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WO-01340206 ↗ ServiceMax

Oak Street Health • Virtual Tech - Field Repair • P3

📍 Oak Street Health - Rock Hill — 1735 Heckle Blvd Unit M-S130, Rock Hill SC, 29732-1885

Jan 27, 2026 → Feb 13, 2026

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Jan 30, 2026
✗ SLA Missed (5 biz days late)
Active: 8 biz days
Paused: 5 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Feb 14, 2026)
SLA Target
▶ Clock Running
Status: Created
Jan 27 → Jan 27, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 27 → Jan 27, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Assigned
Jan 27 → Jan 28, 2026
1 business day (counted)
Running total: 1 of 3 biz days used
5d
▶ Clock Running
Status: Scheduled
Jan 28 → Feb 4, 2026
5 business days (counted)
Running total: 6 of 3 biz days used
⏸5d
⏸ Clock Paused
Status: Awaiting Parts
Feb 4 → Feb 11, 2026
5 business days (not counted)
1d
▶ Clock Running
Status: Reschedule
Feb 11 → Feb 12, 2026
1 business day (counted)
Running total: 7 of 3 biz days used
1d
▶ Clock Running
Status: Scheduled
Feb 12 → Feb 14, 2026
1 business day (counted)
Running total: 8 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Feb 14 → Feb 14, 2026
0 business days (counted)
Running total: 8 of 3 biz days used
Created: Jan 27, 2026 Completed: Feb 14, 2026
Business Days Used 8 / 3
0 3d budget +5d over
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Jan 27 → Jan 27 Created ▶ Running 0 0 / 3
Jan 27 → Jan 27 Ready for Scheduling ▶ Running 0 0 / 3
Jan 27 → Jan 28 Assigned ▶ Running 1 1 / 3
Jan 28 → Feb 4 Scheduled ▶ Running 5 6 / 3
Feb 4 → Feb 11 Awaiting Parts ⏸ Paused 5
Feb 11 → Feb 12 Reschedule ▶ Running 1 7 / 3
Feb 12 → Feb 14 Scheduled ▶ Running 1 8 / 3
Feb 14 → Feb 14 Tech On Site ▶ Running 0 8 / 3
Dispatch 0.0d
Material Management 4.4d
Coordinators 11.4d
Billing 9.0d
✗ SLA Missed
Dispatch
0.0 days
Material Management
4.4 days
Over SLA
Coordinators
11.4 days
Over SLA
Billing
9.0 days
Over SLA
Created: Jan 27, 2026 Due: Feb 17, 2026 Completed: Feb 14, 2026 (3 days early)
📅
13.4 days Total Age
⏱️
9.0d in Ready to Bill Longest Stage
🔄
11 transitions Status Changes
⚠️
14.2d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
11 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits (1 reschedule)
2 on-site visits — follow-up trip required
👤 Self-scheduled by Eric Colon — scheduling delays attributed to technician, not coordinators
Visit 1 Feb 4, 2026
Visit 2 Feb 13, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00562488
Oak Street Health - 48 Hour - 142027: New Work Order Assigned
Closed
Oak Street Work Order #142027 edical Equipment Purchase Request Priority: 48 Hour Work Order Description: Repair for EKG Machine, not working or printing readings well.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Abigail Flores
Owner
Virtual Tech
Created
Jan 27, 2026
Work Orders from this Case (2)
WO-01340129 Invoiced
Virtual Tech • Virtual Tech
Created: Jan 27, 2026 • Closed: Jan 27, 2026
WO-01340206 (current) Invoiced
Virtual Tech - Field Repair • Eric Colon
Created: Jan 27, 2026 • Closed: Feb 13, 2026
Completed with significant delays
Invoiced • 198 days old
🚨
Primary Delay 9.0 days stuck in "Ready to Bill"
⏱️
Total Delay 14.2 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
0.1d / 1.0d SLA
Assigned
1.3d / 0.5d SLA
Scheduled
8.0d / 2.0d SLA
Awaiting Parts
4.4d / 3.0d SLA
Reschedule
2.0d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.0d / 1.0d SLA
Ready to Bill
9.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2/12 MOwens Abigail replied back that 2/13 between 3-5pm works for the repair visit.

2/11 MOwens Sent email to Abigail asking if the repair visit can be scheduled between 3-5pm on 2/13 since the parts should deliver by EOD on 2/12


SCHEDULED DELIVERY DATE

Thursday

2/12/26 by end of day

Estimated between

11:15 AM - 3:15 PM


2/2 MOwens Sent FU email to Abigail to reschedule the visit for Wed. 2/4 in the afternoon because of the winter snowstorm.

1/28 MOwens Abigail replied back that Mon. 2/2 from 4-5pm works for the visit.

1/27 MOwens Sent email to Abigail Flores asking to schedule the repair visit for the first opening next Monday 2/2 from 4-5pm.

🔧 Work Performed
2/13/26- EColon- Arrived onsite, checked in with front desk and received part. Replaced part and completed functional check. Checked for artifacts and reported findings to customer and how they can troubleshoot if artifacts occur in future. Unit fully functional 2/4/2026- Arrived onsite, checked in with front desk. Users complaining about artifacts. Nurse was able to pull up several recordings to show artifacts. Placed unit on patient simulator and found some artifacts on leads when bending some of the leads. Will place parts order for leads.
🔍 Technician Findings
Artifacts on waveform
⚠️ Problem Description
Oak Street Work Order #142027 Perform full functional testing on EKG. Customer reporting Artifacts. check connections https://www.ebiotrack.com/workorder.php?wo=71185

Timeline

📞
Case Linked Jan 27, 12:37 PM
Case Number: 00562488
Subject: Oak Street Health - 48 Hour - 142027: New Work Order Assigned
Status: Closed
📋
2 Work Order Created Jan 27, 3:40 PM
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 27, 4:22 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 41m
🗓️
2 Status: Scheduled Jan 28, 8:53 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2026-02-02T21:00:00.000+0000
4.0 business days
📅
Dispatch Scheduled by Melissa Owens Feb 2, 9:04 AM
Scheduled For: 2026-02-04T20:00:00.000+0000
3.0 business days
🚗
3x Travel Added Feb 4, 12:45 PM
Type: Travel, Labor
Status: Open
Qty: 17, 0.75, 72
⏱️
3 2x Labor Added Feb 4, 3:48 PM
2x Labor Added → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00089718
Status: Closed
📦
Status: Awaiting Parts by Eric Colon
From: Scheduled
To: Awaiting Parts
Duration in Previous: 7d 6h
⚠️ 5.0 business days
🔩
2 2x Parts Added Feb 10, 7:01 PM
2x Parts Added → Status: Reschedule
🔄
Status: Reschedule by Julie Ann Shoemaker
From: Awaiting Parts
To: Reschedule
Duration in Previous: 6d 3h
2.6 business days
🗓️
2 Status: Scheduled Feb 12, 9:49 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2026-02-13T20:30:00.000+0000
2.0 business days
⏱️
4x Labor Added Feb 13, 7:22 PM
Type: Labor, Travel
Status: Open
Qty: 1, 0.5, 1.5, 72
🔧
2 Status: Tech On Site Feb 13, 7:33 PM
Status: Tech On Site → Status: Closed
🏁
Status: Closed by Eric Colon
From: Completed
To: Closed
Duration in Previous: 1m
1.6 business days
📄
Status: Ready to Bill by Diane Patton Feb 17, 11:08 AM
From: Closed
To: Ready to Bill
Duration in Previous: 3d 15h
⚠️ 9.0 business days
📨
Status: Invoice Pending by Diane Patton Feb 28, 1:13 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 11d 2h
🧾
2 Invoice Created Feb 28, 1:18 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 5m

Bottlenecks

Assigned
Duration: 1.3 business days (threshold: 4.0 business hours)
Exceeded by 6.6 business hours
Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Awaiting Parts
Duration: 4.4 business days (threshold: 3.0 business days)
Exceeded by 1.4 business days
Ready to Bill
Duration: 9.0 business days (threshold: 1.0 business days)
Exceeded by 8.0 business days

🔗 Related Artifacts

📞
Case 00562488
Closed
📦
Parts Order 00089718
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Virtual Tech - Field Repair
Branch
Edge
Technician
Eric Colon
Scheduled
Feb 13, 3:30 PM
Created
Jan 27, 3:40 PM
Invoice #
SM-255246

Work Details (11)

Name Type Status Qty Amount Date
WL-03091206 Travel Open 17 - Feb 4, 12:45 PM
WL-03091207 Labor Open 0.75 $91.93 Feb 4, 12:45 PM
WL-03091208 Travel Open 72 - Feb 4, 12:45 PM
WL-03091552 Labor Open 1.25 $153.21 Feb 4, 3:48 PM
WL-03091553 Labor Open 1.75 $0.00 Feb 4, 3:48 PM
WL-03099997 Parts Open 1 $187.23 Feb 10, 7:01 PM
WL-03099998 Expenses Open 1 $24.16 Feb 10, 7:01 PM
WL-03105897 Labor Open 1 $122.57 Feb 13, 7:22 PM
WL-03105898 Labor Open 0.5 $61.29 Feb 13, 7:22 PM
WL-03105899 Labor Open 1.5 $0.00 Feb 13, 7:22 PM
WL-03105900 Travel Open 72 - Feb 13, 7:22 PM

Details