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WO-01303525 ↗ ServiceMax

Oak Street Health • SWAPOUT • PC

📍 Oak Street Health - Garfield Ridge — 6918 W Archer Ave, Chicago IL, 60638

Sep 10, 2025 → Oct 1, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Oct 10, 2025
✓ SLA Met (7 biz days early)
Active: 9 biz days
Paused: 6 biz days
🕐 Clock stopped: Completed (Oct 1, 2025)
▶ Clock Running
Status: Created
Sep 10 → Sep 10, 2025
0 business days (counted)
Running total: 0 of ? biz days used
⏸6d
⏸ Clock Paused
Status: Awaiting Parts
Sep 10 → Sep 18, 2025
6 business days (not counted)
4d
▶ Clock Running
Status: Reschedule
Sep 18 → Sep 24, 2025
4 business days (counted)
Running total: 4 of ? biz days used
5d
▶ Clock Running
Status: On Hold
Sep 24 → Oct 1, 2025
5 business days (counted)
Running total: 9 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 1 → Oct 1, 2025
0 business days (counted)
Running total: 9 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 1 → Oct 1, 2025
0 business days (counted)
Running total: 9 of ? biz days used
Created: Sep 10, 2025 Completed: Oct 1, 2025
Show SLA Clock Detail (6 periods)
Period Status Clock Biz Days Running Total
Sep 10 → Sep 10 Created ▶ Running 0 0
Sep 10 → Sep 18 Awaiting Parts ⏸ Paused 6
Sep 18 → Sep 24 Reschedule ▶ Running 4 4
Sep 24 → Oct 1 On Hold ▶ Running 5 9
Oct 1 → Oct 1 Assigned ▶ Running 0 9
Oct 1 → Oct 1 Tech On Site ▶ Running 0 9
Dispatch 0.0d
Material Management 7.0d
Holding 6.0d (excluded)
Coordinators 4.4d
Field Work 0.1d
Billing 20.6d
✓ SLA Met
Dispatch
0.0 days
Material Management
7.0 days
Over SLA
Holding (excluded from total)
6.0 days
Coordinators
4.4 days
Over SLA
Field Work
0.1 days
Billing
20.6 days
Over SLA
Created: Sep 10, 2025 Due: Oct 10, 2025 Completed: Oct 1, 2025 (9 days early)
📅
16.0 days Total Age
⏱️
20.6d in Ready to Bill Longest Stage
🔄
9 transitions Status Changes
⚠️
27.0d over Total Delay
📦
2 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00525689
Follow up to WO-01280411
Closed
Follow up to WO-01280411 Inspection #: 28261 Asset ID: 12947128 Model: McKesson - 156-5 Notes: FAILS CAL CHECK W/ 164.4mmHg RECORDED @ 160 MARK. Out of tolerance.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Natalie Vargas
Owner
Virtual Tech
Created
Sep 9, 2025
Work Orders from this Case (2)
WO-01303525 (current) Invoiced
SWAPOUT • Samuel A Klein
Created: Sep 10, 2025 • Closed: Oct 1, 2025
WO-01307208 Invoiced
Virtual Tech - Depot • Samuel A Klein
Created: Oct 1, 2025 • Closed: Dec 8, 2025
Completed with significant delays
Invoiced • 337 days old
🚨
Primary Delay 20.6 days stuck in "Ready to Bill"
⏱️
Total Delay 27.0 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
7.0d / 3.0d SLA
Reschedule
4.4d / 2.0d SLA
On Hold
6.0d
Tech On Site
0.1d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Ready to Bill
20.6d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/24-RS; Sending reminder email with RL attached - On-Hold Awaiting equipment - 

🔧 Work Performed
Preparing unit for repair and Hotswap. Shipping hot swap to site - Welch Allyn - 7670-01 SN 150423231345 ASSET ID 13254062 Shipment Tracking Number 1Z01E3E70390019475 - Delivered - 09/22/2025 Expected back for repair: McKesson - 156-5 Asset ID#: 12947128 S/N: 220217101710 RMA Tracking Number 1Z01E3E79098960734 - Shipper created a label, UPS has not received the package yet.
🔍 Technician Findings
10/1 SKLEIN - Unit arrived into Depot in good condition. No Accessories were included. Unit will need: 1 x 2-TP 1 x 5088-01 1 x 5089-13 1 x REUSE-11 1 x 4601-61 hot swap requested
⚠️ Problem Description
Follow up to WO-01280411 Inspection #: 28261 Asset ID: 12947128 Model: McKesson - 156-5 Notes: FAILS CAL CHECK W/ 164.4mmHg RECORDED @ 160 MARK. Out of tolerance. https://www.ebiotrack.com/workorder.php?wo=68096
📄 Description
SPHYG, ANEROID WALL GAUGE W/AD LT CUFF WA 7670-01 Oak Street Health’s Consigned Inventory

Timeline

📞
Case Linked Sep 9, 1:16 PM
Case Number: 00525689
Subject: Follow up to WO-01280411
Status: Closed
📋
3 Work Order Created Sep 10, 8:45 AM
Work Order Created → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00081492
Status: Closed
📦
Status: Awaiting Parts by Wendy Argueta
From: Entered
To: Awaiting Parts
Duration in Previous: 1m
⚠️ 7.0 business days
💵
4 Expenses Added Sep 18, 4:47 PM
Expenses Added → Parts Requested → Parts Added → Status: Reschedule
📦
Parts Requested
Order: 00082021
Status: Closed
🔩
Parts Added
Type: Parts
Status: Open
Qty: 1
🔄
Status: Reschedule by Kirsten Walls
From: Awaiting Parts
To: Reschedule
Duration in Previous: 8d 8h
4.9 business days
⏸️
Status: On Hold by Ryan Schwochow Sep 24, 11:50 AM
From: Reschedule
To: On Hold
Duration in Previous: 5d 19h
⚠️ 6.0 business days
👷
2 Technician Assigned Oct 1, 10:41 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Samuel Klein
From: On Hold, Assigned
To: Assigned, Tech On Site
Duration in Previous: 6d 22h, 0m
⏱️
3 Labor Added Oct 1, 11:03 AM
Labor Added → Status: Completed → Status: Closed
✔️
Status: Completed by Samuel Klein
From: Tech On Site
To: Completed
Duration in Previous: 25m
🏁
Status: Closed by Samuel Klein
From: Completed
To: Closed
Duration in Previous: 1m
2.0 business days
📄
Status: Ready to Bill by Diane Patton Oct 2, 3:02 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 3h
🚨 21.0 business days
📨
Status: Invoice Pending by Diane Patton Oct 31, 3:55 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 29d 0h
💰
Status: Invoiced by Diane Patton Oct 31, 4:03 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 7m
🚨 68.0 business days
🧾
Invoice Created Feb 11, 10:44 AM
Invoice Number: SM-245414

Bottlenecks

Awaiting Parts
Duration: 7.0 business days (threshold: 3.0 business days)
Exceeded by 4.0 business days
Reschedule
Duration: 4.4 business days (threshold: 2.0 business days)
Exceeded by 2.4 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Ready to Bill
Duration: 20.6 business days (threshold: 1.0 business days)
Exceeded by 19.6 business days

🔗 Related Artifacts

📞
Case 00525689
Closed
📦
Parts Order 00081492
Closed
📦
Parts Order 00082021
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
SWAPOUT
Branch
Edge
Technician
Samuel A Klein
Scheduled
N/A
Created
Sep 10, 8:45 AM
Invoice #
SM-245414

Work Details (3)

Name Type Status Qty Amount Date
WL-02941220 Expenses Open 1 $17.25 Sep 18, 4:47 PM
WL-02941222 Parts Open 1 $0.00 Sep 18, 4:48 PM
WL-02955951 Labor Open 0.5 $61.29 Oct 1, 11:03 AM

Details