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WO-01324006 ↗ ServiceMax

TEXAS MEDICAL SCREENING • Removal • P4

📍 STATE STREET — 1 IRON STREET, BOSTON MA, 02210

Dec 5, 2025 → Dec 16, 2025

✅ Completed
P4
SLA Clock
4 business days from creation · Target: Dec 11, 2025
✗ SLA Missed (3 biz days late)
Active: 7 biz days
Budget: 4 biz days
🕐 Clock stopped: Completed (Dec 16, 2025)
SLA Target
▶ Clock Running
Status: Created
Dec 5 → Dec 5, 2025
0 business days (counted)
Running total: 0 of 4 biz days used
▶ Clock Running
Status: L2 Screening
Dec 5 → Dec 5, 2025
0 business days (counted)
Running total: 0 of 4 biz days used
⏸ Clock Paused
Status: Awaiting Parts
Dec 5 → Dec 5, 2025
0 business days (not counted)
1d
▶ Clock Running
Status: Ready for Scheduling
Dec 5 → Dec 8, 2025
1 business day (counted)
Running total: 1 of 4 biz days used
1d
▶ Clock Running
Status: Assigned
Dec 8 → Dec 9, 2025
1 business day (counted)
Running total: 2 of 4 biz days used
4d
▶ Clock Running
Status: Scheduled
Dec 9 → Dec 15, 2025
4 business days (counted)
Running total: 6 of 4 biz days used
▶ Clock Running
Status: Reschedule
Dec 15 → Dec 15, 2025
0 business days (counted)
Running total: 6 of 4 biz days used
1d
▶ Clock Running
Status: Scheduled
Dec 15 → Dec 16, 2025
1 business day (counted)
Running total: 7 of 4 biz days used
Created: Dec 5, 2025 Completed: Dec 16, 2025
Business Days Used 7 / 4
0 4d budget +3d over
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Dec 5 → Dec 5 Created ▶ Running 0 0 / 4
Dec 5 → Dec 5 L2 Screening ▶ Running 0 0 / 4
Dec 5 → Dec 5 Awaiting Parts ⏸ Paused 0
Dec 5 → Dec 8 Ready for Scheduling ▶ Running 1 1 / 4
Dec 8 → Dec 9 Assigned ▶ Running 1 2 / 4
Dec 9 → Dec 15 Scheduled ▶ Running 4 6 / 4
Dec 15 → Dec 15 Reschedule ▶ Running 0 6 / 4
Dec 15 → Dec 16 Scheduled ▶ Running 1 7 / 4
Dispatch 0.2d
Material Management 0.1d
Coordinators 11.4d
Field Work 0.0d
Billing 0.0d
✗ SLA Missed
Dispatch
0.2 days
Material Management
0.1 days
Coordinators
11.4 days
Over SLA
Field Work
0.0 days
Billing
0.0 days
Created: Dec 5, 2025 Due: Dec 11, 2025 Completed: Dec 16, 2025 (4 days late)
📅
8.0 days Total Age
⏱️
5.0d in Scheduled Longest Stage
🔄
12 transitions Status Changes
⚠️
5.4d over Total Delay
📦
2 orders, 0 quotes Parts & Quotes
📝
7 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

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Originating Case

Open in Salesforce →
🎫
Case #00548887
TMS Removals - State Street Locations
Closed
Please open Texas Medical Screening removal work orders for the BP kiosks at these locations: POC: Shaun Phelps SPPhelps@StateStreet.com Site Address City State State Street 1776 Heritage Drive N Quincy MA State Street 1 Iron Street Boston MA State Street One Lincoln Street Boston MA
Priority
Standard
Origin
Email
Reason
New Case
Contact
Shaun Phelps
Owner
Sherry Reich
Created
Dec 4, 2025
Work Orders from this Case (2)
WO-01324005 On Hold
Removal
Created: Dec 5, 2025
WO-01324006 (current) Invoiced
Removal • Luis Torres
Created: Dec 5, 2025 • Closed: Dec 16, 2025
Completed with minor delays
Invoiced • 89 days old
🚨
Primary Delay 5.0 days stuck in "Scheduled"
⏱️
Total Delay 5.4 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
0.2d / 1.0d SLA
Awaiting Parts
0.1d / 3.0d SLA
Ready for Scheduling
1.9d / 1.0d SLA
Assigned
2.0d / 0.5d SLA
Scheduled
7.0d / 2.0d SLA
Reschedule
0.5d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
0.4d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

**12/16-LT- I have yet to receive box in order to send back the L assembly.


12/15 KSmith -- Scheduled for tomorrow with Victor. 9-11am.

12/15 KSmith -- Sent email to reschedule for tomorrow with Victor

12.12 M. Bateman Text called and informed me he was unable to get out of bed due to back spasms/Sciatica. WO will need to be rescheduled.

12/9 KSmith -- Scheduled for 12/12 with Victor

12/8 KSmith -- Per Tracy, we need to schedule with Victor. Sent email to Victor to schedule for Friday

VLMartin@StateStreet.com

12/8 KSmith -- Sent email to schedule for 12/12. FSE is booked until then. Shawn is aware SLA will be missed.

🔧 Work Performed
**Removed L assembly per instructions. **Disposed of remainder of the unit in a dumpster
🔍 Technician Findings
Unit OOS
⚠️ Problem Description
Tech will be shipped L Assembly Return Kit. Removal of 500-001463 **IMPORTANT** This is a Non Retail location and a scheduled appointment must be made in advance to ensure the machine will be made available prior to tech arrival on site. If a work market technician has to be used SDL must obtain approval from Higi prior to scheduling work. If the technician is unable to make contact on the first attempt, email EMSAR at higisupport@emsar.com so HIGI can be notified to provide us with an alternate contact name and number. Any calls made MUST be logged on the work order under Activity History with who you spoke to and date/time of call. "Please schedule it as soon as possible and provide a date of the removal so we can relay this to the customer. Please remove kiosk and keep entire L-assembly to turn in inventory for future use. The kiosk cabinet can be disposed of. The customer would like this kiosk removed ASAP. Please remove the L assembly from the kiosk to ship back. Please disassemble and dispose of the remaining kiosk parts in the dumpster. Please use the link for tools and instructions. Box & return label will be sent to the technician to return the L assembly back to Wilmington, OH. If the kiosk is not accessible the technician should list it as Store intervention again and close out with a trip charge. For any questions or issues please reach out to EMSAR's Tech support 931-284-4999 and follow the prompts https://emsar-portal1.sharepoint.com/SOPs%20and%20Work%20Instructions/Higi%20&%20Legacy%20Kiosk%20Group/Legacy/KGFSWI003_REMOVAL-RETURN%20INSTRUCTIONS%20-%20LC-300-90550%20L-ASSEMBLIES.pd" Please get approval from ASM if more than 50 miles RT travel is required
📄 Description
Model 500 with barcode, bodyfat and pulse ox

Timeline

📞
Case Linked Dec 4, 12:38 PM
Case Number: 00548887
Subject: TMS Removals - State Street Locations
Status: Closed
📋
Work Order Created Dec 5, 9:48 AM
Work Order: WO-01324006
Type: Removal
Priority: P4
🔍
Status: L2 Screening by Sherry Reich Dec 5, 9:58 AM
From: Entered
To: L2 Screening
Duration in Previous: 9m
📦
2 Parts Requested Dec 5, 11:20 AM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Emmanuel Morales
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 1h 22m
📅
Status: Ready for Scheduling by Robert Cox Dec 5, 11:52 AM
From: Awaiting Parts
To: Ready for Scheduling
Duration in Previous: 31m
2.0 business days
👷
2 Technician Assigned Dec 8, 8:14 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2d 20h
📦
2 Parts Requested Dec 8, 4:21 PM
Parts Requested → 2x Parts Added
🔩
2x Parts Added
Type: Parts, Expenses
Status: Open
Qty: 1
🗓️
2 Status: Scheduled Dec 9, 8:10 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-12-12T15:00:00.000+0000
4.9 business days
🔄
Status: Reschedule by Matthew Bateman Dec 15, 7:18 AM
From: Scheduled
To: Reschedule
Duration in Previous: 5d 23h
🗓️
2 Status: Scheduled Dec 15, 11:00 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-12-16T15:00:00.000+0000
2.0 business days
🚗
2 2x Travel Added Dec 16, 2:29 PM
2x Travel Added → Labor Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 3.75
⏱️
2 2x Labor Added Dec 16, 2:41 PM
2x Labor Added → Status: Completed
✔️
Status: Completed by Luis Torres
From: Scheduled
To: Completed
Duration in Previous: 1d 3h
🏁
Status: Closed by Luis Torres Dec 16, 2:51 PM
From: Completed
To: Closed
Duration in Previous: 7m
📄
2 Status: Ready to Bill Dec 16, 5:55 PM
Status: Ready to Bill → Status: Invoice Pending
📨
Status: Invoice Pending by Hannah Shaw
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 1m
💰
Status: Invoiced by Hannah Shaw Dec 16, 6:00 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 4m
⚠️ 6.7 business days
🧾
Invoice Created Dec 24, 2:07 PM
Invoice Number: SM-249243

Bottlenecks

Ready for Scheduling
Duration: 1.9 business days (threshold: 1.0 business days)
Exceeded by 7.1 business hours
Assigned
Duration: 2.0 business days (threshold: 4.0 business hours)
Exceeded by 1.5 business days
Scheduled
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days

🔗 Related Artifacts

📞
Case 00548887
Closed
📦
Parts Order 00086312
Closed
📦
Parts Order 00086435
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P4
Type
Removal
Branch
N/A
Technician
Luis Torres
Scheduled
Dec 16, 10:00 AM
Created
Dec 5, 9:48 AM
Invoice #
SM-249243

Work Details (7)

Name Type Status Qty Amount Date
WL-03030422 Parts Open 1 $0.00 Dec 8, 4:21 PM
WL-03030423 Expenses Open 1 $124.88 Dec 8, 4:21 PM
WL-03039389 Travel Open 124 $0.00 Dec 16, 2:29 PM
WL-03039390 Travel Open 124 $110.00 Dec 16, 2:29 PM
WL-03039395 Labor Open 3.75 $0.00 Dec 16, 2:32 PM
WL-03039408 Labor Open 1 $119.00 Dec 16, 2:41 PM
WL-03039409 Labor Open 3.5 $0.00 Dec 16, 2:41 PM

Details