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WO-01308548 ↗ ServiceMax

Crossover Health Management Services • Repair • P3

📍 Crossover Health - Cisco Building — 3571 N First St, San Jose CA, 95134

Oct 9, 2025 → Nov 5, 2025

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Oct 15, 2025
✗ SLA Missed (5 biz days late)
Active: 8 biz days
Paused: 10 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Nov 5, 2025)
SLA Target
▶ Clock Running
Status: Created
Oct 9 → Oct 9, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: L2 Screening
Oct 9 → Oct 9, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
⏸10d
⏸ Clock Paused
Status: Awaiting Parts
Oct 9 → Oct 24, 2025
10 business days (not counted)
1d
▶ Clock Running
Status: Reschedule
Oct 24 → Oct 27, 2025
1 business day (counted)
Running total: 1 of 3 biz days used
▶ Clock Running
Status: Assigned
Oct 27 → Oct 28, 2025
1 business day (counted)
Running total: 2 of 3 biz days used
6d
▶ Clock Running
Status: Scheduled
Oct 28 → Nov 5, 2025
6 business days (counted)
Running total: 8 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Nov 5 → Nov 5, 2025
0 business days (counted)
Running total: 8 of 3 biz days used
Created: Oct 9, 2025 Completed: Nov 5, 2025
Business Days Used 8 / 3
0 3d budget +5d over
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Oct 9 → Oct 9 Created ▶ Running 0 0 / 3
Oct 9 → Oct 9 L2 Screening ▶ Running 0 0 / 3
Oct 9 → Oct 24 Awaiting Parts ⏸ Paused 10
Oct 24 → Oct 27 Reschedule ▶ Running 1 1 / 3
Oct 27 → Oct 28 Assigned ▶ Running 1 2 / 3
Oct 28 → Nov 5 Scheduled ▶ Running 6 8 / 3
Nov 5 → Nov 5 Tech On Site ▶ Running 0 8 / 3
Dispatch 0.0d
Material Management 11.0d
Coordinators 10.9d
Field Work 0.1d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Material Management
11.0 days
Over SLA
Coordinators
10.9 days
Over SLA
Field Work
0.1 days
Billing
0.0 days
Created: Oct 9, 2025 Due: Oct 28, 2025 Completed: Nov 5, 2025 (7 days late)
📅
19.0 days Total Age
⏱️
11.0d in Awaiting Parts Longest Stage
🔄
10 transitions Status Changes
⚠️
15.8d over Total Delay
📦
1 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 #00532947
eBiotrack - New Work Order Request - Inspection Repair
Closed
Q-00030506 Crossover Health - Cisco Building Site: Crossover Health - Cisco Building Customer: Crossover Health Management Services Customer #: 2860713 3571 N First St San Jose, CA 95134 Inspection #: 30137 Asset ID: 13271791 Model: Dynatronics - T3 Notes: Unit passed electrical safety and functional testing. Noted that the back recliner is missing a clevis pin and cotter pin. Required clevis pin size: 5/16\" diameter × 1 ½\" length, with cotter pin for retention.Follow-up required. Parts Needed- Emsar to follow up with quote for needed replacement part. part needed P/N 2XAK3 x 1
Priority
Standard
Origin
Email
Reason
New Case
Contact
Edgar Chavez
Owner
Sherry Reich
Created
Oct 3, 2025
Work Orders from this Case (1)
WO-01308548 (current) Invoiced
Repair • Angel Rios
Created: Oct 9, 2025 • Closed: Nov 5, 2025
Completed with significant delays
Invoiced • 146 days old
🚨
Primary Delay 11.0 days stuck in "Awaiting Parts"
⏱️
Total Delay 15.8 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
L2 Screening
0.0d / 1.0d SLA
Awaiting Parts
11.0d / 3.0d SLA
Reschedule
2.0d / 2.0d SLA
Assigned
2.0d / 0.5d SLA
Scheduled
6.9d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Closed
2.5d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10-28 Mburris called spoke with Edgar Chavez and set appt 

10/27/2025 LHill-sent email to Edgar Chavez at edgar.chavez@crossoverhealth.com trying to schedule tech visit. Offered 10/30 with tech arrival between 9am-11am.


10/27/2025 LHill-Called (925) 234-6755 for Edgar Chavez trying to schedule tech visit. mailbox is full. Unable to leave a message.


10/27/25 RCook- Updated due date based on parts. Removed delay code.

🔧 Work Performed
Arrived on site and the customer directed me to the room where the physical therapy table needed service.. Table was already repaired — someone had already installed the missing hardware. Unit returned to service.
🔍 Technician Findings
Arrived on site and the customer directed me to the room where the physical therapy table needed service.
⚠️ Problem Description
Q-00030506 Crossover Health - Cisco Building Site: Crossover Health - Cisco Building Customer: Crossover Health Management Services Customer #: 2860713 3571 N First St San Jose, CA 95134 Inspection #: 30137 Asset ID: 13271791 Model: Dynatronics - T3 Notes: Unit passed electrical safety and functional testing. Noted that the back recliner is missing a clevis pin and cotter pin. Required clevis pin size: 5/16\" diameter × 1 ½\" length, with cotter pin for retention.Follow-up required. Parts Needed- Emsar to follow up with quote for needed replacement part. part needed P/N 2XAK3 x 1 https://www.ebiotrack.com/workorder.php?wo=68827

Timeline

📞
Case Linked Oct 3, 7:36 PM
Case Number: 00532947
Subject: eBiotrack - New Work Order Request - Inspection Repair
Status: Closed
4.5 business days
📋
4 Work Order Created Oct 9, 11:36 AM
Work Order Created → Status: L2 Screening → Parts Requested → Status: Awaiting Parts
🔍
Status: L2 Screening by Sherry Reich
From: Entered
To: L2 Screening
Duration in Previous: 0m
📦
Parts Requested
Order: 00083245
Status: Closed
📦
Status: Awaiting Parts by Dave Creditt
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 3m
🚨 11.0 business days
🔩
2 2x Parts Added Oct 24, 10:47 AM
2x Parts Added → Status: Reschedule
🔄
Status: Reschedule by Keith Fricke
From: Awaiting Parts
To: Reschedule
Duration in Previous: 14d 23h
2.0 business days
👷
2 Technician Assigned Oct 27, 11:43 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: Reschedule
To: Assigned
Duration in Previous: 3d 0h
2.0 business days
🗓️
2 Status: Scheduled Oct 28, 1:02 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2025-11-05T17:00:00.000+0000
⚠️ 7.0 business days
🔧
Status: Tech On Site by Angel Rios Nov 5, 2:38 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 8d 2h
⏱️
2 3x Labor Added Nov 5, 3:16 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Angel Rios
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 38m, 0m
3.0 business days
📄
2 Status: Ready to Bill Nov 7, 2:30 PM
Status: Ready to Bill → Status: Invoice Pending
📨
Status: Invoice Pending by Diane Patton
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 1m
💰
Status: Invoiced by Diane Patton Nov 7, 2:35 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 3m
2.0 business days
🧾
Invoice Created Nov 10, 4:33 PM
Invoice Number: SM-246041

Bottlenecks

Awaiting Parts
Duration: 11.0 business days (threshold: 3.0 business days)
Exceeded by 8.0 business days
Assigned
Duration: 2.0 business days (threshold: 4.0 business hours)
Exceeded by 1.5 business days
Scheduled
Duration: 6.9 business days (threshold: 2.0 business days)
Exceeded by 4.9 business days
Closed
Duration: 2.5 business days (threshold: 1.0 business days)
Exceeded by 1.5 business days

🔗 Related Artifacts

📞
Case 00532947
Closed
📦
Parts Order 00083245
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Repair
Branch
N/A
Technician
Angel Rios
Scheduled
Nov 5, 12:00 PM
Created
Oct 9, 11:36 AM
Invoice #
SM-246041

Work Details (5)

Name Type Status Qty Amount Date
WL-02982891 Parts Open 1 $16.34 Oct 24, 10:47 AM
WL-02982892 Expenses Open 1 $0.00 Oct 24, 10:47 AM
WL-02997310 Labor Open 2.75 $327.25 Nov 5, 3:16 PM
WL-02997311 Labor Open 0.5 $59.50 Nov 5, 3:16 PM
WL-02997312 Travel Open 118 $0.00 Nov 5, 3:16 PM

Details