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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01315280 ↗ ServiceMax

Oak Street Health • Removal • P3

📍 Oak Street Health - Columbus — 4561 River Road Suite A, Columbus GA, 31904

Nov 14, 2025 → Nov 17, 2025

✅ Completed
P3 3 business days from creation
Target: Nov 19, 2025
🕐 Clock stopped: Completed (Nov 17)
✓ SLA Met (1d early)
Dispatch 0.0d
Coordinators 2.3d
Billing 11.6d
✓ SLA Met
Dispatch
0.0 days
Coordinators
2.3 days
Billing
11.6 days
Over SLA
Created: Nov 14, 2025 Due: Nov 19, 2025 Completed: Nov 17, 2025 (2 days early)
📅
2.0 days Total Age
⏱️
9.0d in Ready to Bill Longest Stage
🔄
7 transitions Status Changes
⚠️
10.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
1 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00539738
Oak Street Health - 3 Days - 110248: New Work Order Assigned
Closed
Work Order #110248 Work Order Description: Ekg and stand needs to be removed from the office. It was ordered over 3 months ago and can't be returned. Can someone come and pick up the 2 boxes asap? pick up device and return to depot
Priority
Standard
Origin
Email
Reason
New Case
Contact
Andrea J Coleman
Owner
Virtual Tech
Created
Oct 30, 2025
Work Orders from this Case (2)
WO-01315280 (current) Invoiced
Removal • Kenneth Lancara
Created: Nov 14, 2025 • Closed: Nov 17, 2025
WO-01324566 Invoiced
Depot • Ryan Schwochow
Created: Dec 9, 2025 • Closed: Dec 29, 2025
Completed with significant delays
Invoiced • 181 days old
🚨
Primary Delay 9.0 days stuck in "Ready to Bill"
⏱️
Total Delay 10.1 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
Ready for Scheduling
0.6d / 1.0d SLA
Assigned
0.4d / 0.5d SLA
Scheduled
1.3d / 2.0d SLA
Closed
2.5d / 1.0d SLA
Ready to Bill
9.0d / 1.0d SLA
Invoice Pending
2.6d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/14/25 AJinerson - Received call back from POC Andrea confirming tech visit for Monday, 11/17 anytime between 9am-3pm. (site is open 9am-5pm)

Onsite contact: Breanna Johnson

Parts location: in practice manager's office 

Arrival instructions: They are located/connected to a CVS.  


11/14/25 AJinerson - Called site direct number at (706) 447-9320. Operator took my name/number and messaged Andrea to call us to schedule. 


11/14/25 AJinerson - Called POC number listed, 2nd time to check. Number has been disconnected. 

11/14/25 AJinerson - Called POC. Number has been disconnected. 

11/14/25 AJinerson - Discussed w/ tech sup and confirmed assigning to nearest tech KLancara to assist w/ this on Monday, 11/17. Checking w/ FSE to see what time he is available to visit. (FSE is a GE/self scheduler).

🔧 Work Performed
picked up 2 boxes ( EKG and stand) and secured it until shipping label is provided for return to Depot
🔍 Technician Findings
picked up 2 boxes ( EKG and stand) and secured it until shipping label is provided for return to Depot
⚠️ Problem Description
Work Order #110248 Work Order Description: Ekg and stand needs to be removed from the office. It was ordered over 3 months ago and can't be returned. Can someone come and pick up the 2 boxes asap? pick up device and return to depot

Timeline

📞
Case Linked Oct 30, 2:16 PM
Case Number: 00539738
Subject: Oak Street Health - 3 Days - 110248: New Work Order Assigned
Status: Closed
🚨 12.0 business days
📋
2 Work Order Created Nov 14, 8:40 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Wendy Argueta
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Nov 14, 1:32 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Abby Jinerson
From: Ready for Scheduling
To: Assigned
Duration in Previous: 4h 51m
🗓️
2 Status: Scheduled Nov 14, 4:28 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2025-11-17T14:00:00.000+0000
1.9 business days
⏱️
2 Labor Added Nov 17, 3:22 PM
Labor Added → Status: Completed
✔️
Status: Completed by Kenneth Lancara
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 2d 22h, 0m
3.0 business days
📄
Status: Ready to Bill by Diane Patton Nov 19, 9:53 AM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 18h
⚠️ 9.0 business days
📨
Status: Invoice Pending by Diane Patton Dec 1, 1:49 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 12d 3h
3.0 business days
🧾
2 Invoice Created Dec 3, 9:30 AM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1d 19h

Bottlenecks

Closed
Duration: 2.5 business days (threshold: 1.0 business days)
Exceeded by 1.5 business days
Ready to Bill
Duration: 9.0 business days (threshold: 1.0 business days)
Exceeded by 8.0 business days
Invoice Pending
Duration: 2.6 business days (threshold: 2.0 business days)
Exceeded by 5.2 business hours

🔗 Related Artifacts

📞
Case 00539738
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Removal
Branch
Edge
Technician
Kenneth Lancara
Scheduled
Nov 17, 9:00 AM
Created
Nov 14, 8:40 AM
Invoice #
SM-247862

Work Details (1)

Name Type Status Qty Amount Date
WL-03010107 Labor Open 1 $61.80 Nov 17, 3:22 PM

Details