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WO-01307821 ↗ ServiceMax

HIGI LLC • Installation • PC

📍 Publix 2043 — 4730 S Florida Ave, Lakeland FL, 33813

Oct 6, 2025 → Nov 7, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Nov 6, 2025
✓ SLA Met
Active: 11 biz days
Paused: 11 biz days
🕐 Clock stopped: Completed (Nov 6, 2025)
▶ Clock Running
Status: Created
Oct 6 → Oct 6, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: L2 Screening
Oct 6 → Oct 6, 2025
0 business days (counted)
Running total: 0 of ? biz days used
⏸11d
⏸ Clock Paused
Status: Awaiting Parts
Oct 6 → Oct 22, 2025
11 business days (not counted)
3d
▶ Clock Running
Status: Production
Oct 22 → Oct 27, 2025
3 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Logistics
Oct 27 → Oct 27, 2025
0 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 27 → Oct 27, 2025
0 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 27 → Oct 27, 2025
0 business days (counted)
Running total: 3 of ? biz days used
8d
▶ Clock Running
Status: Scheduled
Oct 27 → Nov 6, 2025
8 business days (counted)
Running total: 11 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 6 → Nov 6, 2025
0 business days (counted)
Running total: 11 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Nov 6 → Nov 6, 2025
0 business days (counted)
Running total: 11 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 6 → Nov 6, 2025
0 business days (counted)
Running total: 11 of ? biz days used
Created: Oct 6, 2025 Completed: Nov 6, 2025
Show SLA Clock Detail (11 periods)
Period Status Clock Biz Days Running Total
Oct 6 → Oct 6 Created ▶ Running 0 0
Oct 6 → Oct 6 L2 Screening ▶ Running 0 0
Oct 6 → Oct 22 Awaiting Parts ⏸ Paused 11
Oct 22 → Oct 27 Production ▶ Running 3 3
Oct 27 → Oct 27 Logistics ▶ Running 0 3
Oct 27 → Oct 27 Ready for Scheduling ▶ Running 0 3
Oct 27 → Oct 27 Assigned ▶ Running 0 3
Oct 27 → Nov 6 Scheduled ▶ Running 8 11
Nov 6 → Nov 6 Tech On Site ▶ Running 0 11
Nov 6 → Nov 6 Tech Off Site ▶ Running 0 11
Nov 6 → Nov 6 Tech On Site ▶ Running 0 11
Dispatch 4.5d
Material Management 12.0d
Coordinators 8.8d
Field Work 2.0d
Billing 53.0d
✓ SLA Met
Dispatch
4.5 days
Over SLA
Material Management
12.0 days
Over SLA
Coordinators
8.8 days
Over SLA
Field Work
2.0 days
Over SLA
Billing
53.0 days
Over SLA
Created: Oct 6, 2025 Due: Nov 6, 2025 Completed: Nov 8, 2025 (1 days late)
📅
24.0 days Total Age
⏱️
53.0d in Ready to Bill Longest Stage
🔄
14 transitions Status Changes
⚠️
70.0d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
9 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
👤 Self-scheduled by Robert Rivera — scheduling delays attributed to technician, not coordinators
Visit 1 Nov 6, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00533138
CF-80323
Closed
How will higi connect to the internet: Wifi Ship Date: Delivery Date: 11/25/2025 Installation Date: 11/6/2025 Additional Info or special requirements Robert Marx (off-site) cell 863-608-9972 Use a 2014 refurbished unit. Delivery is standard retail Dock to Dock. Grand Opening 11/13/25 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.  
Priority
High
Origin
Client Form
Reason
New Case
Contact
N/A
Owner
Leona Coonrod
Created
Oct 6, 2025
Work Orders from this Case (1)
WO-01307821 (current) Invoiced
Installation • Robert Rivera
Created: Oct 6, 2025 • Closed: Nov 7, 2025
Completed with significant delays
Invoiced • 149 days old
🚨
Primary Delay 53.0 days stuck in "Ready to Bill"
⏱️
Total Delay 70.0 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
0.1d / 1.0d SLA
Awaiting Parts
12.0d / 3.0d SLA
Production
4.0d / 2.0d SLA
Logistics
0.4d / 1.0d SLA
Ready for Scheduling
0.2d / 1.0d SLA
Scheduled
8.6d / 2.0d SLA
Tech On Site
0.5d / 1.0d SLA
Tech Off Site
0.1d / 2.0d SLA
Completed
1.4d / 1.0d SLA
Closed
1.0d / 1.0d SLA
Ready to Bill
53.0d / 1.0d SLA
Invoice Pending
0.1d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/6/25 MFranks - Could not close w/o same day due to MM not receiving the unit.

11/3/25 AJinerson - Called POC Robert Marx and confirmed tech visit for 11/6 for install with eta between 11AM-2PM Robert said that should be no problem at all there will be plenty of staff on site that day. 


10/27/25 AJinerson - Confirmed w/ tech SUP to send FSE RRivera to cover this.

Ready Date 10/30/25 BA

🔧 Work Performed
Attempted to find any info of where abouts of kiosk , after leaving site , was informed kiosk just delivered
🔍 Technician Findings
Upon arrival, Kiosk nowhere to be found, turned out was not delivered yet, nobody could verify any delivery info including Higi support
⚠️ Problem Description
Special Instructions: Robert Marx (off-site) cell 863-608-9972 Use a 2014 refurbished unit. Delivery is standard retail Dock to Dock. Grand Opening 11/13/25 Refer to HWI-0022 Publix Convert to WIFI process. Open Publix Network, so no password required. How will higi connect to the internet: Wifi Ship Date: Delivery Date: 11/25/2025 Installation Date: 11/6/2025 Additional Info or special requirements Robert Marx (off-site) cell 863-608-9972 Use a 2014 refurbished unit. Delivery is standard retail Dock to Dock. Grand Opening 11/13/25 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 Oct 6, 10:47 AM
Case Number: 00533138
Subject: CF-80323
Status: Closed
📋
2 Work Order Created Oct 6, 10:53 AM
Work Order Created → Status: L2 Screening
🔍
Status: L2 Screening by Leona Coonrod
From: Entered
To: L2 Screening
Duration in Previous: 0m
📦
2 Parts Requested Oct 6, 11:24 AM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Emmanuel Morales
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 30m
🚨 12.0 business days
🏭
Status: Production by Bryan Allphin Oct 22, 8:33 AM
From: Awaiting Parts
To: Production
Duration in Previous: 15d 21h
4.0 business days
🚚
Status: Logistics by Bryan Allphin Oct 27, 9:59 AM
From: Production
To: Logistics
Duration in Previous: 5d 1h
📅
Status: Ready for Scheduling by Bryan Allphin Oct 27, 1:25 PM
From: Logistics
To: Ready for Scheduling
Duration in Previous: 3h 26m
👷
3 Technician Assigned Oct 27, 3:01 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Abby Jinerson
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 1h 36m, 0m
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2025-11-06T17:00:00.000+0000
⚠️ 6.0 business days
💵
3x Expenses Added Nov 3, 2:06 PM
Type: Expenses
Status: Open
Qty: 1
📅
Dispatch Scheduled by Abby Jinerson Nov 3, 2:25 PM
Scheduled For: 2025-11-06T16:30:00.000+0000
4.0 business days
🔧
Status: Tech On Site by Rob Rivera Nov 6, 11:18 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 9d 21h
🚗
Status: Tech Off Site by Rob Rivera Nov 6, 1:43 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 2h 25m
🔧
Status: Tech On Site by Rob Rivera Nov 6, 2:12 PM
From: Tech Off Site
To: Tech On Site
Duration in Previous: 29m
✔️
Status: Completed by Rob Rivera Nov 6, 3:56 PM
From: Tech On Site
To: Completed
Duration in Previous: 1h 43m
⏱️
4x Labor Added Nov 6, 10:26 PM
Type: Labor, Travel
Status: Open
Qty: 0.5, 2, 207
⏱️
Labor Added Nov 6, 10:34 PM
Type: Labor
Status: Open
Qty: 3.5
💵
Expenses Added Nov 6, 10:42 PM
Type: Expenses
Status: Open
Qty: 1
🏁
Status: Closed by Rob Rivera Nov 7, 8:27 PM
From: Completed
To: Closed
Duration in Previous: 1d 4h
1.4 business days
📄
Status: Ready to Bill by Timothy Amburgey Nov 10, 11:16 AM
From: Closed
To: Ready to Bill
Duration in Previous: 2d 14h
🚨 53.0 business days
📨
Status: Invoice Pending by Hannah Shaw Jan 29, 11:18 AM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 80d 0h
🧾
2 Invoice Created Jan 29, 11:52 AM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Hannah Shaw
From: Invoice Pending
To: Invoiced
Duration in Previous: 33m

Bottlenecks

Awaiting Parts
Duration: 12.0 business days (threshold: 3.0 business days)
Exceeded by 9.0 business days
Production
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Scheduled
Duration: 8.6 business days (threshold: 2.0 business days)
Exceeded by 6.6 business days
Completed
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 3.1 business hours
Ready to Bill
Duration: 53.0 business days (threshold: 1.0 business days)
Exceeded by 52.0 business days

🔗 Related Artifacts

📞
Case 00533138
Closed
📦
Parts Order 00082975
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
N/A
Technician
Robert Rivera
Scheduled
Nov 6, 11:30 AM
Created
Oct 6, 10:53 AM
Invoice #
SM-252505

Work Details (9)

Name Type Status Qty Amount Date
WL-02994089 Expenses Open 1 $0.00 Nov 3, 2:06 PM
WL-02994090 Expenses Open 1 $0.00 Nov 3, 2:06 PM
WL-02994091 Expenses Open 1 $0.00 Nov 3, 2:06 PM
WL-02999394 Labor Open 0.5 $0.00 Nov 6, 10:26 PM
WL-02999392 Travel Open 2 $0.00 Nov 6, 10:26 PM
WL-02999393 Travel Open 207 $0.00 Nov 6, 10:26 PM
WL-02999391 Labor Open 5 $213.50 Nov 6, 10:26 PM
WL-02999395 Labor Open 3.5 $0.00 Nov 6, 10:34 PM
WL-02999396 Expenses Open 1 $0.00 Nov 6, 10:42 PM

Details