Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01308834 ↗ ServiceMax

HIGI LLC • Installation • PC

📍 Cut Off Center — 6600 Belgrade St, New Orleans LA, 70131

Oct 10, 2025 → Oct 30, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Oct 28, 2025
✗ SLA Missed
Active: 10 biz days
Paused: 2 biz days
🕐 Clock stopped: Tech Off Site (Oct 29, 2025)
▶ Clock Running
Status: Created
Oct 10 → Oct 10, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: L2 Screening
Oct 10 → Oct 10, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Entered
Oct 10 → Oct 10, 2025
0 business days (counted)
Running total: 0 of ? biz days used
⏸2d
⏸ Clock Paused
Status: Awaiting Parts
Oct 10 → Oct 15, 2025
2 business days (not counted)
3d
▶ Clock Running
Status: Production
Oct 15 → Oct 20, 2025
3 business days (counted)
Running total: 3 of ? biz days used
3d
▶ Clock Running
Status: Logistics
Oct 20 → Oct 23, 2025
3 business days (counted)
Running total: 6 of ? biz days used
4d
▶ Clock Running
Status: Ready for Scheduling
Oct 23 → Oct 29, 2025
4 business days (counted)
Running total: 10 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 29 → Oct 29, 2025
0 business days (counted)
Running total: 10 of ? biz days used
▶ Clock Running
Status: Scheduled
Oct 29 → Oct 29, 2025
0 business days (counted)
Running total: 10 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 29 → Oct 29, 2025
0 business days (counted)
Running total: 10 of ? biz days used
Created: Oct 10, 2025 Tech Off Site: Oct 29, 2025
Show SLA Clock Detail (10 periods)
Period Status Clock Biz Days Running Total
Oct 10 → Oct 10 Created ▶ Running 0 0
Oct 10 → Oct 10 L2 Screening ▶ Running 0 0
Oct 10 → Oct 10 Entered ▶ Running 0 0
Oct 10 → Oct 15 Awaiting Parts ⏸ Paused 2
Oct 15 → Oct 20 Production ▶ Running 3 3
Oct 20 → Oct 23 Logistics ▶ Running 3 6
Oct 23 → Oct 29 Ready for Scheduling ▶ Running 4 10
Oct 29 → Oct 29 Assigned ▶ Running 0 10
Oct 29 → Oct 29 Scheduled ▶ Running 0 10
Oct 29 → Oct 29 Tech On Site ▶ Running 0 10
Dispatch 7.8d
Material Management 2.6d
Coordinators 5.8d
Field Work 1.6d
Billing 22.0d
✗ SLA Missed
Dispatch
7.8 days
Over SLA
Material Management
2.6 days
Coordinators
5.8 days
Over SLA
Field Work
1.6 days
Over SLA
Billing
22.0 days
Over SLA
Created: Oct 10, 2025 Due: Oct 28, 2025 Completed: Oct 30, 2025 (1 days late)
📅
13.9 days Total Age
⏱️
18.0d in Ready to Bill Longest Stage
🔄
16 transitions Status Changes
⚠️
28.2d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
12 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 Butler — scheduling delays attributed to technician, not coordinators
Visit 1 Oct 29, 2025
Visit 2 Oct 30, 2025

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00534638
CF-80453
Closed
higi will pick up kiosk 10/22 from Emsar How will higi connect to the internet: Wifi Ship Date: Delivery Date: 10/27/25 Installation Date: 10/28/25 Additional Info or special requirements 2 of 3 orders off-site back up: Natasha Robinson 504-658-3014 / 504-421-4596 BRENDAN- set kiosks up as WIFI for delivery, NOTE: location is in the process of getting hardwired so install the wiring for hardwired to make it easier for tech at revisit later Emsar tech to install 10/28, tech will need to bring wireless keyboard. Tech will need to call and speak with contact to schedule their visit timeframe. 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
Anthony Leche
Owner
Leona Coonrod
Created
Oct 10, 2025
Work Orders from this Case (1)
WO-01308834 (current) Invoiced
Installation • Robert Butler
Created: Oct 10, 2025 • Closed: Oct 30, 2025
Completed with significant delays
Invoiced • 145 days old
🚨
Primary Delay 18.0 days stuck in "Ready to Bill"
⏱️
Total Delay 28.2 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
0.2d / 1.0d SLA
Awaiting Parts
2.6d / 3.0d SLA
Production
3.6d / 2.0d SLA
Logistics
4.0d / 1.0d SLA
Ready for Scheduling
5.0d / 1.0d SLA
Assigned
0.3d / 0.5d SLA
Scheduled
0.4d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Tech Off Site
0.3d / 2.0d SLA
Completed
1.2d / 1.0d SLA
Closed
1.4d / 1.0d SLA
Billing Review
4.0d / 2.0d SLA
Ready to Bill
18.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10.31.25 hshaw - missing 7 quality pictures, chat jMurray.

Missing BOL

10/29/25 AJinerson - Teams message to ASM on how to proceed since site won't answer/call us back to confirm scheduling.

Per NFloyd, proceed with scheduling tech on site today, 10/29 as planned. NFloyd with inform Higi as well.


10/29/25 AJinerson - Called backup POC again (Natasha Robinson) and left another VM regarding needing to confirm scheduling tech visit for today, 10/29. 


10/29/25 AJinerson - Called POC Anthony and left additional VM needing to confirm tech visit for today, 10/29 with eta between 1PM - 3PM.


10/28/25 AJinerson - Called third number listed for contact - Natasha Robinson - Left additional VM regarding needing to confirm service visit for 10/29 between 1:00 PM - 3:00 PM. 


10/28/25 AJinerson - Called secondary contact listed to see if we can confirm tech visit. 

Left VM for Natasha Robinson regarding needing to confirm our technician's scheduled visit for 10/29 with eta between 1:00 PM - 3:00 PM. 


10/28/25 AJinerson - Left VM for Cut Off Rec Center - Anthony Leche needing to confirm scheduling tech visit for Weds. 10/29 with eta between 1:00 PM - 3:00 PM. 


10/28/25 AJinerson - Rec. notice that FSE RButler will be servicing the below 3 Higi Installs on 10/29 - past SLA, communicated with ASM, due to tech having to travel to this area to ensure it's an EMSAR tech servicing WOs and our local FSE not available this week (out of state).

Unable to assign 3 WOs to FSE until skillset assigned to him. FSE has EMSAR U course assigned to him and is to complete on 10/28 to service on 10/29.

WO-01308834

WO-01308835

WO-01308916


10/27/25 AJinerson - Via Teams - Following up w/ SUP/team on how to proceed with these 3 Install WOs due tomorrow 10/28 since local tech is traveling out of state to cover work, and we have been requested to not use WM for this matter.

Teams message to ASC chat about issues w/ assigning all 3 WOs to FSE due to skillset issue.


10/27/25 AJinerson - Via Teams - Following up w/ SUP/team on how to proceed with these 3 Install WOs due tomorrow 10/28 since local tech is traveling out of state to cover work, and we have been requested to not use WM for this matter.


10/24/25 AJinerson - Teams message to team to see what our options to send EMSAR tech for installs on 10/28 are as local tech will be out of state covering other Higi/HCP work.


10/24/25 AJinerson - Spoke with ASM Nikki who confirmed units have been picked up for all 3 installs and are all set to be delivered to each site on Mon. 10/27 and asking for install date of 10/28.

WO-01308834

WO-01308835

WO-01308916


10/24/25 AJinerson - Per email w/ ASM: As of 10/21 these kiosks have not yet been picked up, team notified Higi of this and the pick up should be addressed shortly. 

10/23/25 AJinerson - Discussed w/ tech SUP in scheduling meeting regarding 3 Install WOs in NOLA area all showing install date of 10/28. Our local EMSAR tech will be out of state covering HCP WOs. Tech SUP following up with ASM for more info needed on WOs and if we are to proceed w/ EMSAR tech.

10/23/25 AJinerson - WO has due date of 10/27 but install date on prob. description says 10/28. Also there is no "delivery date" on prob. description.



Ready Date 10/21/2025 BA

10/10/25 lcoonrod

L2 returned saying they need more info. See chatter to L2 asking what else is needed.

🔧 Work Performed
Removed the secondary monitor from its box and opened the back of the unit. The secondary screen was then installed and secured per the manufacturer's instructions. Connections were made. Unit was then powered up. Logged in and completed testing per the "Installation Checklist". Unit was connected to the Hardwire box and I found NO connectivity. Unit was then connected to the House WiFi. The WiFi uses " Terms and Conditions" so you have to accept them before you can connect. This will cause an issue with connectivity. I asked the worker present at the desk if this was the only WiFi they had and he advised "Yes that's all we have and it ain't good". I advised him that the unit is currently connected but if it drops there will not be a way to connect without logging into the kiosk and accept the terms again. His response " That's what we have to do". So, there will be connectivity issues with this unit in the future. The unit passed testing per the "Installation Checklist" and the unit was cleaned. Unit was set in the position it was intended and ready for service.
🔍 Technician Findings
Arrived to find the new kiosk ready for installation.
⚠️ Problem Description
higi will pick up kiosk 10/22 from Emsar Emsar tech to install 10/28, tech will need to bring wireless keyboard. Tech will need to call and speak with contact to schedule their visit timeframe. higi will pick up kiosk 10/22 from Emsar How will higi connect to the internet: Wifi Model of Kiosk new 2025 Alt Config Ship Date: higi will pick up kiosk 10/22 from Emsar Delivery Date: Installation Date: 10/28/25 Additional Info or special requirements 2 of 3 orders off-site back up: Natasha Robinson 504-658-3014 / 504-421-4596 BRENDAN- set kiosks up as WIFI for delivery, NOTE: location is in the process of getting hardwired so install the wiring for hardwired to make it easier for tech at revisit later Emsar tech to install 10/28, tech will need to bring wireless keyboard. Tech will need to call and speak with contact to schedule their visit timeframe. 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.   https://emsar-portal1.sharepoint.com/SOPs%20and%20Work%20Instructions/Higi%20&%20Legacy%20Kiosk%20Group/Higi%20Alt%20Config/WI-ST-354%20Higi%20Alt%20Config%20Chassis%20Installation%20Process%20001%2010-02-2023.pdf WI-ST-354 Higi Alt Config Chassis Installation Process 001 10-02-2023.pdf
📄 Description
Higi Alternate Configuration Station WiFi

Timeline

📞
3 Case Linked Oct 10, 1:08 PM
Case Linked → Work Order Created → Status: L2 Screening
📋
Work Order Created
Work Order: WO-01308834
Type: Installation
Priority: PC
🔍
Status: L2 Screening by Leona Coonrod
From: Entered
To: L2 Screening
Duration in Previous: 0m
🆕
Status: Entered by Emmanuel Morales Oct 10, 2:33 PM
From: L2 Screening
To: Entered
Duration in Previous: 1h 22m
📦
2 Parts Requested Oct 10, 2:54 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Emmanuel Morales
From: Entered
To: Awaiting Parts
Duration in Previous: 21m
3.0 business days
🏭
Status: Production by Bryan Allphin Oct 15, 2:58 PM
From: Awaiting Parts
To: Production
Duration in Previous: 5d 0h
4.0 business days
🚚
Status: Logistics by Bryan Allphin Oct 20, 11:14 AM
From: Production
To: Logistics
Duration in Previous: 4d 20h
4.0 business days
📅
2 Status: Ready for Scheduling Oct 23, 9:29 AM
Status: Ready for Scheduling → 2x Parts Added
🔩
2x Parts Added
Type: Parts, Expenses
Status: Open
Qty: 1
4.0 business days
💵
2x Expenses Added Oct 28, 11:46 AM
Type: Expenses
Status: Open
Qty: 1
👷
2 Status: Assigned Oct 29, 8:49 AM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Abby Jinerson
Technician: Robert Butler
📅
3 Dispatch Scheduled Oct 29, 11:31 AM
Dispatch Scheduled → Status: Scheduled → Dispatch Scheduled
🗓️
Status: Scheduled by Abby Jinerson
From: Assigned
To: Scheduled
Duration in Previous: 2h 41m
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2025-10-29T18:00:00.000+0000
🔧
Status: Tech On Site by Robert Butler Oct 29, 2:59 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 3h 28m
🚗
Status: Tech Off Site by Robert Butler Oct 29, 3:53 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 54m
⏱️
5x Labor Added Oct 29, 6:09 PM
Type: Labor, Travel
Status: Open
Qty: 0.75, 1, 18.7, 12.7
✔️
Status: Completed by Robert Butler Oct 29, 6:15 PM
From: Tech Off Site
To: Completed
Duration in Previous: 2h 21m
⏱️
2x Labor Added Oct 30, 4:56 PM
Type: Labor, Travel
Status: Open
Qty: 8, 436.8
💵
Expenses Added Oct 30, 5:03 PM
Type: Expenses
Status: Open
Qty: 1
🏁
Status: Closed by Robert Butler Oct 30, 5:09 PM
From: Completed
To: Closed
Duration in Previous: 22h 53m
💵
Status: Billing Review by Hannah Shaw Oct 31, 11:39 AM
From: Closed
To: Billing Review
Duration in Previous: 18h 30m
4.0 business days
📄
Status: Ready to Bill by Hannah Shaw Nov 5, 8:10 AM
From: Billing Review
To: Ready to Bill
Duration in Previous: 4d 21h
🚨 18.0 business days
📨
Status: Invoice Pending by Hannah Shaw Dec 3, 11:09 AM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 28d 2h
🧾
2 Invoice Created Dec 3, 11:19 AM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Hannah Shaw
From: Invoice Pending
To: Invoiced
Duration in Previous: 9m

Bottlenecks

Production
Duration: 3.6 business days (threshold: 2.0 business days)
Exceeded by 1.6 business days
Logistics
Duration: 4.0 business days (threshold: 1.0 business days)
Exceeded by 3.0 business days
Ready for Scheduling
Duration: 5.0 business days (threshold: 1.0 business days)
Exceeded by 4.0 business days
Completed
Duration: 1.2 business days (threshold: 1.0 business days)
Exceeded by 1.7 business hours
Closed
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 2.8 business hours
Billing Review
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Ready to Bill
Duration: 18.0 business days (threshold: 1.0 business days)
Exceeded by 17.0 business days

🔗 Related Artifacts

📞
Case 00534638
Closed
📦
Parts Order 00083337
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
N/A
Technician
Robert Butler
Scheduled
Oct 29, 2:00 PM
Created
Oct 10, 1:10 PM
Invoice #
SM-248049

Work Details (12)

Name Type Status Qty Amount Date
WL-02981188 Parts Open 1 $0.00 Oct 23, 9:30 AM
WL-02981189 Expenses Open 1 $0.00 Oct 23, 9:30 AM
WL-02986415 Expenses Open 1 $0.00 Oct 28, 11:46 AM
WL-02986416 Expenses Open 1 $0.00 Oct 28, 11:46 AM
WL-02988676 Labor Open 0.75 $0.00 Oct 29, 6:09 PM
WL-02988677 Labor Open 1 $213.50 Oct 29, 6:09 PM
WL-02988678 Labor Open 1 $0.00 Oct 29, 6:09 PM
WL-02988679 Travel Open 18.7 $0.00 Oct 29, 6:09 PM
WL-02988680 Travel Open 12.7 $0.00 Oct 29, 6:09 PM
WL-02990302 Labor Open 8 $0.00 Oct 30, 4:56 PM
WL-02990303 Travel Open 436.8 $0.00 Oct 30, 4:56 PM
WL-02990325 Expenses Open 1 $0.00 Oct 30, 5:03 PM

Details