Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01338265 ↗ ServiceMax

Neighborhood Health Center • Virtual Tech - Field Repair • P3

📍 NHC Milwaukie Medical Clinic — 10330 SE 32nd Ave., Suite 325, Milwaukie OR, 97222

Jan 16, 2026 → Feb 4, 2026

✅ Completed
P3 3 business days from creation
Target: Jan 21, 2026
🕐 Clock stopped: Completed (Feb 4)
⏸ 11d excluded (parts wait + holding)
✗ SLA Missed (3d late)
Dispatch 0.0d
Material Management 8.8d
Coordinators 7.2d
Field Work 0.5d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Material Management
8.8 days
Over SLA
Coordinators
7.2 days
Over SLA
Field Work
0.5 days
Billing
0.0 days
Created: Jan 16, 2026 Due: Feb 5, 2026 Completed: Feb 4, 2026 (1 days early)
📅
13.9 days Total Age
⏱️
5.8d in Awaiting Parts Longest Stage
🔄
12 transitions Status Changes
⚠️
8.0d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
7 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 #00557113
RUSH HCP L2 Review
Closed
Q-00032051 Manufacturer & Model: Helmer Vaccine Refrigerator Asset ID: 12977211 Serial: EMSAR SN # 12977211 Issue: Vaccine fridge in throwing ERR 04 which indicates an issue with the cooling sensor. Fridge has been steadily dropping in temp since 1/6, lowest temp was 2.6 C. Ideal temp is between 4-6 C. Previously serviced on WO-01317111. Part # 801015-1
Priority
High
Origin
Web
Reason
New Case
Contact
Maria Burri
Owner
Kimberly Hardison
Created
Jan 8, 2026
Work Orders from this Case (1)
WO-01338265 (current) Invoiced
Virtual Tech - Field Repair • Jason Morris
Created: Jan 16, 2026 • Closed: Feb 4, 2026
Completed with minor delays
Invoiced • 118 days old
🚨
Primary Delay 5.8 days stuck in "Awaiting Parts"
⏱️
Total Delay 8.0 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
5.8d / 3.0d SLA
Reschedule
4.9d / 2.0d SLA
Assigned
0.1d / 0.5d SLA
Awaiting Parts - Customer
2.9d
Scheduled
2.2d / 2.0d SLA
Tech On Site
0.3d / 1.0d SLA
Completed
0.2d / 1.0d SLA
Closed
3.2d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

02/09/2026 JRolston - Part shows delivered 1/22, FedEx tr# 487185668523


2-2 Mburris call spoke to POC and set 2-4 9am

2/2/26 SBerry: Site received parts, please schedule asap;

1-29 Mburris email sent to POC

🔧 Work Performed
Replaced main board. Imported settings on to the new board. Tested and checked temperature.
🔍 Technician Findings
Refrigerator not controlling temperature properly, main board needs replaced.
⚠️ Problem Description
Q-00032051 Manufacturer & Model: Helmer Vaccine Refrigerator Asset ID: 12977211 Serial: EMSAR SN # 12977211 Issue: Vaccine fridge in throwing ERR 04 which indicates an issue with the cooling sensor. Fridge has been steadily dropping in temp since 1/6, lowest temp was 2.6 C. Ideal temp is between 4-6 C. Previously serviced on WO-01317111. Part # 801015-1 https://www.ebiotrack.com/workorder.php?wo=70978

Timeline

📞
Case Linked Jan 8, 11:22 AM
Case Number: 00557113
Subject: RUSH HCP L2 Review
Status: Closed
⚠️ 7.0 business days
📋
2 Work Order Created Jan 16, 12:06 PM
Work Order Created → Status: L2 Screening
🔍
Status: L2 Screening by Kimberly Hardison
From: Entered
To: L2 Screening
Duration in Previous: 1m
📦
2 Parts Requested Jan 16, 12:19 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Wendy Argueta
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 12m
⚠️ 6.0 business days
🔩
2x Parts Added Jan 23, 12:29 PM
Type: Parts, Expenses
Status: Open
Qty: 1
🔄
Status: Reschedule by Scott Berry Jan 23, 1:02 PM
From: Awaiting Parts
To: Reschedule
Duration in Previous: 7d 0h
⚠️ 5.0 business days
👷
2 Technician Assigned Jan 29, 10:41 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: Reschedule
To: Assigned
Duration in Previous: 5d 21h
👤
Status: Awaiting Parts - Customer by Michael Burris Jan 29, 11:28 AM
From: Assigned
To: Awaiting Parts - Customer
Duration in Previous: 46m
3.0 business days
🔄
Status: Reschedule by Scott Berry Feb 2, 4:09 PM
From: Awaiting Parts - Customer
To: Reschedule
Duration in Previous: 4d 4h
🗓️
2 Status: Scheduled Feb 2, 5:14 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-02-04T17:00:00.000+0000
2.8 business days
🔧
Status: Tech On Site by Jason Morris Feb 4, 1:30 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 1d 20h
⏱️
2 3x Labor Added Feb 4, 3:51 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Jason Morris
From: Tech On Site
To: Completed
Duration in Previous: 2h 25m
⏱️
2 2x Labor Added Feb 4, 5:16 PM
2x Labor Added → Status: Closed
🏁
Status: Closed by Jason Morris
From: Completed
To: Closed
Duration in Previous: 1h 20m
3.8 business days
📄
2 Status: Ready to Bill Feb 9, 9:31 AM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
🧾
Invoice Created Feb 9, 11:20 AM
Invoice Number: SM-253409

Bottlenecks

Awaiting Parts
Duration: 5.8 business days (threshold: 3.0 business days)
Exceeded by 2.8 business days
Reschedule
Duration: 4.7 business days (threshold: 2.0 business days)
Exceeded by 2.7 business days
Scheduled
Duration: 2.2 business days (threshold: 2.0 business days)
Exceeded by 1.8 business hours
Closed
Duration: 3.2 business days (threshold: 1.0 business days)
Exceeded by 2.2 business days

🔗 Related Artifacts

📞
Case 00557113
Closed
📦
Parts Order 00088478
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Virtual Tech - Field Repair
Branch
N/A
Technician
Jason Morris
Scheduled
Feb 4, 12:00 PM
Created
Jan 16, 12:06 PM
Invoice #
SM-253409

Work Details (7)

Name Type Status Qty Amount Date
WL-03076613 Parts Open 1 $986.39 Jan 23, 12:29 PM
WL-03076614 Expenses Open 1 $34.80 Jan 23, 12:29 PM
WL-03091562 Labor Open 2 $298.00 Feb 4, 3:51 PM
WL-03091563 Labor Open 1 $149.00 Feb 4, 3:51 PM
WL-03091564 Travel Open 18 $0.00 Feb 4, 3:51 PM
WL-03091729 Labor Open 1.25 $0.00 Feb 4, 5:16 PM
WL-03091730 Travel Open 38 $0.00 Feb 4, 5:16 PM

Details