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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01355991 ↗ ServiceMax

Oak Street Health • Virtual Tech - Depot • PC

📍 Oak Street Health - Flatbush, NY — 1249 Nostrand Ave, Brooklyn NY, 11225

Mar 6, 2026 → Mar 9, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Mar 13, 2026
✓ SLA Met (4 biz days early)
Active: 1 biz days
🕐 Clock stopped: Completed (Mar 9, 2026)
▶ Clock Running
Status: Created
Mar 6 → Mar 6, 2026
0 business days (counted)
Running total: 0 of ? biz days used
1d
▶ Clock Running
Status: Assigned
Mar 6 → Mar 9, 2026
1 business day (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 9 → Mar 9, 2026
0 business days (counted)
Running total: 1 of ? biz days used
Created: Mar 6, 2026 Completed: Mar 9, 2026
Show SLA Clock Detail (3 periods)
Period Status Clock Biz Days Running Total
Mar 6 → Mar 6 Created ▶ Running 0 0
Mar 6 → Mar 9 Assigned ▶ Running 1 1
Mar 9 → Mar 9 Tech On Site ▶ Running 0 1
Coordinators 1.3d
Field Work 0.0d
Billing 17.2d
✓ SLA Met
Coordinators
1.3 days
Over SLA
Field Work
0.0 days
Billing
17.2 days
Over SLA
Created: Mar 6, 2026 Due: Mar 13, 2026 Completed: Mar 9, 2026 (4 days early)
📅
1.3 days Total Age
⏱️
17.1d in Ready to Bill Longest Stage
🔄
7 transitions Status Changes
⚠️
16.9d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
1 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00568561
OSH Flatbush Return
Closed
Becton Dickinson - 256066 Analyzer asset ID 12939833 customer would like to return - no longer works
Priority
Standard
Origin
Email
Reason
New Case
Contact
Niesha Wilkins
Owner
Virtual Tech
Created
Feb 16, 2026
Work Orders from this Case (2)
WO-01351809 Invoiced
Virtual Tech • Virtual Tech
Created: Feb 16, 2026 • Closed: Feb 16, 2026
WO-01355991 (current) Invoiced
Virtual Tech - Depot • Samuel A Klein
Created: Mar 6, 2026 • Closed: Mar 9, 2026
Completed with significant delays
Invoiced • 160 days old
🚨
Primary Delay 17.1 days stuck in "Ready to Bill"
⏱️
Total Delay 16.9 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Invoiced
0.0d
Assigned
1.3d / 0.5d SLA
Tech On Site
0.0d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.0d / 1.0d SLA
Ready to Bill
17.1d / 1.0d SLA
Invoice Pending
0.1d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

Disposing of unit due to unit being expired. Picture of expired unit in Files

🔧 Work Performed
Unit was disposed of and WO is ready to close and bill.
🔍 Technician Findings
Unit was expired when it arrived into Depot. Archiving/Disposing of unit.
⚠️ Problem Description
Becton Dickinson - 256066 Analyzer asset ID 12939833 customer would like to return - no longer works https://www.ebiotrack.com/workorder.php?wo=72242
📄 Description
BD Veritor Plus Analyzer Oak Street Health’s Consigned Inventory

Timeline

📞
Case Linked Feb 16, 8:11 AM
Case Number: 00568561
Subject: OSH Flatbush Return
Status: Closed
🚨 14.0 business days
📋
2 Work Order Created Mar 6, 4:14 PM
Work Order Created → Status: Assigned
👷
Status: Assigned by Samuel Klein
From: Invoiced
To: Assigned
Duration in Previous: 0m
1.9 business days
🔧
4 Status: Tech On Site Mar 9, 8:49 AM
Status: Tech On Site → Labor Added → Status: Completed → Status: Closed
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 1
✔️
Status: Completed by Samuel Klein
From: Tech On Site
To: Completed
Duration in Previous: 2m
🏁
Status: Closed by Samuel Klein
From: Completed
To: Closed
Duration in Previous: 2m
📄
Status: Ready to Bill by Diane Patton Mar 9, 7:12 PM
From: Closed
To: Ready to Bill
Duration in Previous: 10h 18m
🚨 17.6 business days
📨
Status: Invoice Pending by Diane Patton Apr 1, 5:31 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 22d 22h
🧾
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

Assigned
Duration: 1.3 business days (threshold: 4.0 business hours)
Exceeded by 6.8 business hours
Ready to Bill
Duration: 17.1 business days (threshold: 1.0 business days)
Exceeded by 16.1 business days

🔗 Related Artifacts

📞
Case 00568561
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Virtual Tech - Depot
Branch
Edge
Technician
Samuel A Klein
Scheduled
N/A
Created
Mar 6, 4:14 PM
Invoice #
SM-258111

Work Details (1)

Name Type Status Qty Amount Date
WL-03135574 Labor Open 1 $122.57 Mar 9, 8:51 AM

Details