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WO-01315431 ↗ ServiceMax

Crossover Health Management Services • Virtual Tech - Field Repair • P3

📍 Crossover Health - Frost Bank Wellness Center — 3838 Rogers Rd, San Antonio TX, 78251

Nov 14, 2025 → Nov 20, 2025

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Nov 19, 2025
✗ SLA Missed (1 biz days late)
Active: 4 biz days
Budget: 3 biz days
🕐 Clock stopped: Tech Off Site (Nov 20, 2025)
SLA Target
▶ Clock Running
Status: Created
Nov 14 → Nov 14, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Ready for Scheduling
Nov 14 → Nov 14, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
1d
▶ Clock Running
Status: Assigned
Nov 14 → Nov 17, 2025
1 business day (counted)
Running total: 1 of 3 biz days used
3d
▶ Clock Running
Status: Scheduled
Nov 17 → Nov 20, 2025
3 business days (counted)
Running total: 4 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Nov 20 → Nov 20, 2025
0 business days (counted)
Running total: 4 of 3 biz days used
Created: Nov 14, 2025 Tech Off Site: Nov 20, 2025
Business Days Used 4 / 3
0 3d budget +1d over
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Nov 14 → Nov 14 Created ▶ Running 0 0 / 3
Nov 14 → Nov 14 Ready for Scheduling ▶ Running 0 0 / 3
Nov 14 → Nov 17 Assigned ▶ Running 1 1 / 3
Nov 17 → Nov 20 Scheduled ▶ Running 3 4 / 3
Nov 20 → Nov 20 Tech On Site ▶ Running 0 4 / 3
Dispatch 0.0d
Coordinators 5.5d
Field Work 0.8d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
5.5 days
Over SLA
Field Work
0.8 days
Billing
0.0 days
Created: Nov 14, 2025 Due: Nov 19, 2025 Completed: Nov 20, 2025 (on time)
📅
4.5 days Total Age
⏱️
4.0d in Scheduled Longest Stage
🔄
8 transitions Status Changes
⚠️
3.9d 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

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🎫
Case #00544144
Exam bed noise
Closed
Model: Midmark - 625*441666 Model Type: Exam Table Custom Field: Notes: Asset ID: 13064412 Site: Crossover Health Management Services - Frost Bank Wellness Center Department:Depreciation Start Date:Physical Location: Exam Room 2Depreciation Term: yrsSerial #: V1744688
Priority
High
Origin
Phone
Reason
New Case
Contact
William Recker
Owner
Derek Reynolds
Created
Nov 14, 2025
Work Orders from this Case (1)
WO-01315431 (current) Invoiced
Virtual Tech - Field Repair • Arturo Diaz
Created: Nov 14, 2025 • Closed: Nov 20, 2025
Completed with minor delays
Invoiced • 110 days old
🚨
Primary Delay 4.0 days stuck in "Scheduled"
⏱️
Total Delay 3.9 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
0.1d / 1.0d SLA
Assigned
1.4d / 0.5d SLA
Scheduled
4.0d / 2.0d SLA
Tech On Site
0.8d / 1.0d SLA
Tech Off Site
0.0d / 2.0d SLA
Closed
2.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/17 KKelch called William to schedule for 11/20 between 12 and 2 pm. Customer confirmed. 

11/14 KKelch called William to schedule for 11/20 between 12 and 2 pm. Left VM. 

🔧 Work Performed
- investigated reported issue: Troubleshoot noise when exam bed is moving up/down. - confirmed reported issue: Observed squeaking noise when lifting and lowering exam table - removed shroud covers to identify source of noise - applied lubricating grease to suspected components - tested multiple times to confirm noise had stopped - demonstrated to staff noise issue had been resolved - equipment restored and returned to service
🔍 Technician Findings
Normal equipment conditions
⚠️ Problem Description
Troubleshoot noise when exam bed is moving up/down. Model: Midmark - 625*441666 Model Type: Exam Table Custom Field: Notes: Asset ID: 13064412 Site: Crossover Health Management Services - Frost Bank Wellness Center Department:Depreciation Start Date:Physical Location: Exam Room 2Depreciation Term: yrsSerial #: V1744688 https://www.ebiotrack.com/workorder.php?wo=69735

Timeline

📞
3 Case Linked Nov 14, 3:16 PM
Case Linked → Work Order Created → Status: Ready for Scheduling
📋
Work Order Created
Work Order: WO-01315431
Type: Virtual Tech - Field Repair
Priority: P3
📅
Status: Ready for Scheduling by Derek Reynolds
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Nov 14, 3:51 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 33m
👷
Technician Assigned by Kaitlyn Kelch Nov 14, 4:28 PM
Technician: Arturo Diaz
1.9 business days
🗓️
2 Status: Scheduled Nov 17, 9:08 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2025-11-20T18:00:00.000+0000
4.0 business days
🔧
2 Status: Tech On Site Nov 20, 12:39 PM
Status: Tech On Site → 3x Labor Added
⏱️
3x Labor Added
Type: Labor, Travel
Status: Open
Qty: 4, 200
🚗
Status: Tech Off Site by Arturo Diaz Nov 20, 6:48 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 6h 8m
⏱️
2 2x Labor Added Nov 20, 6:57 PM
2x Labor Added → Status: Completed
✔️
Status: Completed by Arturo Diaz
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 9m, 0m
2.6 business days
📄
2 Status: Ready to Bill Nov 24, 11:33 AM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
⚠️ 9.0 business days
🧾
Invoice Created Dec 8, 5:15 PM
Invoice Number: 247419

Bottlenecks

Assigned
Duration: 1.4 business days (threshold: 4.0 business hours)
Exceeded by 7.1 business hours
Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00544144
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Virtual Tech - Field Repair
Branch
N/A
Technician
Arturo Diaz
Scheduled
Nov 20, 1:00 PM
Created
Nov 14, 3:17 PM
Invoice #
247419

Work Details (5)

Name Type Status Qty Amount Date
WL-03014703 Labor Open 4 $476.00 Nov 20, 12:42 PM
WL-03014704 Travel Open 200 - Nov 20, 12:42 PM
WL-03014705 Travel Open 200 - Nov 20, 12:42 PM
WL-03015456 Labor Open 2.5 $297.50 Nov 20, 6:57 PM
WL-03015457 Labor Open 4 $0.00 Nov 20, 6:57 PM

Details