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← WO Overview

WO-01298651 ↗ ServiceMax

Coastal Family Health Center • Inspection • PSM

📍 Coastal Family Health Center - Pass Christian for Adult Health Primary Health Ca — 257 Davis Avenue, Pass Christian MS, 39571

Aug 20, 2025 → Oct 16, 2025

✅ Completed
PSM
SLA Clock
Last business day of August 2025 · Target: Aug 29, 2025
✗ SLA Missed (31 biz days late)
Active: 39 biz days
🕐 Clock stopped: Tech Off Site (Oct 16, 2025)
▶ Clock Running
Status: Created
Aug 20 → Aug 20, 2025
0 business days (counted)
Running total: 0 of ? biz days used
7d
▶ Clock Running
Status: Ready for Scheduling
Aug 20 → Aug 29, 2025
7 business days (counted)
Running total: 7 of ? biz days used
21d
▶ Clock Running
Status: Assigned
Aug 29 → Sep 30, 2025
21 business days (counted)
Running total: 28 of ? biz days used
11d
▶ Clock Running
Status: Scheduled
Sep 30 → Oct 16, 2025
11 business days (counted)
Running total: 39 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 16 → Oct 16, 2025
0 business days (counted)
Running total: 39 of ? biz days used
Created: Aug 20, 2025 Tech Off Site: Oct 16, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Aug 20 → Aug 20 Created ▶ Running 0 0
Aug 20 → Aug 29 Ready for Scheduling ▶ Running 7 7
Aug 29 → Sep 30 Assigned ▶ Running 21 28
Sep 30 → Oct 16 Scheduled ▶ Running 11 39
Oct 16 → Oct 16 Tech On Site ▶ Running 0 39
Dispatch 0.0d
Coordinators 41.8d
Field Work 0.5d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
41.8 days
Over SLA
Field Work
0.5 days
Billing
0.0 days
Created: Aug 20, 2025 Due: Oct 31, 2025 Completed: Oct 16, 2025 (15 days early)
📅
40.0 days Total Age
⏱️
21.8d in Assigned Longest Stage
🔄
8 transitions Status Changes
⚠️
39.4d 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 #00520453
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 29 Pcs https://www.ebiotrack.com/inspection.php?iid=29447
Priority
Standard
Origin
Email
Reason
New Case
Contact
Rodney Gresham
Owner
Kimberly Hardison
Created
Aug 20, 2025
Work Orders from this Case (1)
WO-01298651 (current) Invoiced
Inspection • Jason Cunningham
Created: Aug 20, 2025 • Closed: Oct 16, 2025
Completed with significant delays
Invoiced • 196 days old
🚨
Primary Delay 21.8 days stuck in "Assigned"
⏱️
Total Delay 39.4 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
21.8d / 0.5d SLA
Scheduled
12.0d / 2.0d SLA
Tech On Site
0.2d / 1.0d SLA
Tech Off Site
0.2d / 2.0d SLA
Closed
2.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/30/25 AJinerson - Received email back from Mary confirming she will be POC on 10/16 but so will Lab Tech - Natalie Bridges.

No additional arrival instructions/requests.


9/30/25 AJinerson - Email back to Mary confirming tech visit for Thursday, 10/16 with eta between 1pm-3pm.

Asking who POC will be this day

Asking arrival instructions/requirements for this visit as well.


9/30/25 AJinerson - Received email back from POC Mary confirming Thursday, 10/16 afternoon visit per their request. I asked again what their site hours are so we could be sure to accommodate further.


9/29/25 AJinerson - Sent email to POC Mary offering tech visit on Thursday, 10/16 with afternoon arrival (they requested a thursday in october with afternoon arrival)

asking if this date works, what time they will be available, and who the POC during this visit would be.


9/24/25 AJinerson - Received email back from POC Mary stating they need specifically to schedule on a Thursday afternoon in OCT.

Checking w/ FSE to see when next available to travel to see if this can be covered week of 10/13.


9/24/25 AJinerson - Received email back asking for afternoon of 10/2 instead but we already have tech scheduled for another site afternoon of 10/2. I let them know this and asked if there are specific hours this location needs to schedule for to proceed with accommodating scheduling per their schedule.


9/24/25 AJinerson - No phone number listed - sent email to POC Rodney offering tech visit on 10/2 with eta between 8am-10am

(tech able to travel next week and would be staying overnight to start inspections in AM).

🔧 Work Performed
10/16 Jason - Inspection Complete - Performed inspection on 35 devices. Had 1 device fail inspection and was removed from service. All other devices passed inspection and were placed back into service.
🔍 Technician Findings
Located all devices that needed to be inspected. Archived all devices that couldn't be located.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 29 Pcs https://www.ebiotrack.com/inspection.php?iid=29447

Timeline

📞
Case Linked Aug 20, 7:00 AM
Case Number: 00520453
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Aug 20, 10:44 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⚠️ 8.0 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: 9d 2h
2.0 business days
👷
Technician Assigned by Rhea Berry Sep 2, 9:47 AM
Technician: Jason Cunningham
🚨 21.0 business days
🗓️
2 Status: Scheduled Sep 30, 9:30 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2025-10-16T19:00:00.000+0000
🚨 12.0 business days
🔧
Status: Tech On Site by Jason Cunningham Oct 16, 3:43 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 16d 6h
🚗
Status: Tech Off Site by Jason Cunningham Oct 16, 5:39 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 1h 56m
⏱️
2 5x Labor Added Oct 16, 7:35 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Jason Cunningham
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 1h 57m, 0m
2.5 business days
📄
2 Status: Ready to Bill Oct 20, 2:01 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
2.0 business days
🧾
Invoice Created Oct 21, 3:05 PM
Invoice Number: SM-244196

Bottlenecks

Ready for Scheduling
Duration: 8.0 business days (threshold: 1.0 business days)
Exceeded by 7.0 business days
Assigned
Duration: 21.8 business days (threshold: 4.0 business hours)
Exceeded by 21.3 business days
Scheduled
Duration: 12.0 business days (threshold: 2.0 business days)
Exceeded by 10.0 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00520453
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Jason Cunningham
Scheduled
Oct 16, 3:00 PM
Created
Aug 20, 10:44 AM
Invoice #
SM-244196

Work Details (5)

Name Type Status Qty Amount Date
WL-02973676 Labor Open 1.25 $0.00 Oct 16, 7:35 PM
WL-02973677 Labor Open 2 $1,195.00 Oct 16, 7:35 PM
WL-02973678 Labor Open 0.75 $0.00 Oct 16, 7:35 PM
WL-02973679 Travel Open 50 - Oct 16, 7:35 PM
WL-02973680 Travel Open 16 - Oct 16, 7:35 PM

Details