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WO-01277634 ↗ ServiceMax

Oak Street Health • SWAPOUT • PC

📍 Oak Street Health - State Street — 2420 State Street, St Louis IL, 62205

Jun 5, 2025 → Feb 10, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Jan 2, 2026
✗ SLA Missed (24 biz days late)
Active: 166 biz days
Paused: 2 biz days
🕐 Clock stopped: Invoiced (Feb 10, 2026)
▶ Clock Running
Status: Created
Jun 5 → Jun 5, 2025
0 business days (counted)
Running total: 0 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Jun 5 → Jun 5, 2025
0 business days (not counted)
▶ Clock Running
Status: Reschedule
Jun 5 → Jun 10, 2025
3 business days (counted)
Running total: 3 of ? biz days used
112d
▶ Clock Running
Status: On Hold
Jun 10 → Nov 20, 2025
112 business days (counted)
Running total: 115 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Nov 20 → Nov 24, 2025
2 business days (not counted)
▶ Clock Running
Status: Reschedule
Nov 24 → Dec 1, 2025
3 business days (counted)
Running total: 118 of ? biz days used
48d
▶ Clock Running
Status: On Hold
Dec 1 → Feb 10, 2026
48 business days (counted)
Running total: 166 of ? biz days used
Created: Jun 5, 2025 Invoiced: Feb 10, 2026
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Jun 5 → Jun 5 Created ▶ Running 0 0
Jun 5 → Jun 5 Awaiting Parts ⏸ Paused 0
Jun 5 → Jun 10 Reschedule ▶ Running 3 3
Jun 10 → Nov 20 On Hold ▶ Running 112 115
Nov 20 → Nov 24 Awaiting Parts ⏸ Paused 2
Nov 24 → Dec 1 Reschedule ▶ Running 3 118
Dec 1 → Feb 10 On Hold ▶ Running 48 166
Dispatch 0.0d
Material Management 2.9d
Holding 161.9d (excluded)
Coordinators 7.9d
Billing 11.6d
✗ SLA Missed
Dispatch
0.0 days
Material Management
2.9 days
Holding (excluded from total)
161.9 days
Coordinators
7.9 days
Over SLA
Billing
11.6 days
Over SLA
Created: Jun 5, 2025 Due: Jan 2, 2026 Completed: Feb 10, 2026 (38 days late)
📅
169.0 days Total Age
⏱️
112.9d in On Hold Longest Stage
🔄
10 transitions Status Changes
⚠️
14.9d over Total Delay
📦
5 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00499037
Oak Street Health - Planned - 40585: New Work Order Assigned
Closed
Work Order #40585 Work Order Description: We are having issues with our Retina Vue and need a loaner one until the other can be fixed
Priority
Standard
Origin
Email
Reason
New Case
Contact
Christina Walling
Owner
Virtual Tech
Created
Jun 4, 2025
Work Orders from this Case (1)
WO-01277634 (current) Invoiced
SWAPOUT • Ryan Schwochow
Created: Jun 5, 2025 • Closed: Feb 10, 2026
Completed with significant delays
Invoiced • 434 days old
🚨
Primary Delay 112.9 days stuck in "On Hold"
⏱️
Total Delay 14.9 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
Awaiting Parts
2.9d / 3.0d SLA
Reschedule
7.9d / 2.0d SLA
On Hold
161.9d
Closed
1.4d / 1.0d SLA
Ready to Bill
11.6d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/29-rs: sending Reminder with RL attached



Christina.walling@oakstreethealth.com

🔧 Work Performed
Shipping to Site: Welch Allyn RetinaVue 700 Imager - RV700B Visual Analyzer Asset ID#: 13210593 S/N: (21)700220200072 Shipment Tracking Number: 1Z01E3E70391118517 Delivered On: Monday, June 09 at 12:20 P.M. at Receiver Delivered To: EAST SAINT LOUIS, IL US Received By: EVANS Expected back for repair: Welch Allyn RetinaVue 700 Imager Visual Analyzer Asset ID#: 13014506 S/N: 700038190045 RMA Tracking Number: 1Z01E3E79097989153 ----------------------------------------- Shipping box and return label to site per request Outbound - 1Z01E3E70193742173 - Delivered - 11/25/2025 1Z01E3E79096817527 - Shipper created a label, UPS has not received the package yet. ___________ Reassigning device to site - closing to time spent
🔍 Technician Findings
Hot Swap Requested
⚠️ Problem Description
We are having issues with our Retina Vue and need a loaner one until the other can be fixed Welch Allyn RetinaVue 700 Imager Visual Analyzer Asset ID#: 13014506 S/N: 700038190045 Location: EXAM 10 https://www.ebiotrack.com/workorder.php?wo=65940
📄 Description
RetinaVue700 Imager Set, US Plug with Premium Hard Storage Case: 100-240V, 50-60 Hz AC, 3200 mAh Lithium-Ion 7.2 V Battery, IEC Plug Type-B

Timeline

📞
Case Linked Jun 4, 5:28 PM
Case Number: 00499037
Subject: Oak Street Health - Planned - 40585: New Work Order Assigned
Status: Closed
📋
3 Work Order Created Jun 5, 7:58 AM
Work Order Created → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00076262
Status: Closed
📦
Status: Awaiting Parts by Wendy Argueta
From: Entered
To: Awaiting Parts
Duration in Previous: 0m
📦
4 Parts Requested Jun 5, 10:49 AM
Parts Requested → Parts Added → Status: Reschedule → Expenses Added
🔩
Parts Added
Type: Parts
Status: Open
Qty: 1
🔄
Status: Reschedule by Emily Wilson
From: Awaiting Parts
To: Reschedule
Duration in Previous: 2h 50m
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
4.0 business days
💵
2 Expenses Added Jun 10, 1:04 PM
Expenses Added → Status: On Hold
⏸️
Status: On Hold by Ryan Schwochow
From: Reschedule
To: On Hold
Duration in Previous: 5d 2h
🚨 113.0 business days
📦
2 Parts Requested Nov 20, 3:01 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Ryan Schwochow
From: On Hold
To: Awaiting Parts
Duration in Previous: 163d 2h
📦
2 Parts Requested Nov 20, 3:07 PM
Parts Requested → Parts Requested
📦
Parts Requested
Order: 00085635
Status: Canceled
3.0 business days
🔩
2 2x Parts Added Nov 24, 11:33 AM
2x Parts Added → Status: Reschedule
🔄
Status: Reschedule by Sean Weaver
From: Awaiting Parts
To: Reschedule
Duration in Previous: 3d 20h
4.0 business days
⏸️
Status: On Hold by Ryan Schwochow Dec 1, 9:24 AM
From: Reschedule
To: On Hold
Duration in Previous: 6d 21h
🚨 49.0 business days
⏱️
3 Labor Added Feb 10, 3:52 PM
Labor Added → Technician Assigned → Status: Assigned
👷
Technician Assigned by Ryan Schwochow
Technician: a0h8Y00000Jzl1WQAR, Ryan Schwochow
👷
Status: Assigned by Ryan Schwochow
From: On Hold, Assigned
To: Assigned, Closed
Duration in Previous: 71d 6h, 0m
📄
Status: Ready to Bill by Diane Patton Feb 11, 2:00 PM
From: Closed
To: Ready to Bill
Duration in Previous: 22h 6m
🚨 12.0 business days
📨
Status: Invoice Pending by Diane Patton Feb 28, 1:12 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 16d 23h
🧾
2 Invoice Created Feb 28, 1:18 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 5m

Bottlenecks

Reschedule
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Reschedule
Duration: 3.9 business days (threshold: 2.0 business days)
Exceeded by 1.9 business days
Closed
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 3.1 business hours
Ready to Bill
Duration: 11.6 business days (threshold: 1.0 business days)
Exceeded by 10.6 business days

🔗 Related Artifacts

📞
Case 00499037
Closed
📦
Parts Order 00076262
Closed
📦
Parts Order 00076274
Closed
📦
Parts Order 00085632
Closed
📦
Parts Order 00085634
Canceled
📦
Parts Order 00085635
Canceled

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
SWAPOUT
Branch
Edge
Technician
Ryan Schwochow
Scheduled
N/A
Created
Jun 5, 7:58 AM
Invoice #
SM-255246

Work Details (6)

Name Type Status Qty Amount Date
WL-02818906 Parts Open 1 $0.00 Jun 5, 10:49 AM
WL-02818909 Expenses Open 1 $11.42 Jun 5, 10:52 AM
WL-02824819 Expenses Open 1 $11.42 Jun 10, 1:04 PM
WL-03018425 Parts Open 1 $3.86 Nov 24, 11:33 AM
WL-03018426 Expenses Open 1 $62.10 Nov 24, 11:34 AM
WL-03099505 Labor Open 1 $122.57 Feb 10, 3:52 PM

Details