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← WO Overview

WO-01300268 ↗ ServiceMax

Oak Street Health • SWAPOUT • PC

📍 Oak Street Health - Rockford — 301 E State St, Rockford IL, 61104

Aug 29, 2025 → Oct 10, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Oct 10, 2025
✓ SLA Met
Active: 24 biz days
Paused: 5 biz days
🕐 Clock stopped: Completed (Oct 10, 2025)
▶ Clock Running
Status: Created
Aug 29 → Aug 29, 2025
0 business days (counted)
Running total: 0 of ? biz days used
⏸5d
⏸ Clock Paused
Status: Awaiting Parts
Aug 29 → Sep 8, 2025
5 business days (not counted)
12d
▶ Clock Running
Status: Reschedule
Sep 8 → Sep 24, 2025
12 business days (counted)
Running total: 12 of ? biz days used
12d
▶ Clock Running
Status: On Hold
Sep 24 → Oct 10, 2025
12 business days (counted)
Running total: 24 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 10 → Oct 10, 2025
0 business days (counted)
Running total: 24 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 10 → Oct 10, 2025
0 business days (counted)
Running total: 24 of ? biz days used
Created: Aug 29, 2025 Completed: Oct 10, 2025
Show SLA Clock Detail (6 periods)
Period Status Clock Biz Days Running Total
Aug 29 → Aug 29 Created ▶ Running 0 0
Aug 29 → Sep 8 Awaiting Parts ⏸ Paused 5 —
Sep 8 → Sep 24 Reschedule ▶ Running 12 12
Sep 24 → Oct 10 On Hold ▶ Running 12 24
Oct 10 → Oct 10 Assigned ▶ Running 0 24
Oct 10 → Oct 10 Tech On Site ▶ Running 0 24
Dispatch 0.0d
Material Management 6.0d
Holding 13.0d (excluded)
Coordinators 12.7d
Field Work 0.0d
Billing 14.0d
✓ SLA Met
Dispatch
0.0 days
Material Management
6.0 days
Over SLA
Holding (excluded from total)
13.0 days
Coordinators
12.7 days
Over SLA
Field Work
0.0 days
Billing
14.0 days
Over SLA
Created: Aug 29, 2025 Due: Oct 10, 2025 Completed: Oct 10, 2025 (on time)
📅
30.0 days Total Age
⏱️
14.0d in Ready to Bill Longest Stage
🔄
9 transitions Status Changes
⚠️
26.7d over Total Delay
📦
2 orders, 0 quotes Parts & Quotes
📝
4 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

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Originating Case

Open in Salesforce →
🎫
Case #00522982
Follow up to WO-01280788
Closed
Follow up to WO-01280788 Inspection #: 28285 Asset ID: 6028580 Model: Welch Allyn, Inc. - 7670-01 Notes: Out of range.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Gloria Valdivia
Owner
Virtual Tech
Created
Aug 28, 2025
Work Orders from this Case (2)
WO-01300268 (current) Invoiced
SWAPOUT • Samuel A Klein
Created: Aug 29, 2025 • Closed: Oct 10, 2025
WO-01308843 Invoiced
Virtual Tech - Depot • Samuel A Klein
Created: Oct 10, 2025 • Closed: Jan 5, 2026
Completed with significant delays
Invoiced • 187 days old
🚨
Primary Delay 14.0 days stuck in "Ready to Bill"
⏱️
Total Delay 26.7 business days over SLA thresholds
📦
Parts Pending 1 parts order(s) awaiting fulfillment

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.0d / 0.5d SLA
Awaiting Parts
6.0d / 3.0d SLA
Reschedule
12.7d / 2.0d SLA
On Hold
13.0d
Assigned
0.0d / 0.5d SLA
Tech On Site
0.0d / 1.0d SLA
Closed
0.7d / 1.0d SLA
Ready to Bill
14.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/24-RS; Sending reminder email with RL attached - On-Hold Awaiting equipment - 

🔧 Work Performed
Received unit into Depot. Preparing for Hotswap. Shipping to site - Hillrom 7670-01S BP Wall Mount Asset ID#: 12978203 S/N: 170622194675 Shipment Tracking Number: 1Z01E3E70391554368 - Delivered - 09/10/2025 Expected back for repair - Welch Allyn, Inc. - 7670-01 Asset ID: 6028580 S/N: 140827013945 RMA Tracking Number: 1Z01E3E79093741971 - Shipper created a label, UPS has not received the package yet.
🔍 Technician Findings
10/10 SKLEIN - Unit was received into the Depot in fair condition. Unit's Zero is out of tolerance. Preparing for repair and Hotswap. hot swap requested -
⚠️ Problem Description
Follow up to WO-01280788 - Inspection #: 28285 - Notes: Out of range. Welch Allyn, Inc. - 7670-01 Asset ID: 6028580 S/N: 140827013945 https://www.ebiotrack.com/workorder.php?wo=67878
📄 Description
SPHYG, ANEROID WALL GAUGE W/AD LT CUFF WA 7670-01 Oak Street Health’s Consigned Inventory

Timeline

📞
Case Linked Aug 28, 2:46 PM
Case Number: 00522982
Subject: Follow up to WO-01280788
Status: Closed
📋
▶
3 Work Order Created Aug 29, 7:54 AM
Work Order Created → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00080986
Status: Closed
📦
Status: Awaiting Parts by Wendy Argueta
From: Entered
To: Awaiting Parts
Duration in Previous: 0m
⚠️ 6.0 business days
💵
▶
3 3x Expenses Added Sep 8, 2:39 PM
3x Expenses Added → Parts Requested → Status: Reschedule
📦
Parts Requested
Order: 00081391
Status: Open
🔄
Status: Reschedule by Brittany Peters
From: Awaiting Parts
To: Reschedule
Duration in Previous: 10d 6h
🚨 13.0 business days
⏸️
Status: On Hold by Ryan Schwochow Sep 24, 10:04 AM
From: Reschedule
To: On Hold
Duration in Previous: 15d 19h
🚨 13.0 business days
👷
▶
3 Status: Assigned Oct 10, 1:53 PM
Status: Assigned → Technician Assigned → Status: Tech On Site
👷
Technician Assigned by Samuel Klein
Technician: Samuel A Klein
🔧
Status: Tech On Site by Samuel Klein
From: Assigned
To: Tech On Site
Duration in Previous: 2m
⏱️
▶
2 Labor Added Oct 10, 2:06 PM
Labor Added → Status: Completed
✔️
Status: Completed by Samuel Klein
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 11m, 0m
⏳ 1.0 business days
📄
Status: Ready to Bill by Nancy Suarez Oct 13, 5:04 PM
From: Closed
To: Ready to Bill
Duration in Previous: 3d 2h
🚨 14.0 business days
📨
Status: Invoice Pending by Diane Patton Oct 31, 3:55 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 17d 22h
💰
Status: Invoiced by Diane Patton Oct 31, 4:03 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 7m
⏳ 2.0 business days
🧾
Invoice Created Nov 3, 11:32 AM
Invoice Number: SM-245414

Bottlenecks

Awaiting Parts
Duration: 6.0 business days (threshold: 3.0 business days)
Exceeded by 3.0 business days
Reschedule
Duration: 12.7 business days (threshold: 2.0 business days)
Exceeded by 10.7 business days
Ready to Bill
Duration: 14.0 business days (threshold: 1.0 business days)
Exceeded by 13.0 business days

🔗 Related Artifacts

📞
Case 00522982
Closed
📦
Parts Order 00080986
Closed
📦
Parts Order 00081391
Open

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
SWAPOUT
Branch
Edge
Technician
Samuel A Klein
Scheduled
N/A
Created
Aug 29, 7:54 AM
Invoice #
SM-245414

Work Details (4)

Name Type Status Qty Amount Date
WL-02928650 Expenses Open 1 $11.55 Sep 8, 2:39 PM
WL-02928652 Parts Open 1 $0.00 Sep 8, 2:40 PM
WL-02928653 Parts Open 1 $0.00 Sep 8, 2:40 PM
WL-02966612 Labor Open 0.5 $61.29 Oct 10, 2:06 PM

Details