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WO-01328198 ↗ ServiceMax

CareATC • Inspection • PSM

📍 Albemarle County VA - Pantops — 630 Peter Jefferson Parkway 140, Charlottesville VA, 22911

Dec 29, 2025 → Jan 21, 2026

✅ Completed
PSM
SLA Clock
Last business day of December 2025 · Target: Dec 31, 2025
✗ SLA Missed (12 biz days late)
Active: 15 biz days
🕐 Clock stopped: Completed (Jan 21, 2026)
▶ Clock Running
Status: Created
Dec 29 → Dec 29, 2025
0 business days (counted)
Running total: 0 of ? biz days used
3d
▶ Clock Running
Status: Ready for Scheduling
Dec 29 → Jan 2, 2026
3 business days (counted)
Running total: 3 of ? biz days used
4d
▶ Clock Running
Status: Assigned
Jan 2 → Jan 8, 2026
4 business days (counted)
Running total: 7 of ? biz days used
8d
▶ Clock Running
Status: Scheduled
Jan 8 → Jan 21, 2026
8 business days (counted)
Running total: 15 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jan 21 → Jan 21, 2026
0 business days (counted)
Running total: 15 of ? biz days used
Created: Dec 29, 2025 Completed: Jan 21, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Dec 29 → Dec 29 Created ▶ Running 0 0
Dec 29 → Jan 2 Ready for Scheduling ▶ Running 3 3
Jan 2 → Jan 8 Assigned ▶ Running 4 7
Jan 8 → Jan 21 Scheduled ▶ Running 8 15
Jan 21 → Jan 21 Tech On Site ▶ Running 0 15
Dispatch 0.0d
Coordinators 17.4d
Field Work 0.7d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
17.4 days
Over SLA
Field Work
0.7 days
Billing
0.0 days
Created: Dec 29, 2025 Due: Feb 27, 2026 Completed: Jan 21, 2026 (37 days early)
📅
16.0 days Total Age
⏱️
9.0d in Scheduled Longest Stage
🔄
8 transitions Status Changes
⚠️
15.2d 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 #00554500
eBiotrack - Automated New Inspection Created
Closed
Inspection: Initial Annual Inspection Service https://www.ebiotrack.com/inspection.php?iid=32126
Priority
Standard
Origin
Email
Reason
New Case
Contact
Purchasing Support
Owner
Jessica Sells
Created
Dec 29, 2025
Work Orders from this Case (1)
WO-01328198 (current) Invoiced
Inspection • Christopher Morning
Created: Dec 29, 2025 • Closed: Jan 21, 2026
Completed with significant delays
Invoiced • 65 days old
🚨
Primary Delay 9.0 days stuck in "Scheduled"
⏱️
Total Delay 15.2 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
4.0d / 1.0d SLA
Assigned
4.4d / 0.5d SLA
Scheduled
9.0d / 2.0d SLA
Tech On Site
0.2d / 1.0d SLA
Completed
0.5d / 1.0d SLA
Closed
2.3d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

CONFIRMED

1/12 MOwens Sent an email to Onie that there is a conflict scheduling for 1/19. Sent reply to confirm scheduling for 1/21 instead.


01/08/2026 LHill-per Melissa tech can be there on 01/19


01/07/2026 LHill-rec'd email from Onie Merritt-Yes, I'm the point of contact for the

Albemarle County 

630 Peter Jefferson Parkway 140

Charlottesville, VA 22911

Pantops clinic. I have January 19, 20 or 21 at 11am available. 

Please let me know if any of those dates and time work for you.  

I appreciate your time in advance.

See logged email.


12/30/2025 LHill-rec'd email back from purchasing support. They added "Onie Merritt" oniemerritt@careatc.com to the email thread.


12/30/2025 LHill-sent email to purchasingsupport@careatc.com to confirm contact & equipment.

🔧 Work Performed
1-21-26 CTM - Performed Initial Annual Inspection on all medical equipment located . Total of 9 pieces inspected. ALL PASS. Notified POC Onie Merrit of findings and complete .
🔍 Technician Findings
1-21-26 CTM - Perform Initial Annual Inspection on all medical equipment located . Notify POC Onie Merrit of findings and complete .
⚠️ Problem Description
Inspection: Initial Annual Inspection Service https://www.ebiotrack.com/inspection.php?iid=32126

Timeline

📞
Case Linked Dec 29, 12:00 AM
Case Number: 00554500
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Dec 29, 10:48 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
4.0 business days
👷
2 Technician Assigned Jan 2, 3:37 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 4d 4h
⚠️ 5.0 business days
🗓️
2 Status: Scheduled Jan 8, 10:02 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Laura Hill
Scheduled For: 2026-01-19T17:00:00.000+0000
3.0 business days
📅
Dispatch Scheduled by Melissa Owens Jan 12, 1:42 PM
Scheduled For: 2026-01-21T17:00:00.000+0000
⚠️ 7.0 business days
⏱️
2x Labor Added Jan 21, 10:57 AM
Type: Labor, Travel
Status: Open
Qty: 4, 227
🔧
Status: Tech On Site by Christopher Morning Jan 21, 11:11 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 13d 1h
⏱️
2 Labor Added Jan 21, 12:29 PM
Labor Added → Status: Completed
✔️
Status: Completed by Christopher Morning
From: Tech On Site
To: Completed
Duration in Previous: 1h 18m
⏱️
2 2x Labor Added Jan 21, 4:30 PM
2x Labor Added → Status: Closed
🏁
Status: Closed by Christopher Morning
From: Completed
To: Closed
Duration in Previous: 4h 1m
2.9 business days
📄
2 Status: Ready to Bill Jan 23, 5:14 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
0.8 business days
🧾
Invoice Created Jan 25, 3:22 PM
Invoice Number: SM-252164

Bottlenecks

Ready for Scheduling
Duration: 4.0 business days (threshold: 1.0 business days)
Exceeded by 3.0 business days
Assigned
Duration: 4.4 business days (threshold: 4.0 business hours)
Exceeded by 3.9 business days
Scheduled
Duration: 9.0 business days (threshold: 2.0 business days)
Exceeded by 7.0 business days
Closed
Duration: 2.3 business days (threshold: 1.0 business days)
Exceeded by 1.3 business days

🔗 Related Artifacts

📞
Case 00554500
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Christopher Morning
Scheduled
Jan 21, 12:00 PM
Created
Dec 29, 10:48 AM
Invoice #
SM-252164

Work Details (5)

Name Type Status Qty Amount Date
WL-03073111 Labor Open 4 $0.00 Jan 21, 10:57 AM
WL-03073112 Travel Open 227 - Jan 21, 10:57 AM
WL-03073288 Labor Open 1.5 $1,063.00 Jan 21, 12:29 PM
WL-03073800 Labor Open 4 $0.00 Jan 21, 4:30 PM
WL-03073801 Travel Open 227 - Jan 21, 4:30 PM

Details