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← WO Overview

WO-01338418 ↗ ServiceMax

Conviva Care Solutions (Humana) • Inspection • PSM

📍 Conviva South Daytona #4054 — 1104 Beville Rd, Daytona Beach FL, 32114

Jan 19, 2026 → Apr 3, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (43 biz days late)
Active: 53 biz days
🕐 Clock stopped: Completed (Apr 3, 2026)
▶ Clock Running
Status: Created
Jan 19 → Jan 19, 2026
0 business days (counted)
Running total: 0 of ? biz days used
32d
▶ Clock Running
Status: Ready for Scheduling
Jan 19 → Mar 5, 2026
32 business days (counted)
Running total: 32 of ? biz days used
15d
▶ Clock Running
Status: Assigned
Mar 5 → Mar 26, 2026
15 business days (counted)
Running total: 47 of ? biz days used
▶ Clock Running
Status: Scheduled
Mar 26 → Mar 26, 2026
0 business days (counted)
Running total: 47 of ? biz days used
▶ Clock Running
Status: Completed
Mar 26 → Mar 27, 2026
1 business day (counted)
Running total: 48 of ? biz days used
4d
▶ Clock Running
Status: Scheduled
Mar 27 → Apr 2, 2026
4 business days (counted)
Running total: 52 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 2 → Apr 3, 2026
1 business day (counted)
Running total: 53 of ? biz days used
Created: Jan 19, 2026 Completed: Apr 3, 2026
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Jan 19 → Jan 19 Created ▶ Running 0 0
Jan 19 → Mar 5 Ready for Scheduling ▶ Running 32 32
Mar 5 → Mar 26 Assigned ▶ Running 15 47
Mar 26 → Mar 26 Scheduled ▶ Running 0 47
Mar 26 → Mar 27 Completed ▶ Running 1 48
Mar 27 → Apr 2 Scheduled ▶ Running 4 52
Apr 2 → Apr 3 Tech On Site ▶ Running 1 53
Coordinators 53.1d
Field Work 3.8d
Billing 0.0d
✗ SLA Missed
Coordinators
53.1 days
Over SLA
Field Work
3.8 days
Over SLA
Billing
0.0 days
Created: Jan 19, 2026 Due: Mar 31, 2026 Completed: Apr 3, 2026 (2 days late)
📅
53.0 days Total Age
⏱️
32.0d in Ready for Scheduling Longest Stage
🔄
10 transitions Status Changes
⚠️
52.2d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00560061
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 85 pieces https://www.ebiotrack.com/inspection.php?iid=32536
Priority
Standard
Origin
Email
Reason
New Case
Contact
James Rios
Owner
Sherry Reich
Created
Jan 19, 2026
Work Orders from this Case (1)
WO-01338418 (current) Invoiced
Inspection • Anthony Wright
Created: Jan 19, 2026 • Closed: Apr 3, 2026
Completed with significant delays
Invoiced • 209 days old
🚨
Primary Delay 32.0 days stuck in "Ready for Scheduling"
⏱️
Total Delay 52.2 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
32.0d / 1.0d SLA
Assigned
15.9d / 0.5d SLA
Scheduled
5.1d / 2.0d SLA
Completed
1.8d / 1.0d SLA
Tech On Site
2.0d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes


03/27/2026 LHill-rec'd text from Anthony Wright-

Hi Abby! For some reason I accidentally documented on a WO for next week and marked it as serviced 01338418. Is there a way to move it so it shows as scheduled next week?



3/26/26 AJinerson - Received email back from Shannon confirming tech visit for Thursday, 4/2 between 9am-11am arrival.

POC onsite: Shannon Dezearn


3/26/26 AJinerson - I let Shannon know we have Thurs. 4/2 between 9am-11am arrival still available.


3/26/26 AJinerson - Received email back from Shannon stating this week does not work for them, they are asking to push this to next week.


3/26/26 AJinerson - Called site directly to try and follow up to schedule - 386-356-2436. 

Spoke with operator, who transferred me to site. Staff tried getting a hold of Shannon to schedule with us but Shannon was stuck in a meeting and said she would email us when she's available. I let them know we still have tech available today, 3/26 and that they are due for service in March.


3/25/26 AJinerson - Shannon emailed asking what equipment we would be inspecting. I emailed Shannon and provided list of equipment for this location and offered tech visit on 3/26.


3/23/26 AJinerson - Sent email back to Shannon offering tech visit on Thurs. 3/26 with eta between 9am-11am.

UPDATED POC:

Shannon Dezearn

sdezearn@convivasolutions.com


3/23/26 AJinerson - Received email back from Cristina Mina looping in updated POC: Shannon Dezearn - sdezearn@convivasolutions.com


3/23/26 AJinerson - Sent email to secondary contact - Chris Mina asking to see if able to assist with scheduling and offering tech visit 3/26 9am-11am arrival.


3/20/26 AJinerson - Sent follow up email to POC offering tech visit on 3/23.


3/18/26 AJinerson - Sent follow up email to POC James offering tech visit on Thursday, 3/26 with eta between 9am-11am.


3/5/26 AJinerson - Sent email to POC James offering tech visit on Monday, 3/9 between 11am-1pm arrival.4

🔧 Work Performed
4/2/26 AMW - Performed annual inspection on all medical equipment located. Total of 101 pieces of equipment inspected. ALL PASS. Notified POC of inspection findings and completion.
🔍 Technician Findings
4/2/26 AMW - Perform annual inspection on all medical equipment located. Notify POC of inspection findings and completion.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 85 pieces https://www.ebiotrack.com/inspection.php?iid=32536

Timeline

📞
Case Linked Jan 19, 6:00 AM
Case Number: 00560061
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Jan 19, 9:54 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
🚨 32.0 business days
👷
2 Technician Assigned Mar 5, 11:35 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Abby Jinerson
From: Ready for Scheduling
To: Assigned
Duration in Previous: 45d 1h
🚨 16.0 business days
🗓️
2 Status: Scheduled Mar 26, 12:19 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2026-04-02T13:00:00.000+0000
✔️
Status: Completed by Anthony Wright Mar 26, 1:26 PM
From: Scheduled
To: Completed
Duration in Previous: 1h 6m
🗓️
Status: Scheduled by Laura Hill Mar 27, 10:48 AM
From: Completed
To: Scheduled
Duration in Previous: 21h 21m
⚠️ 5.0 business days
🔧
2 Status: Tech On Site Apr 2, 9:51 AM
Status: Tech On Site → 3x Labor Added
⏱️
3x Labor Added
Type: Labor, Travel
Status: Open
Qty: 1.5, 72
⏱️
2x Labor Added Apr 2, 11:57 AM
Type: Labor
Status: Open
Qty: 4.5, 1.5
✔️
2 Status: Completed Apr 3, 11:37 AM
Status: Completed → Status: Closed
🏁
Status: Closed by Anthony Wright
From: Completed
To: Closed
Duration in Previous: 3m
2.0 business days
📄
3 Status: Ready to Bill Apr 6, 3:20 PM
Status: Ready to Bill → Invoice Created → Status: Invoiced
🧾
Invoice Created
Invoice Number: SM-258505
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m

Bottlenecks

Ready for Scheduling
Duration: 32.0 business days (threshold: 1.0 business days)
Exceeded by 31.0 business days
Assigned
Duration: 15.9 business days (threshold: 4.0 business hours)
Exceeded by 15.4 business days
Completed
Duration: 1.8 business days (threshold: 1.0 business days)
Exceeded by 6.6 business hours
Scheduled
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Tech On Site
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00560061
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Anthony Wright
Scheduled
Apr 2, 9:00 AM
Created
Jan 19, 9:54 AM
Invoice #
SM-258505

Work Details (5)

Name Type Status Qty Amount Date
WL-03170229 Labor Open 1.5 $0.00 Apr 2, 9:55 AM
WL-03170230 Travel Open 72 - Apr 2, 9:55 AM
WL-03170231 Travel Open 72 - Apr 2, 9:55 AM
WL-03170445 Labor Open 4.5 $1,844.50 Apr 2, 11:57 AM
WL-03170446 Labor Open 1.5 $0.00 Apr 2, 11:57 AM

Details