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WO-01324784 ↗ ServiceMax

AMS HEALTH CLINIC, LLC • Installation • P4

📍 AMS Health Clinic, LLC — 1950 E Watkins Suite 125, Phoenix AZ, 85034

Dec 10, 2025 → Dec 12, 2025

✅ Completed
P4
SLA Clock
4 business days from creation · Target: Dec 16, 2025
✓ SLA Met (2 biz days early)
Active: 2 biz days
Budget: 4 biz days
🕐 Clock stopped: Completed (Dec 12, 2025)
SLA Target
▶ Clock Running
Status: Created
Dec 10 → Dec 10, 2025
0 business days (counted)
Running total: 0 of 4 biz days used
1d
▶ Clock Running
Status: L2 Screening
Dec 10 → Dec 11, 2025
1 business day (counted)
Running total: 1 of 4 biz days used
⏸0d
⏸ Clock Paused
Status: Awaiting Parts
Dec 11 → Dec 11, 2025
0 business days (not counted)
1d
▶ Clock Running
Status: Logistics
Dec 11 → Dec 12, 2025
1 business day (counted)
Running total: 2 of 4 biz days used
▶ Clock Running
Status: Scheduled
Dec 12 → Dec 12, 2025
0 business days (counted)
Running total: 2 of 4 biz days used
Created: Dec 10, 2025 Completed: Dec 12, 2025
Business Days Used 2 / 4
0 4d budget
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Dec 10 → Dec 10 Created ▶ Running 0 0 / 4
Dec 10 → Dec 11 L2 Screening ▶ Running 1 1 / 4
Dec 11 → Dec 11 Awaiting Parts ⏸ Paused 0 —
Dec 11 → Dec 12 Logistics ▶ Running 1 2 / 4
Dec 12 → Dec 12 Scheduled ▶ Running 0 2 / 4
Dispatch 3.3d
Material Management 1.0d
Coordinators 0.0d
Field Work 0.0d
Billing 7.2d
✓ SLA Met
Dispatch
3.3 days
Over SLA
Material Management
1.0 days
Coordinators
0.0 days
Field Work
0.0 days
Billing
7.2 days
Over SLA
Created: Dec 10, 2025 Due: Dec 16, 2025 Completed: Dec 12, 2025 (4 days early)
📅
2.8 days Total Age
⏱️
5.2d in Ready to Bill Longest Stage
🔄
10 transitions Status Changes
⚠️
6.5d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
1 lines Work Details
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00510063
1/7 2nd req chat'd, contract is inactive - AMS PO #1050 for 1 LC300WC
Closed
Please find attached AMS PO #1058 for 1 LC300WC + FedEx tracking information for 1 LC300 pod. It is scheduled to arrive 12/24/25. Parts order will contain the LC300WC kiosk and cuff wrap, 124-8834-00
Priority
Standard
Origin
Email
Reason
New Case
Contact
N/A
Owner
Sherry Reich
Created
Jul 14, 2025
Work Orders from this Case (3)
WO-01291675 Invoiced
Installation
Created: Jul 14, 2025 • Closed: Aug 17, 2025
WO-01324784 (current) Invoiced
Installation • Brendan Chaney
Created: Dec 10, 2025 • Closed: Dec 12, 2025
WO-01334583 Invoiced
Installation • Brendan Chaney
Created: Jan 8, 2026 • Closed: Jan 8, 2026
Completed with minor delays
Invoiced • 84 days old
🚨
Primary Delay 5.2 days stuck in "Ready to Bill"
⏱️
Total Delay 6.5 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
1.6d / 1.0d SLA
Awaiting Parts
1.0d / 3.0d SLA
Logistics
1.7d / 1.0d SLA
Scheduled
0.0d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
0.0d / 1.0d SLA
Ready to Bill
7.2d / 1.0d SLA
Billing Review
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

BC 12/11: Purchase of an LC300WC cabinet. No tech is needed.

🔧 Work Performed
Assembled 1 LC300WC cabinet
🔍 Technician Findings
NA
⚠️ Problem Description
Please find attached AMS PO #1060 for 1 LC300WC + FedEx tracking information for 11 LC300 pod. It is scheduled to arrive 7/15. Please order 1 LC-300 Wheel chair cabinet 1 LC300 cuff wrap

Timeline

📞
Case Linked Jul 14, 1:54 AM
Case Number: 00510063
Subject: 1/7 2nd req chat'd, contract is inactive - AMS PO #1050 for 1 LC300WC
Status: Closed
🚨 103.0 business days
📋
▶
2 Work Order Created Dec 10, 12:21 PM
Work Order Created → Status: L2 Screening
🔍
Status: L2 Screening by Sherry Reich
From: Entered
To: L2 Screening
Duration in Previous: 0m
📦
▶
2 Parts Requested Dec 11, 12:52 AM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Emmanuel Morales
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 12h 30m
🚚
Status: Logistics by Bryan Allphin Dec 11, 1:03 PM
From: Awaiting Parts
To: Logistics
Duration in Previous: 12h 11m
👷
▶
5 Technician Assigned Dec 12, 8:19 AM
Technician Assigned → Dispatch Scheduled → Status: Scheduled → Status: Completed → Status: Closed
📅
Dispatch Scheduled by Brendan Chaney
Scheduled For: 2025-12-12T17:00:00.000+0000
🗓️
Status: Scheduled by Brendan Chaney
From: Logistics
To: Scheduled
Duration in Previous: 19h 15m
✔️
Status: Completed by Brendan Chaney
From: Scheduled
To: Completed
Duration in Previous: 2m
🏁
Status: Closed by Brendan Chaney
From: Completed
To: Closed
Duration in Previous: 2m
📄
Status: Ready to Bill by Brendan Chaney Dec 12, 8:26 AM
From: Closed
To: Ready to Bill
Duration in Previous: 1m
⏳ 2.0 business days
💵
▶
3 Status: Billing Review Dec 15, 5:40 PM
Status: Billing Review → Parts Added → Status: Ready to Bill
🔩
Parts Added
Type: Parts
Status: Open
Qty: 1
📄
Status: Ready to Bill by Chris Bakkemo
From: Billing Review
To: Ready to Bill
Duration in Previous: 2m
⚠️ 5.8 business days
📨
Status: Invoice Pending by Diane Patton Dec 22, 4:17 PM
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 6d 22h, 0m
🚨 12.0 business days
🧾
Invoice Created Jan 8, 9:28 AM
Invoice Number: SM-249777

Bottlenecks

L2 Screening
Duration: 1.6 business days (threshold: 1.0 business days)
Exceeded by 4.5 business hours
Logistics
Duration: 1.7 business days (threshold: 1.0 business days)
Exceeded by 5.9 business hours
Ready to Bill
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Ready to Bill
Duration: 5.2 business days (threshold: 1.0 business days)
Exceeded by 4.2 business days

🔗 Related Artifacts

📞
Case 00510063
Closed
📦
Parts Order 00086598
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P4
Type
Installation
Branch
N/A
Technician
Brendan Chaney
Scheduled
Dec 12, 12:00 PM
Created
Dec 10, 12:21 PM
Invoice #
SM-249777

Work Details (1)

Name Type Status Qty Amount Date
WL-03038385 Parts Open 1 $2,550.00 Dec 15, 5:42 PM

Details