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WO-01307484 ↗ ServiceMax

Oak Street Health • Virtual Tech - Field Repair • P3

📍 Oak Street Health - Southeast Raleigh — 3416 Poole Road, Suite 120, Raleigh NC, 27610

Oct 2, 2025 → Dec 19, 2025

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Oct 7, 2025
✗ SLA Missed
Active: 2 biz days
Paused: 50 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Dec 19, 2025)
SLA Target
▶ Clock Running
Status: Created
Oct 2 → Oct 2, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
⏸50d
⏸ Clock Paused
Status: Awaiting Parts
Oct 2 → Dec 17, 2025
50 business days (not counted)
▶ Clock Running
Status: Reschedule
Dec 17 → Dec 17, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Assigned
Dec 17 → Dec 17, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Scheduled
Dec 17 → Dec 19, 2025
2 business days (counted)
Running total: 2 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Dec 19 → Dec 19, 2025
0 business days (counted)
Running total: 2 of 3 biz days used
Created: Oct 2, 2025 Completed: Dec 19, 2025
Business Days Used 2 / 3
0 3d budget
Show SLA Clock Detail (6 periods)
Period Status Clock Biz Days Running Total
Oct 2 → Oct 2 Created ▶ Running 0 0 / 3
Oct 2 → Dec 17 Awaiting Parts ⏸ Paused 50
Dec 17 → Dec 17 Reschedule ▶ Running 0 0 / 3
Dec 17 → Dec 17 Assigned ▶ Running 0 0 / 3
Dec 17 → Dec 19 Scheduled ▶ Running 2 2 / 3
Dec 19 → Dec 19 Tech On Site ▶ Running 0 2 / 3
Dispatch 0.0d
Material Management 49.8d
Coordinators 4.1d
Field Work 0.2d
Billing 7.0d
✗ SLA Missed
Dispatch
0.0 days
Material Management
49.8 days
Over SLA
Coordinators
4.1 days
Over SLA
Field Work
0.2 days
Billing
7.0 days
Over SLA
Created: Oct 2, 2025 Due: Dec 19, 2025 Completed: Dec 19, 2025 (on time)
📅
52.8 days Total Age
⏱️
49.8d in Awaiting Parts Longest Stage
🔄
10 transitions Status Changes
⚠️
55.1d over Total Delay
📦
2 orders, 0 quotes Parts & Quotes
📝
9 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00532447
Oak Street Health - 48 Hour - 98306: New Work Order Assigned
Closed
Work Order #98306 Work Order Description: EKG Machine- It's not staying charged and not registering the leads
Priority
Standard
Origin
Email
Reason
New Case
Contact
Kala Garner
Owner
Virtual Tech
Created
Oct 2, 2025
Work Orders from this Case (2)
WO-01307484 (current) Invoiced
Virtual Tech - Field Repair • Christopher Morning
Created: Oct 2, 2025 • Closed: Dec 19, 2025
WO-01318831 On Hold
SWAPOUT
Created: Dec 4, 2025
Completed with significant delays
Invoiced • 153 days old
🚨
Primary Delay 49.8 days stuck in "Awaiting Parts"
⏱️
Total Delay 55.1 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
49.8d / 3.0d SLA
Reschedule
1.0d / 2.0d SLA
Assigned
0.1d / 0.5d SLA
Scheduled
3.0d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Completed
0.1d / 1.0d SLA
Closed
2.3d / 1.0d SLA
Ready to Bill
7.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

12/17 MOwens Sent email to Kala and Corrine asking to schedule the repair visit for this Friday 12/19 after 12pm. Corrine replied back that after 12pm on 12/19 works for the repair visit.

10-30 DSR Need update on parts ETA Customer requesting update.

10-8 DSR Customer requesting ETA and tracking #. Sending to MM Team via Q.

🔧 Work Performed
12-19-25 CTM - Repaired EKG machine by replacing battery and tested function of leads . ALL PASS . Notified POC Kala Garner of completion .
🔍 Technician Findings
12-19-25 CTM - Repair EKG machine by replacing battery and test function on leads . Notify POC Kala Garner of findings and completion.
⚠️ Problem Description
Replace Battery and perform full functional testing on EKG. Leads sent if needed, confirm correct USB port via AM12. Work Order #98306 Work Order Description: EKG Machine- It's not staying charged and not registering the leads https://www.ebiotrack.com/workorder.php?wo=68684

Timeline

📞
Case Linked Oct 2, 11:37 AM
Case Number: 00532447
Subject: Oak Street Health - 48 Hour - 98306: New Work Order Assigned
Status: Closed
📋
3 Work Order Created Oct 2, 1:55 PM
Work Order Created → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00082837
Status: Closed
📦
Status: Awaiting Parts by Derek Reynolds
From: Entered
To: Awaiting Parts
Duration in Previous: 1m
🚨 41.0 business days
📦
Parts Requested Dec 3, 10:27 AM
Order: 00086141
Status: Closed
⚠️ 8.0 business days
🔩
2x Parts Added Dec 14, 3:41 PM
Type: Parts, Expenses
Status: Open
Qty: 1
2.0 business days
🔩
2 2x Parts Added Dec 16, 7:07 PM
2x Parts Added → Status: Reschedule
🔄
Status: Reschedule by Julie Ann Shoemaker
From: Awaiting Parts
To: Reschedule
Duration in Previous: 75d 6h
👷
2 Technician Assigned Dec 17, 9:59 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Reschedule
To: Assigned
Duration in Previous: 14h 52m
🗓️
2 Status: Scheduled Dec 17, 10:30 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-12-19T18:00:00.000+0000
3.0 business days
🔧
Status: Tech On Site by Christopher Morning Dec 19, 2:28 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 2d 3h
⏱️
2x Labor Added Dec 19, 2:38 PM
Type: Labor, Travel
Status: Open
Qty: 1, 34
⏱️
Labor Added Dec 19, 3:12 PM
Type: Labor
Status: Open
Qty: 1
✔️
Status: Completed by Christopher Morning Dec 19, 3:26 PM
From: Tech On Site
To: Completed
Duration in Previous: 57m
⏱️
2 2x Labor Added Dec 19, 4:18 PM
2x Labor Added → Status: Closed
🏁
Status: Closed by Christopher Morning
From: Completed
To: Closed
Duration in Previous: 52m
3.0 business days
📄
Status: Ready to Bill by Diane Patton Dec 23, 10:13 AM
From: Closed
To: Ready to Bill
Duration in Previous: 3d 17h
⚠️ 7.0 business days
📨
Status: Invoice Pending by Diane Patton Jan 2, 6:10 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 10d 7h
🧾
2 Invoice Created Jan 2, 6:29 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 19m

Bottlenecks

Awaiting Parts
Duration: 49.8 business days (threshold: 3.0 business days)
Exceeded by 46.8 business days
Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days
Closed
Duration: 2.3 business days (threshold: 1.0 business days)
Exceeded by 1.3 business days
Ready to Bill
Duration: 7.0 business days (threshold: 1.0 business days)
Exceeded by 6.0 business days

🔗 Related Artifacts

📞
Case 00532447
Closed
📦
Parts Order 00082837
Closed
📦
Parts Order 00086141
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Virtual Tech - Field Repair
Branch
Edge
Technician
Christopher Morning
Scheduled
Dec 19, 1:00 PM
Created
Oct 2, 1:55 PM
Invoice #
SM-250448

Work Details (9)

Name Type Status Qty Amount Date
WL-03037332 Parts Open 1 $187.23 Dec 14, 3:41 PM
WL-03037333 Expenses Open 1 $22.01 Dec 14, 3:41 PM
WL-03039845 Parts Open 1 $71.55 Dec 16, 7:07 PM
WL-03039846 Expenses Open 1 $16.50 Dec 16, 7:07 PM
WL-03043534 Labor Open 1 $122.57 Dec 19, 2:38 PM
WL-03043535 Travel Open 34 - Dec 19, 2:38 PM
WL-03043583 Labor Open 1 $122.57 Dec 19, 3:12 PM
WL-03043742 Labor Open 0.5 $61.29 Dec 19, 4:18 PM
WL-03043743 Travel Open 7.6 - Dec 19, 4:18 PM

Details