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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01328017 ↗ ServiceMax

HIGI LLC • Installation • PC

📍 Publix 1861 — 1295 South Missouri Ave, Clearwater FL, 33756

Dec 24, 2025 → Feb 12, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Feb 12, 2026
✓ SLA Met
Active: 21 biz days
Paused: 12 biz days
🕐 Clock stopped: Completed (Feb 12, 2026)
▶ Clock Running
Status: Created
Dec 24 → Dec 24, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: L2 Screening
Dec 24 → Dec 24, 2025
0 business days (counted)
Running total: 0 of ? biz days used
⏸12d
⏸ Clock Paused
Status: Awaiting Parts
Dec 24 → Jan 13, 2026
12 business days (not counted)
13d
▶ Clock Running
Status: Production
Jan 13 → Feb 2, 2026
13 business days (counted)
Running total: 13 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 2 → Feb 2, 2026
0 business days (counted)
Running total: 13 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 2 → Feb 2, 2026
0 business days (counted)
Running total: 13 of ? biz days used
▶ Clock Running
Status: Scheduled
Feb 2 → Feb 5, 2026
3 business days (counted)
Running total: 16 of ? biz days used
▶ Clock Running
Status: Entered
Feb 5 → Feb 5, 2026
0 business days (counted)
Running total: 16 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 5 → Feb 5, 2026
0 business days (counted)
Running total: 16 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 5 → Feb 5, 2026
0 business days (counted)
Running total: 16 of ? biz days used
▶ Clock Running
Status: Accepted
Feb 5 → Feb 5, 2026
0 business days (counted)
Running total: 16 of ? biz days used
4d
▶ Clock Running
Status: Scheduled
Feb 5 → Feb 11, 2026
4 business days (counted)
Running total: 20 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 11 → Feb 12, 2026
1 business day (counted)
Running total: 21 of ? biz days used
Created: Dec 24, 2025 Completed: Feb 12, 2026
Show SLA Clock Detail (13 periods)
Period Status Clock Biz Days Running Total
Dec 24 → Dec 24 Created ▶ Running 0 0
Dec 24 → Dec 24 L2 Screening ▶ Running 0 0
Dec 24 → Jan 13 Awaiting Parts ⏸ Paused 12
Jan 13 → Feb 2 Production ▶ Running 13 13
Feb 2 → Feb 2 Ready for Scheduling ▶ Running 0 13
Feb 2 → Feb 2 Assigned ▶ Running 0 13
Feb 2 → Feb 5 Scheduled ▶ Running 3 16
Feb 5 → Feb 5 Entered ▶ Running 0 16
Feb 5 → Feb 5 Ready for Scheduling ▶ Running 0 16
Feb 5 → Feb 5 Assigned ▶ Running 0 16
Feb 5 → Feb 5 Accepted ▶ Running 0 16
Feb 5 → Feb 11 Scheduled ▶ Running 4 20
Feb 11 → Feb 12 Tech On Site ▶ Running 1 21
Dispatch 14.0d
Material Management 13.0d
Coordinators 8.6d
Field Work 2.0d
Billing 26.4d
✓ SLA Met
Dispatch
14.0 days
Over SLA
Material Management
13.0 days
Over SLA
Coordinators
8.6 days
Over SLA
Field Work
2.0 days
Over SLA
Billing
26.4 days
Over SLA
Created: Dec 24, 2025 Due: Feb 12, 2026 Completed: Feb 12, 2026 (on time)
📅
34.0 days Total Age
⏱️
24.0d in Ready to Bill Longest Stage
🔄
16 transitions Status Changes
⚠️
55.8d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
2 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00553938
sent Page an email asking to confirm the delivery date 12/23
Closed
Jacob Henson (off-site) cell 727-296-4950 Use a 2014 refurbished unit. Delivery is standard retail Dock to Dock. Grand Opening 2/19/26 Refer to HWI-0022 Publix Convert to WIFI process. Open Publix Network, so no password required. Ship Date: Delivery Date: 2/10/2025 Installation Date: 2/11/2025 Additional Info or special requirements Link to the Work Instruction, required checklist on page 5 https://emsar-portal1.sharepoint.com/SOPs%20and%20Work%20Instructions/Forms/AllItems.aspx?id=%2FSOPs%20and%20Work%20Instructions%2FHigi%20%26%20Legacy%20Kiosk%20Group%2FHigi%20Green%2FWI%2DST%2D345%20Higi%20Green%20Installation%20Process%2Epdf&parent=%2FSOPs%20and%20Work%20Instructions%2FHigi%20%26%20Legacy%20Kiosk%20Group%2FHigi%20Green&p=true&ct=1724684970563&or=Teams%2DHL&ga=1 Technician MUST check out with a call to EMSAR’s Tech Support **IMPORTANT** Immediately upon accepting this installation/relocation work order, the Coordinator shall contact the site to make them aware of the installation date and approximate time for the installation. If the coordinator is unable to make contact, notify EMSAR account manager so HIGI can provide us with an alternate contact name and number. Verification of delivery will be recorded in the problem description once delivered by the logistics coordinator. Use this password to access the kiosk: miker0me0g0lfech0 Important: Check in upon arrival via WO button or Coordinator before you begin working on the kiosk. You must check out with Technical Support after install to verify in the portal that the kiosk is online, PC is deployed and operational Call 931-284-4999 and follow the prompts. Our Level II Support team must first verify the errors in the customer portal. Be prepared to give the Work Order number. Support Hours are Monday- Friday from 8:00 AM EST until 8:00 PM EST. WI-ST-345 Higi Green Installation Process.pdf"
Priority
High
Origin
Client Form
Reason
New Case
Contact
N/A
Owner
Jessica Sells
Created
Dec 23, 2025
Work Orders from this Case (1)
WO-01328017 (current) Invoiced
Installation • Work Market
Created: Dec 24, 2025 • Closed: Feb 12, 2026
Completed with significant delays
Invoiced • 232 days old
🚨
Primary Delay 24.0 days stuck in "Ready to Bill"
⏱️
Total Delay 55.8 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
L2 Screening
0.1d / 1.0d SLA
Awaiting Parts
13.0d / 3.0d SLA
Production
13.9d / 2.0d SLA
Ready for Scheduling
0.3d / 1.0d SLA
Scheduled
8.0d / 2.0d SLA
Assigned
0.2d / 0.5d SLA
Accepted
0.0d
Tech On Site
2.0d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
7.9d / 1.0d SLA
WO Correction Needed
2.0d
Ready to Bill
24.0d / 1.0d SLA
Invoice Pending
0.4d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2.18.26 hshaw - missing Kiosk ID# on the Installation checklist

2/5/25 AJinerson - Discussed w/ tech sup and was informed that EMSAR tech no longer available to service install due to still working on project and not to be pulled from project. This will need to go to WM. Returning to Dispatch to clear tech name and reassign to WM.


2/2/26 AJinerson - Called and confirmed with Jacob Henson to schedule tech visit for install on Weds. 2/11 with eta between 10am-12pm. 


Ready Date 2/5/2026 BA

🔧 Work Performed
Installed power cord, booted and tested. Left key and documentation at Pharmacy POS. No staff onsite
🔍 Technician Findings
Unit had been unpacked and was powered down
⚠️ Problem Description
Special Instructions: Jacob Henson (off-site) cell 727-296-4950 Use a 2014 refurbished unit. Delivery is standard retail Dock to Dock. Grand Opening 2/19/26 Refer to HWI-0022 Publix Convert to WIFI process. Open Publix Network, so no password required. Jacob Henson (off-site) cell 727-296-4950 Use a 2014 refurbished unit. Delivery is standard retail Dock to Dock. Grand Opening 2/19/26 Refer to HWI-0022 Publix Convert to WIFI process. Open Publix Network, so no password required. Ship Date: Delivery Date: 2/10/2025 Installation Date: 2/11/2025 Additional Info or special requirements Link to the Work Instruction, required checklist on page 5 https://emsar-portal1.sharepoint.com/SOPs%20and%20Work%20Instructions/Forms/AllItems.aspx?id=%2FSOPs%20and%20Work%20Instructions%2FHigi%20%26%20Legacy%20Kiosk%20Group%2FHigi%20Green%2FWI%2DST%2D345%20Higi%20Green%20Installation%20Process%2Epdf&parent=%2FSOPs%20and%20Work%20Instructions%2FHigi%20%26%20Legacy%20Kiosk%20Group%2FHigi%20Green&p=true&ct=1724684970563&or=Teams%2DHL&ga=1 Technician MUST check out with a call to EMSAR’s Tech Support **IMPORTANT** Immediately upon accepting this installation/relocation work order, the Coordinator shall contact the site to make them aware of the installation date and approximate time for the installation. If the coordinator is unable to make contact, notify EMSAR account manager so HIGI can provide us with an alternate contact name and number. Verification of delivery will be recorded in the problem description once delivered by the logistics coordinator. Use this password to access the kiosk: miker0me0g0lfech0 Important: Check in upon arrival via WO button or Coordinator before you begin working on the kiosk. You must check out with Technical Support after install to verify in the portal that the kiosk is online, PC is deployed and operational Call 931-284-4999 and follow the prompts. Our Level II Support team must first verify the errors in the customer portal. Be prepared to give the Work Order number. Support Hours are Monday- Friday from 8:00 AM EST until 8:00 PM EST. WI-ST-345 Higi Green Installation Process.pdf"
📄 Description
Higi Green Kiosk with a Wifi Installed and Storm Key pad

Timeline

📞
Case Linked Dec 23, 2:46 PM
Case Number: 00553938
Subject: sent Page an email asking to confirm the delivery date 12/23
Status: Closed
📋
2 Work Order Created Dec 24, 10:22 AM
Work Order Created → Status: L2 Screening
🔍
Status: L2 Screening by Jessica Sells
From: Entered
To: L2 Screening
Duration in Previous: 0m
📦
2 Parts Requested Dec 24, 11:13 AM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Emmanuel Morales
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 51m
🚨 13.0 business days
🏭
Status: Production by Bryan Allphin Jan 13, 11:50 AM
From: Awaiting Parts
To: Production
Duration in Previous: 20d 0h
🚨 14.0 business days
📅
Status: Ready for Scheduling by Bryan Allphin Feb 2, 11:39 AM
From: Production
To: Ready for Scheduling
Duration in Previous: 19d 23h
👷
3 Technician Assigned Feb 2, 2:01 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Abby Jinerson
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 2h 21m, 0m
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2026-02-11T15:00:00.000+0000
4.0 business days
🆕
2 Status: Entered Feb 5, 1:41 PM
Status: Entered → Technician Assigned
👷
Technician Assigned by Abby Jinerson
Technician: Work Market
📋
3 Status: Accepted Feb 5, 3:37 PM
Status: Accepted → Status: Scheduled → Dispatch Scheduled
🗓️
Status: Scheduled by Jessica Foley
From: Accepted
To: Scheduled
Duration in Previous: 1m
📅
Dispatch Scheduled by Jessica Foley
Scheduled For: 2026-02-11T13:00:00.000+0000
⚠️ 5.0 business days
🔧
Status: Tech On Site by Workmarket Integration Feb 11, 10:41 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 5d 19h
2.0 business days
✔️
3 Status: Completed Feb 12, 12:49 PM
Status: Completed → Expenses Added → Status: Closed
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
🏁
Status: Closed by Jessica Foley
From: Completed
To: Closed
Duration in Previous: 3m
3.1 business days
⏱️
Labor Added Feb 18, 12:43 AM
Type: Labor
Status: Open
Qty: N/A
✏️
Status: WO Correction Needed by Hannah Shaw Feb 18, 12:48 AM
From: Closed
To: WO Correction Needed
Duration in Previous: 5d 11h
2.0 business days
🏁
Status: Closed by Jessica Foley Feb 19, 1:01 PM
From: WO Correction Needed
To: Closed
Duration in Previous: 1d 12h
4.0 business days
📄
Status: Ready to Bill by Hannah Shaw Feb 25, 12:15 AM
From: Closed
To: Ready to Bill
Duration in Previous: 5d 11h
🚨 24.0 business days
📨
Status: Invoice Pending by Hannah Shaw Mar 30, 3:08 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 33d 13h
💰
2 Status: Invoiced Mar 30, 6:11 PM
Status: Invoiced → Invoice Created
🧾
Invoice Created
Invoice Number: SM-257814

Bottlenecks

Awaiting Parts
Duration: 13.0 business days (threshold: 3.0 business days)
Exceeded by 10.0 business days
Production
Duration: 13.9 business days (threshold: 2.0 business days)
Exceeded by 11.9 business days
Scheduled
Duration: 3.6 business days (threshold: 2.0 business days)
Exceeded by 1.6 business days
Scheduled
Duration: 4.4 business days (threshold: 2.0 business days)
Exceeded by 2.4 business days
Tech On Site
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Closed
Duration: 3.5 business days (threshold: 1.0 business days)
Exceeded by 2.5 business days
Closed
Duration: 4.4 business days (threshold: 1.0 business days)
Exceeded by 3.4 business days
Ready to Bill
Duration: 24.0 business days (threshold: 1.0 business days)
Exceeded by 23.0 business days

🔗 Related Artifacts

📞
Case 00553938
Closed
📦
Parts Order 00087279
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
N/A
Technician
Work Market
Scheduled
Feb 11, 8:00 AM
Created
Dec 24, 10:22 AM
Invoice #
SM-257814

Work Details (2)

Name Type Status Qty Amount Date
WL-03102959 Expenses Open 1 $0.00 Feb 12, 12:50 PM
WL-03109871 Labor Open - $219.91 Feb 18, 12:43 AM

Details