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WO-01305862 ↗ ServiceMax

PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK • Misc. Inspection • P5

📍 UNIVERSITY AVE ROCHESTER PLANNED PARENTHOOD — 114 UNIVERSITY AVE, ROCHESTER NY, 14605

Sep 23, 2025 → Sep 26, 2025

✅ Completed
P5
SLA Clock
5 business days from creation · Target: Sep 30, 2025
✓ SLA Met (2 biz days early)
Active: 3 biz days
Budget: 5 biz days
🕐 Clock stopped: Completed (Sep 26, 2025)
SLA Target
▶ Clock Running
Status: Created
Sep 23 → Sep 23, 2025
0 business days (counted)
Running total: 0 of 5 biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 23 → Sep 23, 2025
0 business days (counted)
Running total: 0 of 5 biz days used
1d
▶ Clock Running
Status: Assigned
Sep 23 → Sep 24, 2025
1 business day (counted)
Running total: 1 of 5 biz days used
2d
▶ Clock Running
Status: Scheduled
Sep 24 → Sep 26, 2025
2 business days (counted)
Running total: 3 of 5 biz days used
▶ Clock Running
Status: Tech On Site
Sep 26 → Sep 26, 2025
0 business days (counted)
Running total: 3 of 5 biz days used
Created: Sep 23, 2025 Completed: Sep 26, 2025
Business Days Used 3 / 5
0 5d budget
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 23 → Sep 23 Created ▶ Running 0 0 / 5
Sep 23 → Sep 23 Ready for Scheduling ▶ Running 0 0 / 5
Sep 23 → Sep 24 Assigned ▶ Running 1 1 / 5
Sep 24 → Sep 26 Scheduled ▶ Running 2 3 / 5
Sep 26 → Sep 26 Tech On Site ▶ Running 0 3 / 5
Dispatch 0.0d
Coordinators 4.6d
Field Work 1.1d
Billing 0.0d
✓ SLA Met
Dispatch
0.0 days
Coordinators
4.6 days
Over SLA
Field Work
1.1 days
Billing
0.0 days
Created: Sep 23, 2025 Due: Sep 30, 2025 Completed: Sep 26, 2025 (4 days early)
📅
3.6 days Total Age
⏱️
3.0d in Closed Longest Stage
🔄
8 transitions Status Changes
⚠️
4.1d 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

Open in Salesforce →
🎫
Case #00529609
Inspection Needed - Colposcope
Closed
Misc. Inspection Please assist in scheduling an inspection of a new colposcope machine at our site located at 114 University Avenue Rochester, New York 14605. https://www.ebiotrack.com/omnicor/inspection.php?iid=10224
Priority
Standard
Origin
Email
Reason
New Case
Contact
Brooke Sweeney
Owner
Shelby Robinson
Created
Sep 23, 2025
Work Orders from this Case (1)
WO-01305862 (current) Invoiced
Misc. Inspection • Erwin Forster
Created: Sep 23, 2025 • Closed: Sep 26, 2025
Completed with minor delays
Invoiced • 162 days old
🚨
Primary Delay 3.0 days stuck in "Closed"
⏱️
Total Delay 4.1 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
0.0d / 1.0d SLA
Assigned
1.5d / 0.5d SLA
Scheduled
3.0d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Completed
1.0d / 1.0d SLA
Closed
3.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/24 KSmith -- Scheduled for Friday with Brooke

Paul is the POC on Friday

Paul Regoord

Health Center Manager

Cell- 585-953-5697

paul.regoord@ppcwny.org

9/24 KSmith -- Called Brooke but call was disconnected. Sending email to schedule for Friday

9/23 KSmith -- Sent email to schedule for Friday

🔧 Work Performed
Inspected 1 item
🔍 Technician Findings
Inspection
⚠️ Problem Description
Misc. Inspection Please assist in scheduling an inspection of a new colposcope machine at our site located at 114 University Avenue Rochester, New York 14605. https://www.ebiotrack.com/omnicor/inspection.php?iid=10224

Timeline

📞
Case Linked Sep 23, 11:00 AM
Case Number: 00529609
Subject: Inspection Needed - Colposcope
Status: Closed
📋
2 Work Order Created Sep 23, 3:31 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 23, 3:46 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 15m
🗓️
2 Status: Scheduled Sep 24, 10:20 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-09-26T12:15:00.000+0000
3.0 business days
🔧
Status: Tech On Site by Erwin Forster Sep 26, 9:00 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 1d 22h
✔️
Status: Completed by Erwin Forster Sep 26, 9:26 AM
From: Tech On Site
To: Completed
Duration in Previous: 25m
⏱️
3x Labor Added Sep 26, 7:31 PM
Type: Labor, Travel
Status: Open
Qty: 0.5, 7
🏁
Status: Closed by Erwin Forster Sep 26, 7:40 PM
From: Completed
To: Closed
Duration in Previous: 10h 13m
3.5 business days
📄
2 Status: Ready to Bill Oct 1, 3:35 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Nancy Suarez
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
🧾
Invoice Created Oct 2, 11:02 AM
Invoice Number: SM-242565

Bottlenecks

Assigned
Duration: 1.5 business days (threshold: 4.0 business hours)
Exceeded by 1.0 business days
Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00529609
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P5
Type
Misc. Inspection
Branch
N/A
Technician
Erwin Forster
Scheduled
Sep 26, 8:15 AM
Created
Sep 23, 3:31 PM
Invoice #
SM-242565

Work Details (3)

Name Type Status Qty Amount Date
WL-02951443 Labor Open 0.5 $149.00 Sep 26, 7:31 PM
WL-02951444 Labor Open 0.5 $149.00 Sep 26, 7:31 PM
WL-02951445 Travel Open 7 - Sep 26, 7:31 PM

Details