Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01303619 ↗ ServiceMax

HCA Urgent Care • Inspection • PSM

📍 CareNow - Taylor (4350-4367) — 3705 N Main Street, Suite 103, Taylor TX, 76574

Sep 10, 2025 → Aug 4, 2026

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (208 biz days late)
Active: 223 biz days
🕐 Clock stopped: Completed (Aug 4, 2026)
▶ Clock Running
Status: Created
Sep 10 → Sep 10, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 10 → Sep 10, 2025
0 business days (counted)
Running total: 0 of ? biz days used
22d
▶ Clock Running
Status: Assigned
Sep 10 → Oct 13, 2025
22 business days (counted)
Running total: 22 of ? biz days used
▶ Clock Running
Status: Entered
Oct 13 → Oct 13, 2025
0 business days (counted)
Running total: 22 of ? biz days used
178d
▶ Clock Running
Status: On Hold
Oct 13 → Jul 1, 2026
178 business days (counted)
Running total: 200 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jul 1 → Jul 9, 2026
5 business days (counted)
Running total: 205 of ? biz days used
▶ Clock Running
Status: Assigned
Jul 9 → Jul 15, 2026
4 business days (counted)
Running total: 209 of ? biz days used
▶ Clock Running
Status: Scheduled
Jul 15 → Aug 4, 2026
14 business days (counted)
Running total: 223 of ? biz days used
Created: Sep 10, 2025 Completed: Aug 4, 2026
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Sep 10 → Sep 10 Created ▶ Running 0 0
Sep 10 → Sep 10 Ready for Scheduling ▶ Running 0 0
Sep 10 → Oct 13 Assigned ▶ Running 22 22
Oct 13 → Oct 13 Entered ▶ Running 0 22
Oct 13 → Jul 1 On Hold ▶ Running 178 200
Jul 1 → Jul 9 Ready for Scheduling ▶ Running 5 205
Jul 9 → Jul 15 Assigned ▶ Running 4 209
Jul 15 → Aug 4 Scheduled ▶ Running 14 223
Dispatch 0.0d
Holding 178.0d (excluded)
Coordinators 47.6d
Field Work 0.0d
Billing 5.4d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
178.0 days
Coordinators
47.6 days
Over SLA
Field Work
0.0 days
Billing
5.4 days
Over SLA
Created: Sep 10, 2025 Due: Jul 31, 2026 Completed: Aug 4, 2026 (3 days late)
📅
224.0 days Total Age
⏱️
178.0d in On Hold Longest Stage
🔄
10 transitions Status Changes
⚠️
48.1d over Total Delay
📦
0 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 #00525881
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 28 pieces https://www.ebiotrack.com/inspection.php?iid=29967
Priority
Standard
Origin
Email
Reason
New Case
Contact
Erica Estrada
Owner
Leona Coonrod
Created
Sep 10, 2025
Work Orders from this Case (1)
WO-01303619 (current) Invoiced
Inspection • Anthony Wirth
Created: Sep 10, 2025 • Closed: Aug 4, 2026
Completed with significant delays
Invoiced • 339 days old
🚨
Primary Delay 178.0 days stuck in "On Hold"
⏱️
Total Delay 48.1 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
5.7d / 1.0d SLA
Assigned
27.5d / 0.5d SLA
On Hold
178.0d
Scheduled
14.5d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.2d / 1.0d SLA
Ready to Bill
5.4d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

7/15 KKelch called Lindy to schedule for 7/31 with arrival between 9 and 11 am. Left VM. 


7/1/26 SReich - Customer called to update POC, per chatter, L Oberg requested a due date change and flip to RFS.


10/13 KKelch placed on hold due to 3 failed attempts to schedule

10/8 KKelch sent Erica an email for scheduling

9/22 KKelch sent Erica an email for scheduling

9/15 KKelch called Erica to schedule for 10/27 between 9 and 10 am. Wrong number for this location, sent email. 

🔧 Work Performed
Annual Equipment Electrical Safety Test And Calibration
🔍 Technician Findings
Found no issues with units
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 28 pieces https://www.ebiotrack.com/inspection.php?iid=29967

Timeline

📞
Case Linked Sep 10, 7:00 AM
Case Number: 00525881
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Sep 10, 11:41 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Leona Coonrod
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Status: Assigned Sep 10, 12:10 PM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Kaitlyn Kelch
Technician: Anthony Wirth
🚨 23.0 business days
🆕
Status: Entered by Kaitlyn Kelch Oct 13, 10:16 AM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 32d 22h, 0m
🚨 178.0 business days
📅
Status: Ready for Scheduling by Sherry Reich Jul 1, 3:03 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 261d 4h
⚠️ 6.0 business days
👷
2 Technician Assigned Jul 9, 4:12 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 8d 1h
5.0 business days
🗓️
2 Status: Scheduled Jul 15, 4:12 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-07-31T14:00:00.000+0000
⚠️ 7.0 business days
📅
Dispatch Scheduled by Kaitlyn Kelch Jul 23, 11:51 AM
Scheduled For: 2026-08-04T14:00:00.000+0000
⚠️ 9.0 business days
✔️
Status: Completed by Anthony Wirth Aug 4, 6:32 PM
From: Scheduled
To: Completed
Duration in Previous: 20d 2h
⏱️
2 3x Labor Added Aug 4, 6:40 PM
3x Labor Added → Status: Closed
🏁
Status: Closed by Anthony Wirth
From: Completed
To: Closed
Duration in Previous: 9m
📄
Status: Ready to Bill by Diane Patton Aug 5, 4:42 PM
From: Closed
To: Ready to Bill
Duration in Previous: 22h 1m
⚠️ 5.9 business days
📨
2 Status: Invoice Pending Aug 12, 5:39 PM
Status: Invoice Pending → Invoice Created
🧾
Invoice Created
Invoice Number: SM-270011

Bottlenecks

Assigned
Duration: 23.0 business days (threshold: 4.0 business hours)
Exceeded by 22.5 business days
Ready for Scheduling
Duration: 5.6 business days (threshold: 1.0 business days)
Exceeded by 4.6 business days
Assigned
Duration: 4.5 business days (threshold: 4.0 business hours)
Exceeded by 4.0 business days
Scheduled
Duration: 14.5 business days (threshold: 2.0 business days)
Exceeded by 12.5 business days
Closed
Duration: 1.2 business days (threshold: 1.0 business days)
Exceeded by 1.3 business hours
Ready to Bill
Duration: 5.4 business days (threshold: 1.0 business days)
Exceeded by 4.4 business days

🔗 Related Artifacts

📞
Case 00525881
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Anthony Wirth
Scheduled
Aug 4, 10:00 AM
Created
Sep 10, 11:41 AM
Invoice #
SM-270011

Work Details (3)

Name Type Status Qty Amount Date
WL-03320706 Labor Open 2.5 $0.00 Aug 4, 6:40 PM
WL-03320707 Labor Open 3 $925.00 Aug 4, 6:40 PM
WL-03320708 Travel Open 148 - Aug 4, 6:40 PM

Details