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← WO Overview

WO-01301036 ↗ ServiceMax

Marathon Health • Inspection • PSM

📍 Marathon Health - RJ Reynolds at the Plaza #33025 — 401 N. Main St, Winston Salem NC, 27105

Sep 3, 2025 → Oct 16, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (10 biz days late)
Active: 30 biz days
🕐 Clock stopped: Completed (Oct 16, 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
21d
▶ Clock Running
Status: Assigned
Sep 3 → Oct 2, 2025
21 business days (counted)
Running total: 21 of ? biz days used
9d
▶ Clock Running
Status: Scheduled
Oct 2 → Oct 16, 2025
9 business days (counted)
Running total: 30 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 16 → Oct 16, 2025
0 business days (counted)
Running total: 30 of ? biz days used
Created: Sep 3, 2025 Completed: Oct 16, 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 → Oct 2 Assigned ▶ Running 21 21
Oct 2 → Oct 16 Scheduled ▶ Running 9 30
Oct 16 → Oct 16 Tech On Site ▶ Running 0 30
Dispatch 0.0d
Coordinators 31.8d
Field Work 0.2d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
31.8 days
Over SLA
Field Work
0.2 days
Billing
0.0 days
Created: Sep 3, 2025 Due: Oct 30, 2025 Completed: Oct 16, 2025 (14 days early)
📅
30.9 days Total Age
⏱️
21.4d in Assigned Longest Stage
🔄
7 transitions Status Changes
⚠️
30.8d 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

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🎫
Case #00454933
WO Needed
Closed
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 36 https://www.ebiotrack.com/inspection.php?iid=25090
Priority
Standard
Origin
Email
Reason
New Case
Contact
Emily Moorefield
Owner
Shelby Robinson
Created
Jan 8, 2025
Work Orders from this Case (1)
WO-01301036 (current) Invoiced
Inspection • Christopher Morning
Created: Sep 3, 2025 • Closed: Oct 16, 2025
Completed with significant delays
Invoiced • 182 days old
🚨
Primary Delay 21.4 days stuck in "Assigned"
⏱️
Total Delay 30.8 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
21.4d / 0.5d SLA
Scheduled
9.9d / 2.0d SLA
Tech On Site
0.2d / 1.0d SLA
Closed
3.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/2 MOwens Called back and spoke to Myra Frazier. She said a Thursday is the best day during the week to schedule the visit. Told her I will schedule the tech to go there on Thurs. 10/16 between 10-1pm for the inspection. 

She said she will be onsite that day when he gets there.


9/29 MOwens Called to speak to Myra Frazier about good date to schedule the inspection in Oct. Left a vm for her to call back.

9/23 MOwens Called to speak to Myra Frazier. Left a vm for her to call back to schedule the inspection due in Oct.

New POC Myra Frazier 336-422-2310 per Jennifer Myers

🔧 Work Performed
10-16-25 CTM - Performed Annual Inspection on medical equipment located. ALL PASS. Total of 38 pieces of medical equipment inspected. Notify POC Britta Cagle of findings and completion .
🔍 Technician Findings
10-16-25 CTM - Perform Annual Inspection on medical equipment located. Notify POC Britta Cagle of findings and completion .
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 36 https://www.ebiotrack.com/inspection.php?iid=25090

Timeline

📞
Case Linked Jan 8, 6:00 AM
Case Number: 00454933
Subject: WO Needed
Status: Closed
🚨 165.0 business days
📋
2 Work Order Created Sep 3, 1:00 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, 4:57 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 3h 57m
🚨 21.9 business days
🗓️
2 Status: Scheduled Oct 2, 12:26 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-10-16T14:00:00.000+0000
🚨 10.0 business days
🔧
Status: Tech On Site by Christopher Morning Oct 16, 10:16 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 13d 21h
⏱️
2x Labor Added Oct 16, 10:24 AM
Type: Labor, Travel
Status: Open
Qty: 3, 118
⏱️
Labor Added Oct 16, 11:37 AM
Type: Labor
Status: Open
Qty: 2
✔️
Status: Completed by Christopher Morning Oct 16, 12:00 PM
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 1h 44m, 0m
3.0 business days
📄
2 Status: Ready to Bill Oct 20, 12:32 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, 3:09 PM
Invoice Number: SM-244161

Bottlenecks

Assigned
Duration: 21.4 business days (threshold: 4.0 business hours)
Exceeded by 20.9 business days
Scheduled
Duration: 9.9 business days (threshold: 2.0 business days)
Exceeded by 7.9 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00454933
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Christopher Morning
Scheduled
Oct 16, 10:00 AM
Created
Sep 3, 1:00 PM
Invoice #
SM-244161

Work Details (3)

Name Type Status Qty Amount Date
WL-02972897 Labor Open 3 $225.00 Oct 16, 10:24 AM
WL-02972898 Travel Open 118 - Oct 16, 10:24 AM
WL-02972994 Labor Open 2 $200.00 Oct 16, 11:37 AM

Details