Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01334630 ↗ ServiceMax

Oak Street Health • Virtual Tech - Drop Shipment • PC

📍 Oak Street Health - Jeffersonville — 1437 E 10th St, Jeffersonville IN, 47130

Jan 8, 2026 → Mar 17, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Mar 6, 2026
✗ SLA Missed
Active: 8 biz days
Paused: 38 biz days
🕐 Clock stopped: Completed (Mar 17, 2026)
▶ Clock Running
Status: Created
Jan 8 → Jan 8, 2026
0 business days (counted)
Running total: 0 of ? biz days used
⏸38d
⏸ Clock Paused
Status: Awaiting Parts
Jan 8 → Mar 5, 2026
38 business days (not counted)
▶ Clock Running
Status: L2 Review
Mar 5 → Mar 10, 2026
3 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Assigned
Mar 10 → Mar 10, 2026
0 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Closed
Mar 10 → Mar 12, 2026
2 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: L2 Review
Mar 12 → Mar 12, 2026
0 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Closed
Mar 12 → Mar 12, 2026
0 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: L2 Review
Mar 12 → Mar 17, 2026
3 business days (counted)
Running total: 8 of ? biz days used
▶ Clock Running
Status: Closed
Mar 17 → Mar 17, 2026
0 business days (counted)
Running total: 8 of ? biz days used
▶ Clock Running
Status: L2 Review
Mar 17 → Mar 17, 2026
0 business days (counted)
Running total: 8 of ? biz days used
Created: Jan 8, 2026 Completed: Mar 17, 2026
Show SLA Clock Detail (10 periods)
Period Status Clock Biz Days Running Total
Jan 8 → Jan 8 Created ▶ Running 0 0
Jan 8 → Mar 5 Awaiting Parts ⏸ Paused 38
Mar 5 → Mar 10 L2 Review ▶ Running 3 3
Mar 10 → Mar 10 Assigned ▶ Running 0 3
Mar 10 → Mar 12 Closed ▶ Running 2 5
Mar 12 → Mar 12 L2 Review ▶ Running 0 5
Mar 12 → Mar 12 Closed ▶ Running 0 5
Mar 12 → Mar 17 L2 Review ▶ Running 3 8
Mar 17 → Mar 17 Closed ▶ Running 0 8
Mar 17 → Mar 17 L2 Review ▶ Running 0 8
Dispatch 0.0d
Material Management 38.9d
Billing 11.8d
✗ SLA Missed
Dispatch
0.0 days
Material Management
38.9 days
Over SLA
Billing
11.8 days
Over SLA
Created: Jan 8, 2026 Due: Mar 6, 2026 Completed: Mar 17, 2026 (10 days late)
📅
46.9 days Total Age
⏱️
38.9d in Awaiting Parts Longest Stage
🔄
12 transitions Status Changes
⚠️
48.6d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00557144
Needs quote
Closed
Need 1 charger for Model: Hemocue - Hb 801 Model Type: Analyzer, Hemoglobin Asset ID: 12941313 Serial #: 2319020075
Priority
High
Origin
Phone
Reason
New Case
Contact
Ellie Trejo
Owner
Virtual Tech
Created
Jan 8, 2026
Work Orders from this Case (1)
WO-01334630 (current) Invoiced
Virtual Tech - Drop Shipment • Virtual Tech
Created: Jan 8, 2026 • Closed: Mar 17, 2026
Completed with significant delays
Invoiced • 217 days old
🚨
Primary Delay 38.9 days stuck in "Awaiting Parts"
⏱️
Total Delay 48.6 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
Awaiting Parts
38.9d / 3.0d SLA
L2 Review
7.6d
Closed
3.7d / 1.0d SLA
Ready to Bill
11.8d / 1.0d SLA
Invoice Pending
0.1d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/17/26- L2 Review - Error message when trying to generate invoice. Please update "Serviced On & Closed On" Dates. (see error message below. Thank you!


3/12/26 DPatton - Error message below when trying to invoice. (Needs Serviced On & Closed on dates)

🔧 Work Performed
parts ordered and shipped to site
🔍 Technician Findings
parts ordered and shipped to site
⚠️ Problem Description
Need 1 charger for Model: Hemocue - Hb 801 Model Type: Analyzer, Hemoglobin Asset ID: 12941313 Serial #: 2319020075 https://www.ebiotrack.com/workorder.php?wo=70749

Timeline

📞
Case Linked Jan 8, 11:45 AM
Case Number: 00557144
Subject: Needs quote
Status: Closed
📋
3 Work Order Created Jan 8, 11:58 AM
Work Order Created → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00087877
Status: Closed
📦
Status: Awaiting Parts by Derek Reynolds
From: Entered
To: Awaiting Parts
Duration in Previous: 1m
🚨 30.0 business days
⏱️
Labor Added Feb 20, 10:25 AM
Type: Labor
Status: Open
Qty: 0.38333333333333
🚨 10.0 business days
🔩
2 2x Parts Added Mar 5, 1:43 PM
2x Parts Added → Status: L2 Review
👀
Status: L2 Review by John Rolston
From: Awaiting Parts
To: L2 Review
Duration in Previous: 56d 1h
4.0 business days
👷
2 Technician Assigned Mar 10, 10:31 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Gavin Poole
From: L2 Review, Assigned
To: Assigned, Closed
Duration in Previous: 4d 19h, 0m
3.0 business days
👀
Status: L2 Review by Diane Patton Mar 12, 12:06 PM
From: Closed
To: L2 Review
Duration in Previous: 2d 1h
🏁
Status: Closed by Gavin Poole Mar 12, 1:21 PM
From: L2 Review
To: Closed
Duration in Previous: 1h 14m
👀
Status: L2 Review by Diane Patton Mar 12, 5:02 PM
From: Closed
To: L2 Review
Duration in Previous: 3h 41m
3.9 business days
🏁
Status: Closed by Gavin Poole Mar 17, 8:19 AM
From: L2 Review
To: Closed
Duration in Previous: 4d 15h
👀
Status: L2 Review by Diane Patton Mar 17, 9:45 AM
From: Closed
To: L2 Review
Duration in Previous: 1h 26m
✔️
Status: Completed by Gavin Poole Mar 17, 1:18 PM
From: L2 Review, Completed
To: Completed, Closed
Duration in Previous: 3h 33m, 0m
📄
Status: Ready to Bill by Diane Patton Mar 17, 1:56 PM
From: Closed
To: Ready to Bill
Duration in Previous: 36m
🚨 12.0 business days
📨
Status: Invoice Pending by Diane Patton Apr 1, 5:30 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 15d 3h
🧾
2 Invoice Created Apr 1, 6:10 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 39m

Bottlenecks

Awaiting Parts
Duration: 38.9 business days (threshold: 3.0 business days)
Exceeded by 35.9 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Ready to Bill
Duration: 11.8 business days (threshold: 1.0 business days)
Exceeded by 10.8 business days

🔗 Related Artifacts

📞
Case 00557144
Closed
📦
Parts Order 00087877
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Virtual Tech - Drop Shipment
Branch
Edge
Technician
Virtual Tech
Scheduled
N/A
Created
Jan 8, 11:58 AM
Invoice #
SM-258111

Work Details (3)

Name Type Status Qty Amount Date
WL-03113607 Labor Open 0.38333333333333 $61.29 Feb 20, 10:25 AM
WL-03131620 Parts Open 1 $58.52 Mar 5, 1:43 PM
WL-03131621 Expenses Open 1 $16.40 Mar 5, 1:43 PM

Details