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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01308916 ↗ ServiceMax

HIGI LLC • Installation • PC

📍 Joe W. Brown Rec Center — 5601 Read Blvd, New Orleans LA, 70127

Oct 10, 2025 → Oct 30, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Oct 28, 2025
✗ SLA Missed
Active: 9 biz days
Paused: 3 biz days
🕐 Clock stopped: Completed (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
⏸3d
⏸ Clock Paused
Status: Awaiting Parts
Oct 10 → Oct 16, 2025
3 business days (not counted)
2d
▶ Clock Running
Status: Production
Oct 16 → Oct 20, 2025
2 business days (counted)
Running total: 2 of ? biz days used
3d
▶ Clock Running
Status: Logistics
Oct 20 → Oct 23, 2025
3 business days (counted)
Running total: 5 of ? biz days used
4d
▶ Clock Running
Status: Ready for Scheduling
Oct 23 → Oct 29, 2025
4 business days (counted)
Running total: 9 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 29 → Oct 29, 2025
0 business days (counted)
Running total: 9 of ? biz days used
▶ Clock Running
Status: Scheduled
Oct 29 → Oct 29, 2025
0 business days (counted)
Running total: 9 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 29 → Oct 29, 2025
0 business days (counted)
Running total: 9 of ? biz days used
Created: Oct 10, 2025 Completed: Oct 29, 2025
Show SLA Clock Detail (9 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 16 Awaiting Parts ⏸ Paused 3
Oct 16 → Oct 20 Production ▶ Running 2 2
Oct 20 → Oct 23 Logistics ▶ Running 3 5
Oct 23 → Oct 29 Ready for Scheduling ▶ Running 4 9
Oct 29 → Oct 29 Assigned ▶ Running 0 9
Oct 29 → Oct 29 Scheduled ▶ Running 0 9
Oct 29 → Oct 29 Tech On Site ▶ Running 0 9
Dispatch 7.1d
Material Management 3.3d
Coordinators 5.2d
Field Work 3.1d
Billing 22.0d
✗ SLA Missed
Dispatch
7.1 days
Over SLA
Material Management
3.3 days
Over SLA
Coordinators
5.2 days
Over SLA
Field Work
3.1 days
Billing
22.0 days
Over SLA
Created: Oct 10, 2025 Due: Oct 28, 2025 Completed: Oct 30, 2025 (1 days late)
📅
13.3 days Total Age
⏱️
18.0d in Ready to Bill Longest Stage
🔄
14 transitions Status Changes
⚠️
27.7d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
8 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 28, 2025
Visit 2 Oct 29, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00534733
CF-80457
Closed
Model of Kiosk: mew 2025 Alt Config higi will pick up kiosk 10/22 from Emsar How will higi connect to the internet: Wifi Ship Date: higi will pick up kiosk 10/22 from Emsar Delivery Date: Installation Date: 10/28/2025 Additional Info or special requirements 3 of 3 orders Note: ALL 3 ORDERS WILL REQUIRE the AHA “My Life Check” panels installed. 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 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. Location the unit should be installed at lobby 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.   Alt configuration link 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
Priority
High
Origin
Client Form
Reason
New Case
Contact
Eric Dudley
Owner
Leona Coonrod
Created
Oct 10, 2025
Work Orders from this Case (1)
WO-01308916 (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 27.7 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
3.3d / 3.0d SLA
Production
3.0d / 2.0d SLA
Logistics
4.0d / 1.0d SLA
Ready for Scheduling
5.0d / 1.0d SLA
Scheduled
0.2d / 2.0d SLA
Tech On Site
0.2d / 1.0d SLA
Tech Off Site
2.0d / 2.0d SLA
Completed
0.9d / 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

10-30 Pgreen FSE was not able to close on time due to parts order issue.


**CONFIRMED SCHEDULED** Just need skillset on tech


10/28/25 AJinerson - Call logged on WO-01308835. 

Called POC Iris, George answered and confirmed tech visit for tomorrow, 10/29 with ETA between 10:30 AM - 12:30 PM. 

George or Iris will be POC on site tomorrow and can be reached directly at (504) 658-3088. 

They confirmed they received the unit on site. 


George also said he's affiliated with the Joe W. Brown Rec Center - WO-01308916 and said he can confirm scheduling tech visit for them as well. 

Confirmed scheduling for 10/29 with ETA between 8:00 AM - 10:00 AM and George said he will communicate this with Eric Dudley as well. 


10/28/25 AJinerson - Called POC Eric needing to confirm scheduling tech visit for 10/29 between 8AM-10AM arrival. 

No answer, left VM regarding this service. 


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.


10/24/25 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.


Ready Date 10/21/25 BA

🔧 Work Performed
The kiosk was moved as there is no power outlet near the set location. Kiosk secondary screen was installed and secured following the manufactures guidelines. Unit was powered on, and the unit was inspected for any damage. No damage was noted at time of installation. Unit passed the "Installation check list" There is NO hardwired internet at this location and there is NO CAT cable for this connection. Unit was connected to the HOUSE GUEST WiFi and is operational. Signal Strength is good and emails were sent. Unit was wiped down, and unit was placed in the corner of the entryway so that the power cord can reach its location. Staff is fine with its location and states "It's Perfect right there" Mrs. Alexander signed the installation form and unit is ready for service.
🔍 Technician Findings
Arrived to find this HiGi kiosk in the main entry area ready for installation.
⚠️ Problem Description
Special Instructions: 3 of 3 orders Note: ALL 3 ORDERS WILL REQUIRE the AHA “My Life Check” panels installed. 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 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. Model of Kiosk: mew 2025 Alt Config higi will pick up kiosk 10/22 from Emsar How will higi connect to the internet: Wifi Ship Date: higi will pick up kiosk 10/22 from Emsar Delivery Date: Installation Date: 10/28/2025 Additional Info or special requirements 3 of 3 orders Note: ALL 3 ORDERS WILL REQUIRE the AHA “My Life Check” panels installed. 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 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. Location the unit should be installed at lobby 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.   Alt configuration link 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, 5:26 PM
Case Linked → Work Order Created → Status: L2 Screening
📋
Work Order Created
Work Order: WO-01308916
Type: Installation
Priority: PC
🔍
Status: L2 Screening by Leona Coonrod
From: Entered
To: L2 Screening
Duration in Previous: 0m
📦
2 Parts Requested Oct 10, 5:55 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Emmanuel Morales
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 26m
3.8 business days
🏭
Status: Production by Bryan Allphin Oct 16, 11:34 AM
From: Awaiting Parts
To: Production
Duration in Previous: 5d 17h
3.0 business days
🚚
Status: Logistics by Bryan Allphin Oct 20, 11:25 AM
From: Production
To: Logistics
Duration in Previous: 3d 23h
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
⚠️ 5.0 business days
👷
3 Technician Assigned Oct 29, 8:41 AM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Abby Jinerson
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 5d 23h, 0m
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2025-10-29T14:30:00.000+0000, 2025-10-29T12:30:00.000+0000, 2025-10-29T13:00:00.000+0000
⏱️
2x Labor Added Oct 29, 9:24 AM
Type: Labor, Travel
Status: Open
Qty: 8, 392.5
🔧
Status: Tech On Site by Robert Butler Oct 29, 10:30 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 1h 48m
⏱️
4x Labor Added Oct 29, 11:58 AM
Type: Labor, Expenses, Travel
Status: Open
Qty: 1.8666666666667, 1.0833333333333, 28.5
✔️
Status: Completed by Robert Butler Oct 29, 12:10 PM
From: Tech On Site, Completed
To: Completed, Tech Off Site
Duration in Previous: 1h 40m
✔️
Status: Completed by Rhonnie Reeves Oct 30, 9:02 AM
From: Tech Off Site
To: Completed
Duration in Previous: 20h 52m
🏁
Status: Closed by Peter Green Oct 30, 4:31 PM
From: Completed
To: Closed
Duration in Previous: 7h 28m
💵
Status: Billing Review by Hannah Shaw Oct 31, 11:35 AM
From: Closed
To: Billing Review
Duration in Previous: 19h 3m
4.0 business days
📄
Status: Ready to Bill by Hannah Shaw Nov 5, 8:11 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 Status: Invoiced Dec 3, 11:19 AM
Status: Invoiced → Invoice Created
🧾
Invoice Created
Invoice Number: SM-248049

Bottlenecks

Awaiting Parts
Duration: 3.3 business days (threshold: 3.0 business days)
Exceeded by 2.1 business hours
Production
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 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
Closed
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 3.5 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 00534733
Closed
📦
Parts Order 00083357
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
N/A
Technician
Robert Butler
Scheduled
Oct 29, 9:00 AM
Created
Oct 10, 5:28 PM
Invoice #
SM-248049

Work Details (8)

Name Type Status Qty Amount Date
WL-02981192 Parts Open 1 $0.00 Oct 23, 9:30 AM
WL-02981193 Expenses Open 1 $0.00 Oct 23, 9:30 AM
WL-02987612 Labor Open 8 $0.00 Oct 29, 9:24 AM
WL-02987613 Travel Open 392.5 $0.00 Oct 29, 9:24 AM
WL-02987871 Labor Open 1.8666666666667 $213.50 Oct 29, 11:58 AM
WL-02987872 Labor Open 1.0833333333333 $0.00 Oct 29, 11:58 AM
WL-02987873 Expenses Open 1 $0.00 Oct 29, 11:58 AM
WL-02987874 Travel Open 28.5 $0.00 Oct 29, 11:58 AM

Details