Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01316123 ↗ ServiceMax

Coastal Family Health Center • Misc. Inspection • P5

📍 Coastal Family Health Center - Vancleave Clinic for Adult, Pediatrics, Primary c — 10828 Hwy 57 North, Vancleave MS, 39565

Nov 18, 2025 → Nov 21, 2025

✅ Completed
P5
SLA Clock
5 business days from creation · Target: Nov 25, 2025
✓ SLA Met (2 biz days early)
Active: 3 biz days
Budget: 5 biz days
🕐 Clock stopped: Tech Off Site (Nov 21, 2025)
SLA Target
▶ Clock Running
Status: Created
Nov 18 → Nov 18, 2025
0 business days (counted)
Running total: 0 of 5 biz days used
1d
▶ Clock Running
Status: Ready for Scheduling
Nov 18 → Nov 19, 2025
1 business day (counted)
Running total: 1 of 5 biz days used
▶ Clock Running
Status: Assigned
Nov 19 → Nov 19, 2025
0 business days (counted)
Running total: 1 of 5 biz days used
2d
▶ Clock Running
Status: Scheduled
Nov 19 → Nov 21, 2025
2 business days (counted)
Running total: 3 of 5 biz days used
▶ Clock Running
Status: Tech On Site
Nov 21 → Nov 21, 2025
0 business days (counted)
Running total: 3 of 5 biz days used
Created: Nov 18, 2025 Tech Off Site: Nov 21, 2025
Business Days Used 3 / 5
0 5d budget
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Nov 18 → Nov 18 Created ▶ Running 0 0 / 5
Nov 18 → Nov 19 Ready for Scheduling ▶ Running 1 1 / 5
Nov 19 → Nov 19 Assigned ▶ Running 0 1 / 5
Nov 19 → Nov 21 Scheduled ▶ Running 2 3 / 5
Nov 21 → Nov 21 Tech On Site ▶ Running 0 3 / 5
Dispatch 0.0d
Coordinators 3.7d
Field Work 0.4d
Billing 0.0d
✓ SLA Met
Dispatch
0.0 days
Coordinators
3.7 days
Over SLA
Field Work
0.4 days
Billing
0.0 days
Created: Nov 18, 2025 Due: Nov 25, 2025 Completed: Nov 22, 2025 (3 days early)
📅
3.3 days Total Age
⏱️
2.3d in Scheduled Longest Stage
🔄
8 transitions Status Changes
⚠️
1.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 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 #00544760
eBiotrack - New Inspection Created
Closed
New Miscellaneous Equipment Inspection New Blood Rocker needs inspected https://www.ebiotrack.com/inspection.php?iid=31278
Priority
Standard
Origin
Email
Reason
New Case
Contact
Dena Trusler
Owner
Scott Berry
Created
Nov 18, 2025
Work Orders from this Case (1)
WO-01316123 (current) Invoiced
Misc. Inspection • Jason Cunningham
Created: Nov 18, 2025 • Closed: Nov 21, 2025
Completed with minor delays
Invoiced • 106 days old
🚨
Primary Delay 2.3 days stuck in "Scheduled"
⏱️
Total Delay 1.6 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
1.3d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
2.3d / 2.0d SLA
Tech On Site
0.0d / 1.0d SLA
Tech Off Site
0.3d / 2.0d SLA
Closed
2.0d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/19/25 AJinerson - Received email back from POC Dena:

POCs onsite: Dena Trusler OR Yleana Acevado

Yleana will be upfront from 12pm-1pm during their staff lunch time.


11/19/25 AJinerson - Received email back from POC Dena confirming tech visit on Friday, 11/21 with eta between 12pm-1pm.


11/19/25 AJinerson - Sent email to POC Dena offering tech visit on Fri. 11/21 with eta between 12pm-1pm.

11/19/25 AJinerson - Called POC 

Dena to schedule tech visit. Dena was not in office. Staff took my contact info to have her call us back. 

🔧 Work Performed
11/21 Jason - Misc. Inspection Complete - Performed inspection on the tube rocker, as required. Device passed inspection and was placed back into service.
🔍 Technician Findings
Located the device that needed to be added to the system.
⚠️ Problem Description
New Miscellaneous Equipment Inspection New Blood Rocker needs inspected https://www.ebiotrack.com/inspection.php?iid=31278

Timeline

📞
Case Linked Nov 18, 11:43 AM
Case Number: 00544760
Subject: eBiotrack - New Inspection Created
Status: Closed
📋
2 Work Order Created Nov 18, 4:38 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Scott Berry
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Status: Assigned Nov 19, 4:03 PM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Abby Jinerson
Technician: Jason Cunningham
🗓️
2 Status: Scheduled Nov 19, 4:25 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2025-11-21T18:00:00.000+0000
📅
Dispatch Scheduled by Abby Jinerson Nov 20, 8:46 AM
Scheduled For: 2025-11-21T18:30:00.000+0000
2.0 business days
🔧
Status: Tech On Site by Jason Cunningham Nov 21, 3:59 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 1d 23h
🚗
Status: Tech Off Site by Jason Cunningham Nov 21, 4:15 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 16m
⏱️
2 3x Labor Added Nov 21, 9:10 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Jason Cunningham
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 4h 55m, 0m
2.4 business days
📄
2 Status: Ready to Bill Nov 25, 11:41 AM
Status: Ready to Bill → Status: Invoice Pending
📨
Status: Invoice Pending by Diane Patton
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 2m, 0m
🚨 15.0 business days
🧾
Invoice Created Dec 17, 5:36 PM
Invoice Number: 247512

Bottlenecks

Ready for Scheduling
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.3 business hours
Scheduled
Duration: 2.3 business days (threshold: 2.0 business days)
Exceeded by 2.6 business hours
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00544760
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P5
Type
Misc. Inspection
Branch
Edge
Technician
Jason Cunningham
Scheduled
Nov 21, 1:30 PM
Created
Nov 18, 4:38 PM
Invoice #
247512

Work Details (3)

Name Type Status Qty Amount Date
WL-03017288 Labor Open 1 $149.00 Nov 21, 9:10 PM
WL-03017289 Labor Open 0.25 $37.25 Nov 21, 9:10 PM
WL-03017290 Travel Open 56 - Nov 21, 9:10 PM

Details