Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01305096 ↗ ServiceMax

Convenient MD Urgent Care- Corporate • Inspection • PSM

📍 ConvenientMD Urgent Care- Plaistow NH — 49 Plaistow Road, Plaistow NH, 03865

Sep 18, 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: 48 biz days
🕐 Clock stopped: Completed (Dec 1, 2025)
▶ Clock Running
Status: Created
Sep 18 → Sep 18, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 18 → Sep 22, 2025
2 business days (counted)
Running total: 2 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 22 → Sep 23, 2025
1 business day (counted)
Running total: 3 of ? biz days used
28d
▶ Clock Running
Status: Scheduled
Sep 23 → Nov 3, 2025
28 business days (counted)
Running total: 31 of ? biz days used
▶ Clock Running
Status: Reschedule
Nov 3 → Nov 3, 2025
0 business days (counted)
Running total: 31 of ? biz days used
11d
▶ Clock Running
Status: Scheduled
Nov 3 → Nov 19, 2025
11 business days (counted)
Running total: 42 of ? biz days used
▶ Clock Running
Status: Entered
Nov 19 → Nov 19, 2025
0 business days (counted)
Running total: 42 of ? biz days used
▶ Clock Running
Status: Assigned
Nov 19 → Nov 19, 2025
0 business days (counted)
Running total: 42 of ? biz days used
▶ Clock Running
Status: Scheduled
Nov 19 → Nov 20, 2025
1 business day (counted)
Running total: 43 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 20 → Nov 21, 2025
1 business day (counted)
Running total: 44 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Nov 21 → Nov 21, 2025
0 business days (counted)
Running total: 44 of ? biz days used
▶ Clock Running
Status: Reschedule
Nov 21 → Nov 23, 2025
0 business days (counted)
Running total: 44 of ? biz days used
▶ Clock Running
Status: Scheduled
Nov 23 → Nov 24, 2025
1 business day (counted)
Running total: 45 of ? biz days used
▶ Clock Running
Status: Entered
Nov 24 → Nov 24, 2025
0 business days (counted)
Running total: 45 of ? biz days used
▶ Clock Running
Status: Assigned
Nov 24 → Nov 24, 2025
0 business days (counted)
Running total: 45 of ? biz days used
3d
▶ Clock Running
Status: Scheduled
Nov 24 → Dec 1, 2025
3 business days (counted)
Running total: 48 of ? biz days used
Created: Sep 18, 2025 Completed: Dec 1, 2025
Show SLA Clock Detail (16 periods)
Period Status Clock Biz Days Running Total
Sep 18 → Sep 18 Created ▶ Running 0 0
Sep 18 → Sep 22 Ready for Scheduling ▶ Running 2 2
Sep 22 → Sep 23 Assigned ▶ Running 1 3
Sep 23 → Nov 3 Scheduled ▶ Running 28 31
Nov 3 → Nov 3 Reschedule ▶ Running 0 31
Nov 3 → Nov 19 Scheduled ▶ Running 11 42
Nov 19 → Nov 19 Entered ▶ Running 0 42
Nov 19 → Nov 19 Assigned ▶ Running 0 42
Nov 19 → Nov 20 Scheduled ▶ Running 1 43
Nov 20 → Nov 21 Tech On Site ▶ Running 1 44
Nov 21 → Nov 21 Tech Off Site ▶ Running 0 44
Nov 21 → Nov 23 Reschedule ▶ Running 0 44
Nov 23 → Nov 24 Scheduled ▶ Running 1 45
Nov 24 → Nov 24 Entered ▶ Running 0 45
Nov 24 → Nov 24 Assigned ▶ Running 0 45
Nov 24 → Dec 1 Scheduled ▶ Running 3 48
Dispatch 0.0d
Coordinators 53.4d
Field Work 1.5d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
53.4 days
Over SLA
Field Work
1.5 days
Created: Sep 18, 2025 Due: Nov 26, 2025 Completed: Dec 1, 2025 (4 days late)
📅
49.0 days Total Age
⏱️
29.0d in Scheduled Longest Stage
🔄
14 transitions Status Changes
⚠️
43.3d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
7 lines Work Details
🏠
2 visits On-Site Trips
📋
Coordinator Scheduling
🔄
2 On-Site Visits (2 reschedules)
2 on-site visits — follow-up trip required
Visit 1 Nov 20, 2025
Visit 2 Dec 1, 2025

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00528314
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 46 pieces https://www.ebiotrack.com/inspection.php?iid=30173
Priority
Standard
Origin
Email
Reason
New Case
Contact
Jennifer Halvatzes
Owner
Leona Coonrod
Created
Sep 18, 2025
Work Orders from this Case (1)
WO-01305096 (current) Invoiced
Inspection • David Cavaco
Created: Sep 18, 2025 • Closed: Dec 1, 2025
Completed with significant delays
Invoiced • 167 days old
🚨
Primary Delay 29.0 days stuck in "Scheduled"
⏱️
Total Delay 43.3 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
3.0d / 1.0d SLA
Assigned
1.5d / 0.5d SLA
Scheduled
47.8d / 2.0d SLA
Reschedule
1.0d / 2.0d SLA
Tech On Site
0.5d / 1.0d SLA
Tech Off Site
1.0d / 2.0d SLA
Closed
2.5d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
11/21 KSmith -- Rescheduled for 12/1 with Olivia

11/21 KSmith -- Sent email to Olivia to reschedule for 12/1

11/21 SRogers: updating to reschedule - return visit needed to finish (about 25-30 pieces left).

11/20/25 RBerry- Due date was incorrect. Correct to end of month. Removed delay code


11/3 KSmith -- Scheduled for 11/20 with Olivia. (JS)

11/3 KSmith -- Need to reschedule due to repairs. Sent email to Olivia to reschedule for 11/20 (JS)

9/23 KSmith -- Scheduled for 11/5 with Olivia

9/23 KSmith -- Sent email to schedule for 11/5

9/22 KSmith -- Sent email to schedule for 11/5

CONFIRMED


09/19/2025 LHill-rec'd email from Olivia Connors-

Scheduling ahead needed: yes

Certain day or time: We are open 7 days a week 8am-8pm

Confirmed contact information is correct: Yes 

Anything additional needed for tech to gain access to the facility:   We make the practice manager aware before hand, they can use the fron entrance and sign in.


09/19/2025 LH sent chatter to Scott Berry/Acct Mgr.Please update the contact for this location in SMX and EBT to Olivia Connors Ph. 603-339-6191 OConnors@convenientmd.com


09/19/2025 LHill-sent email to Olivia Connors-Can you answer a few questions for me so we can get this over to the scheduling team.


  1. Is there a particular day or time that typically works best for your facility?
  2. Would you like the technician to call ahead before arriving?
  3. Is there anything additional needed for our technician to gain access to your facility?

See logged email.


09/18/2025 LHill-rec'd email from Olivia Connors-Hello,

I heard from Jenn H that you reached out to her to schedule the annual inspection/calibration for the ConvenientMD Urgent Care- Plaistow NH. I am the best point of contact for all scheduling and account related questions/issues as I handle all annual inspections. Can we please get this clinic scheduled for their annual inspection/calibration? Also do you have a monthly break down of what clinics are due for each month?

 

Thank you!

 

Olivia Connors

Facilities Coordinator

ConvenientMD Urgent Care / APC

📞 Mobile: (603)-339-6191


09/18/2025 LHill-LM at (603) 660-8337 for Jennifer Halvatzes to confirm contact & equipment. 


09/18/2025 LHill-LM at (603) 660-8337 for Jennifer Halvatzes to confirm contact & equipment. 

 

🔧 Work Performed
Annual Equipment Electrical Safety Test And Calibration
🔍 Technician Findings
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 46 pieces https://www.ebiotrack.com/inspection.php?iid=30173
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 46 pieces https://www.ebiotrack.com/inspection.php?iid=30173

Timeline

📞
Case Linked Sep 18, 7:00 AM
Case Number: 00528314
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Sep 18, 9:29 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
👷
2 Technician Assigned Sep 22, 3:38 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 4d 6h
📅
2 Dispatch Scheduled Sep 23, 11:10 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 19h 32m
🚨 29.0 business days
🔄
Status: Reschedule by Kourtney Smith Nov 3, 11:03 AM
From: Scheduled
To: Reschedule
Duration in Previous: 41d 0h
🗓️
2 Status: Scheduled Nov 3, 11:26 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-20T15:00:00.000+0000
🚨 12.0 business days
🆕
4 Status: Entered Nov 19, 10:10 AM
Status: Entered → Technician Assigned → Status: Scheduled → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: James Salayo
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 0m
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-20T17:00:00.000+0000
2.0 business days
🔧
Status: Tech On Site by James Salayo Nov 20, 5:10 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 1d 6h
⏱️
Labor Added Nov 20, 5:18 PM
Type: Labor
Status: Open
Qty: 2
🚗
2 Travel Added Nov 20, 7:41 PM
Travel Added → Labor Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 3
🚗
3 Status: Tech Off Site Nov 20, 9:31 PM
Status: Tech Off Site → Labor Added → Travel Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 1.25
🚗
Travel Added
Type: Travel
Status: Open
Qty: 49
🔄
Status: Reschedule by Shawn Rogers Nov 21, 8:02 AM
From: Tech Off Site
To: Reschedule
Duration in Previous: 10h 31m
1.0 business days
🗓️
2 Status: Scheduled Nov 23, 4:00 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-12-01T15:00:00.000+0000
🆕
3 Status: Entered Nov 24, 12:03 PM
Status: Entered → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: a0h5A00000HKNg2QAH, David Cavaco
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-12-01T15:00:00.000+0000
📅
Dispatch Scheduled by Kourtney Smith Nov 24, 12:43 PM
Scheduled For: 2025-12-01T16:30:00.000+0000
4.0 business days
⏱️
2 2x Labor Added Dec 1, 3:19 PM
2x Labor Added → Status: Completed
✔️
Status: Completed by DAVID CAVACO
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 7d 3h, 0m
3.0 business days
📄
Status: Ready to Bill by Diane Patton Dec 3, 10:05 AM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 1d 18h, 0m
4.0 business days
🧾
Invoice Created Dec 8, 8:23 AM
Invoice Number: SM-248034

Bottlenecks

Ready for Scheduling
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Assigned
Duration: 1.5 business days (threshold: 4.0 business hours)
Exceeded by 1.0 business days
Scheduled
Duration: 29.0 business days (threshold: 2.0 business days)
Exceeded by 27.0 business days
Scheduled
Duration: 11.9 business days (threshold: 2.0 business days)
Exceeded by 9.9 business days
Scheduled
Duration: 3.9 business days (threshold: 2.0 business days)
Exceeded by 1.9 business days
Closed
Duration: 2.5 business days (threshold: 1.0 business days)
Exceeded by 1.5 business days

🔗 Related Artifacts

📞
Case 00528314
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
David Cavaco
Scheduled
Dec 1, 11:30 AM
Created
Sep 18, 9:29 AM
Invoice #
SM-248034

Work Details (7)

Name Type Status Qty Amount Date
WL-03015257 Labor Open 2 $0.00 Nov 20, 5:18 PM
WL-03015469 Travel Open 37 - Nov 20, 7:41 PM
WL-03015470 Labor Open 3 $0.00 Nov 20, 7:43 PM
WL-03015658 Labor Open 1.25 $0.00 Nov 20, 9:35 PM
WL-03015659 Travel Open 49 - Nov 20, 9:36 PM
WL-03022613 Labor Open 1 $0.00 Dec 1, 3:19 PM
WL-03022614 Labor Open 3.5 $1,295.00 Dec 1, 3:19 PM

Details