Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01304888 ↗ ServiceMax

HCA Urgent Care • Inspection • PSM

📍 CareNow - Montgomery #24958 — 20042 Eva St, Montgomery TX, 77356

Sep 17, 2025 → Dec 1, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (39 biz days late)
Active: 49 biz days
🕐 Clock stopped: Tech Off Site (Dec 1, 2025)
▶ Clock Running
Status: Created
Sep 17 → Sep 17, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 17 → Sep 17, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 17 → Sep 22, 2025
3 business days (counted)
Running total: 3 of ? biz days used
46d
▶ Clock Running
Status: Scheduled
Sep 22 → Dec 1, 2025
46 business days (counted)
Running total: 49 of ? biz days used
▶ Clock Running
Status: Tech On Site
Dec 1 → Dec 1, 2025
0 business days (counted)
Running total: 49 of ? biz days used
Created: Sep 17, 2025 Tech Off Site: Dec 1, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 17 → Sep 17 Created ▶ Running 0 0
Sep 17 → Sep 17 Ready for Scheduling ▶ Running 0 0
Sep 17 → Sep 22 Assigned ▶ Running 3 3
Sep 22 → Dec 1 Scheduled ▶ Running 46 49
Dec 1 → Dec 1 Tech On Site ▶ Running 0 49
Dispatch 0.0d
Coordinators 50.8d
Field Work 1.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
50.8 days
Over SLA
Field Work
1.0 days
Created: Sep 17, 2025 Due: Dec 15, 2025 Completed: Dec 1, 2025 (14 days early)
📅
50.0 days Total Age
⏱️
46.8d in Scheduled Longest Stage
🔄
7 transitions Status Changes
⚠️
49.4d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00527848
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 51 https://www.ebiotrack.com/inspection.php?iid=30142 Inspection Flag: If more than 2 hours of travel for repairs or misc inspections, please contact the customer for approval. Travel is included on annual inspections. Inspection Flag: 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. Inspection Flag: DO NOT PUT REPAIRS ON INSPECTIONS. Inspections and repairs are to be billed separately.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Angela Gregory
Owner
Shelby Robinson
Created
Sep 17, 2025
Work Orders from this Case (1)
WO-01304888 (current) Invoiced
Inspection • Arturo Diaz
Created: Sep 17, 2025 • Closed: Dec 1, 2025
Completed with significant delays
Invoiced • 168 days old
🚨
Primary Delay 46.8 days stuck in "Scheduled"
⏱️
Total Delay 49.4 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
0.1d / 1.0d SLA
Assigned
4.0d / 0.5d SLA
Scheduled
46.8d / 2.0d SLA
Tech On Site
0.9d / 1.0d SLA
Tech Off Site
0.0d / 2.0d SLA
Closed
2.1d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/22 KKelch called Angela to schedule for 12/1 between 9 and 10 am. Kia confirmed. 

🔧 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: 51 https://www.ebiotrack.com/inspection.php?iid=30142 Inspection Flag: If more than 2 hours of travel for repairs or misc inspections, please contact the customer for approval. Travel is included on annual inspections. Inspection Flag: 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. Inspection Flag: DO NOT PUT REPAIRS ON INSPECTIONS. Inspections and repairs are to be billed separately.

Timeline

📞
Case Linked Sep 17, 7:02 AM
Case Number: 00527848
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Sep 17, 11:28 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Sep 17, 11:56 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 27m
4.0 business days
🗓️
2 Status: Scheduled Sep 22, 1:45 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2025-12-01T15:00:00.000+0000
🚨 47.0 business days
⏱️
3x Labor Added Dec 1, 10:22 AM
Type: Labor, Travel
Status: Open
Qty: 2, 60
🔧
Status: Tech On Site by Arturo Diaz Dec 1, 10:37 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 69d 21h
⏱️
2x Labor Added Dec 1, 3:12 PM
Type: Labor
Status: Open
Qty: 4, 1.5
🚗
2 Status: Tech Off Site Dec 1, 6:13 PM
Status: Tech Off Site → Status: Completed
✔️
Status: Completed by Arturo Diaz
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 2m, 0m
2.7 business days
📄
Status: Ready to Bill by Diane Patton Dec 3, 10:29 AM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 1d 16h, 0m
3.0 business days
🧾
Invoice Created Dec 5, 6:09 PM
Invoice Number: SM-248038

Bottlenecks

Assigned
Duration: 4.0 business days (threshold: 4.0 business hours)
Exceeded by 3.5 business days
Scheduled
Duration: 46.8 business days (threshold: 2.0 business days)
Exceeded by 44.8 business days
Closed
Duration: 2.1 business days (threshold: 1.0 business days)
Exceeded by 1.1 business days

🔗 Related Artifacts

📞
Case 00527848
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Arturo Diaz
Scheduled
Dec 1, 10:00 AM
Created
Sep 17, 11:28 AM
Invoice #
SM-248038

Work Details (5)

Name Type Status Qty Amount Date
WL-03022321 Labor Open 2 $0.00 Dec 1, 10:22 AM
WL-03022322 Travel Open 60 - Dec 1, 10:22 AM
WL-03022323 Travel Open 60 - Dec 1, 10:22 AM
WL-03022606 Labor Open 4 $1,164.40 Dec 1, 3:12 PM
WL-03022607 Labor Open 1.5 $0.00 Dec 1, 3:12 PM

Details