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← WO Overview

WO-01300602 ↗ ServiceMax

Coastal Family Health Center • Inspection • PSM

📍 Coastal Family Health - Vancleave High — 12424 Highway 57, Vancleave MS, 39565

Sep 2, 2025 → Oct 15, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (9 biz days late)
Active: 30 biz days
🕐 Clock stopped: Tech Off Site (Oct 15, 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
23d
▶ Clock Running
Status: Assigned
Sep 8 → Oct 9, 2025
23 business days (counted)
Running total: 27 of ? biz days used
3d
▶ Clock Running
Status: Scheduled
Oct 9 → Oct 15, 2025
3 business days (counted)
Running total: 30 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 15 → Oct 15, 2025
0 business days (counted)
Running total: 30 of ? biz days used
Created: Sep 2, 2025 Tech Off Site: Oct 15, 2025
Show SLA Clock Detail (5 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 → Oct 9 Assigned ▶ Running 23 27
Oct 9 → Oct 15 Scheduled ▶ Running 3 30
Oct 15 → Oct 15 Tech On Site ▶ Running 0 30
Dispatch 0.0d
Coordinators 32.4d
Field Work 1.0d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
32.4 days
Over SLA
Field Work
1.0 days
Billing
0.0 days
Created: Sep 2, 2025 Due: Oct 31, 2025 Completed: Oct 15, 2025 (16 days early)
📅
31.0 days Total Age
⏱️
23.9d in Assigned Longest Stage
🔄
8 transitions Status Changes
⚠️
31.2d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00523588
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 18 pieces https://www.ebiotrack.com/inspection.php?iid=29761
Priority
Standard
Origin
Email
Reason
New Case
Contact
Mary P. Ronsonet
Owner
Sherry Reich
Created
Sep 1, 2025
Work Orders from this Case (1)
WO-01300602 (current) Invoiced
Inspection • Jason Cunningham
Created: Sep 2, 2025 • Closed: Oct 15, 2025
Completed with significant delays
Invoiced • 183 days old
🚨
Primary Delay 23.9 days stuck in "Assigned"
⏱️
Total Delay 31.2 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
23.9d / 0.5d SLA
Scheduled
3.5d / 2.0d SLA
Tech On Site
0.2d / 1.0d SLA
Tech Off Site
0.8d / 2.0d SLA
Closed
3.3d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/9/25 RCook- Spoke with Jason Cunningham, states that he spoke with Rodney Gresham and confirmed scheduling for 10/15 but will be onsite in the morning rather than the afternoon and then confirmed WO-01297137 will be done right after. Also confirmed WO-01298646 for 10/16/25with arrival time between 8-10AM. See logged call on WO-01300602


10/1/25 AJinerson - Received email from Rodney and Dena asking for invoice, but this hasn't been serviced yet. Sent email back to Rodney and Dena offering tech visit 10/15 between 2pm-4pm.

🔧 Work Performed
10/15 Jason - Inspection Complete - Performed inspection on 19 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
Annual Equipment Electrical Safety Test And Calibration Service 18 pieces https://www.ebiotrack.com/inspection.php?iid=29761

Timeline

📞
Case Linked Sep 1, 7:00 AM
Case Number: 00523588
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
1.0 business days
📋
2 Work Order Created Sep 2, 11:00 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
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 2h
🚨 24.0 business days
🗓️
2 Status: Scheduled Oct 9, 3:40 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2025-10-15T13:00:00.000+0000
4.0 business days
🔧
Status: Tech On Site by Jason Cunningham Oct 15, 9:44 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 5d 18h
🚗
Status: Tech Off Site by Jason Cunningham Oct 15, 11:11 AM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 1h 26m
⏱️
2 3x Labor Added Oct 15, 5:33 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Jason Cunningham
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 6h 22m, 0m
3.8 business days
📄
2 Status: Ready to Bill Oct 20, 10:25 AM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
2.0 business days
🧾
Invoice Created Oct 21, 3:07 PM
Invoice Number: SM-244125

Bottlenecks

Ready for Scheduling
Duration: 5.0 business days (threshold: 1.0 business days)
Exceeded by 4.0 business days
Assigned
Duration: 23.9 business days (threshold: 4.0 business hours)
Exceeded by 23.4 business days
Scheduled
Duration: 3.5 business days (threshold: 2.0 business days)
Exceeded by 1.5 business days
Closed
Duration: 3.3 business days (threshold: 1.0 business days)
Exceeded by 2.3 business days

🔗 Related Artifacts

📞
Case 00523588
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Jason Cunningham
Scheduled
Oct 15, 9:00 AM
Created
Sep 2, 11:00 AM
Invoice #
SM-244125

Work Details (3)

Name Type Status Qty Amount Date
WL-02971943 Labor Open 1 $0.00 Oct 15, 5:33 PM
WL-02971944 Labor Open 1.75 $1,195.00 Oct 15, 5:33 PM
WL-02971945 Travel Open 31 - Oct 15, 5:33 PM

Details