Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01294216 ↗ ServiceMax

Conviva Care Solutions (Humana) • Inspection • PSM

📍 Conviva St. Cloud — 122 St Cloud Road, San Antonio TX, 78228

Jul 28, 2025 → Feb 20, 2026

✅ Completed
PSM
SLA Clock
Last business day of July 2025 · Target: Jul 31, 2025
✗ SLA Missed (137 biz days late)
Active: 140 biz days
🕐 Clock stopped: Tech Off Site (Feb 21, 2026)
▶ Clock Running
Status: Created
Jul 28 → Jul 28, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jul 28 → Jul 28, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Jul 28 → Jul 28, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Entered
Jul 28 → Jul 28, 2025
0 business days (counted)
Running total: 0 of ? biz days used
14d
▶ Clock Running
Status: On Hold
Jul 28 → Aug 15, 2025
14 business days (counted)
Running total: 14 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Aug 15 → Aug 15, 2025
0 business days (counted)
Running total: 14 of ? biz days used
11d
▶ Clock Running
Status: Assigned
Aug 15 → Sep 2, 2025
11 business days (counted)
Running total: 25 of ? biz days used
▶ Clock Running
Status: Entered
Sep 2 → Sep 2, 2025
0 business days (counted)
Running total: 25 of ? biz days used
102d
▶ Clock Running
Status: On Hold
Sep 2 → Feb 2, 2026
102 business days (counted)
Running total: 127 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 2 → Feb 3, 2026
1 business day (counted)
Running total: 128 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 128 of ? biz days used
12d
▶ Clock Running
Status: Scheduled
Feb 3 → Feb 20, 2026
12 business days (counted)
Running total: 140 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 20 → Feb 21, 2026
0 business days (counted)
Running total: 140 of ? biz days used
Created: Jul 28, 2025 Tech Off Site: Feb 21, 2026
Show SLA Clock Detail (13 periods)
Period Status Clock Biz Days Running Total
Jul 28 → Jul 28 Created ▶ Running 0 0
Jul 28 → Jul 28 Ready for Scheduling ▶ Running 0 0
Jul 28 → Jul 28 Assigned ▶ Running 0 0
Jul 28 → Jul 28 Entered ▶ Running 0 0
Jul 28 → Aug 15 On Hold ▶ Running 14 14
Aug 15 → Aug 15 Ready for Scheduling ▶ Running 0 14
Aug 15 → Sep 2 Assigned ▶ Running 11 25
Sep 2 → Sep 2 Entered ▶ Running 0 25
Sep 2 → Feb 2 On Hold ▶ Running 102 127
Feb 2 → Feb 3 Ready for Scheduling ▶ Running 1 128
Feb 3 → Feb 3 Assigned ▶ Running 0 128
Feb 3 → Feb 20 Scheduled ▶ Running 12 140
Feb 20 → Feb 21 Tech On Site ▶ Running 0 140
Dispatch 0.0d
Holding 118.0d (excluded)
Coordinators 26.5d
Field Work 0.9d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
118.0 days
Coordinators
26.5 days
Over SLA
Field Work
0.9 days
Created: Jul 28, 2025 Due: Sep 30, 2025 Completed: Feb 21, 2026 (143 days late)
📅
141.0 days Total Age
⏱️
103.0d in On Hold Longest Stage
🔄
13 transitions Status Changes
⚠️
24.2d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00513934
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 73 pieces https://www.ebiotrack.com/inspection.php?iid=28979
Priority
Standard
Origin
Email
Reason
New Case
Contact
Dora Garcia
Owner
Leona Coonrod
Created
Jul 27, 2025
Work Orders from this Case (1)
WO-01294216 (current) Invoiced
Inspection • Arturo Diaz
Created: Jul 28, 2025 • Closed: Feb 20, 2026
Completed with significant delays
Invoiced • 219 days old
🚨
Primary Delay 103.0 days stuck in "On Hold"
⏱️
Total Delay 24.2 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
1.9d / 1.0d SLA
Assigned
12.2d / 0.5d SLA
On Hold
118.0d
Scheduled
12.4d / 2.0d SLA
Tech On Site
0.9d / 1.0d SLA
Tech Off Site
0.0d / 2.0d SLA
Closed
3.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2/3 KKelch sent an email for scheduling

02/02/2026 Dnakoff - POC information updated for Dora

9/2 KKelch placed on hold for better contact info

8/25 KKelch called Steven to get further contact info. Unable to leave VM.

8/18 KKelch called Steven to get further contact info. Unable to leave VM. 

8/18 KKelch Christina called me back to let me know that she isn't the manager but to call 210-917-4856 Steven and he should know.

8/18 KKelch called Christina to schedule for 9/19 between 9 and 10 am. Left VM, sent email. 

08/15/2025 DNakoff - Please try POC information below


7/28 KKelch called Dora to schedule for 9/22 between 9 and 10 am. This is the wrong number, placed on hold and escalated to acct mgr.

🔧 Work Performed
- Inspected equipment found in every exam room - inspected equipment found in labs - inspected equipment found in nurse stations - inspected equipment found in hallways - inquired of staff where any other equipment might be found - confirmed with staff that all equipment that is in use has been inspected - informed staff if any equipment is later found, or pulled from storage, or received from another location, it will require a miscellaneous equipment inspection on a new work order
🔍 Technician Findings
Normal equipment conditions
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 73 pieces https://www.ebiotrack.com/inspection.php?iid=28979

Timeline

📞
Case Linked Jul 27, 7:00 AM
Case Number: 00513934
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
1.0 business days
📋
2 Work Order Created Jul 28, 9:29 AM
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 Technician Assigned Jul 28, 10:47 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1h 17m
🆕
Status: Entered by Kaitlyn Kelch Jul 28, 11:00 AM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 13m, 0m
🚨 15.0 business days
📅
Status: Ready for Scheduling by Dylan Nakoff Aug 15, 2:36 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 18d 3h
👷
2 Technician Assigned Aug 15, 3:26 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 50m
🚨 12.0 business days
🆕
Status: Entered by Kaitlyn Kelch Sep 2, 9:44 AM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 17d 18h, 0m
🚨 103.0 business days
📅
Status: Ready for Scheduling by Dylan Nakoff Feb 2, 1:36 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 153d 4h
👷
2 Technician Assigned Feb 3, 11:05 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 21h 29m
👷
Technician Assigned by Kaitlyn Kelch Feb 3, 12:14 PM
Technician: Arturo Diaz
🗓️
2 Status: Scheduled Feb 3, 3:36 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-02-20T15:00:00.000+0000
🚨 13.0 business days
🚗
3x Travel Added Feb 20, 10:21 AM
Type: Travel, Expenses
Status: Open
Qty: 10, 200
⏱️
Labor Added Feb 20, 11:13 AM
Type: Labor
Status: Open
Qty: 1
🔧
Status: Tech On Site by Arturo Diaz Feb 20, 11:42 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 16d 20h
🚗
3 Status: Tech Off Site Feb 20, 7:59 PM
Status: Tech Off Site → 2x Labor Added → Status: Completed
⏱️
2x Labor Added
Type: Labor
Status: Open
Qty: 4, 3
✔️
Status: Completed by Arturo Diaz
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 2m, 0m
3.5 business days
📄
2 Status: Ready to Bill Feb 25, 10:06 AM
Status: Ready to Bill → Invoice Created
🧾
Invoice Created
Invoice Number: SM-254848

Bottlenecks

Assigned
Duration: 11.6 business days (threshold: 4.0 business hours)
Exceeded by 11.1 business days
Ready for Scheduling
Duration: 1.7 business days (threshold: 1.0 business days)
Exceeded by 5.4 business hours
Assigned
Duration: 4.5 business hours (threshold: 4.0 business hours)
Exceeded by 0.5 business hours
Scheduled
Duration: 12.4 business days (threshold: 2.0 business days)
Exceeded by 10.4 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00513934
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Arturo Diaz
Scheduled
Feb 20, 10:00 AM
Created
Jul 28, 9:29 AM
Invoice #
SM-254848

Work Details (6)

Name Type Status Qty Amount Date
WL-03113594 Travel Open 10 - Feb 20, 10:21 AM
WL-03113595 Travel Open 200 - Feb 20, 10:21 AM
WL-03113596 Expenses Open 1 $0.00 Feb 20, 10:21 AM
WL-03113671 Labor Open 1 $0.00 Feb 20, 11:13 AM
WL-03114671 Labor Open 4 $1,292.00 Feb 20, 8:01 PM
WL-03114672 Labor Open 3 $0.00 Feb 20, 8:01 PM

Details