Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01304088 ↗ ServiceMax

Oak Street Health • SWAPOUT • PC

📍 Oak Street Health - Avondale, OH — 3540 Reading Road, Cincinnati OH, 45229

Sep 12, 2025 → Mar 23, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Oct 10, 2025
✗ SLA Missed (104 biz days late)
Active: 124 biz days
Paused: 4 biz days
🕐 Clock stopped: Completed (Mar 23, 2026)
▶ Clock Running
Status: Created
Sep 12 → Sep 12, 2025
0 business days (counted)
Running total: 0 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Sep 12 → Sep 18, 2025
4 business days (not counted)
▶ Clock Running
Status: Reschedule
Sep 18 → Sep 24, 2025
4 business days (counted)
Running total: 4 of ? biz days used
120d
▶ Clock Running
Status: On Hold
Sep 24 → Mar 23, 2026
120 business days (counted)
Running total: 124 of ? biz days used
▶ Clock Running
Status: Assigned
Mar 23 → Mar 23, 2026
0 business days (counted)
Running total: 124 of ? biz days used
Created: Sep 12, 2025 Completed: Mar 23, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 12 → Sep 12 Created ▶ Running 0 0
Sep 12 → Sep 18 Awaiting Parts ⏸ Paused 4
Sep 18 → Sep 24 Reschedule ▶ Running 4 4
Sep 24 → Mar 23 On Hold ▶ Running 120 124
Mar 23 → Mar 23 Assigned ▶ Running 0 124
Dispatch 0.0d
Material Management 5.0d
Holding 121.0d (excluded)
Coordinators 4.7d
Billing 7.0d
✗ SLA Missed
Dispatch
0.0 days
Material Management
5.0 days
Over SLA
Holding (excluded from total)
121.0 days
Coordinators
4.7 days
Over SLA
Billing
7.0 days
Over SLA
Created: Sep 12, 2025 Due: Oct 10, 2025 Completed: Mar 23, 2026 (163 days late)
📅
129.0 days Total Age
⏱️
121.0d in On Hold Longest Stage
🔄
7 transitions Status Changes
⚠️
11.1d over Total Delay
📦
2 orders, 0 quotes Parts & Quotes
📝
4 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00526579
Oak Street Health - 48 Hour - 89227: New Work Order Assigned
Closed
Work Order #89227 Work Order Description: nurse on a stick machine is not working anymore. the buttons do not power it on. please help and assist. the machine is not working properly.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Khaliek Tribble
Owner
Virtual Tech
Created
Sep 11, 2025
Work Orders from this Case (2)
WO-01304086 Invoiced
Virtual Tech • Virtual Tech
Created: Sep 12, 2025 • Closed: Sep 12, 2025
WO-01304088 (current) Invoiced
SWAPOUT • Ryan Schwochow
Created: Sep 12, 2025 • Closed: Mar 23, 2026
Completed with significant delays
Invoiced • 337 days old
🚨
Primary Delay 121.0 days stuck in "On Hold"
⏱️
Total Delay 11.1 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
5.0d / 3.0d SLA
Reschedule
4.7d / 2.0d SLA
On Hold
121.0d
Closed
1.5d / 1.0d SLA
Ready to Bill
6.9d / 1.0d SLA
Invoice Pending
0.1d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2/23/26-RS; Sending reminder email with RL attached - On-Hold Awaiting equipment - 

10/30-RS; Sending reminder with RL attached 

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

🔧 Work Performed
Shipping to Site: Welch Allyn - 71XX - Connex Spot Monitor Asset ID#: 13253956 S/N: 21100016402525 Shipment Tracking Number 1Z01E3E70399428589 - Delivered 09/19/2025 Expected back for repair: Welch Allyn, Inc. - Connex Spot Monitor Asset ID#: 6169118 S/N: 21100060075221 RMA Tracking Number 1Z01E3E79092807492 ___ Please close the work order for this device swap. The onsite team was unable to locate the original device to send it back
🔍 Technician Findings
hot swap requested
⚠️ Problem Description
nurse on a stick machine is not working anymore. the buttons do not power it on. please help and assist. the machine is not working properly. Welch Allyn, Inc. - Connex Spot Monitor Asset ID#: 6169118 S/N: 21100060075221 https://www.ebiotrack.com/workorder.php?wo=68158
📄 Description
Welch Allyn - Connex Spot Monitor 71XX Oak Street Health Consignment Equipment

Timeline

📞
Case Linked Sep 11, 4:42 PM
Case Number: 00526579
Subject: Oak Street Health - 48 Hour - 89227: New Work Order Assigned
Status: Closed
📋
3 Work Order Created Sep 12, 8:53 AM
Work Order Created → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00081642
Status: Closed
📦
Status: Awaiting Parts by Wendy Argueta
From: Entered
To: Awaiting Parts
Duration in Previous: 0m
⚠️ 5.0 business days
💵
3 2x Expenses Added Sep 18, 2:25 PM
2x Expenses Added → Parts Requested → Status: Reschedule
📦
Parts Requested
Order: 00081993
Status: Canceled
🔄
Status: Reschedule by Brittany Peters
From: Awaiting Parts
To: Reschedule
Duration in Previous: 6d 5h
⚠️ 5.0 business days
⏸️
Status: On Hold by Ryan Schwochow Sep 24, 12:06 PM
From: Reschedule
To: On Hold
Duration in Previous: 5d 21h
🚨 121.0 business days
⏱️
3 2x Labor Added Mar 23, 4:13 PM
2x Labor Added → Technician Assigned → Status: Assigned
👷
Technician Assigned by Ryan Schwochow
Technician: a0h8Y00000Jzl1WQAR, Ryan Schwochow
👷
Status: Assigned by Ryan Schwochow
From: On Hold, Assigned, Completed
To: Assigned, Completed, Closed
Duration in Previous: 180d 4h, 0m
📄
Status: Ready to Bill by Diane Patton Mar 24, 12:50 PM
From: Closed
To: Ready to Bill
Duration in Previous: 20h 35m
⚠️ 7.0 business days
📨
Status: Invoice Pending by Diane Patton Apr 1, 5:30 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 8d 4h
🧾
2 Invoice Created Apr 1, 6:10 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 39m

Bottlenecks

Awaiting Parts
Duration: 5.0 business days (threshold: 3.0 business days)
Exceeded by 2.0 business days
Reschedule
Duration: 4.7 business days (threshold: 2.0 business days)
Exceeded by 2.7 business days
Closed
Duration: 1.5 business days (threshold: 1.0 business days)
Exceeded by 3.8 business hours
Ready to Bill
Duration: 6.9 business days (threshold: 1.0 business days)
Exceeded by 5.9 business days

🔗 Related Artifacts

📞
Case 00526579
Closed
📦
Parts Order 00081642
Closed
📦
Parts Order 00081993
Canceled

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
SWAPOUT
Branch
Edge
Technician
Ryan Schwochow
Scheduled
N/A
Created
Sep 12, 8:53 AM
Invoice #
SM-258111

Work Details (4)

Name Type Status Qty Amount Date
WL-02940976 Expenses Open 1 $11.55 Sep 18, 2:25 PM
WL-02940977 Parts Open 1 $0.00 Sep 18, 2:26 PM
WL-03155740 Labor Open 1 $122.57 Mar 23, 4:13 PM
WL-03155741 Expenses Open 1 $30.80 Mar 23, 4:13 PM

Details