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WO-01318695 ↗ ServiceMax

Infusion for Health • Inspection • PSM

📍 CA La Jolla — 4520 Executive Drive Suite 227, La Jolla CA, 92121

Dec 4, 2025 → Mar 1, 2026

✅ Completed
PSM
SLA Clock
Last business day of December 2025 · Target: Dec 31, 2025
✗ SLA Missed (38 biz days late)
Active: 57 biz days
🕐 Clock stopped: Completed (Feb 27, 2026)
▶ Clock Running
Status: Created
Dec 4 → Dec 4, 2025
0 business days (counted)
Running total: 0 of ? biz days used
5d
▶ Clock Running
Status: Ready for Scheduling
Dec 4 → Dec 11, 2025
5 business days (counted)
Running total: 5 of ? biz days used
50d
▶ Clock Running
Status: Assigned
Dec 11 → Feb 25, 2026
50 business days (counted)
Running total: 55 of ? biz days used
▶ Clock Running
Status: Scheduled
Feb 25 → Feb 27, 2026
2 business days (counted)
Running total: 57 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 27 → Feb 27, 2026
0 business days (counted)
Running total: 57 of ? biz days used
Created: Dec 4, 2025 Completed: Feb 27, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Dec 4 → Dec 4 Created ▶ Running 0 0
Dec 4 → Dec 11 Ready for Scheduling ▶ Running 5 5
Dec 11 → Feb 25 Assigned ▶ Running 50 55
Feb 25 → Feb 27 Scheduled ▶ Running 2 57
Feb 27 → Feb 27 Tech On Site ▶ Running 0 57
Dispatch 0.0d
Coordinators 59.6d
Field Work 0.8d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
59.6 days
Over SLA
Field Work
0.8 days
Created: Dec 4, 2025 Due: Feb 27, 2026 Completed: Mar 1, 2026 (1 days late)
📅
58.0 days Total Age
⏱️
50.7d in Assigned Longest Stage
🔄
7 transitions Status Changes
⚠️
58.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
16 lines Work Details
🚩
3 visits On-Site Trips
👤
Self-Scheduled Scheduling
🚩
3 On-Site Visits
3 on-site visits — why were multiple trips needed?
👤 Self-scheduled by Jason Morris — scheduling delays attributed to technician, not coordinators
Visit 1 Feb 26, 2026
Visit 2 Feb 27, 2026
Visit 3 Feb 28, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00548690
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service Equipment 28 https://www.ebiotrack.com/inspection.php?iid=31686
Priority
Standard
Origin
Email
Reason
New Case
Contact
Isabella Bunting
Owner
Jessica Foley
Created
Dec 4, 2025
Work Orders from this Case (1)
WO-01318695 (current) Invoiced
Inspection • Jason Morris
Created: Dec 4, 2025 • Closed: Mar 1, 2026
Completed with significant delays
Invoiced • 90 days old
🚨
Primary Delay 50.7 days stuck in "Assigned"
⏱️
Total Delay 58.1 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
6.0d / 1.0d SLA
Assigned
50.7d / 0.5d SLA
Scheduled
2.9d / 2.0d SLA
Tech On Site
0.4d / 1.0d SLA
Completed
0.4d / 1.0d SLA
Closed
3.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2-25 Mburris called and set appt with Dani 2-27 10am 

🔧 Work Performed
Performed inspection and calibration on current equipment. Added new equipment into inventory and inspected.
🔍 Technician Findings
Site in need of annual inspection, calibration, and tests.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service Equipment 28 https://www.ebiotrack.com/inspection.php?iid=31686

Timeline

📞
Case Linked Dec 4, 12:00 AM
Case Number: 00548690
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Dec 4, 9:43 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Jessica Foley
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⚠️ 6.0 business days
👷
▶
2 Technician Assigned Dec 11, 1:41 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: Ready for Scheduling
To: Assigned
Duration in Previous: 7d 3h
🚨 51.0 business days
👷
Technician Assigned by Michael Burris Feb 25, 11:16 AM
Technician: Jason Morris
🗓️
▶
2 Status: Scheduled Feb 25, 11:29 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-02-27T17:00:00.000+0000
💵
3x Expenses Added Feb 25, 12:00 PM
Type: Expenses
Status: Open
Qty: 1
⏳ 3.0 business days
🔧
Status: Tech On Site by Jason Morris Feb 27, 12:22 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 2d 0h
🚗
7x Travel Added Feb 27, 3:15 PM
Type: Travel, Expenses, Labor
Status: Open
Qty: 84, 1, 0.5
✔️
▶
2 Status: Completed Feb 27, 3:30 PM
Status: Completed → Labor Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 3.5
💵
Expenses Added Feb 27, 8:42 PM
Type: Expenses
Status: Open
Qty: 1
⏳ 0.4 business days
💵
▶
3 3x Expenses Added Mar 1, 1:24 AM
3x Expenses Added → Expenses Added → Status: Closed
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
🏁
Status: Closed by Jason Morris
From: Completed
To: Closed
Duration in Previous: 1d 9h
⏳ 3.0 business days
📄
▶
2 Status: Ready to Bill Mar 4, 10:05 AM
Status: Ready to Bill → Invoice Created
🧾
Invoice Created
Invoice Number: SM-255534

Bottlenecks

Ready for Scheduling
Duration: 6.0 business days (threshold: 1.0 business days)
Exceeded by 5.0 business days
Assigned
Duration: 50.7 business days (threshold: 4.0 business hours)
Exceeded by 50.2 business days
Scheduled
Duration: 2.9 business days (threshold: 2.0 business days)
Exceeded by 7.5 business hours
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00548690
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Jason Morris
Scheduled
Feb 27, 12:00 PM
Created
Dec 4, 9:43 AM
Invoice #
SM-255534

Work Details (16)

Name Type Status Qty Amount Date
WL-03119342 Expenses Open 1 $0.00 Feb 25, 12:00 PM
WL-03119340 Expenses Open 1 $0.00 Feb 25, 12:00 PM
WL-03119341 Expenses Open 1 $0.00 Feb 25, 12:00 PM
WL-03123661 Travel Open 84 - Feb 27, 3:15 PM
WL-03123662 Travel Open 4 - Feb 27, 3:15 PM
WL-03123663 Expenses Open 1 $0.00 Feb 27, 3:15 PM
WL-03123659 Labor Open 8 $0.00 Feb 27, 3:15 PM
WL-03123660 Labor Open 0.5 $0.00 Feb 27, 3:15 PM
WL-03123664 Expenses Open 1 $0.00 Feb 27, 3:15 PM
WL-03123665 Expenses Open 1 $0.00 Feb 27, 3:15 PM
WL-03123697 Labor Open 3.5 $1,245.00 Feb 27, 3:31 PM
WL-03124304 Expenses Open 1 $0.00 Feb 27, 8:42 PM
WL-03124828 Expenses Open 1 $0.00 Mar 1, 1:24 AM
WL-03124826 Labor Open 7 $0.00 Mar 1, 1:24 AM
WL-03124827 Travel Open 84 - Mar 1, 1:24 AM
WL-03124829 Expenses Open 1 $0.00 Mar 1, 1:27 AM

Details