Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01339265 ↗ ServiceMax

HCA Urgent Care • Inspection • PSM

📍 CareNow - Seguin (4350-4326) — 1347 E Court St, Seguin TX, 78155

Jan 22, 2026 → Jun 1, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (84 biz days late)
Active: 91 biz days
🕐 Clock stopped: Completed (Jun 2, 2026)
▶ Clock Running
Status: Created
Jan 22 → Jan 22, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 22 → Jan 22, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Jan 22 → Jan 26, 2026
2 business days (counted)
Running total: 2 of ? biz days used
▶ Clock Running
Status: Entered
Jan 26 → Jan 26, 2026
0 business days (counted)
Running total: 2 of ? biz days used
74d
▶ Clock Running
Status: On Hold
Jan 26 → May 11, 2026
74 business days (counted)
Running total: 76 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
May 11 → May 13, 2026
2 business days (counted)
Running total: 78 of ? biz days used
▶ Clock Running
Status: Assigned
May 13 → May 20, 2026
5 business days (counted)
Running total: 83 of ? biz days used
7d
▶ Clock Running
Status: Scheduled
May 20 → Jun 1, 2026
7 business days (counted)
Running total: 90 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jun 1 → Jun 2, 2026
1 business day (counted)
Running total: 91 of ? biz days used
Created: Jan 22, 2026 Completed: Jun 2, 2026
Show SLA Clock Detail (9 periods)
Period Status Clock Biz Days Running Total
Jan 22 → Jan 22 Created ▶ Running 0 0
Jan 22 → Jan 22 Ready for Scheduling ▶ Running 0 0
Jan 22 → Jan 26 Assigned ▶ Running 2 2
Jan 26 → Jan 26 Entered ▶ Running 0 2
Jan 26 → May 11 On Hold ▶ Running 74 76
May 11 → May 13 Ready for Scheduling ▶ Running 2 78
May 13 → May 20 Assigned ▶ Running 5 83
May 20 → Jun 1 Scheduled ▶ Running 7 90
Jun 1 → Jun 2 Tech On Site ▶ Running 1 91
Dispatch 0.0d
Holding 75.0d (excluded)
Coordinators 19.5d
Field Work 1.2d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
75.0 days
Coordinators
19.5 days
Over SLA
Field Work
1.2 days
Over SLA
Created: Jan 22, 2026 Due: Mar 31, 2026 Completed: Jun 2, 2026 (62 days late)
📅
91.2 days Total Age
⏱️
75.0d in On Hold Longest Stage
🔄
10 transitions Status Changes
⚠️
16.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00561217
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service # of pieces: 142 https://www.ebiotrack.com/inspection.php?iid=32607
Priority
High
Origin
Email
Reason
New Case
Contact
Robert Steen
Owner
Erin Martin
Created
Jan 22, 2026
Work Orders from this Case (1)
WO-01339265 (current) Invoiced
Inspection • Anthony Wirth
Created: Jan 22, 2026 • Closed: Jun 1, 2026
Completed with significant delays
Invoiced • 206 days old
🚨
Primary Delay 75.0 days stuck in "On Hold"
⏱️
Total Delay 16.6 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
3.1d / 1.0d SLA
Assigned
9.0d / 0.5d SLA
On Hold
75.0d
Scheduled
7.4d / 2.0d SLA
Tech On Site
1.2d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

5/20 KKelch called Edna to schedule for 6/1 and 6/2 with arrival between 11:30 and 1:30 pm. Customer confirmed. Call logged on WO-01339265. On the EKG machine, its still not working properly and the pad is not working correctly. 

5/18 KKelch called Edna to schedule for 6/1 and 6/2 with arrival between 9 and 11 am. Advised to call back on 5/20 between 7:30 am-8 pm CT. 

5/11/26 SReich - Updated POC, per the attached email. Placing in RFS.


1/26 KKelch- Per Robert, he is no longer the POC over this site. Placed on hold for updated POC

1/26 KKelch sent Robert an email for scheduling

🔧 Work Performed
Annual Equipment Electrical Safety Test And Calibration Service
🔍 Technician Findings
EKG unit touch screen is not working all the time. Serv Kit, CP150, 7 Inch Display (material no. CP150-0002)
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service # of pieces: 42 https://www.ebiotrack.com/inspection.php?iid=32607

Timeline

📞
Case Linked Jan 22, 6:00 AM
Case Number: 00561217
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Jan 22, 9:47 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Erin Martin
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Status: Assigned Jan 22, 10:33 AM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Kaitlyn Kelch
Technician: a0h6e00000II91nAAD, Anthony Wirth
3.0 business days
🆕
Status: Entered by Kaitlyn Kelch Jan 26, 10:29 AM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 3d 23h, 0m
🚨 75.0 business days
📅
Status: Ready for Scheduling by Sherry Reich May 11, 9:43 AM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 104d 22h
3.0 business days
👷
2 Technician Assigned May 13, 10:04 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2d 0h
⚠️ 6.0 business days
🗓️
2 Status: Scheduled May 20, 4:41 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-06-01T16:30:00.000+0000
⚠️ 7.9 business days
🔧
Status: Tech On Site by Anthony Wirth Jun 1, 11:16 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 11d 18h
✔️
3 Status: Completed Jun 1, 9:41 PM
Status: Completed → 5x Labor Added → Status: Closed
⏱️
5x Labor Added
Type: Labor, Travel
Status: Open
Qty: 1, 4, 1.5, 45, 59
🏁
Status: Closed by Anthony Wirth
From: Completed
To: Closed
Duration in Previous: 3m
2.3 business days
📄
Status: Ready to Bill by Diane Patton Jun 3, 10:17 AM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 1d 12h, 0m
4.0 business days
🧾
Invoice Created Jun 8, 7:47 AM
Invoice Number: SM-263670

Bottlenecks

Assigned
Duration: 3.0 business days (threshold: 4.0 business hours)
Exceeded by 2.5 business days
Ready for Scheduling
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Assigned
Duration: 6.0 business days (threshold: 4.0 business hours)
Exceeded by 5.5 business days
Scheduled
Duration: 7.4 business days (threshold: 2.0 business days)
Exceeded by 5.4 business days
Tech On Site
Duration: 1.2 business days (threshold: 1.0 business days)
Exceeded by 1.7 business hours
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00561217
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Anthony Wirth
Scheduled
Jun 1, 12:30 PM
Created
Jan 22, 9:47 AM
Invoice #
SM-263670

Work Details (5)

Name Type Status Qty Amount Date
WL-03244747 Labor Open 1 $0.00 Jun 1, 9:43 PM
WL-03244748 Labor Open 4 $855.00 Jun 1, 9:43 PM
WL-03244749 Labor Open 1.5 $0.00 Jun 1, 9:43 PM
WL-03244750 Travel Open 45 - Jun 1, 9:43 PM
WL-03244751 Travel Open 59 - Jun 1, 9:43 PM

Details