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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01338024 ↗ ServiceMax

Open Cities Health Center • Virtual Tech - Field Repair • P3

📍 Dunlap Clinic — 409 N. Dunlap St, Saint Paul MN, 55104

Jan 15, 2026 → Feb 27, 2026

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Jan 21, 2026
✗ SLA Missed (25 biz days late)
Active: 28 biz days
Paused: 1 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Feb 27, 2026)
SLA Target
▶ Clock Running
Status: Created
Jan 15 → Jan 15, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
⏸1d
⏸ Clock Paused
Status: Awaiting Parts
Jan 15 → Jan 19, 2026
1 business day (not counted)
▶ Clock Running
Status: Ready for Scheduling
Jan 19 → Jan 19, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
26d
▶ Clock Running
Status: Assigned
Jan 19 → Feb 25, 2026
26 business days (counted)
Running total: 26 of 3 biz days used
⏸ Clock Paused
Status: Awaiting Parts
Feb 25 → Feb 25, 2026
0 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
Feb 25 → Feb 25, 2026
0 business days (counted)
Running total: 26 of 3 biz days used
▶ Clock Running
Status: Entered
Feb 25 → Feb 25, 2026
0 business days (counted)
Running total: 26 of 3 biz days used
▶ Clock Running
Status: Assigned
Feb 25 → Feb 25, 2026
0 business days (counted)
Running total: 26 of 3 biz days used
▶ Clock Running
Status: Scheduled
Feb 25 → Feb 27, 2026
2 business days (counted)
Running total: 28 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Feb 27 → Feb 27, 2026
0 business days (counted)
Running total: 28 of 3 biz days used
Created: Jan 15, 2026 Completed: Feb 27, 2026
Business Days Used 28 / 3
0 3d budget +25d over
Show SLA Clock Detail (10 periods)
Period Status Clock Biz Days Running Total
Jan 15 → Jan 15 Created ▶ Running 0 0 / 3
Jan 15 → Jan 19 Awaiting Parts ⏸ Paused 1
Jan 19 → Jan 19 Ready for Scheduling ▶ Running 0 0 / 3
Jan 19 → Feb 25 Assigned ▶ Running 26 26 / 3
Feb 25 → Feb 25 Awaiting Parts ⏸ Paused 0
Feb 25 → Feb 25 Ready for Scheduling ▶ Running 0 26 / 3
Feb 25 → Feb 25 Entered ▶ Running 0 26 / 3
Feb 25 → Feb 25 Assigned ▶ Running 0 26 / 3
Feb 25 → Feb 27 Scheduled ▶ Running 2 28 / 3
Feb 27 → Feb 27 Tech On Site ▶ Running 0 28 / 3
Dispatch 0.0d
Material Management 2.5d
Coordinators 28.5d
Field Work 0.0d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Material Management
2.5 days
Coordinators
28.5 days
Over SLA
Field Work
0.0 days
Billing
0.0 days
Created: Jan 15, 2026 Due: Mar 3, 2026 Completed: Feb 27, 2026 (4 days early)
📅
30.0 days Total Age
⏱️
26.0d in Assigned Longest Stage
🔄
13 transitions Status Changes
⚠️
27.6d over Total Delay
📦
2 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00549125
<no subject>
Closed
Name: Tari Baldwin Phone: 6512909222 Email: Todd.moultrie@opencitieshealth.org Notes: EKG is inoperable. We need to establish a virtual call. Model: Welch Allyn - CP150 Model Type: EKG Asset ID: 13264037 Site: Open Cities Health Center - Dunlap Clinic<https://www.ebiotrack.com/sites.php?sid=23599> Serial #: 100029663315
Priority
Standard
Origin
Email
Reason
New Case
Contact
Tari Baldwin
Owner
Virtual Tech
Created
Dec 5, 2025
Work Orders from this Case (2)
WO-01324009 Invoiced
Virtual Tech • Virtual Tech
Created: Dec 5, 2025 • Closed: Jan 15, 2026
WO-01338024 (current) Invoiced
Virtual Tech - Field Repair • Ronnie Salone
Created: Jan 15, 2026 • Closed: Feb 27, 2026
Completed with significant delays
Invoiced • 213 days old
🚨
Primary Delay 26.0 days stuck in "Assigned"
⏱️
Total Delay 27.6 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
2.5d / 3.0d SLA
Ready for Scheduling
0.1d / 1.0d SLA
Assigned
26.1d / 0.5d SLA
Scheduled
2.2d / 2.0d SLA
Tech On Site
0.0d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.8d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/2/26 Rberry- updated due date based on parts for WO-01338024. WOs to be completed together.


2/15/2026 CRamen Todd returned call and scheduled for Friday 2/27/2026 with tech arrival around 11am. Call logged on WO-01338024


2/25/2026 CRamen left a vm for Todd to return call to schedule for Friday 2/27/2026 with tech arrival between 8-10am. Call logged on WO-01338024


2/25/2026 CRamen Logged email requesting Friday 2/27/2026 with an arrival window between 8-10am. Placeholder set


2-25 DSR Customer reached out requesting update for Repair and part status. Sent update on part delivery and chattered ASC Team. See Notes for Customer email.


2/17/2026 Sramen - follow up date on the 3 awaiting parts wos is 2/20. Had to resubmit the parts orders. Still waiting on parts for WO-01337928WO-01315461WO-01292771. Complete those 3 WOs along with WO-01337925WO-01337927WO-01338024


2/12/2026 CRamen received logged email from Todd stating he is still awaiting parts for this WO as well as 2 others.


2/11/2026 CRamen left a vm for Todd to return call or email with update on parts and repairs to schedule. Call Logged on WO-01337925


Customer wants all 6 wo completed at the same time.


2/3/26 RBerry- Still waiting on parts for WO-01337928, WO-01315461, WO-01292771. Complete those 3 WOs along with WO-01337925, WO-01337927, WO-01338024


1/25/2026 Sramen - Still waiting on parts for WO-01292771, WO-01315461, WO-01337928, Complete those 3 WOs along with WO-01337925, WO-01337927, WO-01338024

1/20/2026 Sramen - Still waiting on parts for WO-01292771, WO-01315461, WO-01337928, Complete those 3 WOs along with WO-01337925, WO-01337927, WO-01338024


1/15/2026 CRamen spoke with Todd and he said hes waiting on parts for 5 work orders and will call me as soon as he gets them to schedule the repairs. Call logged on WO-01337925


1/15/2026 CRamen Left a vm for a returned call to schedule. Logged call on WO-01337925

🔧 Work Performed
2/27/26 Traveled to site Found unit Replaced battery Tested unit Closed WO
🔍 Technician Findings
Unit needed battery replacement
⚠️ Problem Description
Install new battery and test unit. Model: Welch Allyn - CP150 Model Type: EKG Asset ID: 13264037 Site: Open Cities Health Center - Dunlap Clinic Serial #: 100029663315 https://www.ebiotrack.com/workorder.php?wo=70948

Timeline

📞
Case Linked Dec 5, 8:01 AM
Case Number: 00549125
Subject: <no subject>
Status: Closed
🚨 28.0 business days
📋
3 Work Order Created Jan 15, 10:29 AM
Work Order Created → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00088352
Status: Closed
📦
Status: Awaiting Parts by Derek Reynolds
From: Entered
To: Awaiting Parts
Duration in Previous: 1m
2.0 business days
📅
Status: Ready for Scheduling by Melissa Barrett Jan 19, 3:45 PM
From: Awaiting Parts
To: Ready for Scheduling
Duration in Previous: 4d 5h
👷
2 Technician Assigned Jan 19, 4:57 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1h 11m
3.0 business days
🔩
2x Parts Added Jan 22, 10:02 AM
Type: Parts, Expenses
Status: Open
Qty: 1
🚨 24.0 business days
📦
2 Parts Requested Feb 25, 11:09 AM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Derek Reynolds
From: Assigned
To: Awaiting Parts
Duration in Previous: 36d 18h
📅
Status: Ready for Scheduling by Derek Reynolds Feb 25, 3:07 PM
From: Awaiting Parts
To: Ready for Scheduling
Duration in Previous: 3h 58m
🆕
2 Status: Entered Feb 25, 4:01 PM
Status: Entered → Technician Assigned
👷
Technician Assigned by Charles Ramen
Technician: a0hF00000048VleIAE, Ronnie Salone
📅
2 Dispatch Scheduled Feb 25, 5:04 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Charles Ramen
From: Assigned
To: Scheduled
Duration in Previous: 1h 1m
2.9 business days
📅
Dispatch Scheduled by Ronnie Salone Feb 27, 10:43 AM
Scheduled For: 2026-02-27T17:00:00.000+0000
🔧
Status: Tech On Site by Ronnie Salone Feb 27, 12:09 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 1d 19h
✔️
2 Status: Completed Feb 27, 12:17 PM
Status: Completed → Labor Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 0.25
🚗
2 2x Travel Added Feb 27, 12:22 PM
2x Travel Added → Status: Closed
🏁
Status: Closed by Ronnie Salone
From: Completed
To: Closed
Duration in Previous: 6m
3.0 business days
📄
2 Status: Ready to Bill Mar 3, 2:08 PM
Status: Ready to Bill → Status: Invoice Pending
📨
Status: Invoice Pending by Diane Patton
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 4m
🧾
2 Invoice Created Mar 3, 2:14 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m

Bottlenecks

Assigned
Duration: 26.0 business days (threshold: 4.0 business hours)
Exceeded by 25.5 business days
Scheduled
Duration: 2.2 business days (threshold: 2.0 business days)
Exceeded by 1.9 business hours
Closed
Duration: 2.8 business days (threshold: 1.0 business days)
Exceeded by 1.8 business days

🔗 Related Artifacts

📞
Case 00549125
Closed
📦
Parts Order 00088352
Closed
📦
Parts Order 00091043
Canceled

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Virtual Tech - Field Repair
Branch
N/A
Technician
Ronnie Salone
Scheduled
Feb 27, 12:00 PM
Created
Jan 15, 10:29 AM
Invoice #
SM-255484

Work Details (5)

Name Type Status Qty Amount Date
WL-03074769 Parts Open 1 $196.79 Jan 22, 10:02 AM
WL-03074770 Expenses Open 1 $0.00 Jan 22, 10:02 AM
WL-03123313 Labor Open 0.25 $35.39 Feb 27, 12:19 PM
WL-03123320 Travel Open 10 $0.00 Feb 27, 12:22 PM
WL-03123321 Labor Open 0.25 $35.39 Feb 27, 12:22 PM

Details