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WO-01313124 ↗ ServiceMax

PLANNED PARENTHOOD OF GREATER NEW YORK • Evaluation • P5

📍 Project Street Beat 4th Floor — 349 East 149th Street 4th Floor, Bronx NY, 10451

Nov 5, 2025 → Dec 9, 2025

✅ Completed
P5
SLA Clock
5 business days from creation · Target: Nov 13, 2025
✗ SLA Missed (16 biz days late)
Active: 21 biz days
Budget: 5 biz days
🕐 Clock stopped: Completed (Dec 9, 2025)
SLA Target
▶ Clock Running
Status: Created
Nov 5 → Nov 5, 2025
0 business days (counted)
Running total: 0 of 5 biz days used
▶ Clock Running
Status: Ready for Scheduling
Nov 5 → Nov 5, 2025
0 business days (counted)
Running total: 0 of 5 biz days used
▶ Clock Running
Status: Assigned
Nov 5 → Nov 7, 2025
2 business days (counted)
Running total: 2 of 5 biz days used
11d
▶ Clock Running
Status: Scheduled
Nov 7 → Nov 25, 2025
11 business days (counted)
Running total: 13 of 5 biz days used
▶ Clock Running
Status: Tech On Site
Nov 25 → Nov 25, 2025
0 business days (counted)
Running total: 13 of 5 biz days used
2d
▶ Clock Running
Status: Reschedule
Nov 25 → Dec 1, 2025
2 business days (counted)
Running total: 15 of 5 biz days used
6d
▶ Clock Running
Status: Scheduled
Dec 1 → Dec 9, 2025
6 business days (counted)
Running total: 21 of 5 biz days used
▶ Clock Running
Status: Tech On Site
Dec 9 → Dec 9, 2025
0 business days (counted)
Running total: 21 of 5 biz days used
Created: Nov 5, 2025 Completed: Dec 9, 2025
Business Days Used 21 / 5
0 5d budget +16d over
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Nov 5 → Nov 5 Created ▶ Running 0 0 / 5
Nov 5 → Nov 5 Ready for Scheduling ▶ Running 0 0 / 5
Nov 5 → Nov 7 Assigned ▶ Running 2 2 / 5
Nov 7 → Nov 25 Scheduled ▶ Running 11 13 / 5
Nov 25 → Nov 25 Tech On Site ▶ Running 0 13 / 5
Nov 25 → Dec 1 Reschedule ▶ Running 2 15 / 5
Dec 1 → Dec 9 Scheduled ▶ Running 6 21 / 5
Dec 9 → Dec 9 Tech On Site ▶ Running 0 21 / 5
Dispatch 0.0d
Coordinators 24.9d
Field Work 0.7d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
24.9 days
Over SLA
Field Work
0.7 days
Billing
0.0 days
Created: Nov 5, 2025 Due: Dec 12, 2025 Completed: Dec 9, 2025 (3 days early)
📅
22.0 days Total Age
⏱️
12.0d in Scheduled Longest Stage
🔄
11 transitions Status Changes
⚠️
20.3d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
9 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 Mohamed Shareed — scheduling delays attributed to technician, not coordinators
Visit 1 Nov 25, 2025
Visit 2 Dec 9, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00536721
11/5 r/o to Rhonnie via teams, eval or repair
Closed
Q-00030885 Inspection #: 10257 Asset ID: 13207779 Model: Welch Allyn - 901067 Notes: Flex arm is broken from base. Recommend opening a repair to troubleshoot and identify all requested parts needed for repair. Out of tolerance. Recommend remove from service. The technician will need to evaluate the unit and determine if parts are needed for repairs.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Dwayne LaFleur
Owner
Sherry Reich
Created
Oct 20, 2025
Work Orders from this Case (1)
WO-01313124 (current) Invoiced
Evaluation • Mohamed Shareed
Created: Nov 5, 2025 • Closed: Dec 9, 2025
Completed with significant delays
Invoiced • 119 days old
🚨
Primary Delay 12.0 days stuck in "Scheduled"
⏱️
Total Delay 20.3 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
0.2d / 1.0d SLA
Assigned
3.0d / 0.5d SLA
Scheduled
18.7d / 2.0d SLA
Tech On Site
0.6d / 1.0d SLA
Reschedule
3.0d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
3.1d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
12/1 KSmith -- Scheduled for 12/9 per Dwayne's request

12/1 KSmith -- Sent email to Dwayne providing available dates in December to reschedule service

11/25 KSmith -- Sent email to Dwayne providing available dates in December to reschedule service

11/25/25 MShareed- Arrived onsite spoke to Alice/Dwayne advised mobile unit will not be onsite today. WO will need to be reschduled. 

11/7 KSmith -- Scheduled for 11/25 with Dwayne per their request. The unit is out scheduled at events over the next couple of weeks.

11/7 KSmith -- Sent email to Dwayne to schedule for 11/17

11/6 KSmith -- Sent email to schedule for Friday

11/5 KSmith -- Sent email to schedule for Friday

🔧 Work Performed
11/25/25 MShareed- Arrived onsite spoke to Alice/Dwayne advised mobile unit will not be onsite today. WO will need to be reschduled. 12/9/25 MShareed- Disassembled light adjusted bushings and reassembled. Tested all functions with customer no faults.
🔍 Technician Findings
11/25/25 MShareed- Arrived onsite spoke to Alice/Dwayne advised mobile unit will not be onsite today. WO will need to be reschduled. 12/9/25 MShareed- Found light goose neck separated from base.
⚠️ Problem Description
Q-00030885 Inspection #: 10257 Asset ID: 13207779 Model: Welch Allyn - 901067 Notes: Flex arm is broken from base. Recommend opening a repair to troubleshoot and identify all requested parts needed for repair. Out of tolerance. Recommend remove from service. The technician will need to evaluate the unit and determine if parts are needed for repairs. https://www.ebiotrack.com/omnicor/workorder.php?wo=7003

Timeline

📞
Case Linked Oct 20, 9:39 AM
Case Number: 00536721
Subject: 11/5 r/o to Rhonnie via teams, eval or repair
Status: Closed
🚨 13.0 business days
📋
2 Work Order Created Nov 5, 9:21 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
👷
2 Status: Assigned Nov 5, 11:17 AM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Kourtney Smith
Technician: a0h5A00000HDTDDQA5, Mohamed Shareed
3.0 business days
🗓️
2 Status: Scheduled Nov 7, 9:51 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-25T13:30:00.000+0000
🚨 12.0 business days
🔧
Status: Tech On Site by Mohamed Shareed Nov 25, 8:56 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 17d 23h
⏱️
2 4x Labor Added Nov 25, 9:28 AM
4x Labor Added → Status: Reschedule
🔄
Status: Reschedule by Mohamed Shareed
From: Tech On Site
To: Reschedule
Duration in Previous: 33m
3.0 business days
🗓️
2 Status: Scheduled Dec 1, 1:17 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-12-09T18:00:00.000+0000
⚠️ 7.0 business days
🔧
Status: Tech On Site by Mohamed Shareed Dec 9, 1:12 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 23h
⏱️
2 5x Labor Added Dec 9, 5:44 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Mohamed Shareed
From: Tech On Site
To: Completed
Duration in Previous: 4h 33m
🏁
Status: Closed by Mohamed Shareed Dec 9, 5:53 PM
From: Completed
To: Closed
Duration in Previous: 7m
3.8 business days
📄
2 Status: Ready to Bill Dec 12, 9:48 AM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
1.0 business days
🧾
Invoice Created Dec 14, 11:33 AM
Invoice Number: SM-248996

Bottlenecks

Assigned
Duration: 3.0 business days (threshold: 4.0 business hours)
Exceeded by 2.5 business days
Scheduled
Duration: 12.0 business days (threshold: 2.0 business days)
Exceeded by 10.0 business days
Reschedule
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days
Scheduled
Duration: 6.7 business days (threshold: 2.0 business days)
Exceeded by 4.7 business days
Closed
Duration: 3.1 business days (threshold: 1.0 business days)
Exceeded by 2.1 business days

🔗 Related Artifacts

📞
Case 00536721
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P5
Type
Evaluation
Branch
N/A
Technician
Mohamed Shareed
Scheduled
Dec 9, 1:00 PM
Created
Nov 5, 9:21 AM
Invoice #
SM-248996

Work Details (9)

Name Type Status Qty Amount Date
WL-03019454 Labor Open 0.75 $111.75 Nov 25, 9:28 AM
WL-03019455 Labor Open 0.75 $111.75 Nov 25, 9:28 AM
WL-03019456 Travel Open 5 $0.00 Nov 25, 9:28 AM
WL-03019457 Expenses Open 1 $0.00 Nov 25, 9:28 AM
WL-03032002 Labor Open 0.75 $111.75 Dec 9, 5:44 PM
WL-03032003 Labor Open 1.25 $186.25 Dec 9, 5:44 PM
WL-03032004 Labor Open 0.75 $0.00 Dec 9, 5:44 PM
WL-03032005 Travel Open 5 $0.00 Dec 9, 5:44 PM
WL-03032006 Travel Open 3 $0.00 Dec 9, 5:44 PM

Details