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WO-01310139 ↗ ServiceMax

TRIVALLEY PRIMARY CARE • Inspection • PSM

📍 TriVallay Franconia Office — 211 Telford Pike, Telford PA, 18969

Oct 17, 2025 → Jan 7, 2026

✅ Completed
PSM
SLA Clock
Last business day of October 2025 · Target: Oct 31, 2025
✗ SLA Missed (42 biz days late)
Active: 53 biz days
🕐 Clock stopped: Completed (Jan 7, 2026)
▶ Clock Running
Status: Created
Oct 17 → Oct 17, 2025
0 business days (counted)
Running total: 0 of ? biz days used
6d
▶ Clock Running
Status: Ready for Scheduling
Oct 17 → Oct 27, 2025
6 business days (counted)
Running total: 6 of ? biz days used
41d
▶ Clock Running
Status: Assigned
Oct 27 → Dec 29, 2025
41 business days (counted)
Running total: 47 of ? biz days used
▶ Clock Running
Status: Scheduled
Dec 29 → Dec 31, 2025
2 business days (counted)
Running total: 49 of ? biz days used
▶ Clock Running
Status: Tech On Site
Dec 31 → Dec 31, 2025
0 business days (counted)
Running total: 49 of ? biz days used
▶ Clock Running
Status: Reschedule
Dec 31 → Jan 5, 2026
2 business days (counted)
Running total: 51 of ? biz days used
▶ Clock Running
Status: Scheduled
Jan 5 → Jan 7, 2026
2 business days (counted)
Running total: 53 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jan 7 → Jan 7, 2026
0 business days (counted)
Running total: 53 of ? biz days used
Created: Oct 17, 2025 Completed: Jan 7, 2026
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Oct 17 → Oct 17 Created ▶ Running 0 0
Oct 17 → Oct 27 Ready for Scheduling ▶ Running 6 6
Oct 27 → Dec 29 Assigned ▶ Running 41 47
Dec 29 → Dec 31 Scheduled ▶ Running 2 49
Dec 31 → Dec 31 Tech On Site ▶ Running 0 49
Dec 31 → Jan 5 Reschedule ▶ Running 2 51
Jan 5 → Jan 7 Scheduled ▶ Running 2 53
Jan 7 → Jan 7 Tech On Site ▶ Running 0 53
Dispatch 0.0d
Coordinators 56.4d
Field Work 1.4d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
56.4 days
Over SLA
Field Work
1.4 days
Billing
0.0 days
Created: Oct 17, 2025 Due: Dec 31, 2025 Completed: Jan 7, 2026 (6 days late)
📅
54.0 days Total Age
⏱️
41.8d in Assigned Longest Stage
🔄
11 transitions Status Changes
⚠️
49.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
10 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits (1 reschedule)
2 on-site visits — follow-up trip required
👤 Self-scheduled by Philip Krogstad — scheduling delays attributed to technician, not coordinators
Visit 1 Dec 31, 2025
Visit 2 Jan 7, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00536340
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 68 pcs https://www.ebiotrack.com/inspection.php?iid=30727
Priority
Standard
Origin
Email
Reason
New Case
Contact
Eneida Gardiner
Owner
Jessica Sells
Created
Oct 17, 2025
Work Orders from this Case (1)
WO-01310139 (current) Invoiced
Inspection • Philip Krogstad
Created: Oct 17, 2025 • Closed: Jan 7, 2026
Completed with significant delays
Invoiced • 138 days old
🚨
Primary Delay 41.8 days stuck in "Assigned"
⏱️
Total Delay 49.1 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
7.0d / 1.0d SLA
Assigned
41.8d / 0.5d SLA
Scheduled
5.2d / 2.0d SLA
Tech On Site
1.2d / 1.0d SLA
Reschedule
2.3d / 2.0d SLA
Completed
0.2d / 1.0d SLA
Closed
1.2d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

1/5 MOwens Sent a FU email to Eneida Gardiner about scheduling the return visit for this Wed. 1/7 after 1pm. She replied back that will work for her this Wed afternoon.

12/31/25 RBerry- Placed WO into reschedule status. Technician needs about an hour and a half more at this site. Site closed early on date WO was scheduled.


12/31/2025 - PKrogstad. Was not able to complete inspection due to site closing early for the holiday. Return trip needed

12/29 MOwens Called and spoke to Eneida Gardiner. Scheduled the inspection visit for 12/31 between 8-12.

12/03/2025 LHill-Called 215-723-7833 for Eneida Gardiner. operator said she would call me back. **Note for Laura**when I put on techs calendar please allow 4-5 hours.

🔧 Work Performed
12-31-25. Completed most of annual inspection. Lab and otoscopes not completed. Site closed early and I did not have time to finish. Return trip needed. 1/7/2026- Finished equipment inspection. (66 pcs). Worked with staff to find all equipment.
🔍 Technician Findings
Checked in with manager. Perform annual equipment inspection.
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 68 pcs https://www.ebiotrack.com/inspection.php?iid=30727

Timeline

📞
Case Linked Oct 17, 7:00 AM
Case Number: 00536340
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Oct 17, 11:34 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Jessica Sells
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⚠️ 7.0 business days
👷
▶
2 Technician Assigned Oct 27, 1:21 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 10d 1h
🚨 42.0 business days
🗓️
▶
2 Status: Scheduled Dec 29, 11:25 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-12-31T13:00:00.000+0000
⏳ 3.0 business days
🔧
Status: Tech On Site by Philip Krogstad Dec 31, 8:32 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 1d 21h
⏱️
3x Labor Added Dec 31, 1:00 PM
Type: Labor, Travel
Status: Open
Qty: 1.5, 4.5, 58
⏱️
2x Labor Added Dec 31, 2:49 PM
Type: Labor, Travel
Status: Open
Qty: 1.5, 58
🔄
Status: Reschedule by Rhea Berry Dec 31, 4:36 PM
From: Tech On Site
To: Reschedule
Duration in Previous: 8h 4m
⏳ 2.9 business days
🗓️
▶
2 Status: Scheduled Jan 5, 4:34 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2026-01-07T19:00:00.000+0000
⏳ 2.9 business days
🔧
Status: Tech On Site by Philip Krogstad Jan 7, 2:14 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 1d 21h
⏱️
3x Labor Added Jan 7, 3:33 PM
Type: Labor, Travel
Status: Open
Qty: 0.75, 1.5, 24
✔️
Status: Completed by Philip Krogstad Jan 7, 3:48 PM
From: Tech On Site
To: Completed
Duration in Previous: 1h 33m
⏱️
2x Labor Added Jan 7, 5:14 PM
Type: Labor, Travel
Status: Open
Qty: 1.5, 41
🏁
Status: Closed by Philip Krogstad Jan 7, 5:25 PM
From: Completed
To: Closed
Duration in Previous: 1h 37m
📄
▶
2 Status: Ready to Bill Jan 8, 4:46 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Nancy Suarez
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🧾
Invoice Created Jan 9, 4:17 PM
Invoice Number: SM-250859

Bottlenecks

Ready for Scheduling
Duration: 7.0 business days (threshold: 1.0 business days)
Exceeded by 6.0 business days
Assigned
Duration: 41.8 business days (threshold: 4.0 business hours)
Exceeded by 41.3 business days
Scheduled
Duration: 2.9 business days (threshold: 2.0 business days)
Exceeded by 7.6 business hours
Reschedule
Duration: 2.3 business days (threshold: 2.0 business days)
Exceeded by 2.4 business hours
Scheduled
Duration: 2.3 business days (threshold: 2.0 business days)
Exceeded by 2.4 business hours
Closed
Duration: 1.2 business days (threshold: 1.0 business days)
Exceeded by 1.6 business hours

🔗 Related Artifacts

📞
Case 00536340
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
EBS
Technician
Philip Krogstad
Scheduled
Jan 7, 2:00 PM
Created
Oct 17, 11:34 AM
Invoice #
SM-250859

Work Details (10)

Name Type Status Qty Amount Date
WL-03051586 Labor Open 1.5 $0.00 Dec 31, 1:00 PM
WL-03051587 Labor Open 4.5 $0.00 Dec 31, 1:00 PM
WL-03051588 Travel Open 58 - Dec 31, 1:00 PM
WL-03051723 Labor Open 1.5 $0.00 Dec 31, 2:49 PM
WL-03051724 Travel Open 58 - Dec 31, 2:49 PM
WL-03056474 Labor Open 0.75 $0.00 Jan 7, 3:33 PM
WL-03056475 Labor Open 1.5 $1,449.80 Jan 7, 3:33 PM
WL-03056476 Travel Open 24 - Jan 7, 3:33 PM
WL-03056661 Labor Open 1.5 $0.00 Jan 7, 5:14 PM
WL-03056662 Travel Open 41 - Jan 7, 5:14 PM

Details