Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01307881 ↗ ServiceMax

Oak Street Health • Virtual Tech - Field Repair • P3

📍 Oak Street Health - North Newark — 501 Bloomfield Ave, Newark NJ, 07107

Oct 6, 2025 → Dec 5, 2025

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Oct 9, 2025
✗ SLA Missed (9 biz days late)
Active: 12 biz days
Paused: 28 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Dec 5, 2025)
SLA Target
▶ Clock Running
Status: Created
Oct 6 → Oct 6, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 6 → Oct 6, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Assigned
Oct 6 → Oct 6, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Scheduled
Oct 6 → Oct 8, 2025
2 business days (counted)
Running total: 2 of 3 biz days used
▶ Clock Running
Status: Incomplete
Oct 8 → Oct 8, 2025
0 business days (counted)
Running total: 2 of 3 biz days used
⏸28d
⏸ Clock Paused
Status: Awaiting Parts
Oct 8 → Nov 19, 2025
28 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
Nov 19 → Nov 19, 2025
0 business days (counted)
Running total: 2 of 3 biz days used
▶ Clock Running
Status: Assigned
Nov 19 → Nov 20, 2025
1 business day (counted)
Running total: 3 of 3 biz days used
▶ Clock Running
Status: Entered
Nov 20 → Nov 20, 2025
0 business days (counted)
Running total: 3 of 3 biz days used
▶ Clock Running
Status: Assigned
Nov 20 → Nov 20, 2025
0 business days (counted)
Running total: 3 of 3 biz days used
▶ Clock Running
Status: Scheduled
Nov 20 → Nov 25, 2025
3 business days (counted)
Running total: 6 of 3 biz days used
▶ Clock Running
Status: Reschedule
Nov 25 → Nov 25, 2025
0 business days (counted)
Running total: 6 of 3 biz days used
▶ Clock Running
Status: Scheduled
Nov 25 → Nov 25, 2025
0 business days (counted)
Running total: 6 of 3 biz days used
▶ Clock Running
Status: Entered
Nov 25 → Nov 25, 2025
0 business days (counted)
Running total: 6 of 3 biz days used
▶ Clock Running
Status: Assigned
Nov 25 → Nov 25, 2025
0 business days (counted)
Running total: 6 of 3 biz days used
▶ Clock Running
Status: Scheduled
Nov 25 → Nov 26, 2025
1 business day (counted)
Running total: 7 of 3 biz days used
▶ Clock Running
Status: Reschedule
Nov 26 → Dec 1, 2025
1 business day (counted)
Running total: 8 of 3 biz days used
▶ Clock Running
Status: Scheduled
Dec 1 → Dec 5, 2025
4 business days (counted)
Running total: 12 of 3 biz days used
Created: Oct 6, 2025 Completed: Dec 5, 2025
Business Days Used 12 / 3
0 3d budget +9d over
Show SLA Clock Detail (18 periods)
Period Status Clock Biz Days Running Total
Oct 6 → Oct 6 Created ▶ Running 0 0 / 3
Oct 6 → Oct 6 Ready for Scheduling ▶ Running 0 0 / 3
Oct 6 → Oct 6 Assigned ▶ Running 0 0 / 3
Oct 6 → Oct 8 Scheduled ▶ Running 2 2 / 3
Oct 8 → Oct 8 Incomplete ▶ Running 0 2 / 3
Oct 8 → Nov 19 Awaiting Parts ⏸ Paused 28
Nov 19 → Nov 19 Ready for Scheduling ▶ Running 0 2 / 3
Nov 19 → Nov 20 Assigned ▶ Running 1 3 / 3
Nov 20 → Nov 20 Entered ▶ Running 0 3 / 3
Nov 20 → Nov 20 Assigned ▶ Running 0 3 / 3
Nov 20 → Nov 25 Scheduled ▶ Running 3 6 / 3
Nov 25 → Nov 25 Reschedule ▶ Running 0 6 / 3
Nov 25 → Nov 25 Scheduled ▶ Running 0 6 / 3
Nov 25 → Nov 25 Entered ▶ Running 0 6 / 3
Nov 25 → Nov 25 Assigned ▶ Running 0 6 / 3
Nov 25 → Nov 26 Scheduled ▶ Running 1 7 / 3
Nov 26 → Dec 1 Reschedule ▶ Running 1 8 / 3
Dec 1 → Dec 5 Scheduled ▶ Running 4 12 / 3
Dispatch 0.0d
Material Management 28.1d
Coordinators 18.0d
Incomplete 1.0d (excluded)
Billing 17.0d
✗ SLA Missed
Dispatch
0.0 days
Material Management
28.1 days
Over SLA
Coordinators
18.0 days
Over SLA
Incomplete (excluded from total)
1.0 days
Billing
17.0 days
Over SLA
Created: Oct 6, 2025 Due: Nov 26, 2025 Completed: Dec 5, 2025 (8 days late)
📅
40.9 days Total Age
⏱️
28.1d in Awaiting Parts Longest Stage
🔄
18 transitions Status Changes
⚠️
49.0d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
15 lines Work Details
🚩
3 visits On-Site Trips
📋
Coordinator Scheduling
🚩
3 On-Site Visits (2 reschedules)
3 on-site visits — why were multiple trips needed?
Visit 1 Oct 7, 2025
Visit 2 Nov 26, 2025
Visit 3 Dec 5, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00533161
Oak Street Health - 48 Hour - 99127: New Work Order Assigned
Closed
Work Order #99127 Work Order Description: The scale in room 8 and smart bed in room 5 are not working properly. The bed is not giving the weight and needs to be recalibrated. In room 8 the scale is way off.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Norma Perez
Owner
Virtual Tech
Created
Oct 6, 2025
Work Orders from this Case (1)
WO-01307881 (current) Invoiced
Virtual Tech - Field Repair • Edward Arias
Created: Oct 6, 2025 • Closed: Dec 5, 2025
Completed with significant delays
Invoiced • 149 days old
🚨
Primary Delay 28.1 days stuck in "Awaiting Parts"
⏱️
Total Delay 49.0 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
Ready for Scheduling
1.1d / 1.0d SLA
Assigned
2.2d / 0.5d SLA
Scheduled
12.5d / 2.0d SLA
Incomplete
1.0d
Awaiting Parts
28.1d / 3.0d SLA
Reschedule
2.3d / 2.0d SLA
Closed
3.0d / 1.0d SLA
Ready to Bill
17.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
12/1 KSmith -- Scheduled return trip for 12/5 with Norma

11/26 SRogers: Updating to reschedule - attempted to return in the afternoon with the weights, but site was closed. Second travel to site on 11/26 will be Non-billable.

11/25 KSmith -- Rescheduled for tomorrow with Norma

11/24/25 MShareed- Unable to make it to site due to drive time and site closure 5pm. Advised Kourtney via text.

11/20 KSmith -- Scheduled for 11/24 with Norma

11/20 KSmith -- Sent email to Norma to schedule for Monday (MS)

11/19/25 RBerry- Updated due date based on parts. Removed delay code.


11/19 KSmith -- Parts are shipping today

11/03/2025 AGreene - placed GP IT and sent pick ticket to warehouse.

10/6 KSmith -- Scheduled for tomorrow with Norma

10/6 KSmith -- Sent email to schedule for tomorrow

🔧 Work Performed
Checked leveler on chair and they were in the correct position.Checked conections to scale PC board and main board and found none loose.Called Midmark tech suport and troubleshooted with them.It was determined that a faulty Scale PC board is the problem.Recommend a replacement of the scale board (9002-10084-00) Verified scale (asset number 13117093)(SN 5003023 246712)weight using a calibrated weight.Verified at scale location and moved scale to a different location and verified at both sites. 11/26/2025 Replaced scale board and calibrated scale.Verfied function 12/5/2025 Performed calibration on scale 1317093 and scale will not calibrate.Recommend replacement. Staff asked me to calibrate another scale (13172590) 5003023 246652.Performed calibration and verified weight
🔍 Technician Findings
Exam chair would not calibrate and found scale working
⚠️ Problem Description
Perform Scale calibration on exam bed and check room 8 scale (confirm asset number not in EBT). The scale in room 8 and smart bed in room 5 are not working properly. The bed is not giving the weight and needs to be recalibrated. In room 8 the scale is way off. Oak Street Work Order #99127 https://www.ebiotrack.com/workorder.php?wo=68749

Timeline

📞
Case Linked Oct 6, 11:16 AM
Case Number: 00533161
Subject: Oak Street Health - 48 Hour - 99127: New Work Order Assigned
Status: Closed
📋
2 Work Order Created Oct 6, 1:01 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Derek Reynolds
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
👷
2 Technician Assigned Oct 6, 1:40 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 37m
🗓️
2 Status: Scheduled Oct 6, 3:27 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-10-07T12:30:00.000+0000
⏱️
2x Labor Added Oct 7, 9:21 AM
Type: Labor, Travel
Status: Open
Qty: 1.25, 26
⏱️
Labor Added Oct 7, 5:17 PM
Type: Labor
Status: Open
Qty: 1.5
⚠️
Status: Incomplete by Shawn Rogers Oct 7, 10:14 PM
From: Scheduled
To: Incomplete
Duration in Previous: 1d 6h
📦
2 Parts Requested Oct 8, 8:10 AM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Wendy Argueta
From: Incomplete
To: Awaiting Parts
Duration in Previous: 9h 55m
🚨 28.0 business days
📅
Status: Ready for Scheduling by Amy Greene Nov 18, 7:51 PM
From: Awaiting Parts
To: Ready for Scheduling
Duration in Previous: 41d 12h
👷
2 Technician Assigned Nov 19, 8:16 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 12h 24m
🔩
2x Parts Added Nov 19, 8:27 AM
Type: Parts, Expenses
Status: Open
Qty: 1
2.0 business days
🆕
3 Status: Entered Nov 20, 10:19 AM
Status: Entered → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: Mohamed Shareed
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-24T20:00:00.000+0000
3.0 business days
🔄
Status: Reschedule by Mohamed Shareed Nov 24, 10:29 PM
From: Scheduled
To: Reschedule
Duration in Previous: 4d 12h
📅
2 Dispatch Scheduled Nov 25, 9:18 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Reschedule
To: Scheduled
Duration in Previous: 10h 48m
🆕
4 Status: Entered Nov 25, 3:34 PM
Status: Entered → Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: a0h8Y00000JjDuVQAV, Edward Arias
👷
Status: Assigned by Kourtney Smith
From: Entered, Assigned
To: Assigned, Scheduled
Duration in Previous: 2m, 0m
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-26T14:00:00.000+0000
⏱️
3x Labor Added Nov 26, 11:47 AM
Type: Labor, Travel
Status: Open
Qty: 1.5, 1.25, 26
⏱️
4x Labor Added Nov 26, 4:44 PM
Type: Labor, Travel
Status: Open
Qty: 1, 0.75, 26
🔄
Status: Reschedule by Shawn Rogers Nov 26, 4:55 PM
From: Scheduled
To: Reschedule
Duration in Previous: 1d 1h
1.9 business days
🗓️
2 Status: Scheduled Dec 1, 10:20 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-12-05T14:00:00.000+0000
⚠️ 5.0 business days
⏱️
2x Labor Added Dec 5, 9:39 AM
Type: Labor, Travel
Status: Open
Qty: 1.25, 26
⏱️
2 Labor Added Dec 5, 10:47 AM
Labor Added → Status: Completed
✔️
Status: Completed by Edward Arias
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 4d 0h, 0m
3.0 business days
📄
Status: Ready to Bill by Diane Patton Dec 9, 9:26 AM
From: Closed
To: Ready to Bill
Duration in Previous: 3d 22h
🚨 17.0 business days
📨
Status: Invoice Pending by Diane Patton Jan 2, 6:10 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 24d 8h
💰
Status: Invoiced by Diane Patton Jan 2, 6:30 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 19m
1.7 business days
🧾
Invoice Created Jan 5, 10:38 AM
Invoice Number: SM-250448

Bottlenecks

Awaiting Parts
Duration: 28.1 business days (threshold: 3.0 business days)
Exceeded by 25.1 business days
Assigned
Duration: 2.0 business days (threshold: 4.0 business hours)
Exceeded by 1.5 business days
Scheduled
Duration: 3.4 business days (threshold: 2.0 business days)
Exceeded by 1.4 business days
Scheduled
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Ready to Bill
Duration: 17.0 business days (threshold: 1.0 business days)
Exceeded by 16.0 business days

🔗 Related Artifacts

📞
Case 00533161
Closed
📦
Parts Order 00083144
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Virtual Tech - Field Repair
Branch
Edge
Technician
Edward Arias
Scheduled
Dec 5, 9:00 AM
Created
Oct 6, 1:01 PM
Invoice #
SM-250448

Work Details (15)

Name Type Status Qty Amount Date
WL-02961812 Labor Open 1.25 $153.21 Oct 7, 9:21 AM
WL-02961813 Travel Open 26 - Oct 7, 9:21 AM
WL-02962438 Labor Open 1.5 $183.86 Oct 7, 5:17 PM
WL-03012708 Parts Open 1 $549.45 Nov 19, 8:27 AM
WL-03012709 Expenses Open 1 $13.99 Nov 19, 8:27 AM
WL-03020817 Labor Open 1.5 $0.00 Nov 26, 11:47 AM
WL-03020818 Labor Open 1.25 $153.21 Nov 26, 11:47 AM
WL-03020819 Travel Open 26 - Nov 26, 11:47 AM
WL-03021205 Labor Open 1 $122.57 Nov 26, 4:44 PM
WL-03021206 Labor Open 0.75 $91.93 Nov 26, 4:44 PM
WL-03021207 Travel Open 26 - Nov 26, 4:44 PM
WL-03021208 Travel Open 26 - Nov 26, 4:44 PM
WL-03027709 Labor Open 1.25 $153.21 Dec 5, 9:39 AM
WL-03027710 Travel Open 26 - Dec 5, 9:39 AM
WL-03027786 Labor Open 1.5 $183.86 Dec 5, 10:47 AM

Details