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← WO Overview

WO-01286384 ↗ ServiceMax

Atrius Health • Inspection • PSM

📍 Atrius Health - Burlington — 20 Wall St, Burlington MA, 01803

Jul 3, 2025 → Sep 19, 2025

✅ Completed
PSM
SLA Clock
Last business day of July 2025 · Target: Jul 31, 2025
✗ SLA Missed (34 biz days late)
Active: 54 biz days
🕐 Clock stopped: Completed (Sep 19, 2025)
▶ Clock Running
Status: Created
Jul 3 → Jul 3, 2025
0 business days (counted)
Running total: 0 of ? biz days used
19d
▶ Clock Running
Status: Ready for Scheduling
Jul 3 → Jul 31, 2025
19 business days (counted)
Running total: 19 of ? biz days used
8d
▶ Clock Running
Status: Assigned
Jul 31 → Aug 12, 2025
8 business days (counted)
Running total: 27 of ? biz days used
23d
▶ Clock Running
Status: Scheduled
Aug 12 → Sep 15, 2025
23 business days (counted)
Running total: 50 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 15 → Sep 15, 2025
0 business days (counted)
Running total: 50 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Sep 15 → Sep 16, 2025
1 business day (counted)
Running total: 51 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 16 → Sep 17, 2025
1 business day (counted)
Running total: 52 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Sep 17 → Sep 17, 2025
0 business days (counted)
Running total: 52 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 17 → Sep 17, 2025
0 business days (counted)
Running total: 52 of ? biz days used
▶ Clock Running
Status: Scheduled
Sep 17 → Sep 18, 2025
1 business day (counted)
Running total: 53 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 18 → Sep 18, 2025
0 business days (counted)
Running total: 53 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Sep 18 → Sep 18, 2025
0 business days (counted)
Running total: 53 of ? biz days used
▶ Clock Running
Status: Scheduled
Sep 18 → Sep 19, 2025
1 business day (counted)
Running total: 54 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 19 → Sep 19, 2025
0 business days (counted)
Running total: 54 of ? biz days used
Created: Jul 3, 2025 Completed: Sep 19, 2025
Show SLA Clock Detail (14 periods)
Period Status Clock Biz Days Running Total
Jul 3 → Jul 3 Created ▶ Running 0 0
Jul 3 → Jul 31 Ready for Scheduling ▶ Running 19 19
Jul 31 → Aug 12 Assigned ▶ Running 8 27
Aug 12 → Sep 15 Scheduled ▶ Running 23 50
Sep 15 → Sep 15 Tech On Site ▶ Running 0 50
Sep 15 → Sep 16 Tech Off Site ▶ Running 1 51
Sep 16 → Sep 17 Tech On Site ▶ Running 1 52
Sep 17 → Sep 17 Tech Off Site ▶ Running 0 52
Sep 17 → Sep 17 Tech On Site ▶ Running 0 52
Sep 17 → Sep 18 Scheduled ▶ Running 1 53
Sep 18 → Sep 18 Tech On Site ▶ Running 0 53
Sep 18 → Sep 18 Tech Off Site ▶ Running 0 53
Sep 18 → Sep 19 Scheduled ▶ Running 1 54
Sep 19 → Sep 19 Tech On Site ▶ Running 0 54
Dispatch 0.0d
Coordinators 55.4d
Field Work 6.2d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
55.4 days
Over SLA
Field Work
6.2 days
Over SLA
Billing
0.0 days
Created: Jul 3, 2025 Due: Oct 1, 2025 Completed: Sep 19, 2025 (12 days early)
📅
54.9 days Total Age
⏱️
24.0d in Scheduled Longest Stage
🔄
17 transitions Status Changes
⚠️
49.7d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
38 lines Work Details
🚩
5 visits On-Site Trips
👤
Self-Scheduled Scheduling
🚨
5 On-Site Visits
5 on-site visits — critical red flag: repeated failure to resolve
👤 Self-scheduled by Mohamed Shareed — scheduling delays attributed to technician, not coordinators
Visit 1 Sep 15, 2025
Visit 2 Sep 16, 2025
Visit 3 Sep 17, 2025
Visit 4 Sep 18, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00507630
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 892 https://www.ebiotrack.com/inspection.php?iid=28541
Priority
Standard
Origin
Email
Reason
New Case
Contact
Steve Lynch
Owner
Shelby Robinson
Created
Jul 3, 2025
Work Orders from this Case (1)
WO-01286384 (current) Invoiced
Inspection • Mohamed Shareed
Created: Jul 3, 2025 • Closed: Sep 19, 2025
Completed with significant delays
Invoiced • 244 days old
🚨
Primary Delay 24.0 days stuck in "Scheduled"
⏱️
Total Delay 49.7 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
19.9d / 1.0d SLA
Assigned
9.0d / 0.5d SLA
Scheduled
26.5d / 2.0d SLA
Tech On Site
4.1d / 1.0d SLA
Tech Off Site
2.1d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
0.6d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/6/2025 Sramen - Updated order type from calibration to inspection.

8/11 KSmith -- Sent email to schedule for 9/15-9/19 (Sending Mohamed as well)

8/6 KSmith -- Sent email to schedule for 9/15-9/19 (Sending Mohamed as well)

8/4 KSmith -- Sent email to schedule for 9/15-9/19 (Sending Mohamed as well)

7/31 KSmith -- Sent email to schedule for 9/15-9/19 (Sending Mohamed as well)

🔧 Work Performed
Completed annual inspection. All work documented in ebiotrack S.O #: 12-129-28541.
🔍 Technician Findings
Completed annual inspection. All work documented in ebiotrack S.O #: 12-129-28541.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 892 https://www.ebiotrack.com/inspection.php?iid=28541

Timeline

📞
Case Linked Jul 3, 1:00 AM
Case Number: 00507630
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Jul 3, 12:32 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
🚨 20.0 business days
👷
3 Technician Assigned Jul 31, 12:19 PM
Technician Assigned → Status: Assigned → Technician Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 27d 23h
👷
Technician Assigned by Kourtney Smith
Technician: David Cavaco
⚠️ 9.0 business days
👷
3 Technician Assigned Aug 12, 9:59 AM
Technician Assigned → Status: Scheduled → Dispatch Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 11d 21h
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-09-15T13:00:00.000+0000
💵
Expenses Added Aug 12, 10:26 AM
Type: Expenses
Status: Open
Qty: 1
🚨 24.0 business days
📅
Dispatch Scheduled by Kourtney Smith Sep 15, 8:52 AM
Scheduled For: 2025-09-18T13:00:00.000+0000
🔧
Status: Tech On Site by Mohamed Shareed Sep 15, 12:52 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 34d 2h
🚗
Status: Tech Off Site by Mohamed Shareed Sep 15, 7:38 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 6h 45m
🔩
7x Parts Added Sep 15, 7:56 PM
Type: Parts, Labor, Travel, Expenses
Status: Open
Qty: 2, 4, 4.75, 0.25, 202, 1
🔧
Status: Tech On Site by Mohamed Shareed Sep 16, 7:44 AM
From: Tech Off Site
To: Tech On Site
Duration in Previous: 12h 5m
⏱️
3x Labor Added Sep 16, 2:01 PM
Type: Labor
Status: Open
Qty: 0.5, 3.5, 2
🚗
Status: Tech Off Site by Mohamed Shareed Sep 16, 10:18 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 14h 34m
⏱️
6x Labor Added Sep 16, 10:24 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 0.25, 8.75, 1
🔧
Status: Tech On Site by Mohamed Shareed Sep 17, 7:36 AM
From: Tech Off Site
To: Tech On Site
Duration in Previous: 9h 17m
🔩
Parts Added Sep 17, 8:49 AM
Type: Parts
Status: Open
Qty: 2
🔩
Parts Added Sep 17, 10:15 AM
Type: Parts
Status: Open
Qty: 1
🔩
2 Parts Added Sep 17, 10:20 AM
Parts Added → Parts Added
🔩
Parts Added
Type: Parts
Status: Open
Qty: 1
📅
2 Dispatch Scheduled Sep 17, 4:53 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Tech On Site
To: Scheduled
Duration in Previous: 9h 17m
⏱️
2 3x Labor Added Sep 17, 10:15 PM
3x Labor Added → 6x Expenses Added
💵
6x Expenses Added
Type: Expenses, Travel, Labor
Status: Open
Qty: 1, 2, 0.25, 9.5
🔧
Status: Tech On Site by Mohamed Shareed Sep 18, 8:15 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 15h 21m
🔩
7x Parts Added Sep 18, 6:16 PM
Type: Parts, Labor, Travel, Expenses
Status: Open
Qty: 6, 0.25, 9.25, 1
🚗
Status: Tech Off Site by Mohamed Shareed Sep 18, 6:43 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 10h 27m
🗓️
Status: Scheduled by Mohamed Shareed Sep 18, 6:52 PM
From: Tech Off Site
To: Scheduled
Duration in Previous: 8m
👷
Technician Assigned by Kourtney Smith Sep 18, 7:51 PM
Technician: Mohamed Shareed
🔧
3 Status: Tech On Site Sep 19, 7:59 AM
Status: Tech On Site → Expenses Added → Status: Completed
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
✔️
Status: Completed by Mohamed Shareed
From: Tech On Site
To: Completed
Duration in Previous: 3m
🏁
Status: Closed by Mohamed Shareed Sep 19, 8:04 AM
From: Completed
To: Closed
Duration in Previous: 2m
📄
2 Status: Ready to Bill Sep 19, 12:51 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
2.0 business days
🧾
Invoice Created Sep 22, 8:51 AM
Invoice Number: SM-241610

Bottlenecks

Ready for Scheduling
Duration: 19.9 business days (threshold: 1.0 business days)
Exceeded by 18.9 business days
Assigned
Duration: 9.0 business days (threshold: 4.0 business hours)
Exceeded by 8.5 business days
Scheduled
Duration: 24.0 business days (threshold: 2.0 business days)
Exceeded by 22.0 business days
Tech On Site
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.3 business hours

🔗 Related Artifacts

📞
Case 00507630
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Mohamed Shareed
Scheduled
Sep 15, 9:00 AM
Created
Jul 3, 12:32 PM
Invoice #
SM-241610

Work Details (38)

Name Type Status Qty Amount Date
WL-02898831 Expenses Open 1 $0.00 Aug 12, 10:26 AM
WL-02936646 Parts Open 2 $116.78 Sep 15, 7:56 PM
WL-02936647 Labor Open 4 $0.00 Sep 15, 7:56 PM
WL-02936648 Labor Open 4.75 $0.00 Sep 15, 7:56 PM
WL-02936649 Labor Open 0.25 $0.00 Sep 15, 7:56 PM
WL-02936650 Travel Open 202 - Sep 15, 7:56 PM
WL-02936651 Travel Open 2 - Sep 15, 7:56 PM
WL-02936652 Expenses Open 1 $0.00 Sep 15, 7:56 PM
WL-02937333 Labor Open 0.5 $0.00 Sep 16, 2:01 PM
WL-02937334 Labor Open 3.5 $0.00 Sep 16, 2:01 PM
WL-02937335 Labor Open 2 $0.00 Sep 16, 2:01 PM
WL-02938218 Labor Open 0.25 $0.00 Sep 16, 10:24 PM
WL-02938219 Labor Open 8.75 $0.00 Sep 16, 10:24 PM
WL-02938220 Labor Open 0.25 $0.00 Sep 16, 10:24 PM
WL-02938221 Travel Open 2 - Sep 16, 10:24 PM
WL-02938222 Travel Open 2 - Sep 16, 10:24 PM
WL-02938223 Expenses Open 1 $0.00 Sep 16, 10:24 PM
WL-02938357 Parts Open 2 $137.72 Sep 17, 8:49 AM
WL-02938427 Parts Open 1 $44.28 Sep 17, 10:15 AM
WL-02938442 Parts Open 1 $89.78 Sep 17, 10:20 AM
WL-02938446 Parts Open 1 $4.32 Sep 17, 10:23 AM
WL-02939949 Labor Open 2.5 $0.00 Sep 17, 10:15 PM
WL-02939950 Labor Open 5 $0.00 Sep 17, 10:15 PM
WL-02939951 Labor Open 2 $0.00 Sep 17, 10:15 PM
WL-02939957 Expenses Open 1 $0.00 Sep 17, 10:17 PM
WL-02939956 Travel Open 2 - Sep 17, 10:17 PM
WL-02939952 Labor Open 0.25 $0.00 Sep 17, 10:17 PM
WL-02939953 Labor Open 9.5 $0.00 Sep 17, 10:17 PM
WL-02939954 Labor Open 0.25 $0.00 Sep 17, 10:17 PM
WL-02939955 Travel Open 2 - Sep 17, 10:17 PM
WL-02941392 Parts Open 6 $12.72 Sep 18, 6:16 PM
WL-02941393 Labor Open 0.25 $0.00 Sep 18, 6:16 PM
WL-02941394 Labor Open 9.25 $6,180.00 Sep 18, 6:16 PM
WL-02941395 Labor Open 0.25 $75.00 Sep 18, 6:16 PM
WL-02941396 Travel Open 2 - Sep 18, 6:16 PM
WL-02941397 Travel Open 2 - Sep 18, 6:16 PM
WL-02941398 Expenses Open 1 $0.00 Sep 18, 6:16 PM
WL-02942108 Expenses Open 1 $0.00 Sep 19, 8:01 AM

Details