Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01298646 ↗ ServiceMax

Coastal Family Health Center • Inspection • PSM

📍 Coastal Family Health Center - Moss Point Medical Clinic for Adult, Primary Care — 4770 Amoco Drive, Moss Point MS, 39563

Aug 20, 2025 → Oct 16, 2025

✅ Completed
PSM
SLA Clock
Last business day of August 2025 · Target: Aug 29, 2025
✗ SLA Missed (31 biz days late)
Active: 39 biz days
🕐 Clock stopped: Tech Off Site (Oct 16, 2025)
▶ Clock Running
Status: Created
Aug 20 → Aug 20, 2025
0 business days (counted)
Running total: 0 of ? biz days used
7d
▶ Clock Running
Status: Ready for Scheduling
Aug 20 → Aug 29, 2025
7 business days (counted)
Running total: 7 of ? biz days used
28d
▶ Clock Running
Status: Assigned
Aug 29 → Oct 9, 2025
28 business days (counted)
Running total: 35 of ? biz days used
4d
▶ Clock Running
Status: Scheduled
Oct 9 → Oct 16, 2025
4 business days (counted)
Running total: 39 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 16 → Oct 16, 2025
0 business days (counted)
Running total: 39 of ? biz days used
Created: Aug 20, 2025 Tech Off Site: Oct 16, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Aug 20 → Aug 20 Created ▶ Running 0 0
Aug 20 → Aug 29 Ready for Scheduling ▶ Running 7 7
Aug 29 → Oct 9 Assigned ▶ Running 28 35
Oct 9 → Oct 16 Scheduled ▶ Running 4 39
Oct 16 → Oct 16 Tech On Site ▶ Running 0 39
Dispatch 0.0d
Coordinators 41.3d
Field Work 1.2d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
41.3 days
Over SLA
Field Work
1.2 days
Billing
0.0 days
Created: Aug 20, 2025 Due: Oct 31, 2025 Completed: Oct 16, 2025 (15 days early)
📅
40.0 days Total Age
⏱️
28.8d in Assigned Longest Stage
🔄
8 transitions Status Changes
⚠️
38.9d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 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 #00520461
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service Equip: 79 https://www.ebiotrack.com/inspection.php?iid=29446
Priority
Standard
Origin
Email
Reason
New Case
Contact
Rodney Gresham
Owner
John Rolston
Created
Aug 20, 2025
Work Orders from this Case (1)
WO-01298646 (current) Invoiced
Inspection • Jason Cunningham
Created: Aug 20, 2025 • Closed: Oct 16, 2025
Completed with significant delays
Invoiced • 196 days old
🚨
Primary Delay 28.8 days stuck in "Assigned"
⏱️
Total Delay 38.9 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
8.0d / 1.0d SLA
Assigned
28.8d / 0.5d SLA
Scheduled
4.5d / 2.0d SLA
Tech On Site
0.6d / 1.0d SLA
Tech Off Site
0.6d / 2.0d SLA
Closed
2.1d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/9/25 RCook- Spoke with Jason Cunningham, states that he spoke with Rodney Gresham and confirmed scheduling for 10/15 but will be onsite in the morning rather than the afternoon and then confirmed WO-01297137 will be done right after. Also confirmed WO-01298646 for 10/16/25with arrival time between 8-10AM. See logged call on WO-01300602


9/30/25 AJinerson - Email to POC Rodney offering tech visit for service on Thursday, 10/16 with eta between 8am-10am and asking for onsite contact if applicable.

🔧 Work Performed
10/16 Jason - Inspection Complete - Performed inspection on 92 devices. 4 devices failed inspection and were removed from service. All other devices passed inspection and were placed back into service.
🔍 Technician Findings
Located all devices that needed to be inspected. Archived the devices that couldn't be located.
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service Equip: 79 https://www.ebiotrack.com/inspection.php?iid=29446

Timeline

📞
Case Linked Aug 20, 7:03 AM
Case Number: 00520461
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Aug 20, 10:32 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by John Rolston
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⚠️ 8.0 business days
👷
2 Technician Assigned Aug 29, 1:32 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Scheduling
To: Assigned
Duration in Previous: 9d 2h
2.0 business days
👷
Technician Assigned by Rhea Berry Sep 2, 9:47 AM
Technician: Jason Cunningham
🚨 28.0 business days
🗓️
2 Status: Scheduled Oct 9, 3:43 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2025-10-16T13:00:00.000+0000
⚠️ 5.0 business days
🔧
Status: Tech On Site by Jason Cunningham Oct 16, 9:37 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 6d 17h
🚗
Status: Tech Off Site by Jason Cunningham Oct 16, 2:34 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 4h 56m
⏱️
2 3x Labor Added Oct 16, 7:17 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Jason Cunningham
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 4h 47m, 0m
2.6 business days
📄
2 Status: Ready to Bill Oct 20, 1:59 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
2.0 business days
🧾
Invoice Created Oct 21, 3:05 PM
Invoice Number: SM-244195

Bottlenecks

Ready for Scheduling
Duration: 8.0 business days (threshold: 1.0 business days)
Exceeded by 7.0 business days
Assigned
Duration: 28.8 business days (threshold: 4.0 business hours)
Exceeded by 28.3 business days
Scheduled
Duration: 4.5 business days (threshold: 2.0 business days)
Exceeded by 2.5 business days
Closed
Duration: 2.1 business days (threshold: 1.0 business days)
Exceeded by 1.1 business days

🔗 Related Artifacts

📞
Case 00520461
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Jason Cunningham
Scheduled
Oct 16, 9:00 AM
Created
Aug 20, 10:32 AM
Invoice #
SM-244195

Work Details (3)

Name Type Status Qty Amount Date
WL-02973642 Labor Open 0.5 $0.00 Oct 16, 7:17 PM
WL-02973643 Labor Open 5 $2,194.60 Oct 16, 7:17 PM
WL-02973644 Travel Open 67 - Oct 16, 7:17 PM

Details