Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01311164 ↗ ServiceMax

Oak Street Health • Virtual Tech - Field Repair • P3

📍 Oak Street Health - Elizabeth — 1000 S Elmora Ave, Elizabeth NJ, 07202

Oct 24, 2025 → Nov 5, 2025

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Oct 29, 2025
✗ SLA Missed (6 biz days late)
Active: 9 biz days
Budget: 3 biz days
🕐 Clock stopped: Invoiced (Nov 6, 2025)
SLA Target
▶ Clock Running
Status: Created
Oct 24 → Oct 24, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 24 → Oct 24, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
1d
▶ Clock Running
Status: Assigned
Oct 24 → Oct 27, 2025
1 business day (counted)
Running total: 1 of 3 biz days used
8d
▶ Clock Running
Status: Scheduled
Oct 27 → Nov 6, 2025
8 business days (counted)
Running total: 9 of 3 biz days used
Created: Oct 24, 2025 Invoiced: Nov 6, 2025
Business Days Used 9 / 3
0 3d budget +6d over
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Oct 24 → Oct 24 Created ▶ Running 0 0 / 3
Oct 24 → Oct 24 Ready for Scheduling ▶ Running 0 0 / 3
Oct 24 → Oct 27 Assigned ▶ Running 1 1 / 3
Oct 27 → Nov 6 Scheduled ▶ Running 8 9 / 3
Dispatch 0.0d
Coordinators 10.2d
Billing 16.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
10.2 days
Over SLA
Billing
16.0 days
Over SLA
Created: Oct 24, 2025 Due: Oct 29, 2025 Completed: Nov 6, 2025 (7 days late)
📅
9.2 days Total Age
⏱️
13.3d in Ready to Bill Longest Stage
🔄
8 transitions Status Changes
⚠️
21.4d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00538055
No Signal
Closed
Perform full functional testing on EKG and document in SMX/EBT. Review with MA on-sitie. Model: Burdick - ELI 280 Model Type: EKG Custom Field: Notes: Asset ID: 13115504 Site: Oak Street Health - Oak Street Health - Elizabeth Department: PRIMARY CAREDepreciation Start Date:Physical Location: 4Depreciation Term: yrsSerial #: 124170000652
Priority
Standard
Origin
Phone
Reason
New Case
Contact
True Bey
Owner
Derek Reynolds
Created
Oct 24, 2025
Work Orders from this Case (1)
WO-01311164 (current) Invoiced
Virtual Tech - Field Repair • Edward Arias
Created: Oct 24, 2025 • Closed: Nov 5, 2025
Completed with significant delays
Invoiced • 131 days old
🚨
Primary Delay 13.3 days stuck in "Ready to Bill"
⏱️
Total Delay 21.4 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
Ready for Scheduling
0.2d / 1.0d SLA
Assigned
2.0d / 0.5d SLA
Scheduled
7.9d / 2.0d SLA
Closed
2.6d / 1.0d SLA
Ready to Bill
13.3d / 1.0d SLA
Invoice Pending
2.6d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/11/25 lcoonrod

follow up in 00543088


10/27 KSmith -- Scheduled for 11/5 with True

10/27 KSmith -- Left VM. Sent email to schedule for 11/3. All FSEs are booked.

10/24 KSmith -- Sent email to schedule for 11/3. All FSEs are booked. Shawn is aware SLA will be missed

🔧 Work Performed
Inspected EKG machine and found it in working order.Hooked up the SlimTrax and simulated an EKG with no problems or artifacts.Staff said ekg fails intermittently.EKG cables were replaced a month before.Derek at Level 2 said to set up a loaner.Staff wants a loaner because issues are intermittent and they only have one unit on the facility
🔍 Technician Findings
EKG working according to spec
⚠️ Problem Description
Perform full functional testing on EKG and document in SMX/EBT. Review with MA on-sitie. Model: Burdick - ELI 280 Model Type: EKG Custom Field: Notes: Asset ID: 13115504 Site: Oak Street Health - Oak Street Health - Elizabeth Department: PRIMARY CAREDepreciation Start Date:Physical Location: 4Depreciation Term: yrsSerial #: 124170000652 https://www.ebiotrack.com/workorder.php?wo=69212

Timeline

📞
3 Case Linked Oct 24, 8:29 AM
Case Linked → Work Order Created → Status: Ready for Scheduling
📋
Work Order Created
Work Order: WO-01311164
Type: Virtual Tech - Field Repair
Priority: P3
📅
Status: Ready for Scheduling by Derek Reynolds
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Oct 24, 10:24 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1h 52m
2.0 business days
🗓️
2 Status: Scheduled Oct 27, 1:56 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-05T20:00:00.000+0000
⚠️ 8.0 business days
⏱️
2 5x Labor Added Nov 5, 8:18 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Edward Arias
From: Scheduled, Completed, Reschedule
To: Completed, Reschedule, Closed
Duration in Previous: 9d 7h, 0m
2.5 business days
⚠️
Status: Incomplete by Rhonnie Reeves Nov 7, 11:41 AM
From: Closed, Incomplete
To: Incomplete, Closed
Duration in Previous: 1d 15h, 0m
📄
Status: Ready to Bill by Diane Patton Nov 7, 4:34 PM
From: Closed
To: Ready to Bill
Duration in Previous: 4h 52m
🚨 13.9 business days
📨
Status: Invoice Pending by Diane Patton Dec 1, 1:49 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 23d 21h
3.0 business days
🧾
2 Invoice Created Dec 3, 9:30 AM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1d 19h

Bottlenecks

Assigned
Duration: 2.0 business days (threshold: 4.0 business hours)
Exceeded by 1.5 business days
Scheduled
Duration: 7.9 business days (threshold: 2.0 business days)
Exceeded by 5.9 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Ready to Bill
Duration: 13.3 business days (threshold: 1.0 business days)
Exceeded by 12.3 business days
Invoice Pending
Duration: 2.6 business days (threshold: 2.0 business days)
Exceeded by 5.2 business hours

🔗 Related Artifacts

📞
Case 00538055
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Virtual Tech - Field Repair
Branch
Edge
Technician
Edward Arias
Scheduled
N/A
Created
Oct 24, 8:31 AM
Invoice #
SM-247862

Work Details (5)

Name Type Status Qty Amount Date
WL-02997840 Labor Open 1.25 $245.14 Nov 5, 8:18 PM
WL-02997841 Labor Open 1.5 $183.86 Nov 5, 8:18 PM
WL-02997842 Labor Open 1.25 $0.00 Nov 5, 8:18 PM
WL-02997843 Travel Open 26 - Nov 5, 8:18 PM
WL-02997844 Travel Open 32 - Nov 5, 8:18 PM

Details