Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01297390 ↗ ServiceMax

HIGI LLC • Installation • PC

📍 Publix 2038 — 2700 N Main St, Suite A, Summerville SC, 29486

Aug 12, 2025 → Sep 26, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Oct 1, 2025
✓ SLA Met (3 biz days early)
Active: 25 biz days
Paused: 7 biz days
🕐 Clock stopped: Completed (Sep 27, 2025)
▶ Clock Running
Status: Created
Aug 12 → Aug 12, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: L2 Screening
Aug 12 → Aug 12, 2025
0 business days (counted)
Running total: 0 of ? biz days used
⏸7d
⏸ Clock Paused
Status: Awaiting Parts
Aug 12 → Aug 21, 2025
7 business days (not counted)
8d
▶ Clock Running
Status: Production
Aug 21 → Sep 3, 2025
8 business days (counted)
Running total: 8 of ? biz days used
▶ Clock Running
Status: Logistics
Sep 3 → Sep 4, 2025
1 business day (counted)
Running total: 9 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 4 → Sep 4, 2025
0 business days (counted)
Running total: 9 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 4 → Sep 4, 2025
0 business days (counted)
Running total: 9 of ? biz days used
▶ Clock Running
Status: Accepted
Sep 4 → Sep 4, 2025
0 business days (counted)
Running total: 9 of ? biz days used
7d
▶ Clock Running
Status: Scheduled
Sep 4 → Sep 15, 2025
7 business days (counted)
Running total: 16 of ? biz days used
▶ Clock Running
Status: On Hold
Sep 15 → Sep 16, 2025
1 business day (counted)
Running total: 17 of ? biz days used
7d
▶ Clock Running
Status: Ready for Scheduling
Sep 16 → Sep 25, 2025
7 business days (counted)
Running total: 24 of ? biz days used
▶ Clock Running
Status: Scheduled
Sep 25 → Sep 26, 2025
1 business day (counted)
Running total: 25 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 26 → Sep 27, 2025
0 business days (counted)
Running total: 25 of ? biz days used
Created: Aug 12, 2025 Completed: Sep 27, 2025
Show SLA Clock Detail (13 periods)
Period Status Clock Biz Days Running Total
Aug 12 → Aug 12 Created ▶ Running 0 0
Aug 12 → Aug 12 L2 Screening ▶ Running 0 0
Aug 12 → Aug 21 Awaiting Parts ⏸ Paused 7
Aug 21 → Sep 3 Production ▶ Running 8 8
Sep 3 → Sep 4 Logistics ▶ Running 1 9
Sep 4 → Sep 4 Ready for Scheduling ▶ Running 0 9
Sep 4 → Sep 4 Assigned ▶ Running 0 9
Sep 4 → Sep 4 Accepted ▶ Running 0 9
Sep 4 → Sep 15 Scheduled ▶ Running 7 16
Sep 15 → Sep 16 On Hold ▶ Running 1 17
Sep 16 → Sep 25 Ready for Scheduling ▶ Running 7 24
Sep 25 → Sep 26 Scheduled ▶ Running 1 25
Sep 26 → Sep 27 Tech On Site ▶ Running 0 25
Dispatch 11.3d
Material Management 7.1d
Holding 1.7d (excluded)
Coordinators 17.5d
Field Work 0.9d
Billing 7.0d
✓ SLA Met
Dispatch
11.3 days
Over SLA
Material Management
7.1 days
Over SLA
Holding (excluded from total)
1.7 days
Coordinators
17.5 days
Over SLA
Field Work
0.9 days
Billing
7.0 days
Over SLA
Created: Aug 12, 2025 Due: Oct 1, 2025 Completed: Sep 27, 2025 (4 days early)
📅
32.4 days Total Age
⏱️
9.0d in Production Longest Stage
🔄
16 transitions Status Changes
⚠️
30.5d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00518469
Publix 2038
Closed
Ship Date: Delivery Date: Installation Date: 9/10/2025 No Kiosk requires BC4k Installed No Preferred Installation Date Model of Kiosk 2014 Preferred Installation Day Warning None How will higi connect to the internet Wifi Set Installation Date 9/10/2025 Target Go Date: Days delivery is possible: Tuesday SSID (Wifi Network Name): Publix-Customer Time location is open (from) 9am Security Type None Time location is open (to) 5pm Security Key (Network Password) none Is there a loading dock Yes Ethernet port avail next to power outlet Location of loading dock IP Address Credentials/passes needed to gain entry No Subnet Mask Additional forms needed for delivery No Default Gateway If yes, please specify Primary DNS Appt needed to install the unit No Secondary DNS Who should be contacted for the install Pharmacy Additional Info or special requirements Matt Williams (off-site) cell 843-619-7520 Use a 2014 refurbished unit. Delivery is standard retail Dock to Dock. Grand Opening 9/17/25 Refer to HWI-0022 Publix Convert to WIFI process. Open Publix Network, so no password required.
Priority
High
Origin
Client Form
Reason
New Case
Contact
N/A
Owner
Sherry Reich
Created
Aug 12, 2025
Work Orders from this Case (1)
WO-01297390 (current) Invoiced
Installation • Rozier Cole
Created: Aug 12, 2025 • Closed: Sep 26, 2025
Completed with significant delays
Invoiced • 204 days old
🚨
Primary Delay 9.0 days stuck in "Production"
⏱️
Total Delay 30.5 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
7.1d / 3.0d SLA
Production
9.0d / 2.0d SLA
Logistics
2.0d / 1.0d SLA
Ready for Scheduling
7.9d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
9.6d / 2.0d SLA
On Hold
1.7d
Tech On Site
0.9d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.0d / 1.0d SLA
Ready to Bill
7.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

Missing BOL

9/25/25 lcoonrod

Matt called back. He will have someone on site tomorrow to meet the tech. contact name is Michael. his # is 864-353-5684


9/24 MOwens Per Matt. Sending this to WM to complete on 10/1 as there is not a local tech available

09/16/2025 NFloyd - Per update from Page/Higi:

The grand opening has been rescheduled to 10/08/2025.


Requesting Installation on 10/01/2025 with a 9am to 4pm window


09/10/2025 JFoley - Installation will be rescheduled for next week.


9/4/25 RCook- Chattered:

@[Jessica Foley]​ This WO has been sent to WM. Thank you!


9/4/25 RCook- Per MBateman in teams call send to WM. We do not have a technician available to take this WO.


Ready Date 9/4/25 BA

🔧 Work Performed
removed unit from box - powered on waited for sync - set up wi-fi - verified functionality - veriified with cx - reached out to tech support
🔍 Technician Findings
found unit needing installed - all components delivered
⚠️ Problem Description
Special Instructions: Matt Williams (off-site) cell 843-619-7520 Use a 2014 refurbished unit. Delivery is standard retail Dock to Dock. UPDATE as of 09/16/25 -- Grand Opening pushed from 9/17/25 to 10/08/25 Refer to HWI-0022 Publix Convert to WIFI process. Open Publix Network, so no password required. Ship Date: Delivery Date: Installation Date: 10/01/2025 No Kiosk requires BC4k Installed No Preferred Installation Date Model of Kiosk 2014 Preferred Installation Day Warning None How will higi connect to the internet Wifi Set Installation Date 9/10/2025 Target Go Date: Days delivery is possible: Tuesday SSID (Wifi Network Name): Publix-Customer Time location is open (from) 9am Security Type None Time location is open (to) 5pm Security Key (Network Password) none Is there a loading dock Yes Ethernet port avail next to power outlet Location of loading dock IP Address Credentials/passes needed to gain entry No Subnet Mask Additional forms needed for delivery No Default Gateway If yes, please specify Primary DNS Appt needed to install the unit No Secondary DNS Who should be contacted for the install Pharmacy Additional Info or special requirements Matt Williams (off-site) cell 843-619-7520 Use a 2014 refurbished unit. Delivery is standard retail Dock to Dock. Grand Opening 10/18/25 Refer to HWI-0022 Publix Convert to WIFI process. Open Publix Network, so no password required. Link to the Work Instruction, required checklist on page 5 https://emsar-portal1.sharepoint.com/SOPs%20and%20Work%20Instructions/Forms/AllItems.aspx?id=%2FSOPs%20and%20Work%20Instructions%2FHigi%20%26%20Legacy%20Kiosk%20Group%2FHigi%20Green%2FWI%2DST%2D345%20Higi%20Green%20Installation%20Process%2Epdf&parent=%2FSOPs%20and%20Work%20Instructions%2FHigi%20%26%20Legacy%20Kiosk%20Group%2FHigi%20Green&p=true&ct=1724684970563&or=Teams%2DHL&ga=1 Technician MUST check out with a call to EMSAR’s Tech Support **IMPORTANT** Immediately upon accepting this installation/relocation work order, the Coordinator shall contact the site to make them aware of the installation date and approximate time for the installation. If the coordinator is unable to make contact, notify EMSAR account manager so HIGI can provide us with an alternate contact name and number. Verification of delivery will be recorded in the problem description once delivered by the logistics coordinator. Use this password to access the kiosk: miker0me0g0lfech0 Important: Check in upon arrival via WO button or Coordinator before you begin working on the kiosk. You must check out with Technical Support after install to verify in the portal that the kiosk is online, PC is deployed and operational Call 931-284-4999 and follow the prompts. Our Level II Support team must first verify the errors in the customer portal. Be prepared to give the Work Order number. Support Hours are Monday- Friday from 8:00 AM EST until 8:00 PM EST.
📄 Description
Higi Green Kiosk with a Wifi Installed and Storm Key pad

Timeline

📞
Case Linked Aug 12, 4:25 PM
Case Number: 00518469
Subject: Publix 2038
Status: Closed
📋
2 Work Order Created Aug 12, 4:31 PM
Work Order Created → Status: L2 Screening
🔍
Status: L2 Screening by Sherry Reich
From: Entered
To: L2 Screening
Duration in Previous: 4m
📦
2 Parts Requested Aug 12, 6:52 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Phillip Castillo
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 2h 16m
⚠️ 7.6 business days
🏭
Status: Production by Bryan Allphin Aug 21, 9:29 AM
From: Awaiting Parts
To: Production
Duration in Previous: 8d 14h
⚠️ 9.0 business days
🚚
Status: Logistics by Bryan Allphin Sep 3, 8:40 AM
From: Production
To: Logistics
Duration in Previous: 12d 23h
2.0 business days
📅
Status: Ready for Scheduling by Brittany Peters Sep 4, 1:26 PM
From: Logistics
To: Ready for Scheduling
Duration in Previous: 1d 4h
👷
2 Technician Assigned Sep 4, 2:44 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1h 17m
📋
2 Status: Accepted Sep 4, 3:06 PM
Status: Accepted → Dispatch Scheduled
📅
Dispatch Scheduled by Jessica Foley
Scheduled For: 2025-09-10T12:00:00.000+0000
⚠️ 5.0 business days
📅
Dispatch Scheduled by Jessica Foley Sep 10, 2:55 PM
Scheduled For: 2025-09-15T12:00:00.000+0000
4.0 business days
⏸️
Status: On Hold by Nicole Floyd Sep 15, 2:39 PM
From: Scheduled
To: On Hold
Duration in Previous: 10d 23h
📅
Status: Ready for Scheduling by Nicole Floyd Sep 16, 2:14 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 23h 35m
⚠️ 8.0 business days
👷
3 Technician Assigned Sep 25, 12:21 PM
Technician Assigned → Dispatch Scheduled → Status: Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-09-26T15:00:00.000+0000
🗓️
Status: Scheduled by Melissa Owens
From: Ready for Scheduling
To: Scheduled
Duration in Previous: 8d 22h
2.0 business days
🔧
Status: Tech On Site by Rozier Cole Sep 26, 1:05 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 1d 0h
⏱️
2 5x Labor Added Sep 26, 10:12 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Rozier Cole
From: Tech On Site
To: Completed
Duration in Previous: 9h 7m
🏁
Status: Closed by Matthew Bateman Sep 26, 10:33 PM
From: Completed
To: Closed
Duration in Previous: 19m
1.2 business days
📄
Status: Ready to Bill by Hannah Shaw Sep 29, 11:57 AM
From: Closed
To: Ready to Bill
Duration in Previous: 2d 13h
⚠️ 7.0 business days
📨
Status: Invoice Pending by Hannah Shaw Oct 7, 3:50 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 8d 3h
💰
2 Status: Invoiced Oct 7, 4:09 PM
Status: Invoiced → Invoice Created
🧾
Invoice Created
Invoice Number: SM-243102

Bottlenecks

Awaiting Parts
Duration: 7.1 business days (threshold: 3.0 business days)
Exceeded by 4.1 business days
Production
Duration: 9.0 business days (threshold: 2.0 business days)
Exceeded by 7.0 business days
Logistics
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Scheduled
Duration: 7.6 business days (threshold: 2.0 business days)
Exceeded by 5.6 business days
Ready for Scheduling
Duration: 7.7 business days (threshold: 1.0 business days)
Exceeded by 6.7 business days
Ready to Bill
Duration: 7.0 business days (threshold: 1.0 business days)
Exceeded by 6.0 business days

🔗 Related Artifacts

📞
Case 00518469
Closed
📦
Parts Order 00079885
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
N/A
Technician
Rozier Cole
Scheduled
Sep 26, 11:00 AM
Created
Aug 12, 4:31 PM
Invoice #
SM-243102

Work Details (5)

Name Type Status Qty Amount Date
WL-02951677 Labor Open 2 $0.00 Sep 26, 10:12 PM
WL-02951678 Labor Open 3 $213.50 Sep 26, 10:12 PM
WL-02951679 Labor Open 2.25 $0.00 Sep 26, 10:12 PM
WL-02951680 Travel Open 112 $0.00 Sep 26, 10:12 PM
WL-02951681 Travel Open 112 $0.00 Sep 26, 10:12 PM

Details