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WO-01328683 ↗ ServiceMax

Oak Street Health • Virtual Tech - Depot • PC

📍 Oak Street Health - Gentilly, LA — 4800 Chef Menteur Hwy, Ste A, New Orleans LA, 70126

Jan 2, 2026 → Feb 12, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Jan 16, 2026
✗ SLA Missed (12 biz days late)
Active: 22 biz days
Paused: 6 biz days
🕐 Clock stopped: Completed (Feb 12, 2026)
▶ Clock Running
Status: Created
Jan 2 → Jan 2, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Jan 2 → Jan 2, 2026
0 business days (counted)
Running total: 0 of ? biz days used
⏸6d
⏸ Clock Paused
Status: Awaiting Parts
Jan 2 → Jan 12, 2026
6 business days (not counted)
20d
▶ Clock Running
Status: On Hold
Jan 12 → Feb 10, 2026
20 business days (counted)
Running total: 20 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 10 → Feb 11, 2026
1 business day (counted)
Running total: 21 of ? biz days used
▶ Clock Running
Status: Incomplete
Feb 11 → Feb 11, 2026
0 business days (counted)
Running total: 21 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 11 → Feb 12, 2026
1 business day (counted)
Running total: 22 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 12 → Feb 12, 2026
0 business days (counted)
Running total: 22 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 12 → Feb 12, 2026
0 business days (counted)
Running total: 22 of ? biz days used
Created: Jan 2, 2026 Completed: Feb 12, 2026
Show SLA Clock Detail (9 periods)
Period Status Clock Biz Days Running Total
Jan 2 → Jan 2 Created ▶ Running 0 0
Jan 2 → Jan 2 Assigned ▶ Running 0 0
Jan 2 → Jan 12 Awaiting Parts ⏸ Paused 6
Jan 12 → Feb 10 On Hold ▶ Running 20 20
Feb 10 → Feb 11 Tech On Site ▶ Running 1 21
Feb 11 → Feb 11 Incomplete ▶ Running 0 21
Feb 11 → Feb 12 Tech On Site ▶ Running 1 22
Feb 12 → Feb 12 Assigned ▶ Running 0 22
Feb 12 → Feb 12 Tech On Site ▶ Running 0 22
Material Management 7.0d
Holding 21.0d (excluded)
Coordinators 0.0d
Field Work 3.5d
Billing 9.0d
✗ SLA Missed
Material Management
7.0 days
Over SLA
Holding (excluded from total)
21.0 days
Coordinators
0.0 days
Field Work
3.5 days
Over SLA
Billing
9.0 days
Over SLA
Created: Jan 2, 2026 Due: Jan 16, 2026 Completed: Feb 12, 2026 (26 days late)
📅
29.0 days Total Age
⏱️
21.0d in On Hold Longest Stage
🔄
10 transitions Status Changes
⚠️
14.0d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
7 lines Work Details
🚩
3 visits On-Site Trips
👤
Self-Scheduled Scheduling
🚩
3 On-Site Visits
3 on-site visits — why were multiple trips needed?
👤 Self-scheduled by Samuel A Klein — scheduling delays attributed to technician, not coordinators
Visit 1 Feb 12, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00541397
Follow up to WO-01304709
Closed
Follow up to WO-01304709 Inspection #: 30107 Asset ID: 12976166 Model: Welch Allyn - Connex Spot Monitor Notes: Failed Calibration Vital signs monitor will not power on. It also will not charge. I was able to charge another monitor with the charger from this unit, but neither charger (the one from this unit and the one from the other unit) will charge this device.Will not power on. Recommend remove from service. Reviewed service with customer, quote needed
Priority
Standard
Origin
Email
Reason
New Case
Contact
Rocio Bustillo
Owner
Virtual Tech
Created
Nov 5, 2025
Work Orders from this Case (2)
WO-01315123 Invoiced
SWAPOUT • Ryan Schwochow
Created: Nov 13, 2025 • Closed: Jan 2, 2026
WO-01328683 (current) Invoiced
Virtual Tech - Depot • Samuel A Klein
Created: Jan 2, 2026 • Closed: Feb 12, 2026
Completed with significant delays
Invoiced • 223 days old
🚨
Primary Delay 21.0 days stuck in "On Hold"
⏱️
Total Delay 14.0 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Closed
1.6d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Awaiting Parts
7.0d / 3.0d SLA
On Hold
21.0d
Tech On Site
3.5d / 1.0d SLA
Ready to Bill
9.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
Replaced Blood pressure assembly and reconnected device. Was able to pass calibration and new BP assembly fixed issue. Cleaned Device Externals Visual Inspection; Passed Battery verified good Initialize NIBP Board Completed Calibration Completed PM Completed per mfg specs *See attached service record for detailed testing results*
🔍 Technician Findings
2/12 SKLEIN - New PCB Board did not fix issue. Unit was still not able to turn on or charge. Discovered that the charging port was damaged and the port was pushed back. Replaced the charging port with one of Oak Street's used devices. (Will not charge for Charging port). This fixed issue, but unit had dead pixels on touchscreen. Touchscreen will need to be replaced too. When trying to calibrate unit, calibration was failing. Blood Pressure assembly will need to be replaced to fix calibration issue. 2/11 SKLEIN - New front panel did not fix power button issue. Issue isn't with the front panel. Issue lies with the PCB Board and will need to change parts. NEW PARTS: 1 x 105925-R (Refurbished PCB Board) 2 x Labor 3 x Shipping Needs front pwr button replaced - ordering parts
⚠️ Problem Description
Follow up to WO-01304709 - Inspection #: 30107 - Notes: Failed Calibration Vital signs monitor will not power on. It also will not charge. I was able to charge another monitor with the charger from this unit, but neither charger (the one from this unit and the one from the other unit) will charge this device. Will not power on. Welch Allyn - Connex Spot Monitor Asset ID#: 12976166 S/N: 100021422422 https://www.ebiotrack.com/workorder.php?wo=70642
📄 Description
Welch Allyn - Connex Spot Monitor 71XX Oak Street Health Consignment Equipment

Timeline

📞
Case Linked Nov 5, 2:45 PM
Case Number: 00541397
Subject: Follow up to WO-01304709
Status: Closed
🚨 38.0 business days
📋
4 Work Order Created Jan 2, 8:31 AM
Work Order Created → Status: Assigned → Parts Requested → Status: Awaiting Parts
👷
Status: Assigned by Ryan Schwochow
From: Closed
To: Assigned
Duration in Previous: 0m
📦
Parts Requested
Order: 00087568
Status: Closed
📦
Status: Awaiting Parts by Ryan Schwochow
From: Assigned
To: Awaiting Parts
Duration in Previous: 1m
⚠️ 7.0 business days
💵
2 Expenses Added Jan 12, 10:31 AM
Expenses Added → Status: On Hold
⏸️
Status: On Hold by Audrey Tharp
From: Awaiting Parts
To: On Hold
Duration in Previous: 10d 1h
🚨 21.0 business days
🔧
Status: Tech On Site by Ryan Schwochow Feb 10, 10:06 AM
From: On Hold
To: Tech On Site
Duration in Previous: 28d 23h
2.0 business days
⚠️
Status: Incomplete by Samuel Klein Feb 11, 4:04 PM
From: Tech On Site, Incomplete
To: Incomplete, Tech On Site
Duration in Previous: 1d 5h, 0m
👷
3 Technician Assigned Feb 12, 1:08 PM
Technician Assigned → Status: Assigned → 5x Parts Added
👷
Status: Assigned by Samuel Klein
From: Tech On Site, Assigned
To: Assigned, Tech On Site
Duration in Previous: 21h 2m, 0m
🔩
5x Parts Added
Type: Parts, Labor
Status: Open
Qty: 1
🔩
Parts Added Feb 12, 1:31 PM
Type: Parts
Status: Open
Qty: 1
✔️
Status: Completed by Samuel Klein Feb 12, 1:52 PM
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 44m, 0m
2.0 business days
📄
Status: Ready to Bill by Diane Patton Feb 16, 12:24 PM
From: Closed
To: Ready to Bill
Duration in Previous: 3d 22h
⚠️ 9.0 business days
📨
Status: Invoice Pending by Diane Patton Feb 28, 1:12 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 12d 0h
🧾
2 Invoice Created Feb 28, 1:18 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 5m

Bottlenecks

Awaiting Parts
Duration: 7.0 business days (threshold: 3.0 business days)
Exceeded by 4.0 business days
Tech On Site
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Tech On Site
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 2.9 business hours
Closed
Duration: 1.6 business days (threshold: 1.0 business days)
Exceeded by 5.1 business hours
Ready to Bill
Duration: 9.0 business days (threshold: 1.0 business days)
Exceeded by 8.0 business days

🔗 Related Artifacts

📞
Case 00541397
Closed
📦
Parts Order 00087568
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Virtual Tech - Depot
Branch
Edge
Technician
Samuel A Klein
Scheduled
N/A
Created
Jan 2, 8:31 AM
Invoice #
SM-255246

Work Details (7)

Name Type Status Qty Amount Date
WL-03061487 Expenses Open 1 $16.50 Jan 12, 10:31 AM
WL-03102982 Parts Open 1 $291.60 Feb 12, 1:11 PM
WL-03102983 Parts Open 1 $132.89 Feb 12, 1:11 PM
WL-03102984 Parts Open 1 $1.47 Feb 12, 1:11 PM
WL-03102985 Labor Open 1 $122.57 Feb 12, 1:11 PM
WL-03102986 Labor Open 1 $122.57 Feb 12, 1:11 PM
WL-03103027 Parts Open 1 $43.48 Feb 12, 1:31 PM

Details