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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01314562 ↗ ServiceMax

Oak Street Health • SWAPOUT • PC

📍 Oak Street Health - University City PA — 37 S 40th St, Philadelphia PA, 19104

Nov 11, 2025 → Apr 1, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Nov 21, 2025
✗ SLA Missed (82 biz days late)
Active: 90 biz days
Paused: 5 biz days
🕐 Clock stopped: Completed (Apr 1, 2026)
▶ Clock Running
Status: Created
Nov 11 → Nov 11, 2025
0 business days (counted)
Running total: 0 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Nov 11 → Nov 18, 2025
5 business days (not counted)
▶ Clock Running
Status: Reschedule
Nov 18 → Nov 24, 2025
4 business days (counted)
Running total: 4 of ? biz days used
78d
▶ Clock Running
Status: On Hold
Nov 24 → Mar 20, 2026
78 business days (counted)
Running total: 82 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: 89 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 31 → Apr 1, 2026
1 business day (counted)
Running total: 90 of ? biz days used
▶ Clock Running
Status: Assigned
Apr 1 → Apr 1, 2026
0 business days (counted)
Running total: 90 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 1 → Apr 1, 2026
0 business days (counted)
Running total: 90 of ? biz days used
Created: Nov 11, 2025 Completed: Apr 1, 2026
Show SLA Clock Detail (9 periods)
Period Status Clock Biz Days Running Total
Nov 11 → Nov 11 Created ▶ Running 0 0
Nov 11 → Nov 18 Awaiting Parts ⏸ Paused 5
Nov 18 → Nov 24 Reschedule ▶ Running 4 4
Nov 24 → Mar 20 On Hold ▶ Running 78 82
Mar 20 → Mar 20 Awaiting Parts ⏸ Paused 0
Mar 20 → Mar 31 Reschedule ▶ Running 7 89
Mar 31 → Apr 1 Tech On Site ▶ Running 1 90
Apr 1 → Apr 1 Assigned ▶ Running 0 90
Apr 1 → Apr 1 Tech On Site ▶ Running 0 90
Material Management 5.3d
Holding 79.0d (excluded)
Coordinators 11.8d
Field Work 1.5d
Billing 1.0d
✗ SLA Missed
Material Management
5.3 days
Over SLA
Holding (excluded from total)
79.0 days
Coordinators
11.8 days
Over SLA
Field Work
1.5 days
Over SLA
Billing
1.0 days
Created: Nov 11, 2025 Due: Nov 21, 2025 Completed: Apr 1, 2026 (130 days late)
📅
95.0 days Total Age
⏱️
79.0d in On Hold Longest Stage
🔄
12 transitions Status Changes
⚠️
10.3d over Total Delay
📦
3 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits (2 reschedules)
2 on-site visits — follow-up trip required
👤 Self-scheduled by Samuel A Klein — scheduling delays attributed to technician, not coordinators
Visit 1 Apr 1, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00542885
Oak Street Health - 48 Hour - 115036: New Work Order Assigned
Closed
Work Order Description: Our Retinavue is not charging when plugged in. However, if I hold the connector where it attaches to the machine, it starts charging, but as soon as I let go, it stops. I tried using a different outlet but the issue remains, I have included a video to help demonstrate the problem. This is urgent, as we need to address it before it begins to affect patient care.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Florence Onyekere
Owner
Virtual Tech
Created
Nov 11, 2025
Work Orders from this Case (2)
WO-01314562 (current) Invoiced
SWAPOUT • Samuel A Klein
Created: Nov 11, 2025 • Closed: Apr 1, 2026
WO-01363062 Invoiced
Virtual Tech - Depot • Ryan Schwochow
Created: Apr 1, 2026 • Closed: Apr 30, 2026
Completed with significant delays
Invoiced • 277 days old
🚨
Primary Delay 79.0 days stuck in "On Hold"
⏱️
Total Delay 10.3 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
5.3d / 3.0d SLA
Reschedule
11.8d / 2.0d SLA
On Hold
79.0d
Tech On Site
1.5d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Completed
0.0d / 1.0d SLA
Closed
0.1d / 1.0d SLA
Ready to Bill
0.9d / 1.0d SLA
Invoice Pending
0.1d / 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 - 

11/24-RS; Sending reminder email with RL attached - On-Hold Awaiting equipment - 

🔧 Work Performed
Unit arrived into Depot. Preparing unit for Hotswap. Shipping Hot swap to site _ Welch Allyn RV700B - RetinaVue 700 Imager Visual Analyzer Asset ID#: 13254104 S/N: 700220200061 Outbound - 1Z01E3E70298355483 - Delivered - 11/20/2025 Return - 1Z01E3E79096509897 _________________________________________ Site reached out and wanted new box and return label to ship device in for repair - 20 x 14 x 14" Corrugated Box Outbound - 1Z01E3E70396147361 Delivered - 3/23/2026 Return - 1Z01E3E79092920887 Delivered - 3/30/2026
🔍 Technician Findings
Unit arrived into Depot. Accessories included was case, battery and face cup. Face cup was damaged and thrown away. Unit will need added: 1 x Facecup 1 x Charger 1 x Lens Cleaner
⚠️ Problem Description
Our Retinavue is not charging when plugged in. However, if I hold the connector where it attaches to the machine, it starts charging, but as soon as I let go, it stops. I tried using a different outlet but the issue remains, I have included a video to help demonstrate the problem. This is urgent, as we need to address it before it begins to affect patient care. Welch Allyn RV700B - RetinaVue 700 Imager Visual Analyzer Asset ID#: 6219794 S/N: 700029190079 https://www.ebiotrack.com/workorder.php?wo=69615
📄 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 Nov 11, 11:33 AM
Case Number: 00542885
Subject: Oak Street Health - 48 Hour - 115036: New Work Order Assigned
Status: Closed
📋
3 Work Order Created Nov 11, 12:27 PM
Work Order Created → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00085089
Status: Closed
📦
Status: Awaiting Parts by Wendy Argueta
From: Entered
To: Awaiting Parts
Duration in Previous: 1m
⚠️ 5.0 business days
📦
3 Parts Requested Nov 18, 4:10 PM
Parts Requested → 2x Parts Added → Status: Reschedule
🔩
2x Parts Added
Type: Parts, Expenses
Status: Open
Qty: 1
🔄
Status: Reschedule by Keith Canterbury
From: Awaiting Parts
To: Reschedule
Duration in Previous: 7d 3h
5.0 business days
⏸️
Status: On Hold by Ryan Schwochow Nov 24, 11:05 AM
From: Reschedule
To: On Hold
Duration in Previous: 5d 18h
🚨 79.0 business days
📦
2 Parts Requested Mar 20, 2:01 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Ryan Schwochow
From: On Hold
To: Awaiting Parts
Duration in Previous: 116d 1h
🔩
2 2x Parts Added Mar 20, 4:26 PM
2x Parts Added → Status: Reschedule
🔄
Status: Reschedule by Sean Weaver
From: Awaiting Parts
To: Reschedule
Duration in Previous: 2h 24m
⚠️ 7.9 business days
🔧
Status: Tech On Site by Ryan Schwochow Mar 31, 3:49 PM
From: Reschedule
To: Tech On Site
Duration in Previous: 10d 23h
⏱️
4 Labor Added Apr 1, 9:32 AM
Labor Added → Technician Assigned → Status: Assigned → Status: Tech On Site
👷
Technician Assigned by Samuel Klein
Technician: a0h6e00000IIC5hAAH, Samuel A Klein
👷
Status: Assigned by Samuel Klein
From: Tech On Site
To: Assigned
Duration in Previous: 17h 42m
🔧
Status: Tech On Site by Samuel Klein
From: Assigned, Tech On Site
To: Tech On Site, Completed
Duration in Previous: 4m, 0m
🏁
Status: Closed by Samuel Klein Apr 1, 9:39 AM
From: Completed
To: Closed
Duration in Previous: 1m
📄
Status: Ready to Bill by Diane Patton Apr 1, 10:32 AM
From: Closed
To: Ready to Bill
Duration in Previous: 53m
📨
Status: Invoice Pending by Diane Patton Apr 1, 5:30 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 6h 58m
💰
Status: Invoiced by Diane Patton Apr 1, 6:10 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 39m
🚨 67.7 business days
🧾
Invoice Created Jul 8, 4:59 PM
Invoice Number: SM-258111

Bottlenecks

Awaiting Parts
Duration: 5.0 business days (threshold: 3.0 business days)
Exceeded by 2.0 business days
Reschedule
Duration: 4.4 business days (threshold: 2.0 business days)
Exceeded by 2.4 business days
Reschedule
Duration: 7.4 business days (threshold: 2.0 business days)
Exceeded by 5.4 business days
Tech On Site
Duration: 1.5 business days (threshold: 1.0 business days)
Exceeded by 4.2 business hours

🔗 Related Artifacts

📞
Case 00542885
Closed
📦
Parts Order 00085089
Closed
📦
Parts Order 00085519
Canceled
📦
Parts Order 00093049
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
SWAPOUT
Branch
Edge
Technician
Samuel A Klein
Scheduled
N/A
Created
Nov 11, 12:27 PM
Invoice #
SM-258111

Work Details (5)

Name Type Status Qty Amount Date
WL-03011671 Parts Open 1 $0.00 Nov 18, 4:10 PM
WL-03011672 Expenses Open 1 $35.27 Nov 18, 4:10 PM
WL-03153570 Parts Open 1 $4.29 Mar 20, 4:26 PM
WL-03153571 Expenses Open 1 $31.91 Mar 20, 4:26 PM
WL-03168389 Labor Open 1 $122.57 Apr 1, 9:32 AM

Details