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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01300669 ↗ ServiceMax

Conviva Care Solutions (Humana) • Inspection • PSM

📍 Conviva SPID — 5317 South Padre Island Drive, Corpus Christi TX, 78411

Sep 2, 2025 → Feb 19, 2026

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (93 biz days late)
Active: 114 biz days
🕐 Clock stopped: Tech Off Site (Feb 19, 2026)
▶ Clock Running
Status: Created
Sep 2 → Sep 2, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 2 → Sep 2, 2025
0 business days (counted)
Running total: 0 of ? biz days used
26d
▶ Clock Running
Status: Assigned
Sep 2 → Oct 8, 2025
26 business days (counted)
Running total: 26 of ? biz days used
▶ Clock Running
Status: Entered
Oct 8 → Oct 8, 2025
0 business days (counted)
Running total: 26 of ? biz days used
76d
▶ Clock Running
Status: On Hold
Oct 8 → Feb 2, 2026
76 business days (counted)
Running total: 102 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 2 → Feb 3, 2026
1 business day (counted)
Running total: 103 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 3 → Feb 9, 2026
4 business days (counted)
Running total: 107 of ? biz days used
▶ Clock Running
Status: Scheduled
Feb 9 → Feb 18, 2026
6 business days (counted)
Running total: 113 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 18 → Feb 19, 2026
1 business day (counted)
Running total: 114 of ? biz days used
Created: Sep 2, 2025 Tech Off Site: Feb 19, 2026
Show SLA Clock Detail (9 periods)
Period Status Clock Biz Days Running Total
Sep 2 → Sep 2 Created ▶ Running 0 0
Sep 2 → Sep 2 Ready for Scheduling ▶ Running 0 0
Sep 2 → Oct 8 Assigned ▶ Running 26 26
Oct 8 → Oct 8 Entered ▶ Running 0 26
Oct 8 → Feb 2 On Hold ▶ Running 76 102
Feb 2 → Feb 3 Ready for Scheduling ▶ Running 1 103
Feb 3 → Feb 9 Assigned ▶ Running 4 107
Feb 9 → Feb 18 Scheduled ▶ Running 6 113
Feb 18 → Feb 19 Tech On Site ▶ Running 1 114
Dispatch 0.0d
Holding 77.0d (excluded)
Coordinators 39.9d
Field Work 1.5d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
77.0 days
Coordinators
39.9 days
Over SLA
Field Work
1.5 days
Over SLA
Created: Sep 2, 2025 Due: Feb 27, 2026 Completed: Feb 19, 2026 (8 days early)
📅
114.5 days Total Age
⏱️
77.0d in On Hold Longest Stage
🔄
11 transitions Status Changes
⚠️
37.4d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
7 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00523661
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 84 https://www.ebiotrack.com/inspection.php?iid=29802
Priority
Standard
Origin
Email
Reason
New Case
Contact
Melissa Benavente
Owner
Shelby Robinson
Created
Sep 2, 2025
Work Orders from this Case (1)
WO-01300669 (current) Invoiced
Inspection • Arturo Diaz
Created: Sep 2, 2025 • Closed: Feb 19, 2026
Completed with significant delays
Invoiced • 183 days old
🚨
Primary Delay 77.0 days stuck in "On Hold"
⏱️
Total Delay 37.4 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
1.6d / 1.0d SLA
Assigned
31.9d / 0.5d SLA
On Hold
77.0d
Scheduled
6.4d / 2.0d SLA
Tech On Site
1.5d / 1.0d SLA
Tech Off Site
0.0d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2/20/26 RBerry- Updated due date. WO was on hold from Sept - Feb. Updated serviced date to match work details.


2/9 KKelch scheduled per logged email form Karen

2/9 KKelch sent an email for scheduling

2/3 KKelch called Karen to schedule for 2/16 between 12 and 2 pm. Sat on hold for 10 minutes, sent email.

02/02/2026 DNakoff - POC Updated

10/8 KKelch placed on hold due to 3 failed attempts to schedule

9/22 KKelch sent Melissa an email for scheduling

9/8 KKelch sent Melissa an email for scheduling

9/2 KKelch called Melissa to schedule for 11/11 between 9 and 10 am. Left VM, sent email. 

🔧 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
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 84 https://www.ebiotrack.com/inspection.php?iid=29802

Timeline

📞
Case Linked Sep 2, 7:00 AM
Case Number: 00523661
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
4 Work Order Created Sep 2, 12:54 PM
Work Order Created → Status: Ready for Scheduling → Technician Assigned → Status: Assigned
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
Technician Assigned by Kaitlyn Kelch
Technician: Anthony Wirth
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 3m
🚨 27.0 business days
🆕
Status: Entered by Kaitlyn Kelch Oct 8, 10:15 AM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 35d 21h, 0m
🚨 77.0 business days
📅
Status: Ready for Scheduling by Dylan Nakoff Feb 2, 2:03 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 117d 4h
👷
2 Technician Assigned Feb 3, 11:00 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 20h 57m
👷
Technician Assigned by Kaitlyn Kelch Feb 3, 12:15 PM
Technician: Arturo Diaz
⚠️ 5.0 business days
🗓️
2 Status: Scheduled Feb 9, 4:11 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-02-18T15:00:00.000+0000
💵
2x Expenses Added Feb 9, 4:28 PM
Type: Expenses
Status: Open
Qty: 1
⚠️ 6.9 business days
🔧
2 Status: Tech On Site Feb 18, 11:54 AM
Status: Tech On Site → 3x Labor Added
⏱️
3x Labor Added
Type: Labor, Expenses, Travel
Status: Open
Qty: 3.5, 1, 175
⏱️
2x Labor Added Feb 18, 5:45 PM
Type: Labor
Status: Open
Qty: 5, 0.5
🚗
3 Status: Tech Off Site Feb 19, 12:03 AM
Status: Tech Off Site → Status: Completed → Status: Closed
✔️
Status: Completed by Arturo Diaz
From: Tech Off Site
To: Completed
Duration in Previous: 2m
🏁
Status: Closed by Arturo Diaz
From: Completed
To: Closed
Duration in Previous: 1m
2.0 business days
📄
Status: Ready to Bill by Diane Patton Feb 20, 6:14 PM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 1d 18h, 0m
1.7 business days
🧾
Invoice Created Feb 23, 3:32 PM
Invoice Number: SM-254624

Bottlenecks

Assigned
Duration: 26.9 business days (threshold: 4.0 business hours)
Exceeded by 26.4 business days
Ready for Scheduling
Duration: 1.6 business days (threshold: 1.0 business days)
Exceeded by 4.9 business hours
Assigned
Duration: 5.0 business days (threshold: 4.0 business hours)
Exceeded by 4.5 business days
Scheduled
Duration: 6.4 business days (threshold: 2.0 business days)
Exceeded by 4.4 business days
Tech On Site
Duration: 1.5 business days (threshold: 1.0 business days)
Exceeded by 4.2 business hours
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00523661
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Arturo Diaz
Scheduled
Feb 18, 10:00 AM
Created
Sep 2, 12:54 PM
Invoice #
SM-254624

Work Details (7)

Name Type Status Qty Amount Date
WL-03098042 Expenses Open 1 $0.00 Feb 9, 4:28 PM
WL-03098043 Expenses Open 1 $0.00 Feb 9, 4:28 PM
WL-03110257 Labor Open 3.5 $0.00 Feb 18, 11:55 AM
WL-03110258 Expenses Open 1 $0.00 Feb 18, 11:55 AM
WL-03110259 Travel Open 175 - Feb 18, 11:55 AM
WL-03110959 Labor Open 5 $1,313.25 Feb 18, 5:45 PM
WL-03110960 Labor Open 0.5 $0.00 Feb 18, 5:45 PM

Details