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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01349369 ↗ ServiceMax

Healthcare Network • Inspection • PSM

📍 Nichols Community Health Center- Convenient Care — 12655 Collier Blvd., Naples FL, 34116

Feb 3, 2026 → Jun 18, 2026

✅ Completed
PSM
SLA Clock
Last business day of February 2026 · Target: Feb 27, 2026
✗ SLA Missed (77 biz days late)
Active: 95 biz days
🕐 Clock stopped: Tech Off Site (Jun 18, 2026)
▶ Clock Running
Status: Created
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 0 of ? biz days used
85d
▶ Clock Running
Status: Ready for Scheduling
Feb 3 → Jun 4, 2026
85 business days (counted)
Running total: 85 of ? biz days used
▶ Clock Running
Status: Assigned
Jun 4 → Jun 10, 2026
4 business days (counted)
Running total: 89 of ? biz days used
▶ Clock Running
Status: Scheduled
Jun 10 → Jun 18, 2026
6 business days (counted)
Running total: 95 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jun 18 → Jun 18, 2026
0 business days (counted)
Running total: 95 of ? biz days used
Created: Feb 3, 2026 Tech Off Site: Jun 18, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Feb 3 → Feb 3 Created ▶ Running 0 0
Feb 3 → Jun 4 Ready for Scheduling ▶ Running 85 85
Jun 4 → Jun 10 Assigned ▶ Running 4 89
Jun 10 → Jun 18 Scheduled ▶ Running 6 95
Jun 18 → Jun 18 Tech On Site ▶ Running 0 95
Dispatch 0.0d
Coordinators 97.4d
Field Work 0.5d
Billing 27.4d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
97.4 days
Over SLA
Field Work
0.5 days
Billing
27.4 days
Over SLA
Created: Feb 3, 2026 Due: Jun 30, 2026 Completed: Jun 18, 2026 (12 days early)
📅
95.8 days Total Age
⏱️
85.8d in Ready for Scheduling Longest Stage
🔄
11 transitions Status Changes
⚠️
98.9d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
4 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00564608
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 67 pcs https://www.ebiotrack.com/inspection.php?iid=32873
Priority
Standard
Origin
Email
Reason
New Case
Contact
Rod Stitt
Owner
Jessica Sells
Created
Feb 3, 2026
Work Orders from this Case (1)
WO-01349369 (current) Invoiced
Inspection • Joseph Anderson
Created: Feb 3, 2026 • Closed: Jun 18, 2026
Completed with significant delays
Invoiced • 192 days old
🚨
Primary Delay 85.8 days stuck in "Ready for Scheduling"
⏱️
Total Delay 98.9 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
85.8d / 1.0d SLA
Assigned
4.8d / 0.5d SLA
Scheduled
6.9d / 2.0d SLA
Tech On Site
0.5d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
0.6d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA
Invoiced
20.4d
Billing Review
1.0d / 2.0d SLA
Ready to Bill
6.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

7/20/26 Ycampos - Credit/Deleted SM-265222

  • Invoice Details: SM-265222; Current Invoice: $205.55
  • Credit Amount / Updated Invoice Total = Credit: $205.55; new invoice total: $0
  • Credit Reason = Healthcare Network signed an amended agreement, changing from Annuity to annual performance plan, retroactive to beginning 2026. I am currently actively working with Yecenia and the finance team to adjust $0 invoice inspection work orders for the account to the per site price. Credit is for yearly price, which increased with the annual performance by approximately $5,000. 



6/10/26 AJinerson - Email logged on WO-01341310. Sent 2nd scheduling email to Rod to provide updated scheduled service dates for the below sites/times.

Informing him that we have a few remaining sites for June that we still need to work into our schedule and will follow up as soon as we have an update on those.

SCHEDULE SERVICES AS OF 6/10:

Tuesday, 6/16 with arrival between 9:00 a.m. – 11:00 a.m. - Nichols Community Health Center- Children’s Care - 12655 Collier Blvd. Naples, FL 34116

Wednesday, 6/17 with arrival between 9:00 a.m. – 11:00 a.m. - Nichols Community Health Center- Women’s Care - 12655 Collier Blvd. Naples, FL 34116

Thursday, 6/18:

1st stop with arrival between 9:00 a.m. – 11:00 a.m. - Nichols Community Health Center- Convenient Care - 12655 Collier Blvd. Naples, FL 34116

2nd stop with arrival between 2:00 p.m. – 3:00 p.m. - Nichols Community Health Center- Pharmacy - 12655 Collier BLVD Naples, FL 34116

Friday, 6/19:

1st stop with arrival between 9:00 a.m. – 11:00 a.m. - Nichols Community Health Center- Family & Senior Care - 12655 Collier Blvd. Naples, FL 34116

2nd stop with arrival between 2:00 p.m. – 3:00 p.m - Nichols Community Health Center- X-RAY - 12655 Collier Blvd. Naples, FL 34116 

Monday, 6/22 with arrival between 9:00 a.m. – 11:00 a.m. - Healthcare Network - Florida State University - Women’s Care - 1441 Heritage Blvd. Immokalee, FL 34142 (Rescheduled date)

Tuesday, 6/23 with arrival between 9:00 a.m. – 11:00 a.m. – Gonzalez Pediatrics - 125 Boston Ave Immokalee, FL 34142

Wednesday, 6/24 with arrival between 11:00 a.m. – 1:00 p.m. - Children’s Care – East - 6350 Davis Blvd. #1001 Naples, FL 34104

Monday, 6/29 with arrival between 9:00 a.m. – 11:00 a.m. – Healthcare Network - Marion E. Father - Family & Senior Care - 1454 Madison Ave. W. Immokalee, FL 34142

(I have notified our team to combine this facility and the Specialty facility together)

Tuesday, 6/30

1st stop with arrival between 9:00 a.m. – 10:00 a.m. - Healthcare Network - Marion E. Father - Laboratory - 1454 Madison Ave. W Immokalee, FL 34142

2nd stop with arrival between 10:00 a.m. – 11:00 a.m. - Healthcare Network - Marion E. Father - Pharmacy – 1454 Madison Ave. W Immokalee, FL 34142


6/5/26 AJinerson - Call logged on WO-01349372. POC Rod Stitt called to review all of their inspections sites. Some are going on hold until further notice per customer (dental units). Some new locations, some closed locations, gave me list of all sites ready to schedule and confirmed to schedule date/time and send Rod email once scheduled. 


6/4/26 AJinerson - Email logged on WO-01349372. I sent an email to POC Rod Stitt regarding scheduling ALL 23 INSPECTIONS. Offering the below dates, asking if he would like to tell us which dates work best for each location or if he would like us to proceed with scheduling services and let him know once scheduled.

Dates offered:

Tuesday, 6/9

Thursday, 6/11 - Friday, 6/12  

Tuesday, 6/16 - Friday, 6/19

Monday, 6/22 - Wednesday, 6/24

Monday, 6/29 - Friday, 7/3

 

6/4/26 AJinerson - Call logged on WO-01349372. Called POC Rod Stitt to schedule all 23 HCP Inspections for Healthcare Network in Immokalee and Naples FL. Left VM for Rod regarding needing to schedule their June inspections and will be sending an email on this. 

**This Account has 23 HCP inspections in total throughout Immokalee, FL - Naples, FL all due in June and have same POC - Rod Stitt*

 

SAME ADDRESS - 1454 Madison Ave. Immokalee:

 

Healthcare Network - Marion E. Fether - Dental Care - 1454 Madison Ave. W. Immokalee, FL 34142 - WO-01340301 – 75 PCS

Healthcare Network - Marion E. Father - Specialty - 1454 Madison Ave. W Immokalee, FL 34142 - WO-01339993 – 41 PCS

Healthcare Network - Marion E. Father - Laboratory - 1454 Madison Ave. W Immokalee, FL 34142 - WO-01339535 – 8 PCS

Healthcare Network - Marion E. Father - Pharmacy – 1454 Madison Ave. W Immokalee, FL 34142 - WO-01339533 – 3 PCS

Healthcare Network - Marion E. Father - Family & Senior Care - 1454 Madison Ave. W. Immokalee, FL 34142 - WO-01339521 – 75 PCS

 

 

SAME ADDRESS - Florida State University, Immokalee:

Healthcare Network - Florida State University - Children’s Care - 1441 Heritage Blvd. Immokalee, FL 34142 - WO-01339781 – 94 PCS

Healthcare Network - Florida State University - Women’s Care - 1441 Heritage Blvd. Immokalee, FL 34142 - WO-01339759 – 76 PCS

 

 

 

Other Immokalee Inspections:

 

Gonzalez Pediatrics - 125 Boston Ave Immokalee, FL 34142 - WO-01368297 – 35 PCS

 

Healthcare Network - iTech - Family & Senior Care - - 508 North 9th St. Suite 142 Immokalee, FL 34142 - WO-01339787 – 35 PCS

 

 

Naples Inspections Same Address - 1845 Veterans Park Drive:

 

North/Arthrex Polaris -Family & Senior Care - 1845 Veterans Park Drive, First Floor Naples, FL 34109 - WO-01340668 – 49 PCS

North/Arthrex Polaris- Children’s Care - 1845 Veterans Park Drive, Second Floor Naples, FL 34109 - WO-01340653 – 57 PCS

 

 Naples SAME Address - 12655 Collier Blvd.:

 

Nichols Community Health Center- Dental Care - 12655 Collier Blvd. Naples, FL 34116 - WO-01349372 – 99 PCS

Nichols Community Health Center- X-RAY - 12655 Collier Blvd. Naples, FL 34116 - WO-01349335 – 13 PCS

Nichols Community Health Center- Convenient Care - 12655 Collier Blvd. Naples, FL 34116 - WO-01349369 – 67 PCS

Nichols Community Health Center- Family & Senior Care - 12655 Collier Blvd. Naples, FL 34116 - WO-01341316 – 48 PCS

Nichols Community Health Center- Women’s Care - 12655 Collier Blvd. Naples, FL 34116 - WO-01341311 – 87 PCS

Nichols Community Health Center- Children’s Care - 12655 Collier Blvd. Naples, FL 34116 - WO-01341310 – 80 PCS

Nichols Community Health Center- Pharmacy - 12655 Collier BLVD Naples, FL 34116 - WO-01341309 – 3 PCS

 

 

 Naples OTHER Inspections:

 

Badra Pediatrics - 9150 Galleria Ct, Unit D Naples, FL 34109 - WO-01368294 – 27 PCS

 

Greater Naples YMCA - Children’s Care - 5450 YMCA Rd. # 102 Naples, FL 34109 - WO-01349914 – 29 PCS

 

Cordero Pediatrics - 1090 6th Ave N Naples, FL 34102 - WO-01368292 – 30 PCS

 

Children’s Care – East - 6350 Davis Blvd. #1001 Naples, FL 34104 - WO-01349639 – 47 PCS

 

Dental Care East - 1749 Heritage Trl., # 801 Naples, FL 34112 - WO-01349631 – 86 PCS

 

 

4/9/26 AJinerson - ASM updating SLA to June 2026 per customer's request. Last service done in June 2025.

 

From <https://csa.lightning.force.com/lightning/r/SVMXC__Service_Order__c/a0oVU000005nibJYAQ/view

🔧 Work Performed
Inspected 63 pieces of equipment.
🔍 Technician Findings
Complete Annual Equipment Electrical Safety Test And Calibration Service.
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 67 pcs https://www.ebiotrack.com/inspection.php?iid=32873

Timeline

📞
Case Linked Feb 3, 6:01 AM
Case Number: 00564608
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Feb 3, 12:29 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Jessica Sells
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
🚨 86.0 business days
👷
2 Technician Assigned Jun 4, 1:59 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Abby Jinerson
From: Ready for Scheduling
To: Assigned
Duration in Previous: 121d 0h
⚠️ 5.0 business days
🗓️
3 Status: Scheduled Jun 10, 1:06 PM
Status: Scheduled → Dispatch Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2026-06-18T13:00:00.000+0000
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2026-06-19T13:00:00.000+0000, 2026-06-18T13:00:00.000+0000
⚠️ 7.0 business days
🔧
Status: Tech On Site by Joseph Anderson Jun 18, 10:57 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 21h
🔩
4 3x Parts Added Jun 18, 3:10 PM
3x Parts Added → Labor Added → Status: Tech Off Site → Status: Closed
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 4.2833333333333
🚗
Status: Tech Off Site by Joseph Anderson
From: Tech On Site, Tech Off Site
To: Tech Off Site, Completed
Duration in Previous: 4h 14m, 0m
🏁
Status: Closed by Joseph Anderson
From: Completed
To: Closed
Duration in Previous: 2m
📄
2 Status: Ready to Bill Jun 19, 11:53 AM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🚨 20.0 business days
💵
Status: Billing Review by Yecenia Campos Jul 20, 10:52 PM
From: Invoiced
To: Billing Review
Duration in Previous: 31d 10h
📄
Status: Ready to Bill by Diane Patton Jul 21, 10:18 AM
From: Billing Review
To: Ready to Bill
Duration in Previous: 11h 26m
⚠️ 6.0 business days
📨
Status: Invoice Pending by Diane Patton Jul 28, 5:53 PM
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 7d 7h, 0m
⚠️ 6.8 business days
🧾
Invoice Created Aug 5, 8:48 AM
Invoice Number: SM-268633

Bottlenecks

Ready for Scheduling
Duration: 85.8 business days (threshold: 1.0 business days)
Exceeded by 84.8 business days
Assigned
Duration: 4.8 business days (threshold: 4.0 business hours)
Exceeded by 4.3 business days
Scheduled
Duration: 6.9 business days (threshold: 2.0 business days)
Exceeded by 4.9 business days
Ready to Bill
Duration: 6.0 business days (threshold: 1.0 business days)
Exceeded by 5.0 business days

🔗 Related Artifacts

📞
Case 00564608
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Joseph Anderson
Scheduled
Jun 18, 9:00 AM
Created
Feb 3, 12:29 PM
Invoice #
SM-268633

Work Details (4)

Name Type Status Qty Amount Date
WL-03265629 Parts Open 1 $186.30 Jun 18, 3:10 PM
WL-03265630 Labor Open 1.5666666666667 $0.00 Jun 18, 3:10 PM
WL-03265631 Travel Open 46 $0.00 Jun 18, 3:10 PM
WL-03265649 Labor Open 4.2833333333333 $1,523.40 Jun 18, 3:12 PM

Details