Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01305979 ↗ ServiceMax

Coastal Family Health Center • Inspection • PSM

📍 Coastal Family Health - Bay High School — 750 Blue Meadow Rd., Bay St. Louis MS, 39520

Sep 24, 2025 → Nov 14, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (30 biz days late)
Active: 35 biz days
🕐 Clock stopped: Tech Off Site (Nov 14, 2025)
▶ Clock Running
Status: Created
Sep 24 → Sep 24, 2025
0 business days (counted)
Running total: 0 of ? biz days used
5d
▶ Clock Running
Status: Ready for Scheduling
Sep 24 → Oct 1, 2025
5 business days (counted)
Running total: 5 of ? biz days used
29d
▶ Clock Running
Status: Assigned
Oct 1 → Nov 13, 2025
29 business days (counted)
Running total: 34 of ? biz days used
▶ Clock Running
Status: Scheduled
Nov 13 → Nov 14, 2025
1 business day (counted)
Running total: 35 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 14 → Nov 14, 2025
0 business days (counted)
Running total: 35 of ? biz days used
Created: Sep 24, 2025 Tech Off Site: Nov 14, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 24 → Sep 24 Created ▶ Running 0 0
Sep 24 → Oct 1 Ready for Scheduling ▶ Running 5 5
Oct 1 → Nov 13 Assigned ▶ Running 29 34
Nov 13 → Nov 14 Scheduled ▶ Running 1 35
Nov 14 → Nov 14 Tech On Site ▶ Running 0 35
Dispatch 0.0d
Coordinators 37.9d
Field Work 0.5d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
37.9 days
Over SLA
Field Work
0.5 days
Billing
0.0 days
Created: Sep 24, 2025 Due: Nov 26, 2025 Completed: Nov 14, 2025 (12 days early)
📅
36.0 days Total Age
⏱️
29.9d in Assigned Longest Stage
🔄
8 transitions Status Changes
⚠️
35.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00529903
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 14 pcs https://www.ebiotrack.com/inspection.php?iid=30286
Priority
Standard
Origin
Email
Reason
New Case
Contact
Jeff Bosarge
Owner
Jessica Sells
Created
Sep 24, 2025
Work Orders from this Case (1)
WO-01305979 (current) Invoiced
Inspection • Jason Cunningham
Created: Sep 24, 2025 • Closed: Nov 14, 2025
Completed with significant delays
Invoiced • 161 days old
🚨
Primary Delay 29.9 days stuck in "Assigned"
⏱️
Total Delay 35.8 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
6.0d / 1.0d SLA
Assigned
29.9d / 0.5d SLA
Scheduled
2.0d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Tech Off Site
0.4d / 2.0d SLA
Closed
2.4d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

CONFIRMED

11/13/25 AJinerson - Called site at 228-386-1145 per notes below. Spoke with Ashley and was transferred to Laura Maurice. 

Laura was out of office today, but Ashley said she can confirm scheduling since she will be onsite to assist tech. Confirmed w/ Ashley to schedule for tomorrow, 11/14 with ETA between 11:00 a.m. - 1:00 p.m.

Onsite contact will be: Ashley at 228-386-1145. 

Arrival instructions: They are on the side of the school. Have tech call 228-386-1145 before tech gets out of the vehicle and they will direct him where to go. 


11/11/25 AJinerson - Email logged on WO-01308256. Sent email to Rodney needing to schedule remaining inspections for Coastal Family Health sites below.

Wiggins Clinic - 1407 Central Ave East Wiggins, MS 39577 - (WO-01308256)

Coastal Family Health - Bay High School - 750 Blue Meadow Rd. Bay St. Louis, MS 39520 (WO-01305979)


Offering below dates:

Friday, 11/14 – with estimated arrival between 10:00 a.m. – 12:00 p.m.

Monday, 11/17 – with estimated arrival between 10:00 a.m. – 12:00 p.m.

Wednesday, 11/19 – with estimated arrival between 10:00 a.m. -12:00 p.m. 


11/11/25 AJinerson - FSE received call from POC Rodney asking to have email sent to him with remaining inspection sites for MS.


10/01/2025 LHill-

Scheduling ahead needed: Yes 

Certain day or time: M-F

Confirmed contact information is correct: Yes 

Anything additional needed for tech to gain access to the facility:  Call 228-386-1145 at arrival so you can have access to the clinic.


09/30/2025 LHill-rec'd email from Laura Maurcie-Monday or Friday works best for the staff at Bay High School. It is best to call at arrival so you can have access to the clinic, the number to call is 228-386-1145. If neither of these days work for you let us know and we can perhaps arrange another day.


9/25/2025 LHill-sent email to Rodney Gresham-

Thank you for responding. Can you answer a few questions for me and then I will send over to our scheduling team for someone to reach out and schedule this visit.


  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?
  4. What is a good number to reach you at?



09/25/2025 LHill-rec'd email from Rodney Gresham-We have no Jeff Bosarge that works here. You will need to coordinate with me and I will Coordinate to the PM. Laura Maurice will this date work for the PMs.


09/25/2025 LHill-sent email to Rodney Gresham at rgresham@coastalfamilyhealth.org to confirm contact & equipment.


09/25/2025 LHill-found Rodney Gresham info in EBT rgresham@coastalfamilyhealth.org


09/25/2025 LHill-rec'd email from Jeff Bosarge-Wrong contact. I do not work for Coastal.


09/25/2025 LHill-sent email to Jeff Bosarge at jbosarge@bwsd.org to confirm contact & equipment.


09/25/2025 LHill-LM at 228-467-6611 for Jeff Bosarge to confirm contact & equipment.

🔧 Work Performed
11/14 Jason - Inspection Complete - Performed inspection on 14 devices. All devices passed inspection. Placed all devices back into service.
🔍 Technician Findings
Located all devices that needed to be inspected. Archived the devices that couldn't be located.
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 14 pcs https://www.ebiotrack.com/inspection.php?iid=30286

Timeline

📞
Case Linked Sep 24, 7:00 AM
Case Number: 00529903
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Sep 24, 11:01 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Jessica Sells
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⚠️ 6.0 business days
👷
2 Technician Assigned Oct 1, 1:10 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Abby Jinerson
From: Ready for Scheduling
To: Assigned
Duration in Previous: 7d 2h
🚨 30.0 business days
🗓️
2 Status: Scheduled Nov 13, 9:15 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Ben Saur
Scheduled For: 2025-11-14T17:00:00.000+0000, 2025-11-14T14:00:00.000+0000
2.0 business days
🔧
Status: Tech On Site by Jason Cunningham Nov 14, 11:16 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 1d 2h
🚗
Status: Tech Off Site by Jason Cunningham Nov 14, 12:13 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 57m
⏱️
2 5x Labor Added Nov 14, 3:38 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Jason Cunningham
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 3h 25m, 0m
3.0 business days
📄
2 Status: Ready to Bill Nov 18, 2:23 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
2.0 business days
🧾
Invoice Created Nov 19, 9:13 PM
Invoice Number: SM-246881

Bottlenecks

Ready for Scheduling
Duration: 6.0 business days (threshold: 1.0 business days)
Exceeded by 5.0 business days
Assigned
Duration: 29.9 business days (threshold: 4.0 business hours)
Exceeded by 29.4 business days
Closed
Duration: 2.4 business days (threshold: 1.0 business days)
Exceeded by 1.4 business days

🔗 Related Artifacts

📞
Case 00529903
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Jason Cunningham
Scheduled
Nov 14, 12:00 PM
Created
Sep 24, 11:01 AM
Invoice #
SM-246881

Work Details (5)

Name Type Status Qty Amount Date
WL-03007893 Labor Open 2.25 $0.00 Nov 14, 3:38 PM
WL-03007894 Labor Open 1 $1,195.00 Nov 14, 3:38 PM
WL-03007895 Labor Open 2.5 $0.00 Nov 14, 3:38 PM
WL-03007896 Travel Open 113 - Nov 14, 3:38 PM
WL-03007897 Travel Open 113 - Nov 14, 3:38 PM

Details