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← WO Overview

WO-01298157 ↗ ServiceMax

DMC Primary Care New Hampshire • Inspection • PSM

📍 DMC at Derry — 6 Tsienneto Road, Derry NH, 03038

Aug 18, 2025 → Sep 27, 2025

✅ Completed
PSM
SLA Clock
Last business day of August 2025 · Target: Aug 29, 2025
✗ SLA Missed (19 biz days late)
Active: 28 biz days
🕐 Clock stopped: Completed (Sep 27, 2025)
▶ Clock Running
Status: Created
Aug 18 → Aug 18, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Aug 18 → Aug 18, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Aug 18 → Aug 18, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Scheduled
Aug 18 → Aug 20, 2025
2 business days (counted)
Running total: 2 of ? biz days used
▶ Clock Running
Status: Entered
Aug 20 → Aug 20, 2025
0 business days (counted)
Running total: 2 of ? biz days used
▶ Clock Running
Status: Assigned
Aug 20 → Aug 20, 2025
0 business days (counted)
Running total: 2 of ? biz days used
15d
▶ Clock Running
Status: Scheduled
Aug 20 → Sep 11, 2025
15 business days (counted)
Running total: 17 of ? biz days used
▶ Clock Running
Status: Reschedule
Sep 11 → Sep 11, 2025
0 business days (counted)
Running total: 17 of ? biz days used
▶ Clock Running
Status: Entered
Sep 11 → Sep 11, 2025
0 business days (counted)
Running total: 17 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 11 → Sep 11, 2025
0 business days (counted)
Running total: 17 of ? biz days used
11d
▶ Clock Running
Status: Scheduled
Sep 11 → Sep 26, 2025
11 business days (counted)
Running total: 28 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 26 → Sep 26, 2025
0 business days (counted)
Running total: 28 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Sep 26 → Sep 27, 2025
0 business days (counted)
Running total: 28 of ? biz days used
Created: Aug 18, 2025 Completed: Sep 27, 2025
Show SLA Clock Detail (13 periods)
Period Status Clock Biz Days Running Total
Aug 18 → Aug 18 Created ▶ Running 0 0
Aug 18 → Aug 18 Ready for Scheduling ▶ Running 0 0
Aug 18 → Aug 18 Assigned ▶ Running 0 0
Aug 18 → Aug 20 Scheduled ▶ Running 2 2
Aug 20 → Aug 20 Entered ▶ Running 0 2
Aug 20 → Aug 20 Assigned ▶ Running 0 2
Aug 20 → Sep 11 Scheduled ▶ Running 15 17
Sep 11 → Sep 11 Reschedule ▶ Running 0 17
Sep 11 → Sep 11 Entered ▶ Running 0 17
Sep 11 → Sep 11 Assigned ▶ Running 0 17
Sep 11 → Sep 26 Scheduled ▶ Running 11 28
Sep 26 → Sep 26 Tech On Site ▶ Running 0 28
Sep 26 → Sep 27 Tech Off Site ▶ Running 0 28
Dispatch 0.0d
Coordinators 29.7d
Field Work 1.3d
Billing 23.6d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
29.7 days
Over SLA
Field Work
1.3 days
Billing
23.6 days
Over SLA
Created: Aug 18, 2025 Due: Sep 26, 2025 Completed: Sep 27, 2025 (on time)
📅
29.0 days Total Age
⏱️
21.7d in Billing Review Longest Stage
🔄
13 transitions Status Changes
⚠️
43.7d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
10 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits (1 reschedule)
2 on-site visits — follow-up trip required
👤 Self-scheduled by Joseph Anderson — scheduling delays attributed to technician, not coordinators
Visit 1 Sep 26, 2025
Visit 2 Sep 27, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00519753
eBiotrack - New Inspection Created
Closed
Initial Annual Inspection Service Equipment: https://www.ebiotrack.com/inspection.php?iid=29399
Priority
Standard
Origin
Email
Reason
New Case
Contact
Allison Pajunen
Owner
Shelby Robinson
Created
Aug 18, 2025
Work Orders from this Case (1)
WO-01298157 (current) Invoiced
Inspection • Joseph Anderson
Created: Aug 18, 2025 • Closed: Sep 27, 2025
Completed with significant delays
Invoiced • 198 days old
🚨
Primary Delay 21.7 days stuck in "Billing Review"
⏱️
Total Delay 43.7 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
0.2d / 1.0d SLA
Assigned
0.3d / 0.5d SLA
Scheduled
29.2d / 2.0d SLA
Reschedule
0.1d / 2.0d SLA
Tech On Site
0.6d / 1.0d SLA
Completed
0.7d / 1.0d SLA
Closed
1.0d / 1.0d SLA
Invoice Pending
0.4d / 2.0d SLA
Billing Review
21.7d / 2.0d SLA
Ready to Bill
1.5d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/29 SBerry: Good to bill, no further work required at site

10/1/25 DPatton - see chatter. ​ Does this WO need to go back to "Reschedule" status? Please update accordingly. --> Another trip, possibly 2 will be needed, this is a big location with about 250 total pieces of equipment. Spoke with Allison, she is fine with multiple trips being needed to complete and told her the coordinator will reach out to schedule accordingly.


Request to delete SM-242288 - inspection is not compelte

9/11 KSmith -- Rescheduled for 9/26 with Allison

9/11 KSmith -- Need to reschedule. FSEs inspection today has more equipment than planned and requires a return trip tomorrow to finish. Sent message to Allison to reschedule for 9/26 (JA)

8/18 KSmith -- Scheduled for 9/12 with Allison

8/18 KSmith -- Sent email to schedule for 9/12

🔧 Work Performed
Inspected 72 pieces of equipment. Another trip, possibly 2 will be needed, this is a big location with about 250 total pieces of equipment. Spoke with Allison, she is fine with multiple trips being needed to complete and told her the coordinator will reach out to schedule accordingly.
🔍 Technician Findings
Initial Annual Equipment Electrical Safety Test And Calibration Service.
⚠️ Problem Description
Initial Annual Inspection Service Equipment: https://www.ebiotrack.com/inspection.php?iid=29399

Timeline

📞
Case Linked Aug 18, 10:47 AM
Case Number: 00519753
Subject: eBiotrack - New Inspection Created
Status: Closed
📋
2 Work Order Created Aug 18, 11:38 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Status: Assigned Aug 18, 1:15 PM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Kourtney Smith
Technician: Patrick Charles
🗓️
2 Status: Scheduled Aug 18, 3:36 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-09-12T13:30:00.000+0000
2.0 business days
🆕
3 Status: Entered Aug 19, 8:55 PM
Status: Entered → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: Nick O'Neill
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-09-12T14:00:00.000+0000
🚨 16.4 business days
🔄
Status: Reschedule by Kourtney Smith Sep 11, 3:36 PM
From: Scheduled
To: Reschedule
Duration in Previous: 22d 18h
🆕
3 Status: Entered Sep 11, 4:00 PM
Status: Entered → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: Joseph Anderson
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-09-26T13:00:00.000+0000
🚨 12.0 business days
🔧
Status: Tech On Site by Joseph Anderson Sep 26, 9:58 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 14d 17h
⏱️
2 7x Labor Added Sep 26, 2:27 PM
7x Labor Added → Status: Tech Off Site
🚗
Status: Tech Off Site by Joseph Anderson
From: Tech On Site
To: Tech Off Site
Duration in Previous: 4h 30m
⏱️
Labor Added Sep 26, 7:34 PM
Type: Labor
Status: Open
Qty: 2.9833333333333
⏱️
2 2x Labor Added Sep 27, 1:58 PM
2x Labor Added → Status: Incomplete
⚠️
Status: Incomplete by Joseph Anderson
From: Completed, Tech Off Site, Incomplete
To: Incomplete, Completed, Closed
Duration in Previous: 23h 30m
1.0 business days
📄
Status: Ready to Bill by Diane Patton Sep 29, 11:20 AM
From: Closed, Ready to Bill
To: Ready to Bill, Invoice Pending
Duration in Previous: 1d 21h, 0m
📄
Status: Ready to Bill by Yecenia Campos Sep 29, 2:29 PM
From: Invoice Pending, Ready to Bill
To: Ready to Bill, Billing Review
Duration in Previous: 3h 7m, 0m
🚨 22.0 business days
📄
Status: Ready to Bill by Scott Berry Oct 29, 3:40 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 30d 1h
📨
Status: Invoice Pending by Diane Patton Oct 30, 11:56 AM
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 20h 15m, 1m
🧾
Invoice Created Oct 31, 11:12 AM
Invoice Number: SM-245144

Bottlenecks

Scheduled
Duration: 16.0 business days (threshold: 2.0 business days)
Exceeded by 14.0 business days
Scheduled
Duration: 11.5 business days (threshold: 2.0 business days)
Exceeded by 9.5 business days
Billing Review
Duration: 21.7 business days (threshold: 2.0 business days)
Exceeded by 19.7 business days
Ready to Bill
Duration: 1.5 business days (threshold: 1.0 business days)
Exceeded by 4.3 business hours

🔗 Related Artifacts

📞
Case 00519753
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Joseph Anderson
Scheduled
Sep 26, 9:00 AM
Created
Aug 18, 11:38 AM
Invoice #
SM-245144

Work Details (10)

Name Type Status Qty Amount Date
WL-02950946 Labor Open 1.6666666666667 $0.00 Sep 26, 2:27 PM
WL-02950947 Labor Open 4.65 $2,259.30 Sep 26, 2:27 PM
WL-02950948 Travel Open 83 $0.00 Sep 26, 2:27 PM
WL-02950949 Travel Open 83 $0.00 Sep 26, 2:27 PM
WL-02950950 Expenses Open 1 $0.00 Sep 26, 2:27 PM
WL-02950951 Expenses Open 1 $0.00 Sep 26, 2:27 PM
WL-02950952 Expenses Open 1 $0.00 Sep 26, 2:27 PM
WL-02951458 Labor Open 2.9833333333333 $0.00 Sep 26, 7:34 PM
WL-02952037 Labor Open 8.9 $0.00 Sep 27, 1:58 PM
WL-02952038 Expenses Open 1 $0.00 Sep 27, 1:58 PM

Details