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WO-01307163 ↗ ServiceMax

PAGE-THEUS FUNERAL HOME • Preventive Maintenance • PSM

📍 PAGE-THEUS FUNERAL HOME — 914 W MAIN STREET, Leesburg FL, 34748

Oct 1, 2025 → Dec 4, 2025

✅ Completed
PSM
SLA Clock
Last business day of October 2025 · Target: Oct 31, 2025
✗ SLA Missed (21 biz days late)
Active: 43 biz days
🕐 Clock stopped: Completed (Dec 5, 2025)
▶ Clock Running
Status: Created
Oct 1 → Oct 1, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 1 → Oct 6, 2025
3 business days (counted)
Running total: 3 of ? biz days used
24d
▶ Clock Running
Status: Assigned
Oct 6 → Nov 11, 2025
24 business days (counted)
Running total: 27 of ? biz days used
▶ Clock Running
Status: Entered
Nov 11 → Nov 11, 2025
0 business days (counted)
Running total: 27 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Nov 11 → Nov 11, 2025
0 business days (counted)
Running total: 27 of ? biz days used
10d
▶ Clock Running
Status: Assigned
Nov 11 → Nov 25, 2025
10 business days (counted)
Running total: 37 of ? biz days used
4d
▶ Clock Running
Status: Scheduled
Nov 25 → Dec 3, 2025
4 business days (counted)
Running total: 41 of ? biz days used
▶ Clock Running
Status: Tech On Site
Dec 3 → Dec 5, 2025
2 business days (counted)
Running total: 43 of ? biz days used
Created: Oct 1, 2025 Completed: Dec 5, 2025
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Oct 1 → Oct 1 Created ▶ Running 0 0
Oct 1 → Oct 6 Ready for Scheduling ▶ Running 3 3
Oct 6 → Nov 11 Assigned ▶ Running 24 27
Nov 11 → Nov 11 Entered ▶ Running 0 27
Nov 11 → Nov 11 Ready for Scheduling ▶ Running 0 27
Nov 11 → Nov 25 Assigned ▶ Running 10 37
Nov 25 → Dec 3 Scheduled ▶ Running 4 41
Dec 3 → Dec 5 Tech On Site ▶ Running 2 43
Dispatch 0.0d
Coordinators 44.0d
Field Work 2.1d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
44.0 days
Over SLA
Field Work
2.1 days
Over SLA
Created: Oct 1, 2025 Due: Nov 26, 2025 Completed: Dec 4, 2025 (7 days late)
📅
43.0 days Total Age
⏱️
25.0d in Assigned Longest Stage
🔄
8 transitions Status Changes
⚠️
43.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
12 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 Rozier Cole — scheduling delays attributed to technician, not coordinators
Visit 1 Dec 3, 2025
Visit 2 Dec 4, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00531889
eBiotrack - Automated New Inspection Created
Closed
Semi-Annual Equipment PM 4 pieces https://www.ebiotrack.com/inspection.php?iid=30409
Priority
Standard
Origin
Email
Reason
New Case
Contact
Bill Ward
Owner
Sherry Reich
Created
Oct 1, 2025
Work Orders from this Case (1)
WO-01307163 (current) Invoiced
Preventive Maintenance • Rozier Cole
Created: Oct 1, 2025 • Closed: Dec 4, 2025
Completed with significant delays
Invoiced • 154 days old
🚨
Primary Delay 25.0 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
4.0d / 1.0d SLA
Assigned
35.0d / 0.5d SLA
Scheduled
5.0d / 2.0d SLA
Tech On Site
2.1d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
3.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/25 MOwens Called and spoke to Chris Brewer. Scheduled the service visit for Wed. 12/3 with arrival around 12pm.

11/12 MOwens Called to speak to Bill Ward. Left a vm for him to call back to schedule the PM service during next week.

11/11/25 AJinerson - Original assigned tech unable to travel this month to cover PM. Reassigning to tech who will be traveling to cover EMS work in FL.

10/24/25 AJinerson - Discussed w/ tech SUP. We will need to reassign to another EMS tech available to travel to cover EMS work in this area/Daytona area.

🔧 Work Performed
Ferno Washington Inc - Model 24 Serial #: L-643870 - Asset ID: 13261599 Ferno Washington Inc - Model 27-1 Serial #: L-85548 - Asset ID: 13261597 Ferno Washington Inc - Model 24 Serial #: L-93660 - Asset ID: 13261595 Ferno Washington Inc - Model 27-1 Serial #: L-737640 - Asset ID: 13261596
⚠️ Problem Description
Semi-Annual Equipment PM 4 pieces https://www.ebiotrack.com/inspection.php?iid=30409

Timeline

📞
Case Linked Oct 1, 1:01 AM
Case Number: 00531889
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Oct 1, 9:18 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⏳ 4.0 business days
👷
▶
2 Technician Assigned Oct 6, 9:31 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Scheduling
To: Assigned
Duration in Previous: 5d 0h
🚨 25.0 business days
🆕
▶
2 Status: Entered Nov 11, 9:02 AM
Status: Entered → Technician Assigned
👷
Technician Assigned by Abby Jinerson
Technician: Rozier Cole
🚨 10.0 business days
🗓️
▶
2 Status: Scheduled Nov 25, 9:03 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-12-03T17:00:00.000+0000
💵
2x Expenses Added Nov 25, 9:20 AM
Type: Expenses
Status: Open
Qty: 1
⚠️ 5.0 business days
🔧
Status: Tech On Site by Rozier Cole Dec 3, 1:35 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 8d 4h
⏳ 2.0 business days
✔️
Status: Completed by Rozier Cole Dec 4, 10:24 PM
From: Tech On Site
To: Completed
Duration in Previous: 1d 8h
⏱️
▶
2 10x Labor Added Dec 4, 10:37 PM
10x Labor Added → Status: Closed
🏁
Status: Closed by Ben Saur
From: Completed
To: Closed
Duration in Previous: 14m
⏳ 3.2 business days
📄
▶
2 Status: Ready to Bill Dec 9, 12:10 PM
Status: Ready to Bill → Invoice Created
🧾
Invoice Created
Invoice Number: SM-248559

Bottlenecks

Ready for Scheduling
Duration: 4.0 business days (threshold: 1.0 business days)
Exceeded by 3.0 business days
Assigned
Duration: 25.0 business days (threshold: 4.0 business hours)
Exceeded by 24.5 business days
Assigned
Duration: 10.0 business days (threshold: 4.0 business hours)
Exceeded by 9.5 business days
Scheduled
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Tech On Site
Duration: 2.1 business days (threshold: 1.0 business days)
Exceeded by 1.1 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00531889
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
ERLA - PROD
Technician
Rozier Cole
Scheduled
Dec 3, 12:00 PM
Created
Oct 1, 9:18 AM
Invoice #
SM-248559

Work Details (12)

Name Type Status Qty Amount Date
WL-03019449 Expenses Open 1 $0.00 Nov 25, 9:20 AM
WL-03019450 Expenses Open 1 $0.00 Nov 25, 9:20 AM
WL-03027428 Labor Open 2 $0.00 Dec 4, 10:37 PM
WL-03027429 Labor Open 2 $0.00 Dec 4, 10:37 PM
WL-03027430 Travel Open 87 $0.00 Dec 4, 10:37 PM
WL-03027431 Labor Open 1 $0.00 Dec 4, 10:37 PM
WL-03027432 Labor Open 1 $0.00 Dec 4, 10:37 PM
WL-03027433 Labor Open 2 $0.00 Dec 4, 10:37 PM
WL-03027434 Labor Open 0.5 $0.00 Dec 4, 10:37 PM
WL-03027435 Travel Open 22 $0.00 Dec 4, 10:37 PM
WL-03027436 Labor Open 8 $0.00 Dec 4, 10:37 PM
WL-03027437 Travel Open 465 $0.00 Dec 4, 10:37 PM

Details