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WO-01255894 ↗ ServiceMax

INVACARE • Preventive Maintenance • PSM

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

Mar 14, 2025 → Jun 10, 2025

✅ Completed
PSM
SLA Clock
Last business day of March 2025 · Target: Mar 31, 2025
✗ SLA Missed (49 biz days late)
Active: 61 biz days
🕐 Clock stopped: Completed (Jun 10, 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
5d
▶ 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
▶ Clock Running
Status: Tech On Site
Jun 10 → Jun 10, 2025
0 business days (counted)
Running total: 61 of ? biz days used
Created: Mar 14, 2025 Completed: Jun 10, 2025
Show SLA Clock Detail (9 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 → Jun 10 Tech On Site ▶ Running 0 61
Dispatch 0.0d
Holding 33.0d (excluded)
Coordinators 31.4d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
33.0 days
Coordinators
31.4 days
Over SLA
Billing
0.0 days
Created: Mar 14, 2025 Due: Mar 31, 2025 Completed: Jun 10, 2025 (70 days late)
📅
61.7 days Total Age
⏱️
135.7d in 07e-Partial Project Longest Stage
🔄
13 transitions Status Changes
⚠️
28.0d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
7 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits (1 reschedule)
2 on-site visits — follow-up trip required
👤 Self-scheduled by Zachary Stieben — scheduling delays attributed to technician, not coordinators
Visit 1 Jun 9, 2025
Visit 2 Jun 10, 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 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 (current) Invoiced
Preventive Maintenance • Zachary Stieben
Created: Mar 14, 2025 • Closed: Jun 10, 2025
Completed with significant delays
Invoiced • 355 days old
🚨
Primary Delay 135.7 days stuck in "07e-Partial Project"
⏱️
Total Delay 28.0 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
1.7d / 1.0d SLA
Assigned
5.9d / 0.5d SLA
Scheduled
19.0d / 2.0d SLA
Reschedule
4.7d / 2.0d SLA
On Hold
33.0d
Closed
5.4d / 1.0d SLA
07e-Partial Project
135.7d
Ready to Bill
0.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA
Billing Review
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
6/17 BAlexander Placing in PP until Parent is closed

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 bed. Unit function tested and passed. Unit returned to service.
🔍 Technician Findings
6-9-2025 Zachary Stieben arrived on site. Found 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** 14 of 14 CS9FX600 (FT000070)
📄 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, 2:01 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, 4:44 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
👷
2 Status: Assigned May 21, 5:11 PM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Kaitlyn Kelch
Technician: Zachary Stieben
📅
2 Dispatch Scheduled May 21, 7:56 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Stephanie Ramen
From: Assigned
To: Scheduled
Duration in Previous: 2h 45m
🚨 12.5 business days
🚗
2 Travel Added Jun 9, 8:18 PM
Travel Added → 2x Labor Added
⏱️
2x Labor Added
Type: Labor
Status: Open
Qty: 0.66666666666667, 5.3333333333333
🚗
4 Travel Added Jun 10, 4:24 PM
Travel Added → Labor Added → 2x Expenses Added → Status: Tech On Site
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 6
💵
2x Expenses Added
Type: Expenses
Status: Open
Qty: 1
🔧
Status: Tech On Site by Zachary Stieben
From: Scheduled, Tech On Site, Completed
To: Tech On Site, Completed, Closed
Duration in Previous: 19d 20h, 0m
⚠️ 5.9 business days
📋
Status: 07e-Partial Project by Brooke Alexander Jun 17, 2:34 PM
From: Closed
To: 07e-Partial Project
Duration in Previous: 6d 22h
🚨 136.0 business days
📄
Status: Ready to Bill by Nancy Suarez Jan 5, 4:20 PM
From: 07e-Partial Project
To: Ready to Bill
Duration in Previous: 202d 2h
📨
2 Status: Invoice Pending Jan 5, 4:26 PM
Status: Invoice Pending → Status: Billing Review
💵
Status: Billing Review by Nancy Suarez
From: Invoice Pending
To: Billing Review
Duration in Previous: 3m
🧾
2 Invoice Created Jan 5, 4:37 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Nancy Suarez
From: Billing Review
To: Invoiced
Duration in Previous: 7m

Bottlenecks

Ready for Scheduling
Duration: 1.7 business days (threshold: 1.0 business days)
Exceeded by 6.0 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: 13.0 business days (threshold: 2.0 business days)
Exceeded by 11.0 business days
Closed
Duration: 5.4 business days (threshold: 1.0 business days)
Exceeded by 4.4 business days

🔗 Related Artifacts

📞
Case 00474053
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
Corporate
Technician
Zachary Stieben
Scheduled
Jun 9, 3:00 PM
Created
Mar 14, 2:01 PM
Invoice #
SM-250519

Work Details (7)

Name Type Status Qty Amount Date
WL-02824159 Travel Open 280 $176.40 Jun 9, 8:18 PM
WL-02824161 Labor Open 0.66666666666667 $78.75 Jun 9, 8:19 PM
WL-02824160 Labor Open 5.3333333333333 $0.00 Jun 9, 8:19 PM
WL-02825128 Travel Open 304 $0.00 Jun 10, 4:24 PM
WL-02825131 Labor Open 6 $0.00 Jun 10, 4:25 PM
WL-02825135 Expenses Open 1 $0.00 Jun 10, 4:26 PM
WL-02825136 Expenses Open 1 $0.00 Jun 10, 4:26 PM

Details