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WO-01304886 ↗ ServiceMax

Crossover Health Management Services • Inspection • PSM

📍 Crossover Health Medical Group - Minot clinic — 2305 37th Ave SW, Minot ND, 58701

Sep 17, 2025 → Nov 19, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (33 biz days late)
Active: 43 biz days
🕐 Clock stopped: Tech Off Site (Nov 19, 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
10d
▶ Clock Running
Status: Scheduled
Nov 4 → Nov 19, 2025
10 business days (counted)
Running total: 43 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 19 → Nov 19, 2025
0 business days (counted)
Running total: 43 of ? biz days used
Created: Sep 17, 2025 Tech Off Site: Nov 19, 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 19 Scheduled ▶ Running 10 43
Nov 19 → Nov 19 Tech On Site ▶ Running 0 43
Dispatch 0.0d
Coordinators 44.8d
Field Work 1.0d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
44.8 days
Over SLA
Field Work
1.0 days
Billing
0.0 days
Created: Sep 17, 2025 Due: Nov 28, 2025 Completed: Nov 19, 2025 (9 days early)
📅
44.0 days Total Age
⏱️
32.7d in Assigned Longest Stage
🔄
10 transitions Status Changes
⚠️
42.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00527847
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 22 https://www.ebiotrack.com/inspection.php?iid=30157 Inspection Flag: ATTENTION TECHS, ASC'S AND MATERIALS MANAGEMENT. DO NOT SHIP PARTS TO ANY CROSSOVER SITES. ALL PARTS FOR THIS ACCOUNT MUST BE SHIPPED DIRECTLY TO THE TECH. THE SITE WILL LOSE THE SHIPMENT IF SENT TO THEM.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Practice Manager
Owner
Shelby Robinson
Created
Sep 17, 2025
Work Orders from this Case (1)
WO-01304886 (current) Invoiced
Inspection • Jon Kuehl
Created: Sep 17, 2025 • Closed: Nov 19, 2025
Completed with significant delays
Invoiced • 168 days old
🚨
Primary Delay 32.7 days stuck in "Assigned"
⏱️
Total Delay 42.6 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
10.1d / 2.0d SLA
Tech On Site
0.3d / 1.0d SLA
Tech Off Site
0.6d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.3d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/18/2025 Sramen - Due date entered incorrectly. This is a November inspection.

9/18/2025 CRamen assign to Jon per LYoder


🔧 Work Performed
Performed annual inspection.
🔍 Technician Findings
All units working upon arrival.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 22 https://www.ebiotrack.com/inspection.php?iid=30157 Inspection Flag: ATTENTION TECHS, ASC'S AND MATERIALS MANAGEMENT. DO NOT SHIP PARTS TO ANY CROSSOVER SITES. ALL PARTS FOR THIS ACCOUNT MUST BE SHIPPED DIRECTLY TO THE TECH. THE SITE WILL LOSE THE SHIPMENT IF SENT TO THEM.

Timeline

📞
Case Linked Sep 17, 7:01 AM
Case Number: 00527847
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Sep 17, 11:24 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, 2:31 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, 5:48 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Jonathan Kuehl
Scheduled For: 2025-11-25T15:00:00.000+0000
📅
Dispatch Scheduled by Jonathan Kuehl Nov 5, 5:03 PM
Scheduled For: 2025-11-19T13:00:00.000+0000
⚠️ 5.9 business days
📅
Dispatch Scheduled by Charles Ramen Nov 13, 3:54 PM
Scheduled For: 2025-11-19T13:30:00.000+0000
⚠️ 5.0 business days
🔧
Status: Tech On Site by Jonathan Kuehl Nov 19, 9:04 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 14d 15h
🚗
Status: Tech Off Site by Jonathan Kuehl Nov 19, 11:39 AM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 2h 34m
✔️
▶
2 Status: Completed Nov 19, 4:45 PM
Status: Completed → 6x Labor Added
⏱️
6x Labor Added
Type: Labor, Travel, Expenses
Status: Open
Qty: 3.3333333333333, 2.5833333333333, 4.2666666666667, 212, 268
🏁
Status: Closed by Jonathan Kuehl Nov 19, 4:50 PM
From: Completed
To: Closed
Duration in Previous: 5m
⏳ 2.9 business days
📄
▶
3 Status: Ready to Bill Nov 21, 4:21 PM
Status: Ready to Bill → Status: Invoice Pending → Status: Invoiced
📨
Status: Invoice Pending by Diane Patton
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 1m
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
⚠️ 9.9 business days
🧾
Invoice Created Dec 8, 4:32 PM
Invoice Number: 247365

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: 10.1 business days (threshold: 2.0 business days)
Exceeded by 8.1 business days
Closed
Duration: 2.3 business days (threshold: 1.0 business days)
Exceeded by 1.3 business days

🔗 Related Artifacts

📞
Case 00527847
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Jon Kuehl
Scheduled
Nov 19, 8:30 AM
Created
Sep 17, 11:24 AM
Invoice #
247365

Work Details (6)

Name Type Status Qty Amount Date
WL-03013499 Labor Open 3.3333333333333 $0.00 Nov 19, 4:50 PM
WL-03013500 Labor Open 2.5833333333333 $1,195.00 Nov 19, 4:50 PM
WL-03013501 Labor Open 4.2666666666667 $0.00 Nov 19, 4:50 PM
WL-03013502 Travel Open 212 - Nov 19, 4:50 PM
WL-03013503 Travel Open 268 - Nov 19, 4:50 PM
WL-03013504 Expenses Open 1 $0.00 Nov 19, 4:50 PM

Details