Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01299226 ↗ ServiceMax

Oak Street Health • Virtual Tech - Field Repair • P3

📍 Oak Street Health - Columbia — 5110 Fairfield Rd, Columbia SC, 29203

Aug 22, 2025 → Feb 4, 2026

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Aug 27, 2025
✗ SLA Missed (107 biz days late)
Active: 110 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Feb 4, 2026)
SLA Target
▶ Clock Running
Status: Created
Aug 22 → Aug 22, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Ready for Scheduling
Aug 22 → Aug 25, 2025
1 business day (counted)
Running total: 1 of 3 biz days used
20d
▶ Clock Running
Status: Assigned
Aug 25 → Sep 23, 2025
20 business days (counted)
Running total: 21 of 3 biz days used
▶ Clock Running
Status: Entered
Sep 23 → Sep 23, 2025
0 business days (counted)
Running total: 21 of 3 biz days used
20d
▶ Clock Running
Status: On Hold
Sep 23 → Oct 22, 2025
20 business days (counted)
Running total: 41 of 3 biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 22 → Oct 23, 2025
1 business day (counted)
Running total: 42 of 3 biz days used
▶ Clock Running
Status: Assigned
Oct 23 → Nov 3, 2025
7 business days (counted)
Running total: 49 of 3 biz days used
▶ Clock Running
Status: Entered
Nov 3 → Nov 3, 2025
0 business days (counted)
Running total: 49 of 3 biz days used
55d
▶ Clock Running
Status: On Hold
Nov 3 → Jan 27, 2026
55 business days (counted)
Running total: 104 of 3 biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 27 → Jan 27, 2026
0 business days (counted)
Running total: 104 of 3 biz days used
▶ Clock Running
Status: Assigned
Jan 27 → Jan 28, 2026
1 business day (counted)
Running total: 105 of 3 biz days used
▶ Clock Running
Status: Scheduled
Jan 28 → Feb 4, 2026
5 business days (counted)
Running total: 110 of 3 biz days used
Created: Aug 22, 2025 Completed: Feb 4, 2026
Business Days Used 110 / 3
0 3d budget +107d over
Show SLA Clock Detail (12 periods)
Period Status Clock Biz Days Running Total
Aug 22 → Aug 22 Created ▶ Running 0 0 / 3
Aug 22 → Aug 25 Ready for Scheduling ▶ Running 1 1 / 3
Aug 25 → Sep 23 Assigned ▶ Running 20 21 / 3
Sep 23 → Sep 23 Entered ▶ Running 0 21 / 3
Sep 23 → Oct 22 On Hold ▶ Running 20 41 / 3
Oct 22 → Oct 23 Ready for Scheduling ▶ Running 1 42 / 3
Oct 23 → Nov 3 Assigned ▶ Running 7 49 / 3
Nov 3 → Nov 3 Entered ▶ Running 0 49 / 3
Nov 3 → Jan 27 On Hold ▶ Running 55 104 / 3
Jan 27 → Jan 27 Ready for Scheduling ▶ Running 0 104 / 3
Jan 27 → Jan 28 Assigned ▶ Running 1 105 / 3
Jan 28 → Feb 4 Scheduled ▶ Running 5 110 / 3
Dispatch 0.0d
Holding 76.4d (excluded)
Coordinators 39.6d
Billing 21.3d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
76.4 days
Coordinators
39.6 days
Over SLA
Billing
21.3 days
Over SLA
Created: Aug 22, 2025 Due: Jan 30, 2026 Completed: Feb 4, 2026 (4 days late)
📅
110.4 days Total Age
⏱️
55.8d in On Hold Longest Stage
🔄
13 transitions Status Changes
⚠️
53.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00521291
L2 HCP
Closed
Notes: Unit fails inspection due to: -will not go up or down -switched out foot pedal with known working foot pedal and unit still did not engage. will need to open up unit to do further troubleshooting
Priority
Standard
Origin
Email
Reason
New Case
Contact
Tosha Green
Owner
Virtual Tech
Created
Aug 22, 2025
Work Orders from this Case (1)
WO-01299226 (current) Invoiced
Virtual Tech - Field Repair • Eric Colon
Created: Aug 22, 2025 • Closed: Feb 4, 2026
Completed with significant delays
Invoiced • 356 days old
🚨
Primary Delay 55.8 days stuck in "On Hold"
⏱️
Total Delay 53.6 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
Ready for Scheduling
3.1d / 1.0d SLA
Assigned
30.5d / 0.5d SLA
On Hold
76.4d
Scheduled
6.0d / 2.0d SLA
Closed
1.7d / 1.0d SLA
Billing Review
21.0d / 2.0d SLA
Ready to Bill
0.3d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2//5/26 DPatton - See work performed notes. Servicemax WO and ebiotrack WO did not match, Arrived on-site, customer said they did not have any exam tables with the issue listed. Neither facilities listed in either Servicemax or ebiotrack had an exam table with issue listed. Had to contact supervisor to try to locate this unit and the correct WO. Waiting on further information


1/28/26 MOwens Called and spoke to Sherwan Brown. I offered next Wed. 2/4 as the first available to schedule the repair visit. She said that will be fine.

11/3/25 RCook- Escalated WO to account manager due to contact issues.

Chattered: @Scott Berry​ This WO has been escalated due to contact issues. This is a VT-Field repair.



10/31/2025 LHill-sent email to Tosha Green-Wanted to reach out to try to get tech scheduled for this repair. Would 11/3 with tech arrival between 8am-10am work for you? See logged email.


10/31/2025 LHill-Called (803) 318-6552 for Tosha Green. Was unable to leave a message due to mailbox not being setup.


10/30/2025 LHill-sent email to Tosha Green-Wanted to reach out to try to get tech scheduled for this repair. Would 11/3 with tech arrival between 8am-10am work for you?

See logged email.


10/30/2025 LHill-Called (803) 318-6552 for Tosha Green. Was unable to leave a message due to mailbox not being set up.


10/27 MOwens Replied back to reply from Tosha offering Thurs. 10/30 between 9-11am as the first available for the repair visit.

10/24/2025 LHill-sent email to Tosha-Looks like it failed inspection so tech will need to come do some troubleshooting. Is today still an option to come in or would you like to schedule a different date?


10/24/2025 LHill-rec'd email from Tosha-Who put in the order to have the chair repaired?


10/24/2025 LHill-sent email to Tosha Green at tosha.green@oakstreethealth.com. Offered 10/24 with tech arrival 11am-pm.


10/24/2025 LHill-Called 803) 318-6552 for Tosha Green. Was unable to leave a message because mailbox has not been set up.


10/23/2025 LHill-sent email to Tosha Green at tosha.green@oakstreethealth.com. Offered 10/24 with tech arrival 11am-pm.


10/23/2025 LHill-Called (803) 318-6552 for Tosha Green. Was unable to leave a message due to mailbox not being set up.


10/22 SBerry: Account POC confirmed site POC and asked us to try again

9/24 SBerry: Email sent to account POC requesting updated POC info

9/23/25 RCook- Escalating WO to account manager due to contact issues.


9/16/25 RCook- Emailed Tosha to schedule for 9/19/25. Arrival time between 8-10AM. If not response by 9/17/25 WO will need to be escalated.


9/16/25 RCook- Called Tosha to schedule. Looking at 9/19/25 arrival time between 8-10AM. Could not leave message. 

9/2 MOwens Sent Tosha a FU email asking if the tech can still go onsite tomorrow 9/3 in the afternoon.

8/27 MOwens Called to speak to Tosha but she didn't answer the call. Could not leave a vm.

8/25 MOwens Sent an email to Tosha offering 9/3 from 2-5pm as the first available to schedule.

🔧 Work Performed
2/4/26- EColon- Servicemax WO and ebiotrack WO did not match, Arrived on-site, customer said they did not have any exam tables with the issue listed. Neither facilities listed in either Servicemax or ebiotrack had an exam table with issue listed. Had to contact supervisor to try to locate this unit and the correct WO. Waiting on further information
🔍 Technician Findings
2/4/26- EColon- Servicemax WO and ebiotrack WO did not match, Arrived on-site, customer said they did not have any exam tables with the issue listed. Neither facilities listed in either Servicemax or ebiotrack had an exam table with issue listed.
⚠️ Problem Description
Notes: Unit fails inspection due to: -will not go up or down -switched out foot pedal with known working foot pedal and unit still did not engage. will need to open up unit to do further troubleshooting https://www.ebiotrack.com/workorder.php?wo=67687

Timeline

📞
Case Linked Aug 22, 1:11 PM
Case Number: 00521291
Subject: L2 HCP
Status: Closed
📋
2 Work Order Created Aug 22, 5:07 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Derek Reynolds
From: Entered
To: Ready for Scheduling
Duration in Previous: 3m
1.9 business days
👷
2 Technician Assigned Aug 25, 12:20 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2d 19h
🚨 21.0 business days
🆕
Status: Entered by Rhea Berry Sep 23, 2:57 PM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 29d 2h, 0m
🚨 21.0 business days
📅
Status: Ready for Scheduling by Scott Berry Oct 22, 4:00 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 29d 1h
👷
2 Technician Assigned Oct 23, 9:54 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Laura Hill
From: Ready for Scheduling
To: Assigned
Duration in Previous: 17h 54m
⚠️ 8.0 business days
🆕
Status: Entered by Rhea Berry Nov 3, 12:51 PM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 11d 3h, 0m
🚨 56.0 business days
📅
Status: Ready for Scheduling by Scott Berry Jan 27, 1:02 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 85d 0h
👷
2 Technician Assigned Jan 27, 2:45 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1h 42m
🗓️
2 Status: Scheduled Jan 28, 9:37 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2026-02-04T14:00:00.000+0000
⚠️ 6.0 business days
🚗
3x Travel Added Feb 4, 12:01 PM
Type: Travel, Labor
Status: Open
Qty: 15, 0.5
✔️
Status: Completed by Matthew Bateman Feb 4, 1:01 PM
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 7d 3h, 0m
💵
Status: Billing Review by Diane Patton Feb 5, 11:16 AM
From: Closed
To: Billing Review
Duration in Previous: 22h 14m
🚨 21.0 business days
📄
Status: Ready to Bill by Scott Berry Mar 6, 12:46 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 29d 1h
💵
2 Status: Billing Review Mar 6, 3:03 PM
Status: Billing Review → Invoice Created
🧾
Invoice Created
Invoice Number: SM-255910

Bottlenecks

Ready for Scheduling
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 2.8 business hours
Assigned
Duration: 21.0 business days (threshold: 4.0 business hours)
Exceeded by 20.5 business days
Ready for Scheduling
Duration: 1.5 business days (threshold: 1.0 business days)
Exceeded by 4.0 business hours
Assigned
Duration: 8.0 business days (threshold: 4.0 business hours)
Exceeded by 7.5 business days
Assigned
Duration: 1.5 business days (threshold: 4.0 business hours)
Exceeded by 1.0 business days
Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Closed
Duration: 1.7 business days (threshold: 1.0 business days)
Exceeded by 6.0 business hours
Billing Review
Duration: 21.0 business days (threshold: 2.0 business days)
Exceeded by 19.0 business days

🔗 Related Artifacts

📞
Case 00521291
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Virtual Tech - Field Repair
Branch
Edge
Technician
Eric Colon
Scheduled
Feb 4, 9:00 AM
Created
Aug 22, 5:07 PM
Invoice #
SM-255910

Work Details (3)

Name Type Status Qty Amount Date
WL-03091138 Travel Open 15 $0.00 Feb 4, 12:01 PM
WL-03091139 Labor Open 0.5 $0.00 Feb 4, 12:01 PM
WL-03091140 Labor Open 0.5 $0.00 Feb 4, 12:01 PM

Details