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WO-01296029 ↗ ServiceMax

PLANNED PARENTHOOD OF GREATER NEW YORK • Inspection • PSM

📍 Long Island City Planned Parenthood — 21-41 45TH ROAD, LONG ISLAND CITY NY, 11101

Aug 6, 2025 → Sep 29, 2025

✅ Completed
PSM
SLA Clock
Last business day of August 2025 · Target: Aug 29, 2025
✗ SLA Missed (20 biz days late)
Active: 38 biz days
🕐 Clock stopped: Completed (Sep 30, 2025)
▶ Clock Running
Status: Created
Aug 6 → Aug 6, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Aug 6 → Aug 6, 2025
0 business days (counted)
Running total: 0 of ? biz days used
4d
▶ Clock Running
Status: Assigned
Aug 6 → Aug 12, 2025
4 business days (counted)
Running total: 4 of ? biz days used
21d
▶ Clock Running
Status: Scheduled
Aug 12 → Sep 11, 2025
21 business days (counted)
Running total: 25 of ? biz days used
▶ Clock Running
Status: Entered
Sep 11 → Sep 11, 2025
0 business days (counted)
Running total: 25 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 11 → Sep 11, 2025
0 business days (counted)
Running total: 25 of ? biz days used
13d
▶ Clock Running
Status: Scheduled
Sep 11 → Sep 30, 2025
13 business days (counted)
Running total: 38 of ? biz days used
Created: Aug 6, 2025 Completed: Sep 30, 2025
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Aug 6 → Aug 6 Created ▶ Running 0 0
Aug 6 → Aug 6 Ready for Scheduling ▶ Running 0 0
Aug 6 → Aug 12 Assigned ▶ Running 4 4
Aug 12 → Sep 11 Scheduled ▶ Running 21 25
Sep 11 → Sep 11 Entered ▶ Running 0 25
Sep 11 → Sep 11 Assigned ▶ Running 0 25
Sep 11 → Sep 30 Scheduled ▶ Running 13 38
Dispatch 0.0d
Coordinators 40.4d
Billing 27.9d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
40.4 days
Over SLA
Billing
27.9 days
Over SLA
Created: Aug 6, 2025 Due: Oct 31, 2025 Completed: Sep 30, 2025 (31 days early)
📅
38.0 days Total Age
⏱️
22.0d in Scheduled Longest Stage
🔄
11 transitions Status Changes
⚠️
59.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
2 visits On-Site Trips
📋
Coordinator Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
Visit 1 Sep 16, 2025
Visit 2 Sep 29, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00516696
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test Service Equip: 77 https://www.ebiotrack.com/omnicor/inspection.php?iid=10097
Priority
Standard
Origin
Email
Reason
New Case
Contact
Jeremy Ortiz
Owner
John Rolston
Created
Aug 6, 2025
Work Orders from this Case (1)
WO-01296029 (current) Invoiced
Inspection • Edward Arias
Created: Aug 6, 2025 • Closed: Sep 29, 2025
Completed with significant delays
Invoiced • 210 days old
🚨
Primary Delay 22.0 days stuck in "Scheduled"
⏱️
Total Delay 59.8 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
0.9d / 1.0d SLA
Assigned
4.5d / 0.5d SLA
Scheduled
35.0d / 2.0d SLA
Closed
1.0d / 1.0d SLA
Billing Review
13.1d / 2.0d SLA
Ready to Bill
14.8d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/30/25 DPatton - Tech working w/ Ben to correct WO - see chatter

9/17 KSmitih -- FSE scheduled return visit of POCs while onsite yesterday for 9/29

9/11 KSmith -- Jeremy requested we move this inspection up due to equipment missed in June and needing done ASAP. Rescheduled for 9/16 with Jeremy

8/12 KSmith -- Scheduled for 10/7 with Jeremy. 8-10am

8/11 KSmith -- Sent email to schedule for 10/7

8/6 KSmith -- Sent email to schedule for 10/7

🔧 Work Performed
Inspection complete
🔍 Technician Findings
Inspection due
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test Service Equip: 77 https://www.ebiotrack.com/omnicor/inspection.php?iid=10097

Timeline

📞
Case Linked Aug 6, 8:39 AM
Case Number: 00516696
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Aug 6, 9:20 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by John Rolston
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
▶
2 Technician Assigned Aug 6, 4:24 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 7h 3m
⏳ 4.9 business days
🗓️
▶
2 Status: Scheduled Aug 12, 10:50 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-10-07T13:00:00.000+0000
🚨 22.0 business days
🆕
▶
4 Status: Entered Sep 11, 8:03 AM
Status: Entered → Technician Assigned → Status: Scheduled → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: Edward Arias
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 1m
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-09-16T13:00:00.000+0000
⏳ 4.0 business days
📅
Dispatch Scheduled by Edward Arias Sep 16, 3:33 PM
Scheduled For: 2025-09-16T13:30:00.000+0000, 2025-09-16T14:00:00.000+0000
🚗
Travel Added Sep 16, 9:09 PM
Type: Travel
Status: Open
Qty: 24
⏱️
2x Labor Added Sep 16, 9:17 PM
Type: Labor
Status: Open
Qty: 4.75, 1.5
📅
Dispatch Scheduled by Kourtney Smith Sep 17, 9:49 AM
Scheduled For: 2025-09-29T13:00:00.000+0000
⚠️ 9.0 business days
⏱️
▶
2 3x Labor Added Sep 29, 8:08 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Edward Arias
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 18d 12h, 0m
💵
Status: Billing Review by Diane Patton Sep 30, 11:15 AM
From: Closed
To: Billing Review
Duration in Previous: 15h 5m
🚨 13.0 business days
📄
Status: Ready to Bill by Scott Berry Oct 17, 1:31 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 17d 2h
🚨 15.0 business days
💵
Status: Billing Review by Nancy Suarez Nov 6, 3:23 PM
From: Ready to Bill
To: Billing Review
Duration in Previous: 20d 2h
📄
▶
2 Status: Ready to Bill Nov 6, 4:18 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Nancy Suarez
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🧾
Invoice Created Nov 7, 12:18 AM
Invoice Number: SM-245766

Bottlenecks

Assigned
Duration: 4.4 business days (threshold: 4.0 business hours)
Exceeded by 3.9 business days
Scheduled
Duration: 22.0 business days (threshold: 2.0 business days)
Exceeded by 20.0 business days
Scheduled
Duration: 13.0 business days (threshold: 2.0 business days)
Exceeded by 11.0 business days
Billing Review
Duration: 13.0 business days (threshold: 2.0 business days)
Exceeded by 11.0 business days
Ready to Bill
Duration: 14.8 business days (threshold: 1.0 business days)
Exceeded by 13.8 business days

🔗 Related Artifacts

📞
Case 00516696
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Edward Arias
Scheduled
Sep 29, 9:00 AM
Created
Aug 6, 9:20 AM
Invoice #
SM-245766

Work Details (6)

Name Type Status Qty Amount Date
WL-02938155 Travel Open 24 - Sep 16, 9:09 PM
WL-02938169 Labor Open 4.75 $0.00 Sep 16, 9:17 PM
WL-02938170 Labor Open 1.5 $0.00 Sep 16, 9:17 PM
WL-02953681 Labor Open 1.5 $0.00 Sep 29, 8:08 PM
WL-02953682 Labor Open 5.5 $1,831.40 Sep 29, 8:08 PM
WL-02953683 Travel Open 22 - Sep 29, 8:08 PM

Details