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WO-01316878 ↗ ServiceMax

HCA Urgent Care • Inspection • PSM

📍 CareNow - Parker – Cottonwood COID 22188 — 17805 Cottonwood Dr. Suite 101, Parker CO, 80134

Nov 24, 2025 → Jan 29, 2026

✅ Completed
PSM
SLA Clock
Last business day of November 2025 · Target: Nov 28, 2025
✗ SLA Missed (38 biz days late)
Active: 41 biz days
🕐 Clock stopped: Completed (Jan 27, 2026)
▶ Clock Running
Status: Created
Nov 24 → Nov 24, 2025
0 business days (counted)
Running total: 0 of ? biz days used
4d
▶ Clock Running
Status: Ready for Scheduling
Nov 24 → Dec 2, 2025
4 business days (counted)
Running total: 4 of ? biz days used
34d
▶ Clock Running
Status: Assigned
Dec 2 → Jan 22, 2026
34 business days (counted)
Running total: 38 of ? biz days used
▶ Clock Running
Status: Scheduled
Jan 22 → Jan 27, 2026
3 business days (counted)
Running total: 41 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jan 27 → Jan 27, 2026
0 business days (counted)
Running total: 41 of ? biz days used
Created: Nov 24, 2025 Completed: Jan 27, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Nov 24 → Nov 24 Created ▶ Running 0 0
Nov 24 → Dec 2 Ready for Scheduling ▶ Running 4 4
Dec 2 → Jan 22 Assigned ▶ Running 34 38
Jan 22 → Jan 27 Scheduled ▶ Running 3 41
Jan 27 → Jan 27 Tech On Site ▶ Running 0 41
Dispatch 0.0d
Coordinators 43.9d
Field Work 3.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
43.9 days
Over SLA
Field Work
3.0 days
Over SLA
Created: Nov 24, 2025 Due: Feb 20, 2026 Completed: Jan 29, 2026 (22 days early)
📅
43.9 days Total Age
⏱️
35.0d in Assigned Longest Stage
🔄
7 transitions Status Changes
⚠️
42.2d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
14 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
👤 Self-scheduled by Jason Morris — scheduling delays attributed to technician, not coordinators
Visit 1 Jan 27, 2026
Visit 2 Jan 29, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00546087
eBiotrack - Automated New Inspection Created
Closed
Initial Annual Inspection Service Equipment: 40 https://www.ebiotrack.com/inspection.php?iid=31367 If more than 2 hours of travel for repairs or misc inspections, please contact the customer for approval. Travel is included on annual inspections. This site requires repairs over $1500 to be approved by Vickie Johnson. Please reach out to the account manager before moving forward with any repair over this amount so that they can have it approved first. DO NOT PUT REPAIRS ON INSPECTIONS. Inspections and repairs are to be billed separately.
Priority
High
Origin
Email
Reason
New Case
Contact
Vickie Johnson
Owner
Shelby Robinson
Created
Nov 22, 2025
Work Orders from this Case (1)
WO-01316878 (current) Invoiced
Inspection • Jason Morris
Created: Nov 24, 2025 • Closed: Jan 29, 2026
Completed with significant delays
Invoiced • 100 days old
🚨
Primary Delay 35.0 days stuck in "Assigned"
⏱️
Total Delay 42.2 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
4.9d / 1.0d SLA
Assigned
35.0d / 0.5d SLA
Scheduled
4.0d / 2.0d SLA
Tech On Site
0.4d / 1.0d SLA
Completed
2.6d / 1.0d SLA
Closed
1.1d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

01-27 JMorris: Unable to close out due to travel attached.

1/22 KKelch scheduled per logged email from Vickie

1/22 KKelch sent Vickie an email for scheduling

🔧 Work Performed
Performed inspection, calibration, and testing per manufacturer standards. Nayeli Ramirez. nayeli.ramirez@nhc.healthcare.com
🔍 Technician Findings
Site in need of annual inspection.
⚠️ Problem Description
Initial Annual Inspection Service Equipment: 40 https://www.ebiotrack.com/inspection.php?iid=31367 If more than 2 hours of travel for repairs or misc inspections, please contact the customer for approval. Travel is included on annual inspections. This site requires repairs over $1500 to be approved by Vickie Johnson. Please reach out to the account manager before moving forward with any repair over this amount so that they can have it approved first. DO NOT PUT REPAIRS ON INSPECTIONS. Inspections and repairs are to be billed separately.

Timeline

📞
Case Linked Nov 22, 12:00 AM
Case Number: 00546087
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
1.0 business days
📋
2 Work Order Created Nov 24, 11:35 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⚠️ 5.0 business days
👷
2 Technician Assigned Dec 2, 9:22 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 7d 21h
🚨 35.0 business days
👷
Technician Assigned by Kaitlyn Kelch Jan 22, 9:19 AM
Technician: Jason Morris
🗓️
2 Status: Scheduled Jan 22, 10:48 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-01-27T16:00:00.000+0000
💵
3x Expenses Added Jan 22, 11:19 AM
Type: Expenses
Status: Open
Qty: 1
4.0 business days
🔧
Status: Tech On Site by Jason Morris Jan 27, 11:11 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 5d 0h
🚗
2 3x Travel Added Jan 27, 2:05 PM
3x Travel Added → Status: Completed
✔️
Status: Completed by Jason Morris
From: Tech On Site
To: Completed
Duration in Previous: 2h 53m
⏱️
2x Labor Added Jan 27, 5:39 PM
Type: Labor
Status: Open
Qty: 0.5, 3.25
2.8 business days
⏱️
6x Labor Added Jan 29, 5:41 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 7.5, 54, 1
🏁
Status: Closed by Jason Morris Jan 29, 5:53 PM
From: Completed
To: Closed
Duration in Previous: 2d 3h
📄
Status: Ready to Bill by Diane Patton Jan 30, 9:58 AM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 16h 5m, 0m
🧾
Invoice Created Jan 30, 11:06 PM
Invoice Number: SM-252650

Bottlenecks

Ready for Scheduling
Duration: 4.9 business days (threshold: 1.0 business days)
Exceeded by 3.9 business days
Assigned
Duration: 35.0 business days (threshold: 4.0 business hours)
Exceeded by 34.5 business days
Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Completed
Duration: 2.6 business days (threshold: 1.0 business days)
Exceeded by 1.6 business days
Closed
Duration: 1.1 business days (threshold: 1.0 business days)
Exceeded by 1.1 business hours

🔗 Related Artifacts

📞
Case 00546087
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Jason Morris
Scheduled
Jan 27, 11:00 AM
Created
Nov 24, 11:35 AM
Invoice #
SM-252650

Work Details (14)

Name Type Status Qty Amount Date
WL-03074877 Expenses Open 1 $0.00 Jan 22, 11:19 AM
WL-03074878 Expenses Open 1 $0.00 Jan 22, 11:19 AM
WL-03074879 Expenses Open 1 $0.00 Jan 22, 11:19 AM
WL-03080024 Travel Open 9 - Jan 27, 2:05 PM
WL-03080025 Expenses Open 1 $0.00 Jan 27, 2:05 PM
WL-03080026 Expenses Open 1 $0.00 Jan 27, 2:05 PM
WL-03080577 Labor Open 0.5 $0.00 Jan 27, 5:39 PM
WL-03080579 Labor Open 3.25 $855.00 Jan 27, 5:40 PM
WL-03083883 Labor Open 7.5 $0.00 Jan 29, 5:41 PM
WL-03083884 Travel Open 54 - Jan 29, 5:41 PM
WL-03083885 Expenses Open 1 $0.00 Jan 29, 5:41 PM
WL-03083886 Expenses Open 1 $0.00 Jan 29, 5:41 PM
WL-03083887 Expenses Open 1 $0.00 Jan 29, 5:41 PM
WL-03083888 Expenses Open 1 $0.00 Jan 29, 5:41 PM

Details