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← WO Overview

WO-01308652 ↗ ServiceMax

Oak Street Health • SWAPOUT • PC

📍 Oak Street Health - Edgewood — 5743 Preston Highway, Louisville KY, 40219

Oct 9, 2025 → Jul 28, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Jul 31, 2026
✓ SLA Met (3 biz days early)
Active: 195 biz days
Paused: 2 biz days
🕐 Clock stopped: Completed (Jul 28, 2026)
▶ Clock Running
Status: Created
Oct 9 → Oct 9, 2025
0 business days (counted)
Running total: 0 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Oct 9 → Oct 14, 2025
2 business days (not counted)
▶ Clock Running
Status: Reschedule
Oct 14 → Oct 27, 2025
9 business days (counted)
Running total: 9 of ? biz days used
97d
▶ Clock Running
Status: On Hold
Oct 27 → Mar 20, 2026
97 business days (counted)
Running total: 106 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Mar 20 → Mar 20, 2026
0 business days (not counted)
▶ Clock Running
Status: Reschedule
Mar 20 → Mar 31, 2026
7 business days (counted)
Running total: 113 of ? biz days used
44d
▶ Clock Running
Status: On Hold
Mar 31 → Jun 2, 2026
44 business days (counted)
Running total: 157 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Jun 2 → Jun 2, 2026
0 business days (not counted)
18d
▶ Clock Running
Status: Ready for Scheduling
Jun 2 → Jun 29, 2026
18 business days (counted)
Running total: 175 of ? biz days used
▶ Clock Running
Status: Assigned
Jun 29 → Jul 1, 2026
2 business days (counted)
Running total: 177 of ? biz days used
18d
▶ Clock Running
Status: Tech On Site
Jul 1 → Jul 28, 2026
18 business days (counted)
Running total: 195 of ? biz days used
Created: Oct 9, 2025 Completed: Jul 28, 2026
Show SLA Clock Detail (11 periods)
Period Status Clock Biz Days Running Total
Oct 9 → Oct 9 Created ▶ Running 0 0
Oct 9 → Oct 14 Awaiting Parts ⏸ Paused 2
Oct 14 → Oct 27 Reschedule ▶ Running 9 9
Oct 27 → Mar 20 On Hold ▶ Running 97 106
Mar 20 → Mar 20 Awaiting Parts ⏸ Paused 0
Mar 20 → Mar 31 Reschedule ▶ Running 7 113
Mar 31 → Jun 2 On Hold ▶ Running 44 157
Jun 2 → Jun 2 Awaiting Parts ⏸ Paused 0
Jun 2 → Jun 29 Ready for Scheduling ▶ Running 18 175
Jun 29 → Jul 1 Assigned ▶ Running 2 177
Jul 1 → Jul 28 Tech On Site ▶ Running 18 195
Dispatch 0.0d
Material Management 2.6d
Holding 142.2d (excluded)
Coordinators 39.0d
Field Work 19.0d
Billing 2.3d
✓ SLA Met
Dispatch
0.0 days
Material Management
2.6 days
Holding (excluded from total)
142.2 days
Coordinators
39.0 days
Over SLA
Field Work
19.0 days
Over SLA
Billing
2.3 days
Over SLA
Created: Oct 9, 2025 Due: Jul 31, 2026 Completed: Jul 28, 2026 (3 days early)
📅
197.5 days Total Age
⏱️
97.6d in On Hold Longest Stage
🔄
14 transitions Status Changes
⚠️
53.6d over Total Delay
📦
5 orders, 0 quotes Parts & Quotes
📝
8 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00534385
Oak Street Health - 48 Hour - 101503: New Work Order Assigned
Closed
Work Order #101503 Work Order Description: Retinavue machine is not working. We troubleshooted with the tech support and have not been able to get the machine to work.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Tamara Kizer
Owner
Virtual Tech
Created
Oct 9, 2025
Work Orders from this Case (3)
WO-01308652 (current) Invoiced
SWAPOUT • Ryan Schwochow
Created: Oct 9, 2025 • Closed: Jul 28, 2026
WO-01416342 Invoiced
Virtual Tech - Depot • Ryan Schwochow
Created: Jul 28, 2026 • Closed: Jul 28, 2026
WO-01416991 Invoiced
Virtual Tech - Depot • Ryan Schwochow
Created: Jul 30, 2026 • Closed: Jul 30, 2026
Completed with significant delays
Invoiced • 310 days old
🚨
Primary Delay 97.6 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
Awaiting Parts
2.6d / 3.0d SLA
Reschedule
17.2d / 2.0d SLA
On Hold
142.2d
Ready for Scheduling
18.8d / 1.0d SLA
Assigned
3.0d / 0.5d SLA
Tech On Site
19.0d / 1.0d SLA
Closed
1.8d / 1.0d SLA
Ready to Bill
2.3d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/31/26-RS; Sending reminder email with RL attached - On-Hold Awaiting equipment - 

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

10/27-RS; Sending reminder email with RL attached - On-Hold Awaiting equipment - 

🔧 Work Performed
Shipping hot swap to site - Welch Allyn RV700B - RetinaVue 700 Imager Visual Analyzer Asset ID#: 13254091 S/N:(21) 700249200253 Shipment Tracking Number - 1Z01E3E70390848525 - Delivered - 10/15/2025 RMA Tracking Number - 1Z01E3E79097630539 _______________________ Site Reached out and needed new box and return label to ship broken unit back to depot - 20 x 14 x 14" Corrugated Box Outbound - 1Z01E3E70395110606 - Delivered - 3/23/2026 Return - 1Z01E3E79098999417 _______________________________ Customer requesting another box and return label to ship back: 20 x 14 x 14" Corrugated Boxes Outbound 1Z01E3E70394064632 Delivered 6/3/2026 Return 1Z01E3E79091387242 Delivered 6/5/2026
🔍 Technician Findings
hot swap requested
⚠️ Problem Description
Retinavue machine is not working. We troubleshooted with the tech support and have not been able to get the machine to work. Welch Allyn RV700B - RetinaVue 700 Imager Visual Analyzer Asset ID#: 6312660 S/N: 700044190206 https://www.ebiotrack.com/workorder.php?wo=68842
📄 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 Oct 9, 2:58 PM
Case Number: 00534385
Subject: Oak Street Health - 48 Hour - 101503: New Work Order Assigned
Status: Closed
📋
3 Work Order Created Oct 9, 3:45 PM
Work Order Created → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00083274
Status: Closed
📦
Status: Awaiting Parts by Wendy Argueta
From: Entered
To: Awaiting Parts
Duration in Previous: 1m
3.0 business days
📦
3 Parts Requested Oct 14, 2:31 PM
Parts Requested → 3x Parts Added → Status: Reschedule
🔩
3x Parts Added
Type: Parts, Expenses
Status: Open
Qty: 1
🔄
Status: Reschedule by Keith Canterbury
From: Awaiting Parts
To: Reschedule
Duration in Previous: 4d 22h
🚨 10.0 business days
⏸️
Status: On Hold by Ryan Schwochow Oct 27, 3:09 PM
From: Reschedule
To: On Hold
Duration in Previous: 13d 0h
🚨 98.0 business days
📦
2 Parts Requested Mar 20, 3:06 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Ryan Schwochow
From: On Hold
To: Awaiting Parts
Duration in Previous: 143d 23h
🔩
2 2x Parts Added Mar 20, 3:38 PM
2x Parts Added → Status: Reschedule
🔄
Status: Reschedule by Sean Weaver
From: Awaiting Parts
To: Reschedule
Duration in Previous: 32m
⚠️ 8.0 business days
⏸️
Status: On Hold by Ryan Schwochow Mar 31, 3:34 PM
From: Reschedule
To: On Hold
Duration in Previous: 10d 23h
🚨 45.0 business days
📦
2 Parts Requested Jun 2, 1:31 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Derek Reynolds
From: On Hold
To: Awaiting Parts
Duration in Previous: 62d 21h
📅
Status: Ready for Scheduling by Melissa Barrett Jun 2, 1:36 PM
From: Awaiting Parts
To: Ready for Scheduling
Duration in Previous: 5m
📦
2 Parts Requested Jun 2, 2:07 PM
Parts Requested → 2x Parts Added
🔩
2x Parts Added
Type: Parts, Expenses
Status: Open
Qty: 1
🚨 19.0 business days
👷
2 Technician Assigned Jun 29, 9:54 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhonnie Reeves
From: Ready for Scheduling
To: Assigned
Duration in Previous: 26d 20h
3.0 business days
🔧
Status: Tech On Site by Ryan Schwochow Jul 1, 10:44 AM
From: Assigned
To: Tech On Site
Duration in Previous: 2d 0h
🚨 19.0 business days
⏱️
2 Labor Added Jul 28, 1:51 PM
Labor Added → Status: Completed
✔️
Status: Completed by Ryan Schwochow
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 27d 3h, 0m
2.0 business days
📄
Status: Ready to Bill by Diane Patton Jul 29, 5:53 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 4h
2.8 business days
📨
Status: Invoice Pending by Diane Patton Jul 31, 4:12 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 1d 22h
🧾
2 Invoice Created Jul 31, 4:21 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 9m

Bottlenecks

Reschedule
Duration: 9.7 business days (threshold: 2.0 business days)
Exceeded by 7.7 business days
Reschedule
Duration: 7.5 business days (threshold: 2.0 business days)
Exceeded by 5.5 business days
Ready for Scheduling
Duration: 18.8 business days (threshold: 1.0 business days)
Exceeded by 17.8 business days
Assigned
Duration: 3.0 business days (threshold: 4.0 business hours)
Exceeded by 2.5 business days
Tech On Site
Duration: 19.0 business days (threshold: 1.0 business days)
Exceeded by 18.0 business days
Closed
Duration: 1.8 business days (threshold: 1.0 business days)
Exceeded by 6.1 business hours
Ready to Bill
Duration: 2.3 business days (threshold: 1.0 business days)
Exceeded by 1.3 business days

🔗 Related Artifacts

📞
Case 00534385
Closed
📦
Parts Order 00083274
Closed
📦
Parts Order 00083542
Canceled
📦
Parts Order 00093064
Closed
📦
Parts Order 00097134
Closed
📦
Parts Order 00097139
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
SWAPOUT
Branch
Edge
Technician
Ryan Schwochow
Scheduled
N/A
Created
Oct 9, 3:45 PM
Invoice #
SM-269087

Work Details (8)

Name Type Status Qty Amount Date
WL-02970005 Parts Open 1 $0.00 Oct 14, 2:31 PM
WL-02970006 Parts Open 1 $0.00 Oct 14, 2:31 PM
WL-02970007 Expenses Open 1 $23.06 Oct 14, 2:31 PM
WL-03153406 Parts Open 1 $4.29 Mar 20, 3:38 PM
WL-03153408 Expenses Open 1 $31.91 Mar 20, 3:38 PM
WL-03245606 Parts Open 1 $4.29 Jun 2, 2:07 PM
WL-03245607 Expenses Open 1 $32.30 Jun 2, 2:07 PM
WL-03310583 Labor Open 1 $122.57 Jul 28, 1:51 PM

Details