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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01351373 ↗ ServiceMax

YesCare • Inspection • PSM

📍 Polk - Central 5503 — 2390 Bob Phillips Road, Bartow FL, 33830

Feb 12, 2026 → Apr 29, 2026

✅ Completed
PSM
SLA Clock
Last business day of February 2026 · Target: Feb 27, 2026
✗ SLA Missed (42 biz days late)
Active: 53 biz days
🕐 Clock stopped: Tech Off Site (Apr 29, 2026)
▶ Clock Running
Status: Created
Feb 12 → Feb 12, 2026
0 business days (counted)
Running total: 0 of ? biz days used
41d
▶ Clock Running
Status: Ready for Scheduling
Feb 12 → Apr 13, 2026
41 business days (counted)
Running total: 41 of ? biz days used
11d
▶ Clock Running
Status: Assigned
Apr 13 → Apr 28, 2026
11 business days (counted)
Running total: 52 of ? biz days used
▶ Clock Running
Status: Scheduled
Apr 28 → Apr 29, 2026
1 business day (counted)
Running total: 53 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 29 → Apr 29, 2026
0 business days (counted)
Running total: 53 of ? biz days used
Created: Feb 12, 2026 Tech Off Site: Apr 29, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Feb 12 → Feb 12 Created ▶ Running 0 0
Feb 12 → Apr 13 Ready for Scheduling ▶ Running 41 41
Apr 13 → Apr 28 Assigned ▶ Running 11 52
Apr 28 → Apr 29 Scheduled ▶ Running 1 53
Apr 29 → Apr 29 Tech On Site ▶ Running 0 53
Dispatch 0.0d
Coordinators 55.5d
Field Work 0.6d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
55.5 days
Over SLA
Field Work
0.6 days
Billing
0.0 days
Created: Feb 12, 2026 Due: Apr 30, 2026 Completed: Apr 29, 2026 (1 days early)
📅
53.7 days Total Age
⏱️
41.7d in Ready for Scheduling Longest Stage
🔄
9 transitions Status Changes
⚠️
53.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00567698
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 75 https://www.ebiotrack.com/inspection.php?iid=33036
Priority
Standard
Origin
Email
Reason
New Case
Contact
Micky Conger
Owner
Shelby Robinson
Created
Feb 12, 2026
Work Orders from this Case (1)
WO-01351373 (current) Invoiced
Inspection • Joseph Anderson
Created: Feb 12, 2026 • Closed: Apr 29, 2026
Completed with significant delays
Invoiced • 183 days old
🚨
Primary Delay 41.7 days stuck in "Ready for Scheduling"
⏱️
Total Delay 53.6 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
41.7d / 1.0d SLA
Assigned
11.8d / 0.5d SLA
Scheduled
1.9d / 2.0d SLA
Tech On Site
0.4d / 1.0d SLA
Tech Off Site
0.2d / 2.0d SLA
Closed
2.5d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

4/28/26 AJinerson - Email logged on WO-01351378. Sent email back confirming dates/times per site and asking to confirm any additional arrival instructions/special requirements needed for this visit.


Wednesday, 4/29, with arrival time between 10:00 a.m. – 12:00 p.m.

Yescare Polk Central –

POC onsite: Heather Hill-Cole -  Office: 863-534-6182 EXT. 5124


Thursday, 4/30, with arrival time between 8:00 a.m. – 10:00 a.m.

Yescare Polk Booking –

POC onsite: Heather Hill-Cole -  Office: 863-534-6182 EXT. 5124


Thursday, 4/30, with arrival time between 12:00 p.m. – 2:00 p.m. (depending on first stop this day).

Yescare Polk South-

POC onsite: Karen Rhodes - 863-635-1107 EXT. 2770


4/28/26 AJinerson - Email logged on WO-01351378. Received email back from Heather and Karen confirming proposed schedule below.

Wednesday, 4/29:

Yescare Polk Central - 2390 Bob Phillips Road Bartow, FL 33830

Thursday, 4/30:

1st stop - Yescare Polk Booking - 7101 DeCastro Road Winter Haven, FL 33880

2nd stop - Yescare Polk South - 1103 US Hwy 98 W Frostproof, FL 33843


4/28/26 AJinerson - Email logged on WO-01351378. Sent email back to all POCs informing them that we unfortunately cannot accommodate servicing all 3 locations same day due to volume of equipment (and travel).

Proposed below schedule to all:

Wednesday, 4/29:

Yescare Polk Central - 2390 Bob Phillips Road Bartow, FL 33830

Thursday, 4/30:

1st stop - Yescare Polk Booking - 7101 DeCastro Road Winter Haven, FL 33880

2nd stop - Yescare Polk South - 1103 US Hwy 98 W Frostproof, FL 33843


4/28/26 AJinerson - Email logged on WO-01351378. Received email back from multiple POCs regarding scheduling these inspections:

BarbiAnne - added in pharmacy techs: Heather and Karen to assist

Karen Rhodes - Said she would like Weds. 4/29 if possible to do South and Central same day

Heather Hill - Said any day works fine between 5am-1530pm, but asking to do Central and booking same day

  • End result, they all want it done on same day but we cannot accommodate that as tech is 2 hours 1-way and sites are 30 - 45 mins from each other. Also 1 site has 75 PCS (full day needed with travel) and other sites have 39 and 28 PCS (could pair same day).

4/27/26 AJinerson - Email logged on WO-01351378. Sent follow up email to Sharon Lopez, Barbi Roberts Harvey, Diana Fox, and Matt Jonas to schedule all 3 of their below inspections.

WO-01351378 - Yescare -Polk - South 00830 (28 PCS) Frostproof, FL

WO-01351373 - Yescare -Polk - Central 00834 (75 PCS) Bartow, FL

WO-01355495 - Yescare -Polk - Booking 00829 (39 PCS) Winter Haven, FL


4/17/26 AJinerson - Email logged on WO-01351378. Sent email to Sharon Lopez regarding scheduling all 3 site inspections below. Offering below dates as well.

WO-01351378 - Yescare -Polk - South 00830 (28 PCS) Frostproof, FL

WO-01351373 - Yescare -Polk - Central 00834 (75 PCS) Bartow, FL

WO-01355495 - Yescare -Polk - Booking 00829 (39 PCS) Winter Haven, FL

Monday, 4/27

Tuesday, 4/28

Wednesday, 4/29

Thursday, 4/30 


4/17/26 AJinerson - Call logged on WO-01351378. Received call back from a Sharon Lopez. 

Mickey does not work here for this company anymore as of 3 years ago. Please remove her contact information from our system. Please send email to sharon.lopez@yescarecorp.com regarding scheduling these 3 locations, and she will get us in touch with the appropriate contact. 


4/13/26 AJinerson - Call logged on WO-01351378. Called POC Mickey Conger - POC for all 3 below sites and left VM regarding scheduling annual inspection services. 

WO-01351378 - Yescare -Polk - South 00830 (28 PCS) Frostproof, FL

WO-01351373 - Yescare -Polk - Central 00834 (75 PCS) Bartow, FL

WO-01355495 - Yescare -Polk - Booking 00829 (39 PCS) Winter Haven, FL

🔧 Work Performed
Inspected 27 pieces of equipment. Had to enter some equipment manually into the system when I got back to the hotel due to no connectivity at the facility.
🔍 Technician Findings
Complete Annual Equipment Electrical Safety Test And Calibration Service.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 75 https://www.ebiotrack.com/inspection.php?iid=33036

Timeline

📞
Case Linked Feb 12, 6:00 AM
Case Number: 00567698
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Feb 12, 1:04 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
🚨 42.0 business days
👷
▶
2 Technician Assigned Apr 13, 1:21 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Abby Jinerson
From: Ready for Scheduling
To: Assigned
Duration in Previous: 59d 23h
🚨 12.0 business days
🗓️
▶
2 Status: Scheduled Apr 28, 12:25 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2026-04-29T14:00:00.000+0000
🔧
Status: Tech On Site by Joseph Anderson Apr 29, 10:45 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 22h 19m
🚗
Status: Tech Off Site by Joseph Anderson Apr 29, 2:14 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 3h 29m
⏱️
▶
2 6x Labor Added Apr 29, 3:55 PM
6x Labor Added → Status: Completed
✔️
Status: Completed by Joseph Anderson
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 1h 41m, 0m
⏳ 3.0 business days
📄
Status: Ready to Bill by Diane Patton May 1, 1:36 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 21h
📨
▶
2 Status: Invoice Pending May 1, 1:43 PM
Status: Invoice Pending → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
⏳ 3.0 business days
🧾
Invoice Created May 5, 3:31 PM
Invoice Number: SM-260802

Bottlenecks

Ready for Scheduling
Duration: 41.7 business days (threshold: 1.0 business days)
Exceeded by 40.7 business days
Assigned
Duration: 11.8 business days (threshold: 4.0 business hours)
Exceeded by 11.3 business days
Closed
Duration: 2.5 business days (threshold: 1.0 business days)
Exceeded by 1.5 business days

🔗 Related Artifacts

📞
Case 00567698
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Joseph Anderson
Scheduled
Apr 29, 10:00 AM
Created
Feb 12, 1:04 PM
Invoice #
SM-260802

Work Details (6)

Name Type Status Qty Amount Date
WL-03205697 Labor Open 2.5 $0.00 Apr 29, 3:55 PM
WL-03205698 Labor Open 3.9833333333333 $1,370.00 Apr 29, 3:55 PM
WL-03205699 Labor Open 0.51666666666667 $0.00 Apr 29, 3:55 PM
WL-03205700 Travel Open 109 - Apr 29, 3:55 PM
WL-03205701 Travel Open 12 - Apr 29, 3:55 PM
WL-03205702 Expenses Open 1 $0.00 Apr 29, 3:55 PM

Details