Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01339308 ↗ ServiceMax

Wellpath LLC • Depot • PSM

📍 Wellpath - North Broward Bureau — 1550 Blount Rd., Pompano Beach FL, 33069

Jan 22, 2026 → Jul 13, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (91 biz days late)
Active: 98 biz days
Paused: 20 biz days
🕐 Clock stopped: Invoiced (Jul 13, 2026)
▶ Clock Running
Status: Created
Jan 22 → Jan 22, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Jan 22 → Jan 26, 2026
2 business days (counted)
Running total: 2 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Jan 26 → Jan 28, 2026
2 business days (not counted)
▶ Clock Running
Status: Reschedule
Jan 28 → Feb 9, 2026
8 business days (counted)
Running total: 10 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 9 → Feb 9, 2026
0 business days (counted)
Running total: 10 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 9 → Feb 9, 2026
0 business days (counted)
Running total: 10 of ? biz days used
80d
▶ Clock Running
Status: Incomplete
Feb 9 → Jun 3, 2026
80 business days (counted)
Running total: 90 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Jun 3 → Jun 3, 2026
0 business days (counted)
Running total: 90 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Jun 3 → Jun 5, 2026
2 business days (not counted)
▶ Clock Running
Status: Reschedule
Jun 5 → Jun 8, 2026
1 business day (counted)
Running total: 91 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Jun 8 → Jun 9, 2026
1 business day (not counted)
▶ Clock Running
Status: Reschedule
Jun 9 → Jun 9, 2026
0 business days (counted)
Running total: 91 of ? biz days used
⏸12d
⏸ Clock Paused
Status: Awaiting Parts
Jun 9 → Jun 26, 2026
12 business days (not counted)
▶ Clock Running
Status: Reschedule
Jun 26 → Jun 29, 2026
1 business day (counted)
Running total: 92 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Jun 29 → Jun 29, 2026
0 business days (counted)
Running total: 92 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jun 29 → Jul 1, 2026
2 business days (counted)
Running total: 94 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Jul 1 → Jul 1, 2026
0 business days (not counted)
▶ Clock Running
Status: Reschedule
Jul 1 → Jul 1, 2026
0 business days (counted)
Running total: 94 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Jul 1 → Jul 7, 2026
3 business days (not counted)
▶ Clock Running
Status: Reschedule
Jul 7 → Jul 7, 2026
0 business days (counted)
Running total: 94 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Jul 7 → Jul 7, 2026
0 business days (counted)
Running total: 94 of ? biz days used
▶ Clock Running
Status: Completed
Jul 7 → Jul 7, 2026
0 business days (counted)
Running total: 94 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Jul 7 → Jul 7, 2026
0 business days (not counted)
▶ Clock Running
Status: Reschedule
Jul 7 → Jul 13, 2026
4 business days (counted)
Running total: 98 of ? biz days used
Created: Jan 22, 2026 Invoiced: Jul 13, 2026
Show SLA Clock Detail (24 periods)
Period Status Clock Biz Days Running Total
Jan 22 → Jan 22 Created ▶ Running 0 0
Jan 22 → Jan 26 Assigned ▶ Running 2 2
Jan 26 → Jan 28 Awaiting Parts ⏸ Paused 2
Jan 28 → Feb 9 Reschedule ▶ Running 8 10
Feb 9 → Feb 9 Assigned ▶ Running 0 10
Feb 9 → Feb 9 Tech On Site ▶ Running 0 10
Feb 9 → Jun 3 Incomplete ▶ Running 80 90
Jun 3 → Jun 3 Tech Off Site ▶ Running 0 90
Jun 3 → Jun 5 Awaiting Parts ⏸ Paused 2
Jun 5 → Jun 8 Reschedule ▶ Running 1 91
Jun 8 → Jun 9 Awaiting Parts ⏸ Paused 1
Jun 9 → Jun 9 Reschedule ▶ Running 0 91
Jun 9 → Jun 26 Awaiting Parts ⏸ Paused 12
Jun 26 → Jun 29 Reschedule ▶ Running 1 92
Jun 29 → Jun 29 Tech Off Site ▶ Running 0 92
Jun 29 → Jul 1 Tech On Site ▶ Running 2 94
Jul 1 → Jul 1 Awaiting Parts ⏸ Paused 0
Jul 1 → Jul 1 Reschedule ▶ Running 0 94
Jul 1 → Jul 7 Awaiting Parts ⏸ Paused 3
Jul 7 → Jul 7 Reschedule ▶ Running 0 94
Jul 7 → Jul 7 Tech Off Site ▶ Running 0 94
Jul 7 → Jul 7 Completed ▶ Running 0 94
Jul 7 → Jul 7 Awaiting Parts ⏸ Paused 0
Jul 7 → Jul 13 Reschedule ▶ Running 4 98
Dispatch 0.0d
Material Management 23.9d
Coordinators 20.1d
Field Work 3.0d
Incomplete 80.7d (excluded)
Billing 5.0d
✗ SLA Missed
Dispatch
0.0 days
Material Management
23.9 days
Over SLA
Coordinators
20.1 days
Over SLA
Field Work
3.0 days
Over SLA
Incomplete (excluded from total)
80.7 days
Billing
5.0 days
Over SLA
Created: Jan 22, 2026 Due: Feb 23, 2026 Completed: Jul 13, 2026 (139 days late)
📅
119.0 days Total Age
⏱️
80.7d in Incomplete Longest Stage
🔄
23 transitions Status Changes
⚠️
30.4d over Total Delay
📦
4 orders, 0 quotes Parts & Quotes
📝
13 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits (7 reschedules)
2 on-site visits — follow-up trip required
👤 Self-scheduled by Samuel A Klein — scheduling delays attributed to technician, not coordinators
Visit 1 Jul 7, 2026

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00560877
HCP L2 Review
Closed
Q-00032143 Welch allyn 4400 not working. constantly cycles with nobody using it. Asset ID was not clear. SN: 21100070132721 This unit will need to be shipped to the depot for repair - recalibration - pm. https://www.ebiotrack.com/workorder.php?wo=71084
Priority
High
Origin
Phone
Reason
New Case
Contact
Lashanda Ross
Owner
Sherry Reich
Created
Jan 21, 2026
Work Orders from this Case (1)
WO-01339308 (current) Invoiced
Depot • Samuel A Klein
Created: Jan 22, 2026 • Closed: Jul 13, 2026
Completed with significant delays
Invoiced • 203 days old
🚨
Primary Delay 80.7 days stuck in "Incomplete"
⏱️
Total Delay 30.4 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
Assigned
3.0d / 0.5d SLA
Awaiting Parts
23.9d / 3.0d SLA
Reschedule
17.1d / 2.0d SLA
Tech On Site
3.0d / 1.0d SLA
Incomplete
80.7d
Tech Off Site
0.0d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
3.7d / 1.0d SLA
Ready to Bill
5.0d / 1.0d SLA
Billing Review
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

6/2/2026jsells

Quote approved Q-00032564

🔧 Work Performed
Replaced the broken power button and replaced the battery. Charged unit up and performed preventive maintenance and a calibration check using Welch Allyn's Service Tool. Cleaned Device Externals Visual Inspection; Passed Battery Replaced Calibration Completed PM Completed per mfg specs *See attached service record for detailed testing results*
🔍 Technician Findings
Was able to duplicate issue. Unit was not able to turn on when pushing power button. Feels like the power button is broken and plugging in new battery didn't fix issue. Unit will need to be requoted with new parts to fix issue. PLEASE REQUOTE: 1 x 105944 (SERVICE KIT, POWER SWITCH/BUTTON FLEX ASSEMBLY) https://www.partssource.com/parts/welch-allyn-inc/105944?pspn=ps64urwpcgh 1 x Batt22 (Due to age of original battery) 1 x 02895-000 (Probe Well Kit) 1 x 8000AA-2 (Nonin SpO2 Sensor) 2 x Labor 3 x Shipping.
⚠️ Problem Description
Quote approved Q-00032564 Q-00032143 not working. constantly cycles with nobody using it. Welch Allyn 4400 Asset ID# 13353342 S/N: 100070132721 This unit will need to be shipped to the depot for repair - recalibration - pm. https://www.ebiotrack.com/workorder.php?wo=71085

Timeline

📞
Case Linked Jan 21, 11:15 AM
Case Number: 00560877
Subject: HCP L2 Review
Status: Closed
📋
3 Work Order Created Jan 22, 11:05 AM
Work Order Created → Technician Assigned → Status: Assigned
👷
Technician Assigned by Sherry Reich
Technician: Ryan Schwochow
👷
Status: Assigned by Sherry Reich
From: Entered
To: Assigned
Duration in Previous: 1m
3.0 business days
📦
2 Parts Requested Jan 26, 10:01 AM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Ryan Schwochow
From: Assigned
To: Awaiting Parts
Duration in Previous: 3d 22h
3.0 business days
🔩
2 2x Parts Added Jan 28, 3:46 PM
2x Parts Added → Status: Reschedule
🔄
Status: Reschedule by Sean Weaver
From: Awaiting Parts
To: Reschedule
Duration in Previous: 2d 5h
⚠️ 9.0 business days
👷
3 Technician Assigned Feb 9, 1:33 PM
Technician Assigned → Status: Assigned → Status: Incomplete
👷
Status: Assigned by Samuel Klein
From: Reschedule, Assigned
To: Assigned, Tech On Site
Duration in Previous: 11d 21h, 0m
⚠️
Status: Incomplete by Samuel Klein
From: Tech On Site
To: Incomplete
Duration in Previous: 1m
🚨 81.0 business days
🚗
Status: Tech Off Site by Samuel Klein Jun 3, 2:30 PM
From: Incomplete
To: Tech Off Site
Duration in Previous: 113d 23h
📦
2 Parts Requested Jun 3, 2:47 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Samuel Klein
From: Tech Off Site
To: Awaiting Parts
Duration in Previous: 16m
3.0 business days
🔩
2 2x Parts Added Jun 5, 8:34 AM
2x Parts Added → Status: Reschedule
🔄
Status: Reschedule by John Rolston
From: Awaiting Parts
To: Reschedule
Duration in Previous: 1d 17h
2.0 business days
📦
Status: Awaiting Parts by Ryan Schwochow Jun 8, 10:46 AM
From: Reschedule
To: Awaiting Parts
Duration in Previous: 3d 2h
2.0 business days
🔄
Status: Reschedule by Samuel Klein Jun 9, 4:10 PM
From: Awaiting Parts
To: Reschedule
Duration in Previous: 1d 5h
📦
2 Parts Requested Jun 9, 4:32 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Samuel Klein
From: Reschedule
To: Awaiting Parts
Duration in Previous: 22m
🚨 12.9 business days
💵
2 Expenses Added Jun 26, 8:10 AM
Expenses Added → Status: Reschedule
🔄
Status: Reschedule by Melissa Barrett
From: Awaiting Parts
To: Reschedule
Duration in Previous: 16d 15h
2.0 business days
🚗
Status: Tech Off Site by Ryan Schwochow Jun 29, 10:01 AM
From: Reschedule, Tech Off Site
To: Tech Off Site, Tech On Site
Duration in Previous: 3d 1h, 0m
3.0 business days
📦
2 Status: Awaiting Parts Jul 1, 1:15 PM
Status: Awaiting Parts → Status: Reschedule
🔄
Status: Reschedule by Ryan Schwochow
From: Awaiting Parts
To: Reschedule
Duration in Previous: 1m
📦
Status: Awaiting Parts by Ryan Schwochow Jul 1, 1:31 PM
From: Reschedule
To: Awaiting Parts
Duration in Previous: 13m
4.0 business days
🔩
5x Parts Added Jul 7, 2:02 PM
Type: Parts, Labor
Status: Open
Qty: 1
🔩
4 2x Parts Added Jul 7, 2:47 PM
2x Parts Added → Status: Reschedule → Parts Requested → Status: Awaiting Parts
🔄
Status: Reschedule by Samuel Klein
From: Awaiting Parts, Reschedule, Tech Off Site
To: Reschedule, Tech Off Site, Completed
Duration in Previous: 6d 1h, 0m
📦
Parts Requested
Order: 00098946
Status: Closed
📦
Status: Awaiting Parts by Samuel Klein
From: Completed
To: Awaiting Parts
Duration in Previous: 1m
💵
2 Expenses Added Jul 7, 3:15 PM
Expenses Added → Status: Reschedule
🔄
Status: Reschedule by John Rolston
From: Awaiting Parts
To: Reschedule
Duration in Previous: 25m
⚠️ 5.0 business days
🏁
Status: Closed by Ryan Schwochow Jul 13, 2:24 PM
From: Reschedule
To: Closed
Duration in Previous: 5d 23h
4.0 business days
📄
Status: Ready to Bill by Diane Patton Jul 16, 9:00 AM
From: Closed
To: Ready to Bill
Duration in Previous: 2d 18h
⚠️ 5.0 business days
📨
Status: Invoice Pending by Diane Patton Jul 22, 6:05 PM
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Billing Review
Duration in Previous: 6d 9h, 0m
💰
2 Status: Invoiced Jul 22, 6:13 PM
Status: Invoiced → Invoice Created
🧾
Invoice Created
Invoice Number: SM-268083

Bottlenecks

Assigned
Duration: 3.0 business days (threshold: 4.0 business hours)
Exceeded by 2.5 business days
Reschedule
Duration: 8.4 business days (threshold: 2.0 business days)
Exceeded by 6.4 business days
Awaiting Parts
Duration: 12.4 business days (threshold: 3.0 business days)
Exceeded by 9.4 business days
Tech On Site
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Awaiting Parts
Duration: 3.8 business days (threshold: 3.0 business days)
Exceeded by 6.5 business hours
Reschedule
Duration: 4.6 business days (threshold: 2.0 business days)
Exceeded by 2.6 business days
Closed
Duration: 3.7 business days (threshold: 1.0 business days)
Exceeded by 2.7 business days
Ready to Bill
Duration: 5.0 business days (threshold: 1.0 business days)
Exceeded by 4.0 business days

🔗 Related Artifacts

📞
Case 00560877
Closed
📦
Parts Order 00089048
Closed
📦
Parts Order 00097219
Closed
📦
Parts Order 00097571
Closed
📦
Parts Order 00098946
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Depot
Branch
Edge
Technician
Samuel A Klein
Scheduled
N/A
Created
Jan 22, 11:05 AM
Invoice #
SM-268083

Work Details (13)

Name Type Status Qty Amount Date
WL-03082056 Parts Open 1 $1.47 Jan 28, 3:46 PM
WL-03082057 Expenses Open 1 $30.33 Jan 28, 3:46 PM
WL-03249668 Parts Open 1 $80.84 Jun 5, 8:34 AM
WL-03249669 Expenses Open 1 $28.61 Jun 5, 8:34 AM
WL-03274737 Expenses Open 1 $0.00 Jun 26, 8:10 AM
WL-03285734 Parts Open 1 $442.15 Jul 7, 2:02 PM
WL-03285733 Parts Open 1 $186.30 Jul 7, 2:02 PM
WL-03285735 Parts Open 1 $157.95 Jul 7, 2:02 PM
WL-03285736 Labor Open 1 $149.00 Jul 7, 2:02 PM
WL-03285737 Labor Open 1 $149.00 Jul 7, 2:02 PM
WL-03285823 Parts Open 1 $203.42 Jul 7, 2:47 PM
WL-03285824 Expenses Open 1 $0.00 Jul 7, 2:47 PM
WL-03285877 Expenses Open 1 $25.71 Jul 7, 3:15 PM

Details