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WO-01308259 ↗ ServiceMax

TRIVALLEY PRIMARY CARE • Inspection • PSM

📍 TriValley Lower Salford Office Harleysville — 682 Main Street, Harleysville PA, 19438

Oct 8, 2025 → Dec 26, 2025

✅ Completed
PSM
SLA Clock
Last business day of October 2025 · Target: Oct 31, 2025
✗ SLA Missed (35 biz days late)
Active: 52 biz days
🕐 Clock stopped: Completed (Dec 26, 2025)
▶ Clock Running
Status: Created
Oct 8 → Oct 8, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 8 → Oct 8, 2025
0 business days (counted)
Running total: 0 of ? biz days used
45d
▶ Clock Running
Status: Assigned
Oct 8 → Dec 16, 2025
45 business days (counted)
Running total: 45 of ? biz days used
7d
▶ Clock Running
Status: Scheduled
Dec 16 → Dec 26, 2025
7 business days (counted)
Running total: 52 of ? biz days used
▶ Clock Running
Status: Tech On Site
Dec 26 → Dec 26, 2025
0 business days (counted)
Running total: 52 of ? biz days used
Created: Oct 8, 2025 Completed: Dec 26, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Oct 8 → Oct 8 Created ▶ Running 0 0
Oct 8 → Oct 8 Ready for Scheduling ▶ Running 0 0
Oct 8 → Dec 16 Assigned ▶ Running 45 45
Dec 16 → Dec 26 Scheduled ▶ Running 7 52
Dec 26 → Dec 26 Tech On Site ▶ Running 0 52
Dispatch 0.0d
Coordinators 53.4d
Field Work 1.2d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
53.4 days
Over SLA
Field Work
1.2 days
Created: Oct 8, 2025 Due: Dec 31, 2025 Completed: Dec 26, 2025 (5 days early)
📅
53.0 days Total Age
⏱️
46.0d in Assigned Longest Stage
🔄
7 transitions Status Changes
⚠️
50.9d 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 #00533791
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 51 Pcs https://www.ebiotrack.com/inspection.php?iid=30594
Priority
Standard
Origin
Email
Reason
New Case
Contact
Jenny Yoder
Owner
Kimberly Hardison
Created
Oct 8, 2025
Work Orders from this Case (1)
WO-01308259 (current) Invoiced
Inspection • Philip Krogstad
Created: Oct 8, 2025 • Closed: Dec 26, 2025
Completed with significant delays
Invoiced • 147 days old
🚨
Primary Delay 46.0 days stuck in "Assigned"
⏱️
Total Delay 50.9 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
0.0d / 1.0d SLA
Assigned
46.0d / 0.5d SLA
Scheduled
7.4d / 2.0d SLA
Tech On Site
0.4d / 1.0d SLA
Completed
0.7d / 1.0d SLA
Closed
1.1d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

12/16 MOwens Kierstin replied back asking if 12/26 was available for the inspection visit. I replied back yes we can schedule for that day. Asked what time can the tech start. She said anytime after 8am works for her.

12/03/2025 LHill-sent email to Kierstin-There are 51 pcs of equipment that we need to inspect. Looks like it will be base charger, sphygmomanometer, exam table, Mercury BP manometer, thermometer, pulse oximeter, infant scale, dial BP gauge, EKG, digital adult scale, autoclave, microscope, AED. Looks like its a variety of equipment.



12/03/2025 LHill-rec'd email from Kierstin Bevilacqua-

I appreciate you reaching out via email. Before we confirm a date for inspection- can you verify what will be inspected? I assume the autoclave and centrifuges- what about scales, blood pressure cuffs, thermometers, EKG, fridge thermometers? I am new to this position and am unsure if those are things you guys do as well. 

See logged email.


12/03/2025 LHill-sent email to Jenny Yoder at lsas@trivalleypc.com trying to schedule inspection. Offered 12/18 with tech arrival 8-10.


12/03/2025 LHill-Called 215-256-8040 for Jenny Yoder. Operator asked why I was calling and placed me on hold to go find someone for me to speak with. I was on hold for 8 mins and then it was disconnected.

🔧 Work Performed
Perform annual equipment inspection (48 pcs). Worked with staff to find all equipment.
🔍 Technician Findings
Check in with manager. Perform annual equipment inspection
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 51 Pcs https://www.ebiotrack.com/inspection.php?iid=30594

Timeline

📞
Case Linked Oct 8, 7:00 AM
Case Number: 00533791
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Oct 8, 9:43 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
▶
2 Technician Assigned Oct 8, 9:57 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 13m
🚨 46.0 business days
🗓️
▶
2 Status: Scheduled Dec 16, 4:11 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-12-26T14:00:00.000+0000
⚠️ 8.0 business days
🔧
Status: Tech On Site by Philip Krogstad Dec 26, 9:09 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 9d 16h
⏱️
▶
2 3x Labor Added Dec 26, 12:24 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Philip Krogstad
From: Tech On Site
To: Completed
Duration in Previous: 3h 18m
🏁
Status: Closed by Philip Krogstad Dec 26, 6:27 PM
From: Completed
To: Closed
Duration in Previous: 5h 59m
⏳ 1.7 business days
📄
▶
2 Status: Ready to Bill Dec 29, 2:50 PM
Status: Ready to Bill → Invoice Created
🧾
Invoice Created
Invoice Number: SM-250087

Bottlenecks

Assigned
Duration: 46.0 business days (threshold: 4.0 business hours)
Exceeded by 45.5 business days
Scheduled
Duration: 7.4 business days (threshold: 2.0 business days)
Exceeded by 5.4 business days
Closed
Duration: 1.1 business days (threshold: 1.0 business days)
Exceeded by 0.5 business hours

🔗 Related Artifacts

📞
Case 00533791
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
EBS
Technician
Philip Krogstad
Scheduled
Dec 26, 9:00 AM
Created
Oct 8, 9:43 AM
Invoice #
SM-250087

Work Details (3)

Name Type Status Qty Amount Date
WL-03047977 Labor Open 1.5 $0.00 Dec 26, 12:24 PM
WL-03047978 Labor Open 3.5 $1,021.40 Dec 26, 12:24 PM
WL-03047979 Travel Open 37 - Dec 26, 12:24 PM

Details