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WO-01328390 ↗ ServiceMax

Conviva Care Solutions (Humana) • Inspection • PSM

📍 Conviva Floresville #3298 — 260 U.S. HWY 181 North, Suite 104, Floresville TX, 78114

Dec 30, 2025 → Apr 3, 2026

✅ Completed
PSM
SLA Clock
Last business day of December 2025 · Target: Dec 31, 2025
✗ SLA Missed (63 biz days late)
Active: 65 biz days
🕐 Clock stopped: Completed (Apr 3, 2026)
▶ Clock Running
Status: Created
Dec 30 → Dec 30, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Dec 30 → Dec 30, 2025
0 business days (counted)
Running total: 0 of ? biz days used
8d
▶ Clock Running
Status: Assigned
Dec 30 → Jan 12, 2026
8 business days (counted)
Running total: 8 of ? biz days used
26d
▶ Clock Running
Status: Scheduled
Jan 12 → Feb 19, 2026
26 business days (counted)
Running total: 34 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 19 → Feb 20, 2026
1 business day (counted)
Running total: 35 of ? biz days used
▶ Clock Running
Status: Reschedule
Feb 20 → Feb 23, 2026
1 business day (counted)
Running total: 36 of ? biz days used
29d
▶ Clock Running
Status: Scheduled
Feb 23 → Apr 3, 2026
29 business days (counted)
Running total: 65 of ? biz days used
Created: Dec 30, 2025 Completed: Apr 3, 2026
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Dec 30 → Dec 30 Created ▶ Running 0 0
Dec 30 → Dec 30 Ready for Scheduling ▶ Running 0 0
Dec 30 → Jan 12 Assigned ▶ Running 8 8
Jan 12 → Feb 19 Scheduled ▶ Running 26 34
Feb 19 → Feb 20 Tech On Site ▶ Running 1 35
Feb 20 → Feb 23 Reschedule ▶ Running 1 36
Feb 23 → Apr 3 Scheduled ▶ Running 29 65
Dispatch 0.0d
Coordinators 67.4d
Field Work 2.0d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
67.4 days
Over SLA
Field Work
2.0 days
Over SLA
Billing
0.0 days
Created: Dec 30, 2025 Due: Feb 27, 2026 Completed: Apr 3, 2026 (34 days late)
📅
66.0 days Total Age
⏱️
30.0d in Scheduled Longest Stage
🔄
10 transitions Status Changes
⚠️
62.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
18 lines Work Details
🚩
3 visits On-Site Trips
👤
Self-Scheduled Scheduling
🚩
3 On-Site Visits (1 reschedule)
3 on-site visits — why were multiple trips needed?
👤 Self-scheduled by Anthony Wirth — scheduling delays attributed to technician, not coordinators
Visit 1 Feb 19, 2026
Visit 2 Apr 2, 2026
Visit 3 Apr 3, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00554841
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 102 https://www.ebiotrack.com/inspection.php?iid=32201
Priority
Standard
Origin
Email
Reason
New Case
Contact
Martha Jimenez
Owner
Shelby Robinson
Created
Dec 30, 2025
Work Orders from this Case (1)
WO-01328390 (current) Invoiced
Inspection • Anthony Wirth
Created: Dec 30, 2025 • Closed: Apr 3, 2026
Completed with significant delays
Invoiced • 229 days old
🚨
Primary Delay 30.0 days stuck in "Scheduled"
⏱️
Total Delay 62.6 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
8.9d / 0.5d SLA
Scheduled
57.0d / 2.0d SLA
Tech On Site
2.0d / 1.0d SLA
Reschedule
1.4d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.2d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

4/3/26 CDempsey- contacted Anthony about Past Scheduled wo. Customer needed to reschedule to today.

3/12 KKelch called Martha to reschedule for 3/26 with arrival between 2:30 and 3:30 pm. Customer confirmed. 

2/23 KKelch called Martha to schedule for 3/13 between 9 and 11 am. Customer confirmed. 

2/20/26 CDempsey- putting into Reschedule status. Tech will need to return to complete.

1/12 KKelch scheduled per logged email from Martha

1/12 KKelch sent Martha an email for scheduling

1/5 KKelch called Martha to schedule for 2/18-2/19 between 9 and 11 am. Left info. 

🔧 Work Performed
Arrived on-site and met with the customer, who requested a reschedule for the following afternoon due to all rooms being currently occupied. Despite the scheduling conflict, I was able to perform an initial assessment on the two requested units, an analyzer and a scale. Both pieces of equipment were tested and found to be operating within normal parameters. I will return to the site tomorrow afternoon to complete any remaining service requirements. 4/3 Completed the remaining units.
🔍 Technician Findings
Customer was using all the room and wanted me to look a two units.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 102 https://www.ebiotrack.com/inspection.php?iid=32201

Timeline

📞
Case Linked Dec 30, 6:00 AM
Case Number: 00554841
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Dec 30, 10:57 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Dec 30, 11:31 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 33m
⚠️ 9.0 business days
🗓️
2 Status: Scheduled Jan 12, 11:05 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-02-18T15:00:00.000+0000
🚨 26.0 business days
📅
Dispatch Scheduled by Kaitlyn Kelch Feb 18, 8:44 AM
Scheduled For: 2026-02-19T15:00:00.000+0000
2.0 business days
🔧
Status: Tech On Site by Anthony Wirth Feb 19, 9:56 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 37d 22h
🔩
Parts Added Feb 19, 3:42 PM
Type: Parts
Status: Open
Qty: 1
⏱️
2 5x Labor Added Feb 19, 9:09 PM
5x Labor Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
🔄
Status: Reschedule by Craig Dempsey Feb 20, 3:28 PM
From: Tech On Site
To: Reschedule
Duration in Previous: 1d 5h
2.0 business days
🗓️
2 Status: Scheduled Feb 23, 10:10 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-03-13T14:00:00.000+0000
🚨 11.0 business days
📅
Dispatch Scheduled by Kaitlyn Kelch Mar 9, 11:25 AM
Scheduled For: 2026-03-12T14:00:00.000+0000
3.0 business days
📅
Dispatch Scheduled by Kaitlyn Kelch Mar 11, 2:57 PM
Scheduled For: 2026-03-26T14:00:00.000+0000, 2026-03-26T19:30:00.000+0000
🚨 11.0 business days
📅
Dispatch Scheduled by Kaitlyn Kelch Mar 25, 5:15 PM
Scheduled For: 2026-04-02T19:30:00.000+0000
2.8 business days
📅
Dispatch Scheduled by Kaitlyn Kelch Mar 27, 9:01 AM
Scheduled For: 2026-04-02T12:30:00.000+0000, 2026-04-02T14:00:00.000+0000
⚠️ 5.0 business days
⏱️
5x Labor Added Apr 2, 8:19 PM
Type: Labor, Travel
Status: Open
Qty: 1.5, 2, 54, 49
📅
2 Dispatch Scheduled Apr 3, 1:22 PM
Dispatch Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Craig Dempsey
Scheduled For: 2026-04-03T19:00:00.000+0000
⏱️
2x Labor Added Apr 3, 4:44 PM
Type: Labor, Travel
Status: Open
Qty: 2.75, 130
⏱️
3 4x Labor Added Apr 3, 6:32 PM
4x Labor Added → Status: Completed → Status: Closed
✔️
Status: Completed by Anthony Wirth
From: Scheduled
To: Completed
Duration in Previous: 39d 7h
🏁
Status: Closed by Anthony Wirth
From: Completed
To: Closed
Duration in Previous: 1m
1.7 business days
📄
3 Status: Ready to Bill Apr 6, 3:42 PM
Status: Ready to Bill → Status: Invoiced → Invoice Created
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🧾
Invoice Created
Invoice Number: SM-258512

Bottlenecks

Assigned
Duration: 8.9 business days (threshold: 4.0 business hours)
Exceeded by 8.4 business days
Scheduled
Duration: 27.0 business days (threshold: 2.0 business days)
Exceeded by 25.0 business days
Tech On Site
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Scheduled
Duration: 30.0 business days (threshold: 2.0 business days)
Exceeded by 28.0 business days
Closed
Duration: 1.2 business days (threshold: 1.0 business days)
Exceeded by 1.4 business hours

🔗 Related Artifacts

📞
Case 00554841
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Anthony Wirth
Scheduled
Apr 3, 3:00 PM
Created
Dec 30, 10:57 AM
Invoice #
SM-258512

Work Details (18)

Name Type Status Qty Amount Date
WL-03112365 Parts Open 1 $105.50 Feb 19, 3:42 PM
WL-03113191 Labor Open 2.25 $0.00 Feb 19, 9:09 PM
WL-03113192 Labor Open 8.5 $0.00 Feb 19, 9:09 PM
WL-03113195 Travel Open 51 - Feb 19, 9:09 PM
WL-03113193 Labor Open 1.5 $0.00 Feb 19, 9:09 PM
WL-03113194 Travel Open 70 - Feb 19, 9:09 PM
WL-03113196 Expenses Open 1 $0.00 Feb 19, 9:10 PM
WL-03171556 Labor Open 1.5 $0.00 Apr 2, 8:19 PM
WL-03171554 Labor Open 2 $0.00 Apr 2, 8:19 PM
WL-03171555 Labor Open 1 $0.00 Apr 2, 8:19 PM
WL-03171557 Travel Open 54 - Apr 2, 8:19 PM
WL-03171558 Travel Open 49 - Apr 2, 8:19 PM
WL-03173045 Labor Open 2.75 $0.00 Apr 3, 4:44 PM
WL-03173046 Travel Open 130 - Apr 3, 4:44 PM
WL-03173201 Labor Open 1 $0.00 Apr 3, 6:32 PM
WL-03173202 Labor Open 2 $1,929.50 Apr 3, 6:32 PM
WL-03173203 Travel Open 49 - Apr 3, 6:32 PM
WL-03173204 Expenses Open 1 $0.00 Apr 3, 6:32 PM

Details