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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01310835 ↗ ServiceMax

HIGI LLC • Installation • PC

📍 Sam's Club #6354 — 901 Walmart Way, Midlothian VA, 23113

Oct 22, 2025 → Nov 13, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Nov 13, 2025
✓ SLA Met
Active: 11 biz days
Paused: 4 biz days
🕐 Clock stopped: Completed (Nov 13, 2025)
▶ Clock Running
Status: Created
Oct 22 → Oct 22, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: L2 Screening
Oct 22 → Oct 22, 2025
0 business days (counted)
Running total: 0 of ? biz days used
⏸4d
⏸ Clock Paused
Status: Awaiting Parts
Oct 22 → Oct 28, 2025
4 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 5, 2025
0 business days (counted)
Running total: 6 of ? biz days used
▶ Clock Running
Status: Assigned
Nov 5 → Nov 5, 2025
0 business days (counted)
Running total: 6 of ? biz days used
5d
▶ Clock Running
Status: Scheduled
Nov 5 → Nov 13, 2025
5 business days (counted)
Running total: 11 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 13 → Nov 13, 2025
0 business days (counted)
Running total: 11 of ? biz days used
Created: Oct 22, 2025 Completed: Nov 13, 2025
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Oct 22 → Oct 22 Created ▶ Running 0 0
Oct 22 → Oct 22 L2 Screening ▶ Running 0 0
Oct 22 → Oct 28 Awaiting Parts ⏸ Paused 4
Oct 28 → Nov 5 Production ▶ Running 6 6
Nov 5 → Nov 5 Ready for Scheduling ▶ Running 0 6
Nov 5 → Nov 5 Assigned ▶ Running 0 6
Nov 5 → Nov 13 Scheduled ▶ Running 5 11
Nov 13 → Nov 13 Tech On Site ▶ Running 0 11
Dispatch 7.0d
Material Management 4.7d
Coordinators 5.9d
Field Work 1.5d
Billing 51.0d
✓ SLA Met
Dispatch
7.0 days
Over SLA
Material Management
4.7 days
Over SLA
Coordinators
5.9 days
Over SLA
Field Work
1.5 days
Over SLA
Billing
51.0 days
Over SLA
Created: Oct 22, 2025 Due: Nov 13, 2025 Completed: Nov 14, 2025 (on time)
📅
16.0 days Total Age
⏱️
32.9d in Ready to Bill Longest Stage
🔄
12 transitions Status Changes
⚠️
58.4d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
13 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00537522
CF-80607
Closed
How will higi connect to the internet: 4G Ship Date: Delivery Date: 11/12/2025 Installation Date: 11/13/2025 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 22, 2025
Work Orders from this Case (1)
WO-01310835 (current) Invoiced
Installation • Praelow Cameron
Created: Oct 22, 2025 • Closed: Nov 13, 2025
Completed with significant delays
Invoiced • 133 days old
🚨
Primary Delay 32.9 days stuck in "Ready to Bill"
⏱️
Total Delay 58.4 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
0.0d / 1.0d SLA
Awaiting Parts
4.7d / 3.0d SLA
Production
7.0d / 2.0d SLA
Ready for Scheduling
0.4d / 1.0d SLA
Scheduled
5.5d / 2.0d SLA
Tech On Site
0.2d / 1.0d SLA
Completed
1.3d / 1.0d SLA
Closed
1.0d / 1.0d SLA
Billing Review
18.0d / 2.0d SLA
Ready to Bill
32.9d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11.14.25 hshaw - missing 7 quality pictures, chat JMurray

11/4/23 1537 lcoonrod

Hello All,

attached BOL for Sams Club 6354 swap out, dock to dock delivery from Emsar, pick up 11/7 to Sams Club 6354 delivery scheduled for 11/12, EMSAR to INSTALL 11/13.

Pick up boxed kiosk-

Emsar main warehouse 270 Davids Drive, Wilmington, OH 45177

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


11/4/2025jsells

from Emsar, pick up 11/7 to Sams Club 6354 delivery scheduled for 11/12, EMSAR to INSTALL 11/13

11/0325 NFloyd - Billing Note: Kiosk replacement required due to physical damage. Installation and removal activities to be billed as T&M per SOW Section 14.1 – Out-of-Scope Repairs. Includes labor, travel, and parts as applicable.


Ready Date 11/7/2025 BA

🔧 Work Performed
11/13/25 PC- Installation Technician Findings upon arrival: Found unit in box. Actions Taken/Work Performed: Install of Higi unit. Ran test on unit. BP test unable to run. Troubleshoot BP but unable to get it to work. Spoke to L2 and also did more troubleshooting to BP but not able to fix issue. Init will need new BP kit. Final Resolution: Follow up needed.
🔍 Technician Findings
11/13/25 PC- Installation Technician Findings upon arrival: Found unit in box. Actions Taken/Work Performed: Install of Higi unit. Ran test on unit. BP test unable to run. Troubleshoot BP but unable to get it to work. Spoke to L2 and also did more troubleshooting to BP but not able to fix issue. Init will need new BP kit. Final Resolution: Follow up needed.
⚠️ Problem Description
Special Instructions: Current unit was damaged on site, higi has approved swap out of unit. Need to p/u same day as replacement is delivered. Install will be next day. Do not hold unit, ship as soon as available. Delivery is standard retail, dock to dock. Use a refurbished 2016 unit. Connectivity is Cellular. How will higi connect to the internet: 4G Ship Date: Delivery Date: 11/12/2025 Installation Date: 11/13/2025 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 4G installed

Timeline

📞
3 Case Linked Oct 22, 2:31 PM
Case Linked → Work Order Created → Status: L2 Screening
📋
Work Order Created
Work Order: WO-01310835
Type: Installation
Priority: PC
🔍
Status: L2 Screening by Leona Coonrod
From: Entered
To: L2 Screening
Duration in Previous: 1m
📦
2 Parts Requested Oct 22, 2:46 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Emmanuel Morales
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 10m
⚠️ 5.0 business days
🏭
Status: Production by Bryan Allphin Oct 28, 11:29 AM
From: Awaiting Parts
To: Production
Duration in Previous: 5d 20h
⚠️ 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
👷
3 Technician Assigned Nov 5, 2:51 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 2h 56m, 0m
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-11-13T14:00:00.000+0000
4.0 business days
💵
2x Expenses Added Nov 11, 11:03 AM
Type: Expenses
Status: Open
Qty: 1
2.0 business days
🔧
Status: Tech On Site by Praelow Cameron Nov 13, 9:13 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 18h
✔️
Status: Completed by Praelow Cameron Nov 13, 11:07 AM
From: Tech On Site
To: Completed
Duration in Previous: 1h 54m
⏱️
6x Labor Added Nov 13, 12:57 PM
Type: Labor, Expenses, Travel
Status: Open
Qty: 0.5, 2, 4.5, 1, 30, 271
💵
5x Expenses Added Nov 13, 9:22 PM
Type: Expenses
Status: Open
Qty: 1
🏁
Status: Closed by Matthew Bateman Nov 13, 9:29 PM
From: Completed
To: Closed
Duration in Previous: 10h 21m
💵
Status: Billing Review by Hannah Shaw Nov 14, 9:31 AM
From: Closed
To: Billing Review
Duration in Previous: 12h 2m
🚨 18.0 business days
📄
Status: Ready to Bill by Hannah Shaw Dec 11, 11:36 AM
From: Billing Review
To: Ready to Bill
Duration in Previous: 27d 2h
🚨 33.0 business days
📨
Status: Invoice Pending by Hannah Shaw Jan 29, 10:52 AM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 48d 23h
🧾
2 Invoice Created Jan 29, 11:06 AM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Hannah Shaw
From: Invoice Pending
To: Invoiced
Duration in Previous: 13m

Bottlenecks

Awaiting Parts
Duration: 4.7 business days (threshold: 3.0 business days)
Exceeded by 1.7 business days
Production
Duration: 7.0 business days (threshold: 2.0 business days)
Exceeded by 5.0 business days
Scheduled
Duration: 5.5 business days (threshold: 2.0 business days)
Exceeded by 3.5 business days
Completed
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.4 business hours
Billing Review
Duration: 18.0 business days (threshold: 2.0 business days)
Exceeded by 16.0 business days
Ready to Bill
Duration: 32.9 business days (threshold: 1.0 business days)
Exceeded by 31.9 business days

🔗 Related Artifacts

📞
Case 00537522
Closed
📦
Parts Order 00084002
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
N/A
Technician
Praelow Cameron
Scheduled
Nov 13, 9:00 AM
Created
Oct 22, 2:34 PM
Invoice #
SM-252498

Work Details (13)

Name Type Status Qty Amount Date
WL-03003121 Expenses Open 1 $0.00 Nov 11, 11:03 AM
WL-03003122 Expenses Open 1 $0.00 Nov 11, 11:03 AM
WL-03006120 Labor Open 0.5 $34.13 Nov 13, 12:57 PM
WL-03006121 Labor Open 2 $220.00 Nov 13, 12:57 PM
WL-03006122 Labor Open 4.5 $307.13 Nov 13, 12:57 PM
WL-03006123 Expenses Open 1 $0.00 Nov 13, 12:57 PM
WL-03006124 Travel Open 30 $188.13 Nov 13, 12:57 PM
WL-03006125 Travel Open 271 $0.00 Nov 13, 12:57 PM
WL-03006858 Expenses Open 1 $0.00 Nov 13, 9:22 PM
WL-03006859 Expenses Open 1 $0.00 Nov 13, 9:22 PM
WL-03006860 Expenses Open 1 $0.00 Nov 13, 9:22 PM
WL-03006861 Expenses Open 1 $0.00 Nov 13, 9:22 PM
WL-03006862 Expenses Open 1 $0.00 Nov 13, 9:22 PM

Details