Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01316301 ↗ ServiceMax

HIGI LLC • Installation • PC

📍 Sam's Club #6606 — 8340 West Mcdowell Road, Phoenix AZ, 85037

Nov 19, 2025 → Dec 30, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Dec 17, 2025
✗ SLA Missed
Active: 16 biz days
Paused: 3 biz days
🕐 Clock stopped: Completed (Dec 18, 2025)
▶ Clock Running
Status: Created
Nov 19 → Nov 19, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: L2 Screening
Nov 19 → Nov 19, 2025
0 business days (counted)
Running total: 0 of ? biz days used
⏸3d
⏸ Clock Paused
Status: Awaiting Parts
Nov 19 → Nov 24, 2025
3 business days (not counted)
6d
▶ Clock Running
Status: Production
Nov 24 → Dec 4, 2025
6 business days (counted)
Running total: 6 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Dec 4 → Dec 4, 2025
0 business days (counted)
Running total: 6 of ? biz days used
▶ Clock Running
Status: Assigned
Dec 4 → Dec 4, 2025
0 business days (counted)
Running total: 6 of ? biz days used
10d
▶ Clock Running
Status: Scheduled
Dec 4 → Dec 18, 2025
10 business days (counted)
Running total: 16 of ? biz days used
▶ Clock Running
Status: Tech On Site
Dec 18 → Dec 18, 2025
0 business days (counted)
Running total: 16 of ? biz days used
Created: Nov 19, 2025 Completed: Dec 18, 2025
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Nov 19 → Nov 19 Created ▶ Running 0 0
Nov 19 → Nov 19 L2 Screening ▶ Running 0 0
Nov 19 → Nov 24 Awaiting Parts ⏸ Paused 3
Nov 24 → Dec 4 Production ▶ Running 6 6
Dec 4 → Dec 4 Ready for Scheduling ▶ Running 0 6
Dec 4 → Dec 4 Assigned ▶ Running 0 6
Dec 4 → Dec 18 Scheduled ▶ Running 10 16
Dec 18 → Dec 18 Tech On Site ▶ Running 0 16
Dispatch 6.7d
Material Management 3.4d
Coordinators 11.0d
Field Work 7.9d
Billing 20.4d
✗ SLA Missed
Dispatch
6.7 days
Over SLA
Material Management
3.4 days
Over SLA
Coordinators
11.0 days
Over SLA
Field Work
7.9 days
Over SLA
Billing
20.4 days
Over SLA
Created: Nov 19, 2025 Due: Dec 17, 2025 Completed: Dec 30, 2025 (12 days late)
📅
26.6 days Total Age
⏱️
20.4d in Ready to Bill Longest Stage
🔄
11 transitions Status Changes
⚠️
40.1d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00545277
CF-81119
Closed
How will higi connect to the internet 5G Ship Date: Delivery Date: 12/8/2025 Installation Date: 12/9/2025 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
Web
Reason
New Case
Contact
N/A
Owner
Leona Coonrod
Created
Nov 19, 2025
Work Orders from this Case (1)
WO-01316301 (current) Invoiced
Installation • Tyler Bollman
Created: Nov 19, 2025 • Closed: Dec 30, 2025
Completed with significant delays
Invoiced • 105 days old
🚨
Primary Delay 20.4 days stuck in "Ready to Bill"
⏱️
Total Delay 40.1 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
L2 Screening
0.2d / 1.0d SLA
Awaiting Parts
3.4d / 3.0d SLA
Production
6.5d / 2.0d SLA
Ready for Scheduling
0.0d / 1.0d SLA
Scheduled
11.0d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Completed
7.8d / 1.0d SLA
Closed
0.2d / 1.0d SLA
Ready to Bill
20.4d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

12/29/25 CDempsey- reached out to Higi team for assistance.

12/19/25 CDempsey- L2 told Tyler they would fix so parts order could be received.

12/18/25 TBollman WO cannot be completed until parts order is closed by L2


12/17/2025 LHill-called 623-936-8528 and spoke with Carina/Asst. Mgr. informed her tech was unable to make it onsite today and that he would be there tomorrow morning at 8 am. She said it was already setup but would wait for tech to come out.


12/17/2025 LHill-sent TEAMS message to Nicole Floyd-WO-01316301 Sam's Club HIGI install for this afternoon.  12/17/2025 LHill-rec'd call from Tyler Bollman-stated that he was not gonna be able to go onsite this afternoon for this installation. That it needs to be moved to tomorrow morning at 8 am. 


12/17/2025 LHill-rec'd call from Tyler Bollman-stated that he was not gonna be able to go onsite this afternoon for this installation. That it needs to be moved to tomorrow morning at 8 am. Craig had advised him to contact me.


12/15/25 NFloyd - Per email from Page: New date for delivery 12/16, new date for install 12/17. Kiosk was delayed by carrier.

12/10/25 CDempsey- Escalated to Brad for status of parts order.

12/5/25 lcoonrod

per email from Higi:

updating CF-81119 attached BOL for standard retail p/u at Emsar 12/8, deliver 12/15 to Sams Club 6606 dock. BOTH removal and delivery are scheduled for 12/15. Emsar to install 12/16.


Ready Date 12/3/2025 BA

🔧 Work Performed
Install completed
🔍 Technician Findings
Install needed
⚠️ Problem Description
Special Instructions: Current unit was damaged on site, higi has approved swap out of unit. Install will be next day after delivery. Do not hold unit, ship as soon as available. Use a refurbished 2016 unit. Connectivity is Cellular. requires BC4K board installed Special Instructions: Current unit was damaged on site, higi has approved swap out of unit. Install will be next day after delivery. Do not hold unit, ship as soon as available. Use a refurbished 2016 unit. Connectivity is Cellular. requires BC4K board installed How will higi connect to the internet 5G Pick up from EMSAR Date: 12/8/2025 (updated) Installation Date: 12/16/2025 (updated) Additional Info or special requirements Current unit was damaged on site, higi has approved swap out of unit. Install will be next day after delivery. Do not hold unit, ship as soon as available. Use a refurbished 2016 unit. Connectivity is Cellular. requires BC4K board installed Location the unit should be installed at Main 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 a 4G Installed and Storm Key pad

Timeline

📞
Case Linked Nov 19, 1:50 PM
Case Number: 00545277
Subject: CF-81119
Status: Closed
📋
2 Work Order Created Nov 19, 2:01 PM
Work Order Created → Status: L2 Screening
🔍
Status: L2 Screening by Leona Coonrod
From: Entered
To: L2 Screening
Duration in Previous: 0m
📦
2 Parts Requested Nov 19, 4:00 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Emmanuel Morales
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 1h 58m
4.0 business days
🏭
Status: Production by Bryan Allphin Nov 24, 3:18 PM
From: Awaiting Parts
To: Production
Duration in Previous: 4d 23h
⚠️ 7.0 business days
📅
4 Status: Ready for Scheduling Dec 4, 9:21 AM
Status: Ready for Scheduling → Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Technician Assigned by Kaitlyn Kelch
Technician: Tyler Bollman
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 3m, 0m
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2025-12-09T15:00:00.000+0000
4.0 business days
📅
Dispatch Scheduled by Kaitlyn Kelch Dec 9, 9:22 AM
Scheduled For: 2025-12-16T15:00:00.000+0000
⚠️ 5.0 business days
📅
Dispatch Scheduled by Kaitlyn Kelch Dec 15, 2:32 PM
Scheduled For: 2025-12-17T17:30:00.000+0000
📅
Dispatch Scheduled by Kaitlyn Kelch Dec 16, 9:02 AM
Scheduled For: 2025-12-17T20:30:00.000+0000
2.0 business days
📅
Dispatch Scheduled by Laura Hill Dec 17, 4:09 PM
Scheduled For: 2025-12-18T15:00:00.000+0000
🔧
Status: Tech On Site by Tyler Bollman Dec 18, 11:45 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 14d 2h
⏱️
3x Labor Added Dec 18, 12:08 PM
Type: Labor, Travel
Status: Open
Qty: 0.5, 2.5, 14
✔️
Status: Completed by Tyler Bollman Dec 18, 12:20 PM
From: Tech On Site
To: Completed
Duration in Previous: 34m
⚠️ 8.0 business days
🏁
Status: Closed by David Carvalho Dec 30, 2:00 PM
From: Completed
To: Closed
Duration in Previous: 12d 1h
📄
Status: Ready to Bill by Timothy Amburgey Dec 30, 3:53 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1h 53m
🚨 21.0 business days
📨
Status: Invoice Pending by Hannah Shaw Jan 29, 11:42 AM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 29d 19h
💰
2 Status: Invoiced Jan 29, 11:56 AM
Status: Invoiced → Invoice Created
🧾
Invoice Created
Invoice Number: SM-252512

Bottlenecks

Awaiting Parts
Duration: 3.4 business days (threshold: 3.0 business days)
Exceeded by 3.0 business hours
Production
Duration: 6.5 business days (threshold: 2.0 business days)
Exceeded by 4.5 business days
Scheduled
Duration: 11.0 business days (threshold: 2.0 business days)
Exceeded by 9.0 business days
Completed
Duration: 7.8 business days (threshold: 1.0 business days)
Exceeded by 6.8 business days
Ready to Bill
Duration: 20.4 business days (threshold: 1.0 business days)
Exceeded by 19.4 business days

🔗 Related Artifacts

📞
Case 00545277
Closed
📦
Parts Order 00085576
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
N/A
Technician
Tyler Bollman
Scheduled
Dec 18, 10:00 AM
Created
Nov 19, 2:01 PM
Invoice #
SM-252512

Work Details (3)

Name Type Status Qty Amount Date
WL-03041882 Labor Open 0.5 $0.00 Dec 18, 12:08 PM
WL-03041883 Labor Open 2.5 $213.50 Dec 18, 12:08 PM
WL-03041884 Travel Open 14 $0.00 Dec 18, 12:08 PM

Details