Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01337423 ↗ ServiceMax

Oak Street Health • Virtual Tech - Field Repair • P3

📍 Oak Street Health - West Columbia — 905 State Street, West Columbia SC, 29033

Jan 13, 2026 → Jan 15, 2026

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Jan 16, 2026
✓ SLA Met (1 biz days early)
Active: 2 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Jan 15, 2026)
SLA Target
▶ Clock Running
Status: Created
Jan 13 → Jan 13, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 13 → Jan 13, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Assigned
Jan 13 → Jan 13, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
2d
▶ Clock Running
Status: Scheduled
Jan 13 → Jan 15, 2026
2 business days (counted)
Running total: 2 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Jan 15 → Jan 15, 2026
0 business days (counted)
Running total: 2 of 3 biz days used
Created: Jan 13, 2026 Completed: Jan 15, 2026
Business Days Used 2 / 3
0 3d budget
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Jan 13 → Jan 13 Created ▶ Running 0 0 / 3
Jan 13 → Jan 13 Ready for Scheduling ▶ Running 0 0 / 3
Jan 13 → Jan 13 Assigned ▶ Running 0 0 / 3
Jan 13 → Jan 15 Scheduled ▶ Running 2 2 / 3
Jan 15 → Jan 15 Tech On Site ▶ Running 0 2 / 3
Dispatch 0.0d
Coordinators 3.4d
Billing 11.5d
✓ SLA Met
Dispatch
0.0 days
Coordinators
3.4 days
Over SLA
Billing
11.5 days
Over SLA
Created: Jan 13, 2026 Due: Jan 15, 2026 Completed: Jan 15, 2026 (on time)
📅
3.0 days Total Age
⏱️
10.2d in Ready to Bill Longest Stage
🔄
7 transitions Status Changes
⚠️
10.7d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00555951
Oak Street Health - 48 Hour - 135130: New Work Order Assigned
Closed
Work Order #135130 Work Order Description: EKG Machine is needing to be repaired
Priority
Standard
Origin
Email
Reason
New Case
Contact
Tosha Green
Owner
Virtual Tech
Created
Jan 5, 2026
Work Orders from this Case (4)
WO-01329380 Invoiced
Virtual Tech • Virtual Tech
Created: Jan 5, 2026 • Closed: Jan 5, 2026
WO-01329423 Invoiced
SWAPOUT • Ryan Schwochow
Created: Jan 5, 2026 • Closed: Mar 26, 2026
WO-01337423 (current) Invoiced
Virtual Tech - Field Repair • Eric Colon
Created: Jan 13, 2026 • Closed: Jan 15, 2026
WO-01361988 Invoiced
Virtual Tech - Depot • Ryan Schwochow
Created: Mar 26, 2026 • Closed: Mar 26, 2026
Completed with significant delays
Invoiced • 213 days old
🚨
Primary Delay 10.2 days stuck in "Ready to Bill"
⏱️
Total Delay 10.7 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
Ready for Scheduling
0.4d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
3.0d / 2.0d SLA
Closed
1.5d / 1.0d SLA
Ready to Bill
10.2d / 1.0d SLA
Invoice Pending
1.3d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

1/13 MOwens Tosha replied back that 1/15 from 3-5pm works for the visit.

1/13 MOwens Called to speak to Tosha but no one answered the call. Will send an email asking if 1/15 between 3-5pm works for the visit.

🔧 Work Performed
1/15/26- EColon- Arrived onsite, checked in with nurses station. Received unit. Removed old unit off of stand and packaged unit and accessories. Installed new unit to stand, installed accessories, updated date/time and functions checked unit using patient sim. Unit fully functional
🔍 Technician Findings
Install EKG
⚠️ Problem Description
Install EKG and mount on Cart. Oak Street Work Order #135130

Timeline

📞
Case Linked Jan 5, 10:47 AM
Case Number: 00555951
Subject: Oak Street Health - 48 Hour - 135130: New Work Order Assigned
Status: Closed
⚠️ 7.0 business days
📋
2 Work Order Created Jan 13, 7:56 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Derek Reynolds
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Jan 13, 10:55 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2h 58m
🗓️
2 Status: Scheduled Jan 13, 11:18 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2026-01-15T20:00:00.000+0000
3.0 business days
🚗
Travel Added Jan 15, 11:22 AM
Type: Travel
Status: Open
Qty: 89
🚗
Travel Added Jan 15, 1:28 PM
Type: Travel
Status: Open
Qty: 5.6
⏱️
2x Labor Added Jan 15, 2:23 PM
Type: Labor
Status: Open
Qty: 2, 1
⏱️
2 Labor Added Jan 15, 2:58 PM
Labor Added → Status: Tech On Site
🔧
Status: Tech On Site by Eric Colon
From: Scheduled, Tech On Site, Completed
To: Tech On Site, Completed, Closed
Duration in Previous: 2d 3h, 0m
2.0 business days
📄
Status: Ready to Bill by Diane Patton Jan 16, 5:17 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 2h
🚨 10.8 business days
📨
Status: Invoice Pending by Diane Patton Feb 2, 4:51 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 16d 23h
🧾
2 Invoice Created Feb 3, 2:24 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 21h 32m

Bottlenecks

Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 7.7 business hours
Closed
Duration: 1.5 business days (threshold: 1.0 business days)
Exceeded by 4.0 business hours
Ready to Bill
Duration: 10.2 business days (threshold: 1.0 business days)
Exceeded by 9.2 business days

🔗 Related Artifacts

📞
Case 00555951
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Virtual Tech - Field Repair
Branch
Edge
Technician
Eric Colon
Scheduled
Jan 15, 3:00 PM
Created
Jan 13, 7:56 AM
Invoice #
SM-252835

Work Details (5)

Name Type Status Qty Amount Date
WL-03066142 Travel Open 89 - Jan 15, 11:22 AM
WL-03066356 Travel Open 5.6 - Jan 15, 1:28 PM
WL-03066458 Labor Open 2 $245.14 Jan 15, 2:23 PM
WL-03066459 Labor Open 1 $122.57 Jan 15, 2:23 PM
WL-03066569 Labor Open 0.5 $0.00 Jan 15, 2:58 PM

Details