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WO-01300942 ↗ ServiceMax

Conviva Care Solutions (Humana) • Inspection • PSM

📍 Conviva - Fernandina Beach — 1450 Sadler Road, Fernandina Beach FL, 32034

Sep 3, 2025 → Sep 8, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✓ SLA Met (16 biz days early)
Active: 3 biz days
🕐 Clock stopped: Completed (Sep 8, 2025)
▶ Clock Running
Status: Created
Sep 3 → Sep 3, 2025
0 business days (counted)
Running total: 0 of ? biz days used
2d
▶ Clock Running
Status: Ready for Scheduling
Sep 3 → Sep 5, 2025
2 business days (counted)
Running total: 2 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 5 → Sep 5, 2025
0 business days (counted)
Running total: 2 of ? biz days used
1d
▶ Clock Running
Status: Scheduled
Sep 5 → Sep 8, 2025
1 business day (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 8 → Sep 8, 2025
0 business days (counted)
Running total: 3 of ? biz days used
Created: Sep 3, 2025 Completed: Sep 8, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 3 → Sep 3 Created ▶ Running 0 0
Sep 3 → Sep 5 Ready for Scheduling ▶ Running 2 2
Sep 5 → Sep 5 Assigned ▶ Running 0 2
Sep 5 → Sep 8 Scheduled ▶ Running 1 3
Sep 8 → Sep 8 Tech On Site ▶ Running 0 3
Dispatch 0.0d
Coordinators 5.0d
Field Work 0.3d
Billing 0.0d
✓ SLA Met
Dispatch
0.0 days
Coordinators
5.0 days
Over SLA
Field Work
0.3 days
Billing
0.0 days
Created: Sep 3, 2025 Due: Nov 1, 2025 Completed: Sep 8, 2025 (54 days early)
📅
4.0 days Total Age
⏱️
3.0d in Ready for Scheduling Longest Stage
🔄
7 transitions Status Changes
⚠️
3.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00524016
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 45 pieces https://www.ebiotrack.com/inspection.php?iid=29823
Priority
Standard
Origin
Email
Reason
New Case
Contact
Yvette Ortiz
Owner
Leona Coonrod
Created
Sep 3, 2025
Work Orders from this Case (1)
WO-01300942 (current) Invoiced
Inspection • Anthony Wright
Created: Sep 3, 2025 • Closed: Sep 8, 2025
Completed with minor delays
Invoiced • 183 days old
🚨
Primary Delay 3.0 days stuck in "Ready for Scheduling"
⏱️
Total Delay 3.6 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
3.0d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
1.9d / 2.0d SLA
Tech On Site
0.3d / 1.0d SLA
Closed
2.6d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/5/25 AJinerson - Email logged on WO-01301021. Received email back from POC Yvette confirming tech visit for both - repair and annual inspection on Monday, 9/8. I sent email back asking for site hours to schedule accordingly.


9/5/25 AJinerson - Email logged on WO-01301021. Sent email to Yvette offering tech visit now on 9/8 and asked if they would like to schedule their annual inspection service during the same visit. (WO-01300942).


9/5/25 AJinerson - WO-01301021. Called Yvette to offer tech earlier appt on Monday, 9/8 now that we had a cancellation. Left VM for Yvette. 

🔧 Work Performed
9/8/25 AMW - Performed annual inspection on all medical equipment located. Total of 52 pieces of equipment inspected. Only 1 failure, UMF table will not raise or lower. I called UMF and gave them POC information for repair. They will be completing the repair no follow up needed. Notified POC of inspection findings and completion.
🔍 Technician Findings
9/8/25 AMW - Perform annual inspection and calibration service on all medical equipment located. Notify POC of inspection findings and completion.
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 45 pieces https://www.ebiotrack.com/inspection.php?iid=29823

Timeline

📞
Case Linked Sep 3, 7:00 AM
Case Number: 00524016
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Sep 3, 9:10 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
⏳ 3.0 business days
👷
▶
4 Status: Assigned Sep 5, 12:23 PM
Status: Assigned → Technician Assigned → Status: Scheduled → Dispatch Scheduled
👷
Technician Assigned by Abby Jinerson
Technician: Anthony Wright
🗓️
Status: Scheduled by Abby Jinerson
From: Assigned
To: Scheduled
Duration in Previous: 3m
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2025-09-08T15:00:00.000+0000
📅
Dispatch Scheduled by Abby Jinerson Sep 5, 12:46 PM
Scheduled For: 2025-09-08T18:00:00.000+0000, 2025-09-08T17:30:00.000+0000
⏳ 2.0 business days
⏱️
2x Labor Added Sep 8, 12:12 PM
Type: Labor, Travel
Status: Open
Qty: 0.25, 3
🔧
Status: Tech On Site by Anthony Wright Sep 8, 12:37 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 3d 0h
⏱️
Labor Added Sep 8, 2:19 PM
Type: Labor
Status: Open
Qty: 2.5
✔️
Status: Completed by Anthony Wright Sep 8, 3:00 PM
From: Tech On Site, Completed, Tech Off Site
To: Completed, Tech Off Site, Closed
Duration in Previous: 2h 23m, 0m
⏳ 3.0 business days
📄
▶
2 Status: Ready to Bill Sep 10, 3:25 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Nancy Suarez
From: Invoice Pending
To: Invoiced
Duration in Previous: 4m
⏳ 3.0 business days
🧾
Invoice Created Sep 12, 5:24 PM
Invoice Number: SM-240520

Bottlenecks

Ready for Scheduling
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Closed
Duration: 2.6 business days (threshold: 1.0 business days)
Exceeded by 1.6 business days

🔗 Related Artifacts

📞
Case 00524016
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Anthony Wright
Scheduled
Sep 8, 1:30 PM
Created
Sep 3, 9:10 AM
Invoice #
SM-240520

Work Details (3)

Name Type Status Qty Amount Date
WL-02928467 Labor Open 0.25 $0.00 Sep 8, 12:12 PM
WL-02928468 Travel Open 3 - Sep 8, 12:12 PM
WL-02928626 Labor Open 2.5 $1,292.00 Sep 8, 2:19 PM

Details