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WO-01309893 ↗ ServiceMax

CenterWell (Humana) • Inspection • PSM

📍 Centerwell - Brook Road — 8191 Brook Road, Richmond VA, 23227

Oct 16, 2025 → Dec 18, 2025

✅ Completed
PSM Last business day of October 2025
Target: Oct 31, 2025
🕐 Clock stopped: Completed (Dec 18)
✗ SLA Missed (48d late)
Dispatch 0.0d
Coordinators 49.7d
Field Work 0.7d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
49.7 days
Over SLA
Field Work
0.7 days
Created: Oct 16, 2025 Due: Dec 31, 2025 Completed: Dec 18, 2025 (13 days early)
📅
46.0 days Total Age
⏱️
28.0d in Assigned Longest Stage
🔄
9 transitions Status Changes
⚠️
43.7d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
9 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 Christopher Morning — scheduling delays attributed to technician, not coordinators
Visit 1 Dec 9, 2025
Visit 2 Dec 18, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00535992
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 38 pieces https://www.ebiotrack.com/inspection.php?iid=30704
Priority
Standard
Origin
Email
Reason
New Case
Contact
Alana Parton
Owner
Sherry Reich
Created
Oct 16, 2025
Work Orders from this Case (1)
WO-01309893 (current) Invoiced
Inspection • Christopher Morning
Created: Oct 16, 2025 • Closed: Dec 18, 2025
Completed with significant delays
Invoiced • 210 days old
🚨
Primary Delay 28.0 days stuck in "Assigned"
⏱️
Total Delay 43.7 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
10.0d / 1.0d SLA
Assigned
28.0d / 0.5d SLA
Scheduled
9.0d / 2.0d SLA
Reschedule
2.8d / 2.0d SLA
Tech On Site
0.3d / 1.0d SLA
Completed
0.4d / 1.0d SLA
Closed
2.4d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

12/11 MOwens Called Shea back and the inspection visit is rescheduled for Thurs. 12/18 around 1pm.

12.9 M. Bateman Placing in reschedule due to the facility being closed due to inclement weather. This will need to be rescheduled.

12/5 MOwens Shea called back and the visit is scheduled for Tues 12/9 from 2-5pm.

12/5 MOwens Called the location and spoke to Shea. I told her the annual inspection was due this month on the tagged equipment. She took my number and will call back to schedule the visit.

12/2 MOwens Sent an email to Alana asking if 12/9 in the afternoon would work to schedule the inspection visit.

🔧 Work Performed
12-18-25 CTM - Performed Annual Inspection on all medical equipment located. Total of 46 pieces of equipment inspected . ALL PASS . Notified POC Alana Parton of findings and completion.
🔍 Technician Findings
12-18-25 CTM - Perform Annual Inspection on all medical equipment located. Notify POC Alana Parton of findings and completion.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 38 pieces https://www.ebiotrack.com/inspection.php?iid=30704

Timeline

📞
Case Linked Oct 16, 7:00 AM
Case Number: 00535992
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Oct 16, 8:28 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
🚨 10.0 business days
👷
2 Status: Assigned Oct 29, 9:32 AM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Melissa Owens
Technician: Michael Harris
🚨 25.0 business days
👷
Technician Assigned by Melissa Owens Dec 2, 2:20 PM
Technician: Christopher Morning
4.0 business days
📅
2 Dispatch Scheduled Dec 5, 11:00 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Melissa Owens
From: Assigned
To: Scheduled
Duration in Previous: 37d 2h
3.0 business days
🔄
Status: Reschedule by Matthew Bateman Dec 9, 12:54 PM
From: Scheduled
To: Reschedule
Duration in Previous: 4d 1h
⏱️
2 3x Labor Added Dec 9, 4:09 PM
3x Labor Added → Travel Added
🚗
Travel Added
Type: Travel
Status: Open
Qty: 178
3.0 business days
🗓️
2 Status: Scheduled Dec 11, 11:16 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-12-18T18:00:00.000+0000
⚠️ 6.0 business days
🔧
Status: Tech On Site by Christopher Morning Dec 18, 9:51 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 6d 22h
⏱️
2x Labor Added Dec 18, 9:56 AM
Type: Labor, Travel
Status: Open
Qty: 3, 178
⏱️
Labor Added Dec 18, 12:20 PM
Type: Labor
Status: Open
Qty: 2.5
✔️
Status: Completed by Christopher Morning Dec 18, 12:29 PM
From: Tech On Site
To: Completed
Duration in Previous: 2h 38m
⏱️
2 2x Labor Added Dec 18, 3:30 PM
2x Labor Added → Status: Closed
🏁
Status: Closed by Christopher Morning
From: Completed
To: Closed
Duration in Previous: 3h 1m
3.0 business days
📄
2 Status: Ready to Bill Dec 22, 5:18 PM
Status: Ready to Bill → Invoice Created
🧾
Invoice Created
Invoice Number: SM-249786

Bottlenecks

Ready for Scheduling
Duration: 10.0 business days (threshold: 1.0 business days)
Exceeded by 9.0 business days
Assigned
Duration: 28.0 business days (threshold: 4.0 business hours)
Exceeded by 27.5 business days
Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 8.0 business hours
Reschedule
Duration: 2.8 business days (threshold: 2.0 business days)
Exceeded by 6.1 business hours
Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Closed
Duration: 2.4 business days (threshold: 1.0 business days)
Exceeded by 1.4 business days

🔗 Related Artifacts

📞
Case 00535992
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Christopher Morning
Scheduled
Dec 18, 1:00 PM
Created
Oct 16, 8:28 AM
Invoice #
SM-249786

Work Details (9)

Name Type Status Qty Amount Date
WL-03031754 Labor Open 0.5 $0.00 Dec 9, 4:09 PM
WL-03031755 Labor Open 3.5 $0.00 Dec 9, 4:09 PM
WL-03031756 Travel Open 10 - Dec 9, 4:09 PM
WL-03031767 Travel Open 178 - Dec 9, 4:11 PM
WL-03041733 Labor Open 3 $0.00 Dec 18, 9:56 AM
WL-03041734 Travel Open 178 - Dec 18, 9:56 AM
WL-03041894 Labor Open 2.5 $1,292.00 Dec 18, 12:20 PM
WL-03042169 Labor Open 3 $0.00 Dec 18, 3:30 PM
WL-03042170 Travel Open 178 - Dec 18, 3:30 PM

Details