Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01349623 ↗ ServiceMax

Conviva Care Solutions (Humana) • Repair • P3

📍 Conviva Orange Park #5061 — 20 Blanding Blvd, Orange Park FL, 32073

Feb 4, 2026 → Feb 25, 2026

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Feb 9, 2026
✗ SLA Missed (5 biz days late)
Active: 8 biz days
Paused: 6 biz days
Budget: 3 biz days
🕐 Clock stopped: Invoiced (Feb 25, 2026)
SLA Target
▶ Clock Running
Status: Created
Feb 4 → Feb 4, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 4 → Feb 4, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Assigned
Feb 4 → Feb 4, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Scheduled
Feb 4 → Feb 5, 2026
1 business day (counted)
Running total: 1 of 3 biz days used
▶ Clock Running
Status: Entered
Feb 5 → Feb 5, 2026
0 business days (counted)
Running total: 1 of 3 biz days used
▶ Clock Running
Status: On Hold
Feb 5 → Feb 5, 2026
0 business days (counted)
Running total: 1 of 3 biz days used
▶ Clock Running
Status: L2 Screening
Feb 5 → Feb 5, 2026
0 business days (counted)
Running total: 1 of 3 biz days used
▶ Clock Running
Status: On Hold
Feb 5 → Feb 5, 2026
0 business days (counted)
Running total: 1 of 3 biz days used
⏸6d
⏸ Clock Paused
Status: Awaiting Parts
Feb 5 → Feb 13, 2026
6 business days (not counted)
0d
▶ Clock Running
Status: Reschedule
Feb 13 → Feb 16, 2026
0 business days (counted)
Running total: 1 of 3 biz days used
6d
▶ Clock Running
Status: Assigned
Feb 16 → Feb 24, 2026
6 business days (counted)
Running total: 7 of 3 biz days used
▶ Clock Running
Status: Scheduled
Feb 24 → Feb 25, 2026
1 business day (counted)
Running total: 8 of 3 biz days used
▶ Clock Running
Status: Completed
Feb 25 → Feb 25, 2026
0 business days (counted)
Running total: 8 of 3 biz days used
▶ Clock Running
Status: Closed
Feb 25 → Feb 25, 2026
0 business days (counted)
Running total: 8 of 3 biz days used
▶ Clock Running
Status: Reschedule
Feb 25 → Feb 25, 2026
0 business days (counted)
Running total: 8 of 3 biz days used
Created: Feb 4, 2026 Invoiced: Feb 25, 2026
Business Days Used 8 / 3
0 3d budget +5d over
Show SLA Clock Detail (15 periods)
Period Status Clock Biz Days Running Total
Feb 4 → Feb 4 Created ▶ Running 0 0 / 3
Feb 4 → Feb 4 Ready for Scheduling ▶ Running 0 0 / 3
Feb 4 → Feb 4 Assigned ▶ Running 0 0 / 3
Feb 4 → Feb 5 Scheduled ▶ Running 1 1 / 3
Feb 5 → Feb 5 Entered ▶ Running 0 1 / 3
Feb 5 → Feb 5 On Hold ▶ Running 0 1 / 3
Feb 5 → Feb 5 L2 Screening ▶ Running 0 1 / 3
Feb 5 → Feb 5 On Hold ▶ Running 0 1 / 3
Feb 5 → Feb 13 Awaiting Parts ⏸ Paused 6
Feb 13 → Feb 16 Reschedule ▶ Running 0 1 / 3
Feb 16 → Feb 24 Assigned ▶ Running 6 7 / 3
Feb 24 → Feb 25 Scheduled ▶ Running 1 8 / 3
Feb 25 → Feb 25 Completed ▶ Running 0 8 / 3
Feb 25 → Feb 25 Closed ▶ Running 0 8 / 3
Feb 25 → Feb 25 Reschedule ▶ Running 0 8 / 3
Dispatch 0.1d
Material Management 6.8d
Holding 0.1d (excluded)
Coordinators 9.7d
Billing 0.0d
✗ SLA Missed
Dispatch
0.1 days
Material Management
6.8 days
Over SLA
Holding (excluded from total)
0.1 days
Coordinators
9.7 days
Over SLA
Billing
0.0 days
Created: Feb 4, 2026 Due: Feb 25, 2026 Completed: Feb 25, 2026 (on time)
📅
14.7 days Total Age
⏱️
6.8d in Awaiting Parts Longest Stage
🔄
14 transitions Status Changes
⚠️
11.8d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00565294
L2 review - HCP
Closed
asset #: 13031164 - does not have blue plastic probe to hold thermometer in machine 200815282 - not reading temps
Priority
Critical
Origin
Phone
Reason
New Case
Contact
Julie Marshall
Owner
Virtual Tech
Created
Feb 4, 2026
Work Orders from this Case (2)
WO-01349623 (current) Invoiced
Repair • Anthony Wright
Created: Feb 4, 2026 • Closed: Feb 25, 2026
WO-01349838 Invoiced
Repair • Anthony Wright
Created: Feb 5, 2026 • Closed: Feb 25, 2026
Completed with significant delays
Invoiced • 190 days old
🚨
Primary Delay 6.8 days stuck in "Awaiting Parts"
⏱️
Total Delay 11.8 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
0.1d / 1.0d SLA
Assigned
6.0d / 0.5d SLA
Scheduled
3.3d / 2.0d SLA
L2 Screening
0.1d / 1.0d SLA
On Hold
0.1d
Awaiting Parts
6.8d / 3.0d SLA
Reschedule
0.3d / 2.0d SLA
Closed
3.9d / 1.0d SLA
Billing Review
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

Travel billed on wo 1349838

2/25/26 AJinerson - Placing back into reschedule status for tech to add travel time on, tech accidentally closed WO thinking he would put time on a separate WO but that WO ended up getting cancelled.


2/24/26 AJinerson - Email logged on WO-01349623. Confirmed w/ Julie Marshall to schedule tech visit for all 3 below repair WOs on morning of Weds. 2/25 with eta between 8am-10am. Julie emailed confirming they received all parts needed for all WOs.

POC on-site: Julie Marshall


02/24/2026 LHill-sent email to Julie Marshall-Correction to this email tomorrow morning, 02/25. Will that work for you?


02/24/2026 LHill-send email to Julie Marshall-What about 03/04 with tech arriving between 10-12?

See logged email.


02/24/2026 LHill-Rec'd email from Julie Marshall-I have received all parts for the two thermometers/ roll carts. You can go ahead and schedule him to come out.

See logged email.


2/18/26 AJinerson - Email logged on WO-01349623. Received email back from POC Julie stating they would like to wait for all parts to come in and schedule services together. Julie also mentioned she reached out to EMSAR Dispatch needing a 3rd service request on: HemoCue not working and giving a code E02. They sent me how to clean the machine and we did that, but it is still giving the code. I would like this to be serviced too when the technician comes out. 


2/18/26 RBerry- Updated due date based on waiting on parts for WO-01349838. Removed delay code.


2/18/26 AJinerson - Email logged on WO-01349623. Sent email to Julie asking how they would like to proceed with scheduling; 1 visit for repair that already has parts on-site, or wait for 2nd parts order to arrive for 2nd repair and service both repairs during same visit once we have ETA on 2nd parts order for WO-01349838.


2/18/26 AJinerson - Call logged on WO-01349623. 

Called Julie to follow up now that we are showing parts for 1 repair (WO-01349623) came in, but still waiting on parts to ship out for 2nd repair WO-01349838. Left VM for Julie regarding needing to know how they want to proceed w/ scheduling services; together or separately. 


2/18/26 AJinerson - Parts delivered today, 2/18.



2/16/26 AJinerson - Site still has repair WO-01349838 in awaiting parts.

(This is a 5-6 hour round trip for tech).


2/16/26 AJinerson - WO released back into reschedule now that we have tracking info. Parts current ETA is Weds. 2/18


2/6/26 AJinerson - Call logged on WO-01349623. Called Julie and informed her that this will need to be rescheduled around the arrival of parts, now that parts are being ordered for both units. Julie understood and is aware 2 separate parts shipping to site. 

(This was originally a misc. inspection WO and scheduled for 2/11 - WO was created incorrectly, now corrected to 2 separate repair WOs w/ parts order on each). 


2/5/26 RBerry- Received chatter from EMartin on WO-01349838 stating: @Rhea Berry​ created incorrectly, WO placed on hold while the case is in tech support. 


ASC has been advised to let customer know we are waiting on parts.


2/5/26 RBerry-

@[Erin Martin]​ I see that this was moved to L2 screening and then placed on hold. Could you please advise on the reason for the hold and next steps?

Additionally, the special instructions note that parts are due to arrive on Friday, but I don’t see a corresponding parts order in the system. Did the customer indicate that they have already ordered the parts? @[Jessica Foley]​ @[Abby Jinerson]​ 


2/4/26 AJinerson - Called and spoke with Julie and confirmed scheduling tech back on-site for Weds. 2/11 with eta between 10am-12pm. 

POC onsite: Julie

Arrival instructions: Please see Julie upon arrival, she will show tech equipment.

2/4/26 AJinerson - Discussed with tech sup, tech was just onsite this morning but already 1.5-2 hours out of the way and not available to return today.

Soonest avail. we have is 2/11, tech sup confirmed try scheduling for this day and we will miss the SLA.

🔧 Work Performed
2/25/26 AMW - Received parts and located vital sign machine. Installed onto vital machine and calibrated temp probe and performed function test. Equipment passed all tests. POC Julie also asked me to look at a Hemocue HB201+ that was giving an error code. I cleaned out the tray and sensor and unit was still giving E02 error code. Spoke with tech support and they said it needs to be returned for repair. Gave POC Julie all of the information to send unit in. Notified POC Julie of equipment status.
🔍 Technician Findings
2/25/26 AMW - Locate vital sign machine and confirm issue. Install new probe and holder, calibrate and perform function test. Notify POC of equipment status.
⚠️ Problem Description
asset #: 13031164 - does not have blue plastic probe to hold thermometer in machine https://www.ebiotrack.com/workorder.php?wo=71445

Timeline

📞
Case Linked Feb 4, 1:15 PM
Case Number: 00565294
Subject: L2 review - HCP
Status: Closed
📋
2 Work Order Created Feb 4, 1:29 PM
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 Technician Assigned Feb 4, 1:57 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Abby Jinerson
From: Ready for Scheduling
To: Assigned
Duration in Previous: 27m
📅
2 Dispatch Scheduled Feb 4, 2:13 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Ben Saur
From: Assigned
To: Scheduled
Duration in Previous: 16m
🆕
Status: Entered by Erin Martin Feb 5, 11:10 AM
From: Scheduled, Entered, On Hold
To: Entered, On Hold, L2 Screening
Duration in Previous: 20h 57m, 0m
⏸️
Status: On Hold by Erin Martin Feb 5, 11:57 AM
From: L2 Screening
To: On Hold
Duration in Previous: 46m
📦
2 Parts Requested Feb 5, 12:48 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Wendy Argueta
From: On Hold
To: Awaiting Parts
Duration in Previous: 50m
⚠️ 7.0 business days
🔩
2 2x Parts Added Feb 13, 6:36 PM
2x Parts Added → Status: Reschedule
🔄
Status: Reschedule by Keith Fricke
From: Awaiting Parts
To: Reschedule
Duration in Previous: 8d 5h
0.7 business days
👷
2 Technician Assigned Feb 16, 4:08 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Abby Jinerson
From: Reschedule
To: Assigned
Duration in Previous: 2d 21h
⚠️ 6.0 business days
🗓️
2 Status: Scheduled Feb 24, 1:21 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2026-02-25T13:00:00.000+0000
⏱️
2 Labor Added Feb 25, 9:48 AM
Labor Added → Status: Completed
✔️
Status: Completed by Anthony Wright
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 20h 32m, 0m
🔄
Status: Reschedule by Abby Jinerson Feb 25, 12:35 PM
From: Closed
To: Reschedule
Duration in Previous: 2h 42m
⏱️
2x Labor Added Feb 25, 2:36 PM
Type: Labor, Travel
Status: Open
Qty: 1, 55
💵
2 Expenses Added Feb 25, 2:42 PM
Expenses Added → Status: Closed
🏁
Status: Closed by Anthony Wright
From: Reschedule
To: Closed
Duration in Previous: 2h 8m
4.0 business days
📄
2 Status: Ready to Bill Mar 2, 9:45 AM
Status: Ready to Bill → Status: Ready to Bill
📄
Status: Ready to Bill by Diane Patton
From: Billing Review, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 0m
🧾
Invoice Created Mar 2, 11:07 AM
Invoice Number: SM-255309

Bottlenecks

Awaiting Parts
Duration: 6.8 business days (threshold: 3.0 business days)
Exceeded by 3.8 business days
Assigned
Duration: 6.0 business days (threshold: 4.0 business hours)
Exceeded by 5.5 business days
Closed
Duration: 3.5 business days (threshold: 1.0 business days)
Exceeded by 2.5 business days

🔗 Related Artifacts

📞
Case 00565294
Closed
📦
Parts Order 00089794
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Repair
Branch
Edge
Technician
Anthony Wright
Scheduled
N/A
Created
Feb 4, 1:29 PM
Invoice #
SM-255309

Work Details (6)

Name Type Status Qty Amount Date
WL-03105836 Parts Open 1 $28.01 Feb 13, 6:36 PM
WL-03105837 Expenses Open 1 $16.50 Feb 13, 6:36 PM
WL-03119137 Labor Open 1.25 $148.75 Feb 25, 9:48 AM
WL-03119692 Labor Open 1 $0.00 Feb 25, 2:36 PM
WL-03119693 Travel Open 55 - Feb 25, 2:36 PM
WL-03119709 Expenses Open 1 $0.00 Feb 25, 2:42 PM

Details