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WO-01291641 ↗ ServiceMax

PLANNED PARENTHOOD OF GREATER NEW YORK • Inspection • PSM

📍 SARATOGA PLANNED PARENTHOOD — 236 WASHINGTON STREET, SARATOGA SPRINGS NY, 12866

Jul 14, 2025 → Sep 10, 2025

✅ Completed
PSM
SLA Clock
Last business day of July 2025 · Target: Jul 31, 2025
✗ SLA Missed (27 biz days late)
Active: 41 biz days
🕐 Clock stopped: Tech Off Site (Sep 10, 2025)
▶ Clock Running
Status: Created
Jul 14 → Jul 14, 2025
0 business days (counted)
Running total: 0 of ? biz days used
7d
▶ Clock Running
Status: Ready for Scheduling
Jul 14 → Jul 23, 2025
7 business days (counted)
Running total: 7 of ? biz days used
3d
▶ Clock Running
Status: Assigned
Jul 23 → Jul 28, 2025
3 business days (counted)
Running total: 10 of ? biz days used
16d
▶ Clock Running
Status: Scheduled
Jul 28 → Aug 19, 2025
16 business days (counted)
Running total: 26 of ? biz days used
▶ Clock Running
Status: Entered
Aug 19 → Aug 19, 2025
0 business days (counted)
Running total: 26 of ? biz days used
▶ Clock Running
Status: Assigned
Aug 19 → Aug 19, 2025
0 business days (counted)
Running total: 26 of ? biz days used
15d
▶ Clock Running
Status: Scheduled
Aug 19 → Sep 10, 2025
15 business days (counted)
Running total: 41 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 10 → Sep 10, 2025
0 business days (counted)
Running total: 41 of ? biz days used
Created: Jul 14, 2025 Tech Off Site: Sep 10, 2025
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Jul 14 → Jul 14 Created ▶ Running 0 0
Jul 14 → Jul 23 Ready for Scheduling ▶ Running 7 7
Jul 23 → Jul 28 Assigned ▶ Running 3 10
Jul 28 → Aug 19 Scheduled ▶ Running 16 26
Aug 19 → Aug 19 Entered ▶ Running 0 26
Aug 19 → Aug 19 Assigned ▶ Running 0 26
Aug 19 → Sep 10 Scheduled ▶ Running 15 41
Sep 10 → Sep 10 Tech On Site ▶ Running 0 41
Dispatch 0.0d
Coordinators 44.5d
Field Work 0.3d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
44.5 days
Over SLA
Field Work
0.3 days
Billing
0.0 days
Created: Jul 14, 2025 Due: Sep 30, 2025 Completed: Sep 10, 2025 (20 days early)
📅
42.0 days Total Age
⏱️
17.0d in Scheduled Longest Stage
🔄
9 transitions Status Changes
⚠️
39.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00510012
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test Service 32 pcs https://www.ebiotrack.com/omnicor/inspection.php?iid=10023
Priority
Standard
Origin
Email
Reason
New Case
Contact
Tricia Schafroth
Owner
Jessica Sells
Created
Jul 12, 2025
Work Orders from this Case (1)
WO-01291641 (current) Invoiced
Inspection • James Duff
Created: Jul 14, 2025 • Closed: Sep 10, 2025
Completed with significant delays
Invoiced • 233 days old
🚨
Primary Delay 17.0 days stuck in "Scheduled"
⏱️
Total Delay 39.8 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
8.0d / 1.0d SLA
Assigned
3.5d / 0.5d SLA
Scheduled
33.0d / 2.0d SLA
Tech On Site
0.3d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.8d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
7/28 KSmith -- Scheduled for 9/10 with Tricia in the AM

7/28 KSmith -- Followed up with Tricia to see if 9/10 works

7/24 KSmith -- Site requested Wednesdays. Provided 9/10 and am awaiting response

7/24 KSmith -- Sent email to schedule for 9/8

7/23 KSmith -- Sent email to schedule for 9/8

🔧 Work Performed
09/10/2025 - JWD Located all equipment that needs to be inspected for annual inspection on equipment and performed annual inspection, calibration and electrical safety tests for this site. Added all equipment that needs to be inspected equipment inspection, calibration and electrical safety tests for this site. Archived any equipment no longer in use Total of equipment inspected is 40. Notified POC of inspection findings and completion. Completed final assessment of the inspection going over with POC the equipment that have been added to inventory and the units that have been archived. Completed PM on Autoclave upon arrival.
🔍 Technician Findings
09/10/2025 - JWD Locate all equipment that needs to be inspected, calibration and electrical safety tests for this site and perform annual inspection, calibration and electrical safety tests for this site. Add all equipment inspection, calibration and electrical safety tests for this site. Archive any units that are no longer in use.
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test Service 32 pcs https://www.ebiotrack.com/omnicor/inspection.php?iid=10023

Timeline

📞
Case Linked Jul 12, 8:39 AM
Case Number: 00510012
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
1.0 business days
📋
2 Work Order Created Jul 14, 10:48 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Jessica Sells
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⚠️ 8.0 business days
👷
2 Technician Assigned Jul 23, 3:58 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 9d 5h
4.0 business days
🗓️
2 Status: Scheduled Jul 28, 8:42 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-09-10T13:00:00.000+0000
🚨 17.0 business days
🆕
3 Status: Entered Aug 19, 9:32 AM
Status: Entered → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: James Duff
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-09-10T13:00:00.000+0000
🚨 15.0 business days
📅
Dispatch Scheduled by Kourtney Smith Sep 9, 8:21 AM
Scheduled For: 2025-09-10T14:30:00.000+0000
2.0 business days
🔧
Status: Tech On Site by James Duff Sep 10, 11:24 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 22d 1h
⏱️
3x Labor Added Sep 10, 1:39 PM
Type: Labor
Status: Open
Qty: 2.5, 1
🚗
2 2x Travel Added Sep 10, 1:44 PM
2x Travel Added → Status: Tech Off Site
🚗
Status: Tech Off Site by James Duff
From: Tech On Site, Tech Off Site
To: Tech Off Site, Completed
Duration in Previous: 2h 23m, 0m
🔩
2 Parts Added Sep 10, 1:57 PM
Parts Added → Status: Closed
🏁
Status: Closed by James Duff
From: Completed
To: Closed
Duration in Previous: 9m
📄
2 Status: Ready to Bill Sep 11, 1:48 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
3.0 business days
🧾
Invoice Created Sep 15, 4:39 PM
Invoice Number: SM-240619

Bottlenecks

Ready for Scheduling
Duration: 8.0 business days (threshold: 1.0 business days)
Exceeded by 7.0 business days
Assigned
Duration: 3.5 business days (threshold: 4.0 business hours)
Exceeded by 3.0 business days
Scheduled
Duration: 17.0 business days (threshold: 2.0 business days)
Exceeded by 15.0 business days
Scheduled
Duration: 16.0 business days (threshold: 2.0 business days)
Exceeded by 14.0 business days
Closed
Duration: 1.8 business days (threshold: 1.0 business days)
Exceeded by 6.0 business hours

🔗 Related Artifacts

📞
Case 00510012
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
James Duff
Scheduled
Sep 10, 10:30 AM
Created
Jul 14, 10:48 AM
Invoice #
SM-240619

Work Details (6)

Name Type Status Qty Amount Date
WL-02931150 Labor Open 2.5 $0.00 Sep 10, 1:39 PM
WL-02931151 Labor Open 2.5 $1,831.40 Sep 10, 1:39 PM
WL-02931152 Labor Open 1 $0.00 Sep 10, 1:39 PM
WL-02931154 Travel Open 131 - Sep 10, 1:44 PM
WL-02931155 Travel Open 70 - Sep 10, 1:44 PM
WL-02931163 Parts Open 1 $261.01 Sep 10, 1:57 PM

Details