Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01340949 ↗ ServiceMax

HIGI LLC • Installation • PC

📍 Publix 2113 — 1975 Silverleaf Pkwy, Suite 101, Saint Augustine FL, 32092

Jan 30, 2026 → Mar 18, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Mar 18, 2026
✓ SLA Met
Active: 32 biz days
🕐 Clock stopped: Completed (Mar 18, 2026)
▶ Clock Running
Status: Created
Jan 30 → Jan 30, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: L2 Screening
Jan 30 → Jan 30, 2026
0 business days (counted)
Running total: 0 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Jan 30 → Jan 30, 2026
0 business days (not counted)
26d
▶ Clock Running
Status: Production
Jan 30 → Mar 10, 2026
26 business days (counted)
Running total: 26 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Mar 10 → Mar 10, 2026
0 business days (counted)
Running total: 26 of ? biz days used
6d
▶ Clock Running
Status: Scheduled
Mar 10 → Mar 18, 2026
6 business days (counted)
Running total: 32 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 18 → Mar 18, 2026
0 business days (counted)
Running total: 32 of ? biz days used
Created: Jan 30, 2026 Completed: Mar 18, 2026
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Jan 30 → Jan 30 Created ▶ Running 0 0
Jan 30 → Jan 30 L2 Screening ▶ Running 0 0
Jan 30 → Jan 30 Awaiting Parts ⏸ Paused 0
Jan 30 → Mar 10 Production ▶ Running 26 26
Mar 10 → Mar 10 Ready for Scheduling ▶ Running 0 26
Mar 10 → Mar 18 Scheduled ▶ Running 6 32
Mar 18 → Mar 18 Tech On Site ▶ Running 0 32
Dispatch 26.4d
Material Management 0.6d
Coordinators 7.1d
Field Work 0.7d
Billing 53.3d
✓ SLA Met
Dispatch
26.4 days
Over SLA
Material Management
0.6 days
Coordinators
7.1 days
Over SLA
Field Work
0.7 days
Billing
53.3 days
Over SLA
Created: Jan 30, 2026 Due: Mar 18, 2026 Completed: Mar 18, 2026 (on time)
📅
33.0 days Total Age
⏱️
38.0d in Billing Review Longest Stage
🔄
12 transitions Status Changes
⚠️
80.0d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
6 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 #00563799
CF-82450
Closed
How will higi connect to the internet: Wifi Ship Date: Delivery Date: 3/17/26 Installation Date: 3/18/26 Additional Info or special requirements Christina Robbins (off-site) cell 904-310-0761 Use a 2014 refurbished unit. Delivery is standard retail Dock to Dock. Grand Opening 3/26/26 Refer to HWI-0022 Publix Convert to WIFI process. Open Publix Network, so no password required. Link to the Work Instruction, required checklist on page 5 https://emsar-portal1.sharepoint.com/SOPs%20and%20Work%20Instructions/Forms/AllItems.aspx?id=%2FSOPs%20and%20Work%20Instructions%2FHigi%20%26%20Legacy%20Kiosk%20Group%2FHigi%20Green%2FWI%2DST%2D345%20Higi%20Green%20Installation%20Process%2Epdf&parent=%2FSOPs%20and%20Work%20Instructions%2FHigi%20%26%20Legacy%20Kiosk%20Group%2FHigi%20Green&p=true&ct=1724684970563&or=Teams%2DHL&ga=1  Technician MUST check out with a call to EMSAR’s Tech Support **IMPORTANT** Immediately upon accepting this installation/relocation work order, the Coordinator shall contact the site to make them aware of the installation date and approximate time for the installation.  If the coordinator is unable to make contact, notify EMSAR account manager so HIGI can provide us with an alternate contact name and number.  Verification of delivery will be recorded in the problem description once delivered by the logistics coordinator.   Use this password to access the kiosk: miker0me0g0lfech0  Important: Check in upon arrival via WO button or Coordinator before you begin working on the kiosk. You must check out with Technical Support after install to verify in the portal that the kiosk is online, PC is deployed and operational Call 931-284-4999 and follow the prompts. Our Level II Support team must first verify the errors in the customer portal. Be prepared to give the Work Order number. Support Hours are Monday- Friday from 8:00 AM EST until 8:00 PM EST.  
Priority
High
Origin
Client Form
Reason
New Case
Contact
N/A
Owner
Leona Coonrod
Created
Jan 30, 2026
Work Orders from this Case (1)
WO-01340949 (current) Invoiced
Installation • Robert Lewis
Created: Jan 30, 2026 • Closed: Mar 18, 2026
Completed with significant delays
Invoiced • 197 days old
🚨
Primary Delay 38.0 days stuck in "Billing Review"
⏱️
Total Delay 80.0 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
0.1d / 1.0d SLA
Awaiting Parts
0.6d / 3.0d SLA
Production
26.3d / 2.0d SLA
Ready for Scheduling
0.2d / 1.0d SLA
Scheduled
6.9d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Completed
0.5d / 1.0d SLA
Closed
1.5d / 1.0d SLA
Billing Review
38.0d / 2.0d SLA
Ready to Bill
15.2d / 1.0d SLA
Invoice Pending
0.1d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

05122025 NFloyd - BOL added - Moved to RTB

3.20.26 hshaw - missing BOL

3/10/26 AJinerson - Received call back/VM from Christina confirming tech visit for 3/18 between 10am-12pm. They will have multiple pharmacists on site this day.


3/10/26 AJinerson - Called Christina Robbins at 904-310-0761 - No answer, left VM regarding having this service scheduled for our tech to visit on Wednesday, 3/18 with arrival between 10am-12pm and to call back with any questions/concerns. 


Ready Date 3/12/2026 BA

🔧 Work Performed
Installed the Higi.
🔍 Technician Findings
Kiosk was in the box.
⚠️ Problem Description
Special Instructions: Christina Robbins (off-site) cell 904-310-0761 Use a 2014 refurbished unit. Delivery is standard retail Dock to Dock. Grand Opening 3/26/26 Refer to HWI-0022 Publix Convert to WIFI process. Open Publix Network, so no password required. How will higi connect to the internet: Wifi Ship Date: Delivery Date: 3/17/26 Installation Date: 3/18/26 Additional Info or special requirements Christina Robbins (off-site) cell 904-310-0761 Use a 2014 refurbished unit. Delivery is standard retail Dock to Dock. Grand Opening 3/26/26 Refer to HWI-0022 Publix Convert to WIFI process. Open Publix Network, so no password required. Link to the Work Instruction, required checklist on page 5 https://emsar-portal1.sharepoint.com/SOPs%20and%20Work%20Instructions/Forms/AllItems.aspx?id=%2FSOPs%20and%20Work%20Instructions%2FHigi%20%26%20Legacy%20Kiosk%20Group%2FHigi%20Green%2FWI%2DST%2D345%20Higi%20Green%20Installation%20Process%2Epdf&parent=%2FSOPs%20and%20Work%20Instructions%2FHigi%20%26%20Legacy%20Kiosk%20Group%2FHigi%20Green&p=true&ct=1724684970563&or=Teams%2DHL&ga=1  Technician MUST check out with a call to EMSAR’s Tech Support **IMPORTANT** Immediately upon accepting this installation/relocation work order, the Coordinator shall contact the site to make them aware of the installation date and approximate time for the installation.  If the coordinator is unable to make contact, notify EMSAR account manager so HIGI can provide us with an alternate contact name and number.  Verification of delivery will be recorded in the problem description once delivered by the logistics coordinator.   Use this password to access the kiosk: miker0me0g0lfech0  Important: Check in upon arrival via WO button or Coordinator before you begin working on the kiosk. You must check out with Technical Support after install to verify in the portal that the kiosk is online, PC is deployed and operational Call 931-284-4999 and follow the prompts. Our Level II Support team must first verify the errors in the customer portal. Be prepared to give the Work Order number. Support Hours are Monday- Friday from 8:00 AM EST until 8:00 PM EST.  
📄 Description
Higi Green Kiosk with a Wifi Installed and Storm Key pad

Timeline

📞
3 Case Linked Jan 30, 11:04 AM
Case Linked → Work Order Created → Status: L2 Screening
📋
Work Order Created
Work Order: WO-01340949
Type: Installation
Priority: PC
🔍
Status: L2 Screening by Leona Coonrod
From: Entered
To: L2 Screening
Duration in Previous: 0m
📦
2 Parts Requested Jan 30, 11:45 AM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Emmanuel Morales
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 40m
🏭
Status: Production by Bryan Allphin Jan 30, 4:25 PM
From: Awaiting Parts
To: Production
Duration in Previous: 4h 40m
🚨 26.9 business days
📅
Status: Ready for Scheduling by Bryan Allphin Mar 10, 11:19 AM
From: Production
To: Ready for Scheduling
Duration in Previous: 38d 17h
👷
3 Technician Assigned Mar 10, 12:42 PM
Technician Assigned → Dispatch Scheduled → Status: Scheduled
📅
Dispatch Scheduled by Ben Saur
Scheduled For: 2026-03-18T14:00:00.000+0000, 2026-03-18T12:00:00.000+0000, 2026-03-18T16:00:00.000+0000
🗓️
Status: Scheduled by Ben Saur
From: Ready for Scheduling
To: Scheduled
Duration in Previous: 1h 23m
📅
2 Dispatch Scheduled Mar 11, 10:55 AM
Dispatch Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2026-03-18T17:30:00.000+0000
🔩
2x Parts Added Mar 11, 1:51 PM
Type: Parts, Expenses
Status: Open
Qty: 1
⚠️ 6.0 business days
🔧
Status: Tech On Site by Robert Lewis Mar 18, 12:41 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 23h
⏱️
3x Labor Added Mar 18, 1:29 PM
Type: Labor, Travel
Status: Open
Qty: 2.01667, 125
💵
2 Expenses Added Mar 18, 1:40 PM
Expenses Added → Status: Completed
✔️
Status: Completed by Robert Lewis
From: Tech On Site
To: Completed
Duration in Previous: 1h 0m
🏁
Status: Closed by Robert Lewis Mar 18, 6:03 PM
From: Completed
To: Closed
Duration in Previous: 4h 21m
1.7 business days
💵
Status: Billing Review by Hannah Shaw Mar 19, 10:23 PM
From: Closed
To: Billing Review
Duration in Previous: 1d 4h
🚨 38.2 business days
📄
Status: Ready to Bill by Nicole Floyd May 12, 6:22 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 53d 19h
🚨 15.7 business days
📨
Status: Invoice Pending by Hannah Shaw Jun 3, 4:42 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 21d 22h
💰
2 Status: Invoiced Jun 3, 5:09 PM
Status: Invoiced → Invoice Created
🧾
Invoice Created
Invoice Number: SM-263730

Bottlenecks

Production
Duration: 26.3 business days (threshold: 2.0 business days)
Exceeded by 24.3 business days
Scheduled
Duration: 6.9 business days (threshold: 2.0 business days)
Exceeded by 4.9 business days
Closed
Duration: 1.5 business days (threshold: 1.0 business days)
Exceeded by 4.3 business hours
Billing Review
Duration: 38.0 business days (threshold: 2.0 business days)
Exceeded by 36.0 business days
Ready to Bill
Duration: 15.2 business days (threshold: 1.0 business days)
Exceeded by 14.2 business days

🔗 Related Artifacts

📞
Case 00563799
Closed
📦
Parts Order 00089369
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
N/A
Technician
Robert Lewis
Scheduled
Mar 18, 1:30 PM
Created
Jan 30, 11:04 AM
Invoice #
SM-263730

Work Details (6)

Name Type Status Qty Amount Date
WL-03139305 Parts Open 1 $0.00 Mar 11, 1:51 PM
WL-03139306 Expenses Open 1 $0.00 Mar 11, 1:51 PM
WL-03149256 Labor Open 2.01667 $0.00 Mar 18, 1:29 PM
WL-03149257 Travel Open 125 $0.00 Mar 18, 1:29 PM
WL-03149258 Labor Open 1 $219.91 Mar 18, 1:29 PM
WL-03149284 Expenses Open 1 $0.00 Mar 18, 1:40 PM

Details