶
2 Status: Invoice Pending Aug 29, 12:10 PM
Status: Invoice Pending → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🚨 111.0 business days
🧾
Invoice Created Feb 11, 10:44 AM
Invoice Number: SM-239587

Bottlenecks

L2 Screening
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Awaiting Parts
Duration: 10.0 business days (threshold: 3.0 business days)
Exceeded by 7.0 business days
Logistics
Duration: 5.0 business days (threshold: 1.0 business days)
Exceeded by 4.0 business days
Ready to Bill
Duration: 10.9 business days (threshold: 1.0 business days)
Exceeded by 9.9 business days
Ready to Bill
Duration: 10.0 business days (threshold: 1.0 business days)
Exceeded by 9.0 business days

🔗 Related Artifacts

📞
Case 00510063
Closed
📦
Parts Order 00078316
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P4
Type
Installation
Branch
N/A
Technician
Unassigned
Scheduled
N/A
Created
Jul 14, 11:22 AM
Invoice #
SM-239587

Work Details (1)

Name Type Status Qty Amount Date
WL-02904643 Labor Open 1 $1,326.45 Aug 17, 4:02 PM

Details