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← WO Overview

WO-01303096 ↗ ServiceMax

Wellpath • Inspection • PSM

📍 Wellpath - Santa Rosa — 5755 East Milton Rd, Milton FL, 32583

Sep 8, 2025 → Jan 20, 2026

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (72 biz days late)
Active: 89 biz days
🕐 Clock stopped: Completed (Jan 20, 2026)
▶ Clock Running
Status: Created
Sep 8 → Sep 8, 2025
0 business days (counted)
Running total: 0 of ? biz days used
41d
▶ Clock Running
Status: Ready for Scheduling
Sep 8 → Nov 5, 2025
41 business days (counted)
Running total: 41 of ? biz days used
▶ Clock Running
Status: On Hold
Nov 5 → Nov 6, 2025
1 business day (counted)
Running total: 42 of ? biz days used
▶ Clock Running
Status: Reschedule
Nov 6 → Nov 14, 2025
5 business days (counted)
Running total: 47 of ? biz days used
▶ Clock Running
Status: Assigned
Nov 14 → Nov 18, 2025
2 business days (counted)
Running total: 49 of ? biz days used
12d
▶ Clock Running
Status: Scheduled
Nov 18 → Dec 8, 2025
12 business days (counted)
Running total: 61 of ? biz days used
10d
▶ Clock Running
Status: Reschedule
Dec 8 → Dec 22, 2025
10 business days (counted)
Running total: 71 of ? biz days used
18d
▶ Clock Running
Status: Scheduled
Dec 22 → Jan 20, 2026
18 business days (counted)
Running total: 89 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jan 20 → Jan 20, 2026
0 business days (counted)
Running total: 89 of ? biz days used
Created: Sep 8, 2025 Completed: Jan 20, 2026
Show SLA Clock Detail (9 periods)
Period Status Clock Biz Days Running Total
Sep 8 → Sep 8 Created ▶ Running 0 0
Sep 8 → Nov 5 Ready for Scheduling ▶ Running 41 41
Nov 5 → Nov 6 On Hold ▶ Running 1 42
Nov 6 → Nov 14 Reschedule ▶ Running 5 47
Nov 14 → Nov 18 Assigned ▶ Running 2 49
Nov 18 → Dec 8 Scheduled ▶ Running 12 61
Dec 8 → Dec 22 Reschedule ▶ Running 10 71
Dec 22 → Jan 20 Scheduled ▶ Running 18 89
Jan 20 → Jan 20 Tech On Site ▶ Running 0 89
Dispatch 0.0d
Holding 1.2d (excluded)
Coordinators 93.2d
Field Work 0.1d
Billing 4.5d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
1.2 days
Coordinators
93.2 days
Over SLA
Field Work
0.1 days
Billing
4.5 days
Over SLA
Created: Sep 8, 2025 Due: Nov 28, 2025 Completed: Jan 20, 2026 (52 days late)
📅
90.0 days Total Age
⏱️
42.0d in Ready for Scheduling Longest Stage
🔄
12 transitions Status Changes
⚠️
88.3d 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 #00525099
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 3 pieces https://www.ebiotrack.com/inspection.php?iid=29896
Priority
Standard
Origin
Email
Reason
New Case
Contact
Holly Johnson
Owner
Sherry Reich
Created
Sep 8, 2025
Work Orders from this Case (1)
WO-01303096 (current) Invoiced
Inspection • Dylan Ingraham
Created: Sep 8, 2025 • Closed: Jan 20, 2026
Completed with significant delays
Invoiced • 177 days old
🚨
Primary Delay 42.0 days stuck in "Ready for Scheduling"
⏱️
Total Delay 88.3 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
42.0d / 1.0d SLA
On Hold
1.2d
Reschedule
17.0d / 2.0d SLA
Assigned
2.3d / 0.5d SLA
Scheduled
31.9d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Ready to Bill
4.5d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

CONFIRMED

12/22/25 AJinerson - Sent email back to POC Holly confirming scheduling tech visit for Tuesday, 1/20/26 with eta between 12:30 p.m. - 2:30 p.m.

Asking for any further arrival instructions or specific requirements needed.

POC on-site: Holly Johnson

Arrival instructions: They need to bring their drivers license, no weapons, and nothing more than the equipment needed to service our machines. They can ask for Holly Johnson at the window and they will notify me he is here. 


12/22/25 AJinerson - Received email back from POC Holly stating they can schedule any day week of 1/19 - 1/22/2026 (Just not Friday).


12/22/25 AJinerson - Sent follow up email to POC Holly asking if they would like to move forward with scheduling our visit for Jan. 2026 per their previous request.


12/12/25 AJinerson - Sent email follow up to POC Holly asking if they are ready to proceed and still want to schedule for Jan. 2026 per their request. Asking which dates may work best for them w/ our availability as well.


12/8/25 AJinerson - Placed WO back into "reschedule" and emailed Holly back asking which dates in Jan. would work best for them.


12/8/25 AJinerson - Received email back from Holly Johnson stating they need to reschedule this visit to January 2026.


12/4/25 AJinerson - Sent email to POC Holly regarding needing to reschedule (due to tech repair coming in). Offering to reschedule tech visit to Thursday, 12/11.


12/4/25 AJinerson - Called and left VM for Holly regarding needing to reschedule tech visit (due to repair came in) and seeing if we could push this visit to the following day, 12/11. 


11/18/25 AJinerson - Called site to follow up and schedule tech visit. Spoke with Holly and confirmed tech visit for Weds. 12/10 with ETA between 12pm - 2PM. 

Onsite POC: Holly Johnson

Site Requirements: None

Arrival Instructions: No 


11/14/25 AJinerson - Sent follow up email to Holly offering to schedule tech visit on Weds. 12/10 with eta between 12pm-2pm.

(soonest we have tech available to travel to cover prison HCP work week of 12/8-12/12)

11/14/25 AJinerson - WO went into reschedule status on 11/6 from being on hold.


Scheduling ahead needed: Yes 

Certain day or time: Any day typically will work except for Fridays. Typically before 10am or after 12pm works best.

Confirmed contact information is correct: Yes 

Anything additional needed for tech to gain access to the facility:  When they arrive they need to let the deputy at the window know who they are and that they are here to service medical devices and they will notify us and escort the employee to medical.  


11/04/2025 LHill-rec'd email from Holly Johnson- Any day typically will work except for Fridays. Typically before 10am or after 12pm works best.


The tech doesn't need to do anything ahead of time. When they arrive they need to let the deputy at the window know who they are and that they are here to service medical devices and they will notify us and escort the employee to medical. 


We do have a vital machine that isn't working properly so maybe they will be able to repair it. It has been throwing a code. 

See logged email.


11/04/2025 LHill-sent email to Holly Johnson at holjohnson@wellpath.us to confirm contact & equipment.


11/04/2025 LHill-LM at 850-983-1137 for Holly Johnson to confirm equipment and contact.


10/31/2025 LHill-sent email to Holly Johnson at holjohnson@wellpath.us to confirm contact & equipment.


10/31/2025 LHill-LM at 850-983-1137 for Holly Johnson to confirm contact & equipment.

🔧 Work Performed
1/20 DI: TRAVEL FROM ATLANTA, GA TO MILTON, FL - ARRIVED TO SITE AND CHECKED IN WITH CUSTOMER - COMPLETED ANNUAL INSPECTION SERVICE OF THREE DEVICES (2 PASS - 1 FAIL) - ADVISED CUSTOMER OF EQUIPMENT STATUS AND RETURNED PASSING DEVICES TO SERVICE
🔍 Technician Findings
1/20 DI: ANNUAL INSPECTION SERVICE
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 3 pieces https://www.ebiotrack.com/inspection.php?iid=29896

Timeline

📞
Case Linked Sep 8, 1:00 AM
Case Number: 00525099
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Sep 8, 9:14 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
🚨 42.0 business days
⏸️
Status: On Hold by Yecenia Campos Nov 5, 5:46 PM
From: Ready for Scheduling
To: On Hold
Duration in Previous: 58d 9h
🔄
Status: Reschedule by Yecenia Campos Nov 6, 10:29 AM
From: On Hold
To: Reschedule
Duration in Previous: 16h 42m
⚠️ 6.0 business days
👷
2 Technician Assigned Nov 14, 4:39 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Abby Jinerson
From: Reschedule
To: Assigned
Duration in Previous: 8d 6h
2.9 business days
📅
2 Dispatch Scheduled Nov 18, 10:45 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Abby Jinerson
From: Assigned
To: Scheduled
Duration in Previous: 3d 18h
🚨 10.0 business days
💵
Expenses Added Dec 3, 3:59 PM
Type: Expenses
Status: Open
Qty: 1
📅
Dispatch Scheduled by Abby Jinerson Dec 4, 12:30 PM
Scheduled For: 2025-12-10T18:30:00.000+0000
📅
Dispatch Scheduled by Abby Jinerson Dec 4, 1:09 PM
Scheduled For: 2025-12-11T13:30:00.000+0000, 2025-12-11T14:30:00.000+0000, 2025-12-11T15:00:00.000+0000, 2025-12-11T14:00:00.000+0000
3.0 business days
🔄
Status: Reschedule by Abby Jinerson Dec 8, 9:36 AM
From: Scheduled
To: Reschedule
Duration in Previous: 19d 22h
🚨 11.0 business days
🗓️
2 Status: Scheduled Dec 22, 11:42 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Ben Saur
Scheduled For: 2026-01-20T17:30:00.000+0000, 2026-01-20T13:00:00.000+0000
🚨 19.0 business days
🔧
Status: Tech On Site by Dylan Ingraham Jan 20, 5:58 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 29d 6h
⏱️
6x Labor Added Jan 20, 6:12 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 5.5, 1, 279, 30
✔️
Status: Completed by Dylan Ingraham Jan 20, 6:40 PM
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 41m, 0m
2.7 business days
📄
Status: Ready to Bill by Diane Patton Jan 22, 2:48 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 20h
⚠️ 5.0 business days
📨
3 Status: Invoice Pending Jan 28, 12:02 PM
Status: Invoice Pending → Status: Invoiced → Invoice Created
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🧾
Invoice Created
Invoice Number: SM-252417

Bottlenecks

Ready for Scheduling
Duration: 42.0 business days (threshold: 1.0 business days)
Exceeded by 41.0 business days
Reschedule
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Assigned
Duration: 2.3 business days (threshold: 4.0 business hours)
Exceeded by 1.8 business days
Scheduled
Duration: 13.0 business days (threshold: 2.0 business days)
Exceeded by 11.0 business days
Reschedule
Duration: 11.0 business days (threshold: 2.0 business days)
Exceeded by 9.0 business days
Scheduled
Duration: 18.9 business days (threshold: 2.0 business days)
Exceeded by 16.9 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Ready to Bill
Duration: 4.5 business days (threshold: 1.0 business days)
Exceeded by 3.5 business days

🔗 Related Artifacts

📞
Case 00525099
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Dylan Ingraham
Scheduled
Jan 20, 12:30 PM
Created
Sep 8, 9:14 AM
Invoice #
SM-252417

Work Details (7)

Name Type Status Qty Amount Date
WL-03025277 Expenses Open 1 $0.00 Dec 3, 3:59 PM
WL-03072409 Labor Open 5.5 $0.00 Jan 20, 6:12 PM
WL-03072410 Labor Open 1 $1,895.00 Jan 20, 6:12 PM
WL-03072411 Labor Open 1 $0.00 Jan 20, 6:12 PM
WL-03072412 Travel Open 279 - Jan 20, 6:12 PM
WL-03072413 Travel Open 30 - Jan 20, 6:12 PM
WL-03072414 Expenses Open 1 $0.00 Jan 20, 6:12 PM

Details