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WO-01301029 ↗ ServiceMax

Marathon Health • Inspection • PSM

📍 Marathon Health - RJ Reynolds of Tobaccoville #33026 — 7588 Doral Drive, Tobaccoville NC, 27050

Sep 3, 2025 → Oct 2, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (1 biz days late)
Active: 21 biz days
🕐 Clock stopped: Completed (Oct 2, 2025)
▶ Clock Running
Status: Created
Sep 3 → Sep 3, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 3 → Sep 3, 2025
0 business days (counted)
Running total: 0 of ? biz days used
14d
▶ Clock Running
Status: Assigned
Sep 3 → Sep 23, 2025
14 business days (counted)
Running total: 14 of ? biz days used
7d
▶ Clock Running
Status: Scheduled
Sep 23 → Oct 2, 2025
7 business days (counted)
Running total: 21 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 2 → Oct 2, 2025
0 business days (counted)
Running total: 21 of ? biz days used
Created: Sep 3, 2025 Completed: Oct 2, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 3 → Sep 3 Created ▶ Running 0 0
Sep 3 → Sep 3 Ready for Scheduling ▶ Running 0 0
Sep 3 → Sep 23 Assigned ▶ Running 14 14
Sep 23 → Oct 2 Scheduled ▶ Running 7 21
Oct 2 → Oct 2 Tech On Site ▶ Running 0 21
Dispatch 0.0d
Coordinators 22.6d
Field Work 0.3d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
22.6 days
Over SLA
Field Work
0.3 days
Billing
0.0 days
Created: Sep 3, 2025 Due: Oct 30, 2025 Completed: Oct 2, 2025 (28 days early)
📅
21.9 days Total Age
⏱️
14.4d in Assigned Longest Stage
🔄
7 transitions Status Changes
⚠️
21.5d 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 #00454931
Needs new agreement. Sent email to ap@marathon-health.com
Closed
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 66 https://www.ebiotrack.com/inspection.php?iid=25087
Priority
Standard
Origin
Email
Reason
New Case
Contact
Emily Moorefield
Owner
Shelby Robinson
Created
Jan 8, 2025
Work Orders from this Case (1)
WO-01301029 (current) Invoiced
Inspection • Christopher Morning
Created: Sep 3, 2025 • Closed: Oct 2, 2025
Completed with significant delays
Invoiced • 182 days old
🚨
Primary Delay 14.4 days stuck in "Assigned"
⏱️
Total Delay 21.5 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
0.5d / 1.0d SLA
Assigned
14.4d / 0.5d SLA
Scheduled
7.7d / 2.0d SLA
Tech On Site
0.3d / 1.0d SLA
Closed
2.9d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/23 MOwens Scott Slate called back and said any day during the week works. Scheduled the visit for Thurs. 10/2 between 9:30am-3pm.

9/23 MOwens Called to speak to Scott Slate the new POC for this location. Left a vm for him to call back to schedule the inspection during Oct.

New POC is Scott Slate 336-741-1319

🔧 Work Performed
10-2-25 CTM - Performed Annual Inspection on all medical equipment located . Total of 58 pieces inspected . ALL PASS. Notified POC Brita Cagle of inspection findings and completion.
🔍 Technician Findings
10-2-25 CTM - Perform Annual Inspection all medical equipment located. Notify POC Brita Cagle of findings and completion.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 66 https://www.ebiotrack.com/inspection.php?iid=25087

Timeline

📞
Case Linked Jan 8, 6:00 AM
Case Number: 00454931
Subject: Needs new agreement. Sent email to ap@marathon-health.com
Status: Closed
🚨 165.0 business days
📋
2 Work Order Created Sep 3, 12:41 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Sep 3, 4:58 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 4h 17m
🚨 14.9 business days
🗓️
2 Status: Scheduled Sep 23, 2:43 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-10-02T13:30:00.000+0000
⚠️ 8.0 business days
🔧
Status: Tech On Site by Christopher Morning Oct 2, 10:04 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 8d 19h
⏱️
2x Labor Added Oct 2, 10:10 AM
Type: Labor, Travel
Status: Open
Qty: 3, 129
⏱️
Labor Added Oct 2, 12:21 PM
Type: Labor
Status: Open
Qty: 2.5
✔️
Status: Completed by Christopher Morning Oct 2, 12:35 PM
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 2h 31m, 0m
3.0 business days
📄
2 Status: Ready to Bill Oct 6, 3:29 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🧾
Invoice Created Oct 7, 3:26 PM
Invoice Number: SM-243015

Bottlenecks

Assigned
Duration: 14.4 business days (threshold: 4.0 business hours)
Exceeded by 13.9 business days
Scheduled
Duration: 7.7 business days (threshold: 2.0 business days)
Exceeded by 5.7 business days
Closed
Duration: 2.9 business days (threshold: 1.0 business days)
Exceeded by 1.9 business days

🔗 Related Artifacts

📞
Case 00454931
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Christopher Morning
Scheduled
Oct 2, 9:30 AM
Created
Sep 3, 12:41 PM
Invoice #
SM-243015

Work Details (3)

Name Type Status Qty Amount Date
WL-02957396 Labor Open 3 $225.00 Oct 2, 10:10 AM
WL-02957397 Travel Open 129 - Oct 2, 10:10 AM
WL-02957567 Labor Open 2.5 $585.00 Oct 2, 12:21 PM

Details