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← WO Overview

WO-01317216 ↗ ServiceMax

CenterWell (Humana) • Inspection • PSM

📍 CenterWell - LA - Slidell — 1300 Gause Blvd, Slidell LA, 70458

Nov 25, 2025 → Feb 6, 2026

✅ Completed
PSM
SLA Clock
Last business day of November 2025 · Target: Nov 28, 2025
✗ SLA Missed (46 biz days late)
Active: 48 biz days
🕐 Clock stopped: Tech Off Site (Feb 6, 2026)
▶ Clock Running
Status: Created
Nov 25 → Nov 25, 2025
0 business days (counted)
Running total: 0 of ? biz days used
12d
▶ Clock Running
Status: Ready for Scheduling
Nov 25 → Dec 15, 2025
12 business days (counted)
Running total: 12 of ? biz days used
23d
▶ Clock Running
Status: On Hold
Dec 15 → Jan 20, 2026
23 business days (counted)
Running total: 35 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 20 → Jan 20, 2026
0 business days (counted)
Running total: 35 of ? biz days used
7d
▶ Clock Running
Status: Assigned
Jan 20 → Jan 29, 2026
7 business days (counted)
Running total: 42 of ? biz days used
▶ Clock Running
Status: Entered
Jan 29 → Jan 29, 2026
0 business days (counted)
Running total: 42 of ? biz days used
▶ Clock Running
Status: On Hold
Jan 29 → Feb 2, 2026
2 business days (counted)
Running total: 44 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 2 → Feb 2, 2026
0 business days (counted)
Running total: 44 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 2 → Feb 2, 2026
0 business days (counted)
Running total: 44 of ? biz days used
▶ Clock Running
Status: Scheduled
Feb 2 → Feb 6, 2026
4 business days (counted)
Running total: 48 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 6 → Feb 6, 2026
0 business days (counted)
Running total: 48 of ? biz days used
Created: Nov 25, 2025 Tech Off Site: Feb 6, 2026
Show SLA Clock Detail (11 periods)
Period Status Clock Biz Days Running Total
Nov 25 → Nov 25 Created ▶ Running 0 0
Nov 25 → Dec 15 Ready for Scheduling ▶ Running 12 12
Dec 15 → Jan 20 On Hold ▶ Running 23 35
Jan 20 → Jan 20 Ready for Scheduling ▶ Running 0 35
Jan 20 → Jan 29 Assigned ▶ Running 7 42
Jan 29 → Jan 29 Entered ▶ Running 0 42
Jan 29 → Feb 2 On Hold ▶ Running 2 44
Feb 2 → Feb 2 Ready for Scheduling ▶ Running 0 44
Feb 2 → Feb 2 Assigned ▶ Running 0 44
Feb 2 → Feb 6 Scheduled ▶ Running 4 48
Feb 6 → Feb 6 Tech On Site ▶ Running 0 48
Dispatch 0.0d
Holding 26.2d (excluded)
Coordinators 24.5d
Field Work 0.9d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
26.2 days
Coordinators
24.5 days
Over SLA
Field Work
0.9 days
Billing
0.0 days
Created: Nov 25, 2025 Due: Jan 30, 2026 Completed: Feb 7, 2026 (7 days late)
📅
48.5 days Total Age
⏱️
23.3d in On Hold Longest Stage
🔄
11 transitions Status Changes
⚠️
22.0d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00546586
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 50 pieces https://www.ebiotrack.com/inspection.php?iid=31447
Priority
Standard
Origin
Email
Reason
New Case
Contact
Rebecca Ortiz
Owner
Sherry Reich
Created
Nov 25, 2025
Work Orders from this Case (1)
WO-01317216 (current) Invoiced
Inspection • Jason Cunningham
Created: Nov 25, 2025 • Closed: Feb 6, 2026
Completed with significant delays
Invoiced • 99 days old
🚨
Primary Delay 23.3 days stuck in "On Hold"
⏱️
Total Delay 22.0 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
12.5d / 1.0d SLA
On Hold
26.2d
Assigned
7.7d / 0.5d SLA
Scheduled
4.3d / 2.0d SLA
Tech On Site
0.6d / 1.0d SLA
Tech Off Site
0.4d / 2.0d SLA
Closed
2.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

*scheduled past SLA due to WO placed on hold due to customer nonresponsive. Since then we have confirmed correct POC now as of February**


2/2/26 AJinerson - Received email back from POC Emilee confirming tech visit for Friday, 2/6 with eta between 930am-1130am.

POC onsite: Emilee Estopinal - Office: 985-288-6419 | Cell: 985-640-6249

Arrival instructions:


2/2/26 AJinerson - Sent email back to Emilee offering tech visit on Friday, 2/6 with eta between 930am-1130am arrival. Asking if this works for them as well.


2/2/26 AJinerson - Received email back from Emilee Estopinal:

Best times to schedule are 12pm and 4pm. Please no Thursdays.

Updated POC:

Emilee Estopinal

eestopinal@centerwell.com

Office: 985-288-6419 | Cell: 985-640-6249


1/29/26 AJinerson - Received email back from Liz McCloskey stating Emilee Estopinal is the correct POC for this location and added Emilee into our email.

Emilee Estopinal - eestopinal@centerwell.com


1/29/26 AJinerson - Due to all emails bouncing, and customer calls nonresponsive, clearing tech name and escalating to ASM.


1/29/26 AJinerson - Received email back of notice that email bounced.


1/29/26 AJinerson - Sent email to secondary's POCs Liz and Robin (emails below) to schedule service.

rgitz@centerwellprimarycare.com

emccloskey2@centerwellprimarycare.com


1/28/26 AJinerson - Called other POC listed on previous WO Liz McCloskey. Left VM regarding scheduling to see if able to assist. 


1/28/26 AJinerson - Called Rebecca Ortiz again to follow up. Went straight to VM and Mailbox is full and not accepting messages. 


1/20/26 AJinerson - Email to POC Rebecca Ortiz bounced.


1/20/26 AJinerson - Sent email to POC Rebecca following up to schedule offering tech visit on Friday, 1/30 with eta between 930am-1130am.


1/20/26 AJinerson - Called POC Rebecca Ortiz. Went straight to VM and said mailbox is full. Could not leave VM. 


1/20/26 AJinerson - WO was just released back into RFS on 1/20 with SLA of 1/30 after being on hold since Dec due to customer non-responsive. No updated POC.


01/20/2026 DNakoff - POC is correct, please try reaching back out as she recently completed a VT work order this month.


12/15/2025 LHill-Placing the work order on hold and escalating to the account manager for contact confirmation. Attempting contact with 3 attempts with no response. 


12/15/2025 LHill-Called 702-539-1664 for Rebecca Ortiz. mailbox was full and was unable to leave a message.


12/11/2025 LHill-Called 702-539-1664 for Rebecca Ortiz. mailbox was full and was unable to leave a message.


12/10/2025 LHill-tried to send an email to Rebecca Ortiz at

rortiz17@centerwell.com but the email bounced.


12/10/2025 LHill-Called 702-539-1664 for Rebecca Ortiz. mailbox was full and was unable to leave a message.

🔧 Work Performed
2/6 Jason - Inspection Complete - Performed inspection on 73 devices. Had 1 device fail inspection and was removed from service. All other devices passed inspection and were placed back into service.
🔍 Technician Findings
Located all devices that needed to be inspected. Archived the devices that couldn't be located.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 50 pieces https://www.ebiotrack.com/inspection.php?iid=31447

Timeline

📞
Case Linked Nov 25, 6:00 AM
Case Number: 00546586
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Nov 25, 2:54 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
🚨 13.0 business days
⏸️
Status: On Hold by Laura Hill Dec 15, 4:58 PM
From: Ready for Scheduling
To: On Hold
Duration in Previous: 20d 2h
🚨 23.9 business days
📅
Status: Ready for Scheduling by Dylan Nakoff Jan 20, 1:26 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 35d 20h
👷
2 Status: Assigned Jan 20, 1:32 PM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Abby Jinerson
Technician: Jason Cunningham
⚠️ 8.0 business days
🆕
Status: Entered by Abby Jinerson Jan 29, 11:26 AM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 8d 21h, 0m
3.0 business days
📅
3 Status: Ready for Scheduling Feb 2, 4:35 PM
Status: Ready for Scheduling → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Abby Jinerson
Technician: a0h5A00000HDTD8QAP, Jason Cunningham
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2026-02-06T14:30:00.000+0000
4.9 business days
🔧
Status: Tech On Site by Jason Cunningham Feb 6, 11:44 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 3d 19h
🚗
Status: Tech Off Site by Jason Cunningham Feb 6, 4:10 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 4h 25m
⏱️
2 5x Labor Added Feb 6, 7:25 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Jason Cunningham
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 3h 15m, 0m
2.6 business days
📄
2 Status: Ready to Bill Feb 10, 1:54 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
⚠️ 8.0 business days
🧾
Invoice Created Feb 22, 10:26 PM
Invoice Number: SM-253500

Bottlenecks

Ready for Scheduling
Duration: 12.5 business days (threshold: 1.0 business days)
Exceeded by 11.5 business days
Assigned
Duration: 7.7 business days (threshold: 4.0 business hours)
Exceeded by 7.2 business days
Scheduled
Duration: 4.3 business days (threshold: 2.0 business days)
Exceeded by 2.3 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00546586
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Jason Cunningham
Scheduled
Feb 6, 9:30 AM
Created
Nov 25, 2:54 PM
Invoice #
SM-253500

Work Details (5)

Name Type Status Qty Amount Date
WL-03096099 Labor Open 2.25 $0.00 Feb 6, 7:25 PM
WL-03096100 Labor Open 4.5 $1,292.00 Feb 6, 7:25 PM
WL-03096101 Labor Open 2.5 $0.00 Feb 6, 7:25 PM
WL-03096102 Travel Open 89 - Feb 6, 7:25 PM
WL-03096103 Travel Open 89 - Feb 6, 7:25 PM

Details