Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01339509 ↗ ServiceMax

Conviva Care Solutions (Humana) • Inspection • PSM

📍 Conviva Port Orange #3631 — 3691 S. Clyde Morris Boulevard, Port Orange FL, 32129

Jan 23, 2026 → Mar 18, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (31 biz days late)
Active: 37 biz days
🕐 Clock stopped: Completed (Mar 18, 2026)
▶ Clock Running
Status: Created
Jan 23 → Jan 23, 2026
0 business days (counted)
Running total: 0 of ? biz days used
28d
▶ Clock Running
Status: Ready for Scheduling
Jan 23 → Mar 5, 2026
28 business days (counted)
Running total: 28 of ? biz days used
▶ Clock Running
Status: Assigned
Mar 5 → Mar 5, 2026
0 business days (counted)
Running total: 28 of ? biz days used
9d
▶ Clock Running
Status: Scheduled
Mar 5 → Mar 18, 2026
9 business days (counted)
Running total: 37 of ? biz days used
Created: Jan 23, 2026 Completed: Mar 18, 2026
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Jan 23 → Jan 23 Created ▶ Running 0 0
Jan 23 → Mar 5 Ready for Scheduling ▶ Running 28 28
Mar 5 → Mar 5 Assigned ▶ Running 0 28
Mar 5 → Mar 18 Scheduled ▶ Running 9 37
Dispatch 0.0d
Coordinators 38.9d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
38.9 days
Over SLA
Created: Jan 23, 2026 Due: Mar 31, 2026 Completed: Mar 18, 2026 (13 days early)
📅
38.0 days Total Age
⏱️
29.0d in Ready for Scheduling Longest Stage
🔄
5 transitions Status Changes
⚠️
36.9d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
13 lines Work Details
🚩
3 visits On-Site Trips
📋
Coordinator Scheduling
🚩
3 On-Site Visits
3 on-site visits — why were multiple trips needed?
Visit 1 Mar 12, 2026
Visit 2 Mar 13, 2026
Visit 3 Mar 18, 2026

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00561560
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 140 pieces https://www.ebiotrack.com/inspection.php?iid=32637
Priority
Standard
Origin
Email
Reason
New Case
Contact
Tracy Carlson
Owner
Sherry Reich
Created
Jan 23, 2026
Work Orders from this Case (1)
WO-01339509 (current) Invoiced
Inspection • Anthony Wright
Created: Jan 23, 2026 • Closed: Mar 18, 2026
Completed with significant delays
Invoiced • 205 days old
🚨
Primary Delay 29.0 days stuck in "Ready for Scheduling"
⏱️
Total Delay 36.9 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
29.0d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
9.9d / 2.0d SLA
Closed
2.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/13/26 AJinerson - While tech on-site, 2 of the rooms were not able to be serviced due to bed bug issue. Site is getting those rooms sprayed and said tech can return on Wednesday, 3/18 to complete service on the 2 rooms once they are cleared. Tech confirmed this with staff while on-site 3/13.


3/5/26 AJinerson - Tracy called back and confirmed tech visit for Thursday, 3/12 and return visit on Friday, 3/13 (as needed) due to higher volume of equipment onsite. 

Arrival between 9am-11am each morning. 


3/5/26 AJinerson - Sent email to POC Tracy offering tech visit on 3/12 - 3/13 with eta between 9am-11am each morning.


3/5/26 AJinerson - Called POC Tracy to schedule tech visit. Left VM regarding scheduling tech visit. 

🔧 Work Performed
3/12/26 AMW - Performed annual inspection on all medical equipment located. Inspection will take two days. 1 failure Welch Allyn Vital sign LXI thermometer cable is broken and will not calibrate. Notify POC of inspection findings and completion. 3/13/26 AMW - Arrived on site to finish the inspection. POC informed me that the Bug company did not arrive back on site to clear the rooms and would like to reschedule. We rescheduled for next Wednesday. 3/18/26 AMW - Completed annual inspection. Total of 158 pieces inspected 1 vital sign failure listed above. All other PASS. Notified POC of inspection findings and completion.
🔍 Technician Findings
3/12/26 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 140 pieces https://www.ebiotrack.com/inspection.php?iid=32637

Timeline

📞
Case Linked Jan 23, 6:00 AM
Case Number: 00561560
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Jan 23, 9:31 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
🚨 29.0 business days
👷
▶
2 Technician Assigned Mar 5, 11:48 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Abby Jinerson
From: Ready for Scheduling
To: Assigned
Duration in Previous: 41d 2h
📅
▶
2 Dispatch Scheduled Mar 5, 11:55 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Abby Jinerson
From: Assigned
To: Scheduled
Duration in Previous: 6m
⚠️ 6.0 business days
⏱️
2x Labor Added Mar 12, 10:07 AM
Type: Labor, Travel
Status: Open
Qty: 1.5, 67
⏱️
3x Labor Added Mar 12, 4:44 PM
Type: Labor, Travel
Status: Open
Qty: 5.5, 1, 67
📅
Dispatch Scheduled by Abby Jinerson Mar 13, 1:10 PM
Scheduled For: 2026-03-18T15:00:00.000+0000, 2026-03-18T14:00:00.000+0000
⏱️
3x Labor Added Mar 13, 2:43 PM
Type: Labor
Status: Open
Qty: 0.25, 0.5, 1.25
⏳ 4.0 business days
⏱️
▶
2 5x Labor Added Mar 18, 11:00 AM
5x Labor Added → Status: Completed
✔️
Status: Completed by Anthony Wright
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 12d 22h, 0m
⏳ 2.0 business days
📄
Status: Ready to Bill by Diane Patton Mar 19, 3:03 PM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 1d 4h, 0m
⏳ 2.0 business days
🧾
Invoice Created Mar 21, 6:46 PM
Invoice Number: SM-256980

Bottlenecks

Ready for Scheduling
Duration: 29.0 business days (threshold: 1.0 business days)
Exceeded by 28.0 business days
Scheduled
Duration: 9.9 business days (threshold: 2.0 business days)
Exceeded by 7.9 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00561560
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Anthony Wright
Scheduled
Mar 18, 10:00 AM
Created
Jan 23, 9:31 AM
Invoice #
SM-256980

Work Details (13)

Name Type Status Qty Amount Date
WL-03140935 Labor Open 1.5 $0.00 Mar 12, 10:07 AM
WL-03140936 Travel Open 67 - Mar 12, 10:07 AM
WL-03141834 Labor Open 5.5 $0.00 Mar 12, 4:44 PM
WL-03141835 Labor Open 1 $0.00 Mar 12, 4:44 PM
WL-03141836 Travel Open 67 - Mar 12, 4:44 PM
WL-03143521 Labor Open 0.25 $0.00 Mar 13, 2:43 PM
WL-03143522 Labor Open 0.5 $0.00 Mar 13, 2:43 PM
WL-03143523 Labor Open 1.25 $0.00 Mar 13, 2:43 PM
WL-03148816 Labor Open 0.5 $0.00 Mar 18, 11:00 AM
WL-03148817 Labor Open 1.25 $3,055.75 Mar 18, 11:00 AM
WL-03148818 Labor Open 0.5 $0.00 Mar 18, 11:00 AM
WL-03148819 Travel Open 18 - Mar 18, 11:00 AM
WL-03148820 Travel Open 30 - Mar 18, 11:00 AM

Details