Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01339365 ↗ ServiceMax

Oak Street Health • Virtual Tech - Drop Shipment • PC

📍 Oak Street Health - Cherry Hill, MI — 27155 Cherry Hill Rd, Inkster MI, 48141

Jan 22, 2026 → Mar 12, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Mar 27, 2026
✓ SLA Met (11 biz days early)
Active: 8 biz days
Paused: 26 biz days
🕐 Clock stopped: Completed (Mar 12, 2026)
▶ Clock Running
Status: Created
Jan 22 → Jan 22, 2026
0 business days (counted)
Running total: 0 of ? biz days used
⏸26d
⏸ Clock Paused
Status: Awaiting Parts
Jan 22 → Mar 2, 2026
26 business days (not counted)
▶ Clock Running
Status: L2 Review
Mar 2 → Mar 5, 2026
3 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Assigned
Mar 5 → Mar 5, 2026
0 business days (counted)
Running total: 3 of ? biz days used
3d
▶ Clock Running
Status: L2 Review
Mar 5 → Mar 10, 2026
3 business days (counted)
Running total: 6 of ? biz days used
▶ Clock Running
Status: Closed
Mar 10 → Mar 12, 2026
2 business days (counted)
Running total: 8 of ? biz days used
▶ Clock Running
Status: L2 Review
Mar 12 → Mar 12, 2026
0 business days (counted)
Running total: 8 of ? biz days used
Created: Jan 22, 2026 Completed: Mar 12, 2026
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Jan 22 → Jan 22 Created ▶ Running 0 0
Jan 22 → Mar 2 Awaiting Parts ⏸ Paused 26
Mar 2 → Mar 5 L2 Review ▶ Running 3 3
Mar 5 → Mar 5 Assigned ▶ Running 0 3
Mar 5 → Mar 10 L2 Review ▶ Running 3 6
Mar 10 → Mar 12 Closed ▶ Running 2 8
Mar 12 → Mar 12 L2 Review ▶ Running 0 8
Dispatch 0.0d
Material Management 26.7d
Coordinators 0.0d
Billing 14.5d
✓ SLA Met
Dispatch
0.0 days
Material Management
26.7 days
Over SLA
Coordinators
0.0 days
Billing
14.5 days
Over SLA
Created: Jan 22, 2026 Due: Mar 27, 2026 Completed: Mar 12, 2026 (15 days early)
📅
34.7 days Total Age
⏱️
26.7d in Awaiting Parts Longest Stage
🔄
10 transitions Status Changes
⚠️
39.0d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00561382
L2 review - HCP
Closed
we received replacement parts for a broken connex machine we had and the clip to hold the connex on the rolling cart is missing. When I shipped the broken parts back I also shipped the clip because it was not holding the device anymore can you ship me the clip that holds the connex to the rolling cart?
Priority
Standard
Origin
Email
Reason
New Case
Contact
Holly Handlon
Owner
Virtual Tech
Created
Jan 22, 2026
Work Orders from this Case (1)
WO-01339365 (current) Invoiced
Virtual Tech - Drop Shipment • Virtual Tech
Created: Jan 22, 2026 • Closed: Mar 12, 2026
Completed with significant delays
Invoiced • 203 days old
🚨
Primary Delay 26.7 days stuck in "Awaiting Parts"
⏱️
Total Delay 39.0 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
Awaiting Parts
26.7d / 3.0d SLA
L2 Review
8.2d
Assigned
0.0d / 0.5d SLA
Closed
3.4d / 1.0d SLA
Ready to Bill
14.4d / 1.0d SLA
Invoice Pending
0.1d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

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
we received replacement parts for a broken connex machine we had and the clip to hold the connex on the rolling cart is missing. When I shipped the broken parts back I also shipped the clip because it was not holding the device anymore can you ship me the clip that holds the connex to the rolling cart? https://www.ebiotrack.com/workorder.php?wo=71093

Timeline

📞
Case Linked Jan 22, 12:46 PM
Case Number: 00561382
Subject: L2 review - HCP
Status: Closed
📋
3 Work Order Created Jan 22, 1:39 PM
Work Order Created → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00088877
Status: Closed
📦
Status: Awaiting Parts by Derek Reynolds
From: Entered
To: Awaiting Parts
Duration in Previous: 3m
🚨 21.0 business days
⏱️
Labor Added Feb 20, 10:41 AM
Type: Labor
Status: Open
Qty: 0.016666666666667
⚠️ 7.0 business days
🔩
2 2x Parts Added Mar 2, 9:27 AM
2x Parts Added → Status: L2 Review
👀
Status: L2 Review by John Rolston
From: Awaiting Parts
To: L2 Review
Duration in Previous: 38d 19h
4.0 business days
👷
2 Technician Assigned Mar 5, 10:49 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Gavin Poole
From: L2 Review
To: Assigned
Duration in Previous: 3d 1h
👀
Status: L2 Review by Gavin Poole Mar 5, 11:02 AM
From: Assigned
To: L2 Review
Duration in Previous: 12m
4.0 business days
🏁
Status: Closed by Gavin Poole Mar 10, 10:31 AM
From: L2 Review
To: Closed
Duration in Previous: 4d 22h
3.0 business days
👀
Status: L2 Review by Diane Patton Mar 12, 12:02 PM
From: Closed
To: L2 Review
Duration in Previous: 2d 1h
✔️
Status: Completed by Gavin Poole Mar 12, 1:30 PM
From: L2 Review, Completed
To: Completed, Closed
Duration in Previous: 1h 27m, 0m
📄
Status: Ready to Bill by Diane Patton Mar 12, 4:55 PM
From: Closed
To: Ready to Bill
Duration in Previous: 3h 24m
🚨 14.9 business days
📨
Status: Invoice Pending by Diane Patton Apr 1, 5:31 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 20d 0h
🧾
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: 26.7 business days (threshold: 3.0 business days)
Exceeded by 23.7 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Ready to Bill
Duration: 14.4 business days (threshold: 1.0 business days)
Exceeded by 13.4 business days

🔗 Related Artifacts

📞
Case 00561382
Closed
📦
Parts Order 00088877
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Virtual Tech - Drop Shipment
Branch
Edge
Technician
Virtual Tech
Scheduled
N/A
Created
Jan 22, 1:39 PM
Invoice #
SM-258111

Work Details (3)

Name Type Status Qty Amount Date
WL-03113630 Labor Open 0.016666666666667 $30.64 Feb 20, 10:41 AM
WL-03125776 Parts Open 1 $172.99 Mar 2, 9:27 AM
WL-03125777 Expenses Open 1 $18.43 Mar 2, 9:27 AM

Details