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WO-01300508 ↗ ServiceMax

USA Vein Clinic • Inspection • PSM

📍 USA Vein Clinic - West Roxbury — 1208B VFW Parkway Suite 300A, West Roxbury MA, 02132

Sep 2, 2025 → Oct 7, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (4 biz days late)
Active: 25 biz days
🕐 Clock stopped: Tech Off Site (Oct 7, 2025)
▶ Clock Running
Status: Created
Sep 2 → Sep 2, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 2 → Sep 2, 2025
0 business days (counted)
Running total: 0 of ? biz days used
5d
▶ Clock Running
Status: Assigned
Sep 2 → Sep 9, 2025
5 business days (counted)
Running total: 5 of ? biz days used
8d
▶ Clock Running
Status: Scheduled
Sep 9 → Sep 19, 2025
8 business days (counted)
Running total: 13 of ? biz days used
▶ Clock Running
Status: Entered
Sep 19 → Sep 19, 2025
0 business days (counted)
Running total: 13 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 19 → Sep 19, 2025
0 business days (counted)
Running total: 13 of ? biz days used
4d
▶ Clock Running
Status: Scheduled
Sep 19 → Sep 25, 2025
4 business days (counted)
Running total: 17 of ? biz days used
▶ Clock Running
Status: Reschedule
Sep 25 → Sep 26, 2025
1 business day (counted)
Running total: 18 of ? biz days used
▶ Clock Running
Status: Entered
Sep 26 → Sep 26, 2025
0 business days (counted)
Running total: 18 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 26 → Sep 26, 2025
0 business days (counted)
Running total: 18 of ? biz days used
3d
▶ Clock Running
Status: Scheduled
Sep 26 → Oct 1, 2025
3 business days (counted)
Running total: 21 of ? biz days used
▶ Clock Running
Status: Entered
Oct 1 → Oct 1, 2025
0 business days (counted)
Running total: 21 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 1 → Oct 1, 2025
0 business days (counted)
Running total: 21 of ? biz days used
4d
▶ Clock Running
Status: Scheduled
Oct 1 → Oct 7, 2025
4 business days (counted)
Running total: 25 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 7 → Oct 7, 2025
0 business days (counted)
Running total: 25 of ? biz days used
Created: Sep 2, 2025 Tech Off Site: Oct 7, 2025
Show SLA Clock Detail (15 periods)
Period Status Clock Biz Days Running Total
Sep 2 → Sep 2 Created ▶ Running 0 0
Sep 2 → Sep 2 Ready for Scheduling ▶ Running 0 0
Sep 2 → Sep 9 Assigned ▶ Running 5 5
Sep 9 → Sep 19 Scheduled ▶ Running 8 13
Sep 19 → Sep 19 Entered ▶ Running 0 13
Sep 19 → Sep 19 Assigned ▶ Running 0 13
Sep 19 → Sep 25 Scheduled ▶ Running 4 17
Sep 25 → Sep 26 Reschedule ▶ Running 1 18
Sep 26 → Sep 26 Entered ▶ Running 0 18
Sep 26 → Sep 26 Assigned ▶ Running 0 18
Sep 26 → Oct 1 Scheduled ▶ Running 3 21
Oct 1 → Oct 1 Entered ▶ Running 0 21
Oct 1 → Oct 1 Assigned ▶ Running 0 21
Oct 1 → Oct 7 Scheduled ▶ Running 4 25
Oct 7 → Oct 7 Tech On Site ▶ Running 0 25
Dispatch 0.0d
Coordinators 30.0d
Field Work 1.0d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
30.0 days
Over SLA
Field Work
1.0 days
Billing
0.0 days
Created: Sep 2, 2025 Due: Oct 31, 2025 Completed: Oct 7, 2025 (24 days early)
📅
26.0 days Total Age
⏱️
9.0d in Scheduled Longest Stage
🔄
13 transitions Status Changes
⚠️
20.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
7 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

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🎫
Case #00523498
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service EST ONLY - DO NOT PM AUTOCLAVE UNLESS ASKED **ATTENTION. DO NOT COUNT OUTLETS IN THE BILLING. THEY ARE INSEPCTED FREE OF CHARGE** **ATTENTION. DO NOT INCLUDE OUTLETS IN THE BILLING. THEY ARE INSEPCTED FREE OF CHARGE** 55 pieces https://www.ebiotrack.com/inspection.php?iid=29678
Priority
Standard
Origin
Email
Reason
New Case
Contact
Saj Johnson
Owner
Sherry Reich
Created
Aug 31, 2025
Work Orders from this Case (1)
WO-01300508 (current) Invoiced
Inspection • Arturo Diaz
Created: Sep 2, 2025 • Closed: Oct 7, 2025
Completed with significant delays
Invoiced • 183 days old
🚨
Primary Delay 9.0 days stuck in "Scheduled"
⏱️
Total Delay 20.6 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
0.8d / 1.0d SLA
Assigned
5.5d / 0.5d SLA
Scheduled
22.4d / 2.0d SLA
Reschedule
1.3d / 2.0d SLA
Tech On Site
1.0d / 1.0d SLA
Tech Off Site
0.0d / 2.0d SLA
Closed
2.3d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/25 SRogers: Updating status to Reschedule - tech was held up at previous repairs and could not complete this inspection (since the site closed at 5). POC requested we focus on their repairs and reschedule inspection for another day. FSE offered to return the following day (Friday), but the site is closed.

9/19 KSmith -- Rescheduled for 9/25 with Gael

9/9 KSmith -- Scheduled for 10/7 with George

9/8 KSmith -- Followed up with POCs to schedule for 10/7

9/4 KSmith -- Followed up with POCs to schedule for 10/7

9/3 KSmith -- Site is questioning who requested this. Advised its the annual inspection that is completed each year and is auto generated and due in October. Awaiting response

9/2 KSmith -- Per Saj, Gael is the POC

Gael Rueda <frueda@usaclinics.com>

9/2 KSmith -- Sent email to schedule for 10/7

🔧 Work Performed
- Inspected equipment found in every exam room - inspected equipment found in labs - inspected equipment found in nurse stations - inspected equipment found in hallways - inquired of staff where any other equipment might be found - confirmed with staff that all equipment that is in use has been inspected - informed staff if any equipment is later found, or pulled from storage, or received from another location, it will require a miscellaneous equipment inspection on a new work order
🔍 Technician Findings
09/25/2025 - JWD - Unable to get to the annual inspection due to doing an autoclave and table repair. Spoke with Shawn and he will reschedule the annual inspection
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service EST ONLY - DO NOT PM AUTOCLAVE UNLESS ASKED **ATTENTION. DO NOT COUNT OUTLETS IN THE BILLING. THEY ARE INSEPCTED FREE OF CHARGE** **ATTENTION. DO NOT INCLUDE OUTLETS IN THE BILLING. THEY ARE INSEPCTED FREE OF CHARGE** 55 pieces https://www.ebiotrack.com/inspection.php?iid=29678

Timeline

📞
Case Linked Aug 31, 7:00 AM
Case Number: 00523498
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
1.0 business days
📋
2 Work Order Created Sep 2, 9:18 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
👷
2 Technician Assigned Sep 2, 3:56 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 6h 36m
⚠️ 6.0 business days
🗓️
2 Status: Scheduled Sep 9, 11:26 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-10-07T13:00:00.000+0000
⚠️ 9.0 business days
🆕
3 Status: Entered Sep 19, 3:21 PM
Status: Entered → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: a0hVU000000qRH3YAM, James Duff
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-09-25T13:00:00.000+0000, 2025-09-25T15:00:00.000+0000
⚠️ 5.0 business days
📅
Dispatch Scheduled by Shawn Rogers Sep 25, 8:11 AM
Scheduled For: 2025-09-25T16:00:00.000+0000
🔄
Status: Reschedule by Shawn Rogers Sep 25, 5:34 PM
From: Scheduled
To: Reschedule
Duration in Previous: 6d 2h
🆕
3 Status: Entered Sep 26, 1:36 PM
Status: Entered → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: David Cavaco
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-10-07T13:00:00.000+0000
4.0 business days
🆕
3 Status: Entered Oct 1, 11:03 AM
Status: Entered → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: Arturo Diaz
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-10-07T13:00:00.000+0000
⚠️ 5.0 business days
🔧
2 Status: Tech On Site Oct 7, 8:48 AM
Status: Tech On Site → 4x Labor Added
⏱️
4x Labor Added
Type: Labor, Travel, Expenses
Status: Open
Qty: 1, 25
⏱️
Labor Added Oct 7, 11:38 AM
Type: Labor
Status: Open
Qty: 4
🚗
2 Status: Tech Off Site Oct 7, 5:43 PM
Status: Tech Off Site → Labor Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 1
✔️
Status: Completed by Arturo Diaz Oct 7, 5:53 PM
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 9m, 0m
2.8 business days
🔩
3 Parts Added Oct 9, 2:19 PM
Parts Added → Status: Ready to Bill → Status: Invoice Pending
📄
Status: Ready to Bill by Diane Patton
From: Closed
To: Ready to Bill
Duration in Previous: 1d 20h
📨
Status: Invoice Pending by Diane Patton
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 3m
💰
Status: Invoiced by Diane Patton Oct 9, 2:25 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
2.0 business days
🧾
Invoice Created Oct 13, 11:59 AM
Invoice Number: SM-243271

Bottlenecks

Assigned
Duration: 5.5 business days (threshold: 4.0 business hours)
Exceeded by 5.0 business days
Scheduled
Duration: 9.0 business days (threshold: 2.0 business days)
Exceeded by 7.0 business days
Scheduled
Duration: 4.6 business days (threshold: 2.0 business days)
Exceeded by 2.6 business days
Scheduled
Duration: 3.8 business days (threshold: 2.0 business days)
Exceeded by 1.8 business days
Scheduled
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Closed
Duration: 2.3 business days (threshold: 1.0 business days)
Exceeded by 1.3 business days

🔗 Related Artifacts

📞
Case 00523498
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Arturo Diaz
Scheduled
Oct 7, 9:00 AM
Created
Sep 2, 9:18 AM
Invoice #
SM-243271

Work Details (7)

Name Type Status Qty Amount Date
WL-02961793 Labor Open 1 $0.00 Oct 7, 8:50 AM
WL-02961794 Travel Open 25 - Oct 7, 8:50 AM
WL-02961795 Travel Open 25 - Oct 7, 8:50 AM
WL-02961796 Expenses Open 1 $0.00 Oct 7, 8:50 AM
WL-02961942 Labor Open 4 $785.40 Oct 7, 11:38 AM
WL-02962501 Labor Open 1 $0.00 Oct 7, 5:45 PM
WL-02965188 Parts Open 1 $261.01 Oct 9, 2:19 PM

Details