Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01318763 ↗ ServiceMax

Oak Street Health • SWAPOUT • PC

📍 Oak Street Health - Pleasant Grove, TX — 1515 S. Buckner Blvd., Ste 141, Dallas TX, 75217

Dec 4, 2025 → Mar 3, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Dec 26, 2025
✗ SLA Missed (43 biz days late)
Active: 58 biz days
Paused: 1 biz days
🕐 Clock stopped: Completed (Mar 3, 2026)
▶ Clock Running
Status: Created
Dec 4 → Dec 4, 2025
0 business days (counted)
Running total: 0 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Dec 4 → Dec 5, 2025
1 business day (not counted)
▶ Clock Running
Status: Reschedule
Dec 5 → Dec 9, 2025
2 business days (counted)
Running total: 2 of ? biz days used
56d
▶ Clock Running
Status: On Hold
Dec 9 → Mar 3, 2026
56 business days (counted)
Running total: 58 of ? biz days used
▶ Clock Running
Status: Assigned
Mar 3 → Mar 3, 2026
0 business days (counted)
Running total: 58 of ? biz days used
Created: Dec 4, 2025 Completed: Mar 3, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Dec 4 → Dec 4 Created ▶ Running 0 0
Dec 4 → Dec 5 Awaiting Parts ⏸ Paused 1
Dec 5 → Dec 9 Reschedule ▶ Running 2 2
Dec 9 → Mar 3 On Hold ▶ Running 56 58
Mar 3 → Mar 3 Assigned ▶ Running 0 58
Dispatch 0.0d
Material Management 1.7d
Holding 57.0d (excluded)
Coordinators 3.0d
Field Work 0.0d
Billing 19.7d
✗ SLA Missed
Dispatch
0.0 days
Material Management
1.7 days
Holding (excluded from total)
57.0 days
Coordinators
3.0 days
Over SLA
Field Work
0.0 days
Billing
19.7 days
Over SLA
Created: Dec 4, 2025 Due: Dec 26, 2025 Completed: Mar 3, 2026 (66 days late)
📅
59.7 days Total Age
⏱️
57.0d in On Hold Longest Stage
🔄
8 transitions Status Changes
⚠️
21.0d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00548891
Oak Street Health - 48 Hour - 124672: New Work Order Assigned
Closed
Work Order Description: Retinavue machine is not functioning. we had received a replacement in the summer but the wrong device was returned and we accidentally kept the older one. May just need to be replaced.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Jazmin Flores
Owner
Virtual Tech
Created
Dec 4, 2025
Work Orders from this Case (3)
WO-01318763 (current) Invoiced
SWAPOUT • Ryan Schwochow
Created: Dec 4, 2025 • Closed: Mar 3, 2026
WO-01318773 Invoiced
Virtual Tech • Virtual Tech
Created: Dec 4, 2025 • Closed: Dec 4, 2025
WO-01355241 Invoiced
Virtual Tech - Depot • Ryan Schwochow
Created: Mar 3, 2026 • Closed: Mar 3, 2026
Completed with significant delays
Invoiced • 254 days old
🚨
Primary Delay 57.0 days stuck in "On Hold"
⏱️
Total Delay 21.0 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
1.7d / 3.0d SLA
Reschedule
3.0d / 2.0d SLA
On Hold
57.0d
Completed
0.0d / 1.0d SLA
Closed
2.5d / 1.0d SLA
Ready to Bill
19.6d / 1.0d SLA
Invoice Pending
0.1d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2/23/26-RS; Sending reminder email with RL attached - On-Hold Awaiting equipment - 

12/9-RS; Sending reminder email with RL attached - On-Hold Awaiting equipment - 

🔧 Work Performed
Shipping hot swap to site- RV700B - RetinaVue 700 Imager Visual Analyzer ASSET ID #: 13254108 SERIAL #: (21)700224200072 Outbound - 1Z01E3E70291317447 Delivery - 12/9/2025 _________ Expected back for repair: RV700B - RetinaVue 700 Imager Visual Analyzer Asset 6045529 SN 700007200001 Return - 1Z01E3E79090045050 - Shipper created a label, UPS has not received the package yet.
🔍 Technician Findings
hot swap requested
⚠️ Problem Description
Work Order Description: Retinavue machine is not functioning. we had received a replacement in the summer but the wrong device was returned and we accidentally kept the older one. May just need to be replaced. RV700B - RetinaVue 700 Imager Visual Analyzer Asset 6045529 SN 700007200001 https://www.ebiotrack.com/workorder.php?wo=70130
📄 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 Dec 4, 12:46 PM
Case Number: 00548891
Subject: Oak Street Health - 48 Hour - 124672: New Work Order Assigned
Status: Closed
📋
3 Work Order Created Dec 4, 1:42 PM
Work Order Created → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00086238
Status: Closed
📦
Status: Awaiting Parts by Wendy Argueta
From: Entered
To: Awaiting Parts
Duration in Previous: 0m
🔩
2 2x Parts Added Dec 5, 8:59 AM
2x Parts Added → Status: Reschedule
🔄
Status: Reschedule by Sean Weaver
From: Awaiting Parts
To: Reschedule
Duration in Previous: 19h 15m
3.0 business days
⏸️
Status: On Hold by Ryan Schwochow Dec 9, 10:21 AM
From: Reschedule
To: On Hold
Duration in Previous: 4d 1h
🚨 57.0 business days
⏱️
3 Labor Added Mar 3, 2:52 PM
Labor Added → Status: Assigned → Technician Assigned
👷
Status: Assigned by Ryan Schwochow
From: On Hold, Assigned
To: Assigned, Completed
Duration in Previous: 84d 4h, 0m
👷
Technician Assigned by Ryan Schwochow
Technician: Ryan Schwochow
🏁
Status: Closed by Ryan Schwochow Mar 3, 3:11 PM
From: Completed
To: Closed
Duration in Previous: 19m
3.0 business days
📄
Status: Ready to Bill by Diane Patton Mar 5, 2:26 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 23h
🚨 20.0 business days
📨
Status: Invoice Pending by Diane Patton Apr 1, 5:30 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 27d 2h
🧾
2 Invoice Created Apr 1, 6:10 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 39m

Bottlenecks

Reschedule
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days
Closed
Duration: 2.5 business days (threshold: 1.0 business days)
Exceeded by 1.5 business days
Ready to Bill
Duration: 19.6 business days (threshold: 1.0 business days)
Exceeded by 18.6 business days

🔗 Related Artifacts

📞
Case 00548891
Closed
📦
Parts Order 00086238
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
SWAPOUT
Branch
Edge
Technician
Ryan Schwochow
Scheduled
N/A
Created
Dec 4, 1:42 PM
Invoice #
SM-258111

Work Details (3)

Name Type Status Qty Amount Date
WL-03027657 Parts Open 1 $0.00 Dec 5, 8:59 AM
WL-03027658 Expenses Open 1 $56.96 Dec 5, 8:59 AM
WL-03128070 Labor Open 1 $122.57 Mar 3, 2:52 PM

Details