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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01255875 ↗ ServiceMax

INVACARE • Preventive Maintenance • PSM

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

Mar 14, 2025 → Nov 26, 2025

✅ Completed
PSM
SLA Clock
Last business day of March 2025 · Target: Mar 31, 2025
✗ SLA Missed (165 biz days late)
Active: 177 biz days
🕐 Clock stopped: Completed (Nov 26, 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 24, 2025
5 business days (counted)
Running total: 6 of ? biz days used
▶ Clock Running
Status: Scheduled
Mar 24 → Mar 31, 2025
5 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
▶ Clock Running
Status: Scheduled
May 21 → Jun 10, 2025
13 business days (counted)
Running total: 61 of ? biz days used
23d
▶ Clock Running
Status: Reschedule
Jun 10 → Jul 15, 2025
23 business days (counted)
Running total: 84 of ? biz days used
▶ Clock Running
Status: Assigned
Jul 15 → Aug 4, 2025
14 business days (counted)
Running total: 98 of ? biz days used
18d
▶ Clock Running
Status: Scheduled
Aug 4 → Aug 28, 2025
18 business days (counted)
Running total: 116 of ? biz days used
▶ Clock Running
Status: Tech On Site
Aug 28 → Aug 28, 2025
0 business days (counted)
Running total: 116 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Aug 28 → Aug 29, 2025
1 business day (counted)
Running total: 117 of ? biz days used
▶ Clock Running
Status: Reschedule
Aug 29 → Sep 1, 2025
0 business days (counted)
Running total: 117 of ? biz days used
49d
▶ Clock Running
Status: On Hold
Sep 1 → Nov 11, 2025
49 business days (counted)
Running total: 166 of ? biz days used
▶ Clock Running
Status: Assigned
Nov 11 → Nov 11, 2025
0 business days (counted)
Running total: 166 of ? biz days used
▶ Clock Running
Status: Scheduled
Nov 11 → Nov 19, 2025
6 business days (counted)
Running total: 172 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 19 → Nov 19, 2025
0 business days (counted)
Running total: 172 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Nov 19 → Nov 20, 2025
1 business day (counted)
Running total: 173 of ? biz days used
▶ Clock Running
Status: Reschedule
Nov 20 → Nov 26, 2025
4 business days (counted)
Running total: 177 of ? biz days used
Created: Mar 14, 2025 Completed: Nov 26, 2025
Show SLA Clock Detail (20 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 24 Assigned ▶ Running 5 6
Mar 24 → Mar 31 Scheduled ▶ Running 5 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 → Jul 15 Reschedule ▶ Running 23 84
Jul 15 → Aug 4 Assigned ▶ Running 14 98
Aug 4 → Aug 28 Scheduled ▶ Running 18 116
Aug 28 → Aug 28 Tech On Site ▶ Running 0 116
Aug 28 → Aug 29 Tech Off Site ▶ Running 1 117
Aug 29 → Sep 1 Reschedule ▶ Running 0 117
Sep 1 → Nov 11 On Hold ▶ Running 49 166
Nov 11 → Nov 11 Assigned ▶ Running 0 166
Nov 11 → Nov 19 Scheduled ▶ Running 6 172
Nov 19 → Nov 19 Tech On Site ▶ Running 0 172
Nov 19 → Nov 20 Tech Off Site ▶ Running 1 173
Nov 20 → Nov 26 Reschedule ▶ Running 4 177
Dispatch 0.0d
Holding 82.0d (excluded)
Coordinators 100.5d
Field Work 4.1d
Billing 1.6d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
82.0 days
Coordinators
100.5 days
Over SLA
Field Work
4.1 days
Billing
1.6 days
Created: Mar 14, 2025 Due: Nov 26, 2025 Completed: Nov 26, 2025 (on time)
📅
177.8 days Total Age
⏱️
49.0d in On Hold Longest Stage
🔄
24 transitions Status Changes
⚠️
87.5d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
4 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits (4 reschedules)
2 on-site visits — follow-up trip required
👤 Self-scheduled by Zachary Stieben — scheduling delays attributed to technician, not coordinators
Visit 1 Nov 19, 2025

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 Invoiced
Preventive Maintenance • Zachary Stieben
Created: Mar 14, 2025 • Closed: Nov 6, 2025
WO-01255875 (current) 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 49.0 days stuck in "On Hold"
⏱️
Total Delay 87.5 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
Assigned
20.6d / 0.5d SLA
Scheduled
44.1d / 2.0d SLA
Reschedule
34.1d / 2.0d SLA
On Hold
82.0d
Tech On Site
1.0d / 1.0d SLA
Tech Off Site
3.1d / 2.0d SLA
Closed
6.0d / 1.0d SLA
07e-Partial Project
19.9d
WO Correction Needed
1.5d
Ready to Bill
0.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

1/2/25 ZStieben PM checklist not able to be completed due to no PM was performed as noted. Bed was occupied and not available. Was advised to close work order without performing any PM or Labor on bed.


12/31 NSuarez pm checklist needs to be filled out.

12/3 NSuarez awaiting on WO WO-01255871 to be closed.

11/26/25 ZStieben. Emsar account manager Jennifer Johnson advised to close this work order out.


11/21/2025 Sramen - chatter to ASM for assistance.

11/20 KKelch placed in R/S per note below

11/19/25 CDempsey- Bed was occupied with patient that can't be moved.

11/11 KKelch scheduled per logged email from Mayra

8/29 KKelch- per ZStieben, these beds are occupied. Site contact Myra to reach out when they become available.

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. 





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

5/21 KHensley called Mayra to schedule for 6/9 and 6/10. Customer confirmed. Call logged on WO-01255871

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
No work performed.
🔍 Technician Findings
11/19/2025 Zachary Stieben arrived on site. Upon arrival Site Contact Mayra stated that the Bed to be PM'd was not available to be serviced due to bed being occupied by a patient.
⚠️ Problem Description
Invacare Bed PM Technician to perform preventative maintenance on all Invacare beds **Service to be conducted in March 2025** 3 of 14 CS9FX600 (FT000152)
📄 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, 1:51 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, 3:16 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 3d 1h
⚠️ 6.0 business days
📅
2 Dispatch Scheduled Mar 24, 11:15 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kaitlyn Kelch
From: Assigned
To: Scheduled
Duration in Previous: 6d 19h
⚠️ 6.0 business days
🔄
Status: Reschedule by Craig Dempsey Mar 31, 4:42 PM
From: Scheduled
To: Reschedule
Duration in Previous: 7d 5h
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, 5:03 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: Reschedule by Kaitlyn Kelch Jun 10, 4:55 PM
From: Scheduled
To: Reschedule
Duration in Previous: 19d 23h
🚨 23.9 business days
👷
2 Technician Assigned Jul 15, 9:34 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Reschedule
To: Assigned
Duration in Previous: 34d 16h
🚨 15.0 business days
📅
3 Dispatch Scheduled Aug 4, 2:06 PM
Dispatch Scheduled → Status: Scheduled → Dispatch Scheduled
🗓️
Status: Scheduled by Rhea Berry
From: Assigned
To: Scheduled
Duration in Previous: 20d 4h
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2025-08-28T18:00:00.000+0000
🚨 19.0 business days
🔧
Status: Tech On Site by Zachary Stieben Aug 28, 11:02 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 23d 20h
🚗
Status: Tech Off Site by Zachary Stieben Aug 28, 12:05 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 1h 3m
🔄
Status: Reschedule by Kaitlyn Kelch Aug 29, 8:59 AM
From: Tech Off Site
To: Reschedule
Duration in Previous: 20h 54m
1.0 business days
⏸️
Status: On Hold by Stephanie Ramen Aug 31, 10:30 PM
From: Reschedule
To: On Hold
Duration in Previous: 2d 13h
🚨 49.0 business days
👷
3 Status: Assigned Nov 11, 10:44 AM
Status: Assigned → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kaitlyn Kelch
Technician: Zachary Stieben
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2025-11-19T18:00:00.000+0000
⚠️ 6.0 business days
🔧
Status: Tech On Site by Zachary Stieben Nov 19, 10:56 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 8d 0h
🚗
2 Status: Tech Off Site Nov 19, 6:03 PM
Status: Tech Off Site → 2x Travel Added
🚗
2x Travel Added
Type: Travel
Status: Open
Qty: 304
⏱️
2x Labor Added Nov 19, 6:09 PM
Type: Labor
Status: Open
Qty: 5.5
🔄
Status: Reschedule by Kaitlyn Kelch Nov 20, 8:59 AM
From: Tech Off Site
To: Reschedule
Duration in Previous: 14h 55m
⚠️ 5.0 business days
✔️
Status: Completed by Zachary Stieben Nov 26, 9:32 AM
From: Reschedule, Completed
To: Completed, Closed
Duration in Previous: 6d 0h, 0m
4.0 business days
📋
Status: 07e-Partial Project by Nancy Suarez Dec 3, 12:04 PM
From: Closed
To: 07e-Partial Project
Duration in Previous: 7d 2h
🚨 20.0 business days
✏️
Status: WO Correction Needed by Nancy Suarez Dec 31, 2:45 PM
From: 07e-Partial Project
To: WO Correction Needed
Duration in Previous: 28d 2h
2.0 business days
🏁
Status: Closed by Zachary Stieben Jan 2, 11:19 AM
From: WO Correction Needed
To: Closed
Duration in Previous: 1d 20h
2.0 business days
📄
Status: Ready to Bill by Nancy Suarez Jan 5, 4:14 PM
From: Closed
To: Ready to Bill
Duration in Previous: 3d 4h
📨
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 6.1 business hours
Assigned
Duration: 5.6 business days (threshold: 4.0 business hours)
Exceeded by 5.1 business days
Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
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: 23.4 business days (threshold: 2.0 business days)
Exceeded by 21.4 business days
Assigned
Duration: 15.0 business days (threshold: 4.0 business hours)
Exceeded by 14.5 business days
Scheduled
Duration: 18.7 business days (threshold: 2.0 business days)
Exceeded by 16.7 business days
Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Reschedule
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Closed
Duration: 4.0 business days (threshold: 1.0 business days)
Exceeded by 3.0 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 7.7 business hours

🔗 Related Artifacts

📞
Case 00474053
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
Corporate
Technician
Zachary Stieben
Scheduled
N/A
Created
Mar 14, 1:51 PM
Invoice #
SM-250519

Work Details (4)

Name Type Status Qty Amount Date
WL-03013682 Travel Open 304 $191.52 Nov 19, 6:07 PM
WL-03013683 Travel Open 304 $0.00 Nov 19, 6:07 PM
WL-03013690 Labor Open 5.5 $0.00 Nov 19, 6:09 PM
WL-03013691 Labor Open 5.5 $0.00 Nov 19, 6:09 PM

Details