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WO-01307731 ↗ ServiceMax

Richard A. Levy, M.D. • Inspection • PSM

📍 Richard A. Levy, M.D. — 3580 California St. # 302, San Francisco CA, 94118

Oct 3, 2025 → Oct 22, 2025

✅ Completed
PSM
SLA Clock
Last business day of October 2025 · Target: Oct 31, 2025
✓ SLA Met (8 biz days early)
Active: 11 biz days
🕐 Clock stopped: Completed (Oct 21, 2025)
▶ Clock Running
Status: Created
Oct 3 → Oct 3, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 3 → Oct 3, 2025
0 business days (counted)
Running total: 0 of ? biz days used
9d
▶ Clock Running
Status: Assigned
Oct 3 → Oct 17, 2025
9 business days (counted)
Running total: 9 of ? biz days used
2d
▶ Clock Running
Status: Scheduled
Oct 17 → Oct 21, 2025
2 business days (counted)
Running total: 11 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 21 → Oct 21, 2025
0 business days (counted)
Running total: 11 of ? biz days used
Created: Oct 3, 2025 Completed: Oct 21, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Oct 3 → Oct 3 Created ▶ Running 0 0
Oct 3 → Oct 3 Ready for Scheduling ▶ Running 0 0
Oct 3 → Oct 17 Assigned ▶ Running 9 9
Oct 17 → Oct 21 Scheduled ▶ Running 2 11
Oct 21 → Oct 21 Tech On Site ▶ Running 0 11
Dispatch 0.0d
Coordinators 12.5d
Field Work 0.6d
Billing 0.0d
✓ SLA Met
Dispatch
0.0 days
Coordinators
12.5 days
Over SLA
Field Work
0.6 days
Billing
0.0 days
Created: Oct 3, 2025 Due: Nov 11, 2025 Completed: Oct 22, 2025 (20 days early)
📅
12.1 days Total Age
⏱️
9.4d in Assigned Longest Stage
🔄
8 transitions Status Changes
⚠️
11.9d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00532854
do not see a contract 10/3 sent chatter
Closed
Inspection: Initial Annual Inspection Service https://www.ebiotrack.com/inspection.php?iid=30496
Priority
Standard
Origin
Email
Reason
New Case
Contact
EMSAR EMSAR
Owner
Jessica Sells
Created
Oct 3, 2025
Work Orders from this Case (1)
WO-01307731 (current) Invoiced
Inspection • Angel Rios
Created: Oct 3, 2025 • Closed: Oct 22, 2025
Completed with significant delays
Invoiced • 152 days old
🚨
Primary Delay 9.4 days stuck in "Assigned"
⏱️
Total Delay 11.9 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
0.1d / 1.0d SLA
Assigned
9.4d / 0.5d SLA
Scheduled
3.0d / 2.0d SLA
Tech On Site
0.0d / 1.0d SLA
Completed
0.6d / 1.0d SLA
Closed
3.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/21 ARios - Actual tech on site was 12pm

10-17 Mburris email from POC to set

10-17 Mburris email sent to POC

🔧 Work Performed
Performed initial annual inspection service on all medical equipment requested by the customer. The defibrillator (Asset #13271813) did not pass inspection due to an expired battery and defibrillation pads. Customer contact (Ben Umili) requested that EMSAR replace these accessories as soon as possible, preferably by next week. Photos of both expired accessories have been attached to the inspection record in eBioTrack.
🔍 Technician Findings
Perform Initial Annual Inspection Service for medical equipment.
⚠️ Problem Description
Inspection: Initial Annual Inspection Service https://www.ebiotrack.com/inspection.php?iid=30496

Timeline

📞
Case Linked Oct 3, 2:11 PM
Case Number: 00532854
Subject: do not see a contract 10/3 sent chatter
Status: Closed
📋
2 Work Order Created Oct 3, 3:43 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Jessica Sells
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Oct 3, 4:53 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1h 9m
⚠️ 9.9 business days
🗓️
2 Status: Scheduled Oct 17, 10:33 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2025-10-21T17:00:00.000+0000
3.0 business days
🔧
3 Status: Tech On Site Oct 21, 7:21 PM
Status: Tech On Site → 3x Labor Added → Status: Completed
⏱️
3x Labor Added
Type: Labor, Travel
Status: Open
Qty: 3, 95
✔️
Status: Completed by Angel Rios
From: Tech On Site
To: Completed
Duration in Previous: 3m
⏱️
2x Labor Added Oct 22, 12:04 AM
Type: Labor
Status: Open
Qty: 4.5, 3
🏁
Status: Closed by Angel Rios Oct 22, 12:21 AM
From: Completed
To: Closed
Duration in Previous: 4h 56m
3.0 business days
📄
2 Status: Ready to Bill Oct 24, 9:31 AM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
2.0 business days
🧾
Invoice Created Oct 27, 4:37 PM
Invoice Number: SM-244646

Bottlenecks

Assigned
Duration: 9.4 business days (threshold: 4.0 business hours)
Exceeded by 8.9 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 00532854
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Angel Rios
Scheduled
Oct 21, 1:00 PM
Created
Oct 3, 3:43 PM
Invoice #
SM-244646

Work Details (5)

Name Type Status Qty Amount Date
WL-02979094 Labor Open 3 $0.00 Oct 21, 7:24 PM
WL-02979095 Travel Open 95 $0.00 Oct 21, 7:24 PM
WL-02979096 Travel Open 95 $0.00 Oct 21, 7:24 PM
WL-02979438 Labor Open 4.5 $1,595.00 Oct 22, 12:04 AM
WL-02979439 Labor Open 3 $0.00 Oct 22, 12:04 AM

Details