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WO-01303579 ↗ ServiceMax

Western NY Department of Developmental Disabilities • Inspection • PSM

📍 JN Adam Day Hab — 12234 Rt. 39, Perrysburg NY, 14129

Sep 10, 2025 → Nov 22, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (35 biz days late)
Active: 50 biz days
🕐 Clock stopped: Completed (Nov 21, 2025)
▶ Clock Running
Status: Created
Sep 10 → Sep 10, 2025
0 business days (counted)
Running total: 0 of ? biz days used
22d
▶ Clock Running
Status: Ready for Scheduling
Sep 10 → Oct 13, 2025
22 business days (counted)
Running total: 22 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 13 → Oct 14, 2025
1 business day (counted)
Running total: 23 of ? biz days used
27d
▶ Clock Running
Status: Scheduled
Oct 14 → Nov 21, 2025
27 business days (counted)
Running total: 50 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 21 → Nov 21, 2025
0 business days (counted)
Running total: 50 of ? biz days used
Created: Sep 10, 2025 Completed: Nov 21, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 10 → Sep 10 Created ▶ Running 0 0
Sep 10 → Oct 13 Ready for Scheduling ▶ Running 22 22
Oct 13 → Oct 14 Assigned ▶ Running 1 23
Oct 14 → Nov 21 Scheduled ▶ Running 27 50
Nov 21 → Nov 21 Tech On Site ▶ Running 0 50
Dispatch 0.0d
Coordinators 52.0d
Field Work 1.0d
Billing 2.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
52.0 days
Over SLA
Field Work
1.0 days
Billing
2.0 days
Over SLA
Created: Sep 10, 2025 Due: Oct 31, 2025 Completed: Nov 22, 2025 (21 days late)
📅
51.0 days Total Age
⏱️
28.0d in Scheduled Longest Stage
🔄
10 transitions Status Changes
⚠️
50.5d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
20 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 Erwin Forster — scheduling delays attributed to technician, not coordinators
Visit 1 Nov 21, 2025
Visit 2 Nov 22, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00525859
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment PM 4 pieces https://www.ebiotrack.com/inspection.php?iid=29741
Priority
Standard
Origin
Email
Reason
New Case
Contact
12234 Rt. 39 House Supervisor Please call, do not email unless no answer
Owner
Leona Coonrod
Created
Sep 9, 2025
Work Orders from this Case (1)
WO-01303579 (current) Invoiced
Inspection • Erwin Forster
Created: Sep 10, 2025 • Closed: Nov 22, 2025
Completed with significant delays
Invoiced • 175 days old
🚨
Primary Delay 28.0 days stuck in "Scheduled"
⏱️
Total Delay 50.5 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
23.0d / 1.0d SLA
Assigned
1.0d / 0.5d SLA
Scheduled
28.0d / 2.0d SLA
Tech On Site
0.3d / 1.0d SLA
Completed
0.7d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Ready to Bill
2.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/21 EForster: Unable to close until Mike Morris arrives back in his humble abode.

10/14 KSmith -- Scheduled for 11/21 with Jill. 9-11am.

10/13 KSmith -- Left VM to schedule inspection

CONFIRMED


09/12/2025 LHill-Called 716-532-1268 to confirm contact & equipment. Was told that Jeff is not at this location. Transferring me to Physical Therapy. SPoke with Helen in Physical Therapy at ext. 104. She is contact for this location and also gave me an alternate contact as well. Jill Arno at ext. 126.

Scheduling ahead needed: Yes 


Certain day or time: M-F early mornings.


Confirmed contact information is correct: Yes

🔧 Work Performed
3 lifts failed. 2 lifts had no power on rail. 1 lift had dead batteries that do not charge. Inspection/PM complete on 6 patient lifts
🔍 Technician Findings
6 lifts on site.
⚠️ Problem Description
Inspection: Annual Equipment PM 4 pieces https://www.ebiotrack.com/inspection.php?iid=29741

Timeline

📞
Case Linked Sep 9, 11:12 PM
Case Number: 00525859
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Sep 10, 10:41 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Leona Coonrod
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
🚨 23.0 business days
👷
2 Technician Assigned Oct 13, 1:25 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 33d 2h
📅
2 Dispatch Scheduled Oct 14, 9:26 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 20h 0m
🚨 28.0 business days
💵
5x Expenses Added Nov 21, 8:01 AM
Type: Expenses
Status: Open
Qty: 1
🔧
Status: Tech On Site by Erwin Forster Nov 21, 10:46 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 38d 2h
✔️
Status: Completed by Erwin Forster Nov 21, 1:00 PM
From: Tech On Site
To: Completed
Duration in Previous: 2h 14m
⏱️
5x Labor Added Nov 21, 2:44 PM
Type: Labor, Travel
Status: Open
Qty: 1, 2.25, 1.5, 41, 42
💵
2x Expenses Added Nov 21, 2:52 PM
Type: Expenses
Status: Open
Qty: 1
⏱️
4x Labor Added Nov 21, 6:11 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 2.0833333333333, 2.25, 111
⏱️
2 4x Labor Added Nov 22, 1:28 AM
4x Labor Added → Status: Closed
🏁
Status: Closed by Michael Morris
From: Completed
To: Closed
Duration in Previous: 12h 27m
2.0 business days
📄
Status: Ready to Bill by Diane Patton Nov 25, 10:06 AM
From: Closed
To: Ready to Bill
Duration in Previous: 3d 8h
2.0 business days
📨
3 Status: Invoice Pending Nov 26, 12:50 PM
Status: Invoice Pending → Status: Billing Review → Status: Invoiced
💵
Status: Billing Review by Diane Patton
From: Invoice Pending, Billing Review
To: Billing Review, Invoice Pending
Duration in Previous: 2m, 0m
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
⚠️ 7.0 business days
🧾
Invoice Created Dec 8, 5:13 PM
Invoice Number: 247639

Bottlenecks

Ready for Scheduling
Duration: 23.0 business days (threshold: 1.0 business days)
Exceeded by 22.0 business days
Assigned
Duration: 1.0 business days (threshold: 4.0 business hours)
Exceeded by 4.0 business hours
Scheduled
Duration: 28.0 business days (threshold: 2.0 business days)
Exceeded by 26.0 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Ready to Bill
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00525859
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Erwin Forster
Scheduled
Nov 21, 10:00 AM
Created
Sep 10, 10:41 AM
Invoice #
247639

Work Details (20)

Name Type Status Qty Amount Date
WL-03015950 Expenses Open 1 $0.00 Nov 21, 8:01 AM
WL-03015951 Expenses Open 1 $0.00 Nov 21, 8:01 AM
WL-03015952 Expenses Open 1 $0.00 Nov 21, 8:01 AM
WL-03015953 Expenses Open 1 $0.00 Nov 21, 8:01 AM
WL-03015954 Expenses Open 1 $0.00 Nov 21, 8:01 AM
WL-03016550 Labor Open 1 $0.00 Nov 21, 2:44 PM
WL-03016551 Labor Open 2.25 $720.00 Nov 21, 2:44 PM
WL-03016552 Labor Open 1.5 $0.00 Nov 21, 2:44 PM
WL-03016553 Travel Open 41 - Nov 21, 2:44 PM
WL-03016554 Travel Open 42 - Nov 21, 2:44 PM
WL-03016579 Expenses Open 1 $0.00 Nov 21, 2:52 PM
WL-03016580 Expenses Open 1 $0.00 Nov 21, 2:52 PM
WL-03017037 Labor Open 2.0833333333333 $0.00 Nov 21, 6:11 PM
WL-03017038 Labor Open 2.25 $0.00 Nov 21, 6:11 PM
WL-03017039 Travel Open 111 - Nov 21, 6:11 PM
WL-03017040 Expenses Open 1 $0.00 Nov 21, 6:11 PM
WL-03017423 Labor Open 4.5 $0.00 Nov 22, 1:28 AM
WL-03017424 Labor Open 3.5 $0.00 Nov 22, 1:28 AM
WL-03017425 Labor Open 1 $0.00 Nov 22, 1:28 AM
WL-03017426 Travel Open 12 - Nov 22, 1:28 AM

Details