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← WO Overview

WO-01339515 ↗ ServiceMax

HCA Urgent Care • Inspection • PSM

📍 CareNow - Leander – COID 22296 — 144 South Brook Drive Suite 180, Leander TX, 78641

Jan 23, 2026 → Jul 14, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (112 biz days late)
Active: 118 biz days
🕐 Clock stopped: Completed (Jul 14, 2026)
▶ Clock Running
Status: Created
Jan 23 → Jan 23, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 23 → Jan 23, 2026
0 business days (counted)
Running total: 0 of ? biz days used
15d
▶ Clock Running
Status: Assigned
Jan 23 → Feb 13, 2026
15 business days (counted)
Running total: 15 of ? biz days used
▶ Clock Running
Status: Entered
Feb 13 → Feb 13, 2026
0 business days (counted)
Running total: 15 of ? biz days used
98d
▶ Clock Running
Status: On Hold
Feb 13 → Jul 7, 2026
98 business days (counted)
Running total: 113 of ? biz days used
▶ Clock Running
Status: Assigned
Jul 7 → Jul 7, 2026
0 business days (counted)
Running total: 113 of ? biz days used
▶ Clock Running
Status: Scheduled
Jul 7 → Jul 14, 2026
5 business days (counted)
Running total: 118 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jul 14 → Jul 14, 2026
0 business days (counted)
Running total: 118 of ? biz days used
Created: Jan 23, 2026 Completed: Jul 14, 2026
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Jan 23 → Jan 23 Created ▶ Running 0 0
Jan 23 → Jan 23 Ready for Scheduling ▶ Running 0 0
Jan 23 → Feb 13 Assigned ▶ Running 15 15
Feb 13 → Feb 13 Entered ▶ Running 0 15
Feb 13 → Jul 7 On Hold ▶ Running 98 113
Jul 7 → Jul 7 Assigned ▶ Running 0 113
Jul 7 → Jul 14 Scheduled ▶ Running 5 118
Jul 14 → Jul 14 Tech On Site ▶ Running 0 118
Dispatch 0.0d
Holding 98.5d (excluded)
Coordinators 22.0d
Field Work 1.0d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
98.5 days
Coordinators
22.0 days
Over SLA
Field Work
1.0 days
Billing
0.0 days
Created: Jan 23, 2026 Due: Mar 31, 2026 Completed: Jul 14, 2026 (104 days late)
📅
119.0 days Total Age
⏱️
98.5d in On Hold Longest Stage
🔄
9 transitions Status Changes
⚠️
20.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00561549
eBiotrack - Automated New Inspection Created
Closed
Inspection: Initial Annual Inspection Service 27 inspection https://www.ebiotrack.com/inspection.php?iid=32633 Inspection Flag: If more than 2 hours of travel for repairs or misc inspections, please contact the customer for approval. Travel is included on annual inspections. Inspection Flag: This site requires repairs over $1500 to be approved by Vickie Johnson. Please reach out to the account manager before moving forward with any repair over this amount so that they can have it approved first. Inspection Flag: DO NOT PUT REPAIRS ON INSPECTIONS. Inspections and repairs are to be billed separately.
Priority
High
Origin
Email
Reason
New Case
Contact
Zack Sharp
Owner
Leona Coonrod
Created
Jan 23, 2026
Work Orders from this Case (1)
WO-01339515 (current) Invoiced
Inspection • Anthony Wirth
Created: Jan 23, 2026 • Closed: Jul 14, 2026
Completed with significant delays
Invoiced • 205 days old
🚨
Primary Delay 98.5 days stuck in "On Hold"
⏱️
Total Delay 20.6 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
0.0d / 1.0d SLA
Assigned
16.0d / 0.5d SLA
On Hold
98.5d
Scheduled
5.9d / 2.0d SLA
Tech On Site
1.0d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.2d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

7/7 KKelch Francesca called me to let me know that she recently took over this clinic and noticed that there were pieces of equipment that had expired labels, I found WO-01339515 which was on hold from March due to not being able to contact the previous CM. I offered 7/14 with arrival between 9 and 11 am for scheduling and she confirmed. Sent chatter to ASM to update contact info. 

2/13 KKelch placed on hold due to 3 failed attempts to contact for scheduling

2/9 KKelch sent Zack an email for scheduling

2/2 KKelch sent Zack an email for scheduling

1/26 KKelch sent Zack an email for scheduling

🔧 Work Performed
Annual Inspection Service
🔍 Technician Findings
Annual Inspection Service
⚠️ Problem Description
Inspection: Annual Inspection Service 27 inspection https://www.ebiotrack.com/inspection.php?iid=32633 Inspection Flag: If more than 2 hours of travel for repairs or misc inspections, please contact the customer for approval. Travel is included on annual inspections. Inspection Flag: This site requires repairs over $1500 to be approved by Vickie Johnson. Please reach out to the account manager before moving forward with any repair over this amount so that they can have it approved first. Inspection Flag: DO NOT PUT REPAIRS ON INSPECTIONS. Inspections and repairs are to be billed separately.

Timeline

📞
Case Linked Jan 23, 12:00 AM
Case Number: 00561549
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Jan 23, 9:40 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Leona Coonrod
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Jan 23, 9:55 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 14m
🚨 16.0 business days
🆕
Status: Entered by Kaitlyn Kelch Feb 13, 3:11 PM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 21d 5h, 0m
🚨 99.0 business days
👷
3 Technician Assigned Jul 7, 12:37 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Kaitlyn Kelch
From: On Hold, Assigned
To: Assigned, Scheduled
Duration in Previous: 143d 20h, 0m
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-07-14T14:00:00.000+0000
⚠️ 6.0 business days
🔧
Status: Tech On Site by Anthony Wirth Jul 14, 11:00 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 6d 22h
⏱️
2 3x Labor Added Jul 14, 6:35 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Anthony Wirth
From: Tech On Site
To: Completed
Duration in Previous: 7h 37m
🏁
Status: Closed by Anthony Wirth Jul 14, 6:40 PM
From: Completed
To: Closed
Duration in Previous: 2m
2.7 business days
📄
2 Status: Ready to Bill Jul 16, 5:10 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
2.9 business days
🧾
Invoice Created Jul 20, 10:07 AM
Invoice Number: SM-267510

Bottlenecks

Assigned
Duration: 16.0 business days (threshold: 4.0 business hours)
Exceeded by 15.5 business days
Scheduled
Duration: 5.9 business days (threshold: 2.0 business days)
Exceeded by 3.9 business days
Closed
Duration: 2.2 business days (threshold: 1.0 business days)
Exceeded by 1.2 business days

🔗 Related Artifacts

📞
Case 00561549
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Anthony Wirth
Scheduled
Jul 14, 10:00 AM
Created
Jan 23, 9:40 AM
Invoice #
SM-267510

Work Details (3)

Name Type Status Qty Amount Date
WL-03293867 Labor Open 4.5 $0.00 Jul 14, 6:35 PM
WL-03293868 Labor Open 2.5 $855.00 Jul 14, 6:35 PM
WL-03293869 Travel Open 137 - Jul 14, 6:35 PM

Details