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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01313040 ↗ ServiceMax

Oak Street Health • Virtual Tech - Drop Shipment • P3

📍 Oak Street Health - North Newark — 501 Bloomfield Ave, Newark NJ, 07107

Nov 4, 2025 → Feb 9, 2026

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Nov 7, 2025
✗ SLA Missed (3 biz days late)
Active: 6 biz days
Paused: 57 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Feb 9, 2026)
SLA Target
▶ Clock Running
Status: Created
Nov 4 → Nov 4, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
⏸18d
⏸ Clock Paused
Status: Awaiting Parts
Nov 4 → Dec 3, 2025
18 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
Dec 3 → Dec 3, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Assigned
Dec 3 → Dec 4, 2025
1 business day (counted)
Running total: 1 of 3 biz days used
▶ Clock Running
Status: Scheduled
Dec 4 → Dec 4, 2025
0 business days (counted)
Running total: 1 of 3 biz days used
▶ Clock Running
Status: Reschedule
Dec 4 → Dec 4, 2025
0 business days (counted)
Running total: 1 of 3 biz days used
⏸39d
⏸ Clock Paused
Status: Awaiting Parts - Customer
Dec 4 → Feb 2, 2026
39 business days (not counted)
▶ Clock Running
Status: Entered
Feb 2 → Feb 3, 2026
1 business day (counted)
Running total: 2 of 3 biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 2 of 3 biz days used
▶ Clock Running
Status: Assigned
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 2 of 3 biz days used
⏸ Clock Paused
Status: Awaiting Parts - Customer
Feb 3 → Feb 3, 2026
0 business days (not counted)
▶ Clock Running
Status: Reschedule
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 2 of 3 biz days used
▶ Clock Running
Status: Entered
Feb 3 → Feb 4, 2026
1 business day (counted)
Running total: 3 of 3 biz days used
▶ Clock Running
Status: Completed
Feb 4 → Feb 4, 2026
0 business days (counted)
Running total: 3 of 3 biz days used
▶ Clock Running
Status: Assigned
Feb 4 → Feb 4, 2026
0 business days (counted)
Running total: 3 of 3 biz days used
⏸ Clock Paused
Status: Awaiting Parts
Feb 4 → Feb 4, 2026
0 business days (not counted)
▶ Clock Running
Status: L2 Screening
Feb 4 → Feb 6, 2026
2 business days (counted)
Running total: 5 of 3 biz days used
▶ Clock Running
Status: L2 Review
Feb 6 → Feb 9, 2026
1 business day (counted)
Running total: 6 of 3 biz days used
Created: Nov 4, 2025 Completed: Feb 9, 2026
Business Days Used 6 / 3
0 3d budget +3d over
Show SLA Clock Detail (18 periods)
Period Status Clock Biz Days Running Total
Nov 4 → Nov 4 Created ▶ Running 0 0 / 3
Nov 4 → Dec 3 Awaiting Parts ⏸ Paused 18
Dec 3 → Dec 3 Ready for Scheduling ▶ Running 0 0 / 3
Dec 3 → Dec 4 Assigned ▶ Running 1 1 / 3
Dec 4 → Dec 4 Scheduled ▶ Running 0 1 / 3
Dec 4 → Dec 4 Reschedule ▶ Running 0 1 / 3
Dec 4 → Feb 2 Awaiting Parts - Customer ⏸ Paused 39
Feb 2 → Feb 3 Entered ▶ Running 1 2 / 3
Feb 3 → Feb 3 Ready for Scheduling ▶ Running 0 2 / 3
Feb 3 → Feb 3 Assigned ▶ Running 0 2 / 3
Feb 3 → Feb 3 Awaiting Parts - Customer ⏸ Paused 0
Feb 3 → Feb 3 Reschedule ▶ Running 0 2 / 3
Feb 3 → Feb 4 Entered ▶ Running 1 3 / 3
Feb 4 → Feb 4 Completed ▶ Running 0 3 / 3
Feb 4 → Feb 4 Assigned ▶ Running 0 3 / 3
Feb 4 → Feb 4 Awaiting Parts ⏸ Paused 0
Feb 4 → Feb 6 L2 Screening ▶ Running 2 5 / 3
Feb 6 → Feb 9 L2 Review ▶ Running 1 6 / 3
Dispatch 6.1d
Material Management 58.6d
Coordinators 2.2d
Billing 12.7d
✗ SLA Missed
Dispatch
6.1 days
Over SLA
Material Management
58.6 days
Over SLA
Coordinators
2.2 days
Over SLA
Billing
12.7 days
Over SLA
Created: Nov 4, 2025 Due: Dec 10, 2025 Completed: Feb 9, 2026 (60 days late)
📅
63.4 days Total Age
⏱️
39.8d in Awaiting Parts - Customer Longest Stage
🔄
18 transitions Status Changes
⚠️
32.8d over Total Delay
📦
1 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 #00540831
New Voice Message from Virtual Tech HCP - NEWARK NJ (973) 494-8552 on 11/04/2025 11:49 AM
Closed
We have been having issues with our refrigerator freezer. It is been beeping. This is the second call that I have made. Please call me at 551-220-0434.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Norma Perez
Owner
Virtual Tech
Created
Nov 4, 2025
Work Orders from this Case (2)
WO-01313010 Invoiced
Virtual Tech • Virtual Tech
Created: Nov 4, 2025 • Closed: Nov 4, 2025
WO-01313040 (current) Invoiced
Virtual Tech - Drop Shipment • Virtual Tech
Created: Nov 4, 2025 • Closed: Feb 9, 2026
Completed with significant delays
Invoiced • 282 days old
🚨
Primary Delay 39.8 days stuck in "Awaiting Parts - Customer"
⏱️
Total Delay 32.8 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
3.7d / 0.5d SLA
Awaiting Parts
18.4d / 3.0d SLA
Ready for Scheduling
0.2d / 1.0d SLA
Assigned
1.3d / 0.5d SLA
Scheduled
0.1d / 2.0d SLA
Reschedule
0.5d / 2.0d SLA
Awaiting Parts - Customer
40.3d
L2 Screening
2.3d / 1.0d SLA
L2 Review
2.0d
Closed
1.9d / 1.0d SLA
Ready to Bill
12.7d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2-4 DSR Waiting for MM to change parts status to recieved/closed to close WO.

2/3 KSmith -- Per Norma, unit has been installed already. No onsite service needed.

2/3 KSmith -- Per Norma, the freezer has arrived. Provided 2/10 as a scheduled date and am awaiting response

2/3 KSmith -- Followed up with Norma to see if the freezer has arrived

2/2 KSmith -- Norma believes a new freezer (larger) was being sent by Oak Street and has not yet arrived. Probably need L2 to reach out to customer to confirm if a new freezer has been ordered by Oak Street or if EMSAR is supposed to order the new freezer again.

1/8 KSmith -- Per Norma, the new freezer has not yet arrived

1/7 KSmith -- Followed up with Norma to see if the freezer has arrived

12/29 KSmith -- Per Norma, the new freezer has not yet arrived

12/29 KSmith -- Followed up with Norma to see if the freezer has arrived

12/18 KSmith -- Per Norma, the new fridge has not yet arrived

12/18 KSmith -- Followed up with Norma to see if new freezer has arrived

12/10 KSmith -- Norma advised she will reach out when the new freezer arrives

12/10 KSmith -- Advised Norma to let me know when the larger freezer arrives so we can schedule service to install it

12/8 KSmith -- Followed up with Norma to make sure correct freezer arrived on Friday (Tracking shows delivered on Friday)

12-4 DSR - Norma Perez emailed stating they recieved Freezer however Oak Street was sending a larger Freezer (non-standard Oak Street size). Sent email to MM Team to make sure Freezer comes back to Oak Street Depot.

12/4 KSmith -- Tracking is R and L

12/4 KSmith -- Norma advised that the wrong freezer has been delivered twice now. Norma said she will reach out upon receiving the correct freezer. Chatter to Sean on the PO to see what carrier the tracking number is for. Do not recognize it (00643911-3 WIL)

12/3 KSmith -- Sent email to schedule for 12/10

11-17 DSR Oak Street Depot =0 sent email to customer and Oak Street Team to see they can assist with freezer order.

11-17 DSR Customer reached out requesting ETA for Fridge. Sent chatter to MM Sean Weaver.

🔧 Work Performed
VT Drop ship since Customer already installed.
🔍 Technician Findings
VT Drop ship since Customer already installed.
⚠️ Problem Description
Install New Freezer from Oak Street Depot and send email to virtualtech@emsar.com for Old freezer removal from clinic. https://www.ebiotrack.com/workorder.php?wo=69471

Timeline

📞
Case Linked Nov 4, 12:50 PM
Case Number: 00540831
Subject: New Voice Message from Virtual Tech HCP - NEWARK NJ (973) 494-8552 on 11/04/2025 11:49 AM
Status: Closed
📋
3 Work Order Created Nov 4, 3:55 PM
Work Order Created → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00084743
Status: Closed
📦
Status: Awaiting Parts by Derek Reynolds
From: Entered
To: Awaiting Parts
Duration in Previous: 1m
🚨 19.0 business days
📅
Status: Ready for Scheduling by Amy Greene Dec 3, 3:00 PM
From: Awaiting Parts
To: Ready for Scheduling
Duration in Previous: 28d 23h
🔩
2x Parts Added Dec 3, 3:44 PM
Type: Parts, Expenses
Status: Open
Qty: 1
👷
2 Technician Assigned Dec 3, 4:26 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1h 26m
🗓️
2 Status: Scheduled Dec 4, 8:51 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-12-05T15:00:00.000+0000
🔄
Status: Reschedule by Kourtney Smith Dec 4, 9:50 AM
From: Scheduled
To: Reschedule
Duration in Previous: 59m
👤
Status: Awaiting Parts - Customer by Derek Reynolds Dec 4, 12:40 PM
From: Reschedule
To: Awaiting Parts - Customer
Duration in Previous: 2h 49m
🚨 40.0 business days
🆕
Status: Entered by Kourtney Smith Feb 2, 9:05 AM
From: Awaiting Parts - Customer
To: Entered
Duration in Previous: 59d 20h
📅
Status: Ready for Scheduling by Derek Reynolds Feb 3, 7:48 AM
From: Entered
To: Ready for Scheduling
Duration in Previous: 22h 42m
👷
2 Technician Assigned Feb 3, 8:19 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling, Assigned
To: Assigned, Awaiting Parts - Customer
Duration in Previous: 30m
🔄
Status: Reschedule by Kourtney Smith Feb 3, 12:06 PM
From: Awaiting Parts - Customer
To: Reschedule
Duration in Previous: 3h 46m
🆕
Status: Entered by Kourtney Smith Feb 3, 1:16 PM
From: Reschedule
To: Entered
Duration in Previous: 1h 10m
2.0 business days
✔️
3 Status: Completed Feb 4, 4:14 PM
Status: Completed → Technician Assigned → Status: Awaiting Parts
👷
Technician Assigned by Derek Reynolds
Technician: Virtual Tech
📦
Status: Awaiting Parts by Derek Reynolds
From: Assigned, Awaiting Parts
To: Awaiting Parts, L2 Screening
Duration in Previous: 1m, 0m
⏱️
Labor Added Feb 4, 4:41 PM
Type: Labor
Status: Open
Qty: 0.56666666666667
2.9 business days
👀
Status: L2 Review by Wendy Argueta Feb 6, 9:14 AM
From: L2 Screening
To: L2 Review
Duration in Previous: 1d 16h
2.0 business days
✔️
Status: Completed by Derek Reynolds Feb 9, 11:54 AM
From: L2 Review, Completed
To: Completed, Closed
Duration in Previous: 3d 2h, 0m
2.0 business days
📄
Status: Ready to Bill by Diane Patton Feb 10, 1:31 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 1h
🚨 13.0 business days
📨
Status: Invoice Pending by Diane Patton Feb 28, 1:12 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 17d 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: 18.4 business days (threshold: 3.0 business days)
Exceeded by 15.4 business days
Assigned
Duration: 1.3 business days (threshold: 4.0 business hours)
Exceeded by 6.6 business hours
Entered
Duration: 2.0 business days (threshold: 4.0 business hours)
Exceeded by 1.5 business days
Entered
Duration: 1.7 business days (threshold: 4.0 business hours)
Exceeded by 1.2 business days
L2 Screening
Duration: 2.3 business days (threshold: 1.0 business days)
Exceeded by 1.3 business days
Closed
Duration: 1.9 business days (threshold: 1.0 business days)
Exceeded by 7.1 business hours
Ready to Bill
Duration: 12.7 business days (threshold: 1.0 business days)
Exceeded by 11.7 business days

🔗 Related Artifacts

📞
Case 00540831
Closed
📦
Parts Order 00084743
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Virtual Tech - Drop Shipment
Branch
Edge
Technician
Virtual Tech
Scheduled
N/A
Created
Nov 4, 3:55 PM
Invoice #
SM-255246

Work Details (3)

Name Type Status Qty Amount Date
WL-03025219 Parts Open 1 $0.00 Dec 3, 3:44 PM
WL-03025220 Expenses Open 1 $33.88 Dec 3, 3:44 PM
WL-03091674 Labor Open 0.56666666666667 $91.93 Feb 4, 4:41 PM

Details