Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01338007 ↗ ServiceMax

ProgressiveHealth Occ Health, LLC (Healthcare) • Inspection • PSM

📍 ProgressiveHealth HCP - Canton, MS — 300 Nissan Dr, Canton MS, 39046

Jan 15, 2026 → Feb 17, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (10 biz days late)
Active: 21 biz days
🕐 Clock stopped: Tech Off Site (Feb 17, 2026)
▶ Clock Running
Status: Created
Jan 15 → Jan 15, 2026
0 business days (counted)
Running total: 0 of ? biz days used
4d
▶ Clock Running
Status: Ready for Scheduling
Jan 15 → Jan 22, 2026
4 business days (counted)
Running total: 4 of ? biz days used
▶ Clock Running
Status: Entered
Jan 22 → Jan 22, 2026
0 business days (counted)
Running total: 4 of ? biz days used
▶ Clock Running
Status: Canceled
Jan 22 → Jan 22, 2026
0 business days (counted)
Running total: 4 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 22 → Jan 23, 2026
1 business day (counted)
Running total: 5 of ? biz days used
9d
▶ Clock Running
Status: Assigned
Jan 23 → Feb 5, 2026
9 business days (counted)
Running total: 14 of ? biz days used
7d
▶ Clock Running
Status: Scheduled
Feb 5 → Feb 17, 2026
7 business days (counted)
Running total: 21 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 17 → Feb 17, 2026
0 business days (counted)
Running total: 21 of ? biz days used
Created: Jan 15, 2026 Tech Off Site: Feb 17, 2026
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Jan 15 → Jan 15 Created ▶ Running 0 0
Jan 15 → Jan 22 Ready for Scheduling ▶ Running 4 4
Jan 22 → Jan 22 Entered ▶ Running 0 4
Jan 22 → Jan 22 Canceled ▶ Running 0 4
Jan 22 → Jan 23 Ready for Scheduling ▶ Running 1 5
Jan 23 → Feb 5 Assigned ▶ Running 9 14
Feb 5 → Feb 17 Scheduled ▶ Running 7 21
Feb 17 → Feb 17 Tech On Site ▶ Running 0 21
Dispatch 0.1d
Coordinators 23.9d
Field Work 1.4d
Billing 0.0d
✗ SLA Missed
Dispatch
0.1 days
Coordinators
23.9 days
Over SLA
Field Work
1.4 days
Billing
0.0 days
Created: Jan 15, 2026 Due: Feb 27, 2026 Completed: Feb 18, 2026 (9 days early)
📅
22.2 days Total Age
⏱️
10.0d in Assigned Longest Stage
🔄
12 transitions Status Changes
⚠️
19.5d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
9 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 Cunningham — scheduling delays attributed to technician, not coordinators
Visit 1 Feb 17, 2026
Visit 2 Feb 18, 2026

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00559187
eBiotrack - New Inspection Created
Closed
Initial Annual Inspection Service https://www.ebiotrack.com/inspection.php?iid=32479
Priority
Standard
Origin
Email
Reason
New Case
Contact
Margaret Lovitt
Owner
Shelby Robinson
Created
Jan 14, 2026
Work Orders from this Case (1)
WO-01338007 (current) Invoiced
Inspection • Jason Cunningham
Created: Jan 15, 2026 • Closed: Feb 17, 2026
Completed with significant delays
Invoiced • 48 days old
🚨
Primary Delay 10.0 days stuck in "Assigned"
⏱️
Total Delay 19.5 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.1d / 0.5d SLA
Ready for Scheduling
6.6d / 1.0d SLA
Canceled
0.1d
Assigned
10.0d / 0.5d SLA
Scheduled
7.3d / 2.0d SLA
Tech On Site
1.0d / 1.0d SLA
Tech Off Site
0.4d / 2.0d SLA
Closed
2.1d / 1.0d SLA
WO Correction Needed
0.0d

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2/5/26 AJinerson - Email logged on WO-01338137. Sent email back to POC Margaret asking if we should start with EMS or medical equipment first. Also asking Margaret to confirm below info:

POC on-site:

Arrival instructions:


2/5/26 AJinerson - Email logged on WO-01338137. Received email back from POC Margaret confirming tech visit for both services on Tuesday, 2/17 with arrival between 8am-10am.


2/5/26 AJinerson - Email logged on WO-01338137. Sent email to Margaret offering tech visit starting on Tues. 2/17 through Weds. 2/18 (as needed) with arrival between 8am-10am each morning.

We would have to travel tech up day before (4+ hour drive 1 way, and add in Higi PMs on the way).


2/5/26 AJinerson - Call logged on WO-01338137. Called Margaret to schedule both WOs. No answer, left VM regarding needing to schedule. 

WO-01338137

WO-01338007


2/3/26 AJinerson - Checking w/ FSE when next avail. to travel to cover these WOs as tech is an 8 hour round trip.

WO-01338137 and WO-01338007

1/22/26 NatoshaB - Schedule with WO-01338137. Customer has EMS & HCP equipment. Jason Cunningham

🔧 Work Performed
2/17 Jason - Inspection Complete - Performed inspection on 66 devices. Had 1 device fail inspection, but was not removed from service. All other devices passed inspection and were placed back into service.
🔍 Technician Findings
Located all devices that needed to be inspected and added them to the system.
⚠️ Problem Description
Initial Annual Inspection Service https://www.ebiotrack.com/inspection.php?iid=32479

Timeline

📞
Case Linked Jan 14, 5:07 PM
Case Number: 00559187
Subject: eBiotrack - New Inspection Created
Status: Closed
📋
2 Work Order Created Jan 15, 9:44 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
⚠️ 5.0 business days
🆕
Status: Entered by Natosha Beierschmitt Jan 22, 12:18 PM
From: Ready for Scheduling
To: Entered
Duration in Previous: 7d 2h
🚫
Status: Canceled by Shelby Robinson Jan 22, 1:19 PM
From: Entered
To: Canceled
Duration in Previous: 1h 0m
📅
Status: Ready for Scheduling by Natosha Beierschmitt Jan 22, 1:53 PM
From: Canceled
To: Ready for Scheduling
Duration in Previous: 33m
👷
2 Technician Assigned Jan 23, 9:57 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Abby Jinerson
From: Ready for Scheduling
To: Assigned
Duration in Previous: 20h 4m
🚨 10.0 business days
🗓️
2 Status: Scheduled Feb 5, 4:40 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2026-02-17T14:00:00.000+0000
⚠️ 7.9 business days
🔧
Status: Tech On Site by Jason Cunningham Feb 17, 9:27 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 11d 16h
🚗
Status: Tech Off Site by Jason Cunningham Feb 17, 5:14 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 7h 47m
⏱️
2 3x Labor Added Feb 17, 8:36 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Jason Cunningham
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 3h 26m, 0m
✏️
Status: WO Correction Needed by Craig Dempsey Feb 18, 5:54 PM
From: Closed
To: WO Correction Needed
Duration in Previous: 21h 13m
⏱️
2 6x Labor Added Feb 18, 6:18 PM
6x Labor Added → Status: Closed
🏁
Status: Closed by Jason Cunningham
From: WO Correction Needed
To: Closed
Duration in Previous: 23m
📄
Status: Ready to Bill by Diane Patton Feb 19, 2:11 PM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 19h 53m, 0m
2.0 business days
🧾
Invoice Created Feb 20, 6:19 PM
Invoice Number: SM-254392

Bottlenecks

Ready for Scheduling
Duration: 5.0 business days (threshold: 1.0 business days)
Exceeded by 4.0 business days
Ready for Scheduling
Duration: 1.6 business days (threshold: 1.0 business days)
Exceeded by 5.1 business hours
Assigned
Duration: 10.0 business days (threshold: 4.0 business hours)
Exceeded by 9.5 business days
Scheduled
Duration: 7.3 business days (threshold: 2.0 business days)
Exceeded by 5.3 business days
Closed
Duration: 1.1 business days (threshold: 1.0 business days)
Exceeded by 0.7 business hours

🔗 Related Artifacts

📞
Case 00559187
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Jason Cunningham
Scheduled
Feb 17, 9:00 AM
Created
Jan 15, 9:44 AM
Invoice #
SM-254392

Work Details (9)

Name Type Status Qty Amount Date
WL-03109530 Labor Open 0.75 $0.00 Feb 17, 8:36 PM
WL-03109531 Labor Open 7.75 $1,699.80 Feb 17, 8:36 PM
WL-03109532 Travel Open 4 - Feb 17, 8:36 PM
WL-03110998 Labor Open 8 $0.00 Feb 18, 6:18 PM
WL-03110999 Travel Open 353 - Feb 18, 6:18 PM
WL-03111000 Expenses Open 1 $0.00 Feb 18, 6:18 PM
WL-03111001 Expenses Open 1 $0.00 Feb 18, 6:18 PM
WL-03111002 Expenses Open 1 $0.00 Feb 18, 6:18 PM
WL-03111003 Expenses Open 1 $0.00 Feb 18, 6:18 PM

Details