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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01307418 ↗ ServiceMax

Oak Street Health • SWAPOUT • PC

📍 Oak Street Health - Firestone, OH — 1400 S. Arlington Street, Unit 146, Akron OH, 44306

Oct 2, 2025 → Feb 24, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Dec 5, 2025
✗ SLA Missed (51 biz days late)
Active: 93 biz days
Paused: 2 biz days
🕐 Clock stopped: Completed (Feb 24, 2026)
▶ Clock Running
Status: Created
Oct 2 → Oct 2, 2025
0 business days (counted)
Running total: 0 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Oct 2 → Oct 6, 2025
2 business days (not counted)
▶ Clock Running
Status: Reschedule
Oct 6 → Oct 10, 2025
4 business days (counted)
Running total: 4 of ? biz days used
89d
▶ Clock Running
Status: On Hold
Oct 10 → Feb 24, 2026
89 business days (counted)
Running total: 93 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 24 → Feb 24, 2026
0 business days (counted)
Running total: 93 of ? biz days used
Created: Oct 2, 2025 Completed: Feb 24, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Oct 2 → Oct 2 Created ▶ Running 0 0
Oct 2 → Oct 6 Awaiting Parts ⏸ Paused 2
Oct 6 → Oct 10 Reschedule ▶ Running 4 4
Oct 10 → Feb 24 On Hold ▶ Running 89 93
Feb 24 → Feb 24 Assigned ▶ Running 0 93
Dispatch 0.0d
Material Management 3.0d
Holding 89.7d (excluded)
Coordinators 5.0d
Billing 1.4d
✗ SLA Missed
Dispatch
0.0 days
Material Management
3.0 days
Holding (excluded from total)
89.7 days
Coordinators
5.0 days
Over SLA
Billing
1.4 days
Over SLA
Created: Oct 2, 2025 Due: Dec 5, 2025 Completed: Feb 24, 2026 (80 days late)
📅
96.0 days Total Age
⏱️
89.7d in On Hold Longest Stage
🔄
8 transitions Status Changes
⚠️
4.7d over Total Delay
📦
2 orders, 0 quotes Parts & Quotes
📝
4 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00532335
Oak Street Health - 48 Hour - 98236: New Work Order Assigned
Closed
Work Order #98236 Work Order Description: Electronic BP monitor is not working. Basic troubleshooting was completed, but screen still will not populate reading after cuff is inflated of pt's arm. I've tried resetting and ensured it's fully charged. Please assist.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Stephanie Schulda
Owner
Virtual Tech
Created
Oct 2, 2025
Work Orders from this Case (3)
WO-01307399 Invoiced
Virtual Tech • Virtual Tech
Created: Oct 2, 2025 • Closed: Oct 2, 2025
WO-01307418 (current) Invoiced
SWAPOUT • Ryan Schwochow
Created: Oct 2, 2025 • Closed: Feb 24, 2026
WO-01307424 Invoiced
Virtual Tech - Drop Shipment • Virtual Tech
Created: Oct 2, 2025 • Closed: Dec 11, 2025
Completed with minor delays
Invoiced • 153 days old
🚨
Primary Delay 89.7 days stuck in "On Hold"
⏱️
Total Delay 4.7 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
Awaiting Parts
3.0d / 3.0d SLA
Reschedule
5.0d / 2.0d SLA
On Hold
89.7d
Assigned
0.0d / 0.5d SLA
Closed
2.3d / 1.0d SLA
Ready to Bill
1.4d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2/23/26-RS; Sending reminder email with RL attached - On-Hold Awaiting equipment - 

10/30- RS; Sending reminder email with RL attached

10/8-RS; Sending reminder email with RL attached - On-Hold Awaiting equipment - 

🔧 Work Performed
Shipping hot swap to site: Welch Allyn - 71XX - Connex Spot Monitor Asset ID#: 13254122 S/N: 21100016422525 Shipment Tracking Number: 1Z01E3E70394518820 - Delivered - 10/07/2025 Expected back for repair Welch Allyn - ProBP 2400 Asset ID#: 6092435 S/N: p14411b RMA Tracking Number: 1Z01E3E79097498399 - Shipper created a label, UPS has not received the package yet. We are still using the ProBP, so I don't have a device to send back. We currently have 2 Connex machines and one ProBP monitor, which is what we are allotted for.  Stephanie Schulda
🔍 Technician Findings
hotswap requested
⚠️ Problem Description
Electronic BP monitor is not working. Basic troubleshooting was completed, but screen still will not populate reading after cuff is inflated of pt's arm. I've tried resetting and ensured it's fully charged. Please assist. Welch Allyn - ProBP 2400 Asset ID#: 6092435 S/N: p14411b https://www.ebiotrack.com/workorder.php?wo=68670
📄 Description
Welch Allyn - Connex Spot Monitor 71XX Oak Street Health Consignment Equipment

Timeline

📞
Case Linked Oct 2, 8:59 AM
Case Number: 00532335
Subject: Oak Street Health - 48 Hour - 98236: New Work Order Assigned
Status: Closed
📋
3 Work Order Created Oct 2, 9:38 AM
Work Order Created → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00082808
Status: Closed
📦
Status: Awaiting Parts by Derek Reynolds
From: Entered
To: Awaiting Parts
Duration in Previous: 4m
3.0 business days
💵
3 3x Expenses Added Oct 6, 11:33 AM
3x Expenses Added → Parts Requested → Status: Reschedule
📦
Parts Requested
Order: 00082977
Status: Closed
🔄
Status: Reschedule by John Rolston
From: Awaiting Parts
To: Reschedule
Duration in Previous: 4d 1h
⚠️ 5.0 business days
⏸️
Status: On Hold by Ryan Schwochow Oct 10, 2:32 PM
From: Reschedule
To: On Hold
Duration in Previous: 4d 2h
🚨 90.0 business days
👷
4 Technician Assigned Feb 24, 4:29 PM
Technician Assigned → Status: Assigned → Labor Added → Status: Completed
👷
Status: Assigned by Ryan Schwochow
From: On Hold
To: Assigned
Duration in Previous: 137d 2h
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 1
✔️
Status: Completed by Ryan Schwochow
From: Assigned, Completed
To: Completed, Closed
Duration in Previous: 3m, 0m
2.9 business days
📄
Status: Ready to Bill by Diane Patton Feb 26, 3:54 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 23h
2.0 business days
📨
Status: Invoice Pending by Diane Patton Feb 28, 1:12 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 1d 21h
🧾
2 Invoice Created Feb 28, 1:18 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 5m

Bottlenecks

Reschedule
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Closed
Duration: 2.3 business days (threshold: 1.0 business days)
Exceeded by 1.3 business days
Ready to Bill
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 3.1 business hours

🔗 Related Artifacts

📞
Case 00532335
Closed
📦
Parts Order 00082808
Closed
📦
Parts Order 00082977
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
SWAPOUT
Branch
Edge
Technician
Ryan Schwochow
Scheduled
N/A
Created
Oct 2, 9:38 AM
Invoice #
SM-255246

Work Details (4)

Name Type Status Qty Amount Date
WL-02960787 Expenses Open 1 $23.10 Oct 6, 11:33 AM
WL-02960789 Parts Open 1 $0.00 Oct 6, 11:33 AM
WL-02960790 Parts Open 1 $0.00 Oct 6, 11:33 AM
WL-03118206 Labor Open 1 $122.57 Feb 24, 4:32 PM

Details