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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01326816 ↗ ServiceMax

HCA Urgent Care • Depot • PSM

📍 CareNow - Glade/Grapevine — 5301 William D. Tate, Grapevine TX, 76051

Dec 16, 2025 → Jun 29, 2026

✅ Completed
PSM
SLA Clock
Last business day of December 2025 · Target: Dec 31, 2025
✗ SLA Missed (120 biz days late)
Active: 131 biz days
Paused: 2 biz days
🕐 Clock stopped: Invoiced (Jun 29, 2026)
▶ Clock Running
Status: Created
Dec 16 → Dec 16, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Dec 16 → Dec 16, 2025
0 business days (counted)
Running total: 0 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Dec 16 → Dec 17, 2025
1 business day (not counted)
▶ Clock Running
Status: Reschedule
Dec 17 → Dec 31, 2025
9 business days (counted)
Running total: 9 of ? biz days used
37d
▶ Clock Running
Status: On Hold
Dec 31 → Feb 25, 2026
37 business days (counted)
Running total: 46 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 25 → Feb 25, 2026
0 business days (counted)
Running total: 46 of ? biz days used
▶ Clock Running
Status: On Hold
Feb 25 → Feb 25, 2026
0 business days (counted)
Running total: 46 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Feb 25 → Feb 26, 2026
1 business day (not counted)
▶ Clock Running
Status: Reschedule
Feb 26 → Mar 12, 2026
10 business days (counted)
Running total: 56 of ? biz days used
75d
▶ Clock Running
Status: On Hold
Mar 12 → Jun 29, 2026
75 business days (counted)
Running total: 131 of ? biz days used
▶ Clock Running
Status: Closed
Jun 29 → Jun 29, 2026
0 business days (counted)
Running total: 131 of ? biz days used
Created: Dec 16, 2025 Invoiced: Jun 29, 2026
Show SLA Clock Detail (11 periods)
Period Status Clock Biz Days Running Total
Dec 16 → Dec 16 Created ▶ Running 0 0
Dec 16 → Dec 16 Assigned ▶ Running 0 0
Dec 16 → Dec 17 Awaiting Parts ⏸ Paused 1
Dec 17 → Dec 31 Reschedule ▶ Running 9 9
Dec 31 → Feb 25 On Hold ▶ Running 37 46
Feb 25 → Feb 25 Assigned ▶ Running 0 46
Feb 25 → Feb 25 On Hold ▶ Running 0 46
Feb 25 → Feb 26 Awaiting Parts ⏸ Paused 1
Feb 26 → Mar 12 Reschedule ▶ Running 10 56
Mar 12 → Jun 29 On Hold ▶ Running 75 131
Jun 29 → Jun 29 Closed ▶ Running 0 131
Dispatch 0.0d
Material Management 2.8d
Holding 113.6d (excluded)
Coordinators 20.9d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Material Management
2.8 days
Holding (excluded from total)
113.6 days
Coordinators
20.9 days
Over SLA
Billing
0.0 days
Created: Dec 16, 2025 Due: Mar 31, 2026 Completed: Jun 29, 2026 (89 days late)
📅
133.6 days Total Age
⏱️
75.5d in On Hold Longest Stage
🔄
12 transitions Status Changes
⚠️
19.4d over Total Delay
📦
2 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00551686
Follow up to WO-01310939 * No quote needed per SMC
Closed
Follow up to WO-01310939 Inspection #: 30796 Asset ID: 19083407 Serial #: 6808505 Model: BURTON MEDICAL - UV502 Notes: Failed Calibration Recommended Device Replacement Noticeable physical damage on device Follow-up required. Reviewed service with customer, quote needed. Unit power chord has a torn outer jacket with exposed wires. Unit will need a new power chord and will need to be soldered on by Emsar Repair Depot. Customer will need a box and return shipping label to ship the unit to the Emsar Depot. Reviewed with site manager and they are ok with the repair. Repair in depot 1 hr labor 1x- RPC260 3x shipping @28
Priority
High
Origin
Email
Reason
New Case
Contact
Sasha Fernandez
Owner
Sherry Reich
Created
Dec 15, 2025
Work Orders from this Case (1)
WO-01326816 (current) Invoiced
Depot • Ryan Schwochow
Created: Dec 16, 2025 • Closed: Jun 29, 2026
Completed with significant delays
Invoiced • 242 days old
🚨
Primary Delay 75.5 days stuck in "On Hold"
⏱️
Total Delay 19.4 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
Assigned
0.4d / 0.5d SLA
Awaiting Parts
2.8d / 3.0d SLA
Reschedule
20.4d / 2.0d SLA
On Hold
113.6d
Closed
4.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

03/12-RS: Depot box shipped/delivered to site - Sending reminder - On-Hold - Awaitng Equipment 

02/25/2026 SRobinson- Added quote from 00571583 to WO.

2/24/26-RS; Sending reminder email with RL attached - On-Hold Awaiting equipment - 

12/31-RS; Sending reminder email with RL attached - On-Hold Awaiting equipment - 

🔧 Work Performed
2nd set of depot shipping material sent to site - 1st set was disposed by location and site requested new 12 x 12 x 12" Corrugated Boxes Outbound 1Z01E3E70394713083 Delivered 3/2/2026 Return 1Z01E3E79091260691 Shipper created a label, UPS has not received the package yet. ______________________________ 1st set of depot shipping material 12 x 12 x 12" Corrugated Box Outbound: 1Z01E3E70390525632 - Delivered - 12/19/2025 Return: 1Z01E3E79097021965 - Shipper created a label, UPS has not received the package yet.
🔍 Technician Findings
Service quoted under Q-00032778 Shipping materials sent to site
⚠️ Problem Description
Q-00032778 Follow up to WO-01310939 Inspection #: 30796 Asset ID: 19083407 Serial #: 6808505 Model: BURTON MEDICAL - UV502 Notes: Failed Calibration Recommended Device Replacement Noticeable physical damage on device Follow-up required. Reviewed service with customer, quote needed. Unit power chord has a torn outer jacket with exposed wires. Unit will need a new power chord and will need to be soldered on by Emsar Repair Depot. Customer will need a box and return shipping label to ship the unit to the Emsar Depot. Reviewed with site manager and they are ok with the repair. Repair in depot https://www.ebiotrack.com/workorder.php?wo=70412

Timeline

📞
Case Linked Dec 15, 11:39 AM
Case Number: 00551686
Subject: Follow up to WO-01310939 * No quote needed per SMC
Status: Closed
2.0 business days
📋
3 Work Order Created Dec 16, 2:27 PM
Work Order Created → Technician Assigned → Status: Assigned
👷
Technician Assigned by Sherry Reich
Technician: Ryan Schwochow
👷
Status: Assigned by Sherry Reich
From: Entered
To: Assigned
Duration in Previous: 0m
📦
2 Parts Requested Dec 16, 3:24 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Ryan Schwochow
From: Assigned
To: Awaiting Parts
Duration in Previous: 55m
2.0 business days
🔩
2 2x Parts Added Dec 17, 3:29 PM
2x Parts Added → Status: Reschedule
🔄
Status: Reschedule by Audrey Tharp
From: Awaiting Parts
To: Reschedule
Duration in Previous: 1d 0h
🚨 10.0 business days
⏸️
Status: On Hold by Ryan Schwochow Dec 31, 9:13 AM
From: Reschedule
To: On Hold
Duration in Previous: 13d 17h
🚨 38.0 business days
👷
2 Technician Assigned Feb 25, 1:24 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Shelby Robinson
From: On Hold
To: Assigned
Duration in Previous: 56d 4h
⏸️
3 Status: On Hold Feb 25, 3:49 PM
Status: On Hold → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00091089
Status: Closed
📦
Status: Awaiting Parts by Ryan Schwochow
From: On Hold
To: Awaiting Parts
Duration in Previous: 1m
🔩
2 2x Parts Added Feb 26, 8:57 AM
2x Parts Added → Status: Reschedule
🔄
Status: Reschedule by Sean Weaver
From: Awaiting Parts
To: Reschedule
Duration in Previous: 17h 7m
🚨 11.0 business days
⏸️
Status: On Hold by Ryan Schwochow Mar 12, 3:36 PM
From: Reschedule
To: On Hold
Duration in Previous: 14d 5h
🚨 76.0 business days
⏱️
2 Labor Added Jun 29, 10:47 AM
Labor Added → Status: Closed
🏁
Status: Closed by Ryan Schwochow
From: On Hold
To: Closed
Duration in Previous: 108d 19h
4.0 business days
📄
2 Status: Ready to Bill Jul 2, 9:01 AM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
🚨 13.0 business days
🧾
Invoice Created Jul 21, 10:56 AM
Invoice Number: SM-266246

Bottlenecks

Reschedule
Duration: 9.4 business days (threshold: 2.0 business days)
Exceeded by 7.4 business days
Reschedule
Duration: 11.0 business days (threshold: 2.0 business days)
Exceeded by 9.0 business days
Closed
Duration: 4.0 business days (threshold: 1.0 business days)
Exceeded by 3.0 business days

🔗 Related Artifacts

📞
Case 00551686
Closed
📦
Parts Order 00086845
Closed
📦
Parts Order 00091089
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Depot
Branch
Edge
Technician
Ryan Schwochow
Scheduled
N/A
Created
Dec 16, 2:27 PM
Invoice #
SM-266246

Work Details (5)

Name Type Status Qty Amount Date
WL-03040802 Parts Open 1 $1.47 Dec 17, 3:29 PM
WL-03040803 Expenses Open 1 $30.52 Dec 17, 3:29 PM
WL-03120851 Parts Open 1 $1.47 Feb 26, 8:57 AM
WL-03120852 Expenses Open 1 $33.93 Feb 26, 8:57 AM
WL-03277243 Labor Open 0.25 $37.25 Jun 29, 10:47 AM

Details