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WO-01291675 ↗ ServiceMax

AMS HEALTH CLINIC, LLC • Installation • P4

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

Jul 14, 2025 → Aug 17, 2025

✅ Completed
P4 4 business days from creation
Target: Jul 18, 2025
🕐 Clock stopped: Invoiced (Aug 17)
⏸ 13d excluded (parts wait + holding)
✗ SLA Missed (17d late)
Dispatch 7.0d
Material Management 10.0d
Billing 20.9d
✗ SLA Missed
Dispatch
7.0 days
Over SLA
Material Management
10.0 days
Over SLA
Billing
20.9 days
Over SLA
Created: Jul 14, 2025 Due: Jul 18, 2025 Completed: Aug 17, 2025 (29 days late)
📅
25.0 days Total Age
⏱️
10.9d in Ready to Bill Longest Stage
🔄
8 transitions Status Changes
⚠️
30.9d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
1 lines Work Details

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00510063
3/17 chat'd Chaney acct is not active
Closed
Attached is AMS PO #1061 for one LC300WC. I have attached the FedEx tracking info for the LC300 pod. It shipped Monday. It is scheduled to arrive 3/13/26 11:30-3:30 At your convenience, please let me know when the kiosk will be ready for pickup. Regarding the labeling, I’ve attached a photo of the two recently added labels (the first I’ve seen at least) to the kiosks. We appreciate the MFG/SN# label. Moving forward, could you please ensure your team sends us a photo of the Serial # Label for our records with the BOL? This will help us immensely with customer identification and our records. The parts order will contain the LC300WC kiosk and the 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 (4)
WO-01291675 (current) Invoiced
Installation
Created: Jul 14, 2025 • Closed: Aug 17, 2025
WO-01324784 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
WO-01359780 Invoiced
Installation • Brendan Chaney
Created: Mar 17, 2026 • Closed: Apr 7, 2026
Completed with significant delays
Invoiced • 304 days old
🚨
Primary Delay 10.9 days stuck in "Ready to Bill"
⏱️
Total Delay 30.9 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
L2 Screening
2.0d / 1.0d SLA
Awaiting Parts
10.0d / 3.0d SLA
Logistics
5.0d / 1.0d SLA
Ready to Bill
20.9d / 1.0d SLA
Billing Review
0.0d / 2.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
Kiosk order fulfilled
🔍 Technician Findings
Kiosk order fulfilled
⚠️ Problem Description
Please find attached AMS PO #1050 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: 3/17 chat'd Chaney acct is not active
Status: Closed
📋
2 Work Order Created Jul 14, 11:22 AM
Work Order Created → Status: L2 Screening
🔍
Status: L2 Screening by Sherry Reich
From: Entered
To: L2 Screening
Duration in Previous: 1m
📦
2 Parts Requested Jul 15, 10:28 AM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Phillip Castillo
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 23h 4m
🚨 10.0 business days
🚚
Status: Logistics by Brendan Chaney Jul 28, 11:36 AM
From: Awaiting Parts
To: Logistics
Duration in Previous: 13d 1h
⚠️ 5.0 business days
📄
Status: Ready to Bill by Brendan Chaney Aug 1, 12:29 PM
From: Logistics
To: Ready to Bill
Duration in Previous: 4d 0h
🚨 11.0 business days
💵
3 Status: Billing Review Aug 17, 4:00 PM
Status: Billing Review → Labor Added → Status: Ready to Bill
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 1
📄
Status: Ready to Bill by Kirsten Walls
From: Billing Review
To: Ready to Bill
Duration in Previous: 2m
🚨 10.0 business days
📨
2 Status: Invoice Pending Aug 29, 12:10 PM
Status: Invoice Pending → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🚨 119.0 business days
🧾
Invoice Created Feb 11, 10:44 AM
Invoice Number: SM-239587

Bottlenecks

L2 Screening
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Awaiting Parts
Duration: 10.0 business days (threshold: 3.0 business days)
Exceeded by 7.0 business days
Logistics
Duration: 5.0 business days (threshold: 1.0 business days)
Exceeded by 4.0 business days
Ready to Bill
Duration: 10.9 business days (threshold: 1.0 business days)
Exceeded by 9.9 business days
Ready to Bill
Duration: 10.0 business days (threshold: 1.0 business days)
Exceeded by 9.0 business days

🔗 Related Artifacts

📞
Case 00510063
Closed
📦
Parts Order 00078316
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P4
Type
Installation
Branch
N/A
Technician
Unassigned
Scheduled
N/A
Created
Jul 14, 11:22 AM
Invoice #
SM-239587

Work Details (1)

Name Type Status Qty Amount Date
WL-02904643 Labor Open 1 $1,326.45 Aug 17, 4:02 PM

Details