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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01310448 ↗ ServiceMax

Oak Street Health • Virtual Tech - Depot • PC

📍 Oak Street Health - Truman — 16659 E 23rd St S, Independence MO, 64055

Oct 21, 2025 → Feb 10, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Dec 26, 2025
✗ SLA Missed (23 biz days late)
Active: 67 biz days
Paused: 7 biz days
🕐 Clock stopped: Invoiced (Feb 10, 2026)
▶ Clock Running
Status: Created
Oct 21 → Oct 21, 2025
0 business days (counted)
Running total: 0 of ? biz days used
⏸7d
⏸ Clock Paused
Status: Awaiting Parts
Oct 21 → Oct 30, 2025
7 business days (not counted)
67d
▶ Clock Running
Status: On Hold
Oct 30 → Feb 10, 2026
67 business days (counted)
Running total: 67 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 10 → Feb 10, 2026
0 business days (counted)
Running total: 67 of ? biz days used
Created: Oct 21, 2025 Invoiced: Feb 10, 2026
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Oct 21 → Oct 21 Created ▶ Running 0 0
Oct 21 → Oct 30 Awaiting Parts ⏸ Paused 7
Oct 30 → Feb 10 On Hold ▶ Running 67 67
Feb 10 → Feb 10 Assigned ▶ Running 0 67
Dispatch 0.0d
Material Management 8.0d
Holding 67.9d (excluded)
Coordinators 0.0d
Billing 11.6d
✗ SLA Missed
Dispatch
0.0 days
Material Management
8.0 days
Over SLA
Holding (excluded from total)
67.9 days
Coordinators
0.0 days
Billing
11.6 days
Over SLA
Created: Oct 21, 2025 Due: Dec 26, 2025 Completed: Feb 10, 2026 (45 days late)
📅
75.0 days Total Age
⏱️
67.9d in On Hold Longest Stage
🔄
7 transitions Status Changes
⚠️
16.6d over Total Delay
📦
2 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 #00536800
Needs Quote
Closed
Follow-up to WO-01299603 Model: Welch Allyn - ProBP 3400 Notes: Noticeable physical damage on device Parts Needed- Emsar to follow up with quote for needed replacement part. touch pad, membrane is coming loose and needs to be replaced.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Samantha Long
Owner
Virtual Tech
Created
Oct 20, 2025
Work Orders from this Case (1)
WO-01310448 (current) Invoiced
Virtual Tech - Depot • Ryan Schwochow
Created: Oct 21, 2025 • Closed: Feb 10, 2026
Completed with significant delays
Invoiced • 296 days old
🚨
Primary Delay 67.9 days stuck in "On Hold"
⏱️
Total Delay 16.6 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
8.0d / 3.0d SLA
On Hold
67.9d
Assigned
0.0d / 0.5d SLA
Closed
2.0d / 1.0d SLA
Ready to Bill
11.6d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/29-rs; No hotswaps available , flipping to VT-Depot and requesting box and RL be sent

🔧 Work Performed
12 x 10 x 6" Corrugated Boxes Shipment Tracking Number: 1Z01E3E70295759070 - Est Delivery - 11/03/2025 Equipment to be returned for repair: Welch Allyn - ProBP 3400 Asset ID#: 12941204 S/N: 100028721422 RMA Tracking Number: 1Z01E3E79095934287 - Shipper created a label, UPS has not received the package yet.
🔍 Technician Findings
sent boxes and Return Label sent to site
⚠️ Problem Description
Follow-up to WO-01299603 Welch Allyn - ProBP 3400 Asset ID#: 12941204 S/N: 100028721422 Notes: Noticeable physical damage on device Parts Needed- https://www.ebiotrack.com/workorder.php?wo=69099
📄 Description
Welch Allyn - ProBP 3400 - Automatic Digital Blood Pressure Monitor - Multiple Sizes Nylon Cuff 23 - 40 cm Welch Allyn - Oak Street Health Consigned Inventory

Timeline

📞
Case Linked Oct 20, 12:27 PM
Case Number: 00536800
Subject: Needs Quote
Status: Closed
📋
3 Work Order Created Oct 21, 8:19 AM
Work Order Created → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00083884
Status: Closed
📦
Status: Awaiting Parts by Derek Reynolds
From: Entered
To: Awaiting Parts
Duration in Previous: 3m
⚠️ 8.0 business days
📦
3 Parts Requested Oct 30, 12:39 PM
Parts Requested → 2x Parts Added → Status: On Hold
🔩
2x Parts Added
Type: Parts, Expenses
Status: Open
Qty: 1
⏸️
Status: On Hold by John Rolston
From: Awaiting Parts
To: On Hold
Duration in Previous: 9d 4h
🚨 68.0 business days
⏱️
4 Labor Added Feb 10, 9:53 AM
Labor Added → Technician Assigned → Status: Assigned → Status: Reschedule
👷
Technician Assigned by Ryan Schwochow
Technician: Ryan Schwochow
👷
Status: Assigned by Ryan Schwochow
From: On Hold
To: Assigned
Duration in Previous: 102d 22h
🔄
Status: Reschedule by Ryan Schwochow
From: Assigned, Reschedule
To: Reschedule, Closed
Duration in Previous: 1m, 0m
2.0 business days
📄
Status: Ready to Bill by Diane Patton Feb 11, 1:56 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 4h
🚨 12.0 business days
📨
Status: Invoice Pending by Diane Patton Feb 28, 1:12 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 16d 23h
🧾
2 Invoice Created Feb 28, 1:18 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 5m

Bottlenecks

Awaiting Parts
Duration: 8.0 business days (threshold: 3.0 business days)
Exceeded by 5.0 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Ready to Bill
Duration: 11.6 business days (threshold: 1.0 business days)
Exceeded by 10.6 business days

🔗 Related Artifacts

📞
Case 00536800
Closed
📦
Parts Order 00083884
Closed
📦
Parts Order 00084473
Canceled

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Virtual Tech - Depot
Branch
Edge
Technician
Ryan Schwochow
Scheduled
N/A
Created
Oct 21, 8:19 AM
Invoice #
SM-255246

Work Details (3)

Name Type Status Qty Amount Date
WL-02989918 Parts Open 1 $1.27 Oct 30, 12:39 PM
WL-02989919 Expenses Open 1 $33.58 Oct 30, 12:39 PM
WL-03098909 Labor Open 0.25 $30.64 Feb 10, 9:53 AM

Details