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WO-01255878 ↗ ServiceMax

INVACARE • Preventive Maintenance • PSM

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

Mar 14, 2025 → Aug 28, 2025

✅ Completed
PSM
SLA Clock
Last business day of March 2025 · Target: Mar 31, 2025
✗ SLA Missed (104 biz days late)
Active: 116 biz days
🕐 Clock stopped: Tech Off Site (Aug 28, 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
13d
▶ 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
14d
▶ 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
Created: Mar 14, 2025 Tech Off Site: Aug 28, 2025
Show SLA Clock Detail (12 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
Dispatch 0.0d
Holding 33.0d (excluded)
Coordinators 88.5d
Field Work 1.2d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
33.0 days
Coordinators
88.5 days
Over SLA
Field Work
1.2 days
Billing
0.0 days
Created: Mar 14, 2025 Due: Mar 31, 2025 Completed: Aug 29, 2025 (150 days late)
📅
117.0 days Total Age
⏱️
84.8d in 07e-Partial Project Longest Stage
🔄
16 transitions Status Changes
⚠️
76.5d 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 #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 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 (current) 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 84.8 days stuck in "07e-Partial Project"
⏱️
Total Delay 76.5 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
38.1d / 2.0d SLA
Reschedule
28.1d / 2.0d SLA
On Hold
33.0d
Tech On Site
0.1d / 1.0d SLA
Tech Off Site
1.1d / 2.0d SLA
Closed
1.0d / 1.0d SLA
07e-Partial Project
84.8d
Ready to Bill
0.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

8/29/25 PP awaiting for all parent and child to be completed.

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
Performed preventative maintenance on unit. Unit function tested and passed. Unit returned to service.
🔍 Technician Findings
8/28/2025 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** 5 of 14 CS9FX600 (FT000154)
📄 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, 1:53 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, 5:04 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 Status: Scheduled Aug 4, 2:05 PM
Status: Scheduled → Dispatch Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2025-08-28T20:00:00.000+0000
📅
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, 12:19 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 23d 22h
🚗
Status: Tech Off Site by Zachary Stieben Aug 28, 12:44 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 25m
🚗
3 2x Travel Added Aug 28, 9:42 PM
2x Travel Added → 4x Labor Added → Status: Completed
⏱️
4x Labor Added
Type: Labor, Expenses
Status: Open
Qty: 5.5, 0.75, 5.75, 1
✔️
Status: Completed by Zachary Stieben
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 9h 2m, 0m
📋
Status: 07e-Partial Project by Nancy Suarez Aug 29, 1:39 PM
From: Closed
To: 07e-Partial Project
Duration in Previous: 15h 51m
🚨 85.0 business days
📄
Status: Ready to Bill by Nancy Suarez Jan 5, 4:15 PM
From: 07e-Partial Project
To: Ready to Bill
Duration in Previous: 129d 3h
📨
Status: Invoice Pending by Nancy Suarez Jan 5, 4:26 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 11m
🧾
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

🔗 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, 1:53 PM
Invoice #
SM-250519

Work Details (6)

Name Type Status Qty Amount Date
WL-02919246 Travel Open 304 $191.52 Aug 28, 9:42 PM
WL-02919247 Travel Open 304 $0.00 Aug 28, 9:42 PM
WL-02919264 Labor Open 5.5 $0.00 Aug 28, 9:46 PM
WL-02919265 Labor Open 0.75 $78.75 Aug 28, 9:46 PM
WL-02919266 Labor Open 5.75 $0.00 Aug 28, 9:46 PM
WL-02919267 Expenses Open 1 $0.00 Aug 28, 9:47 PM

Details