Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01303271 ↗ ServiceMax

HCA Urgent Care • Inspection • PSM

📍 CareNow - Edinburg #21576 — 293 E Trenton Rd, Suite 293, Edinburg TX, 78539

Sep 9, 2025 → Nov 21, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (36 biz days late)
Active: 51 biz days
🕐 Clock stopped: Completed (Nov 22, 2025)
▶ Clock Running
Status: Created
Sep 9 → Sep 9, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 9 → Sep 9, 2025
0 business days (counted)
Running total: 0 of ? biz days used
21d
▶ Clock Running
Status: Assigned
Sep 9 → Oct 8, 2025
21 business days (counted)
Running total: 21 of ? biz days used
30d
▶ Clock Running
Status: Scheduled
Oct 8 → Nov 22, 2025
30 business days (counted)
Running total: 51 of ? biz days used
Created: Sep 9, 2025 Completed: Nov 22, 2025
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Sep 9 → Sep 9 Created ▶ Running 0 0
Sep 9 → Sep 9 Ready for Scheduling ▶ Running 0 0
Sep 9 → Oct 8 Assigned ▶ Running 21 21
Oct 8 → Nov 22 Scheduled ▶ Running 30 51
Dispatch 0.0d
Coordinators 53.0d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
53.0 days
Over SLA
Billing
0.0 days
Created: Sep 9, 2025 Due: Nov 28, 2025 Completed: Nov 22, 2025 (6 days early)
📅
52.0 days Total Age
⏱️
31.0d in Scheduled Longest Stage
🔄
7 transitions Status Changes
⚠️
51.5d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
4 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00525487
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service If more than 2 hours of travel for repairs or misc inspections, please contact the customer for approval. Travel is included on annual inspections. This site requires repairs over $1500 to be approved by Vickie Johnson. Please reach out to the account manager before moving forward with any repair over this amount so that they can have it approved first. DO NOT PUT REPAIRS ON INSPECTIONS. Inspections and repairs are to be billed separately. 26 pieces https://www.ebiotrack.com/inspection.php?iid=29945
Priority
Standard
Origin
Email
Reason
New Case
Contact
Emmanuel Garza
Owner
Sherry Reich
Created
Sep 9, 2025
Work Orders from this Case (1)
WO-01303271 (current) Invoiced
Inspection • Anthony Wirth
Created: Sep 9, 2025 • Closed: Nov 21, 2025
Completed with significant delays
Invoiced • 177 days old
🚨
Primary Delay 31.0 days stuck in "Scheduled"
⏱️
Total Delay 51.5 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
0.0d / 1.0d SLA
Assigned
22.0d / 0.5d SLA
Scheduled
31.0d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/8 KKelch called Emmanuel to schedule for 11/21 between 9 and 11 am. Customer confirmed. 

🔧 Work Performed
Annual Equipment Electrical Safety Test And Calibration Service
🔍 Technician Findings
Unit vital spot machine is malfunctioning and is not working.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service If more than 2 hours of travel for repairs or misc inspections, please contact the customer for approval. Travel is included on annual inspections. This site requires repairs over $1500 to be approved by Vickie Johnson. Please reach out to the account manager before moving forward with any repair over this amount so that they can have it approved first. DO NOT PUT REPAIRS ON INSPECTIONS. Inspections and repairs are to be billed separately. 26 pieces https://www.ebiotrack.com/inspection.php?iid=29945

Timeline

📞
Case Linked Sep 9, 7:00 AM
Case Number: 00525487
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Sep 9, 8:42 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
👷
2 Technician Assigned Sep 9, 9:05 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 22m
🚨 22.0 business days
🗓️
2 Status: Scheduled Oct 8, 10:30 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2025-11-21T15:00:00.000+0000
🚨 31.0 business days
⏱️
2 3x Labor Added Nov 21, 9:18 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Anthony Wirth
From: Scheduled
To: Completed
Duration in Previous: 44d 11h
🏁
Status: Closed by Anthony Wirth Nov 21, 9:33 PM
From: Completed
To: Closed
Duration in Previous: 10m
2.3 business days
🔩
3 Parts Added Nov 25, 9:47 AM
Parts Added → Status: Ready to Bill → Status: Invoiced
📄
Status: Ready to Bill by Diane Patton
From: Closed, Ready to Bill
To: Ready to Bill, Invoice Pending
Duration in Previous: 3d 12h, 0m
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
⚠️ 8.0 business days
🧾
Invoice Created Dec 8, 5:12 PM
Invoice Number: 247477

Bottlenecks

Assigned
Duration: 22.0 business days (threshold: 4.0 business hours)
Exceeded by 21.5 business days
Scheduled
Duration: 31.0 business days (threshold: 2.0 business days)
Exceeded by 29.0 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00525487
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Anthony Wirth
Scheduled
Nov 21, 10:00 AM
Created
Sep 9, 8:42 AM
Invoice #
247477

Work Details (4)

Name Type Status Qty Amount Date
WL-03017305 Labor Open 4.5 $0.00 Nov 21, 9:18 PM
WL-03017306 Labor Open 3 $855.00 Nov 21, 9:18 PM
WL-03017307 Travel Open 252 - Nov 21, 9:18 PM
WL-03019473 Parts Open 1 $58.39 Nov 25, 9:47 AM

Details