Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01306171 ↗ ServiceMax

HCA Urgent Care • Misc. Inspection • P5

📍 CareNow - Leander – COID 22296 — 144 South Brook Drive Suite 180, Leander TX, 78641

Sep 25, 2025 → Sep 29, 2025

✅ Completed
P5
SLA Clock
5 business days from creation · Target: Oct 2, 2025
✓ SLA Met (3 biz days early)
Active: 2 biz days
Budget: 5 biz days
🕐 Clock stopped: Completed (Sep 29, 2025)
SLA Target
▶ Clock Running
Status: Created
Sep 25 → Sep 25, 2025
0 business days (counted)
Running total: 0 of 5 biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 25 → Sep 25, 2025
0 business days (counted)
Running total: 0 of 5 biz days used
▶ Clock Running
Status: Assigned
Sep 25 → Sep 25, 2025
0 business days (counted)
Running total: 0 of 5 biz days used
2d
▶ Clock Running
Status: Scheduled
Sep 25 → Sep 29, 2025
2 business days (counted)
Running total: 2 of 5 biz days used
Created: Sep 25, 2025 Completed: Sep 29, 2025
Business Days Used 2 / 5
0 5d budget
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Sep 25 → Sep 25 Created ▶ Running 0 0 / 5
Sep 25 → Sep 25 Ready for Scheduling ▶ Running 0 0 / 5
Sep 25 → Sep 25 Assigned ▶ Running 0 0 / 5
Sep 25 → Sep 29 Scheduled ▶ Running 2 2 / 5
Dispatch 0.0d
Coordinators 3.0d
Billing 0.0d
✓ SLA Met
Dispatch
0.0 days
Coordinators
3.0 days
Over SLA
Billing
0.0 days
Created: Sep 25, 2025 Due: Oct 2, 2025 Completed: Sep 29, 2025 (3 days early)
📅
3.0 days Total Age
⏱️
3.2d in Closed Longest Stage
🔄
6 transitions Status Changes
⚠️
3.2d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00530322
Closed
Inspection: New Miscellaneous Equipment Inspection New Equipment 2 pcs 1. EKG 2. Morgan Lens https://www.ebiotrack.com/inspection.php?iid=30308 Kacey Nealy 512-588-4163 kyuanna.nealy@hcahealthcare.com
Priority
High
Origin
Phone
Reason
New Case
Contact
Kacey Nealy
Owner
Jessica Sells
Created
Sep 25, 2025
Work Orders from this Case (1)
WO-01306171 (current) Invoiced
Misc. Inspection • Anthony Wirth
Created: Sep 25, 2025 • Closed: Sep 29, 2025
Completed with minor delays
Invoiced • 160 days old
🚨
Primary Delay 3.2 days stuck in "Closed"
⏱️
Total Delay 3.2 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
0.0d / 0.5d SLA
Scheduled
3.0d / 2.0d SLA
Closed
3.2d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/25 KKelch called Kacey to schedule for 9/29 between 11:30 and 12:30 pm. Customer confirmed. 

🔧 Work Performed
Inspection: New Miscellaneous Equipment Inspection
🔍 Technician Findings
Found 5 items that needed to be added
⚠️ Problem Description
Inspection: New Miscellaneous Equipment Inspection New Equipment 2 pcs 1. EKG 2. Morgan Lens https://www.ebiotrack.com/inspection.php?iid=30308 Kacey Nealy 512-588-4163 kyuanna.nealy@hcahealthcare.com

Timeline

📞
Case Linked Sep 25, 10:03 AM
Case Number: 00530322
Subject:
Status: Closed
📋
▶
2 Work Order Created Sep 25, 11:46 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
👷
▶
4 Technician Assigned Sep 25, 12:00 PM
Technician Assigned → Status: Assigned → Status: Scheduled → Dispatch Scheduled
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 13m
🗓️
Status: Scheduled by Kaitlyn Kelch
From: Assigned
To: Scheduled
Duration in Previous: 1m
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2025-09-29T16:30:00.000+0000
⏳ 3.0 business days
⏱️
5x Labor Added Sep 29, 6:19 PM
Type: Labor, Travel
Status: Open
Qty: 0.5, 3.0833333333333, 147, 23
✔️
Status: Completed by Anthony Wirth Sep 29, 6:24 PM
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 4d 6h, 0m
⏳ 3.7 business days
📄
▶
2 Status: Ready to Bill Oct 2, 5:14 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
⏳ 1.8 business days
🧾
Invoice Created Oct 5, 8:21 PM
Invoice Number: SM-242676

Bottlenecks

Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 8.0 business hours
Closed
Duration: 3.2 business days (threshold: 1.0 business days)
Exceeded by 2.2 business days

🔗 Related Artifacts

📞
Case 00530322
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P5
Type
Misc. Inspection
Branch
Edge
Technician
Anthony Wirth
Scheduled
Sep 29, 12:30 PM
Created
Sep 25, 11:46 AM
Invoice #
SM-242676

Work Details (5)

Name Type Status Qty Amount Date
WL-02953515 Labor Open 0.5 $298.00 Sep 29, 6:19 PM
WL-02953516 Labor Open 0.5 $74.50 Sep 29, 6:19 PM
WL-02953517 Labor Open 3.0833333333333 $0.00 Sep 29, 6:19 PM
WL-02953518 Travel Open 147 - Sep 29, 6:19 PM
WL-02953519 Travel Open 23 - Sep 29, 6:19 PM

Details