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← WO Overview

WO-01255874 ↗ ServiceMax

INVACARE • Preventive Maintenance • PSM

📍 Vitas Healthcare- Villa Rosa — 5131 Medical Dr STE 210, San Antonio TX, 78229

Mar 14, 2025 → Nov 6, 2025

✅ Completed
PSM
SLA Clock
Last business day of March 2025 · Target: Mar 31, 2025
✗ SLA Missed (153 biz days late)
Active: 165 biz days
🕐 Clock stopped: Completed (Nov 7, 2025)
▶ Clock Running
Status: Created
Mar 14 → Mar 14, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Mar 14 → Mar 17, 2025
1 business day (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Assigned
Mar 17 → Mar 17, 2025
0 business days (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Entered
Mar 17 → Mar 17, 2025
0 business days (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Reschedule
Mar 17 → Mar 17, 2025
0 business days (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Assigned
Mar 17 → Mar 24, 2025
5 business days (counted)
Running total: 6 of ? biz days used
▶ Clock Running
Status: Scheduled
Mar 24 → Mar 27, 2025
3 business days (counted)
Running total: 9 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 27 → Mar 27, 2025
0 business days (counted)
Running total: 9 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Mar 27 → Mar 31, 2025
2 business days (counted)
Running total: 11 of ? biz days used
▶ Clock Running
Status: Reschedule
Mar 31 → Apr 7, 2025
5 business days (counted)
Running total: 16 of ? biz days used
32d
▶ Clock Running
Status: On Hold
Apr 7 → May 21, 2025
32 business days (counted)
Running total: 48 of ? biz days used
▶ Clock Running
Status: Assigned
May 21 → May 21, 2025
0 business days (counted)
Running total: 48 of ? biz days used
13d
▶ Clock Running
Status: Scheduled
May 21 → Jun 10, 2025
13 business days (counted)
Running total: 61 of ? biz days used
▶ Clock Running
Status: On Hold
Jun 10 → Jun 19, 2025
6 business days (counted)
Running total: 67 of ? biz days used
17d
▶ Clock Running
Status: Reschedule
Jun 19 → Jul 15, 2025
17 business days (counted)
Running total: 84 of ? biz days used
14d
▶ Clock Running
Status: Assigned
Jul 15 → Aug 4, 2025
14 business days (counted)
Running total: 98 of ? biz days used
19d
▶ Clock Running
Status: Scheduled
Aug 4 → Aug 29, 2025
19 business days (counted)
Running total: 117 of ? biz days used
▶ Clock Running
Status: Completed
Aug 29 → Aug 29, 2025
0 business days (counted)
Running total: 117 of ? biz days used
48d
▶ Clock Running
Status: Incomplete
Aug 29 → Nov 7, 2025
48 business days (counted)
Running total: 165 of ? biz days used
Created: Mar 14, 2025 Completed: Nov 7, 2025
Show SLA Clock Detail (19 periods)
Period Status Clock Biz Days Running Total
Mar 14 → Mar 14 Created ▶ Running 0 0
Mar 14 → Mar 17 Ready for Scheduling ▶ Running 1 1
Mar 17 → Mar 17 Assigned ▶ Running 0 1
Mar 17 → Mar 17 Entered ▶ Running 0 1
Mar 17 → Mar 17 Reschedule ▶ Running 0 1
Mar 17 → Mar 24 Assigned ▶ Running 5 6
Mar 24 → Mar 27 Scheduled ▶ Running 3 9
Mar 27 → Mar 27 Tech On Site ▶ Running 0 9
Mar 27 → Mar 31 Tech Off Site ▶ Running 2 11
Mar 31 → Apr 7 Reschedule ▶ Running 5 16
Apr 7 → May 21 On Hold ▶ Running 32 48
May 21 → May 21 Assigned ▶ Running 0 48
May 21 → Jun 10 Scheduled ▶ Running 13 61
Jun 10 → Jun 19 On Hold ▶ Running 6 67
Jun 19 → Jul 15 Reschedule ▶ Running 17 84
Jul 15 → Aug 4 Assigned ▶ Running 14 98
Aug 4 → Aug 29 Scheduled ▶ Running 19 117
Aug 29 → Aug 29 Completed ▶ Running 0 117
Aug 29 → Nov 7 Incomplete ▶ Running 48 165
Dispatch 0.0d
Holding 39.4d (excluded)
Coordinators 80.7d
Field Work 3.0d
Incomplete 48.0d (excluded)
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
39.4 days
Coordinators
80.7 days
Over SLA
Field Work
3.0 days
Over SLA
Incomplete (excluded from total)
48.0 days
Billing
0.0 days
Created: Mar 14, 2025 Due: Mar 31, 2025 Completed: Nov 7, 2025 (220 days late)
📅
164.8 days Total Age
⏱️
48.0d in Incomplete Longest Stage
🔄
20 transitions Status Changes
⚠️
69.7d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
1 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00474053
Work order 2314
Closed
Invacare Bed PM Technician to perform preventative maintenance on all Invacare beds **Service to be conducted in March 2025** 1 of 14 CS9FX600 (FT000150)
Priority
Standard
Origin
Email
Reason
New Case
Contact
Angie Bommer
Owner
Leona Coonrod
Created
Mar 13, 2025
Work Orders from this Case (14)
WO-01255871 Invoiced
Preventive Maintenance • Zachary Stieben
Created: Mar 14, 2025 • Closed: Dec 19, 2025
WO-01255874 (current) Invoiced
Preventive Maintenance • Zachary Stieben
Created: Mar 14, 2025 • Closed: Nov 6, 2025
WO-01255875 Invoiced
Preventive Maintenance • Zachary Stieben
Created: Mar 14, 2025 • Closed: Nov 26, 2025
WO-01255876 Invoiced
Preventive Maintenance • Zachary Stieben
Created: Mar 14, 2025 • Closed: Mar 27, 2025
WO-01255878 Invoiced
Preventive Maintenance • Zachary Stieben
Created: Mar 14, 2025 • Closed: Aug 28, 2025
WO-01255880 Invoiced
Preventive Maintenance • Zachary Stieben
Created: Mar 14, 2025 • Closed: Aug 28, 2025
WO-01255883 Invoiced
Preventive Maintenance • Zachary Stieben
Created: Mar 14, 2025 • Closed: Mar 27, 2025
WO-01255884 Invoiced
Preventive Maintenance • Zachary Stieben
Created: Mar 14, 2025 • Closed: Jun 10, 2025
WO-01255886 Invoiced
Preventive Maintenance • Zachary Stieben
Created: Mar 14, 2025 • Closed: Jun 10, 2025
WO-01255888 Invoiced
Preventive Maintenance • Zachary Stieben
Created: Mar 14, 2025 • Closed: Mar 27, 2025
WO-01255889 Invoiced
Preventive Maintenance • Zachary Stieben
Created: Mar 14, 2025 • Closed: Mar 27, 2025
WO-01255891 Invoiced
Preventive Maintenance • Zachary Stieben
Created: Mar 14, 2025 • Closed: Jun 10, 2025
WO-01255892 Invoiced
Preventive Maintenance • Zachary Stieben
Created: Mar 14, 2025 • Closed: Jun 10, 2025
WO-01255894 Invoiced
Preventive Maintenance • Zachary Stieben
Created: Mar 14, 2025 • Closed: Jun 10, 2025
Completed with significant delays
Invoiced • 355 days old
🚨
Primary Delay 48.0 days stuck in "Incomplete"
⏱️
Total Delay 69.7 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
1.8d / 1.0d SLA
Reschedule
22.1d / 2.0d SLA
Assigned
20.6d / 0.5d SLA
Scheduled
36.3d / 2.0d SLA
Tech On Site
0.6d / 1.0d SLA
Tech Off Site
2.4d / 2.0d SLA
On Hold
39.4d
Incomplete
48.0d
Completed
0.0d / 1.0d SLA
Closed
2.0d / 1.0d SLA
07e-Partial Project
35.0d
Ready to Bill
0.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/11 NSuarez awaiting on 2 work orders to be closed.

11/6/2025 ZStieben. Completed Repair work order# 1310098 on 11/6/2025. Bed is now functional to close PM work order.


10/9 KWeiss, case had been put in Jennifer Johnson's name on 9/3 due to it being an Invacare dispatch.

8/29 KWeiss, Created case and sent to sales for quoting.

8/4/25 RCook- Spoke with Mayra, rescheduled for 8/28/25 with arrival time between 12-2PM. Also scheduled for themorning of 8/29/25 with an arrival time between 8-10AM. See logged call on WO-01255871


7/23 KKelch called Mayra to reschedule for 8/5 between 9 and 10 am. Left VM. Call logged on WO-01255874

7/14/25 CDempsey- tried to reassign to a more available tech, however it requires 'medical bed' tech.

7/10 KHensley Mayra called me back to schedule for 7/16 between 9 and 10 am. Customer confirmed. Call logged on WO-01255874

7/10 KHensley called Mayra to schedule for 7/16 between 9 and 10 am. Left VM. Call logged on WO-01255874

6/20/25 RCook- Emailed Jennifer Johnson asking for approval for overnight stay for return trip. See logged email on WO-01255880


6/20/25 RCook- Sent teams message to CDempsey and DCarvalho stating: For the Vitas Healthcare-Villa Rosa Invacare PMs that are left for Zachary I know that you said Zachary will need an overnight for this return trip. My question is do you want me to move forward with getting approval for this return trip from JJ or do you prefer we eat the cost on the return trip? I imagine that the first trip will not be as we did not request approval beforehand. 


Waiting for response before moving forward.



6/19/25 RCook- Per CDempsey, technician will need an overnight stay for the return visit.


6/19/25 RCook- Sent teams message to DCarvalho and CDempsey stating: Craig Dempsey David Carvalho I am working on scheduling Vitas Healthcare-Villa Rosa Invacare PMs for Zachary Stieben. There are 5 remaining WOs. This is 5 hours 1 way. Do we want to keep him overnight again? My concern is I don't see that we requested approval for the travel the first time and I don't think they will cover the travel without approval. 





11/6/2025 ZStieben. Completed Repair work order# 1310098 on 11/6/2025. Bed is now functional to close PM work order.


6/10 KHensley placed in R/S as there were patients in these beds and the PM was unable to be completed

3/28/25 CDempsey- This is a hospice facility and bed is in use. Facility manager to contact coordinator when available.

3/24 KHensley called Mayra to schedule for 3/27 between 9 and 10 am. Customer confirmed. Call logged on WO-01255874 3/21 KHensley called Mayra to schedule for 3/27 between 9 and 10 am. Left VM. Call logged on WO-01255874

🔧 Work Performed
Performed preventative maintenance. Unit function tested and passed. Unit returned to service.
🔍 Technician Findings
11/6/2025 Zachary Stieben arrived on site. Found Invacare Bed to be PM'd.
⚠️ Problem Description
Invacare Bed PM Technician to perform preventative maintenance on all Invacare beds **Service to be conducted in March 2025** 2 of 14 CS9FX600 (FT000151)
📄 Description
Invacare ICC - Bed CS9 Electric Bed

Timeline

📞
Case Linked Mar 13, 3:07 PM
Case Number: 00474053
Subject: Work order 2314
Status: Closed
📋
2 Work Order Created Mar 14, 1:50 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Leona Coonrod
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
2.0 business days
👷
2 Technician Assigned Mar 17, 12:12 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling, Assigned, Entered
To: Assigned, Entered, Reschedule
Duration in Previous: 2d 22h, 0m
👷
2 Technician Assigned Mar 17, 3:17 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Reschedule
To: Assigned
Duration in Previous: 3h 4m
⚠️ 6.0 business days
🗓️
2 Status: Scheduled Mar 24, 11:15 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2025-03-27T14:00:00.000+0000, 2025-03-27T14:01:00.000+0000
4.0 business days
🔧
Status: Tech On Site by Zachary Stieben Mar 27, 12:13 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 3d 0h
🚗
Status: Tech Off Site by Zachary Stieben Mar 27, 5:01 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 4h 47m
2.9 business days
🔄
Status: Reschedule by Craig Dempsey Mar 31, 4:45 PM
From: Tech Off Site
To: Reschedule
Duration in Previous: 3d 23h
4.9 business days
⏸️
Status: On Hold by Stephanie Ramen Apr 6, 10:10 PM
From: Reschedule
To: On Hold
Duration in Previous: 6d 5h
🚨 33.0 business days
👷
3 Technician Assigned May 21, 5:01 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Kaitlyn Kelch
From: On Hold, Assigned
To: Assigned, Scheduled
Duration in Previous: 44d 18h, 0m
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2025-06-09T19:00:00.000+0000
🚨 13.9 business days
⏸️
Status: On Hold by Kaitlyn Kelch Jun 10, 4:56 PM
From: Scheduled
To: On Hold
Duration in Previous: 19d 23h
⚠️ 6.9 business days
🔄
Status: Reschedule by Rhea Berry Jun 19, 3:01 PM
From: On Hold
To: Reschedule
Duration in Previous: 8d 22h
🚨 17.0 business days
👷
2 Technician Assigned Jul 15, 9:33 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Reschedule
To: Assigned
Duration in Previous: 25d 18h
🚨 15.0 business days
🗓️
2 Status: Scheduled Aug 4, 2:07 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2025-08-28T18:00:00.000+0000
🚨 19.0 business days
⏱️
Labor Added Aug 28, 9:31 PM
Type: Labor
Status: Open
Qty: 0.75
✔️
Status: Completed by Zachary Stieben Aug 28, 9:37 PM
From: Scheduled, Completed
To: Completed, Incomplete
Duration in Previous: 24d 7h, 0m
🚨 48.3 business days
✔️
Status: Completed by Zachary Stieben Nov 6, 7:22 PM
From: Incomplete
To: Completed
Duration in Previous: 69d 22h
🏁
Status: Closed by Zachary Stieben Nov 6, 7:33 PM
From: Completed
To: Closed
Duration in Previous: 10m
2.6 business days
📋
Status: 07e-Partial Project by Nancy Suarez Nov 11, 9:19 AM
From: Closed
To: 07e-Partial Project
Duration in Previous: 4d 13h
🚨 35.0 business days
📄
Status: Ready to Bill by Nancy Suarez Jan 5, 4:13 PM
From: 07e-Partial Project
To: Ready to Bill
Duration in Previous: 55d 6h
📨
Status: Invoice Pending by Nancy Suarez Jan 5, 4:26 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 12m
🧾
2 Invoice Created Jan 5, 4:37 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Nancy Suarez
From: Invoice Pending
To: Invoiced
Duration in Previous: 11m

Bottlenecks

Ready for Scheduling
Duration: 1.8 business days (threshold: 1.0 business days)
Exceeded by 6.2 business hours
Assigned
Duration: 5.6 business days (threshold: 4.0 business hours)
Exceeded by 5.1 business days
Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Tech Off Site
Duration: 2.4 business days (threshold: 2.0 business days)
Exceeded by 3.0 business hours
Reschedule
Duration: 4.7 business days (threshold: 2.0 business days)
Exceeded by 2.7 business days
Scheduled
Duration: 13.4 business days (threshold: 2.0 business days)
Exceeded by 11.4 business days
Reschedule
Duration: 17.0 business days (threshold: 2.0 business days)
Exceeded by 15.0 business days
Assigned
Duration: 15.0 business days (threshold: 4.0 business hours)
Exceeded by 14.5 business days
Scheduled
Duration: 18.9 business days (threshold: 2.0 business days)
Exceeded by 16.9 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00474053
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
Corporate
Technician
Zachary Stieben
Scheduled
Aug 28, 2:00 PM
Created
Mar 14, 1:50 PM
Invoice #
SM-250519

Work Details (1)

Name Type Status Qty Amount Date
WL-02919210 Labor Open 0.75 $78.75 Aug 28, 9:31 PM

Details