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WO-01314684 ↗ ServiceMax

Valleygate Dental Surgery Center of Charlotte • Misc. Inspection • P5

📍 Valleygate Dental Surgery Center of Charlotte — 8415 Medical Plaza Dr., Charlotte NC, 28262

Nov 11, 2025 → Nov 20, 2025

✅ Completed
P5
SLA Clock
5 business days from creation · Target: Nov 18, 2025
✗ SLA Missed (2 biz days late)
Active: 7 biz days
Budget: 5 biz days
🕐 Clock stopped: Completed (Nov 20, 2025)
SLA Target
▶ Clock Running
Status: Created
Nov 11 → Nov 11, 2025
0 business days (counted)
Running total: 0 of 5 biz days used
▶ Clock Running
Status: Ready for Scheduling
Nov 11 → Nov 12, 2025
1 business day (counted)
Running total: 1 of 5 biz days used
▶ Clock Running
Status: Assigned
Nov 12 → Nov 12, 2025
0 business days (counted)
Running total: 1 of 5 biz days used
6d
▶ Clock Running
Status: Scheduled
Nov 12 → Nov 20, 2025
6 business days (counted)
Running total: 7 of 5 biz days used
▶ Clock Running
Status: Tech On Site
Nov 20 → Nov 20, 2025
0 business days (counted)
Running total: 7 of 5 biz days used
Created: Nov 11, 2025 Completed: Nov 20, 2025
Business Days Used 7 / 5
0 5d budget +2d over
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Nov 11 → Nov 11 Created ▶ Running 0 0 / 5
Nov 11 → Nov 12 Ready for Scheduling ▶ Running 1 1 / 5
Nov 12 → Nov 12 Assigned ▶ Running 0 1 / 5
Nov 12 → Nov 20 Scheduled ▶ Running 6 7 / 5
Nov 20 → Nov 20 Tech On Site ▶ Running 0 7 / 5
Coordinators 8.1d
Field Work 0.5d
✗ SLA Missed
Coordinators
8.1 days
Over SLA
Field Work
0.5 days
Created: Nov 11, 2025 Due: Nov 18, 2025 Completed: Nov 20, 2025 (1 days late)
📅
7.0 days Total Age
⏱️
7.0d in Scheduled Longest Stage
🔄
8 transitions Status Changes
⚠️
5.6d 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 #00542860
VG CLT Inspection
Closed
New Curing Light, Cavitron, and Portable O2 sensors x5 Inspection: New Miscellaneous Equipment Inspection https://www.ebiotrack.com/inspection.php?iid=31182
Priority
Standard
Origin
Email
Reason
New Case
Contact
Megan Franklin
Owner
Jessica Sells
Created
Nov 11, 2025
Work Orders from this Case (1)
WO-01314684 (current) Invoiced
Misc. Inspection • Christopher Morning
Created: Nov 11, 2025 • Closed: Nov 20, 2025
Completed with minor delays
Invoiced • 113 days old
🚨
Primary Delay 7.0 days stuck in "Scheduled"
⏱️
Total Delay 5.6 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
1.0d / 1.0d SLA
Assigned
0.1d / 0.5d SLA
Scheduled
7.0d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Completed
0.4d / 1.0d SLA
Closed
1.6d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

Called and spoke to Megan Franklin. She said she needs to schedule the visit after 11/19. I offered 11/20 for the visit. She said that will work for her. Eta for the tech between 10-11am.

🔧 Work Performed
11-20-25 CTM - Performed Miscellaneous Equipment Inspection on New Curing Light, Cavitron, and Portable O2 sensors x5 . Tested ALL PASS . Notified POC Megan Franklin of findings and completion .
🔍 Technician Findings
11-20-25 CTM - Perform Miscellaneous Equipment Inspection on New Curing Light, Cavitron, and Portable O2 sensors x5 . Notify POC Megan Franklin of findings and completion .
⚠️ Problem Description
New Curing Light, Cavitron, and Portable O2 sensors x5 Inspection: New Miscellaneous Equipment Inspection https://www.ebiotrack.com/inspection.php?iid=31182

Timeline

📞
Case Linked Nov 11, 10:58 AM
Case Number: 00542860
Subject: VG CLT Inspection
Status: Closed
📋
▶
2 Work Order Created Nov 11, 5:48 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 Nov 12, 10:04 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 16h 16m
👷
▶
3 Technician Assigned Nov 12, 10:34 AM
Technician Assigned → Dispatch Scheduled → Status: Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-11-20T16:00:00.000+0000
🗓️
Status: Scheduled by Melissa Owens
From: Assigned
To: Scheduled
Duration in Previous: 32m
⚠️ 7.0 business days
⏱️
▶
2 Labor Added Nov 20, 9:56 AM
Labor Added → Status: Tech On Site
🔧
Status: Tech On Site by Christopher Morning
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 23h
⏱️
▶
2 Labor Added Nov 20, 10:32 AM
Labor Added → Status: Completed
✔️
Status: Completed by Christopher Morning
From: Tech On Site
To: Completed
Duration in Previous: 32m
⏱️
▶
2 3x Labor Added Nov 20, 1:49 PM
3x Labor Added → Status: Closed
🏁
Status: Closed by Christopher Morning
From: Completed
To: Closed
Duration in Previous: 3h 15m
⏳ 2.0 business days
📄
▶
2 Status: Ready to Bill Nov 22, 2:38 PM
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 Nov 24, 1:03 PM
Invoice Number: SM-247401

Bottlenecks

Scheduled
Duration: 7.0 business days (threshold: 2.0 business days)
Exceeded by 5.0 business days
Closed
Duration: 1.6 business days (threshold: 1.0 business days)
Exceeded by 5.2 business hours

🔗 Related Artifacts

📞
Case 00542860
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P5
Type
Misc. Inspection
Branch
N/A
Technician
Christopher Morning
Scheduled
Nov 20, 11:00 AM
Created
Nov 11, 5:48 PM
Invoice #
SM-247401

Work Details (5)

Name Type Status Qty Amount Date
WL-03014392 Labor Open 3 $447.00 Nov 20, 9:56 AM
WL-03014436 Labor Open 0.5 $74.50 Nov 20, 10:32 AM
WL-03014779 Labor Open 3.25 $0.00 Nov 20, 1:49 PM
WL-03014780 Travel Open 171 - Nov 20, 1:49 PM
WL-03014781 Travel Open 171 - Nov 20, 1:49 PM

Details