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WO-01303107 ↗ ServiceMax

ArchWell Health • Inspection • PSM

📍 ArchWell - Bradenton — 4430 14TH ST W, BRADENTON FL, 34207

Sep 8, 2025 → Dec 1, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (39 biz days late)
Active: 56 biz days
🕐 Clock stopped: Completed (Dec 1, 2025)
▶ Clock Running
Status: Created
Sep 8 → Sep 8, 2025
0 business days (counted)
Running total: 0 of ? biz days used
41d
▶ Clock Running
Status: Ready for Scheduling
Sep 8 → Nov 5, 2025
41 business days (counted)
Running total: 41 of ? biz days used
6d
▶ Clock Running
Status: Assigned
Nov 5 → Nov 14, 2025
6 business days (counted)
Running total: 47 of ? biz days used
9d
▶ Clock Running
Status: Scheduled
Nov 14 → Dec 1, 2025
9 business days (counted)
Running total: 56 of ? biz days used
▶ Clock Running
Status: Tech On Site
Dec 1 → Dec 1, 2025
0 business days (counted)
Running total: 56 of ? biz days used
Created: Sep 8, 2025 Completed: Dec 1, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 8 → Sep 8 Created ▶ Running 0 0
Sep 8 → Nov 5 Ready for Scheduling ▶ Running 41 41
Nov 5 → Nov 14 Assigned ▶ Running 6 47
Nov 14 → Dec 1 Scheduled ▶ Running 9 56
Dec 1 → Dec 1 Tech On Site ▶ Running 0 56
Dispatch 0.0d
Coordinators 58.6d
Field Work 0.8d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
58.6 days
Over SLA
Field Work
0.8 days
Created: Sep 8, 2025 Due: Nov 28, 2025 Completed: Dec 1, 2025 (2 days late)
📅
57.0 days Total Age
⏱️
42.0d in Ready for Scheduling Longest Stage
🔄
7 transitions Status Changes
⚠️
56.4d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00525136
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 64 pieces https://www.ebiotrack.com/inspection.php?iid=29926
Priority
Standard
Origin
Email
Reason
New Case
Contact
Christina Guarino
Owner
Sherry Reich
Created
Sep 8, 2025
Work Orders from this Case (1)
WO-01303107 (current) Invoiced
Inspection • Joseph Anderson
Created: Sep 8, 2025 • Closed: Dec 1, 2025
Completed with significant delays
Invoiced • 177 days old
🚨
Primary Delay 42.0 days stuck in "Ready for Scheduling"
⏱️
Total Delay 56.4 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
42.0d / 1.0d SLA
Assigned
6.8d / 0.5d SLA
Scheduled
9.9d / 2.0d SLA
Tech On Site
0.5d / 1.0d SLA
Completed
0.3d / 1.0d SLA
Closed
2.2d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

CONFIRMED

11/14/25 AJinerson - Called site again to follow up and schedule tech visit. Spoke with Kendra who transferred me to Paola to schedule. 

Monday, 12/1 between 930AM-1130AM. 

POC onsite: Paola Morales 

Center Manager

luz.morales@archwellhealth.com 

Arrival instructions: None, Paola will be onsite for this. 


Updated POC:

Paola Morales

luz.morales@archwellhealth.com 

19412972123


11/12/25 AJinerson - Called site 3rd time to attempt to schedule tech visit for service. No answer, and no option for VM after 2 mins of ringing. 


11/5/25 AJinerson - Called 2nd time to schedule tech visit. Spoke with Kendra who could not contact Paola, but took my contact info to have Paola call us back to schedule. 


11/5/25 AJinerson - Called Paola to follow up and schedule tech visit. Was disconnected when staff was trying to transfer me to Paola. 


09/24/2025 LHill-updated contact in SMX and EBT to Paola Morales.


09/24/2025 LHill-called (941) 297-2123 for Christina Guarino. spoke w/operator and she advised that there is no one there of that name. Said I would need to speak with a manager. spoke with Paola Morales and she confirmed she is the contact and confirmed equipment.

 

Scheduling ahead needed: Yes 

Certain day or time: M-F 9AM-3PM 

Confirmed contact information is correct: Yes 

Anything additional needed for tech to gain access to the facility: No

🔧 Work Performed
Inspected 71 pieces of equipment.
🔍 Technician Findings
Complete Annual Equipment Electrical Safety Test And Calibration Service.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 64 pieces https://www.ebiotrack.com/inspection.php?iid=29926

Timeline

📞
Case Linked Sep 8, 7:01 AM
Case Number: 00525136
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Sep 8, 9:28 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
🚨 42.0 business days
👷
▶
2 Technician Assigned Nov 5, 12:50 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Abby Jinerson
From: Ready for Scheduling
To: Assigned
Duration in Previous: 58d 4h
⚠️ 7.0 business days
🗓️
▶
2 Status: Scheduled Nov 14, 12:04 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Ben Saur
Scheduled For: 2025-12-01T14:30:00.000+0000, 2025-12-01T13:00:00.000+0000, 2025-12-01T19:30:00.000+0000
🚨 10.0 business days
🔧
Status: Tech On Site by Joseph Anderson Dec 1, 10:35 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 16d 22h
⏱️
3x Labor Added Dec 1, 2:28 PM
Type: Labor, Travel
Status: Open
Qty: 2.3, 87
⏱️
▶
2 Labor Added Dec 1, 2:38 PM
Labor Added → Status: Completed
✔️
Status: Completed by Joseph Anderson
From: Tech On Site
To: Completed
Duration in Previous: 4h 3m
⏱️
▶
2 Labor Added Dec 1, 5:09 PM
Labor Added → Status: Closed
🏁
Status: Closed by Joseph Anderson
From: Completed
To: Closed
Duration in Previous: 2h 31m
⏳ 2.9 business days
📄
Status: Ready to Bill by Diane Patton Dec 3, 10:08 AM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 1d 16h, 0m
⏳ 3.0 business days
🧾
Invoice Created Dec 7, 11:36 AM
Invoice Number: SM-248035

Bottlenecks

Ready for Scheduling
Duration: 42.0 business days (threshold: 1.0 business days)
Exceeded by 41.0 business days
Assigned
Duration: 6.8 business days (threshold: 4.0 business hours)
Exceeded by 6.3 business days
Scheduled
Duration: 9.9 business days (threshold: 2.0 business days)
Exceeded by 7.9 business days
Closed
Duration: 2.2 business days (threshold: 1.0 business days)
Exceeded by 1.2 business days

🔗 Related Artifacts

📞
Case 00525136
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Joseph Anderson
Scheduled
Dec 1, 9:30 AM
Created
Sep 8, 9:28 AM
Invoice #
SM-248035

Work Details (5)

Name Type Status Qty Amount Date
WL-03022569 Labor Open 2.3 $0.00 Dec 1, 2:28 PM
WL-03022570 Travel Open 87 - Dec 1, 2:28 PM
WL-03022571 Travel Open 87 - Dec 1, 2:28 PM
WL-03022591 Labor Open 4.2166666666667 $1,613.80 Dec 1, 2:38 PM
WL-03022738 Labor Open 2.2 $0.00 Dec 1, 5:09 PM

Details