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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01310124 ↗ ServiceMax

HIGI LLC • Installation • PC

📍 Publix 2094 — 6605 38th Ave N, Saint Petersburg FL, 33710

Oct 17, 2025 → Jan 14, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Jan 22, 2026
✓ SLA Met (5 biz days early)
Active: 25 biz days
Paused: 33 biz days
🕐 Clock stopped: Completed (Jan 14, 2026)
▶ Clock Running
Status: Created
Oct 17 → Oct 17, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: L2 Screening
Oct 17 → Oct 17, 2025
0 business days (counted)
Running total: 0 of ? biz days used
⏸33d
⏸ Clock Paused
Status: Awaiting Parts
Oct 17 → Dec 8, 2025
33 business days (not counted)
11d
▶ Clock Running
Status: Production
Dec 8 → Dec 23, 2025
11 business days (counted)
Running total: 11 of ? biz days used
▶ Clock Running
Status: Logistics
Dec 23 → Dec 23, 2025
0 business days (counted)
Running total: 11 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Dec 23 → Dec 24, 2025
1 business day (counted)
Running total: 12 of ? biz days used
13d
▶ Clock Running
Status: Scheduled
Dec 24 → Jan 14, 2026
13 business days (counted)
Running total: 25 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jan 14 → Jan 14, 2026
0 business days (counted)
Running total: 25 of ? biz days used
Created: Oct 17, 2025 Completed: Jan 14, 2026
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Oct 17 → Oct 17 Created ▶ Running 0 0
Oct 17 → Oct 17 L2 Screening ▶ Running 0 0
Oct 17 → Dec 8 Awaiting Parts ⏸ Paused 33
Dec 8 → Dec 23 Production ▶ Running 11 11
Dec 23 → Dec 23 Logistics ▶ Running 0 11
Dec 23 → Dec 24 Ready for Scheduling ▶ Running 1 12
Dec 24 → Jan 14 Scheduled ▶ Running 13 25
Jan 14 → Jan 14 Tech On Site ▶ Running 0 25
Dispatch 11.3d
Material Management 34.0d
Coordinators 15.3d
Field Work 0.2d
Billing 97.6d
✓ SLA Met
Dispatch
11.3 days
Over SLA
Material Management
34.0 days
Over SLA
Coordinators
15.3 days
Over SLA
Field Work
0.2 days
Billing
97.6 days
Over SLA
Created: Oct 17, 2025 Due: Jan 22, 2026 Completed: Jan 14, 2026 (8 days early)
📅
59.0 days Total Age
⏱️
82.4d in Billing Review Longest Stage
🔄
13 transitions Status Changes
⚠️
147.1d over Total Delay
📦
1 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 #00536432
CF-80559
Closed
How will higi connect to the internet: Wifi Ship Date: Delivery Date: 11/24/25 Installation Date: 11/25/2025 Additional Info or special requirements Jacob Henson (off-site) cell 727-296-4950 Use a 2014 refurbished unit. Delivery is standard retail Dock to Dock. Grand Opening 12/4/25 Refer to HWI-0022 Publix Convert to WIFI process. Open Publix Network, so no password required. Link to the Work Instruction, required checklist on page 5 https://emsar-portal1.sharepoint.com/SOPs%20and%20Work%20Instructions/Forms/AllItems.aspx?id=%2FSOPs%20and%20Work%20Instructions%2FHigi%20%26%20Legacy%20Kiosk%20Group%2FHigi%20Green%2FWI%2DST%2D345%20Higi%20Green%20Installation%20Process%2Epdf&parent=%2FSOPs%20and%20Work%20Instructions%2FHigi%20%26%20Legacy%20Kiosk%20Group%2FHigi%20Green&p=true&ct=1724684970563&or=Teams%2DHL&ga=1  Technician MUST check out with a call to EMSAR’s Tech Support **IMPORTANT** Immediately upon accepting this installation/relocation work order, the Coordinator shall contact the site to make them aware of the installation date and approximate time for the installation.  If the coordinator is unable to make contact, notify EMSAR account manager so HIGI can provide us with an alternate contact name and number.  Verification of delivery will be recorded in the problem description once delivered by the logistics coordinator.   Use this password to access the kiosk: miker0me0g0lfech0  Important: Check in upon arrival via WO button or Coordinator before you begin working on the kiosk. You must check out with Technical Support after install to verify in the portal that the kiosk is online, PC is deployed and operational Call 931-284-4999 and follow the prompts. Our Level II Support team must first verify the errors in the customer portal. Be prepared to give the Work Order number. Support Hours are Monday- Friday from 8:00 AM EST until 8:00 PM EST.  
Priority
High
Origin
Client Form
Reason
New Case
Contact
N/A
Owner
Leona Coonrod
Created
Oct 17, 2025
Work Orders from this Case (1)
WO-01310124 (current) Invoiced
Installation • Joseph Anderson
Created: Oct 17, 2025 • Closed: Jan 14, 2026
Completed with significant delays
Invoiced • 300 days old
🚨
Primary Delay 82.4 days stuck in "Billing Review"
⏱️
Total Delay 147.1 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
L2 Screening
0.0d / 1.0d SLA
Awaiting Parts
34.0d / 3.0d SLA
Production
11.3d / 2.0d SLA
Logistics
0.0d / 1.0d SLA
Ready for Scheduling
1.3d / 1.0d SLA
Scheduled
14.0d / 2.0d SLA
Tech On Site
0.2d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
0.2d / 1.0d SLA
Billing Review
82.4d / 2.0d SLA
Ready to Bill
15.2d / 1.0d SLA
Invoice Pending
0.1d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

05122025 NFloyd - BOL added - Moved to RTB

1.27.26 hshaw - FU with JMurray

1.14.26 hshaw - missing BOL & 7 quality pictures, chat Nfloyd and JMurray

12/24/25 AJinerson - Called Jacob and confirmed we have tech scheduled for Weds. 1/14 with arrival between 10am-12pm. 

Jacob confirmed and said tech can call him at this number if he has any questions.

(727) 296-4950

Construction crew will be onsite this day, Jacob may or may not be there. 


Ready Date 1/7/2026 BA

11/5/25 lcoonrod

UPDATED CF-80559

Updates are in blue.

Installation Date: 1/14/2026

Grand Opening 1/22/2026

🔧 Work Performed
Took packaging, box, and bolts of kiosk and removed from pallet to place in designated area. Plugged in and ran self test, kiosk operating properly. Contacted L2 support to deploy kiosk.
🔍 Technician Findings
Kiosk already on floor still on pallet.
⚠️ Problem Description
Special Instructions: Jacob Henson (off-site) cell 727-296-4950 Use a 2014 refurbished unit. Delivery is standard retail Dock to Dock. Grand Opening 1/22/2026 (updatd 11/5) Refer to HWI-0022 Publix Convert to WIFI process. Open Publix Network, so no password required. How will higi connect to the internet: Wifi Ship Date: Delivery Date: 11/24/25 Installation Date: 1/14/2026 (updated 11/5) Additional Info or special requirements Jacob Henson (off-site) cell 727-296-4950 Use a 2014 refurbished unit. Delivery is standard retail Dock to Dock. Grand Opening 12/4/25 Refer to HWI-0022 Publix Convert to WIFI process. Open Publix Network, so no password required. Link to the Work Instruction, required checklist on page 5 https://emsar-portal1.sharepoint.com/SOPs%20and%20Work%20Instructions/Forms/AllItems.aspx?id=%2FSOPs%20and%20Work%20Instructions%2FHigi%20%26%20Legacy%20Kiosk%20Group%2FHigi%20Green%2FWI%2DST%2D345%20Higi%20Green%20Installation%20Process%2Epdf&parent=%2FSOPs%20and%20Work%20Instructions%2FHigi%20%26%20Legacy%20Kiosk%20Group%2FHigi%20Green&p=true&ct=1724684970563&or=Teams%2DHL&ga=1  Technician MUST check out with a call to EMSAR’s Tech Support **IMPORTANT** Immediately upon accepting this installation/relocation work order, the Coordinator shall contact the site to make them aware of the installation date and approximate time for the installation.  If the coordinator is unable to make contact, notify EMSAR account manager so HIGI can provide us with an alternate contact name and number.  Verification of delivery will be recorded in the problem description once delivered by the logistics coordinator.   Use this password to access the kiosk: miker0me0g0lfech0  Important: Check in upon arrival via WO button or Coordinator before you begin working on the kiosk. You must check out with Technical Support after install to verify in the portal that the kiosk is online, PC is deployed and operational Call 931-284-4999 and follow the prompts. Our Level II Support team must first verify the errors in the customer portal. Be prepared to give the Work Order number. Support Hours are Monday- Friday from 8:00 AM EST until 8:00 PM EST.  
📄 Description
Higi Green Kiosk with a Wifi Installed and Storm Key pad

Timeline

📞
3 Case Linked Oct 17, 11:00 AM
Case Linked → Work Order Created → Status: L2 Screening
📋
Work Order Created
Work Order: WO-01310124
Type: Installation
Priority: PC
🔍
Status: L2 Screening by Leona Coonrod
From: Entered
To: L2 Screening
Duration in Previous: 1m
📦
2 Parts Requested Oct 17, 11:08 AM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Emmanuel Morales
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 5m
🚨 34.0 business days
🏭
Status: Production by Bryan Allphin Dec 8, 4:57 PM
From: Awaiting Parts
To: Production
Duration in Previous: 52d 6h
🚨 11.9 business days
🚚
Status: Logistics by Bryan Allphin Dec 23, 4:35 PM
From: Production
To: Logistics
Duration in Previous: 14d 23h
📅
Status: Ready for Scheduling by Bryan Allphin Dec 23, 4:59 PM
From: Logistics
To: Ready for Scheduling
Duration in Previous: 23m
🗓️
3 Status: Scheduled Dec 24, 9:15 AM
Status: Scheduled → Dispatch Scheduled → Technician Assigned
📅
Dispatch Scheduled by Ben Saur
Scheduled For: 2026-01-14T15:00:00.000+0000, 2026-01-14T13:00:00.000+0000
👷
Technician Assigned by Ben Saur
Technician: Joseph Anderson
🚨 14.0 business days
🔧
Status: Tech On Site by Joseph Anderson Jan 14, 12:39 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 21d 3h
⏱️
2x Labor Added Jan 14, 1:59 PM
Type: Labor, Travel
Status: Open
Qty: 2.7, 119
✔️
2 Status: Completed Jan 14, 2:11 PM
Status: Completed → Labor Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 1.56667
🏁
Status: Closed by Joseph Anderson Jan 14, 2:33 PM
From: Completed
To: Closed
Duration in Previous: 21m
💵
Status: Billing Review by Hannah Shaw Jan 14, 4:08 PM
From: Closed
To: Billing Review
Duration in Previous: 1h 35m
🚨 83.0 business days
📄
Status: Ready to Bill by Nicole Floyd May 12, 6:25 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 118d 1h
🚨 15.7 business days
📨
Status: Invoice Pending by Hannah Shaw Jun 3, 4:42 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 21d 22h
💰
2 Status: Invoiced Jun 3, 5:09 PM
Status: Invoiced → Invoice Created
🧾
Invoice Created
Invoice Number: SM-263730

Bottlenecks

Awaiting Parts
Duration: 34.0 business days (threshold: 3.0 business days)
Exceeded by 31.0 business days
Production
Duration: 11.3 business days (threshold: 2.0 business days)
Exceeded by 9.3 business days
Ready for Scheduling
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.0 business hours
Scheduled
Duration: 14.0 business days (threshold: 2.0 business days)
Exceeded by 12.0 business days
Billing Review
Duration: 82.4 business days (threshold: 2.0 business days)
Exceeded by 80.4 business days
Ready to Bill
Duration: 15.2 business days (threshold: 1.0 business days)
Exceeded by 14.2 business days

🔗 Related Artifacts

📞
Case 00536432
Closed
📦
Parts Order 00083746
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
N/A
Technician
Joseph Anderson
Scheduled
Jan 14, 10:00 AM
Created
Oct 17, 11:01 AM
Invoice #
SM-263730

Work Details (3)

Name Type Status Qty Amount Date
WL-03064846 Labor Open 2.7 $0.00 Jan 14, 1:59 PM
WL-03064847 Travel Open 119 $0.00 Jan 14, 1:59 PM
WL-03064884 Labor Open 1.56667 $213.50 Jan 14, 2:13 PM

Details