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WO-01300512 ↗ ServiceMax

Coastal Family Health Center • Inspection • PSM

📍 Coastal Family Health Center - Gulfport Clinic — 15024 Martin Luther King, Gulfport MS, 39501

Sep 2, 2025 → Oct 3, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (2 biz days late)
Active: 23 biz days
🕐 Clock stopped: Tech Off Site (Oct 3, 2025)
▶ Clock Running
Status: Created
Sep 2 → Sep 2, 2025
0 business days (counted)
Running total: 0 of ? biz days used
4d
▶ Clock Running
Status: Ready for Scheduling
Sep 2 → Sep 8, 2025
4 business days (counted)
Running total: 4 of ? biz days used
12d
▶ Clock Running
Status: Assigned
Sep 8 → Sep 24, 2025
12 business days (counted)
Running total: 16 of ? biz days used
6d
▶ Clock Running
Status: Scheduled
Sep 24 → Oct 2, 2025
6 business days (counted)
Running total: 22 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 2 → Oct 3, 2025
1 business day (counted)
Running total: 23 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Oct 3 → Oct 3, 2025
0 business days (counted)
Running total: 23 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 3 → Oct 3, 2025
0 business days (counted)
Running total: 23 of ? biz days used
Created: Sep 2, 2025 Tech Off Site: Oct 3, 2025
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Sep 2 → Sep 2 Created ▶ Running 0 0
Sep 2 → Sep 8 Ready for Scheduling ▶ Running 4 4
Sep 8 → Sep 24 Assigned ▶ Running 12 16
Sep 24 → Oct 2 Scheduled ▶ Running 6 22
Oct 2 → Oct 3 Tech On Site ▶ Running 1 23
Oct 3 → Oct 3 Tech Off Site ▶ Running 0 23
Oct 3 → Oct 3 Tech On Site ▶ Running 0 23
Dispatch 0.0d
Coordinators 24.7d
Field Work 3.2d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
24.7 days
Over SLA
Field Work
3.2 days
Created: Sep 2, 2025 Due: Oct 31, 2025 Completed: Oct 3, 2025 (28 days early)
📅
24.0 days Total Age
⏱️
12.9d in Assigned Longest Stage
🔄
9 transitions Status Changes
⚠️
21.4d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
16 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
👤 Self-scheduled by Jason Cunningham — scheduling delays attributed to technician, not coordinators
Visit 1 Oct 2, 2025
Visit 2 Oct 3, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00523504
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 138 pcs https://www.ebiotrack.com/inspection.php?iid=29684
Priority
Standard
Origin
Email
Reason
New Case
Contact
Rodney Gresham
Owner
Jessica Sells
Created
Aug 31, 2025
Work Orders from this Case (1)
WO-01300512 (current) Invoiced
Inspection • Jason Cunningham
Created: Sep 2, 2025 • Closed: Oct 3, 2025
Completed with significant delays
Invoiced • 183 days old
🚨
Primary Delay 12.9 days stuck in "Assigned"
⏱️
Total Delay 21.4 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
5.0d / 1.0d SLA
Assigned
12.9d / 0.5d SLA
Scheduled
6.9d / 2.0d SLA
Tech On Site
1.6d / 1.0d SLA
Tech Off Site
1.5d / 2.0d SLA
Closed
1.2d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/24/25 AJinerson - Received email confirmation from POC Rodney and Prenda to schedule tech visit on 10/2 (eta between 12pm-1pm) and 10/3 (eta between 8am-10am). Asking if any special requirements/arrival instructions for tech visit.


9/24/25 AJinerson - No phone listed, sent email to POC Rodney offering tech visit starting on 10/2 (eta between 12pm-1pm) and 10/3 (eta between 8am-10am).

🔧 Work Performed
10/2 Jason - Inspection Incomplete - Performed inspection on 101 devices. 4 devices failed inspection and were removed from services. All other devices passed inspection and were placed back into service. 10/3 Jason - Inspection Complete - Performed inspection on the remaining 53 devices for a total inspection of 154 devices over these 2 days. All devices today passed inspection. That means a total of 4 devices failed inspection and were removed from service. All other devices were placed 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 138 pcs https://www.ebiotrack.com/inspection.php?iid=29684

Timeline

📞
Case Linked Aug 31, 7:00 AM
Case Number: 00523504
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
1.0 business days
📋
2 Work Order Created Sep 2, 9:22 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
⚠️ 5.0 business days
👷
2 Technician Assigned Sep 8, 1:09 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Abby Jinerson
From: Ready for Scheduling
To: Assigned
Duration in Previous: 6d 3h
🚨 13.0 business days
🗓️
2 Status: Scheduled Sep 24, 12:52 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2025-10-02T16:00:00.000+0000
2.0 business days
💵
2x Expenses Added Sep 25, 4:23 PM
Type: Expenses
Status: Open
Qty: 1
⚠️ 6.0 business days
🔧
Status: Tech On Site by Jason Cunningham Oct 2, 1:11 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 8d 0h
🚗
2 Status: Tech Off Site Oct 2, 8:57 PM
Status: Tech Off Site → 3x Labor Added
⏱️
3x Labor Added
Type: Labor
Status: Open
Qty: 0.5, 5.75, 0.25
🔧
Status: Tech On Site by Jason Cunningham Oct 3, 8:56 AM
From: Tech Off Site
To: Tech On Site
Duration in Previous: 11h 58m
🚗
Status: Tech Off Site by Jason Cunningham Oct 3, 2:16 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 5h 20m
⏱️
2 11x Labor Added Oct 3, 6:21 PM
11x Labor Added → Status: Completed
✔️
Status: Completed by Jason Cunningham
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 4h 6m, 0m
1.7 business days
📄
Status: Ready to Bill by Diane Patton Oct 6, 12:47 PM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 2d 18h, 0m
🚨 10.0 business days
🧾
Invoice Created Oct 20, 5:17 PM
Invoice Number: SM-242977

Bottlenecks

Ready for Scheduling
Duration: 5.0 business days (threshold: 1.0 business days)
Exceeded by 4.0 business days
Assigned
Duration: 12.9 business days (threshold: 4.0 business hours)
Exceeded by 12.4 business days
Scheduled
Duration: 6.9 business days (threshold: 2.0 business days)
Exceeded by 4.9 business days
Closed
Duration: 1.2 business days (threshold: 1.0 business days)
Exceeded by 1.6 business hours

🔗 Related Artifacts

📞
Case 00523504
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Jason Cunningham
Scheduled
Oct 2, 12:00 PM
Created
Sep 2, 9:22 AM
Invoice #
SM-242977

Work Details (16)

Name Type Status Qty Amount Date
WL-02949440 Expenses Open 1 $0.00 Sep 25, 4:23 PM
WL-02949441 Expenses Open 1 $0.00 Sep 25, 4:23 PM
WL-02958458 Labor Open 0.5 $0.00 Oct 2, 9:01 PM
WL-02958459 Labor Open 5.75 $0.00 Oct 2, 9:01 PM
WL-02958460 Labor Open 0.25 $0.00 Oct 2, 9:01 PM
WL-02959659 Labor Open 0.25 $0.00 Oct 3, 6:21 PM
WL-02959660 Labor Open 5.25 $3,670.20 Oct 3, 6:21 PM
WL-02959661 Labor Open 3 $0.00 Oct 3, 6:21 PM
WL-02959662 Travel Open 16 - Oct 3, 6:21 PM
WL-02959663 Travel Open 4 - Oct 3, 6:21 PM
WL-02959664 Travel Open 4 - Oct 3, 6:21 PM
WL-02959665 Travel Open 131 - Oct 3, 6:21 PM
WL-02959666 Expenses Open 1 $0.00 Oct 3, 6:21 PM
WL-02959667 Expenses Open 1 $0.00 Oct 3, 6:21 PM
WL-02959668 Expenses Open 1 $0.00 Oct 3, 6:21 PM
WL-02959669 Expenses Open 1 $0.00 Oct 3, 6:21 PM

Details