Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01333062 ↗ ServiceMax

Wellpath LLC • Repair • P3

📍 Juvenile Detention Center (JDF) #0178 — 11260 B Ave, Auburn CA, 95603

Jan 7, 2026 → Apr 28, 2026

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Jan 12, 2026
✗ SLA Missed (31 biz days late)
Active: 34 biz days
Paused: 43 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Apr 28, 2026)
SLA Target
▶ Clock Running
Status: Created
Jan 7 → Jan 7, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: L2 Screening
Jan 7 → Jan 7, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
⏸32d
⏸ Clock Paused
Status: Awaiting Parts
Jan 7 → Feb 24, 2026
32 business days (not counted)
▶ Clock Running
Status: Reschedule
Feb 24 → Feb 27, 2026
3 business days (counted)
Running total: 3 of 3 biz days used
▶ Clock Running
Status: Assigned
Feb 27 → Mar 4, 2026
3 business days (counted)
Running total: 6 of 3 biz days used
▶ Clock Running
Status: Scheduled
Mar 4 → Mar 5, 2026
1 business day (counted)
Running total: 7 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Mar 5 → Mar 5, 2026
0 business days (counted)
Running total: 7 of 3 biz days used
⏸11d
⏸ Clock Paused
Status: Awaiting Parts
Mar 5 → Mar 20, 2026
11 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
Mar 20 → Mar 29, 2026
5 business days (counted)
Running total: 12 of 3 biz days used
▶ Clock Running
Status: Entered
Mar 29 → Mar 29, 2026
0 business days (counted)
Running total: 12 of 3 biz days used
17d
▶ Clock Running
Status: Assigned
Mar 29 → Apr 21, 2026
17 business days (counted)
Running total: 29 of 3 biz days used
▶ Clock Running
Status: Scheduled
Apr 21 → Apr 28, 2026
5 business days (counted)
Running total: 34 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Apr 28 → Apr 28, 2026
0 business days (counted)
Running total: 34 of 3 biz days used
Created: Jan 7, 2026 Completed: Apr 28, 2026
Business Days Used 34 / 3
0 3d budget +31d over
Show SLA Clock Detail (13 periods)
Period Status Clock Biz Days Running Total
Jan 7 → Jan 7 Created ▶ Running 0 0 / 3
Jan 7 → Jan 7 L2 Screening ▶ Running 0 0 / 3
Jan 7 → Feb 24 Awaiting Parts ⏸ Paused 32
Feb 24 → Feb 27 Reschedule ▶ Running 3 3 / 3
Feb 27 → Mar 4 Assigned ▶ Running 3 6 / 3
Mar 4 → Mar 5 Scheduled ▶ Running 1 7 / 3
Mar 5 → Mar 5 Tech On Site ▶ Running 0 7 / 3
Mar 5 → Mar 20 Awaiting Parts ⏸ Paused 11
Mar 20 → Mar 29 Ready for Scheduling ▶ Running 5 12 / 3
Mar 29 → Mar 29 Entered ▶ Running 0 12 / 3
Mar 29 → Apr 21 Assigned ▶ Running 17 29 / 3
Apr 21 → Apr 28 Scheduled ▶ Running 5 34 / 3
Apr 28 → Apr 28 Tech On Site ▶ Running 0 34 / 3
Dispatch 0.0d
Material Management 44.5d
Coordinators 37.3d
Field Work 1.1d
Billing 3.0d
✗ SLA Missed
Dispatch
0.0 days
Material Management
44.5 days
Over SLA
Coordinators
37.3 days
Over SLA
Field Work
1.1 days
Billing
3.0 days
Over SLA
Created: Jan 7, 2026 Due: Mar 30, 2026 Completed: Apr 29, 2026 (29 days late)
📅
78.1 days Total Age
⏱️
33.0d in Awaiting Parts Longest Stage
🔄
16 transitions Status Changes
⚠️
72.1d over Total Delay
📦
2 orders, 0 quotes Parts & Quotes
📝
13 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits (1 reschedule)
2 on-site visits — follow-up trip required
👤 Self-scheduled by Angel Rios — scheduling delays attributed to technician, not coordinators
Visit 1 Mar 5, 2026
Visit 2 Apr 28, 2026

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00551463
Follow up to WO-01316114
Closed
Q-00031873 Follow up to WO-01316114 Inspection #: 31273 Asset ID: 13271922 Serial #: N/A Model: TBD - on Notes: Verified that the otoscope does not power on. Inspection shows the bulb is missing, which is likely the cause. I searched for the bulb part number for this Welch Allyn 728 otoscope and I got \"WW-5XLG-1\",Will not power on. Follow-up required. Reviewed service with customer, quote needed Part needed 1 light bulb, 03400-U
Priority
Standard
Origin
Email
Reason
New Case
Contact
Bradley Patereau
Owner
Sherry Reich
Created
Dec 12, 2025
Work Orders from this Case (1)
WO-01333062 (current) Invoiced
Repair • Angel Rios
Created: Jan 7, 2026 • Closed: Apr 28, 2026
Completed with significant delays
Invoiced • 218 days old
🚨
Primary Delay 33.0 days stuck in "Awaiting Parts"
⏱️
Total Delay 72.1 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
L2 Screening
0.0d / 1.0d SLA
Awaiting Parts
44.5d / 3.0d SLA
Reschedule
4.0d / 2.0d SLA
Assigned
20.2d / 0.5d SLA
Scheduled
7.4d / 2.0d SLA
Tech On Site
0.3d / 1.0d SLA
Ready for Scheduling
5.7d / 1.0d SLA
Completed
0.8d / 1.0d SLA
Closed
3.0d / 1.0d SLA
Ready to Bill
3.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

5/5/26 DPatton - submitted invoice through wellpath portal

CONFIRMED


04/21/2026 LHill-rec'd email from Bradley-The date should be fine. Dimitri will be here, if not another nurse will be onsite. Medical will be notified once they are on site and the technician will be escorted to medical where the repairs can happen. The parts that were ordered are in the pharmacy. The nurse will have access and will provide the part that was delivered. Repairs will happen in the medical offices. If there are any other questions please let me know.

See logged email.


04/21/2026 LHill-sent email to Bradley & Nursing TEam-Let me know if 04/28 is good to schedule this repair. If so, please answer a few questions below:


  • Are there any requirements for the technician to access the site? (credentialing, safety training, escorts, badges, PPE, etc.)
  • Where will the technician be able to locate the parts onsite?
  • Who will be then onsite POC for that day?

See logged email.


04/20/2026 LHill-rec'd email from Bradley-Okay, sounds good,

I have attached my onsite nursing team to assist with scheduling this.

Dimitri/Jeromy, on 4/28/26, can you meet Laura for otoscope repair between 8 and 10am?

Thank you. 


04/20/2026 LHill-sent email to Bradley-We currently have availability on 4/28/2026 with an arrival window between 8am and 10am. Please let us know if this works for you, or if another date or time would be more convenient.


3-31 Mburris email sent to Bradley Patereau looking for 4-7 10am


3/30/26 RBerry- Chattered: @Angel Rios​ The initial inspection for this piece of equipment was completed at 2775 Richardson Drive - Juvenile Auburn, CA 95603. Was this equipment moved to Placer County Probation Juvenile Detention Facility 11260 B Ave, Auburn, CA 95603? @Dylan Nakoff​ I do not see a location for this new address.


3/5 ARios - PLEASE NOTE CORRECT SITE ADDRESS: Placer County Probation Juvenile Detention Facility

11260 B Ave, Auburn, CA 95603

3-4 Mburris email from POC Bradley Patereau to set 3-5 10am

3-4 Mburris email sent to POC

3-3 Mburris email sent to POC

2-27 Mburris email sent to POC

2/24/26 RBerry- Updated due date based on parts. Removed delay code.

🔧 Work Performed
3/05 While attempting to replace the bulb, it did not fit properly and remained loose when installed. Contacted Welch Allyn Technical Support to verify that the correct bulb had been received. Technical Support confirmed that the bulb part number is correct. However, the otoscope is missing the Lamp Shroud Assembly (Part #211024-502), which holds the bulb in place before it is screwed into the handle. The Otoscope Lamp Shroud Assembly (Part #211024-502) will need to be ordered to complete the repair. Replacement bulb was left with Charge Nurse Jeremy Ellis. 4/28 Installed the otoscope housing and installed the light bulb. Encountered difficulty seating the light within the new housing and contacted Welch Allyn tech support to verify the correct housing and bulb were being used, which was confirmed. Due to the housing being new, the bulb was tight and required careful insertion. Tested the otoscope and verified the light is working and the unit is operating properly.
🔍 Technician Findings
3/05 Arrived on site and customer (Charge Nurse Jeremy Ellis) advised that the replacement bulb for the otoscope was not available at this location. After further investigation, it was determined that the bulb had been shipped to the Main Jail, which is the address listed on this work order. The correct address for this site is 11260 B Ave, Auburn, CA 95603. Staff from this location went to the Main Jail to retrieve the bulb. 4/28 Arrived on site to install the housing on the otoscope that was shipped directly to the customer. Waited briefly until POC Dimitri located the part.
⚠️ Problem Description
Q-00031873 Follow up to WO-01316114 Inspection #: 31273 Asset ID: 13271922 Serial #: N/A Model: TBD - on Notes: Verified that the otoscope does not power on. Inspection shows the bulb is missing, which is likely the cause. I searched for the bulb part number for this Welch Allyn 728 otoscope and I got \"WW-5XLG-1\",Will not power on. Follow-up required. Reviewed service with customer, quote needed Part needed 1 light bulb, 03400-U https://www.ebiotrack.com/workorder.php?wo=70707

Timeline

📞
Case Linked Dec 12, 4:47 PM
Case Number: 00551463
Subject: Follow up to WO-01316114
Status: Closed
🚨 16.9 business days
📋
2 Work Order Created Jan 7, 8:57 AM
Work Order Created → Status: L2 Screening
🔍
Status: L2 Screening by Sherry Reich
From: Entered
To: L2 Screening
Duration in Previous: 5m
📦
2 Parts Requested Jan 7, 9:05 AM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Dave Creditt
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 2m
🚨 33.0 business days
🔩
2 2x Parts Added Feb 24, 8:48 AM
2x Parts Added → Status: Reschedule
🔄
Status: Reschedule by Melissa Barrett
From: Awaiting Parts
To: Reschedule
Duration in Previous: 47d 23h
4.0 business days
👷
2 Status: Assigned Feb 27, 5:32 PM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Michael Burris
Technician: Angel Rios
3.8 business days
🗓️
2 Status: Scheduled Mar 4, 2:09 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-03-05T18:00:00.000+0000
🔧
Status: Tech On Site by Angel Rios Mar 5, 1:54 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 23h 44m
⏱️
4x Labor Added Mar 5, 3:12 PM
Type: Labor, Travel
Status: Open
Qty: 2, 1.5, 60
📦
2 Parts Requested Mar 5, 3:20 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Angel Rios
From: Tech On Site
To: Awaiting Parts
Duration in Previous: 1h 26m
⏱️
Labor Added Mar 5, 7:24 PM
Type: Labor
Status: Open
Qty: 1.75
🚨 11.6 business days
📅
Status: Ready for Scheduling by Audrey Tharp Mar 20, 2:06 PM
From: Awaiting Parts
To: Ready for Scheduling
Duration in Previous: 14d 21h
🔩
2x Parts Added Mar 20, 2:18 PM
Type: Parts, Expenses
Status: Open
Qty: 1
⚠️ 6.0 business days
🆕
2 Status: Entered Mar 29, 10:30 AM
Status: Entered → Technician Assigned
👷
Technician Assigned by Michael Burris
Technician: Angel Rios
🚨 17.0 business days
🗓️
2 Status: Scheduled Apr 21, 2:02 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Laura Hill
Scheduled For: 2026-04-28T16:00:00.000+0000
⚠️ 6.0 business days
🔧
Status: Tech On Site by Angel Rios Apr 28, 1:39 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 6d 23h
⏱️
2 4x Labor Added Apr 28, 2:42 PM
4x Labor Added → Status: Completed
✔️
Status: Completed by Angel Rios
From: Tech On Site
To: Completed
Duration in Previous: 1h 4m
🏁
Status: Closed by Angel Rios Apr 28, 8:55 PM
From: Completed
To: Closed
Duration in Previous: 6h 11m
3.4 business days
📄
Status: Ready to Bill by Diane Patton May 1, 8:57 AM
From: Closed
To: Ready to Bill
Duration in Previous: 2d 12h
3.0 business days
📨
2 Status: Invoice Pending May 5, 5:55 PM
Status: Invoice Pending → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 4m
🧾
Invoice Created May 5, 6:01 PM
Invoice Number: SM-261084

Bottlenecks

Awaiting Parts
Duration: 33.0 business days (threshold: 3.0 business days)
Exceeded by 30.0 business days
Reschedule
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Assigned
Duration: 3.2 business days (threshold: 4.0 business hours)
Exceeded by 2.7 business days
Awaiting Parts
Duration: 11.5 business days (threshold: 3.0 business days)
Exceeded by 8.5 business days
Ready for Scheduling
Duration: 5.7 business days (threshold: 1.0 business days)
Exceeded by 4.7 business days
Assigned
Duration: 17.0 business days (threshold: 4.0 business hours)
Exceeded by 16.5 business days
Scheduled
Duration: 5.7 business days (threshold: 2.0 business days)
Exceeded by 3.7 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Ready to Bill
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00551463
Closed
📦
Parts Order 00087759
Closed
📦
Parts Order 00091675
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Repair
Branch
Edge
Technician
Angel Rios
Scheduled
Apr 28, 12:00 PM
Created
Jan 7, 8:57 AM
Invoice #
SM-261084

Work Details (13)

Name Type Status Qty Amount Date
WL-03117187 Parts Open 1 $92.72 Feb 24, 8:48 AM
WL-03117188 Expenses Open 1 $28.02 Feb 24, 8:48 AM
WL-03131838 Labor Open 2 $298.00 Mar 5, 3:12 PM
WL-03131839 Labor Open 1.5 $223.50 Mar 5, 3:12 PM
WL-03131840 Travel Open 60 $0.00 Mar 5, 3:12 PM
WL-03131841 Travel Open 60 $0.00 Mar 5, 3:12 PM
WL-03132595 Labor Open 1.75 $0.00 Mar 5, 7:24 PM
WL-03153226 Parts Open 1 $23.50 Mar 20, 2:18 PM
WL-03153227 Expenses Open 1 $30.32 Mar 20, 2:18 PM
WL-03203738 Labor Open 1.75 $260.75 Apr 28, 2:42 PM
WL-03203739 Labor Open 0.25 $37.25 Apr 28, 2:42 PM
WL-03203740 Labor Open 1.25 $186.25 Apr 28, 2:42 PM
WL-03203741 Travel Open 60 $0.00 Apr 28, 2:42 PM

Details