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WO-01306372 ↗ ServiceMax

EZ WAY • Preventive Maintenance • PSM

📍 Edenwald — 800 Southerly Rd, Towson MD, 21286

Sep 26, 2025 → Nov 3, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (23 biz days late)
Active: 26 biz days
🕐 Clock stopped: Completed (Nov 4, 2025)
▶ Clock Running
Status: Created
Sep 26 → Sep 26, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 26 → Sep 26, 2025
0 business days (counted)
Running total: 0 of ? biz days used
19d
▶ Clock Running
Status: Assigned
Sep 26 → Oct 24, 2025
19 business days (counted)
Running total: 19 of ? biz days used
▶ Clock Running
Status: Entered
Oct 24 → Oct 24, 2025
0 business days (counted)
Running total: 19 of ? biz days used
▶ Clock Running
Status: On Hold
Oct 24 → Oct 27, 2025
1 business day (counted)
Running total: 20 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 27 → Oct 27, 2025
0 business days (counted)
Running total: 20 of ? biz days used
5d
▶ Clock Running
Status: Scheduled
Oct 27 → Nov 3, 2025
5 business days (counted)
Running total: 25 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 3 → Nov 4, 2025
1 business day (counted)
Running total: 26 of ? biz days used
Created: Sep 26, 2025 Completed: Nov 4, 2025
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Sep 26 → Sep 26 Created ▶ Running 0 0
Sep 26 → Sep 26 Ready for Scheduling ▶ Running 0 0
Sep 26 → Oct 24 Assigned ▶ Running 19 19
Oct 24 → Oct 24 Entered ▶ Running 0 19
Oct 24 → Oct 27 On Hold ▶ Running 1 20
Oct 27 → Oct 27 Ready for Scheduling ▶ Running 0 20
Oct 27 → Nov 3 Scheduled ▶ Running 5 25
Nov 3 → Nov 4 Tech On Site ▶ Running 1 26
Dispatch 0.0d
Holding 1.4d (excluded)
Coordinators 26.4d
Field Work 1.6d
Billing 2.4d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
1.4 days
Coordinators
26.4 days
Over SLA
Field Work
1.6 days
Over SLA
Billing
2.4 days
Created: Sep 26, 2025 Due: Oct 31, 2025 Completed: Nov 4, 2025 (3 days late)
📅
26.6 days Total Age
⏱️
19.4d in Assigned Longest Stage
🔄
12 transitions Status Changes
⚠️
25.5d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
1 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00530481
EZ Way - PM request for Edenwald/Towson, MD
Closed
Preventative Maintenance inspection requested for 2 EZ Way Lifts and 4 EZ Way Stands Inspection checklists and parts lists included along with Service Manuals. 1st visit- to complete inspections and record on paperwork if replacement parts are needed 2nd visit - possible depending on results from 1st visit and customer’s needs. Fm# 5-002S-SC – fill out for each Stand. Fm# 5-002L-SC – fill out for each Lift. **Fill out 2nd page on both forms if any replacement parts are needed. Please let Heather/EZ Way know date of appt: hmccormick@ezlifts.com EMSAR technician must return form# 5-002S-SC and form# 5-002L-SC for each unit. Each form must be signed by facility contact. If tech runs into any issues, please contact Service Dept (Casey or Heather) (800)627-8940 and press ‘3’ for Service (available 7:00 am to 4:30 pm Central Time)
Priority
Standard
Origin
Email
Reason
New Case
Contact
Lori Wolford
Owner
Sherry Reich
Created
Sep 25, 2025
Work Orders from this Case (6)
WO-01306369 Invoiced
Preventive Maintenance • Michael Harris
Created: Sep 26, 2025 • Closed: Dec 2, 2025
WO-01306370 Invoiced
Preventive Maintenance • Michael Harris
Created: Sep 26, 2025 • Closed: Dec 2, 2025
WO-01306371 Invoiced
Preventive Maintenance • Michael Harris
Created: Sep 26, 2025 • Closed: Dec 2, 2025
WO-01306372 (current) Invoiced
Preventive Maintenance • Michael Harris
Created: Sep 26, 2025 • Closed: Nov 3, 2025
WO-01306376 Invoiced
Preventive Maintenance • Michael Harris
Created: Sep 26, 2025 • Closed: Dec 2, 2025
WO-01306378 Invoiced
Preventive Maintenance • Michael Harris
Created: Sep 26, 2025 • Closed: Dec 2, 2025
Completed with significant delays
Invoiced • 159 days old
🚨
Primary Delay 19.4 days stuck in "Assigned"
⏱️
Total Delay 25.5 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
1.0d / 1.0d SLA
Assigned
19.4d / 0.5d SLA
On Hold
1.4d
Scheduled
6.0d / 2.0d SLA
Tech On Site
1.6d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
4.0d / 1.0d SLA
WO Correction Needed
2.4d
07e-Partial Project
16.0d
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

**Chatter to tech to complete/ attach signed client forms**

10/27 MOwens Lori Wolford called back and the visit is scheduled for first opening on Mon. 11/3 between 10-5.

10/24/25 RCook- Escalated WO to account manager due to contact issues.


10/24/25 RCook- LM with Lori Wolford to schedule. See logged call on WO-01306369


10/13 MOwens Sent an email to Lori Wolford asking about best days to schedule the PM visit.

10/7 MOwens Called to speak to Lori. Left another vm for her to call back to schedule the inspection visit during Oct.

10/6 MOwens Called to speak to Lori Wolford. Left a vm for her to call back to schedule the PM service visit during Oct.

🔧 Work Performed
pm was completed. the sit-to-stand safety program checklist was com pleted with no errors noted.
🔍 Technician Findings
Preventative Maintenance inspection requested for 2 EZ Way Lifts and 4 EZ Way Stands
⚠️ Problem Description
Preventative Maintenance inspection requested for 2 EZ Way Lifts and 4 EZ Way Stands Inspection checklists and parts lists included along with Service Manuals. 1st visit- to complete inspections and record on paperwork if replacement parts are needed 2nd visit - possible depending on results from 1st visit and customer’s needs. Fm# 5-002S-SC – fill out for each Stand. Fm# 5-002L-SC – fill out for each Lift. **Fill out 2nd page on both forms if any replacement parts are needed. Please let Heather/EZ Way know date of appt: hmccormick@ezlifts.com EMSAR technician must return form# 5-002S-SC and form# 5-002L-SC for each unit. Each form must be signed by facility contact. If tech runs into any issues, please contact Service Dept (Casey or Heather) (800)627-8940 and press ‘3’ for Service (available 7:00 am to 4:30 pm Central Time)
📄 Description
EZ-Way Smart Stand, Sit to Stand Patient Lift (S400PN, S400PS, S500PN, S500PS)

Timeline

📞
Case Linked Sep 25, 3:59 PM
Case Number: 00530481
Subject: EZ Way - PM request for Edenwald/Towson, MD
Status: Closed
📋
2 Work Order Created Sep 26, 8:49 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
👷
2 Technician Assigned Sep 26, 4:52 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 8h 2m
🚨 19.9 business days
🆕
Status: Entered by Rhea Berry Oct 24, 4:43 PM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 27d 23h, 0m
1.9 business days
📅
3 Status: Ready for Scheduling Oct 27, 10:55 AM
Status: Ready for Scheduling → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Melissa Owens
Technician: Michael Harris
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-11-03T15:00:00.000+0000
⚠️ 6.0 business days
🔧
Status: Tech On Site by Michael Harris Nov 3, 11:11 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 1h
⏱️
Labor Added Nov 3, 11:38 PM
Type: Labor
Status: Open
Qty: 0.65
✔️
Status: Completed by Michael Harris Nov 3, 11:45 PM
From: Tech On Site
To: Completed
Duration in Previous: 12h 34m
🏁
Status: Closed by Michael Harris Nov 3, 11:57 PM
From: Completed
To: Closed
Duration in Previous: 11m
3.0 business days
✏️
Status: WO Correction Needed by Diane Patton Nov 6, 9:07 AM
From: Closed
To: WO Correction Needed
Duration in Previous: 2d 9h
2.0 business days
🏁
Status: Closed by Michael Harris Nov 9, 10:14 PM
From: WO Correction Needed
To: Closed
Duration in Previous: 3d 13h
📋
Status: 07e-Partial Project by Diane Patton Nov 10, 9:04 AM
From: Closed
To: 07e-Partial Project
Duration in Previous: 10h 50m
🚨 16.0 business days
📄
3 Status: Ready to Bill Dec 4, 11:39 AM
Status: Ready to Bill → Status: Invoiced → Invoice Created
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🧾
Invoice Created
Invoice Number: SM-248171

Bottlenecks

Assigned
Duration: 19.4 business days (threshold: 4.0 business hours)
Exceeded by 18.9 business days
Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Tech On Site
Duration: 1.6 business days (threshold: 1.0 business days)
Exceeded by 4.6 business hours
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00530481
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
Corporate
Technician
Michael Harris
Scheduled
Nov 3, 10:00 AM
Created
Sep 26, 8:49 AM
Invoice #
SM-248171

Work Details (1)

Name Type Status Qty Amount Date
WL-02995221 Labor Open 0.65 $150.00 Nov 3, 11:38 PM

Details