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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01308274 ↗ ServiceMax

HIGI LLC • Installation • PC

📍 Publix 2009 — 7344 Nolensville Rd, Ste 101, Nolensville TN, 37135

Oct 8, 2025 → Nov 12, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Nov 12, 2025
✓ SLA Met
Active: 10 biz days
Paused: 13 biz days
🕐 Clock stopped: Completed (Nov 12, 2025)
▶ Clock Running
Status: Created
Oct 8 → Oct 8, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: L2 Screening
Oct 8 → Oct 8, 2025
0 business days (counted)
Running total: 0 of ? biz days used
⏸13d
⏸ Clock Paused
Status: Awaiting Parts
Oct 8 → Oct 28, 2025
13 business days (not counted)
6d
▶ Clock Running
Status: Production
Oct 28 → Nov 5, 2025
6 business days (counted)
Running total: 6 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Nov 5 → Nov 6, 2025
1 business day (counted)
Running total: 7 of ? biz days used
3d
▶ Clock Running
Status: Scheduled
Nov 6 → Nov 12, 2025
3 business days (counted)
Running total: 10 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 12 → Nov 12, 2025
0 business days (counted)
Running total: 10 of ? biz days used
Created: Oct 8, 2025 Completed: Nov 12, 2025
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Oct 8 → Oct 8 Created ▶ Running 0 0
Oct 8 → Oct 8 L2 Screening ▶ Running 0 0
Oct 8 → Oct 28 Awaiting Parts ⏸ Paused 13
Oct 28 → Nov 5 Production ▶ Running 6 6
Nov 5 → Nov 6 Ready for Scheduling ▶ Running 1 7
Nov 6 → Nov 12 Scheduled ▶ Running 3 10
Nov 12 → Nov 12 Tech On Site ▶ Running 0 10
Dispatch 7.1d
Material Management 14.0d
Coordinators 5.9d
Field Work 1.0d
Billing 52.0d
✓ SLA Met
Dispatch
7.1 days
Over SLA
Material Management
14.0 days
Over SLA
Coordinators
5.9 days
Over SLA
Field Work
1.0 days
Billing
52.0 days
Over SLA
Created: Oct 8, 2025 Due: Nov 12, 2025 Completed: Nov 12, 2025 (on time)
📅
24.0 days Total Age
⏱️
33.0d in Ready to Bill Longest Stage
🔄
12 transitions Status Changes
⚠️
67.9d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00533898
CF-80388
Closed
How will higi connect to the internet: Wifi Ship Date: Delivery Date: 11/11/2025 Installation Date: 11/12/2025 Additional Info or special requirements 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 8, 2025
Work Orders from this Case (1)
WO-01308274 (current) Invoiced
Installation • Michael Swingle
Created: Oct 8, 2025 • Closed: Nov 12, 2025
Completed with significant delays
Invoiced • 147 days old
🚨
Primary Delay 33.0 days stuck in "Ready to Bill"
⏱️
Total Delay 67.9 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
14.0d / 3.0d SLA
Production
7.0d / 2.0d SLA
Ready for Scheduling
1.9d / 1.0d SLA
Scheduled
4.0d / 2.0d SLA
Tech On Site
0.8d / 1.0d SLA
Completed
0.2d / 1.0d SLA
Closed
1.0d / 1.0d SLA
Billing Review
19.0d / 2.0d SLA
Ready to Bill
33.0d / 1.0d SLA
Invoice Pending
0.1d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11.13.25 hshaw - missing 7 quality pictures, chat jMurray - Quality Team.


11/4/25 lcoonrod

Hello All,

attached BOL for standard retail p/u at Emsar 11/6, deliver 11/11 to Publix 2009 dock, EMSAR to INSTALL 11/12.

Pick up boxed kiosk-

Emsar main warehouse 270 Davids Drive, Wilmington, OH 45177

Time available for pick up: 8:30am to 4pm

Thank You,

Page Proctor


Ready Date 11/6/2025 BA

🔧 Work Performed
I unboxed Kiosk and placed on floor. I plugged Kiosk in and rebooted. Top monitor was scrolling ads and bottom monitor was on home screen ready for use. I logged into the Kiosk using the Higi app and checked my BP, stop button and weight. All were working. I contacted Tech support to deploy new PC and ensure no errors were present. I wiped down the outside of the Kiosk. I handed off Key to the pharmacy.
🔍 Technician Findings
I arrived on site to install Kiosk. Kiosk was boxed up on a pallet.
⚠️ Problem Description
Special Instructions: Karrie King (off-site) cell 423-813-9196 Use a 2014 refurbished unit. Delivery is standard retail Dock to Dock. Grand Opening 11/19/25 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: 11/11/2025 Installation Date: 11/12/2025 Additional Info or special requirements 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

📞
3 Case Linked Oct 8, 10:43 AM
Case Linked → Work Order Created → Status: L2 Screening
📋
Work Order Created
Work Order: WO-01308274
Type: Installation
Priority: PC
🔍
Status: L2 Screening by Leona Coonrod
From: Entered
To: L2 Screening
Duration in Previous: 0m
📦
2 Parts Requested Oct 8, 11:14 AM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Emmanuel Morales
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 29m
🚨 14.0 business days
🏭
Status: Production by Bryan Allphin Oct 28, 11:29 AM
From: Awaiting Parts
To: Production
Duration in Previous: 20d 0h
⚠️ 7.0 business days
📅
Status: Ready for Scheduling by Bryan Allphin Nov 5, 11:54 AM
From: Production
To: Ready for Scheduling
Duration in Previous: 8d 1h
📅
4 Dispatch Scheduled Nov 6, 8:54 AM
Dispatch Scheduled → Technician Assigned → Status: Scheduled → Dispatch Scheduled
👷
Technician Assigned by Melissa Owens
Technician: Michael Swingle
🗓️
Status: Scheduled by Melissa Owens
From: Ready for Scheduling
To: Scheduled
Duration in Previous: 21h 0m
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-11-12T13:30:00.000+0000
4.0 business days
🔧
Status: Tech On Site by MICHAEL SWINGLE Nov 12, 11:00 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 6d 2h
⏱️
5x Labor Added Nov 12, 11:44 AM
Type: Labor, Travel
Status: Open
Qty: 1.25, 1.5, 44
✔️
Status: Completed by MICHAEL SWINGLE Nov 12, 5:32 PM
From: Tech On Site
To: Completed
Duration in Previous: 6h 32m
🏁
Status: Closed by Matthew Bateman Nov 12, 6:52 PM
From: Completed
To: Closed
Duration in Previous: 1h 19m
💵
Status: Billing Review by Hannah Shaw Nov 13, 9:44 AM
From: Closed
To: Billing Review
Duration in Previous: 14h 52m
🚨 19.0 business days
📄
Status: Ready to Bill by Hannah Shaw Dec 11, 11:22 AM
From: Billing Review
To: Ready to Bill
Duration in Previous: 28d 1h
🚨 33.0 business days
📨
Status: Invoice Pending by Hannah Shaw Jan 29, 11:18 AM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 48d 23h
🧾
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: 14.0 business days (threshold: 3.0 business days)
Exceeded by 11.0 business days
Production
Duration: 7.0 business days (threshold: 2.0 business days)
Exceeded by 5.0 business days
Ready for Scheduling
Duration: 1.9 business days (threshold: 1.0 business days)
Exceeded by 7.1 business hours
Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Closed
Duration: 1.0 business days (threshold: 1.0 business days)
Exceeded by 0.1 business hours
Billing Review
Duration: 19.0 business days (threshold: 2.0 business days)
Exceeded by 17.0 business days
Ready to Bill
Duration: 33.0 business days (threshold: 1.0 business days)
Exceeded by 32.0 business days

🔗 Related Artifacts

📞
Case 00533898
Closed
📦
Parts Order 00083167
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
N/A
Technician
Michael Swingle
Scheduled
Nov 12, 8:30 AM
Created
Oct 8, 10:43 AM
Invoice #
SM-252505

Work Details (5)

Name Type Status Qty Amount Date
WL-03004497 Labor Open 1.25 $0.00 Nov 12, 11:44 AM
WL-03004498 Labor Open 1.5 $213.50 Nov 12, 11:44 AM
WL-03004499 Labor Open 1 $0.00 Nov 12, 11:44 AM
WL-03004500 Travel Open 44 $0.00 Nov 12, 11:44 AM
WL-03004501 Travel Open 44 $0.00 Nov 12, 11:44 AM

Details