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WO-01298329 ↗ ServiceMax

Coastal Family Health Center • Inspection • PSM

📍 Coastal Family Health Center - State Line Adult Medical Primary Health Care — 256 Main St., State Line MS, 39362

Aug 19, 2025 → Oct 13, 2025

✅ Completed
PSM
SLA Clock
Last business day of August 2025 · Target: Aug 29, 2025
✗ SLA Missed (29 biz days late)
Active: 37 biz days
🕐 Clock stopped: Tech Off Site (Oct 13, 2025)
▶ Clock Running
Status: Created
Aug 19 → Aug 19, 2025
0 business days (counted)
Running total: 0 of ? biz days used
8d
▶ Clock Running
Status: Ready for Scheduling
Aug 19 → Aug 29, 2025
8 business days (counted)
Running total: 8 of ? biz days used
22d
▶ Clock Running
Status: Assigned
Aug 29 → Oct 1, 2025
22 business days (counted)
Running total: 30 of ? biz days used
7d
▶ Clock Running
Status: Scheduled
Oct 1 → Oct 13, 2025
7 business days (counted)
Running total: 37 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 13 → Oct 13, 2025
0 business days (counted)
Running total: 37 of ? biz days used
Created: Aug 19, 2025 Tech Off Site: Oct 13, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Aug 19 → Aug 19 Created ▶ Running 0 0
Aug 19 → Aug 29 Ready for Scheduling ▶ Running 8 8
Aug 29 → Oct 1 Assigned ▶ Running 22 30
Oct 1 → Oct 13 Scheduled ▶ Running 7 37
Oct 13 → Oct 13 Tech On Site ▶ Running 0 37
Dispatch 0.0d
Coordinators 39.8d
Field Work 0.3d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
39.8 days
Over SLA
Field Work
0.3 days
Created: Aug 19, 2025 Due: Oct 31, 2025 Completed: Oct 14, 2025 (17 days early)
📅
38.3 days Total Age
⏱️
22.8d in Assigned Longest Stage
🔄
7 transitions Status Changes
⚠️
38.3d 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 #00520066
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 39 pcs https://www.ebiotrack.com/inspection.php?iid=29421
Priority
Standard
Origin
Email
Reason
New Case
Contact
Rodney Gresham
Owner
Jessica Sells
Created
Aug 19, 2025
Work Orders from this Case (1)
WO-01298329 (current) Invoiced
Inspection • Jason Cunningham
Created: Aug 19, 2025 • Closed: Oct 13, 2025
Completed with significant delays
Invoiced • 197 days old
🚨
Primary Delay 22.8 days stuck in "Assigned"
⏱️
Total Delay 38.3 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
9.0d / 1.0d SLA
Assigned
22.8d / 0.5d SLA
Scheduled
8.0d / 2.0d SLA
Tech On Site
0.0d / 1.0d SLA
Tech Off Site
0.3d / 2.0d SLA
Closed
3.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/1/25 AJinerson - Received email back from POC Rodney and Margaret confirming tech visit for Monday, 10/13 with eta between 12pm-2pm.

POC on site is Margaret Miller

Sent email back asking for any additional arrival instructions/requirements for this visit.


9/30/25 AJinerson - Sent email to POC Rodney offering tech visit for 10/13 with eta between 12pm-2pm (4 hour drive 1 way for tech).

🔧 Work Performed
10/13 Jason - Inspection Complete - Performed inspection on 39 devices. All devices passed inspection. Placed all devices back into service.
🔍 Technician Findings
Located all devices that needed to be inspected. Archived the devices that couldn't be located.
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 39 pcs https://www.ebiotrack.com/inspection.php?iid=29421

Timeline

📞
Case Linked Aug 19, 7:00 AM
Case Number: 00520066
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Aug 19, 9:13 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
⚠️ 9.0 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: 10d 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, 8:57 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2025-10-13T05:00:00.000+0000
📅
Dispatch Scheduled by Abby Jinerson Oct 1, 10:32 AM
Scheduled For: 2025-10-13T17:00:00.000+0000
⚠️ 8.0 business days
🔧
Status: Tech On Site by Jason Cunningham Oct 13, 3:40 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 12d 6h
🚗
Status: Tech Off Site by Jason Cunningham Oct 13, 6:14 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 2h 34m
⏱️
2 5x Labor Added Oct 13, 10:07 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Jason Cunningham
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 3h 53m, 0m
3.0 business days
📄
Status: Ready to Bill by Diane Patton Oct 16, 10:24 AM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 2d 12h, 0m
2.0 business days
🧾
Invoice Created Oct 17, 5:44 PM
Invoice Number: SM-243664

Bottlenecks

Ready for Scheduling
Duration: 9.0 business days (threshold: 1.0 business days)
Exceeded by 8.0 business days
Assigned
Duration: 22.8 business days (threshold: 4.0 business hours)
Exceeded by 22.3 business days
Scheduled
Duration: 8.0 business days (threshold: 2.0 business days)
Exceeded by 6.0 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00520066
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Jason Cunningham
Scheduled
Oct 13, 1:00 PM
Created
Aug 19, 9:13 AM
Invoice #
SM-243664

Work Details (5)

Name Type Status Qty Amount Date
WL-02969333 Labor Open 4.75 $0.00 Oct 13, 10:07 PM
WL-02969334 Labor Open 2.5 $1,195.00 Oct 13, 10:07 PM
WL-02969335 Labor Open 2.25 $0.00 Oct 13, 10:07 PM
WL-02969336 Travel Open 222 - Oct 13, 10:07 PM
WL-02969337 Travel Open 109 - Oct 13, 10:07 PM

Details