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← WO Overview

WO-01297137 ↗ ServiceMax

Coastal Family Health Center • Inspection • PSM

📍 Coastal Family Health Center - Vancleave Clinic for Adult, Pediatrics, Primary c — 10828 Hwy 57 North, Vancleave MS, 39565

Aug 12, 2025 → Oct 15, 2025

✅ Completed
PSM
SLA Clock
Last business day of August 2025 · Target: Aug 29, 2025
✗ SLA Missed (30 biz days late)
Active: 44 biz days
🕐 Clock stopped: Tech Off Site (Oct 15, 2025)
▶ Clock Running
Status: Created
Aug 12 → Aug 12, 2025
0 business days (counted)
Running total: 0 of ? biz days used
13d
▶ Clock Running
Status: Ready for Scheduling
Aug 12 → Aug 29, 2025
13 business days (counted)
Running total: 13 of ? biz days used
22d
▶ Clock Running
Status: Assigned
Aug 29 → Oct 1, 2025
22 business days (counted)
Running total: 35 of ? biz days used
9d
▶ Clock Running
Status: Scheduled
Oct 1 → Oct 15, 2025
9 business days (counted)
Running total: 44 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 15 → Oct 15, 2025
0 business days (counted)
Running total: 44 of ? biz days used
Created: Aug 12, 2025 Tech Off Site: Oct 15, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Aug 12 → Aug 12 Created ▶ Running 0 0
Aug 12 → Aug 29 Ready for Scheduling ▶ Running 13 13
Aug 29 → Oct 1 Assigned ▶ Running 22 35
Oct 1 → Oct 15 Scheduled ▶ Running 9 44
Oct 15 → Oct 15 Tech On Site ▶ Running 0 44
Dispatch 0.0d
Coordinators 46.8d
Field Work 0.6d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
46.8 days
Over SLA
Field Work
0.6 days
Billing
0.0 days
Created: Aug 12, 2025 Due: Oct 31, 2025 Completed: Oct 15, 2025 (16 days early)
📅
45.0 days Total Age
⏱️
22.8d in Assigned Longest Stage
🔄
8 transitions Status Changes
⚠️
44.6d 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 #00518140
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service Equip: 69 https://www.ebiotrack.com/inspection.php?iid=29285
Priority
Standard
Origin
Email
Reason
New Case
Contact
Dena Trusler
Owner
John Rolston
Created
Aug 12, 2025
Work Orders from this Case (1)
WO-01297137 (current) Invoiced
Inspection • Jason Cunningham
Created: Aug 12, 2025 • Closed: Oct 15, 2025
Completed with significant delays
Invoiced • 204 days old
🚨
Primary Delay 22.8 days stuck in "Assigned"
⏱️
Total Delay 44.6 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
14.0d / 1.0d SLA
Assigned
22.8d / 0.5d SLA
Scheduled
10.0d / 2.0d SLA
Tech On Site
0.4d / 1.0d SLA
Tech Off Site
0.2d / 2.0d SLA
Closed
2.3d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/9/25 RCook- Spoke with Jason Cunningham, states that he spoke with Rodney Gresham and confirmed scheduling for 10/15 but will be onsite in the morning rather than the afternoon and then confirmed WO-01297137 will be done right after. Also confirmed WO-01298646 for 10/16/25with arrival time between 8-10AM. See logged call on WO-01300602


9/30/25 AJInerson - Received email back from Dena confirming tech visit for Weds. 10/15 with eta between 8am-10am

Sent email back needing to confirm contact on site for this visit, along with any arrival instructions or special requirements we should provide our technician with.


9/30/25 AJinerson - Already have been emailing w/ POC Dena Trusler for other site - sent follow up email to schedule this location as well. Offering tech visit on Weds. 10/15 with eta between 8am-10am and asking who POC on site would be for service.

🔧 Work Performed
10/15 Jason - Inspection Complete - Performed inspection on 73 devices. All devices passed inspection. Placed all device back into service.
🔍 Technician Findings
Located all devices that needed to be inspected. Archived the devices that needed to be inspected.
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service Equip: 69 https://www.ebiotrack.com/inspection.php?iid=29285

Timeline

📞
Case Linked Aug 12, 7:00 AM
Case Number: 00518140
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Aug 12, 8:35 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
🚨 14.0 business days
👷
2 Technician Assigned Aug 29, 1:32 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Scheduling
To: Assigned
Duration in Previous: 17d 4h
2.0 business days
👷
Technician Assigned by Rhea Berry Sep 2, 9:47 AM
Technician: Jason Cunningham
🚨 22.0 business days
🗓️
2 Status: Scheduled Oct 1, 10:39 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2025-10-15T13:00:00.000+0000
⚠️ 7.0 business days
📅
Dispatch Scheduled by Rhea Berry Oct 9, 3:41 PM
Scheduled For: 2025-10-15T15:00:00.000+0000
4.0 business days
🔧
Status: Tech On Site by Jason Cunningham Oct 15, 12:40 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 14d 2h
🚗
Status: Tech Off Site by Jason Cunningham Oct 15, 4:12 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 3h 31m
⏱️
2 5x Labor Added Oct 15, 5:45 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Jason Cunningham
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 1h 34m, 0m
2.8 business days
📄
2 Status: Ready to Bill Oct 17, 4:25 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 3m
1.0 business days
🧾
Invoice Created Oct 20, 12:37 AM
Invoice Number: SM-244090

Bottlenecks

Ready for Scheduling
Duration: 14.0 business days (threshold: 1.0 business days)
Exceeded by 13.0 business days
Assigned
Duration: 22.8 business days (threshold: 4.0 business hours)
Exceeded by 22.3 business days
Scheduled
Duration: 10.0 business days (threshold: 2.0 business days)
Exceeded by 8.0 business days
Closed
Duration: 2.3 business days (threshold: 1.0 business days)
Exceeded by 1.3 business days

🔗 Related Artifacts

📞
Case 00518140
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Jason Cunningham
Scheduled
Oct 15, 11:00 AM
Created
Aug 12, 8:35 AM
Invoice #
SM-244090

Work Details (5)

Name Type Status Qty Amount Date
WL-02971965 Labor Open 0.25 $0.00 Oct 15, 5:45 PM
WL-02971966 Labor Open 3.5 $1,742.40 Oct 15, 5:45 PM
WL-02971967 Labor Open 1 $0.00 Oct 15, 5:45 PM
WL-02971968 Travel Open 4 - Oct 15, 5:45 PM
WL-02971969 Travel Open 29 - Oct 15, 5:45 PM

Details