Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01241675 ↗ ServiceMax

Conviva Care Solutions (Humana) • Virtual Tech - Field Repair • P3

📍 Conviva Wellington Family — 1395 S. State Rd 7 Ste 300, Wellington FL, 33414

Jan 27, 2025 → Oct 7, 2025

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Jan 30, 2025
✗ SLA Missed (121 biz days late)
Active: 124 biz days
Paused: 52 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Oct 7, 2025)
SLA Target
▶ Clock Running
Status: Created
Jan 27 → Jan 27, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
⏸36d
⏸ Clock Paused
Status: Awaiting Parts
Jan 27 → Mar 19, 2025
36 business days (not counted)
▶ Clock Running
Status: Reschedule
Mar 19 → Apr 8, 2025
14 business days (counted)
Running total: 14 of 3 biz days used
74d
▶ Clock Running
Status: Assigned
Apr 8 → Jul 24, 2025
74 business days (counted)
Running total: 88 of 3 biz days used
⏸16d
⏸ Clock Paused
Status: Awaiting Parts
Jul 24 → Aug 15, 2025
16 business days (not counted)
31d
▶ Clock Running
Status: Reschedule
Aug 15 → Sep 30, 2025
31 business days (counted)
Running total: 119 of 3 biz days used
▶ Clock Running
Status: Scheduled
Sep 30 → Oct 7, 2025
5 business days (counted)
Running total: 124 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Oct 7 → Oct 7, 2025
0 business days (counted)
Running total: 124 of 3 biz days used
Created: Jan 27, 2025 Completed: Oct 7, 2025
Business Days Used 124 / 3
0 3d budget +121d over
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Jan 27 → Jan 27 Created ▶ Running 0 0 / 3
Jan 27 → Mar 19 Awaiting Parts ⏸ Paused 36
Mar 19 → Apr 8 Reschedule ▶ Running 14 14 / 3
Apr 8 → Jul 24 Assigned ▶ Running 74 88 / 3
Jul 24 → Aug 15 Awaiting Parts ⏸ Paused 16
Aug 15 → Sep 30 Reschedule ▶ Running 31 119 / 3
Sep 30 → Oct 7 Scheduled ▶ Running 5 124 / 3
Oct 7 → Oct 7 Tech On Site ▶ Running 0 124 / 3
Dispatch 0.0d
Material Management 54.0d
Coordinators 126.2d
Field Work 0.1d
Billing 3.3d
✗ SLA Missed
Dispatch
0.0 days
Material Management
54.0 days
Over SLA
Coordinators
126.2 days
Over SLA
Field Work
0.1 days
Billing
3.3 days
Over SLA
Created: Jan 27, 2025 Due: Oct 2, 2025 Completed: Oct 7, 2025 (4 days late)
📅
177.0 days Total Age
⏱️
73.5d in Assigned Longest Stage
🔄
12 transitions Status Changes
⚠️
169.6d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
7 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00459279
FW: Is your AED rescuse ready?
Closed
Model Heartstart-HS1 Customer would like tech to install new pads '
Priority
Standard
Origin
Email
Reason
New Case
Contact
Libby Riehle
Owner
Virtual Tech
Created
Jan 23, 2025
Work Orders from this Case (1)
WO-01241675 (current) Invoiced
Virtual Tech - Field Repair • Elkin Barahona
Created: Jan 27, 2025 • Closed: Oct 7, 2025
Completed with significant delays
Invoiced • 401 days old
🚨
Primary Delay 73.5 days stuck in "Assigned"
⏱️
Total Delay 169.6 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
Awaiting Parts
54.0d / 3.0d SLA
Reschedule
46.8d / 2.0d SLA
Assigned
73.5d / 0.5d SLA
Scheduled
6.0d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Closed
2.2d / 1.0d SLA
WO Correction Needed
1.4d
Ready to Bill
1.9d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/08/25 NSuarez I only see one part was ordered but there are 2 listed on this work order.

9/30/25 AJinerson - Libby emailed back confirming tech visit to be rescheduled to Tuesday, 10/7 with eta between 9am-11am.

ASking if she will still be POC for this visit as well.


9/30/25 AJinerson - Sent email to Libby regarding needing to reschedule tech visit due to tech running out of time and wouldn't make it by 5PM/time of close. Offered to reschedule to first stop on Tuesday, 10/7 with arrival between 9am-11am while tech in area.


9/30/25 AJinerson - Received email confirmation from POC Libby confirming tech visit for today, 9/30 with eta between 3pm-5pm.

POC on site: Libby Whitney

C 561-662-3495  O 561-795-2878


9/29/25 AJinerson - Received email back from Libby stating they just received the pads finally. Sent email back to Libby offering tech visit tomorrow, 9/30 with eta between 3pm-5pm.


9/24/25 AJinerson - Currently awaiting update from team to see if we have an update on parts being shipped to site. (Parts will be shipped to Wilmington, and they will be shipping to site directly).

9/19/25 AJinerson - Email to MM/Team to see if we have possible update on parts ETA to site.


9/15/25 AJinerson - Called site to follow up and see if Libby is available to confirm if they received parts. Spoke with Juan (operator) who transferred me to site, Spoke with Daisy who checked w/ Libby to see if parts have arrived on site. Per Libby, they have not received any parts for this matter. 


9/12/25 AJinerson - Called site to follow up and see if they have received parts yet. Libby was not on site today, but staff checked to see if they received parts. They did not have anything from EMSAR or Philips. They said Libby will be back in on Monday and we can try calling then to double check with her. 


9/4/25 AJinerson - Parts order had follow up date of 9/3, but no update as of today regarding parts shipping out yet.


9/2/25 AJinerson - Per email chain w/ MM - MM ordered parts by phone for delivery to Wilmington, then once Wilmington receives it, they will ship parts to appropriate location via UPS - Parts order has updated notes as well. No update on parts ETA yet.


8/22 KFricke - Reported second failed shipment to Philips and requested that they send direct to Elkin.


8/22/25 AJinerson - Checked w/ Libby via email to see if a Kimberly works there and provided the delivery information that parts were delivered 8/1 and signed by Kimberly. Libby emailed back stating they do not have a Kimberly that works at their office.


8/22/25 AJinerson - Per FedEx proof of delivery. Parts were delivered to a site in Wellington, FL on 8/1/25 and accepted by a "Kimberly".





8/22/25 AJinerson - Sent email back to MM/Team to check w/ Philips on which site/address these were showing delivered to.


8/22/25 AJinerson - Received email back from Libby stating they looked all over the entire office and parts were not delivered to them.


8/21/25 AJinerson - Sent follow up email to POC Libby offering tech visit for 8/22 between 1pm-2pm.


8/21/25 AJinerson - Called site to follow up and see if Libby is available to schedule. Spoke with operator (Jeffrey) who transferred me to front desk. Was on hold for over 8 mins with no answer. Will follow up with email. 


8/20/25 AJinerson - Per conversation yesterday w/ office, they said Libby is out until Thursday, 8/21 and we will need to call back to schedule this with her on Thursday.


8/19/25 AJienrson - Called site to follow up and schedule tech visit. Spoke with Jose (operator) regarding scheduling tech visit. Was told that Libby is out of office until Thursday and no one on site to schedule, will have to call back on Thursday, 8/21 to try and schedule. 


8/15/25 AJinerson - Sent email to POC Libby following up to schedule tech visit now that parts have been delivered. Asking Libby to please confirm if they did receive parts and offering tech visit on Weds. 8/20 with eta between 9am-11am.


8/15/25 AJinerson - Called site 15617840202 to follow up and schedule tech visit now that parts have arrived. Spoke with Diego (operator) who transferred me to site but site was closed for lunch so no answer/no option for VM. They reopen at 2PM EDT.


8/15/25 AJinerson - Rec. email from MM that they received notice from Philips that parts were delivered to site. Ready to schedule now.


7/23/2025 Sramen - found that this was prematurely pulled out of awaiting parts status. Placed back into awaiting parts.

7/23/25 AJInerson - Sent email to POC Libby letting her know we are currently still awaiting parts eta and per vendor, they are still on backorder.


7/22 KFricke - Philips confirmed this morning that this part is still on backorder with no ETA at this time.


7/7/25 AJinerson - Received notice from team that parts appear to still be on backorder, they have followed up w/ vendor for any possible update/eta.


7/7/25 AJinerson - Sent follow up email to team to see if update from Phillips on if parts shipped out yet to customer.


7/3/25 AJinerson - Sent follow up email to internal team who is working w/ Phillips on the 2nd order. Asking if we have an update on this matter yet since parts were on backorder.


7/3/25 AJinerson - Called site to follow up and see if they have received parts yet (we don't have an update on our end yet). Spoke with operator and was transferred to site. "Office is currently closed" and no option for VM. 


6/19/2025 Sramen- chatter to ASM.

6/18/25 AJinerson - Per Philips to MM, part is currently on backorder - no current eta on when they will get parts in. Will send email to POC to notify.


6/18/25 AJinerson - MM reaching back out to Philips to see if we have an update on parts/tracking info.


6/17/25 AJinerson - Sent email to team to follow up and see if we have way to get updated tracking info on our end.


6/17/25 AJinerson - Rec. email back from Libby stating they have not received the parts yet.


6/16/25 AJinerson - Sent email to POC Libby on already existing email chain regarding this WO - asking if they can confirm if they have received parts yet and are ready to proceed with scheduling.


6/16/25 AJinerson - Called site to follow up and see if they have received parts. Was on hold w/ no answer for 5 mins. Will follow up w/ email. 


6/3/25 AJinerson - Per conversation w/ Libby yesterday, she said she will call us when they receive parts.


6/2/25 AJinerson - Called POC to check if parts have arrived on site yet. (2nd round of parts coming straight from manufacturer). Confirmed with site and Libby that they have not received the parts yet for this. They will call when they receive them. 


5/28/25 AJinerson - Called POC Libby and confirmed we did not have an EMSAR tech on site 5/23, but provided UMF Medical customer service number to Libby for further assistance. (814-266-8726)

**Libby said she would call us once she received the pads for the heartstart repair for WO-01241675.**


5/28/25 AJinerson - Per conversation w/ Libby yesterday, looked into WO-01270727 and per the tech notes from last visit on 5/14: "Spoke to to bob from technical support /through. Trouble shooting was told that the bed needs new bed lift columns and stated that they will give Libby a call and send a technician to replace lift columns."

  • I do not believe an EMSAR tech was on site for the bed service she was referring to on 5/23. I believe the tech she is referencing is from UMF Medical.
  • We did not have an EMSAR tech at this location on 5/23.


5/27/25 AJinerson - Called POC Libby to check if parts have arrived on site. Libby confirmed parts have not arrived on site yet for the Heartstart but did have questions on their repair service for their Bed 1, they said that there was a tech on site Friday, 5/23 and they lost power for a couple of hours and tech said they would be back today, Tuesday, 5/27 but no one showed up, and parts are still on site. Libby gave me cell # to follow up and call tomorrow for further information, since they are already closing down for the day today. 

Libby Cell #561-402-4010


5/27/25 AJinerson - Sent email back to Libby to check and see if parts have been delivered on site yet and ready to schedule tech visit.


5/21/25 AJinerson - Sent email to POC Libby confirming a 2nd round of parts will be shipped to correct address.

5/21/25 AJinerson - Rec. notice from MM that there has been a new order created for this parts order and confirmed this will be shipped to Suite 300.


5/19/25 AJinerson - Sent email to Libby regarding team reaching out to Philips to resend part out to correct address and will follow up w/ Libby once we have an update on our end as well.


5/19/25 AJinerson - Email to ASM DN regarding customer not able to locate parts since delivered to wrong suite, confirmed suite #450 doesn't have parts either. How do we proceed?


5/19/25 AJinerson - Received email back from POC Libby stating that Suite #450 does not have the parts, but stated they were going to look and double check again.


5/19/25 AJinerson - Sent follow up email to POC Libby offering tech visit 5/20 afternoon between 2pm-4pm, if they were able to locate parts.


5/19/25 AJinerson - Called site again to follow up and see if they were able to locate parts and ready to schedule. Spoke with staff who transferred me to Libby's VM. Left VM regarding needing to confirm if they have located parts/how to proceed w/ scheduling. 


5/9/25 AJinerson - Call logged on WO-01270727. Called 3rd number we have on file for Libby (561) 784-0202 which takes you to Conviva Directory. Libby has been out the last 2 days but confirmed scheduling tech visit for WO-01270727 on Weds. 5/14 with eta between 9am-11am for exam bed repair. She also said she hasn't been able to go to Suite #450 yet to see if they have the pads for the heartstart but will check today and let us know to confirm if they have parts for WO-01241675.


5/9/25 AJinerson - Call logged on WO-01270727. Called secondary contact info for Diana - Spoke with Diana who stated she is no longer at this location and confirmed correct contact is Libby (our current POC on WO)


5/9/25 AJinerson - Call logged on WO-01270727. Called Libby 3rd time to follow up and schedule tech visit. Still received message "Person you have dialed is not able to receive calls at this time" and disconnected. 


5/8/25 AJinerson - Email logged on WO-01270727. Sent follow up email to POC Libby regarding scheduling this repair service, and needing to confirm if they are able to locate the parts for the Heartstart on WO-01241675.


5/8/25 AJinerson - Call logged on WO-01270727. Called POC Libby Whitney 2nd time and received automated message "The person you have dialed is not able to receive calls at this time" and disconnected. 


5/7/25 AJinerson - Email logged on WO-01241675. Sent email to POC Libby regarding parts matter for WO-01241675 (needing to locate) and needing to schedule tech visit for WO-01270727.


5/7/25 AJinerson - Call logged on WO-01241675. Called site to see if they could locate parts for this repair, as well as schedule repair WO-1270727. Per MM - parts may have been delivered to Suite #450 at this same address. Spoke with Elicia who informed me that Libby is out of office until Friday. I let Elicia know that we have 2 repair WOs we need to schedule, and that parts may have been delivered to Suite 450. She took my contact info and will pass along to Libby and they will check to see if Suite 450 has the part. 


5/7/25 AJinerson - MM looked into the parts issue w/ this site and per Philips, UPS delivered package to wrong suite - package was delivered to Institute for Women's Health - Suite #450


5/6/25 RCook- Chattered:

@[Dylan Nakoff]​ @[Abby Jinerson]​ Do we have an update on these parts? Or how we are going to proceed?


4/24/25 AJinerson - Chatter to ASM regarding site not receiving parts/how to move forward.


4/24/25 AJinerson - Called site to schedule tech visit. Staff confirmed w/ Libby that they have not received parts on site. I let them know parts are showing delivered and signed by "Sedes" but they have no one there by that name. 


4/22/25 AJinerson - WO assigned but never worked. Parts delivered to site on 3/20.



Elkin Barahona

🔧 Work Performed
10/07/25 EBar. Pad replaced. Unit tested, started up and returned to service.
🔍 Technician Findings
10/07/25 EBar. Site scheduled to repair a Biomedical equipment. Philips - Heartstart-HS1 ID 13069847 A16L-03813
⚠️ Problem Description
Model Heartstart-HS1 Customer would like tech to install new pads ' https://www.ebiotrack.com/workorder.php?wo=62823

Timeline

📞
Case Linked Jan 23, 2:02 PM
Case Number: 00459279
Subject: FW: Is your AED rescuse ready?
Status: Closed
2.9 business days
📋
3 Work Order Created Jan 27, 7:34 AM
Work Order Created → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00068438
Status: Closed
📦
Status: Awaiting Parts by Wendy Argueta
From: Entered
To: Awaiting Parts
Duration in Previous: 0m
🚨 37.0 business days
🔄
Status: Reschedule by Keith Fricke Mar 19, 1:21 PM
From: Awaiting Parts
To: Reschedule
Duration in Previous: 51d 4h
🚨 15.0 business days
👷
2 Technician Assigned Apr 8, 5:54 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Carrie Wassam
From: Reschedule
To: Assigned
Duration in Previous: 20d 4h
🚨 73.8 business days
📦
Status: Awaiting Parts by Stephanie Ramen Jul 23, 9:30 PM
From: Assigned
To: Awaiting Parts
Duration in Previous: 106d 3h
🚨 17.3 business days
🔩
2 Parts Added Aug 15, 12:26 PM
Parts Added → Status: Reschedule
🔄
Status: Reschedule by Keith Fricke
From: Awaiting Parts
To: Reschedule
Duration in Previous: 22d 14h
🚨 28.0 business days
💵
Expenses Added Sep 24, 3:05 PM
Type: Expenses
Status: Open
Qty: 1
⚠️ 5.0 business days
📅
2 Dispatch Scheduled Sep 30, 9:09 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Ben Saur
From: Reschedule
To: Scheduled
Duration in Previous: 45d 20h
📅
Dispatch Scheduled by Abby Jinerson Sep 30, 4:26 PM
Scheduled For: 2025-10-07T13:00:00.000+0000
⚠️ 5.9 business days
🔧
Status: Tech On Site by Elkin Barahona Oct 7, 8:24 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 6d 23h
⏱️
5x Labor Added Oct 7, 8:34 AM
Type: Labor, Travel
Status: Open
Qty: 1.5, 0.45, 60
✔️
Status: Completed by Elkin Barahona Oct 7, 9:23 AM
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 58m, 0m
2.0 business days
✏️
Status: WO Correction Needed by Nancy Suarez Oct 8, 4:50 PM
From: Closed
To: WO Correction Needed
Duration in Previous: 1d 7h
🏁
Status: Closed by Elkin Barahona Oct 9, 11:02 AM
From: WO Correction Needed
To: Closed
Duration in Previous: 18h 12m
📄
Status: Ready to Bill by Diane Patton Oct 9, 12:42 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1h 40m
2.0 business days
📨
Status: Invoice Pending by Diane Patton Oct 10, 5:30 PM
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 1d 4h, 0m
0.8 business days
🧾
Invoice Created Oct 13, 12:17 PM
Invoice Number: SM-243422

Bottlenecks

Awaiting Parts
Duration: 37.0 business days (threshold: 3.0 business days)
Exceeded by 34.0 business days
Reschedule
Duration: 14.8 business days (threshold: 2.0 business days)
Exceeded by 12.8 business days
Assigned
Duration: 73.5 business days (threshold: 4.0 business hours)
Exceeded by 73.0 business days
Awaiting Parts
Duration: 17.0 business days (threshold: 3.0 business days)
Exceeded by 14.0 business days
Reschedule
Duration: 31.9 business days (threshold: 2.0 business days)
Exceeded by 29.9 business days
Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Ready to Bill
Duration: 1.9 business days (threshold: 1.0 business days)
Exceeded by 7.3 business hours

🔗 Related Artifacts

📞
Case 00459279
Closed
📦
Parts Order 00068438
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Virtual Tech - Field Repair
Branch
Edge
Technician
Elkin Barahona
Scheduled
Oct 7, 9:00 AM
Created
Jan 27, 7:34 AM
Invoice #
SM-243422

Work Details (7)

Name Type Status Qty Amount Date
WL-02903245 Parts Open 1 $178.01 Aug 15, 12:26 PM
WL-02947668 Expenses Open 1 $11.55 Sep 24, 3:05 PM
WL-02961775 Labor Open 1.5 $178.50 Oct 7, 8:34 AM
WL-02961776 Labor Open 1 $119.00 Oct 7, 8:34 AM
WL-02961777 Labor Open 0.45 $59.50 Oct 7, 8:34 AM
WL-02961778 Travel Open 60 - Oct 7, 8:34 AM
WL-02961779 Travel Open 5 - Oct 7, 8:34 AM

Details