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WO-01304884 ↗ ServiceMax

Crossover Health Management Services • Inspection • PSM

📍 Crossover Health Medical Group - Grand Forks — 4399 S. Columbia Road, Grand Forks ND, 58201

Sep 17, 2025 → Nov 20, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (32 biz days late)
Active: 42 biz days
🕐 Clock stopped: Tech Off Site (Nov 18, 2025)
▶ Clock Running
Status: Created
Sep 17 → Sep 17, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 17 → Sep 18, 2025
1 business day (counted)
Running total: 1 of ? biz days used
32d
▶ Clock Running
Status: Assigned
Sep 18 → Nov 4, 2025
32 business days (counted)
Running total: 33 of ? biz days used
9d
▶ Clock Running
Status: Scheduled
Nov 4 → Nov 18, 2025
9 business days (counted)
Running total: 42 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 18 → Nov 18, 2025
0 business days (counted)
Running total: 42 of ? biz days used
Created: Sep 17, 2025 Tech Off Site: Nov 18, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 17 → Sep 17 Created ▶ Running 0 0
Sep 17 → Sep 18 Ready for Scheduling ▶ Running 1 1
Sep 18 → Nov 4 Assigned ▶ Running 32 33
Nov 4 → Nov 18 Scheduled ▶ Running 9 42
Nov 18 → Nov 18 Tech On Site ▶ Running 0 42
Dispatch 0.0d
Coordinators 43.8d
Field Work 3.1d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
43.8 days
Over SLA
Field Work
3.1 days
Over SLA
Billing
0.0 days
Created: Sep 17, 2025 Due: Dec 15, 2025 Completed: Nov 21, 2025 (24 days early)
📅
45.4 days Total Age
⏱️
32.7d in Assigned Longest Stage
🔄
9 transitions Status Changes
⚠️
43.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
16 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 Jon Kuehl — scheduling delays attributed to technician, not coordinators
Visit 1 Nov 18, 2025
Visit 2 Nov 20, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00527846
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service Equipment: https://www.ebiotrack.com/inspection.php?iid=30156
Priority
Standard
Origin
Email
Reason
New Case
Contact
Practice Manager
Owner
Shelby Robinson
Created
Sep 17, 2025
Work Orders from this Case (1)
WO-01304884 (current) Invoiced
Inspection • Jon Kuehl
Created: Sep 17, 2025 • Closed: Nov 20, 2025
Completed with significant delays
Invoiced • 168 days old
🚨
Primary Delay 32.7 days stuck in "Assigned"
⏱️
Total Delay 43.1 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
2.0d / 1.0d SLA
Assigned
32.7d / 0.5d SLA
Scheduled
9.1d / 2.0d SLA
Tech On Site
0.3d / 1.0d SLA
Tech Off Site
0.1d / 2.0d SLA
Completed
2.7d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11-18-25 JK Cannot close out WO due to return travel.


9/18/2025 Sramen - sent teams to DNakoff to verify this inspection is due. We canceled last years due to customer request.


9/18/2025 CRamen assign to Jon per LYoder

🔧 Work Performed
Performed initial inspection successfully. 11-20 is return flight travel.
🔍 Technician Findings
All equipment working upon arrival.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service Equipment: https://www.ebiotrack.com/inspection.php?iid=30156

Timeline

📞
Case Linked Sep 17, 7:01 AM
Case Number: 00527846
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Sep 17, 11:17 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
2.0 business days
👷
2 Technician Assigned Sep 18, 2:29 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1d 3h
🚨 33.0 business days
🗓️
2 Status: Scheduled Nov 4, 5:49 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Jonathan Kuehl
Scheduled For: 2025-11-24T15:00:00.000+0000
📅
Dispatch Scheduled by Jonathan Kuehl Nov 5, 5:07 PM
Scheduled For: 2025-11-18T15:00:00.000+0000
2.9 business days
💵
4x Expenses Added Nov 7, 11:55 AM
Type: Expenses
Status: Open
Qty: 1
⚠️ 7.0 business days
🔧
Status: Tech On Site by Jonathan Kuehl Nov 18, 1:21 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 13d 19h
🚗
Status: Tech Off Site by Jonathan Kuehl Nov 18, 3:58 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 2h 36m
✔️
Status: Completed by Jonathan Kuehl Nov 18, 4:29 PM
From: Tech Off Site
To: Completed
Duration in Previous: 30m
⏱️
6x Labor Added Nov 18, 4:34 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 8.4, 2.9666666666667, 0.2, 10
2.9 business days
⏱️
2 6x Labor Added Nov 20, 10:10 PM
6x Labor Added → Status: Closed
🏁
Status: Closed by Jonathan Kuehl
From: Completed
To: Closed
Duration in Previous: 2d 5h
2.2 business days
📄
2 Status: Ready to Bill Nov 24, 10:15 AM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
⚠️ 9.0 business days
🧾
Invoice Created Dec 8, 5:13 PM
Invoice Number: 247408

Bottlenecks

Ready for Scheduling
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Assigned
Duration: 32.7 business days (threshold: 4.0 business hours)
Exceeded by 32.2 business days
Scheduled
Duration: 9.1 business days (threshold: 2.0 business days)
Exceeded by 7.1 business days
Completed
Duration: 2.7 business days (threshold: 1.0 business days)
Exceeded by 1.7 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00527846
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Jon Kuehl
Scheduled
Nov 18, 10:00 AM
Created
Sep 17, 11:17 AM
Invoice #
247408

Work Details (16)

Name Type Status Qty Amount Date
WL-02999778 Expenses Open 1 $0.00 Nov 7, 11:55 AM
WL-02999779 Expenses Open 1 $0.00 Nov 7, 11:55 AM
WL-02999780 Expenses Open 1 $0.00 Nov 7, 11:55 AM
WL-02999781 Expenses Open 1 $0.00 Nov 7, 11:55 AM
WL-03011722 Labor Open 8.4 $0.00 Nov 18, 4:34 PM
WL-03011723 Labor Open 2.9666666666667 $1,195.00 Nov 18, 4:34 PM
WL-03011724 Labor Open 0.2 $0.00 Nov 18, 4:34 PM
WL-03011725 Travel Open 10 - Nov 18, 4:34 PM
WL-03011726 Travel Open 2 - Nov 18, 4:34 PM
WL-03011727 Expenses Open 1 $0.00 Nov 18, 4:34 PM
WL-03015693 Labor Open 4.3166666666667 $0.00 Nov 20, 10:10 PM
WL-03015694 Expenses Open 1 $0.00 Nov 20, 10:10 PM
WL-03015695 Expenses Open 1 $0.00 Nov 20, 10:10 PM
WL-03015696 Expenses Open 1 $0.00 Nov 20, 10:10 PM
WL-03015697 Expenses Open 1 $0.00 Nov 20, 10:10 PM
WL-03015698 Expenses Open 1 $0.00 Nov 20, 10:10 PM

Details