Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01315294 ↗ ServiceMax

Carelon • Virtual Tech - Field Repair • P3

📍 Carelon - CA-Downey Specialty — 10000 Lakewood Blvd., Downey CA, 90240-4020

Nov 14, 2025 → Dec 31, 2025

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Nov 19, 2025
✗ SLA Missed (18 biz days late)
Active: 21 biz days
Paused: 9 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Dec 31, 2025)
SLA Target
▶ Clock Running
Status: Created
Nov 14 → Nov 14, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Ready for Scheduling
Nov 14 → Nov 14, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
2d
▶ Clock Running
Status: Assigned
Nov 14 → Nov 18, 2025
2 business days (counted)
Running total: 2 of 3 biz days used
▶ Clock Running
Status: Scheduled
Nov 18 → Nov 21, 2025
3 business days (counted)
Running total: 5 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Nov 21 → Nov 24, 2025
1 business day (counted)
Running total: 6 of 3 biz days used
▶ Clock Running
Status: Scheduled
Nov 24 → Nov 25, 2025
1 business day (counted)
Running total: 7 of 3 biz days used
▶ Clock Running
Status: Reschedule
Nov 25 → Nov 26, 2025
1 business day (counted)
Running total: 8 of 3 biz days used
▶ Clock Running
Status: Scheduled
Nov 26 → Nov 26, 2025
0 business days (counted)
Running total: 8 of 3 biz days used
▶ Clock Running
Status: Entered
Nov 26 → Nov 26, 2025
0 business days (counted)
Running total: 8 of 3 biz days used
3d
▶ Clock Running
Status: Ready for Scheduling
Nov 26 → Dec 3, 2025
3 business days (counted)
Running total: 11 of 3 biz days used
▶ Clock Running
Status: Assigned
Dec 3 → Dec 4, 2025
1 business day (counted)
Running total: 12 of 3 biz days used
2d
▶ Clock Running
Status: Incomplete
Dec 4 → Dec 8, 2025
2 business days (counted)
Running total: 14 of 3 biz days used
⏸9d
⏸ Clock Paused
Status: Awaiting Parts
Dec 8 → Dec 19, 2025
9 business days (not counted)
7d
▶ Clock Running
Status: L2 Screening
Dec 19 → Dec 31, 2025
7 business days (counted)
Running total: 21 of 3 biz days used
Created: Nov 14, 2025 Completed: Dec 31, 2025
Business Days Used 21 / 3
0 3d budget +18d over
Show SLA Clock Detail (14 periods)
Period Status Clock Biz Days Running Total
Nov 14 → Nov 14 Created ▶ Running 0 0 / 3
Nov 14 → Nov 14 Ready for Scheduling ▶ Running 0 0 / 3
Nov 14 → Nov 18 Assigned ▶ Running 2 2 / 3
Nov 18 → Nov 21 Scheduled ▶ Running 3 5 / 3
Nov 21 → Nov 24 Tech On Site ▶ Running 1 6 / 3
Nov 24 → Nov 25 Scheduled ▶ Running 1 7 / 3
Nov 25 → Nov 26 Reschedule ▶ Running 1 8 / 3
Nov 26 → Nov 26 Scheduled ▶ Running 0 8 / 3
Nov 26 → Nov 26 Entered ▶ Running 0 8 / 3
Nov 26 → Dec 3 Ready for Scheduling ▶ Running 3 11 / 3
Dec 3 → Dec 4 Assigned ▶ Running 1 12 / 3
Dec 4 → Dec 8 Incomplete ▶ Running 2 14 / 3
Dec 8 → Dec 19 Awaiting Parts ⏸ Paused 9
Dec 19 → Dec 31 L2 Screening ▶ Running 7 21 / 3
Dispatch 7.9d
Material Management 10.0d
Coordinators 16.7d
Field Work 1.0d
Incomplete 2.9d (excluded)
Billing 2.0d
✗ SLA Missed
Dispatch
7.9 days
Over SLA
Material Management
10.0 days
Over SLA
Coordinators
16.7 days
Over SLA
Field Work
1.0 days
Over SLA
Incomplete (excluded from total)
2.9 days
Billing
2.0 days
Over SLA
Created: Nov 14, 2025 Due: Dec 5, 2025 Completed: Dec 31, 2025 (25 days late)
📅
31.0 days Total Age
⏱️
10.0d in Awaiting Parts Longest Stage
🔄
16 transitions Status Changes
⚠️
24.1d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00543832
URGENT EKG - L2 review
Closed
Device is showing "Repairing disk error may take over an hour to complete." This has been happening for a week.would like a tech to come onsite. Model: Welch Allyn - WAM Model Type: EKG Asset ID: 13202329 Serial #: 122400001176
Priority
High
Origin
Phone
Reason
New Case
Contact
Gabriela Perez Ceballos
Owner
Virtual Tech
Created
Nov 13, 2025
Work Orders from this Case (3)
WO-01315294 (current) Invoiced
Virtual Tech - Field Repair • Rene Yescas
Created: Nov 14, 2025 • Closed: Dec 31, 2025
WO-01326616 Invoiced
Virtual Tech • Virtual Tech
Created: Dec 15, 2025 • Closed: Dec 19, 2025
WO-01327421 Invoiced
Virtual Tech - Field Repair • Michael Russell
Created: Dec 19, 2025 • Closed: Dec 24, 2025
Completed with significant delays
Invoiced • 110 days old
🚨
Primary Delay 10.0 days stuck in "Awaiting Parts"
⏱️
Total Delay 24.1 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
3.4d / 1.0d SLA
Assigned
5.0d / 0.5d SLA
Scheduled
6.3d / 2.0d SLA
Tech On Site
1.0d / 1.0d SLA
Reschedule
2.0d / 2.0d SLA
Incomplete
2.9d
Awaiting Parts
10.0d / 3.0d SLA
L2 Screening
7.9d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Ready to Bill
2.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes


12-24 DSR Canceling Parts Order and then WO will need closed. See WO-01327421.

12-19 DSR Putting in L2 Review. Part is in Question and further troubleshooting needs completed. Opened

Work Order

WO-01327421

12-15 Customer called requesting update on WO.

12/4/2025 WArgueta Chattered tech for additional info

12/4/2025 Sramen - THIRD request for this wo to get into incomplete status so parts can be ordered. sent chatter to SUP/FOM

12/3/25 RBerry-Chattered: @Nicholas Willick​ I don't see that this has gone through the follow up process so parts can be ordered. Can you please assist with this? @David Carvalho​ 


11-26 Mburris called site spoke with Gabriela Perez Ceballos advised about parts needed and that will contact when tracking is added

11/26/2025 Sramen - teams message to ASC MBurris (& RCook) to get this customer called back. It does not appear proper processes were followed and that new parts have been ordered. Need FSE/SUP/FOM to get in the proper status. Chatter to SUP/FOM/FSE. Also - Omar is not HCP and should not be assigned to this WO.

11-26 Mburris called site and set appt w/ POC

11-18 Mburris email from POC to set

11-17 Mburris email sent to POC

🔧 Work Performed
Arrived on site and poc explained issue occuring upon inspection found that computer running slow and customer requiring a reboot. Also computer not connected to internet so might also be causing issues. Ecg printer showing error led but will not reset so new cables needed. Closing WO part not needed
🔍 Technician Findings
Unit found with issue
⚠️ Problem Description
Device is showing "Repairing disk error may take over an hour to complete." This has been happening for a week.would like a tech to come onsite. Model: Welch Allyn - WAM Model Type: EKG Asset ID: 13202329 Serial #: 122400001176 https://www.ebiotrack.com/workorder.php?wo=69718

Timeline

📞
Case Linked Nov 13, 5:47 PM
Case Number: 00543832
Subject: URGENT EKG - L2 review
Status: Closed
📋
2 Work Order Created Nov 14, 8:58 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Derek Reynolds
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Nov 14, 10:17 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1h 18m
3.0 business days
🗓️
2 Status: Scheduled Nov 18, 8:19 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2025-11-21T21:30:00.000+0000
📅
Dispatch Scheduled by Michael Burris Nov 18, 4:09 PM
Scheduled For: 2025-11-21T22:00:00.000+0000
📅
Dispatch Scheduled by Michael Burris Nov 19, 9:01 AM
Scheduled For: 2025-11-21T22:30:00.000+0000
3.0 business days
🔧
Status: Tech On Site by Omar Serrano Nov 21, 6:47 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 3d 10h
⏱️
3x Labor Added Nov 21, 11:26 PM
Type: Labor, Travel
Status: Open
Qty: 1, 1.25, 30
1.1 business days
📅
2 Dispatch Scheduled Nov 24, 10:05 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Omar Serrano
From: Tech On Site
To: Scheduled
Duration in Previous: 2d 15h
2.0 business days
🔄
Status: Reschedule by Nicholas Willick Nov 25, 10:54 AM
From: Scheduled
To: Reschedule
Duration in Previous: 1d 0h
2.0 business days
🗓️
2 Status: Scheduled Nov 26, 3:00 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2025-12-03T22:00:00.000+0000
🆕
Status: Entered by Michael Burris Nov 26, 5:06 PM
From: Scheduled, Entered
To: Entered, Ready for Scheduling
Duration in Previous: 2h 5m, 0m
3.9 business days
👷
2 Technician Assigned Dec 3, 9:54 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: Ready for Scheduling
To: Assigned
Duration in Previous: 6d 16h
2.0 business days
⚠️
Status: Incomplete by Nicholas Willick Dec 4, 11:58 AM
From: Assigned
To: Incomplete
Duration in Previous: 1d 2h
3.0 business days
📦
2 Parts Requested Dec 8, 8:50 AM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Wendy Argueta
From: Incomplete
To: Awaiting Parts
Duration in Previous: 3d 20h
🚨 10.0 business days
🔍
Status: L2 Screening by Derek Reynolds Dec 19, 12:02 PM
From: Awaiting Parts
To: L2 Screening
Duration in Previous: 11d 3h
⚠️ 8.0 business days
✔️
Status: Completed by Derek Reynolds Dec 31, 9:55 AM
From: L2 Screening, Completed
To: Completed, Closed
Duration in Previous: 11d 21h, 0m
2.0 business days
📄
Status: Ready to Bill by Diane Patton Jan 2, 11:04 AM
From: Closed
To: Ready to Bill
Duration in Previous: 2d 1h
2.0 business days
📨
3 Status: Invoice Pending Jan 5, 4:28 PM
Status: Invoice Pending → Status: Invoiced → Invoice Created
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🧾
Invoice Created
Invoice Number: SM-250520

Bottlenecks

Assigned
Duration: 3.0 business days (threshold: 4.0 business hours)
Exceeded by 2.5 business days
Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Tech On Site
Duration: 1.0 business days (threshold: 1.0 business days)
Exceeded by 0.2 business hours
Ready for Scheduling
Duration: 3.2 business days (threshold: 1.0 business days)
Exceeded by 2.2 business days
Assigned
Duration: 2.0 business days (threshold: 4.0 business hours)
Exceeded by 1.5 business days
Awaiting Parts
Duration: 10.0 business days (threshold: 3.0 business days)
Exceeded by 7.0 business days
L2 Screening
Duration: 7.9 business days (threshold: 1.0 business days)
Exceeded by 6.9 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Ready to Bill
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 7.9 business hours

🔗 Related Artifacts

📞
Case 00543832
Closed
📦
Parts Order 00086378
Canceled

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Virtual Tech - Field Repair
Branch
N/A
Technician
Rene Yescas
Scheduled
N/A
Created
Nov 14, 8:58 AM
Invoice #
SM-250520

Work Details (3)

Name Type Status Qty Amount Date
WL-03017377 Labor Open 1 $0.00 Nov 21, 11:26 PM
WL-03017378 Labor Open 1.25 $186.25 Nov 21, 11:26 PM
WL-03017379 Travel Open 30 - Nov 21, 11:26 PM

Details