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WO-01306439 ↗ ServiceMax

Conviva Care Solutions (Humana) • Misc. Inspection • P5

📍 Conviva Palm River 6155 — 7901 Palm River Rd, Tampa FL, 33619

Sep 26, 2025 → Oct 1, 2025

✅ Completed
P5
SLA Clock
5 business days from creation · Target: Oct 3, 2025
✓ SLA Met (2 biz days early)
Active: 3 biz days
Budget: 5 biz days
🕐 Clock stopped: Completed (Oct 1, 2025)
SLA Target
▶ Clock Running
Status: Created
Sep 26 → Sep 26, 2025
0 business days (counted)
Running total: 0 of 5 biz days used
1d
▶ Clock Running
Status: Ready for Scheduling
Sep 26 → Sep 29, 2025
1 business day (counted)
Running total: 1 of 5 biz days used
▶ Clock Running
Status: Assigned
Sep 29 → Sep 29, 2025
0 business days (counted)
Running total: 1 of 5 biz days used
2d
▶ Clock Running
Status: Scheduled
Sep 29 → Oct 1, 2025
2 business days (counted)
Running total: 3 of 5 biz days used
▶ Clock Running
Status: Tech On Site
Oct 1 → Oct 1, 2025
0 business days (counted)
Running total: 3 of 5 biz days used
Created: Sep 26, 2025 Completed: Oct 1, 2025
Business Days Used 3 / 5
0 5d budget
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 26 → Sep 26 Created ▶ Running 0 0 / 5
Sep 26 → Sep 29 Ready for Scheduling ▶ Running 1 1 / 5
Sep 29 → Sep 29 Assigned ▶ Running 0 1 / 5
Sep 29 → Oct 1 Scheduled ▶ Running 2 3 / 5
Oct 1 → Oct 1 Tech On Site ▶ Running 0 3 / 5
Dispatch 0.0d
Coordinators 5.0d
Field Work 0.5d
✓ SLA Met
Dispatch
0.0 days
Coordinators
5.0 days
Over SLA
Field Work
0.5 days
Created: Sep 26, 2025 Due: Oct 3, 2025 Completed: Oct 1, 2025 (2 days early)
📅
4.0 days Total Age
⏱️
3.0d in Scheduled Longest Stage
🔄
7 transitions Status Changes
⚠️
3.7d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00530660
Closed
New Miscellaneous Equipment Inspection EKG https://www.ebiotrack.com/inspection.php?iid=30316
Priority
High
Origin
Phone
Reason
New Case
Contact
Emily Moreno
Owner
Sherry Reich
Created
Sep 26, 2025
Work Orders from this Case (1)
WO-01306439 (current) Invoiced
Misc. Inspection • Anthony Wright
Created: Sep 26, 2025 • Closed: Oct 1, 2025
Completed with minor delays
Invoiced • 159 days old
🚨
Primary Delay 3.0 days stuck in "Scheduled"
⏱️
Total Delay 3.7 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
2.0d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
3.0d / 2.0d SLA
Tech On Site
0.5d / 1.0d SLA
Tech Off Site
0.0d / 2.0d SLA
Closed
2.7d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/29/25 AJinerson - Called POC Emily and confirmed tech visit for Wednesday, 10/1 with eta between 10AM-12PM. 

Emily will be POC this day 

Best number: (813) 205-7039

No special arrival instructions/requirements for tech visit. 


🔧 Work Performed
10/1/25 AMW - Located EKG and performed incoming inspection. Added asset to inventory. Equipment passed inspection. Notified POC of inspection findings and completion.
🔍 Technician Findings
10/1/25 AMW - Locate EKG and perform incoming inspection. Notify POC of inspection findings and completion.
⚠️ Problem Description
New Miscellaneous Equipment Inspection EKG This customer is VT/Full-Service. All parts orders and warranty inquires need to be handled by EMSAR. https://www.ebiotrack.com/inspection.php?iid=30316

Timeline

📞
Case Linked Sep 26, 10:59 AM
Case Number: 00530660
Subject:
Status: Closed
📋
▶
2 Work Order Created Sep 26, 11:22 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
⏳ 2.0 business days
👷
▶
2 Technician Assigned Sep 29, 10:02 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Abby Jinerson
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2d 22h
🗓️
▶
2 Status: Scheduled Sep 29, 10:09 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Ben Saur
Scheduled For: 2025-10-01T14:00:00.000+0000, 2025-10-01T12:00:00.000+0000
⏳ 3.0 business days
🔧
Status: Tech On Site by Anthony Wright Oct 1, 10:17 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 2d 0h
⏱️
▶
2 2x Labor Added Oct 1, 10:26 AM
2x Labor Added → 2x Labor Added
⏱️
2x Labor Added
Type: Labor
Status: Open
Qty: 0.25, 0.5
✔️
▶
3 Status: Completed Oct 1, 2:10 PM
Status: Completed → 2x Labor Added → Status: Closed
⏱️
2x Labor Added
Type: Labor, Travel
Status: Open
Qty: 3.25, 131
🏁
Status: Closed by Anthony Wright
From: Tech Off Site
To: Closed
Duration in Previous: 1m
⏳ 3.0 business days
📄
Status: Ready to Bill by Diane Patton Oct 3, 4:23 PM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 2d 2h, 0m
⏳ 2.0 business days
🧾
Invoice Created Oct 6, 2:15 PM
Invoice Number: SM-242919

Bottlenecks

Ready for Scheduling
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days
Closed
Duration: 2.7 business days (threshold: 1.0 business days)
Exceeded by 1.7 business days

🔗 Related Artifacts

📞
Case 00530660
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P5
Type
Misc. Inspection
Branch
Edge
Technician
Anthony Wright
Scheduled
Oct 1, 10:00 AM
Created
Sep 26, 11:22 AM
Invoice #
SM-242919

Work Details (6)

Name Type Status Qty Amount Date
WL-02955913 Labor Open 2.75 $327.25 Oct 1, 10:26 AM
WL-02955914 Travel Open 125 - Oct 1, 10:26 AM
WL-02955919 Labor Open 0.25 $0.00 Oct 1, 10:30 AM
WL-02955920 Labor Open 0.5 $59.50 Oct 1, 10:30 AM
WL-02956216 Labor Open 3.25 $0.00 Oct 1, 2:11 PM
WL-02956217 Travel Open 131 - Oct 1, 2:11 PM

Details