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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01334583 ↗ ServiceMax

AMS HEALTH CLINIC, LLC • Installation • P4

📍 AMS Health Clinic, LLC — 1950 E Watkins Suite 125, Phoenix AZ, 85034

Jan 8, 2026 → Jan 8, 2026

✅ Completed
P4 4 business days from creation
Target: Jan 14, 2026
🕐 Clock stopped: Completed (Jan 8)
✓ SLA Met (5d early)
Dispatch 0.2d
Material Management 0.5d
Field Work 0.0d
Billing 6.4d
✓ SLA Met
Dispatch
0.2 days
Material Management
0.5 days
Field Work
0.0 days
Billing
6.4 days
Over SLA
Created: Jan 8, 2026 Due: Jan 14, 2026 Completed: Jan 8, 2026 (6 days early)
📅
0.8 days Total Age
⏱️
6.4d in Ready to Bill Longest Stage
🔄
5 transitions Status Changes
⚠️
5.4d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
0 lines Work Details
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00510063
3/17 chat'd Chaney acct is not active
Closed
Attached is AMS PO #1061 for one LC300WC. I have attached the FedEx tracking info for the LC300 pod. It shipped Monday. It is scheduled to arrive 3/13/26 11:30-3:30 At your convenience, please let me know when the kiosk will be ready for pickup. Regarding the labeling, I’ve attached a photo of the two recently added labels (the first I’ve seen at least) to the kiosks. We appreciate the MFG/SN# label. Moving forward, could you please ensure your team sends us a photo of the Serial # Label for our records with the BOL? This will help us immensely with customer identification and our records. The parts order will contain the LC300WC kiosk and the cuff wrap, 124-8834-00.
Priority
Standard
Origin
Email
Reason
New Case
Contact
N/A
Owner
Sherry Reich
Created
Jul 14, 2025
Work Orders from this Case (4)
WO-01291675 Invoiced
Installation
Created: Jul 14, 2025 • Closed: Aug 17, 2025
WO-01324784 Invoiced
Installation • Brendan Chaney
Created: Dec 10, 2025 • Closed: Dec 12, 2025
WO-01334583 (current) Invoiced
Installation • Brendan Chaney
Created: Jan 8, 2026 • Closed: Jan 8, 2026
WO-01359780 Invoiced
Installation • Brendan Chaney
Created: Mar 17, 2026 • Closed: Apr 7, 2026
Completed with minor delays
Invoiced • 126 days old
🚨
Primary Delay 6.4 days stuck in "Ready to Bill"
⏱️
Total Delay 5.4 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
L2 Screening
0.2d / 1.0d SLA
Awaiting Parts
0.5d / 3.0d SLA
Completed
0.0d / 1.0d SLA
Ready to Bill
6.4d / 1.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
Completed LC300WC build
🔍 Technician Findings
Completed LC300WC build
⚠️ Problem Description
Please find attached AMS PO #1058 for 1 LC300WC + FedEx tracking information for 1 LC300 pod. It is scheduled to arrive 12/24/25. Parts order will contain the LC300WC kiosk and cuff wrap, 124-8834-00

Timeline

📞
Case Linked Jul 14, 1:54 AM
Case Number: 00510063
Subject: 3/17 chat'd Chaney acct is not active
Status: Closed
🚨 129.0 business days
📋
2 Work Order Created Jan 8, 9:45 AM
Work Order Created → Status: L2 Screening
🔍
Status: L2 Screening by Sherry Reich
From: Entered
To: L2 Screening
Duration in Previous: 1m
📦
2 Parts Requested Jan 8, 11:23 AM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Emmanuel Morales
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 1h 36m
✔️
Status: Completed by Brendan Chaney Jan 8, 3:42 PM
From: Awaiting Parts
To: Completed
Duration in Previous: 4h 18m
👷
3 Technician Assigned Jan 8, 4:03 PM
Technician Assigned → Dispatch Scheduled → Status: Closed
📅
Dispatch Scheduled by Brendan Chaney
Scheduled For: 2026-01-08T17:00:00.000+0000
🏁
Status: Closed by Brendan Chaney
From: Completed, Closed
To: Closed, Ready to Bill
Duration in Previous: 20m
⚠️ 7.0 business days
📨
2 Status: Invoice Pending Jan 16, 11:03 AM
Status: Invoice Pending → Invoice Created
🧾
Invoice Created
Invoice Number: SM-251524

Bottlenecks

Ready to Bill
Duration: 6.4 business days (threshold: 1.0 business days)
Exceeded by 5.4 business days

🔗 Related Artifacts

📞
Case 00510063
Closed
📦
Parts Order 00087865
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P4
Type
Installation
Branch
N/A
Technician
Brendan Chaney
Scheduled
Jan 8, 12:00 PM
Created
Jan 8, 9:45 AM
Invoice #
SM-251524

Details