Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01308256 ↗ ServiceMax

Coastal Family Health Center • Inspection • PSM

📍 Wiggins Clinic — 1407 central ave east, Wiggins MS, 39577

Oct 8, 2025 → Nov 17, 2025

✅ Completed
PSM
SLA Clock
Last business day of October 2025 · Target: Oct 31, 2025
✗ SLA Missed (9 biz days late)
Active: 26 biz days
🕐 Clock stopped: Tech Off Site (Nov 17, 2025)
▶ Clock Running
Status: Created
Oct 8 → Oct 8, 2025
0 business days (counted)
Running total: 0 of ? biz days used
22d
▶ Clock Running
Status: Ready for Scheduling
Oct 8 → Nov 11, 2025
22 business days (counted)
Running total: 22 of ? biz days used
▶ Clock Running
Status: Assigned
Nov 11 → Nov 13, 2025
2 business days (counted)
Running total: 24 of ? biz days used
2d
▶ Clock Running
Status: Scheduled
Nov 13 → Nov 17, 2025
2 business days (counted)
Running total: 26 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 17 → Nov 17, 2025
0 business days (counted)
Running total: 26 of ? biz days used
Created: Oct 8, 2025 Tech Off Site: Nov 17, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Oct 8 → Oct 8 Created ▶ Running 0 0
Oct 8 → Nov 11 Ready for Scheduling ▶ Running 22 22
Nov 11 → Nov 13 Assigned ▶ Running 2 24
Nov 13 → Nov 17 Scheduled ▶ Running 2 26
Nov 17 → Nov 17 Tech On Site ▶ Running 0 26
Dispatch 0.0d
Coordinators 27.3d
Field Work 0.7d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
27.3 days
Over SLA
Field Work
0.7 days
Billing
0.0 days
Created: Oct 8, 2025 Due: Dec 31, 2025 Completed: Nov 17, 2025 (44 days early)
📅
27.0 days Total Age
⏱️
23.0d in Ready for Scheduling Longest Stage
🔄
8 transitions Status Changes
⚠️
24.9d 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 #00533789
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 41 pieces https://www.ebiotrack.com/inspection.php?iid=30592
Priority
Standard
Origin
Email
Reason
New Case
Contact
Rodney Gresham
Owner
Sherry Reich
Created
Oct 8, 2025
Work Orders from this Case (1)
WO-01308256 (current) Invoiced
Inspection • Jason Cunningham
Created: Oct 8, 2025 • Closed: Nov 17, 2025
Completed with significant delays
Invoiced • 147 days old
🚨
Primary Delay 23.0 days stuck in "Ready for Scheduling"
⏱️
Total Delay 24.9 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
23.0d / 1.0d SLA
Assigned
2.0d / 0.5d SLA
Scheduled
2.3d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Tech Off Site
0.6d / 2.0d SLA
Closed
2.1d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

CONFIRMED

11/13/25 AJinerson - Received email back from Rodney and Shani confirming scheduling for Monday, 11/17 with eta between 10:30AM-12:30PM.

Sent email back to POC Rodney and Shani confirming and asking for onsite contact for this visit and arrival instructions.


11/13/25 AJinerson - Email to Rodney and Shani offering tech visit now on Monday, 11/17 due to repair came in that needed 11/19.


11/13/25 AJinerson - Email follow up to Rodney offering to schedule this service on the below dates. Asking which date works best for this site:

Wednesday, 11/19

Tuesday, 12/2

Wednesday, 12/3

Thursday, 12/4

Friday, 12/5 


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.


11/10/2025 LHill-rec'd email from Rodney Gresham-Yes all good to same process as all year.


11/10/2025 LHill-sent email to Rodney Gresham at rgresham@coastalfamilyhealth.org to confirm contact & equipment.


11/07/2025 LHill-sent email to Rodney Gresham at rgresham@coastalfamilyhealth.org to confirm contact & equipment.


11/06/2025 LHill-sent email to Rodney Gresham at rgresham@coastalfamilyhealth.org to confirm contact & equipment.

🔧 Work Performed
11/17 Jason - Misc. Inspection Complete - Located the 2 devices that needed to be inspected. Both devices passed inspection. Placed both devices back into service.
🔍 Technician Findings
Located the devices that needed to be inspected and added to the system.
⚠️ Problem Description
Miscellaneous Inspection for Fridge/Freezer in Pharmacy and Wheelchair Scale. 2 pieces https://www.ebiotrack.com/inspection.php?iid=31263

Timeline

📞
Case Linked Oct 8, 7:00 AM
Case Number: 00533789
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Oct 8, 9:35 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
🚨 23.0 business days
👷
2 Technician Assigned Nov 11, 10:21 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Abby Jinerson
From: Ready for Scheduling
To: Assigned
Duration in Previous: 34d 1h
2.0 business days
📅
2 Dispatch Scheduled Nov 13, 4:54 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Ben Saur
From: Assigned
To: Scheduled
Duration in Previous: 2d 6h
2.9 business days
🔧
Status: Tech On Site by Jason Cunningham Nov 17, 12:09 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 3d 19h
🚗
Status: Tech Off Site by Jason Cunningham Nov 17, 12:59 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 50m
⏱️
2 5x Labor Added Nov 17, 5:59 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Jason Cunningham
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 5h 0m
2.7 business days
📄
2 Status: Ready to Bill Nov 19, 3:32 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🚨 19.0 business days
🧾
Invoice Created Dec 17, 5:36 PM
Invoice Number: SM-247009

Bottlenecks

Ready for Scheduling
Duration: 23.0 business days (threshold: 1.0 business days)
Exceeded by 22.0 business days
Assigned
Duration: 2.0 business days (threshold: 4.0 business hours)
Exceeded by 1.5 business days
Scheduled
Duration: 2.3 business days (threshold: 2.0 business days)
Exceeded by 2.1 business hours
Closed
Duration: 2.1 business days (threshold: 1.0 business days)
Exceeded by 1.1 business days

🔗 Related Artifacts

📞
Case 00533789
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Jason Cunningham
Scheduled
Nov 17, 12:00 PM
Created
Oct 8, 9:35 AM
Invoice #
SM-247009

Work Details (5)

Name Type Status Qty Amount Date
WL-03010356 Labor Open 3 $298.00 Nov 17, 5:59 PM
WL-03010357 Labor Open 1 $149.00 Nov 17, 5:59 PM
WL-03010358 Labor Open 3 $0.00 Nov 17, 5:59 PM
WL-03010359 Travel Open 156 - Nov 17, 5:59 PM
WL-03010360 Travel Open 156 - Nov 17, 5:59 PM

Details